$MDA — FinTwit mentions on Surfaced

$MDA — FinTwit mentions on Surfaced

Recent mentions

84 mentions

@michaelsikandJul 16, 2026 · 8:17 PM

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 no reason to concentrate this capital when there's this many deals across themes. Indexes are holding up well, the AI buildout is accelerating, earnings are coming up, and economic data is relatively strong. This looks like a generational retail shakeout, where leverage is just getting unwound, and sentiment is driving not facts and data. I feel like we might be towards the back end of this high beta rinse. But of course my timing could be wrong. Things could fall further on Iran escalation which of course has a knock on effect with interest rates, which could certainly mean major pain ahead. Adding to each of my 6 @joinautopilot portfolios equally and then to my favorite international stocks, other picks, and microcaps not reflected there. Memory Supercycle ($14,286): $MU 5.78% $SNDK 5.13% $EWY 2.25% blockstack:native 0.59% $WDC 0.53% Photonics Is Next ($14,286): $LITE 2.32% $COHR 1.99% $AAOI 1.95% $TSEM 1.78% $CIEN 1.46% $VIAV 1.39% $GLW 1.29% $AEHR 0.92% $MRVL 0.60% $AXTI 0.57% Asymmetrical Bets ($14,286): $AAOI 3.38% $NBIS 3.36% $MAGS 2.74% $SONY 2.64% $APP 2.17% AI Factories ($14,286): $NBIS 4.14% $CRWV 2.18% $CLSK 1.47% $HUT 1.30% $BRUN 1.16% $SHAZ 1.15% $CORZ 0.74% $WULF 0.72% $GLXY 0.72% $APLD 0.71% Space Economy ($14,286): $RKLB 2.86% $ASTS 2.52% $SPCX 2.34% $MDA 1.93% $FLY 1.67% $BKSY 1.52% $LUNR 1.46% Modern Warfare ($14,286): $AVAV 5.33% $AVEX 3.92% $KTOS 2.61% $LASR 1.56% $ONDS 0.87% Other Bets ($14,286): KRKNF 1.02% LPTH 1.02% QCOM 1.02% ORCL 1.02% BE 1.02% NOK 1.02% OPTX 1.02% RDDT 1.02% LTRX 1.02% OUST 1.02% CCXI 1.02% SECZ 1.02% CRCL 1.02% ERII 1.02% This is NOT financial advice. I am not a licensed investment advisor. Do your own research and consult a licensed professional before investing. All investing involves risk, including loss of principal.

@almacap114204Jul 16, 2026 · 3:55 PM

$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 short sellers being out for blood. Please be careful.

@photonbullJul 16, 2026 · 2:35 PM

$MDA is a buy here Solid stock, solid valuation Never received close to the 'hype' of the others

@almacap114204Jul 15, 2026 · 1:54 PM

$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: > Significant competition from SpaceX and other companies; > Reliance on government demand; > Space is secondary in strategic importance to AI development; Why buy these when memory companies will experience almost guaranteed revenue growth with price hikes and capacity expansion and have extraordinary sums of funds available for share buybacks and distribution?! Not to mention the entire space basket is being shorted as a hedge by SpaceX investors whose shares are currently in lock up. My plan is to ride memory for another double and then review the market again, would not be surprised to see space companies delivering their revenue growth and somehow trading at significantly lower prices - by which point the SpaceX hedge trade should be unwinding

@spaceinvestor_dJul 14, 2026 · 12:51 PM

$MDA: MDA Space today announced the closing of its previously announced upsized bought deal offering of common shares of MDA Space in Canada and the United States. A total of 23 million Common Shares were issued and sold at a price of US$35.60 per Common Share for aggregate gross proceeds to the Company of approximately US$819 million.

@spaceinvestor_dJul 11, 2026 · 5:13 PM

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% $RDW 13% $VOYG 12% $MDA 10% $RKLB 7% $MNTS 5% $FLY 1% $LUNR -10% $SPCX -10% $ASTS -12% $VELO -20% $SPCE -22% $HAWK -41% $YSS -42% $SIDU -50% It certainly looks like there are some compelling opportunities starting to emerge for long term investors.

@spaceinvestor_dJul 8, 2026 · 9:10 PM

$MDA: MDA Space today announced that it has entered into a firm and irrevocable offer to acquire a majority interest in CLS, a global leading provider of AI-driven Earth observation value-added services and satellite IoT solutions. With more than 14,000 customers in approximately 150 countries, CLS is expected to generate approximately €286 million (C$465 million) in revenue in 2026. M&A season in full swing!

@spaceinvestor_dJul 8, 2026 · 1:41 PM

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 in space history. But every spacecrafts still needs star trackers, reaction wheels, solar arrays, radios, avionics, mission systems and more. That's why I like $RKLB, $RDW, $MDA and $LUNR (via Lanteris). Investors will eventually turn to the companies selling the tools, not just the massive miners.

@spaceinvestor_dJul 8, 2026 · 12:28 PM

$TSAT / $MDA: Telesat today announced that it has reached an agreement in principle with Canada’s Defence Investment Agency for Telesat Lightspeed services to deliver secure Military Ka-band (Mil-Ka) Arctic connectivity to the Canadian Armed Forces for the Enhanced Satellite Communications Project – Polar (ESCP-P) program. This agreement builds on the Strategic Partnership Agreement announced in late 2025 between the Defence Investment Agency, Telesat, and MDA Space for the ESCP-P program and reflects Canada’s strategy to leverage commercial expertise and innovations to accelerate delivery of critical sovereign capabilities. Telesat expects to deliver a comprehensive solution to the Canadian Armed Forces (CAF), including secure, Mil-Ka connectivity across Canada’s Arctic region, spanning 65 degrees to 90 degrees North latitude. The program will also include end-to-end network integration services, including user terminals, ground and control infrastructure, training, and support services.

