Intuitive Machines. Every tracked FinTwit mention of $LUNR, newest first. 424 mentions since the first on Jul 23, 2025. See the price chart.
July 2026 · 21 mentions
Jul 17
InvestmentGuru — Space Sector Reset?
$RKLB
$ASTS
$SPCX
$RDW
$SATL
$SIDU
$LUNR
$FLY
The Space sector continues to face heavy selling pressure, with most rallies being sold. Short-term sentiment re…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
Michael Sikand 🦑 — Dropped $100K into the market here into a fresh "I bought the dip" account.
Risk reward looks fantastic to just go long a big list of my favorite stocks, some down 30-50%. I see…↗
Jul 16
AlmaCap — $ASTS, $RKLB, $LUNR, $FLY, $MDA all have extremely high retail participation with investors highly leveraged, this is coupled with the Space basket short hedge trade and other shor…↗
Jul 15
AlmaCap — $FLY, $LUNR, $ASTS, $MDA, all expected to deliver insane revenue growth and trading at relatively low revenue multiples.
However, they just don’t compare to the memory trade:
>…↗
Jul 15
Space Investor — $LUNR: Stifel reiterates Intuitive Machines at Hold with a $32 price target, citing the recent SDA award to L3Harris.↗
Jul 13
Space Investor — $LUNR: Good news for Intuitive Machines... https://t.co/Cu486oimh2↗
Jul 13
Dillon Valdez — @SpaceInvestor_D This is how I know the market is stupid. $LUNR went from $15 to $45 back to $15 in 6 months
The only thing that truly happened was an equity raise & one misse…↗
Jul 13
Space Investor — $RKLB / $RDW / $LUNR / $ASTS
Market dips aren’t fun, but they’re part of the journey.
We’ve been through them before, and we’ll get through this one too.
Conviction pays.↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 10
Shay Boloor — China launches a rocket to space and successfully lands it back on Earth for the first time.
The global space race is about to accelerate.
$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG,…↗
Jul 9
Michael | Hypermarkets — $SPCX crashed right after its IPO to $147.
It's going under $100 first before ripping $1,000+
These 19 SPACE stocks will explode too:
1. $RKLB ~$87
Small-launch and satellite m…↗
Jul 9
Space Investor — $VOYG / $LUNR: NASA Awards Contracts for Mars Advanced Surface Mobility Technology
NASA has selected seven companies for contract awards under the Mars Exploration Program’s Scien…↗
Jul 8
Space Investor — $VOYG / $LUNR
Both companies appear to have been selected for the NASA STRIDE awards.
Still awaiting official news release from NASA.
*Voyager Technologies via Astrobotic↗
Jul 8
Space Investor — While everyone is chasing the gold, I'm looking at the companies selling the picks and shovels.
SpaceX and Blue Origin are raising billions, validating the biggest capital cycle i…↗
Jul 7
AlmaCap — Lots of names getting brutally wiped out across the market today, Samsung Preferreds outperforming most AI picks as expected…
> Extremely defensive position, with the FY27 PE mult…↗
Jul 6
Space Investor — $LUNR: Intuitive Machines is very interesting at a $3B market cap. Trading at ~3x P/S
It's one of the largest CLPS awardees, has over $1B in backlog, and a solid Space Systems div…↗
Jul 2
Space Investor — $FLY / $LUNR: I love Intuitive Machines, don’t get me wrong… but this quote definitely made me laugh. 😂
"Landing on the moon is incredibly hard, I mean there's just so many thin…↗
Jul 2
Space Investor — $LUNR: Trinity is the third robotic lunar landing mission by Intuitive Machines, as part of NASA's CLPS program.
"Trinity will be equipped with an extensive array of upgraded sens…↗
Jul 1
Space Investor — $LUNR: Intuitive Machines Secures Sixth NASA CLPS Award to Establish High-Volume Lunar Utility Pipeline
Intuitive Machines announced it has received a firm-fixed-price contract fr…↗
Jul 1
AlmaCap — $LUNR and $FLY both awarded CLPS awards last night, no surprises here tbh, we knew these and more were and are coming.↗
June 2026 · 59 mentions
Jun 30
Wolf Capital — Both $LUNR and $FLY capturing NASA contracts today. Well well well.
https://t.co/27MEyLQTsy
https://t.co/spRMdXYwNQ↗
Jun 30
Alphatica — JUST IN:
NASA just awarded $590.4 million in Moon Base contracts to three companies for four lunar deliveries in late 2028.
Astrobotic: $297.9M for two deliveries. Private. Intu…↗
Jun 30
Shay Boloor — NASA awarded new Moon Base lander contracts to $FLY and $LUNR.
The goal is to build lunar South Pole infrastructure before crewed Artemis landings. https://t.co/gbs0Sx47Th↗
Jun 30
Space Investor — $LUNR / $FLY / $VOYG
The value is roughly $140M per award, or $280M for Astrobotic (agreement with Voyager) across the two landers.
May 2026 · 93 mentions
May 31
Space Investor — These are the public companies I follow daily to track the health of the space economy.
Only the very best:
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW…↗
May 30
InvestmentGuru — SPACE STOCKS ARE LIFTING OFF
Space and satellite-related stocks soared as investor enthusiasm around the industry intensified. The catalyst is obvious. SpaceX is targeting a Nasd…↗
May 30
InvestmentGuru — I stood at the Wright Brothers monument last week.
December 17, 1903. Kitty Hawk, North Carolina.
12 seconds. 120 feet. The first powered flight in human history.
The world laug…↗
AlmaCap — Seeing brutal moves across space and defence names whilst AI semiconductor supply chain continues to pump - seems I was right about the expected rotation.
Space: $ASTS; $RKLB; $FL…↗
Apr 29
Space Investor — $LUNR: KeyBanc raised the firm’s price target on Intuitive Machines to $27 from $26 to reflect accelerating demand for lunar initiatives led by NASA, while keeping an Overweight ra…↗
Apr 29
InvestmentGuru — 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 strate…↗
Jason Luongo — These stocks may be worth buying on future dips:
AI Compute: $NVDA $AMD $AVGO
AI Memory: $MU
AI Infrastructure: $IREN $NBIS $VRT
Networking: $MRVL $ANET $ALAB
Photonics: $AAOI $LI…↗
Mar 30
Dillon Valdez — Before, Intuitive Machines $LUNR was mostly a lunar operator/infrastructure story.
After Lanteris, it looks much more like a vertically integrated space prime that can build spac…↗
Mar 30
Dillon Valdez — The space market is one I am bullish on and I still believe investors are asleep at the wheel here.
This is how I see it.
$RKLB $YSS $PL $LUNR https://t.co/acWxJRSTyK↗
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
$RDW
SpaceX will make all space stocks go to the moon.↗
Feb 26
Space Investor — $LUNR
The market offered you a gift yesterday, congrats to those who are actually paying attention. https://t.co/y3OY1aOoBU↗
Feb 25
Midas — $LUNR down 16% on $175M Dilution.
Are you still bullish on $LUNR? https://t.co/sE3pixh0H5↗
January 2026 · 44 mentions
Jan 31
Mike Investing — If you have these sectors in your portfolio you will greatly outperform the S&P500 in 2026:
Space ~ $ASTS, $RKLB, $LUNR
Drones ~ $ONDS, $AVAV
AI ~ $IREN, $CIFR, $NBIS, $ZETA…↗
Jan 30
Space Investor — 2026 has barely started and space stocks are already taking off.
YTD returns after 1 month:
$SATL 146%
$RDW 54%
$ASTS 53%
$MDALF 46%
$PL 27%
$BKSY 18%
$VOYG 17%
$LUNR 17%
$RKLB…↗
Jan 30
Space Investor — $LUNR
"Before the end of President Trump's term, we will launch our first nuclear power and propulsion rocket"
Worth mentionning that back in Oct '25, Intuitive Machines announce…↗
Dustin — $LUNR vs $RKLB — valuation context matters
RKLB is sitting at ~$37B market cap with $500M+ annual revenue, multiple revenue streams (launch + space systems), recurring contracts,…↗
Dec 26
Shay Boloor — Morgan Stanley is emerging as the favorite to lead the SpaceX IPO which is shaping up to be the most important listing of the decade.
If SpaceX debuts at premium multiples (65x 20…↗
Dec 23
Trade Whisperer — 🟦 $LUNR BLUE Candle -> Climb 💰💵
It doesn't matter the size of the BLUE candle.
250+ Daily BLUE Candle Alerts. Free Trial:
https://t.co/ZQDP5HCFyq https://t.co/zurigwylK1↗
Space Investor — @AceCrouton With AE backing both $RDW and $FLY, I can also see some solid synergies ahead moon-wise.
