Serenity said it found U.S. import records indicating LPK may be one of SpaceX’s suppliers, with the records suggesting possible direct business dealings between the two.
According to Odaily, Serenity said the specific contract terms and the scale of any cooperation remain unclear, but described the information as a new finding worth monitoring.
Serenity added that while the market has been focusing on other SpaceX-related targets such as Velo, the lead pointing to a direct link between LPK and SpaceX may be more valuable for further research, and encouraged the community to continue investigating.
Serenity also said they hold a position in LPK and that the post does not constitute investment advice.