@almacap114204Jul 7, 2026 · 3:05 PM

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 multiple between 3.00x and 3.50x now. Madness…. Watching for opportunities to allocate to other positions but for now not reallocating any funds given I can get economic exposure to the worlds most profitable company for < 3.50x FY27 PE Names I am watching: $SOI; $IREN; $KEEL; $FRMI; $LITE; $IQE; $LPK; $SIVE; $FLY; $LUNR; $ASTS; $GLXY; $MDA; $ALMU; $PENG Be prepared for influencers to pitch you no revenue companies or legacy software companies that are “cheap” Happy to opine on any ideas privately, feel free to DM

@investmentguru_Jul 3, 2026 · 6:14 PM

The Category Creator Portfolio Some businesses aren’t just “leaders” — they’ve built moats so wide, nobody’s even trying to cross them. $PLTR — Palantir Not a “software company.” It’s the only platform doing AI-driven ontology at classified government + enterprise scale simultaneously. Competitors sell tools. Palantir sells outcomes baked into defense and intelligence infrastructure that took a decade to build trust for. $SPOT — Spotify Global audio distribution + the algorithm that actually knows what you want to hear next. Apple Music and YouTube Music are label-first. Spotify is user-first. That’s why churn stays low and podcasting/audiobooks keep expanding the moat. $HIMS — Hims & Hers Direct-to-consumer telehealth with its own pharmacy, its own compounding, its own brand trust in categories people are embarrassed to walk into a clinic for. Nobody else owns the full stack front-to-back like this. $TSLA — Tesla Not just EVs. Vertically integrated batteries, FSD data flywheel, Optimus robotics, and a charging network competitors now pay to use. The closest comps aren’t even in the same business anymore. $AMD — Advanced Micro Devices The only credible alternative to Nvidia at scale in AI compute, while also owning x86 CPU share from Intel on the other side. Two-front dominance nobody else can claim. $DUOL — Duolingo Language learning + gamification + AI tutoring in one free-to-paid funnel with network effects (leaderboards, streaks, social) that no edtech competitor has replicated at this user count. $IBRX — ImmunityBio Proprietary IL-15 superagonist platform (Anktiva) — a completely different immunotherapy mechanism than PD-1/PD-L1 checkpoint inhibitors. First-in-class, not best-in-class. $ASTS — AST SpaceMobile Direct-to-cell satellite broadband from space, compatible with unmodified smartphones. Starlink’s version needs a partnered carrier workaround. AST built the actual satellites for it — patented spectrum + tech nobody else has cleared. $RKLB — Rocket Lab Only company besides SpaceX with a proven, reusable, frequently-flying orbital rocket AND a full space systems manufacturing arm (satellites, components, Neutron coming). Everyone else is still pre-revenue or single-product. $POET — POET Technologies Optical interposer platform integrating photonics at the chip level for AI datacenter interconnects. Nobody else has this exact manufacturing approach at this stage — first-mover on a bottleneck the whole AI buildout needs solved. $OKLO — Oklo Fast fission microreactor design with NRC engagement and a direct line to hyperscaler power deals. Most nuclear names are still legacy large-reactor. Oklo’s the closest thing to “AI power, deployed.” $CRWV — CoreWeave Purpose-built GPU cloud from day one, not a retrofit of general cloud infra. Hyperscaler-scale AI compute contracts without hyperscaler legacy overhead — a category it effectively created. $MDA — MDA Space Only Western company with proven satellite bus manufacturing + robotics heritage (Canadarm lineage) at commercial scale — critical infrastructure nobody’s replicating fast.

@spaceinvestor_dJun 30, 2026 · 5:26 PM

$MDA: Today, the Honourable Mélanie Joly, Minister of Industry and Minister responsible for Canada Economic Development for Quebec Regions, announced a $688 million contract to MDA Space Ltd. to build, test, and launch a replenishment satellite for the RADARSAT Constellation Mission (RCM). Canadian industry will be called upon to support design, manufacturing, and integration activities, ensuring a diversified supply chain across the country. In an increasingly dangerous and divided world, the Government of Canada is taking action by partnering with Canadian industry to build the equipment necessary to protect Canadians and secure our sovereignty.

@spaceinvestor_dJun 27, 2026 · 1:55 PM

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 fundamentals. Stocks going down while the business keeps getting stronger means opportunity to me. Here is where the Space sector is year to date: $IRDM 145% $SATL 135% $SPIR 109% $VSAT 65% $PL 33% $MNTS 23% $RDW 21% $BKSY 19% $MDA 16% $RKLB 11% $LUNR 11% $FLY 7% $VOYG 5% $SPCX -5% $SPCE -10% $ASTS -14% $YSS -22% $HAWK -38% $SIDU -40% During a rough patch, it’s easy to feel discouraged but stepping back, looking at the big picture, and taking a deep breath is often the best decision.

@spaceinvestor_dJun 26, 2026 · 3:27 PM

$MDA: MDA is buying access to an estimated 3.5B pipeline, expanding its spacecraft manufacturing capabilities and strenghtening its position across defense, communications, Earth Observation, and next gen space infrastructure. Scale is becoming a competitive advantage. https://t.co/8WhtCQ8TPb

@spaceinvestor_dJun 26, 2026 · 12:36 PM

$ASTS / $MDA: Japan is expected to select a proposal this month for its domestically owned Direct-to-Device satellite network, called J-LEO. The Ministry of Internal Affairs and Communications (MIC) has already committed roughly $1B in subsidies, covering up to 50% of the project's total cost. AST SpaceMobile and MDA Space currently appear to be the two frontrunners for the award.

@spaceinvestor_dJun 25, 2026 · 1:36 PM

$RDW / $MDA : The major nugget buried in this Bill is the emphasis on Link-16. Compatibility means using similar infrastructures from Tranche 0-2. Who provided the antennas for previous Tranches in the past? Tranche 0: Redwire Tranche 1: MDA Space & Redwire Tranche 2: Redwire, (via subcontract with $RKLB and $YSS)

@spaceinvestor_dJun 25, 2026 · 9:52 AM

$MDA: MDA Space has been selected by Mitsubishi Electric Corporation to design and manufacture the digital payload, antennas and various subsystems for the next-generation defence communications satellite program ordered by the Japan Ministry of Defense. This satellite program will replace DSN-2, also known as Kirameki-2, in geostationary orbit. https://t.co/hjsl8JBdQS

@spaceinvestor_dJun 24, 2026 · 11:47 AM

$MDA: MDA Space has been awarded a contract by the Canadian Space Agency (CSA) to supply an advanced, synthetic aperture radar (SAR) satellite that will operate with the RADARSAT Constellation Mission (RCM) satellites. In addition to the space segment, the contract provides for launch and the enhancement of the satellite ground control, security and data management systems. This follows an initial $44.7M contract to procure and deliver long lead parts awarded in December of last year.