Hard to get behind $LUNR with two back to back failed missions, but U agree t…↗
August 2025 · 5 mentions
Aug 15
Space Investor — $LUNR
Intuitive Machines' current Street Price Targets https://t.co/adTpTW3fmo↗
Aug 14
Space Investor — $LUNR
Intuitive Machines prices $300M in 2.5% convertible notes due 2030, plus a $45M upsize option.
Convertible at $13.1125/share.
Net proceeds ~$291.8M, with ~$32M for capped…↗
Aug 7
Space Investor — $RDW / $BKSY / $LUNR
Rough morning for space stocks coming off Q2 earnings.
Volatility is front and center as the market digests the latest results.
Do you see oppportunity ? ht…↗
Aug 6
Space Investor — $LUNR
NASA just added $9M to Intuitive Machines’ Near Space Network contract on Aug 4, 2025, bringing current obligations to $27M.
This is part of a potential $4.82B effort to bu…
July 2025 · 10 mentions
Jul 30
Space Investor — TONIGHT ON SSW
Quantum in Space ?
@pennycheck & @Mike10947310 will join the show to talk about $FEIM and the classified satellite world.
We’ll also cover $ASTS upcoming FM1 ship…↗
Jul 30
Space Investor — $LUNR
JUST IN: Intuitive Machines has secured a $9.8 million Phase Two government contract to advance its Orbital Transfer Vehicle through Critical Design Review.
Built on the fl…↗
Jul 30
Space Investor — What are you cookin' Cathie?
Back in the $LUNR kitchen while dumping $RKLB and $JOBY https://t.co/tl3l0cGYrs↗
Jul 29
Space Investor — @ErickHe369 @SpaceNews_Inc $LUNR had the Lunar ground stations and Lunar Orbit part of the award in Lunar Data Relay.
June 2025 · 1 mention
Jun 14
Space Investor — @aaronburnett Aaron, when I first invested in $RKLB, $RDW and $LUNR they were trading around that market cap.
https://t.co/WJeTw4Z4uU↗
Space Investor — $VOYG / $LUNR / $FLY
Breaking: NASA select Astrobotic, Intuitive Machines and Firefly for additional CLPS missions under the new Moon base initiative.↗
Jun 30
Space Investor — $LUNR / $FLY / $RDW / $VOYG
A lot of speculation that NASA might award CS-8 task order under CLPS 1.0 today!
This is NASA's first dedicated Moon Base payload delivery solicitati…↗
Jun 29
Shay Boloor — SPACE STOCKS HAD A MASSIVE DAY
• $ASTS +21%
• $RKLB +17%
• $PL +17%
• $BKSY +15%
• $FLY +14%
• $LUNR +7%
• $RDW +7%
• $SPCX +7%↗
Jun 29
PhotonBull — The space rotation might be back👀
$ASTS $RKLB $FLY $LUNR↗
Jun 29
InvestmentGuru — The space sector is starting to find buyers after bottoming last week, and momentum appears to be improving.
$RKLB $ASTS $PL $LUNR $RDW $SATL $FLY $SIDU $SPCE https://t.co/zhzuQbfC…↗
Jun 28
Space Investor — $LUNR: Many still dismiss Intuitive Machines after two lunar landing attempts that tipped over.
What many are missing is that IM is becoming far more than a lunar lander company.…↗
Jun 28
Space Investor — $LUNR: SXM-11 is launching TODAY!
SiriusXM’s newest and most powerful satellite is built by Intuitive Machines (Lanteris) and set for liftoff today aboard Falcon 9.
It will boos…↗
Jun 27
Space Investor — Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares.
A lot of what we've seen is flow and positioning, not business fu…↗
Jun 25
Chris Ray — Crazy damage for space stocks this past month, with $ASTS actually down 11% YTD.
$RKLB $ASTS $LUNR $PL $RDW https://t.co/rldDlidd1Y↗
Jun 25
Shay Boloor — Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a maj…↗
Jun 25
InvestmentGuru — Space sector - not finding bottom
$RKLB
$ASTS
$LUNR
$FLY
$SATL
$RDW
$SPCX↗
Jun 25
Space Investor — $LUNR: B. Riley reiterates Intuitive Machines with a $45 Price Target and a BUY recommendation.
"Buy LUNR pullback as Intuitive assembles end-to-end Space and Lunar infrastructure…↗
Jun 24
InvestmentGuru — Space stocks continue to struggle to attract buyers in the current market environment.
$ASTS
$RKLB
$RDW
$SATL
$LUNR
$SIDU
$FLY
While AI infrastructure, software, and select large…↗
Jun 20
Space Investor — A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
Space Investor — $LUNR: Zeno is leading the Harmonia Radioisotope Power System for Artemis team to develop an RPS to power missions through the lunar night.
Earlier this year, Zeno Power announced…↗
Jun 18
Shay Boloor — Space companies have begun insurance talks for orbital AI data centers which is an early sign the concept is moving toward commercialization.
The industry hopes to bypass Earth’s…↗
Jun 18
PhotonBull — $SPCX goes up, space stocks go down
$SPCX goes down, space stocks go down more
$ASTS $RKLB $FLY $LUNR $SATS $NASA https://t.co/DUa9SJe72M↗
Jun 17
Space Investor — $LUNR / $FLY / $RDW / $VOYG
The European Space Agency just released two Lunar calls:
1. Request for Information: Commercial Lunar Data Products for Exploration Science. Data abou…↗
Jun 17
InvestmentGuru — $LUNR at $23 — Long-Term entry ?
Space stocks got smoked post- $SPCX IPO. Classic sector rotation selloff. But the $LUNR thesis? Unchanged.
Here’s why this level is interesting fo…↗
Jun 16
Midas — @asymmetrix_xyz 1)
$BKSY
2)
$SPIR
3)
$SATL
4)
$OUST
5)
$LUNR
6)
$FLY
Follow me if you want to know when I enter these companies.↗
Jun 16
Space Investor — $RKLB / $RDW / $ASTS / $LUNR
We knew in the short-term, the $SPCX IPO would drain liquidity and pressure the sector, creating opportunities.
Nothing has changed about the long-te…↗
Jun 16
InvestmentGuru — THE SPACE ECONOMY STACK
10 Names. One Generational Megatrend.
$SPCX — The anchor. SpaceX’s Nasdaq listing transforms space from speculative to institutional. When the mothership g…↗
Jun 15
Chris Ray — Additional notes from Keybanc on space stocks:
$SPCX $RKLB $FLY $LUNR
Space Sector's Sell-Off 'Unwarranted' as Long-Term Growth Prospects Intact, KeyBanc Says
05:32 PM EDT, 06/1…↗
Jun 15
Mike Investing — Buying the $SPCX (SpaceX) IPO at $190 isn’t how you will get rich off the space sector boom…
Instead, buying these 5 space related companies is how you can:
1. $RKLB ~ Becoming a…↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 13
Midas — @asymmetrix_xyz $SATl
$OUST
$INFQ
$FLY
$LUNR
If this helped you out, follow me for more.↗
Jun 13
Space Investor — MY FAVOURITE SPACE NAMES
I’m not focusing too much on valuation or isolated multiples. In this space, they usually miss the point more than they help.
What matters is the directi…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 13
Midas — @asymmetrix_xyz $SATL
$FLY
$LUNR
$RKLB
$ASTS
Follow me if you want to know when I enter these companies.↗
Jun 13
Mike Investing — Buying the SpaceX IPO at a $2T valuation isn’t going to get you rich.
The true upside is within these 5 space themed names which are setup to breakout:
1. RocketLab ~ $RKLB
2. AS…↗
Jun 12
Midas — @asymmetrix_xyz $SATL
$INFQ
$LUNR
$RKLB
$ASTS
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 12
Midas — @asymmetrix_xyz 1) $BKSY
2) $SPIR
3) $SATL
4) $OUST
5) $LUNR
Follow me if you want to know when I enter these companies.↗
Jun 12
Shay Boloor — Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO:
• $SPCE -24%
• $ASTS -11%
• $VOYG -10%…↗
Jun 12
Michael | Hypermarkets — $SPCX shares are priced at $135 for its $2 trillion IPO.
Its return is 100x-200x by 2035.
These 20 companies will benefit the most:
1. $BKSY ~$34
AI-ready Earth observation sate…↗
Jun 12
InvestmentGuru — $SPCX priced at $135. No raise. No hype tax. That’s the move.
Bulls: room to run on debut.
Bears: already stretched at $1.77T.
