In the last 2 weeks, we covered: – $FLY +60% – $OUST +46% – $TE +42% – $PL +28% – $HIVE +27% – $SHAZ +22% And much more. Follow us with notifications on. That’s how you actually catch these early.
This is absolutely insane. $FLY is up 60% in 2 weeks since we covered it. Are you paying attention? https://t.co/Ke8YqVsuaI
The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…
Space sector can be completely repriced once SpaceX IPO hits the market. $RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY
$RKLB $ASTS $RDW $PL $LUNR $SATL $SIDU $DXYZ $FLY $MDA $NASA $SATS Space is one of my favorite sectors to concentrate on and accumulate before the expected SpaceX IPO event in June. This sector is still early, volatile and underfollowed, but the long-term potential is massive as capital starts rotating into satellites, defense, communications, launch systems and space infrastructure. The next decade could create some of the biggest winners from this sector alone. Not a financial advice
I see a lot of people completely misinterpreting this graph, as absolute numbers like this basically say nothing on their own. First of all there is a difference between backlog and orders on hand (ooh). While American companies only need to report the backlog, the ooh tells much more. Your backlog basically has no timeframe, while your ooh only starts when you receive the purchase order. If you sign a 10-year frame agreement, you can put all these orders in backlog. But the customer will place several different purchase orders within this frame agreement, so your ooh will be way smaller and on a shorter timeframe. You can have a $1 billion backlog over 10-years with only 5% in ooh but also a $200 million backlog over 1-year with 95% in ooh. Secondly, I saw some people putting the backlog against the market cap to see which is the best investment. Even with the ooh, this would be completely useless without considering the margins. The SaaS model of $PL has way higher margins than $FLY for example. A lower backlog or ooh can result in higher free cash flow. Lastly, backlog is not always a positive thing. It all depends on the predictability of your product. In a production environment a backlog can mean a lot of delays and unhappy customers. A subscription on the other hand is very predictable and the backlog will always be converted into revenues. So, be careful with taking conclusions out of numbers without knowing any context.
SpaceX $SPCX is officially set to go public on June 12. This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector. These are the critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum
SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.
$RKLB $ASTS $LUNR $RDW $SATL $SIDU $PL $FLY The space sector still feels like it’s in the early stages of a broader repricing cycle. As the market continues to look ahead to a potential SpaceX IPO timeline, expectations around the entire ecosystem are gradually shifting. What we’re seeing now looks similar to early semiconductor-style rotation phases — where the underlying theme starts leading before fundamentals fully catch up in pricing. Names across launch, satellite infrastructure, and space-enabled services are beginning to move with more consistency, and if the SpaceX catalyst moves closer, this entire basket could see a meaningful re-rating as capital starts pricing in the next phase of growth rather than just current numbers.
Space sector still feels early IMO, especially if we eventually get a potential SpaceX IPO event in coming months. I think $RKLB will continue to lead the sector, followed by names like $ASTS, $LUNR, $PL and $FLY as interest keeps building around commercial space, satellite connectivity and defense related infrastructure. Smaller names like $RDW, $SATL and $SIDU could also see increasing attention as money rotates deeper into the sector. Feels similar to early EV and AI phases where the entire ecosystem eventually started moving together once broader market attention arrived.
Rotation within the markets is silently happening… Money is flowing from Semis, Memory, & Photonics into: AI infrastructure ~ $IREN, $CRWV, $NBIS Rare earths ~ $USAR, $MP, $UUUU Space ~ $RKLB, $ASTS, $FLY These are the markets freshest themes that have 10X potential. Don’t miss out…
The recent Iran-U.S. war crash was indeed just another generational wealth making opportunity like predicted… Just a little over a month ago, I shared my top dip-buys to take. Since then: $CIFR +120.34% $IREN +90.26% $AMD +140.72% $CRWV +102.89% $FLY +155.56% $NBIS +167.63% $GOOGL +48.61% $RKLB +42.92% $AMZN +41.84% Lives were changed like promised. Incredible…
The space sector continues to pull back — and this is where smart money starts paying attention, not panicking. These are the phases where positions are built early, while sentiment is weak and patience is rewarded. With the market preparing for one of the biggest future catalysts — SpaceX IPO — the entire sector could see renewed interest and capital rotation. $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY Weakness creates opportunity. Build the watchlist now — because when momentum returns, entries won’t be this cheap.