@investmentguru_Jun 22, 2026 · 10:35 AM

Space Sector — Patience Is The Trade Right Now $RKLB $ASTS $PL $RDW $SIDU $MDA $SATL $FLY - The $SPCX IPO was the catalyst. It delivered. Now the sector is digesting. - Profit-taking after a major event is healthy — not bearish. This is how sectors breathe. - Post-IPO cooling is textbook. Smart money books gains, weak hands shake out, then the next leg begins. - Bottoming signals are forming — but confirmation matters more than catching the exact low - Rushing in before the dust settles = unnecessary risk when patience costs you nothing The playbook here is simple — let the sector cool, let volume dry up, watch for the next catalyst cycle to emerge (contracts, launches, earnings, government spend). The space economy thesis hasn’t changed. The timeline between catalysts is just where discipline separates the long-term holders from the noise traders. Watchlist stays the same. Trigger fingers stay off. Not financial advice.

@spaceinvestor_dJun 20, 2026 · 2:10 PM

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 performing year-to-date: $SATL 207% $AMPG 174% $IRDM 151% $SPIR 143% $MNTS 80% $VELO 80% $VSAT 70% $RDW 59% $RKLB 41% $BKSY 39% $PL 38% $VOYG 35% $FLY 30% $LUNR 28% $MDA 28% $SPCX 15% $SPCE 8% $ASTS -3% $YSS -8% $SIDU -25% $HAWK -33% Short-term volatility. Long-term opportunity.

@photonbullJun 20, 2026 · 1:04 AM

$MDA $MDA.TO remains one of my favourite space stocks here. I feel like they are one of the only space companies who are actually making money and they are also the only one who have not received a crazy space valuation multiple. They also announced a new acquisition today: MDA Space is buying Blue Canyon Technologies from RTX in an all cash deal worth US$620M, pulling a profitable smallsat bus and component manufacturer out of Raytheon and into a pure play space prime. BCT brings 85+ spacecraft launched, 3,500+ products on orbit, 400+ engineers, and two Denver manufacturing facilities, giving MDA an instant US defence space footprint. The strategic logic is market access. This is MDA buying its way into the US government space supply chain at the exact moment defence space demand is structurally accelerating, adding US$3.5B to its opportunity pipeline and a local manufacturing base that lets it compete for missions previously closed to a Canadian prime. Financially it is clean. The deal is fully financed at signing through senior secured debt, expected to close by year end 2026, accretive to adjusted EBITDA and EPS in 2027, with pro forma leverage staying inside the 1.5x to 2.5x target range. A cash generating business bolted on without diluting holders or stretching the balance sheet past stated limits.

@photonbullJun 19, 2026 · 10:47 PM

Some nice moves in Europe too where $LPK was up 13% $MDA $MDA.TO was up 6% on an acquisition announcement in canadian trading too Other than $KEEL $LPK $MDA, seems like it was a pretty boring day on the markets Not counting Australian/Korean trading here, where $EOS.AX and memory stocks made a move

@spaceinvestor_dJun 19, 2026 · 10:57 AM

$MDA: MDA Space has signed a definitive agreement to acquire 100% of the membership interests of Blue Canyon Technologies LLC in an all-cash transaction for a purchase price and enterprise value of US$620 million (approximately C$874 million), subject to purchase price adjustments. Blue Canyon Technologies (BCT) is a spacecraft and satellite component manufacturer and mission services provider, currently part of RTX’s Raytheon business.

@investmentguru_Jun 16, 2026 · 10:44 AM

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 goes public, the entire sector re-rates. Own this before the flood. $RKLB — Rocket Lab is the vertically integrated backbone of the new space economy. Launch + satellites + components. The only credible alternative to SpaceX for small payload delivery. $ASTS — The boldest idea in the stack. Space-based cellular connectivity direct to unmodified phones. If it works at scale, every human on Earth is a potential subscriber. $RDW — Redwire is the quiet enabler. In-space manufacturing, solar arrays, critical hardware for NASA and DoD missions. Infrastructure layer that every mission depends on. $PL — Planet Labs owns the eye in the sky. Daily imaging of the entire Earth surface. Defence, agriculture, climate, intelligence — data demand compounds every year. $LUNR — Intuitive Machines is the gateway to the Moon. NASA’s CLPS program gives them recurring revenue while Artemis builds the long-term lunar economy runway. $FLY — Blade Air Mobility bridges Physical AI and space-adjacent transport. Urban air corridors today, the infrastructure template for tomorrow’s aerial economy. $SATL — Satellogic brings high-resolution Earth observation at dramatically lower cost. Democratizing geospatial intelligence for markets that couldn’t afford it before. $SIDU — Sidus Space with persistent LEO satellite operations and IoT connectivity. Small cap, high asymmetry, early positioning before institutional discovery. $MDA — Canada’s crown jewel in space infrastructure. Robotics, satellite systems, and deep government contract backlog. MDA built the Canadarm — now building the next era. The SpaceX IPO narrative doesn’t lift one stock. It re-rates the entire sector. Be early or be late. Not financial advice.