Either way — the space economy just got a new benchma…↗
Jun 11
InvestmentGuru — $SPCX — HISTORY MADE
➡ SpaceX just priced the largest IPO ever — $75B raised at $135/share
➡ 555,555,555 shares sold. Full allocation. Oversubscribed 2x
➡ Valuation: $1.77 trillio…↗
Jun 11
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $PL $SATL $SIDU $FLY $MDA
The space sector is experiencing a once-in-a-generation re-rating event driven by the SpaceX IPO, accelerating government and com…↗
Jun 10
Midas — @asymmetrix_xyz $SATL
$INFQ
$RKLB
$ASTS
$LUNR
If this helped you out, follow me for more.↗
Jun 10
Space Investor — $LUNR: Intuitive Machines awarded $1M by The Maryland Department of Commerce to support expansion of the company's Cislunar Robotics Assembly Building. https://t.co/Zyt3bKAt5Q↗
Jun 9
Midas — $FLY
$RKLB
$ASTS
$LUNR
$INFQ
If this helped you out, follow me for more.↗
Jun 8
Midas — $FLY
$LUNR
$RKLB
$ASTS
$SATL
If this helped you out, follow me for more.↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
Jun 4
Jason Luongo — 6. $LUNR - Intuitive Machines
Revenue nearly tripled YoY to $186.7M. First positive adjusted EBITDA. $1.1B backlog. Just secured a $6.24B Space Force Andromeda IDIQ contract ceili…↗
Jun 4
Midas — I called $LUNR at $17.97 for a +90.3% gain.
Posting my next trade on my FREE discord (40k+ members).
Join here:
https://t.co/RmuXXkPCj6 https://t.co/gI8bWLVm2n↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
Jun 3
Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10): 1…↗
Jun 3
KaizenInvestor — For those worried about the drop, $PL, $RKLB, $SATL, $ASTS, $FLY, and $LUNR all just reached new all time highs in institutional ownership.
Although the Halo effect has already s…↗
Jun 3
Space Investor — $LUNR: Intuitive Machines entered into a Sales Agreement to establish an at-the-market equity offering program of up to $500.0 million of Class A common stock. https://t.co/Uva0qvi…↗
Jun 2
InvestmentGuru — 🔴 BLUE ORIGIN — THE DAMAGE SCORECARD
New Glenn erupted into a fireball during a hot-fire test at Cape Canaveral on May 28. NASA Administrator Isaacman now says the launchpad may…↗
Jun 1
Space Investor — May 1st vs. June 1st
$RDW $9.34 / $20.61
$RKLB $78.81 / $124.31
$LUNR $25.62 / $38.38
$ASTS $70.89 / $105.76
$VOYG $26.60 / $47.67
$PL 36.90 / $47.33
I’m trying to find this "pul…↗
Jun 1
AlmaCap — If anyone is wondering what is driving the space sell-off today then please see my post below.
I expect significant uncertainty and lack of confidence from space investors until w…↗
— The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 29
AlmaCap — @dishkiyaoonn I might not comment much more than what I have posted here:
https://t.co/LUnznEl97C
> I still think $FLY and $LUNR and loads of NASA contracts, I still think $MDA r…↗
May 29
AlmaCap — Blue Origin's New Glenn just blew up on the pad during a static fire ahead of NG-4. This reshapes the whole space landscape in my mind and it's worth chewing on this weekend.
> It…↗
May 29
Dillon Valdez — Potentially good for $LUNR & $RKLB too
Blue Origin won a pretty big contract with NASA that $LUNR was supposed to win↗
May 29
Michael Sikand 🦑 — Space stocks are rocketing on SpaceX IPO mania.
It was obvious to me this would happen.
The real question: is the arrival of $SPCX a permanent re-rating for these names?
What do…↗
May 28
Dillon Valdez — The public space trade gets much clearer when you stop treating it as one category.
$RKLB = launch + spacecraft systems
$PL = recurring Earth-data / geospatial intelligence
$LUNR…↗
May 28
Wolf Capital — True innovators in cutting-edge tech don't always look like steady winners in the moment. They face failures, dilution, and doubt - but with real tech, big contracts, and runway, t…↗
May 27
Wolf Capital — As a long-term space investor, I do see NASA’s decision to raise the CLPS 1.0 contract ceiling from $2.6B to $4.2B as a clear signal of accelerating lunar cadence. This $1.6B uplif…↗
May 27
Shay Boloor — NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure.
The goal is astronauts living on the lunar surf…↗
May 27
AlmaCap — @kevinxu, $FLY and $LUNR both going to land a lot of lunar lander contracts soon - see $FLY pumping today despite minor dilution plus they recently scaled manufacturing facilities…↗
May 27
Jason Luongo — 6. $LUNR - Intuitive Machines
FY2026 revenue guidance of $900M to $1B - that's 350%+ growth. First positive adjusted EBITDA. $1.1B backlog including a fresh $180M NASA CLPS award.…↗
May 27
AlmaCap — $FLY, $LUNR,
NASA CLPS 1.0 ceiling lifted from $2.6B to $4.2B (+61%).
That's $1.6B of extra ordering authority, room for c.10 more lunar lander task orders at the c.$150M program…↗
May 27
AlmaCap — I think $FLY can triple from here to $180+ by year end if not by April 2027 - a lot of extremely exciting developments coming out recently.
Target requires them to execute on Alph…↗
May 27
AlmaCap — @XFreeze Completely agree with this, the first step is building a thriving lunar base to use as a launch pad for interplanetary exploration.
Noting that exiting the moon's gravit…↗
May 27
InvestmentGuru — The Space Sector
The market is finally waking up to what’s coming.
Today’s movers tell the story:
🛰️ $RDW
🛰️ $SIDU
🛰️ $FLY
🛰️ $YSS
🛰️ $ASTS
🛰️ $SPIR
🛰️ $LUNR
🛰️ $…↗
May 26
KawzInvests 🦑 — $FLY just landed a $75M subcontract from NASA JPL to deliver four drones to the Moon's south pole for the MoonFall mission.
Just now they did 12M share offering at $49.50. 4M prim…↗
May 26
Chris Ray — NASA is working with a bunch of popular commercial space names for its upcoming lunar missions:
Blue Origin, SpaceX, Astrobotic, $LUNR, $FLY, and others.
I’m content to let $RKLB…↗
May 26
Space Investor — $RDW / $LUNR / $MNTS
Big moves like this don’t show up often.
I try to position before the narrative shifts, in names still under the radar, and let time do the work. It sounds s…↗
May 26
Space Investor — $LUNR / $FLY / $RDW / $VOYG
Today could mark a major milestone for lunar exploration and the future of space habitats.↗
May 26
PhotonBull — The space theme is flying pre market
$NASA up 8% overnight
Did you listen??
$RKLB $ASTS $FLY $RDW $LUNR $SATS https://t.co/8izMMKhW7x↗
May 25
Space Investor — 🚨 MAY 26: A POTENTIALLY HUGE DAY FOR THE LUNAR SECTOR
Tomorrow at 2:00 PM EDT, NASA will unveil its updated lunar strategy and outline the next phase of its plans for a sustained…↗
May 25
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
InvestmentGuru — THE MOON ECONOMY JUST SHIFTED PHASE
$RKLB $LUNR $FLY $SpaceX↗
May 23
Michael | Hypermarkets — My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with di…↗
May 23
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
May 23
Space Investor — Week 10 (May 16) was a strong one. With Q1 earnings now behind us, it was an active rebalancing week. Having deep knowledge of these companies ahead of time allowed us to capitaliz…↗
May 23
Space Investor — Week 6 delivered a solid sector-wide bounce.
I trimmed a small portion of $LUNR, while keeping the majority of the position intact to maintain exposure. the stock bounced hard aft…↗
May 23
Space Investor — Week 5 was marked by a clear disconnect between news flow and price action.
The market largely shrugged off several positive catalysts, including the Andromeda inclusion of $LUNR…↗
May 23
Space Investor — Week 4 started with a massive dip on Monday, I reminded everyone that:
"Last year, the Friday after Liberation Day, I went all-in on Space stocks. By Monday open, indexes were d…↗
May 23
Space Investor — Week 2 started with a key addition: I added $RKLB at $72.50 following the $1B ATM.
I explained to subscribers why I viewed this as positive, given Rocket Lab’s track record as a d…↗
May 23
Space Investor — On March 10, I launched a new $100K portfolio for subscribers with one goal: document my investment process in real time.
After the first week, the portfolio was split between $VO…↗
May 23
Michael | Hypermarkets — Elon Musk read 5 books as a kid.
Then he spent 30 years building every single one of them for $TSLA $SPCX
Here's the CHEATCODE straight from Elon's books:
1. Foundation Series b…↗
May 22
Mike Investing — 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, $NB…↗
May 22
Space Investor — The Subscribers Space Catalyst portfolio is up 80% in less than 3 months since inception.
Current holdings:
$RDW $RKLB $ASTS $LUNR $VOYG $MNTS
No leverage. No options. No day tra…↗
May 21
Midas — $FLY
$LUNR
$RKLB
$INFQ
$ASTS
If this helped you out, follow me for more.↗
CK Capital — SpaceX is going straight to retail through Schwab, Fidelity, Robinhood, SoFi, and ETRADE.