Earnings watchlist for the week: 𝗠𝗼𝗻𝗱𝗮𝘆 After Hours: $PLTR $FN $BWXT $AEIS $FLY $ADEA $ON 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 Pre-Market: $SHOP $PYPL $ENLT $ETN After Hours: $AMD $ANET $LITE $ALAB $NVTS $NRGV $SU $WOLF 𝗪𝗲𝗱𝗻𝗲𝘀𝗱𝗮𝘆 Pre-Market: $UBER $FLEX $SOLS $NRG $HUT After Hours: $ARM $COHR $UUUU $FSLY $SEZL $AOSL $APP $IONQ $SNAP 𝗧𝗵𝘂𝗿𝘀𝗱𝗮𝘆 Pre-Market: $DAVE $HWM $VST $DDOG $BSKY After Hours: $NET $CRWV $RKLB $IREN $LASR $PDFS $OPEN 𝗙𝗿𝗶𝗱𝗮𝘆 Pre-Market: $WULF $UI
$NASA - ETF The one-ticker wrapper for the entire space economy thesis — including pre-IPO SpaceX exposure. NASA holds SpaceX via an SPV with the ETF actively managed to provide diversified access to satellite connectivity, launch infrastructure, defense space systems, and commercial exploration platforms. Top holdings include $ASTS (15.9%), $RKLB (15.2%), $PL (13.3%), $FLY (10.5%), and $LUNR (9.3%) — a concentrated, high-conviction portfolio of pure-play space names. The fund launched March 30, 2026 and is actively managed , not index-tracking — making it a conviction bet on the space economy thesis rather than passive exposure. For those who want the basket without managing 10+ individual names, $NASA is the play. Not financial advice.
$FLY The lunar + defense dual-engine growth story. Firefly posted record 2025 revenue of $159.9M, up 163% YoY, and guided 2026 revenue to $420M–$450M — a near 3x step up. The $109M FORGE engineering change raised that contract’s total value to $372M , while the SciTec acquisition adds AI-enabled missile detection and defense analytics capabilities. Firefly is building toward its Ocula lunar imaging service through Elytra vehicles for future Blue Ghost missions, with earlier Blue Ghost Mission 1 having returned nearly 120GB of lunar data and secured a $10M NASA contract addendum. Q1 2026 earnings drop May 4 — watch for backlog and guidance updates. Not financial advice.
Space sector nice day today $PL +8.48% $RKLB +7.13% $RDW +6.86% $SIDU +5.81% $ASTS +5.80% $SATL +5.04% $FLY +3.31% $LUNR +2.26%
Space sector could see stronger momentum as we move closer to the anticipated SpaceX IPO. Sector attention and capital rotation tend to follow major catalysts like that. The strategy here, in my view, is simple: accumulate quality names on weakness and stay patient. $ASTS $SATL $RKLB $LUNR $RDW $FLY Space is still early. Volatility will be part of the journey, but patience often wins in emerging sectors.