@photonbullJun 15, 2026 · 8:33 PM

Casual $412 billion dollar gain for $SPCX This is more than double the combined market cap of $ASTS $RKLB $FLY $PL $SATS $SIDU $BKSY $MDA I guess Elon wasn't lying when he said SpaceX would prioritize going to the Moon over going to Mars https://t.co/oxnpujqDtR

@itsmichaelluuJun 15, 2026 · 11:15 AM

$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 globally. $RKLB 9% Rocket Lab — builds Electron rockets and Neutron, launches small satellites to orbit. $MDA 7% MDA Space — Canadian satellite manufacturer, builds Canadarm robotics and LEO constellations. $SPCX 7% SpaceX — Starship, Falcon 9 launch vehicles, and Starlink global satellite internet constellation. $ASTS 5% AST SpaceMobile — building space-based cellular broadband connecting standard smartphones directly. $LUNR 5% Intuitive Machines — lunar landers delivering NASA payloads to the Moon's surface. $PL 5% Planet Labs — daily Earth imaging constellation; sells satellite imagery and geospatial analytics.Mid holdings (3–4%) $VSAT 4% Viasat — satellite broadband networks for commercial aviation, maritime, and government users. $FLY 4% Firefly Aerospace — Alpha rocket launches, Blue Ghost Moon lander, lunar logistics provider. $VNP 4% 5N Plus — produces space-grade high-purity semiconductor materials for satellite solar cells. $VOYG 4% Voyager Technologies — space systems integrator serving NASA and defense satellite programs. $YSS 4% York Space Systems — manufactures standardized S-class satellite platforms for government constellations. 3491 TTTW 3% Win Semiconductors (3105/3491) — GaAs compound semiconductor foundry supplying RF chips for satellites. $IRDM 3% Iridium — global LEO satellite constellation providing voice and data coverage everywhere on Earth. $BKSY 3% BlackSky Technology — real-time Earth intelligence platform using electro-optical satellite imagery. 186A JPJP 3% Astroscale — Japan's on-orbit space debris removal and satellite life-extension services pioneer.Small holdings (1–2%) $VPG 2% Vishay Precision Group — precision sensors and resistors used in satellite and aerospace systems. $LASR 2% LIGHT — high-power fiber and semiconductor lasers for directed energy weapons and satellites. $FTC LNU 2% Filtronic — UK RF component maker supplying mmWave amplifiers for Starlink and satellite comms. 464A JPJP 2% QPS Holdings — Japanese SAR satellite constellation for high-frequency Earth observation imaging. $LPTH 2% LightPath Technologies — infrared optics and assemblies for space imaging and defense sensors. 9412 JPJP 1% SKY Perfect JSAT — Japan's leading satellite operator for broadcasting and communications. $VELO 1% Velo3D — metal additive manufacturing for rocket engines and complex aerospace flight hardware. 3105 TTTW 1% Win Semiconductors — world's largest GaAs foundry; RF chips enabling satellite phased-array antennas. $AVIO 1% Avio — Italian rocket maker; builds Vega launcher and propulsion systems for European space missions. 290A JPJP 1% Synspective — Japanese SAR satellite operator providing all-weather Earth observation and analytics. $NN 1% NN Inc — precision machined components and assemblies for aerospace and defense satellite programs. $RDW 1% Redwire — space infrastructure maker; solar arrays, deployable structures, and in-space manufacturing. $OHB 1% OHB SE — German space group building satellites, navigation systems, and launcher components.

@spaceinvestor_dJun 13, 2026 · 6:32 PM

@Vmaxpax $MDA looking good here indeed

@spaceinvestor_dJun 13, 2026 · 1:57 PM

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% $IRDM 166% $AMPG 159% $SPIR 133% $MNTS 108% $VSAT 86% $RDW 67% $BKSY 56% $VELO 54% $PL 52% $LUNR 49% $VOYG 48% $RKLB 35% $FLY 34% $MDA 21% $SPCX 19% $SPCE 19% $ASTS -1% $SIDU -13% $YSS -18% $HAWK -30% What's your favourite pick from now on?

@investmentguru_Jun 13, 2026 · 12:02 PM

$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 institutional demand. Wedbush’s Dan Ives called it “an important moment for the broader tech sector as the AI Revolution and data takes this next step forward.” Every layer of the space economy is about to get a fresh look from institutional capital. LAYER 1 — LAUNCH INFRASTRUCTURE $SPCX — Reusable rockets + Starship deep space architecture. The anchor of the entire ecosystem. $RKLB — Rocket Lab. Small-sat launch + spacecraft manufacturing. Vertically integrated. $ASTS — AST SpaceMobile. Direct-to-cell satellite broadband from orbit. LAYER 2 — SATELLITE NETWORKS & COMMUNICATIONS $ASTS — Mobile broadband from LEO. Partnerships with AT&T, Vodafone, Rakuten. $SPIR — Spire Global. Weather + maritime + aviation data from satellites. $BB — BlackBerry / Radar comms play. Satellite IoT crossover. $NOK — Nokia. Space-grade networking & lunar surface connectivity contracts with NASA. LAYER 3 — EARTH OBSERVATION & SPACE DATA $BKSY — BlackSky Technology. Real-time earth imaging + AI analytics. $PL — Planet Labs. The world’s largest constellation of earth observation satellites. $SATL — Satellogic. Sub-meter resolution imaging. Emerging market + defense contracts. $SIDU — Sidus Space. Multi-mission satellites + manufacturing services. LAYER 4 — LUNAR ECONOMY $LUNR — Intuitive Machines. NASA CLPS contract winner. Building lunar infrastructure. $RDW — Redwire Space. Deployable structures, solar arrays, lunar surface tech. $MDA — MDA Space (Canada 🍁). Robotic arms for ISS + lunar Gateway. Canadarm legacy. LAYER 5 — SPACE POWER & SOLAR $RDW — Solar array deployment. Already delivering hardware in orbit. $RKLB — Photon spacecraft bus + power systems for deep space missions. LAYER 6 — SPACE INFRASTRUCTURE & MANUFACTURING $RDW — Redwire. In-space manufacturing, bioprinting, deployable structures. $SIDU — Sidus Space. Rapid satellite deployment + proprietary bus platforms. $FLY — Fly Leasing crossover + satellite infrastructure exposure. LAYER 7 — SPACE DATA CENTRES & AI IN ORBIT $SPCX — Starlink as compute + connectivity layer. The orbital cloud. $CRWV — CoreWeave. Terrestrial AI infra that feeds orbital demand. → The convergence of AI infrastructure + space = the next $10T opportunity. LAYER 8 — SPACE TOURISM & HUMAN SPACEFLIGHT $SPCX — Crew Dragon. Already flying commercial astronauts. Watch: Virgin Galactic successor plays + Blue Origin (private). $RKLB — Neutron rocket designed for human-rated missions. LAYER 9 — PARTS, COMPONENTS & SUPPLY CHAIN $RDW — Solar arrays, structures, cameras, booms. $MDA — Robotic systems, antennas, subsystems. $SATL — Vertically integrated satellite manufacturing. $NASA ETF — Diversified exposure across the full space supply chain. THE MACRO SETUP → Global space economy projected to exceed $1 TRILLION by 2040 → $SPCX IPO unlocks institutional flows into the entire sector → NASA Artemis lunar base + Starship Mars = decade-long capex cycle → LEO satellite constellations replacing terrestrial infrastructure → Defense + intelligence spending driving a parallel private sector buildout → AI needs global low-latency connectivity — only space can deliver it MY WATCHLIST: $RKLB · $ASTS · $LUNR · $RDW · $SATL · $SIDU · $PL · $BKSY · $SPIR · $MDA · $NASA ETF $SPCX is now the gravitational center of this entire sector. Every layer rises when the anchor goes public. This is not a trade. This is generational wealth territory. Start your research. Map the stack. Buy the dips. Think in decades. The Space Economy Supercycle has begun. Not financial advice. Save, repost and Like