Most people still will not get allocated shares. Demand is going to be insane for a $1.75…↗
May 21
InvestmentGuru — Space sector can be completely repriced once SpaceX IPO hits the market.
$RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY↗
May 20
Michael | Hypermarkets — The largest IPO in history is $SPCX on June 12th valued at $1.75 trillion.
Elon Musk says by 2030 regular people will be ultra-wealthy.
Here's 20 companies directly linked to SP…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 18
Space Investor — $LUNR: Intuitive Machines is now the prime contractor for operations of the Lunar Reconnaissance Orbiter Camera (“LROC”), a key instrument aboard the agency’s Lunar Reconnaissance…↗
May 18
Wayne Liang — $SPCX (SpaceX) is filing their S-1 publicly this week, and trades on Nasdaq June 12th.
What's interesting is Nasdaq-100's new fast-entry rule (effective May 1) makes $SPCX eligibl…↗
May 18
Space Investor — What we’re seeing in space names right now is the market doing price discovery.
Volatility and volume spikes usually show up when a sector is shifting from niche into a mainstream…↗
May 18
InvestmentGuru — $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 Jun…↗
May 17
Shay Boloor — President Trump filed 3,600+ trades during Q1 and the biggest winners are heavily tilted toward semis, AI infrastructure & power:
• $PENG: +158%
• $INTC: +151%
• $SNDK: +131%
• $…↗
May 16
Mike Investing — 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 criti…↗
May 16
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — 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…↗
May 16
Space Investor — I am a huge fan of Elon. What he has built at Tesla and SpaceX is extraordinary.
But I will not buy SpaceX on IPO day.
A lot of the early hype will not come from price discovery.…↗
May 16
Shay Boloor — SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commerci…↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 15
Chris Ray — 🚨 SpaceX will IPO on June 12th under ticker symbol $SPCX.
Let’s see how much of a pump the rest of the space sector gets… 👀
$RKLB $ASTS $PL $LUNR $VOYG $RDW↗
May 15
InvestmentGuru — Space sector just changed overnight.
Reports say SpaceX has chosen Nasdaq Composite for its IPO, with pricing expected as early as June 11 and trading potentially starting June 1…↗
May 15
Dillon Valdez — $LUNR — Intuitive Machines
Revenue was $186.7M, +198.7% YoY, but missed expectations of ~$203.0M by 8.0%. EPS was -$0.25 vs -$0.07 expected. Stock rose 2.4% on report day, then fe…↗
May 15
Space Investor — $LUNR: Next week could be important for Intuitive Machines, with NASA indicating a potential update for the restructured LTV procurement around May 22.
Worth watching closely. htt…↗
May 15
Space Investor — $LUNR: Street raising PT on Intuitive Machines.
Canaccord $41 from $24
Clear Street $44 from $25 https://t.co/FNMlQC0iWJ↗
May 15
InvestmentGuru — $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 po…↗
May 14
Chris — Love seeing everyone in Trade Echo Printing $RKLB $LUNR $ONDS $SPX https://t.co/xA1snSGGYJ↗
May 14
Space Investor — SELF PROMOTION POST 🙃
I’m definitely riding high today, feels like I might be the luckiest guy on X right now.
So apologies in advance for the victory lap post.
Earlier this ye…↗
May 14
Space Investor — $LUNR: Q1 2026 highlights
1.1B in backlog 👀 https://t.co/OB8Gb4NxfG↗
May 14
Space Investor — $LUNR: Intuitive Machines agree to acquire Goonhilly and Comsat, deep space communications providers. https://t.co/8DkkmV2mB8↗
Space Investor — Another 2-bagger booked on $LUNR this morning.
We called the Andromeda inclusion back on April 8 and built a significant position around that setup.
That catalyst, combined with…↗
May 13
InvestmentGuru — 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 nam…↗
May 12
Shay Boloor — CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate.
The space-based interceptor layer alone (constellation of 7,800…↗
May 11
InvestmentGuru — Space
$RKLB
$SATL
$RDW
$ASTS
$LUNR
All looks good today↗
May 11
Space Investor — $LUNR: Yet another PT raise this morning. Wall Street finally starting to catch up to the growth, execution, and momentum building across the sector.
The rerating phase may just b…↗
May 9
PhotonBull — This is actually insane
Remember last time when Jensen mentioned space at NVDA GTC 2026?
Space stocks had a great day the next day.
Excited for monday!
$ASTS $RKLB $FLY $LU…↗
May 9
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
InvestmentGuru — Space sector playbook
$RKLB
$ASTS
$LUNR
$RDW↗
May 8
InvestmentGuru — $RKLB is no longer just a launch company. It’s becoming the vertically integrated backbone of the commercial and defense space economy — launch + satellites + components + laser co…↗
May 7
Mike Investing — We are currently in a “once in a lifetime” AI super cycle…
Phase 1 was: (already gone)
Semiconductors ~ $NVDA, $AMD, $INTC, $ARM
Phase 2 is: (passing by now)
Memory ~ $MU, $SNDK,…↗
May 6
InvestmentGuru — Space one of the strong sector today.
$RKLB
$ASTS
$PL
$FLY
$LUNR https://t.co/RT0jDpf0Tp↗
May 6
PhotonBull — Seems like people are rotating from winners like memory towards 'losers' in space and defense today
Let's see if it can continue this move on space and defense in the coming weeks…↗
May 6
InvestmentGuru — $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY all green today↗
May 6
AlmaCap — Looks like the bottom is in on the space basket to me $ASTS, $FLY, $MDA, $LUNR
Watching defence closely.↗
May 6
InvestmentGuru — 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 sentimen…↗
May 5
Space Investor — $RDW / $LUNR: SPACE SYSTEMS COMMAND TO MODIFY ANDROMEDA IDIQ, RAISE CEILING TO $6.24B FROM $1.84B
The effort covers systems engineering, design and prototyping, system build and i…↗
May 3
Space Investor — Q1 EARNING SEASON IS HERE
Here’s the current Wall Street consensus for your favorite space names heading into the prints.
$VOYG: EPS -0.61, Rev 35.21M
$FLY: EPS -0.51, Rev 77.08M…↗
May 3
InvestmentGuru — $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 di…↗
May 3
InvestmentGuru — $LUNR
The purest lunar infrastructure play in the public markets. LUNR holds a $180.4M NASA lunar mission contract and a $943M backlog, following the Q1 2026 acquisition of Lanter…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
May 1
Space Investor — $ASTS / $RKLB / $LUNR
All blessed by Cramer this week... 😬 https://t.co/Yfwnk7EdJx↗
May 1
Space Investor — THE BEST OF THE BEST
Buy right & sit tight.
These six companies give you full exposure to the space economy.
AST SpaceMobile $ASTS
Intuitive Machines $LUNR
Planet Lab $PL…↗
— $LUNR / $RDW / $FLY
NASA to increase the CLPS contracts maximum ordering value from $2.6 billion to $4.2 billion.
In a special notice published on April 27th, NASA/JSC announced…
InvestmentGuru — Space sector — buyers stepping in
$RKLB $ASTS $LUNR $PL $RDW $SATL $SIDU watching closely
- Sector has been consolidating after a massive run
- SpaceX IPO narrative still li…↗
Apr 28
Mike Investing — The White House is quite literally telling you to buy these 5 sectors…
Rare Earths ~ $USAR, $MP, $CEG
Space ~ $RKLB, $PL, $ASTS, $LUNR
Chips ~ $AMZN, $AMD, $GOOGL, $TSM
AI Infr…↗
Apr 26
Space Investor — A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…↗
Apr 25
AlmaCap — If launch is being commoditised, where does the value go?
> Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports...
https://t.co/Cdqe2R3C…↗
Apr 25
KaizenInvestor — 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…↗
Apr 25
Space Investor — PRICE SHAPES NARRATIVE
My first 10x in space was Virgin Galactic back in 2020–2021.
At the time, it was supposed to redefine space tourism. The narrative was powerful, and the p…↗
Apr 24
InvestmentGuru — Red day across space names — and that’s where opportunity usually hides.
$RKLB $ASTS $LUNR $SATL $PL $RDW all pulling back together isn’t weakness in the story, it’s rotation and…↗
Apr 24
Mike Investing — Expected revenue growth over the next 5 years:
Nebius $NBIS: +564%
Intuitive Machines $LUNR: +473%
Iren $IREN: +363%
Palantir $PLTR: +325%
Rocket Lab $RKLB: +320%
Nvidia $NVDA: +2…↗
Apr 24
InvestmentGuru — 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 secto…↗
Apr 23
AlmaCap — $RDW, I would stay away from this one, there is probably a reason AE Industrial has been trying to sell at any price...