7. $FLY - Firefly Aerospace The only operational US 1-ton launcher and the first commercial rocket to launch a satellite to orbit with just 24-hour notice. Secured a $176.7M NASA contract for a south-pole lunar mission. Launches from Virginia and Sweden expected in 2026. https://t.co/zmrtqtEa1I
The companies of the new Space ETF from Tema and their market cap: SpaceX: 1.5T (?) - 10.03% $ASTS: 22.4B - 7.13% $RKLB: 46.1B - 6.82% $PL: 12.3B - 6.16% $SATS: 33.9B - 5.06% $FTC: 800M - 4.71% $FPLSF: 2.2B - 4.70% $OHB: 6.4B - 4.35% $FLY: 5.6B - 2.25% $LUNR: 4.1B - 3.83% If you want to know why Tema gives so much exposure to Filtronic (FTC) with only $800M market cap? Read my analysis below 👇
Space stocks are seeing some profit taking after a strong recent run, as traders lock in gains and momentum cools off short term. This doesn’t change the bigger picture — the sector remains structurally strong, but in a sideways market, pullbacks and rotations are healthy before the next leg higher. $RKLB $ASTS $RDW $PL $SIDU $SATL $LUNR $FLY $NASA
@InvestingVisual Thanks, yes SpaceX is by far their biggest and most important customer. The E-band is mainly used by data providers like $ASTS, Airbus, Amazon LEO, Starlink. As mentioned TAM is not that big. It’s to put massive amounts of data in space and back to ground stations. The industry standard is now Ka-band amps, companies like $FLY, $PL,… all use Ka-band to make the satellites communicate with each other. It’s cheaper but can’t hande much data. The Ka-band is extremely crowed at the moment and SpaceX and Filtronic want to innovate this space by introducing V-band GaN amps. V-band can handle more data than the Ka-band and the space is less crowded. The problem is that the physics to build this are difficult. E-band and V-band amps van overheat easily because the massive amounts of data. The fact that Filtronic already succeeds in making E-band amps, encourages SpaceX that they can also make it work for V-band amps. But for the V-band as well, I think it will be too expensive for companies like $FLY or $PL. They will probably keep working with Ka-band amps. Hope this helps
@sachbarnes Yeah my $FLY thesis about medium lift was at $30 last year, glad to see it’s recovered from $20. I thought there were more compelling opportunities in the AI supply chains but I’m happy it’s up a lot
The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy… Your chance to enter these space sector names below before they squeeze will end soon: Spacecraft & Launch Systems - $RDW, $RKLB, $FLY, $LUNR, $YSS Satellite Operators & Services - $AMZN, $ASTS, $SPIR, $PL, $IRDM Raw Materials & Mining - $FCX, $TECK, $MP, $AA Specialty Materials & Alloys - $ATI, $GLW, $MTRN, $CRS, $HXL Electronics and semiconductors - $NVDA, $LITE, $STM, $COHR, $ADI Don’t miss out on these potential life changing investment opportunities…
Spacecraft & Launch Systems • $RKLB ($84.42) — Only Western small-launch vehicle with proven orbital heritage. Neutron targeting first flight H2 2026. $816M Space Force NSSL contract and $190M HASTE hypersonics deal on the books. • $FLY ($43.60) — Alpha back in flight. Blue Ghost lunar lander on the surface. $372M FORGE program in U.S. missile-warning infrastructure. Nvidia partnership flying AI compute on a late-2026 lunar mission. $1.4B backlog. • $LUNR ($27.54) — Only commercial company to land and operate on the lunar surface. Five NASA CLPS task orders including the $180M IM-5 mission. • $RDW ($10.39) — In-space manufacturing and the optical nav system flying on Artemis II. ESA QKDSat spacecraft prime and $44M DARPA VLEO contract. • $YSS ($35.26) — Standardized satellite buses at half the cost of legacy primes. 1,000+ spacecraft/year capacity. $545-595M revenue guidance for 2026.
Space Infrastructure Stocks — Quick Take $RKLB — Rocket Lab: Leading small-launch provider evolving into a full space systems company. $SIDU — Sidus Space: Early-stage player focused on satellite manufacturing and data services. $FLY — Firefly Aerospace: Private launch + lunar ambitions positioning for future contracts. $RDW — Redwire Space: Key supplier of space manufacturing and mission-critical components. $LUNR — Intuitive Machines: NASA-linked lunar mission company targeting Moon commercialization. $MDA — MDA Space: Established Canadian leader in robotics, satellites, and defense space tech. $VOYG — Voyager Space: Building a space station ecosystem and in-orbit services platform. $YSS — York Space Systems: Rapid satellite production model for defense and commercial use. $SPCE — Virgin Galactic: Space tourism play with long-term high-risk, high-reward potential. $FJET — Starfighters Space: Niche aerospace player targeting microgravity and launch support.