@almacap114204Jun 12, 2026 · 8:59 PM

$MDA, hyperscalers don’t have satellite manufacturing capabilities or know how like SpaceX. Look at how long Amazon has taken to manufacture and deploy their Kuiper network…

@almacap114204Jun 12, 2026 · 8:18 PM

$MDA, I’ve done an article on this one. Speculative upside to consider is if AI labs and hyperscalers ask them to manufacture AI satellites

@almacap114204Jun 12, 2026 · 7:06 PM

I’m buying most of my space picks today ($ASTS, $FLY, $MDA), sell off today is demand and supply imbalance driven by space investors rotating to the SpaceX IPO

@investmentguru_Jun 12, 2026 · 4:16 PM

Space sector- sell on news event $RKLB $ASTS $FLY $RDW $MDA https://t.co/m522lI5ELt

@investmentguru_Jun 11, 2026 · 1:47 PM

Space sector is looking interesting before tomorrow’s $SPCX IPO $PL $MDA $FLY $RKLB $ASTS https://t.co/7wyDjOLplp

@investmentguru_Jun 11, 2026 · 1:04 AM

$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 commercial capex, and the recognition that satellites and launch infrastructure are as critical as any other digital infrastructure layer. Today’s broad market weakness is noise — the structural trend is intact and the fundamentals across the leading names are the strongest they’ve ever been. This is the sector where patience and early positioning get rewarded most. Not financial advice. DYOR.

@investmentguru_Jun 8, 2026 · 10:33 AM

SpaceX IPO could be a defining moment for the market. Just as AI transformed investor focus over the last few years, Space could become one of the next major sectors to reprice as capital flows toward launch services, satellite communications, Earth observation, defense, and space infrastructure. My view remains simple: accumulate quality space names during periods of volatility and give the thesis time to play out. Space is no longer science fiction—it is becoming a real investment theme. Names I’m watching: $RKLB $ASTS $PL $RDW $FLY $SATL $SIDU $MDA $SPCE Not every company will be a winner, but the sector itself could see a significant re-rating in the coming months if SpaceX moves forward with an IPO. Patience. Accumulation. Conviction. Not a financial advice

@spaceinvestor_dJun 6, 2026 · 2:38 PM

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: 64% $PL: 58% $AMPG: 58% $FLY: 52% $VOYG: 50% $RKLB: 45% $SPCE: 33% $MDA: 24% $ASTS: 12% $SIDU: -3% $VELO: -4% $YSS: -13% $HAWK: -26%

@spaceinvestor_dJun 2, 2026 · 3:21 PM

$MDA: MDA Space has been selected by BAE Systems as part of the U.S. Space Systems Command (SSC) MEO EPOCH 2 Constellation program. A key component of the U.S. multi-orbit missile defence architecture, Epoch 2 is focused on warning and tracking of advanced ballistic and hypersonic weapons. MDA Space will design and build antennas and antenna control electronics for the MEO Resilient Missile Warning & Tracking (RMWT) satellites to be produced by BAE Systems. This award is a continuation of previous work by MDA Space on the Space Development Agency's low Earth orbit Proliferated Warfighter Space Architecture Tranche 0, 1 and 2 Transport and Tracking layers, and the SSC's EPOCH 1 constellation, for multiple prime contractors.

@almacap114204Jun 1, 2026 · 1:45 PM

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 we have a successful starship flight or string of Falcon 9 flights - the latter may not be enough to turn sentiment. $FLY, $ASTS, $RKLB, $RDW, $LUNR, $MDA

@spaceinvestor_dMay 31, 2026 · 3:41 PM

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 / $VOYG Comms $ASTS / $AMPG Earth Observation $PL / $BSKY Sats & Robotics $MDA

@spaceinvestor_dMay 30, 2026 · 1:06 PM

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% $LUNR 145% $BKSY 133% $VSAT 114% $FLY 96% $RKLB 89% $SPCE 88% $VOYG 78% $MDA 45% $VELO 45% $ASTS 36% $AMPG 35% $SIDU 13% $YSS -3% $HAWK -3% Which one is your top pick for the rest of the year?

@almacap114204May 29, 2026 · 6:41 PM

@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 ramps up manufacturing in 2027 (so the 1 year launch bottleneck shouldn't impact their customers too much), I still think Scitec gets golden dome contracts, I still hate $RDW, I still like $SPCX. > I just think there is a risk that overall investor sentiment turns further for a bit following digesting New Glenn > But you don't want to overtrade because sentiment can and will flip bullish in a moment e.g. Trump says some stuff about Space, which is highly likely given $SPCX IPO) Going to share more on other stocks I am looking at more - ideally me sharing loads of names allows you to have a highly diversified portfolio across defence, AI, and space. I am still very heavy on memory by the way (SK Hynix and KIOXIA)