- Satellite manufacturing business is extremely low margin;…↗
Apr 22
Mike Investing — You can create generational wealth simply by scrolling on X…
Over the last few weeks I’ve calls out:
$NBIS at $68 & ran to $170+
$CRWV at $63 & ran to $125+
$LUNR at $1…↗
Apr 22
PhotonBull — I think this is the popular opinion
Everyone I spoke to thinks this is an expensive IPO that is going to suck up liquidity and drop straight away
The obvious trade here is not to…↗
Apr 22
AlmaCap — Launch is becoming commoditised, I expect satellite constellations and space operators to benefit: $ASTS, $FLY, $LUNR, $BSKY, $PL
The cost to reach orbit has fallen c.20x in two d…↗
Apr 21
Chris Ray — ☢️ Advanced nuclear reactor & fuel company, X-Energy, is going public on Thursday under ticker symbol $XE.
They’re targeting a $16-$19 share price and ~$7.5B valuation.
I’ll star…↗
mon — Space stocks are taking a hit today.
1. Planet Labs $PL -3% 🔴
2. Intuitive Machines - $LUNR +1% 🟢
3. BlackSky $BKSY -0.98% 🔴
4. RocketLab $RKLB +3% 🟢
5. AST SpaceMobile $ASTS…↗
Apr 19
Mike Investing — 2026 is your turn to become a millionaire…
Over the last few weeks I’ve called out many generational opportunities like:
~ $PL at $17 & ran to $40+
~ $LUNR at $14 & ran to $28+…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 19
Michael Sikand 🦑 — @JasonL_Capital LLM Malfunction
"$LUNR ($27.54) — Only commercial company to land and operate on the lunar surface"
Fly is the only commercial company to land successfully on the…↗
Apr 18
Jason Luongo — 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 contr…↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 18
InvestmentGuru — 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 focu…↗
Apr 17
Space Investor — $FLY: Analyst Suji Desilva increased the price target for FireFly Aerospace to $60 from $35, maintaining a BUY rating
A key catalyst, according to Roth, is NASA’s plan to ramp up…↗
Apr 17
Space Investor — A bit of perspective this morning.
Year-to-date returns across a few space stocks:
$PL: +95%
$BKSY: +87%
$FLY: +85%
$LUNR: +52%
$RDW: +24%
$VOYG: +17%
$YSS: +13%
$RKLB: +9%
$ASTS…↗
Apr 17
InvestmentGuru — $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%
$…↗
Apr 17
InvestmentGuru — $LUNR nearly 400% up , you need to ahead of market. https://t.co/7QrgqKt8DV↗
Apr 17
InvestmentGuru — It’s getting easier to see where the money is flowing, and right now Space is quietly regaining strength — despite recent consolidation, capital is rotating back into satellite, la…↗
Mike Investing — 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 (Ro…↗
Mike Investing — Over the last few weeks generational wealth has been made…
I’ve called the bottoms on:
$NBIS at $73 & ran to $166+
$CRWV at $63 & ran to $119+
$PL at $20 & ran to $…↗
Apr 14
Mike Investing — Index funds are made for you to stay wealthy, but not create generational wealth…
If you’re looking for aggressive 10x growth stock investment opportunities then you should focus…↗
Space Investor — @Spaceillionare $LUNR might be a big winner of the nuclear in space theme. https://t.co/f40IL2DtVk↗
Apr 14
InvestmentGuru — 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 ma…↗
Apr 13
KawzInvests 🦑 — $FLY is down 37% from its peak.
It is also the only private company in history to successfully land on the Moon.
Most people following this stock are focused on the rockets. They…↗
Apr 13
Michael Sikand 🦑 — I just put 15% of my $5,000,000 fund in $FLY 🪰🌖
Firefly Aerospace is a misunderstood space stock trading 35% off its ATH with an extremely unique set of assets.
Here's why I th…↗
Apr 13
InvestmentGuru — Space is another strong sector
$SIDU
$SATL
$LUNR
$RKLB
$ASTS
$RDW
$PL↗
Apr 13
AlmaCap — @0xSolarcurve I've not looked into $YSS extensively but c.10.00x revenue feels quite expensive for a legacy satellite manufacturer.
Especially when you have $MDA Space growing at…↗
InvestmentGuru — $SPIR $SIDU $SATL $LUNR $POET $LWLG $OPTX $ALMU
Small caps + hot sectors = momentum setup
Space and photonics names catching flows as narratives heat up.
Low float, high interes…↗
Apr 13
InvestmentGuru — $LUNR
High conviction space play with genuine catalysts but pre-profitability risk. The $900M–$1B revenue guide is the make-or-break narrative for 2026. If Artemis execution holds…↗
Apr 12
InvestmentGuru — 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 beg…↗
Apr 11
AlmaCap — $FLY, people keep asking me about dilution. In short, not worried.
FY25 year-end cash sits at c.$800m.
They acquired Scitec in an accretive share deal when $FLY was trading c.$5…↗
Apr 11
Space Investor — @SpaceInvestor_ @NASAArtemis @USSpaceForce @SpaceX @hawkeye360 @Defiance_ETFs $RKLB multi-launches (3) agreement with iQPS.
$RDW & $LUNR selected for Andromeda $1.843B IDIQ
$VO…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 10
Mike Investing — 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…↗
Apr 10
AlmaCap — @NASA Looking forward to their return - this is a great success for Project Ignition!
More CLPS task orders for $FLY and $LUNR soon and Artemis III next year?!👀↗
Apr 10
AlmaCap — @Msmith47251 NASA's fiscal year (FY) 2026 budget is set at approximately $24.4 billion but $RKLB investor believes serving them is not a viable business.
$FLY $LUNR↗
Apr 10
AlmaCap — @Msmith47251 NASA has invested over $100bn into the Artemis program to date - but $RKLB investor believes that there is no money to be made.
Meanwhile Blue Origin, SpaceX, $LUNR a…↗
Apr 10
AlmaCap — The confirmed landers to date:
- $FLY Blue Ghost (4 missions: 2026, 2027, 2028 x2)
- $LUNR Nova-C (4 missions: IM-3, IM-4, IM-5 + 1 prior)
- Blue Origin Blue Moon (1 mission: V…↗
Apr 10
AlmaCap — @SushantJos39350 ^ $RKLB investor confirms that $RKLB does not have a lunar program and is not part of the moon race.
$LUNR and $FLY are the two public companies delivering lunar…↗
Apr 10
AlmaCap — $FLY, per NASA article publish 24 March 2026, as part of Project Ignition NASA wants 30 CLPS missions starting 2027.
Of those 30 missions, only 5 are awarded so far (excluding mi…↗
Apr 9
AlmaCap — Newly released NASA ETF has a 4.7% holding of $FLY
Also holds SpaceX and some other space stocks:
$ASTS $PL $SATS $FTC $FPLSF $OHB $LUNR $RKLB
I don't like all of these picks but…↗
Apr 9
AlmaCap — $FLY given one of the core pillars is the lunar segment, its worth revisiting NASA's lunar roadmap.
Artemis II (now): 4 astronaut crewed lunar flyby, the first since Apollo 17.
A…↗
Apr 9
InvestmentGuru — 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 + catalyst…↗
Apr 8
Space Investor — $RDW / $LUNR: Redwire and Intuitive Machines, alongside other vendors including Anduril and BAE, were awarded spots on the $1.843B ceiling firm-fixed-price, IDIQ contract for the A…↗
Apr 8
PhotonBull — $FLY is the next big space runner after $ASTS $RKLB $SATL $BKSY $LUNR $RDW etc?
Seeing a lot of people discuss $RKLB vs $FLY
I think $RKLB is obviously safer and better as a comp…↗
Apr 8
AlmaCap — @Xotic_Doge @PhotonBull @LanterisSpace Lanteris (declining low margin satellite manufacturing) isn't really the exciting thing about $LUNR, its their communications constellation (…↗
Apr 8
AlmaCap — @linxu0127 I like $LUNR, their lunar communications constellation is going to be a recurring revenue beast and they are frontrunner for the lunar terrain vehicle contract.
I am no…↗
KawzInvests 🦑 — $RKLB trades at roughly 45x 2026 revenue estimates.
$FLY guides for $420 to $450 million this year and trades at about 13x that. The market cap gap between them is 7 to 1.
But $…↗
Apr 8
PhotonBull — Decided to go long $FLY earlier this week after being introduced to the company by @AlmaCap114204
Everyone is buying $RKLB at a $40B market cap for space exposure, yet almost nob…↗
Apr 8
AlmaCap — @groyplax I think the biggest short-term catalyst is likely block awards for lunar landers, something like 6-12 landers all ordered at once for a 2-3 year period. Should see both $…↗
Apr 8
AlmaCap — @groyplax Agreed completely, when they initially IPO'd I was interested due to the successful Blue Ghost landing but stayed away as I thought it was too expensive and far too risky…↗
Apr 8
PhotonBull — One of the most experienced space investors I know, highly recommend following this account
$FLY $ASTS $RKLB $LUNR $BKSY↗
Apr 8
InvestmentGuru — 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…↗
Apr 8
InvestmentGuru — 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 thi…↗
Apr 7
InvestmentGuru — Space is one sector to concentrate
$RKLB
$ASTS
$SIDU
$SATL
$SPCE
$PL
$RDW
$LUNR
$FLY↗
Apr 6
Tradable Astronaut — The names reflecting that strength:
$SATL +24.4%.