These things are next to happen: Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO. $GOOGL & $TSLA lead the MAG7 for the next 4 months. $HIMS will have a short squeeze to $60+ AI infrastructure names like $NBIS, $IREN & $CIFR rally like memory stocks such as $SNDK & $MU did. $SOFI has a V shape recovery into $30+ $UNH becomes a market favorite again, & squeezes past $430+ & finally all 12 of these names mentioned will create generational wealth for many…
@InvestWithTimmy $FLY Market still pricing it as a rocket company. It’s actually a defense software + launch hybrid with $1.4B backlog and 3x revenue growth incoming. The SpaceX IPO halo effect hasn’t fully repriced it yet. DYOR
$NASA — The Space ETF Tema just launched the first pure-play space ETF with actual SpaceX exposure. Here’s what’s inside- Top Holdings: $ASTS — 7.91% $RKLB — 6.95% $PL — 6.68% $FLY — 5.42% $LUNR — 4.63% $SATS — 3.92% + SpaceX (private SPV) ~10–15% Key Stats: AUM: ~$144M Expense ratio: 0.75% 20–40 holdings Launched: March 31, 2026 Up ~17–20% since debut Why it matters: A space ETF without SpaceX is like a semis ETF without $NVDA. NASA fixes that. SpaceX IPO expected mid-2026 Not financial advice. DYOR.
Space sector names in 2026 have the ability to make you millions… Here are the 5 best names in the sector to buy, & their targets: 1. $FLY (Firefly Aerospace) - $65+ 2. $RKLB (Rocket Lab) - $120+ 3. $PL (Planet Labs) - $70+ 4. $LUNR (Intuitive Machines - $45+ 5. $ASTS (AST SpaceMobile) - $140+ Don’t miss your chance on these life changing opportunities. Bookmark this for later…
The space economy is getting its own Wall Street sector map now. Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communications, sensors, launch. This is how institutional money flows. First the research. Then the allocation. Then the retail crowd asks why these stocks moved. The list includes the obvious names; $MP $RKLB $LITE $COHR $FLY $ASTS $PL and the less obvious ones; $RDM $TSAR $AME $APH. The supply chain that makes both of them work; launch and satellite, are where the next upside tends to live. -BP This is not financial advice. Please do your own research.
Space sector keeps quietly accumulating strength $RKLB $ASTS $LUNR $SATL $PL $RDW $SIDU $FLY Every pullback getting absorbed — positioning continues to build while most of the market is still focused elsewhere. Phase looks like early accumulation before the next expansion move in the space/defense + lunar economy theme.
Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are. But the money flows through the supply chain. Capex is tracking above $1 trillion this year. That is six times the level of 2022 Here is the full stack, sector by sector, of who actually gets paid: Power Infrastructure: $IREN, $CIFR, $NBIS, $WULF The compute layer requires power first. These are the companies building and owning the megawatt-scale facilities that hyperscalers cannot build fast enough themselves. Optical Networking: $AAOI, $COHR, $LITE, $POET GPU clusters are useless without the interconnects that move data between them at 800G and 1.6T speeds. This sector is capacity-constrained and just had its export inputs tightened by China this week. Space & Infrastructure: $RKLB, $ASTS, $PL, $SATL, $FLY, $ONDS, $KTOS Golden Dome. Autonomous systems. Satellite constellations. The government is funding the next generation of distributed compute and surveillance infrastructure from orbit. Critical Materials: $AXTI, $ALMU The raw substrate layer that the entire photonics stack sits on. Severely undersupplied. Almost zero retail coverage. Launch & Deployment: $RKLB, $ASTS Getting infrastructure into orbit requires reliable, affordable launch. One company owns this market. The public comp is scaling fast. Every sector on this list has either hyperscaler contract backing, government funding, or a physical supply constraint that makes demand inelastic. Save this for later. -BP Please note this is not financial advice.