@almacap114204May 29, 2026 · 2:53 PM

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 was a pre-launch hot-fire, and it took out the pad. LC-36 infrastructure is gone, and Blue has only ONE New Glenn pad. When SpaceX lost a pad to a Falcon 9 explosion in 2016, that pad was down >12 months, but SpaceX kept flying off its other pads. Blue has nowhere to fall back to. >It's the second failure in a row. NG-3 stranded AST's BlueBird-7 in April; Blue closed that investigation and got FAA clearance on 22 May. "Space is hard" sentiment is back, and it bleeds into how the market prices every other program. BEFORE THE FAILURE: SpaceX the clear leader (Starship maturing, Falcon 9 humming), New Glenn a credible #2 about to ramp with few of its own payloads to deploy, plus $RKLB's Neutron and $FLY's Eclipse coming. AFTER THE FAILURE: New Glenn out for 9–18 months minimum. They have to rebuild a pad, not just a rocket, every Blue program slips, and investors start asking "how many pads do you have?" $RKLB has ONE pad for Neutron. After watching this, I'd want a second built. So what does it mean for the stocks? > Losers: Sat manufacturers, constellation owners and lunar plays mostly go down, harder for them and their customers to get hardware to orbit. $ASTS is arguably the biggest relative loser: launch partner down, Starlink gets more runway in direct-to-cell while ASTS waits. (Caveat: they can re-manifest on Falcon 9, at a price.) Amazon's 24-launch Kuiper manifest on New Glenn is frozen too. > Winners: Launchers, less competition. SpaceX faces no credible heavy-lift alternative for the next year. And the demand backlog that builds up is bullish for $FLY and $RKLB when their medium-lift debuts land. Space basket: $MDA, $ASTS, $RDW, $LUNR, $BSKY, $PL Launchers: $SPCX, $RKLB, $FLY, $SATS (SpaceX Holdco)

@michaelsikandMay 29, 2026 · 12:04 AM

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 you think will happen? My fund is: $BKSY $MDA $LUNR $FLY $RKLB $ASTS https://t.co/XZB8xTc6bG

@investmentguru_May 27, 2026 · 2:50 AM

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 🛰️ $PL 🛰️ $SPCE 🛰️ $MDA This is not random momentum. This is capital rotating into the next major infrastructure cycle. What’s driving it? → SpaceX IPO narrative pulling attention into the entire ecosystem → Commercial launch demand accelerating → Satellite connectivity becoming critical infrastructure → Defense + AI + Space convergence → Institutions positioning early before broader retail participation When the dominant private company in a sector approaches public markets, the entire sector gets revalued. The SpaceX IPO could become the catalyst that re-prices every serious space name. $RKLB $ASTS $LUNR $RDW $SIDU $SPIR $PL $SATL These are not just momentum trades anymore. They are early infrastructure bets on: 🌍 Global connectivity 🛰️ Satellite networks 🚀 Launch systems 📡 Defense communications 🤖 Autonomous & AI-linked space platforms The rerating has started. Most people will notice after the big move is already gone. Not financial

@almacap114204May 26, 2026 · 2:04 PM

$MDA space now lagging the entire space stack whilst arguably being one of the most valuable and defensive businesses. MDA has recently 10.00x their satellite manufacturing capacity > if space datacenters become a thing there is going to be significant demand for $MDA. I have made my Substak article on MDA entirely free (link in comments). I think MDA will easily double by the end of the year.

@almacap114204May 26, 2026 · 11:26 AM

$SIVE down 11% since I called to trim and rotate to IQE yesterday (up massively today). Could go lower but I’m rotating back a bit today to rebalance my portfolio. Other picks are all also up massively $MDA (did an article on them), $FLY and $ASTS Ps. I expected a pullback on SIVE albeit not this fast, always good to take advantage of the volatility.

@spaceinvestor_dMay 23, 2026 · 3:35 PM

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% $VSAT 98% $RDW 94% $RKLB 79% $VOYG 61% $AMPG 54% $MDA 40% $VELO 39% $ASTI 32% $ASTS 27% $MNTS 29% $SIDU 18% RECENT IPOs $HAWK -10% $YSS -14% We can see that despite strong momentum in the sector, recent IPOs like HAWK & YSS are underperforming the broader space names. Buying at peak hype is rarely the best move, patience and selective entry points tend to work better.

@almacap114204May 22, 2026 · 4:05 PM

Loads of my picks having record days. Diversify across a basket and you'd have banked 5+ years of S&P 500 gains in a few weeks: $WOLF, $IQE, $LPK, $SOI, $ASTS, $FLY, $SIVE We're at the dawn of the AI era and the space race is only just warming up, Anon. Get your books open and start studying. A reminder while you're at it: don't get talked out of the market, and don't get talked into other people's picks. I missed early Tesla because a normie talked me out of my own thesis. Conviction and sizing is everything — without it you'll paper-hand the first drawdown. Here's a basket to research (I think they will all double in a year, but there's enough names that you could buy them all to diversify). Find the ones that actually make sense to you, then size accordingly (no stupid allocations): › Space: $ASTS $FLY $MDA $RKLB $SATS › Memory: $DRAM $MU $SNDK $WDC, SK Hynix (SK Square if you can), Samsung, Kioxia › Photonics: $LITE $COHR $SOI $SIVE $AOSL › Packaging: $LPK › Industrials: $RR / $RYCEF (look at the MTU offering) › Neoclouds: $DOCN $NBIS Make your own mind up, Anon.

@investmentguru_May 21, 2026 · 12:12 AM

Space sector can be completely repriced once SpaceX IPO hits the market. $RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY

@spaceinvestor_dMay 19, 2026 · 1:11 PM

@seppo996 Not a holding, but on my watchlist, don't know enough yet and at first glance I prefer $MDA in this subsegment.

@photonbullMay 18, 2026 · 8:29 PM

@Morzo68442902 Very bullish on $MDA

@almacap114204May 18, 2026 · 1:39 PM

$MDA, up about 30% since I wrote about it too - this one is a slower and steady burner. Earnings will be meh this year and insane in 2027-2030 as they ramp-up manufacturing. https://t.co/XXFAfmSWy3

@investmentguru_May 18, 2026 · 11:14 AM

$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

@spaceinvestor_dMay 16, 2026 · 4:35 PM

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% $SPIR 156% $IRDM 134% $PL 104% $LUNR 90% $BKSY 86% $VSAT 85% $FLY 70% $RKLB 64% $RDW 56% $VOYG 24% $MDA 23% $VELO 12% $ASTS 1% $HAWK -5% $SIDU -7% $YSS -29% This is wild...