$SPIR +18.9%.
$LUNR +18.5%.
$FLY +15.7%.
$BKSY +11.5%.
Space is dominating the leaderboard while everything else is bleeding.…↗
Apr 6
InvestmentGuru — The space sector is entering a
full re-rating phase
$RKLB
$ASTS
$RDW
$LUNR
$FLY
$PL
$SATL
$NASA
$SIDU↗
Apr 6
Mike Investing — 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…↗
Apr 4
Mike Investing — I’ve said it before, & I’ll say it again…
These 8 names are the BEST dip-buying opportunities available, & will create generational wealth for many in 2026:
1. AST SpaceMobile -…↗
Apr 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
InvestmentGuru — NASA just launched Artemis II — and the moonbase era has officially begun.
Here’s what’s actually happening right now:
🌕 Artemis II launched April 1, 2026
→ First crewed mission b…↗
Apr 3
Space Investor — $LUNR: "This was an opportunity bomb", Intuitive Machines CTO Tim Crain told Payload.
$FLY: "We’re pumped about it, because it’s a recognition that the things we were already doi…↗
Apr 3
InvestmentGuru — $LUNR
is no longer a concept stock. It has real contracts, real missions flown, real government revenue, and a real acquisition that transforms it into a multi-domain space prime…↗
Apr 3
InvestmentGuru — Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with…↗
Apr 2
Space Investor — A week ago, I flagged $RDW, $VOYG, and $LUNR as overlooked names with significant short term upside.
The thesis was simple:
The Street hadn’t digested the Lunar Base narrative, N…↗
Apr 2
Chris Ray — Investors just realized that space is awesome.
$RKLB $ASTS $VOYG $LUNR $RDW $PL $BKSY $SATL $VSAT $IRDM https://t.co/Vb1cT5ZosL↗
Apr 2
Chris Ray — If you bought $LUNR Monday afternoon, you’re up 47% right now… 🤯 https://t.co/XcND3VC4ff↗
Apr 2
AlmaCap — 🚀 $FLY is building the most complete space business, most people haven't noticed the SciTec upside yet...
Alpha + Eclipse — Launch
- Alpha (small lift) already flying 24hr respon…↗
InvestmentGuru — THE SPACE WATCHLIST
🔵 $RKLB
→ The #1 pure-play public launch company. Only Western rival to SpaceX with proven cadence
→ $602M revenue, 38% YoY growth, $2B+ backlog, Neutron roc…↗
Apr 2
Dustin — $RKLB $100+ coming
$ASTS $140+ coming
$LUNR $40+ COMING
Don’t sleep on it ; the space hype is back and stronger than ever↗
Apr 2
InvestmentGuru — TWO CATALYSTS. ONE SECTOR READY TO RUN.
Today could mark a turning point for space investing:
Artemis II sends humans back toward the Moon after 50+ years, while SpaceX reportedly…↗
Apr 2
InvestmentGuru — A SpaceX IPO will mark the space industry as a “fully-fledged pillar of the public markets,” with spillover effects across satellite services, in-orbit operations, data & analytic…↗
InvestmentGuru — Best way to play SpaceX IPO
$RKLB
$ASTS
$SATL
$PL
$RDW
$LUNR
$FLY↗
— "The strategy of one company will not achieve all of these ambitious goals.
It takes the power and innovation of the U.S. economy and the entire space sector. It takes a bold vis…
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 28
Chris Ray — How much is your favorite space stock down from 2026 YTD highs? 🤔
-43.3% $RDW
-39.5% $VOYG
-39.4% $ASTS
-38.8% $RKLB
-29.8% $FLY
-24.9% $LUNR
-21.0% $BKSY
-14.9% $PL
-12.9% $SATS↗
Mar 27
Dillon Valdez — Rough day. Portfolio closed down -3.87%
S&P -1.67%, Nasdaq -2.15%, Dow -1.73%. It stings, but it's not a story.
The names that got hit hardest were $OUST (-8.54%), $LUNR (-8.89%)…↗
Mar 27
InvestmentGuru — $RKLB $ASTS $RDW $SATL $LUNR $PL $SIDU stocks that I am watching↗
Mar 26
InvestmentGuru — Space trade is going to be hot for next few weeks before SpaceX IPO
$RKLB $ASTS $RDW $PL $SATL $LUNR $SIDU $DXYZ $VCX↗
Mar 26
InvestmentGuru — Space trade is heating up — and this move feels different
Recent developments around SpaceX have sparked a strong rally across the sector, but this is more than just hype. We’re…↗
Mar 25
Tradable Astronaut — While the macro debate raged, @AionAnalytics was quietly pointing at one sector.
SPACE. 9/9 models bullish. 100% exposure. Risk-on.
Today:
$LUNR +18%
$FLY +14%
$RKLB +12%
$AS…↗
Mar 25
Space Investor — $FLY / $LUNR
"CLPS (the Commercial Lunar Payload Service program) already had money, and we’re drastically expanding it."↗
Mar 25
CK Capital — SpaceX is filing for its IPO as soon as this week.
$75 billion raise. $2 trillion valuation.
Largest IPO in the history of public markets.
And every space stock I own is going a…↗
Chris Ray — After falling sharply yesterday, space stocks are RIPPING today on SpaceX IPO rumors.
Does your portfolio have space sector exposure?
$FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY…↗
Mar 25
Chris Ray — @RKLBMan Gemini —> $LUNR https://t.co/I966wtunmI↗
Mar 25
InvestmentGuru — $RKLB $ASTS $RDW $SATL $SIDU $PL $LUNR will see momentum on this IPO https://t.co/ULjk3sNGtp↗
Space Investor — $LUNR: Intuitive Machines selected for upcoming CLPS mission to deliver NASA payloads to the Moon south polar region. https://t.co/ouU95RfIdx↗
Mar 24
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 24
Space Investor — $RKLB / $LUNR / $RDW / $VOYG
NASA just handed the commercial space industry its biggest procurement signal in decades.
We are going back to the Moon, and this time to stay. https…↗
Mar 24
Space Investor — $LUNR: NASA changing LTV procurements for accelerated timeline. https://t.co/cgRuVgnjK4↗
Mar 24
Chris Ray — Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔
$FLY $R…↗
Mar 24
Chris Ray — Just a reminder that Y Combinator batches are good leading indicators for tech industry shifts before they happen.
The Winter ‘26 batch has a bunch of space companies in the queue…↗
Mar 24
InvestmentGuru — $PL $RKLB $ASTS $RDW $SATL $SIDU $LUNR $FLY
Aerospace is quietly setting up
With a potential SpaceX IPO on the horizon, the entire space sector could see repricing across the b…↗
Mar 24
Dillon Valdez — SpaceTech is at the bottom of an S curve $AMZN $YSS $LUNR $RKKB $PL↗
Mar 22
KaizenInvestor — 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…↗
Mar 22
Chris Ray — SpaceX possibly IPO’ing above $2 trillion? 🤯
I suspect a serious re-rating for most space stocks when this IPO happens.
The significance of the space economy will be undeniable.…↗
Mar 22
Frenchie — Elon musk annonce Terrafab
Musk, c’est surtout un mec qui sait hyper ses projets. Il vend très bien le why now des data centers spatiaux : énergie solaire illimitée, refroidisseme…↗
Space Investor — $LUNR: IM double down on NSNS
"Intuitive Machines intends to invest in expanding its Near Space Network Services and establish a solar system internet independent of Earth.
Thr…↗
Mar 18
Mike Investing — I’ve said it before, & I’ll say it again…
These 8 names will create generational wealth for many in 2026:
1. AST SpaceMobile ~ $ASTS
2. Ondas Holdings ~ $ONDS
3. Ishares Bitcoin…↗
Mar 17
Tradable Astronaut — While $SPY was chopping the last two weeks the smart money was rotating.
The two hottest sectors on @AionAnalytics right now:
Space: 9/9 bullish. 3-day 94%. 20-day 92%. Construc…↗
Mar 15
Space Investor — $FLY / $LUNR
"Landers on the Moon on a monthly cadence starting in 2027" 👀↗
Mar 14
Mike Investing — The $1.75 trillion SpaceX IPO is now only 3 months away…
Leading to this event will cause space names to see euphoric upside just like $SNDK & $MU have seen.