THE MOON ECONOMY JUST SHIFTED PHASE $RKLB $LUNR $FLY $SpaceX Artemis II has officially splashed down — first crewed lunar mission in over 50 years. And now the capital cycle begins. NASA is no longer “exploring” - $20B committed to permanent lunar infrastructure near the south pole - Up to 30 robotic CLPS missions starting 2027 - Regular crewed missions targeting a 6-month cadence This is no longer a mission. It’s a buildout. The commercial layer is already forming: $RKLB → Defense + hypersonics momentum ($190M DoD win) → Optical comms expansion via Mynaric acquisition → Neutron positioned as the heavy-lift disruptor → Transitioning from launch provider → space infrastructure player $LUNR → Major CLPS lunar south pole contract ($180M IM-5) → Rapid backlog conversion underway → Building lunar navigation + infrastructure ecosystem → Re-rating story as revenue scales into 2027 $FLY → Blue Ghost already proven on lunar surface → Direct CLPS delivery integration → High-beta, high-upside execution play in lunar logistics SpaceX IPO watch → Potential $1.75T valuation narrative forming → Starlink = multi-billion revenue backbone → Artemis + lunar transport + broadband convergence → One of the most anticipated listings in market history The macro thesis is simple: This is no longer speculation on space. It is funded, government-backed infrastructure with private capital accelerating the buildout. NASA sets the roadmap. Private companies execute it. Markets price the future. We are no longer early to “space.” We are early to monetization. Not financial advice. DYOR
Some key catalysts I'm looking forward to in 2026-2027. Q2 2026 - $POET: high-volume light source scaling. POET unveiled its next-generation Starlight and Blazar hybrid external light sources at the March 2026 OFC conference, heavily pushing forward their high-volume scaling for the AI connectivity market. - $IREN: Sweetwater 1 1.4GW facility energization. IREN is finalizing site works for the Sweetwater 1 bulk substation, with energization on track for April 2026 (Q2). - $KRKNF: Covelya Group $615M acquisition close The strategic acquisition of the UK-based Covelya Group rapidly expands their vertically integrated product suite to include navigation, positioning, and subsea communications. - $AEHR: ultra-high power FOX-XP shipments In March 2026 (Aehr's fiscal Q3), the company announced a follow-on order and a new major silicon photonics customer win for its FOX-XP systems, with shipments scheduled for its fiscal Q4 ending in May 2026. Q3 2026 - $CIFR: AWS AI hosting lease commencement Cipher secured a 15-year, 300MW lease with AWS for an AI/HPC campus, with initial rent commencement confirmed for August 2026 (Q3). - $OUST: Start SAFE LiDAR ACT Ouster should see the first positive signs of the SAFE LiDAR ACT in the Q3 results. Q4 2026 - $RKLB: Neutron maiden flight Rocket Lab is developing the Neutron rocket to provide a reusable, medium-lift alternative to SpaceX's Falcon 9 for constellation deployments. A successful maiden flight proves the vehicle's viability, opening up a lucrative pipeline of commercial and government launch contracts. - $ASTS: commercial service activation (block 2) The activation of its larger Block 2 BlueBird constellation enables the initiation of consistent commercial service for telecom partners globally. - $NBIS: 800MW to 1GW capacity operational In early 2026, Nebius significantly raised its contracted power guidance, officially targeting 800MW to 1GW of available connected capacity by year-end 2026. - $AAOI: 5,000 ELSFP units per month production Reaching a production run rate of 5,000 External Laser Small Form Factor Pluggable (ELSFP) units monthly proves their automated U.S. manufacturing can scale to meet co-packaged optics demand. The goal is 400,000 units by the end of 2027. - $FLY: Blue Ghost Mission 2 lunar launch Blue Ghost Mission 2 will deliver payloads to the far side of the moon while demonstrating the first on-orbit AI data processing via its Elytra spacecraft. - $RDW: SabreSat DARPA Otter VLEO demonstration The SabreSat Otter demonstration for DARPA will validate highly advanced air-breathing electric propulsion, allowing satellites to maneuver indefinitely in Very Low Earth Orbit (VLEO) by harvesting atmospheric air. Q1 2027 - $CRDO: Cardinal 1.6T DSP production ramp Credo launched its Cardinal 1.6T DSP family in March 2026. Industry analysts predict the major 1.6T transceiver upgrade cycle and corresponding production ramp will heavily take hold in 2027. - $PL: Pelican-4 edge AI revenue ramp Planet successfully demonstrated in-orbit AI object detection on its Pelican-4 satellite, supporting the planned ramp of its Planetary Intelligence edge AI revenue streams into 2027. Q2 2027 $VRT: Ironton liquid cooling expansion operational The expansion of its Ironton facility will massively boost production capacity for liquid cooling systems, a necessity for the booming deployment of high-density AI servers. Q3 2027 $SATL: NextGen Merlin constellation operational Satellogic unveiled its new Merlin constellation, explicitly targeting the first launch in October 2026 with full operational capacity scheduled for the first half of 2027. $BSKY: AROS country-scale mapping constellation launch The launch of the AROS constellation supplements their targeted site monitoring with country-scale broad area mapping, securing their position against retiring legacy competitor satellites. $LWLG: material volume production and licensing revenues During their recent early 2026 updates, LWLG management explicitly stated they are building infrastructure for long-term commercialization, with meaningful volume production and licensing revenues anticipated to begin in 2027.