@investmentguru_May 16, 2026 · 2:58 PM

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.

@spaceinvestor_dMay 15, 2026 · 8:49 PM

@SkeptclDawg For space systems, I prefer $MDA

@tradableastroMay 14, 2026 · 1:21 AM

$UFO Space ETF looks ready for another breakout It's 10 holdings: $RKLB $PL $VSAT $GSAT $MDA $SATS $SIRI $SESG $FLY $RKLB already started + 45% since last week https://t.co/oP3fv6z3iQ

@spaceinvestor_dMay 9, 2026 · 12:56 PM

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% $SPIR 137% $IRDM 133% $PL 91% $BKSY 89% $VSAT 86% $FLY 67% $LUNR 62% $RKLB 39% $RDW 23% $MDA 12% $VOYG 7% $YSS 4% $ASTS -10% $VELO -19% What’s your top picks right now?

@spaceinvestor_dMay 7, 2026 · 11:36 AM

$MDA: MDA SPACE REPORTS FIRST QUARTER 2026 RESULTS Backlog of $3.7 billion at quarter-end provides revenue visibility for 2026 and beyond. This compares to $4.8 billion as of Q1 2025 with the reduction year-over-year driven by strong conversion of backlog into revenue. Revenues of $464.1 million in Q1 2026 were up 32.2% year-over-year driven by higher volumes across all business areas in the quarter. Adjusted EBITDA of $90.6 million in Q1 2026 increased 32.1% year-over-year driven by higher volumes of work. Adjusted EBITDA margin of 19.5% in Q1 2026 is consistent with the Company's full year margin guidance of 18%-20%. Net income of $29.6 million in Q1 2026 was down 10.0% year-over-year and diluted earnings per share were $0.22 in Q1 2026, a decrease of 11.5% year-over-year driven primarily by the increase in amortization of intangible expenses related to the SatixFy Communications Ltd. acquisition in Q3 2025.

@spaceinvestor_dMay 7, 2026 · 12:06 AM

$MDA : MDA Space reports Q1 earnings tomorrow before the bell. Here’s a quick recap of what happened during the quarter. 🗓️January 8, MDA Space announced it has received an indefinite delivery/indefinite quantity (IDIQ) contract from the Missile Defense Agency for the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program. 🗓️January 26, MDA Space announced the signing of a Memorandum of Understanding (MOU) with Hanwha Systems Co., Ltd. (“Hanwha”). Through this MOU, MDA Space and Hanwha will explore opportunities to collaborate on the development of Korea’s sovereign Low Earth Orbit (K-LEO) defence constellation, leveraging MDA’s AURORA™ software-defined digital satellites. 🗓️March 18, MDA Space announced that it's been contracted by Canada’s Defence Investment Agency (DIA) to deliver three Ground-Based Optical (GBO) observatories as part of the Surveillance of Space 2 space domain awareness program to the Department of National Defence (DND). Valued at approximately $32 million, as part of the contract MDA Space will also operate and provide in-service support to ensure long-term sustainment of the ground stations.

@almacap114204May 6, 2026 · 1:45 PM

Looks like the bottom is in on the space basket to me $ASTS, $FLY, $MDA, $LUNR Watching defence closely.

@spaceinvestor_dMay 5, 2026 · 12:34 PM

$MDA: MDA SPACE SECURES 41 EARLY CUSTOMER CONTRACTS AND LETTERS OF INTEREST FOR MDA CHORUS™ DATA MDA Space today announced at the GEOINT Symposium that it has finalized nine early customer contracts for MDA CHORUS™ data, its next-generation Earth observation constellation expected to launch in late 2026. In addition, the company has received 32 letters of interest from customers across Asia-Pacific, Latin America, Europe, North America and the Middle East.

@spaceinvestor_dMay 3, 2026 · 7:54 PM

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 $TSAT: EPS -0.68, Rev 63.11M $RDW: EPS -0.15, Rev 105.04M $MDA: EPS 0.23, Rev 299.58M $BKSY: EPS -0.39, Rev 27.60M $RKLB: EPS -0.07, Rev 189.65M $ASTS: EPS -0.24, Rev 39.01M $SATL: EPS -0.04, Rev 5.26M $KRMN: EPS 0.12, Rev 150.56M $GILT: EPS 0.04, Rev 114.56M $SPIR: EPS -0.49, Rev 15.08M $LUNR: EPS -0.04, Rev 202.95M $SPCE: EPS -0.86, Rev 200K $YSS: EPS -0.11, Rev 109.61M Keep this close, you’ll want it when the numbers hit.

@investmentguru_May 3, 2026 · 1:14 PM

$MDA The quiet Canadian compounder with a record backlog and a global defense tailwind. MDA posted record 2025 revenue of CA$1.63B ($1.19B), up 51% YoY, driven by an 85.5% surge in its Satellite Systems division — with adjusted net income up 71% YoY. The company projects a CA$40B ($29B) pipeline of opportunities over the next five years, and 90% of its 2026 revenue outlook is already supported by existing backlog. MDA unveiled its MIDNIGHT space control platform, designed to rendezvous with LEO assets to track, counter, capture, and de-orbit threats — a direct play on the growing space domain awareness and Golden Dome defense thesis. Q1 2026 earnings report on May 7. Not financial advice.

@spaceinvestor_dMay 2, 2026 · 2:38 PM

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 -19% What’s your top pick right now?

@almacap114204Apr 29, 2026 · 2:27 PM

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; $FLY; $LUNR; $MDA Defence: $AVEX; $ONDS; $RCAT Meanwhile: Memory: $MU, $SNDK up 4% and 9% respectively Others: $LPK, $SOI up 12% and 18% respectively Does the move continue? The AI opportunity is enormous, doing some work at the moment to explain how big

@almacap114204Apr 27, 2026 · 4:54 PM

Institutional risk capital is rotating out of defence/space (growth sectors) and into the AI semiconductor supply chain... We have know the plays for months, institutions are following The AI semis stack has visible capex, fat order books, long-term contracts (see MU signing 3–5 year orders) ...and a much longer runway of optimism ahead. "AI industrial revolution" and "agentics" sounds cool and its only early days... Extraordinary returns for: GPUs, CPUs, photonics, interconnects, and advanced packaging. To name a few: $NVDA, $INTL, $AAOI, $SIVE, $SOI, $MU, $SNDK, $RMBS, $LPK, $IQE, $ALMU Does this continue or is it a good time to move back to the laggards? > Space: $FLY, $ASTS, $RKLB, $MDA, $BKSY > Defence: $AEVX, $ONDS, $PLTR, $KTOS The majority of my portfolio sits in the AI semiconductor supply stack, and outperformance is driving that concentration further.