These are the 5 spac…↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 7
Space Investor — No need to pay management fees.
Equal-weight these six positions for broad exposure to the coming Space Age.
$ASTS AST SpaceMobile
$RKLB Rocket Lab
$RDW Redwire
$VOYG Voyager Tec…↗
Mar 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 6
InvestmentGuru — Space stocks could see strong momentum before a potential SpaceX IPO.
When the largest private space company finally goes public, investors often rotate into public space names f…↗
Mar 5
Space Investor — $LUNR: That makes for 2/3 chances to land a Phase II LTV award for Intuitive Machines.
Good catch.↗
Mar 5
Space Investor — $LUNR / $FLY
THE LUNAR SPACE RACE IS BACK
"With the revised legislation, Cruz and the Senate committee have empowered Isaacman and NASA to make significant changes to the Artemis…↗
Mar 4
Serenity — @sindre_wold Having a $1.75 Trillion dollar Space company is probably the more bullish for all space stocks across the board from $FLY to $LUNR than US discovering aliens.↗
Mar 3
Space Investor — $LUNR
Under this selection, Intuitive Machines will design, build and deliver 18 advanced spacecraft platforms to help enable the next generation of space-based missile tracking c…↗
Feb 25
Space Investor — Being a contrarian means going against the grain and questioning the consensus.
They were wrong in 2023 about $RKLB
They were wrong in 2024 about $ASTS
They were wrong in 2025 abo…↗
Feb 25
Chris Ray — What’s happening to $LUNR? https://t.co/BPMK88LI9a↗
Feb 25
Space Investor — $LUNR
I don't agree this is "scummy" or disingenuous.
But here you have it, pricing is $15.12 for the $175M raise.
Reminder that this investment is going towards a project that…↗
Feb 25
Space Investor — $LUNR
JUST IN: Intuitive Machines today announced a $175 million strategic equity investment led by global institutional investors.
Intuitive Machines intends to invest in expand…↗
Feb 21
Space Investor — That's a common misconception. I don't flip core positions every two months.
I trade around macro and geopolitical noise when it aligns with my long term space thesis. Both can co…↗
Feb 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
Feb 17
Space Investor — Since Grok is supposedly the best AI at predicting the future, I asked for year-end price targets on these stocks.
For fun only, not investment advice. Let me know if you got simi…↗
Feb 17
Space Investor — $LUNR
B. Riley raised the firm's price target on Intuitive Machines to $25 from $20 and keeps a Buy rating on the shares.
Intuitive's Near Space Network Services satellite conste…↗
Feb 15
Space Investor — $LUNR
Intuitive Machines upcoming Catalysts
h/t: u/VictorFromCalifornia on Reddit↗
Feb 14
Space Investor — SPACE STOCKS: Only the very best.
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW / $VOYG
Comms $ASTS / $AMPG
Earth Observation $PL / $BSKY
Sats & Robo…↗
Feb 13
Space Investor — $LUNR
Intuitive Machines is all about the Moon & Nuclear Power Systems, a big focus for NASA in 2026.↗
Feb 13
Space Investor — MarketBeat: 10 space stocks that could 10x in the next five years.
Very shallow analysis, but the more exposure for space companies, the better.
1. $VOYG
2. $ASTS
3. $RKLB
4. $LU…↗
Feb 10
Chris Ray — Instead of chasing the best name in a category after arriving to the thesis late, I’d rather just dabble in some secondary names in the same space.
For example, $RKLB is the clear…↗
Feb 9
Chris Ray — @ryansfinance $ONDS without a doubt.
Personally don’t love $RDW.
$RKLB is the highest quality but a little pricey rn. Would take a closer look at $PL, $LUNR or $VOYG.
NFA↗
Feb 9
Dillon Valdez — $PL $LUNR $RKLB will be other beneficiaries↗
Feb 9
Space Investor — The Moon is the focus this year.
•Artemis II
•Blue Ghost II / $FLY
•IM-3 / $LUNR
...And $RDW is providing critical technology powering all three missions.↗
Feb 8
Space Investor — Over the last 12 months, Goldman Sachs Space Basket has outperformed both the Defense and Industrials sector by roughly 2x.
Top 5 companies by weight: $LUNR, $RDW, $FLY, $ASTS, $S…↗
Feb 8
Mike Investing — These are the top 10 BEST picks under $10B
1. $ONDS builds wireless, & autonomous systems for defense, & industrial use.
2. $ZETA turns customer data into AI driven marketing deci…↗
Feb 7
Space Investor — NEW PORTFOLIO ALLOCATION
As of today, here’s my updated allocation (rounded for simplicity):
25% $RDW
15% $LUNR
15% ETH
10% $RKLB
10% $AMPG
5% Dopamine basket: $ASTI, $MNTS, $SYP…↗
Feb 7
Space Investor — $ASTI / $LUNR
There are solid reasons to believe Ascent Solar Technologies thin-film solar solutions could play a key role in helping Intuitive Machines' Lunar Terrain Vehicle ach…↗
Feb 6
Space Investor — $LUNR / $FLY
Big focus on the Moon this year:
Artemis II, the Ensuring American Space Supremacy Act, and now SpaceX shifting its focus. https://t.co/FSgLuIemsn↗
Feb 6
Space Investor — $LUNR
Intuitive Machines is a new core position for me.
That dip was too good not to take a serious bite.↗
Feb 6
Mike Investing — Yesterday was your opportunity to take advantage of the pullback like said.
These 8 names are seeing notable upside take place today:
$CRWV +22%
$NBIS +18%
$ONDS +12%
$LUNR +16%…↗
Feb 6
Space Investor — $LUNR
Intuitive Machines was selected Thursday to help NASA better understand Earth and improve capabilities to foresee environmental events and mitigate disasters.
They are e…↗
Feb 5
Space Investor — $RKLB / $RDW / $LUNR / $VOYG
The House Committee unanimously approved the NASA Reauthorization Act of 2026.
This bipartisan bill authorizes approximately $24.5B for NASA for FY 2…↗
Feb 4
Mike Investing — Accumulate these 10 stocks upon pullbacks in 2026:
$TSLA
$IREN
$ASTS
$RKLB
$ONDS
$AMZN
$EOSE
$NBIS
$LUNR
$CIFR
All dips on these rapidly growing companies should be taken full ad…↗
Feb 3
Mike Investing — Investing in these 5 sectors will make your portfolio greatly outperform the markets in 2026:
Space ~ $ASTS, $RKLB, $LUNR
AI ~ $IREN, $CIFR, $NBIS
Drones ~ $ONDS, $AVAV
Robotic…↗
Feb 3
Space Investor — $LUNR
Why "NASA is going nuclear" is a massive tailwind for Intuitive Machines (IM).
🗓️June 2022, Intuitive Machines (IM) awarded $5 Million to Provide a Solution to Deliver Fis…↗
Feb 1
Mike Investing — These 10 picks are the current best risk to reward opportunities available:
~ $ONDS at $10
~ $EOSE at $14
~ $IREN at $53
~ $AMZN at $239
~ $NFLX at $83
~ $NBIS at $85
~ $ZETA at $…↗
— These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
$SATL
SpaceX will make all space stocks go to the moon.
Space Investor — $LUNR
Intuitive Machines price target raised to $26 from $20 at KeyBanc.
KeyBanc sees an ideal macro environment persisting through 2026, driving significant growth opportunities…↗
Jan 27
Space Investor — $LUNR
Clear Street with a Street high of $25 https://t.co/8x7DT5o8ym↗
Jan 27
Space Investor — Street check on space stocks. 👇
WallStreet's been late on space names, so read accordingly.
Covering: $ASTS, $RDW, $RKLB, $VOYG, $PL, $LUNR↗
Jan 26
Space Investor — Most hyped stocks on social media:
#1 $ASTS
#5 $LUNR
#10 $RKLB
#13 $PL https://t.co/5xt4gGqFq7↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
Jan 25
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
Jan 25
Space Investor — Based on a $1.5T valuation and projected FY 2026 revenue of $22–24B, SpaceX would trade at roughly a 65x P/S multiple on IPO day.
If we play a very unscientific game and assume th…↗
Jan 24
Space Investor — The Space Avengers are off to a strong start for 2026.
$RDW | 59%
$ASTS | 52%
$VOYG | 39%
$PL | 36%
$RKLB | 26%
$LUNR | 20%
Insane moves so far, and the year is still young. Wha…↗
Jan 23
Space Investor — @poopoopeeperpoo The acquisition of Lanteris Space Systems by $LUNR transformed the company into a Space Prime. Also, don't forget there's big catalysts ahead with milestones in bo…↗
Jan 23
Space Investor — THE SPACE AVENGERS
I see these six companies as the highest-quality names in the space sector.