Serenity's Follower Picked Hyperbolic 10x ETF Performance. Week 1: +12.39% $AEHR: +56.72% ($45.08 -> $70.65) $AAOI: +39.63% ($108.86 -> $152.00) $SIVE: +35.35% (9.9 SEK -> 13.4 SEK) $ENAFF: +31.58% ($1.71 -> $2.25) $AL2SI: +25.44% (28.70 EUR -> 36 EUR) $ENVX: +21.30% ($5.07 -> $6.15) $BZAI: +18.99% ($1.79 -> $2.13) $POET: +16.04% ($6.11 -> $7.09) $WATT: +14.81% ($15.8 -> $18.14) $HGRAF: +14.48% ($4.49 -> $5.14) $VLN: +13.79% ($1.16 -> $1.32) $LPK.DE: +13.20% (6.59 EUR -> 7.46 EUR) $FLY: +13.09% ($33.16 -> $37.50) $VPG: +11.63% ($44.7 -> $49.90) $PLAB: +9.86% ($40.87 -> $44.90) $TRT: +8.33% ($5.88 -> $6.37) $EQR.AX: +7.94% (.315 AUD -> .34 AUD) $LASR: +7.92% ($60.7 -> $65.51) $ASPI: +6.67% ($4.2 -> $4.48) $P4O.DE: +5.69% (6.85 EUR -> 7.24 EUR) $EOS.AX: +3.11% ($9.00-> $9.28) $ADUR: -0.29% ($10.37 -> $10.34) $MITK: -2.52% ($13.9 -> $13.55) $ALCJ: -3.41% (2.05 EUR -> 1.98 EUR) $TMC: -5.01% ($4.59 -> $4.36) $QURE: -9.94% ($17.21 -> $15.50) $EONR: -20.00% ($.9 -> $.72) Top 3: 1. $AEHR: +56.72% 2. $AAOI: +39.63% 3. $SIVE: +35.35% Honorable mention $ENAFF with a 31.58% return. Weighted average was 12.39%. Honestly not bad everyone, you beat year index returns in just 1 week.
Space sector playbook - Launch $RKLB — End-to-end space platform combining launch, satellites, and spacecraft components. SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship. Satellites & Earth Observation $PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients. $BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground. $SATL — High-resolution imaging at commercial scale for government and enterprise clients. $SPIR — Space-based data analytics for weather, maritime, and aviation tracking. $MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies. Connectivity $ASTS — Building the first space-based cellular broadband network connecting directly to standard phones. $IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services. $GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst. $SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network. $VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals. Space Infrastructure & Manufacturing $RDW — Building manufacturing and research infrastructure directly in orbit. $LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure. $MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare. Defense & Primes $LMT — Defense prime with deep space, missile, and classified government program exposure. $NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads. $LHX — Advanced space and defense communications systems for government and military operators. $LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions. $BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds. Deep Space / Tourism $SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market. Data / Wildcard $SIDU — Small-cap high-risk satellite and mission services play for speculative exposure. Other play $FLY — Private aviation play with potential long-term overlap into advanced air mobility. $VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis. $ONDS — Drone and defense infrastructure play expanding into space via World View acquisition. ETF Option $UFO and $NASA Book mark for future, retweet for others 🙏
You can make generational wealth in 2026 with space sector names alone as we head into the $2T SpaceX IPO… Last year some of my most notable callouts were: $ASTS at $35 $RKLB at $37 $NBIS at $44 $AMD at $75 These are the next 4 stocks to squeeze and their targets: $FLY will be $65+ $SPIR will be $35+ $PL will be $70+ $LUNR will be $40+ & alongside with one more setup that can 10x that I will be sharing here on X soon. Don’t miss your opportunity…
Space Sector Still Strong Some profit taking in small caps, but overall trend remains solid ahead of SpaceX IPO. $RKLB $ASTS $SPIR $PL $LUNR $FLY $SIDU $SATL Momentum + catalysts still intact — dips look like opportunities.
