Well perspective is everything.
The company made a pronounced pivot to embrace StarLink, which I see as a positive, as the company no longer is solely focused on selling VSN into Authoritarian Countries. Starlink is a very well engineered company, partnering with them will lead to a lot of positive outcomes, lessons on being a tech company in the home markets, maybe some sales.
The company should branch out immediately to serve market demands locally.
The mandated immediate retraction, showed that Compliance is still focused on NET, which is a good thing for NET shareholders.
The China internal tensions, is a good time to stop focusing on China, because the company does not have the resources to wait out another 24 months of change and chaos.
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