Redwire | $RDW
Rocket Lab | $RKLB
AST SpaceMobile | $ASTS
Voyager Technologies | $V…↗
Jan 23
Tradable Astronaut — $RDW time for the real move ?👀
$ASTS l $VOYG l $RKLB l $LUNR l $PL https://t.co/Ow2Lk7rmXN↗
Jan 23
IvanaSPEAR — Space is🚀this year. Here is why you should put it on your radar:
▪️Data centers in space are not sci-fi. Satellites currently use solar power and have computers on board. Benefit…↗
Jan 23
Mike Investing — In 2025 many millionaires were made from my callouts…
Some of which include:
$AMD at $76 & ran to $267+
$HOOD at $29 & ran to $154+
$BABA at $80 & ran to $192+
This year these…↗
Jan 23
Mike Investing — There is 1 main sector that you should prioritize within your portfolio…
That is the Space theme.
Leading up to the $1.5T SpaceX IPO it’s clear this sector will dominate the mark…↗
Jan 22
Wayne Liang — A few of my largest trades in 2025:
$ONDS from $0.83 to $11.61
$NUAI from $1.85 to $6.88
$OPEN from $0.58 to $9.79
$CIFR from $3.01 to $24.69
$IREN from $6.30 to $72.23
A ton of…↗
Jan 22
Mike Investing — The President & the White House have been quite literally telling you what sectors to invest in:
Space ~ $ASTS, $RKLB, $LUNR
Robotics ~ $TSLA, $RR, $PATH
AI ~ $CIFR, $IREN,…↗
Jan 21
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
SpaceX will make all space stocks go to the moon.↗
Jan 21
Chris Ray — Much needed deep dive on $LUNR following their recent acquisition of Lanteris.
Haven’t looked at this company since I sold out of a small position in early 2025, but they seem to…↗
Jan 21
Space Investor — @djx9374 LTV would still be huge for $LUNR↗
Jan 20
Midas — The space economy featuring $RKLB $ASTS $LUNR https://t.co/eIQuS4oE29↗
Jan 19
Mike Investing — 2026 is your turn to become a millionaire…
Last year there was many generational opportunities like:
~ $AMD at $76 & ran to $267+
~ $TSLA at $210 & ran to $499+
~ $HOOD at $29…↗
Jan 19
Mike Investing — 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…↗
Jan 19
Dillon Valdez — Thanks Jag, I’d be lying if I didn’t say you’re one of my favorite follows with some of the best ideas.
Credit needs to go where credit is due.
Up next on my to do list is $LUNR…↗
Space Investor — The Space Avengers this year.
$ASTS: 55%
$RDW: 48%
$PL: 45%
$RKLB: 36%
$VOYG: 32%
$LUNR: 29%↗
Jan 17
Space Investor — Space stocks are among the most mentioned names on Reddit in the last 24 hours.
#1 $ASTS
#4 $RKLB
#15 $LUNR
#33 $PL
#70 $RDW https://t.co/ebD8FNH7Qf↗
Jan 16
Tradable Astronaut — $RDW Up 54% from our entry in https://t.co/7wVMAFWQC5
Use code LOYAL to join today!
$ASTS l $RKLB l $VOYG l $LUNR https://t.co/H9bmibaKDt↗
Jan 13
Space Investor — $LUNR / $RDW / $FLY
I know a company or two that might benefit. https://t.co/YyYkDHmykG↗
Jan 13
Space Investor — $LUNR / $LUNL
LUNL is designed for traders who seek magnified, short-term bullish exposure to Intuitive Machines.
By seeking to deliver 200% of the daily percentage change in th…↗
Jan 13
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 12
Tradable Astronaut — Space Theme🚀🚀
$LUNR $10 to $19
$ASTS $54 to $94
$RKLB $52 to $85
$VOYG $31 to $32 (laggard)
Join https://t.co/7wVMAFWiMx to get ahead https://t.co/VGNz9wGoMK↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 11
InvestmentGuru — Aerospace Stocks to Watch in 2026
$RKLB – Leading rocket launches, big commercial potential
$ASTS – Advanced satellite tech & space communications
$RDW – Defense & aerospace comp…↗
Jan 8
Black Panther Capital — 2026-2030 money flow prediction:
Capital hits AI hardest first → fuels robotics breakthroughs → unlocks space scale.
AI leaders: $NVDA $MSFT $GOOGL $AMZN $META
Robotics surge:…↗
Jan 8
Black Panther Capital — 👀SPACE SECTOR + IPOs FOR 2026:
SpaceX IPO rumors at $1T valuation:
Key beneficiaries:
- $ASTS
- $RKLB
- $LUNR
- $PL
Global space economy to $1.8T by 2035 per projections.
Asy…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 6
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
Jan 4
Midas — This is the only stock list you need for the next 10 years:
Space $RKLB $ASTS $LUNR
Neoclouds: $IREN $NBIS $CIFR $WULF
Quantum: $CCCX $IONQ
Follow for part 2.↗
Midas — What’s the best space stock that hasn’t run up yet:
$MDA
$FLY
$VOYG
$LUNR
$RDW
Cannot be $ASTS $RLKB.↗
— Runners Everywhere Today — Risk Is ON
The market flipped the switch to full momentum mode, with speculative growth leading across the board. Capital is clearly rotating into futu…
Chris Ray — After running more than 40% in 3 consecutive trading days, it looks like $RKLB is finally starting to cool off with a 6-7% drop in after hours trading tonight.
Other popular space…↗
Dec 22
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
Dec 21
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
Dec 21
Black Panther Capital — 1/ Everyone’s asking: “What should I buy for 2026 gains?”
Here’s 4 unstoppable megatrends trends for 2026 to lock in the AI explosion:
NFA. DYOR.
Thread 🧵
TLDR:
$IREN, $NBIS,…↗
Dec 20
TheValueist — $LUNR Intuitive Machines: Scaling Into a Diversified Space Infrastructure Prime
Intuitive Machines is transitioning from a lunar-focused contractor into a diversified space infras…↗
Dec 20
TheValueist — $LUNR Intuitive Machines: Scaling Into a Diversified Space Infrastructure Prime https://t.co/BUtjgNYt99↗
Dec 19
Chris Ray — The space sector is CRUSHING today. 🚀
This follows the signing of an executive order that ensures American space superiority, the awarding of T3TRK for Rocket Lab, and launch upd…↗
Dec 19
InvestmentGuru — U.S. Space Sector Ignites on Policy Shift & Industry Catalysts
U.S. space stocks rallied sharply as a meaningful shift in U.S. space policy and renewed industry momentum sparked a…↗
Space Investor — $LUNR / $FLY
"Moon" (2x) and "lunar" (8x) show up a lot in the text as well.
Hard not to like what that signals for these two companies. https://t.co/Jq4OHzllYU↗
Dec 18
Space Investor — $LUNR
JUST IN: KeyBanc initiates Intuitive Machines with a $20 price target.↗
Dec 18
Space Investor — @mc_khristina $LUNR is one of them. https://t.co/VPzEom6sVN↗
Dec 16
Space Investor — $LUNR
Might be time to let Intuitive Machines out of the penalty box.
Solid acquisition and many catalysts ahead.↗
Dec 16
Midas — These space stocks are undervalued for 2026:
1. $RKLB
2. $ASTS
3. $FLY
3. $LUNR
4. $AMTM
Data centres in space + SpaceX IPO narrative will go crazy.↗
Space Investor — HIGH CONVICTION PICK: $RDW
In 2023, I brought you:
$RKLB at $4.83
$RDW at $4.54
$LUNR at $5.16
In 2024:
$KULR at $0.40
And in Jan 2025:
$ASTS at $17
Now I see a solid setup in…↗
Space Investor — Interesting move by Ark Invest today, selling $RKLB & $KTOS to buy $LUNR
🤔 https://t.co/pI3yr4pts9↗
Jul 27
Space Investor — @Assholetrading @InterluneSpace I need to see a flawless landing before getting back on the $LUNR bandwagon↗
Jul 23
Space Investor — $LUNR
Intuitive Machines moving big today !
No official news yet, but there’s growing chatter about potential LTV awards and new CLPS contracts on the horizon… https://t.co/UqjtA…↗
Jul 17
Space Investor — @PurposeFundXYZ went fast, honestly.
About 18–24 months ago, I put $50K each into $RKLB, $RDW, and $LUNR.
That shot up to $650K in about a year. Then I sold RDW and LUNR and ro…↗
Jul 16
Space Investor — Four new ratings this morning
$RKLB $50 BofA
$RDW $21 Canaccord
$BKSY $28 Canaccord
$LUNR $10.5 (down from $16) BofA↗
Jul 5
Space Investor — 1. NASA ARTEMIS
The mega‑bill include substantial support for NASA’s Artemis in the form of $10 billion around Artemis IV & V, Mars mission development, ISS operations/deorbit, an…↗