Another interesting $NVDA partnership with a space company. The $FLY partnership looks similar to the $PL one. The main difference? Fly Aerospace takes pictures of the moon at 384.000km distance. Planet takes pictures of the earth at 500km distance.
Photonics and Space are two of the strongest sectors to keep on watch right now: Photonics — $AAOI $COHR $LITE $POET $MRVL $LWLG $TSEM $SIVEF $NOK $OPTX Space — $RKLB $ASTS $SATL $SIDU $RDW $PL $FLY $LUNR $SPCE Don’t ignore these spaces — both sectors are showing real strength and staying on watch for continued opportunities.
Space is emerging as one of the strongest sectors right now $RKLB $ASTS $SATL $SIDU $RDW $PL $FLY $LUNR $SPCE Momentum + narrative + low floats = explosive setups. Keep this sector on watch.
The space sector is entering a full re-rating phase $RKLB $ASTS $RDW $LUNR $FLY $PL $SATL $NASA $SIDU
The $2T+ SpaceX IPO is now less than 3 months away… Space names will soon see similar euphoric upside like what $SNDK & $MU had experienced. These 5 stocks are going to lead the space sector over these next couple months: ~ $ASTS will be $150+ ~ $RKLB will be $110+ ~ $LUNR will be $38+ ~ $PL will be $50+ ~ $FLY will be $60+ Don’t miss out on these opportunities…
Serenity's Followers Favorite Stock Parabolic Growth ETF: The most anticipated ETF of all time: $TRT - $5.88 $HGRAF - $4.49 $SIVE - 9.9 SEK $QURE - $17.21 $AEHR - $45.08 $ENVX - $5.07 $ASPI - $4.2 $EONR - $11.79 $LPK.DE - 6.59 EUR $MITK - $13.9 $EQR.AX - .315 AUD $WATT - $15.8 $VLN - $1.16 $BZAI - $1.79 $TMC - $4.59 $ALCJ - $74.57 $POET - $6.11 $AAOI - $108.86 $ADUR - $10.37 $P4O.DE - 6.85 EUR $PLAB - $40.87 $FLY - $33.16 $LASR - $60.7 $AL2SI - 28.70 EUR $ENAFF - $1.71 $VPG - $44.7 $EOS.AX - $9.00 I haven't heard of 1/3rd of these names, but if my followers have high conviction that their name will 10x... So do I.
SpaceX has an estimated revenue of $15.5 billion in 2025. The $2 trillion IPO would put the P/S at 129. P/S of other space companies $RKLB: 63 $PL: 27 $RDW: 5.5 $SATL: 28 $BKSY: 9.1 $LUNR: 14 $FLY: 24 $VOYG: 10 A massive rerate is coming for the space sector. Looks like you are not too late.
These 7 names are the core backbone of the Space Economy in 2026: 1. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband. 2. $RKLB ~ Becoming a core pillar of U.S. launch, & space systems. 3. $PL ~ Sells recurring earth imagery & analytics primarily to government, and defense customers. 4. $RDW ~ Supplies mission critical space hardware, & infrastructure to U.S. and allied defense programs. 5. $LUNR ~ Focused on lunar landers, & space services, leveraging NASA backed missions. 6. $FLY ~ Operates small lift launch, & lunar delivery systems. 7. $BKSY ~ Provides high cadence ISR data to defense, & intelligence customers. These 7 stocks are crucial for the future of the space sector…