@spaceinvestor_dApr 26, 2026 · 3:26 PM

@sadin731 I prefer $MDA for sats manufacturer, they are profitable and trading at a discount.

@almacap114204Apr 25, 2026 · 5:34 PM

If launch is being commoditised, where does the value go? > Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports... https://t.co/Cdqe2R3CCS $FLY, $RKLB, $LUNR, $RDW, $BKSY, $MDA, $PL

@photonbullApr 22, 2026 · 4:51 PM

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 wait and buy SpaceX but to long their supply chain or the space sector going into the IPO Plenty of space etfs out there now, but $SATS is probably the most direct exposure to SpaceX. Suppliers like $VELO should do well going into it too, along with popular space names such as $RKLB $ASTS $MDA $FLY $LUNR etc

@spaceinvestor_dApr 20, 2026 · 12:53 PM

$MDA: MDA has been selected by Airbus to design and build more than 880 Ka-band steerable antennas and 440 Ku-band user replacement antennas for the OneWeb low Earth orbit (LEO) constellation owned by the global operator Eutelsat. This award follows an initial order to supply close to 2,000 antennas to the constellation, the second largest in lower Earth orbit with approximately 650 satellites, given to MDA Space by OneWeb in 2016.

@investmentguru_Apr 18, 2026 · 2:08 AM

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.

@investmentguru_Apr 16, 2026 · 10:25 AM

$MDA — Canada’s Space Powerhouse Is Quietly Setting Up $MDA continues to stand out as one of the few profitable, scaled space infrastructure plays — and the numbers back it up. The real story now shifts to what’s next: 2026 catalysts stacking up • CHORUS Earth observation launch • AURORA satellites • Radarsat replenishment • Golden Dome • New manufacturing scale-up • MDA MIDNIGHT™ → entry into space defense/control layer Revenue hit C$1.63B (+51% YoY) with EBITDA near 20% margins, while backlog sits at a massive C$4B, giving strong visibility into 2026. This isn’t a speculative space name — it’s execution + cash flow. But not risk-free • EchoStar contract loss still an overhang • Growth tied to govt contract timing • BB- credit rating (not investment grade) $MDA is evolving from a “space contractor” into a full-stack space + defense platform. If they continue landing contracts and hold margins near 20%, this current range could look like accumulation — not a top. DYOR . Not a financial advice

@investmentguru_Apr 14, 2026 · 10:40 AM

BREAKING: $AMZN Nears $9B Acquisition of $GSAT The space race just escalated — and this is no longer theoretical. This is Bezos vs Musk going head-to-head in LEO internet 🛰️ What’s happening: Amazon is close to acquiring Globalstar for ~$9B — a strategic move to instantly accelerate its satellite ambitions. Why this matters: 🔹 Amazon’s Kuiper (~200 satellites) is far behind Starlink (10,000+) 🔹 This deal lets Amazon buy time instead of building it — gaining spectrum, ground infrastructure, and network access immediately 🔹 Apple owns - 20% of $GSAT and relies on its network for iPhone Emergency SOS → Amazon now steps directly into that relationship 🔹 Amazon is already targeting airlines, defense, and global broadband markets 🔹 Starlink currently dominates with millions of users — Amazon wants that entire TAM Market Impact 🟢 Direct Winners: $GSAT → Acquisition target. Massive run already — most upside likely priced in short term $AMZN → Expands into satellite broadband, defense connectivity, IoT. Near-term cost, long-term TAM expansion 🟢 Sympathy / Ripple Plays: $ASTS → Validates LEO broadband as a massive opportunity $RKLB → Launch demand increases — critical bottleneck player $ONDS → Overlap in satellite + private wireless + drone networks $MDA → Infrastructure + satellite systems beneficiary Pressure: Starlink (SpaceX) → Loses potential GSAT deal, gains serious competition $AAPL → Now dependent on infrastructure potentially controlled by Amazon Big Picture This is perfectly timed ahead of a key FCC decision that could expand satellite capacity up to 7x. Amazon isn’t just entering the race — it’s buying a shortcut to compete immediately. The LEO internet market just became a two-player war. And that’s bullish for the entire space + connectivity ecosystem. Tickers to watch: $GSAT $AMZN $ASTS $RKLB $ONDS Not financial advice. DYOR.

@almacap114204Apr 13, 2026 · 5:55 PM

@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 $MDA Space growing at a similar rate, delivering significantly higher margins all for a significantly lower price to sales multiple. The interesting thesis on satellite manufacturers is the potential for demand to boom when Starship drives down the cost per kg launched massively - but there are better picks for this thesis ($MDA, $LUNR, $FLY - latter two benefit from cheaper launch costs for their landers in the future).

@spaceinvestor_dApr 13, 2026 · 11:36 AM

$MDA: MDA announced MDA MIDNIGHT, a space control platform for defence organizations to defend and protect the space domain. MDA MIDNIGH is a maneuverable spacecraft that employs high-reliability rendezvous and proximity operations (RPO) to detect, identify, counter and deter threats to critical space assets and orbits. The spacecraft can also be used to augment existing military missions through on-orbit surveillance, asset relocation and satellite refueling. Equipped with a suite of active and passive payload capabilities and world-leading robotics, MDA MIDNIGHT™ turns space domain awareness into actionable decision-making, enabling defence organizations to maintain operational continuity in the increasingly contested domain.

@spaceinvestor_dMar 18, 2026 · 7:26 PM

$MDA: MDA Space will establish three remotely operated GBO observatories in Alberta, Manitoba and New Brunswick. MDA Space announced today that it has been contracted by Canada’s Defence Investment Agency (DIA) to deliver three Ground-Based Optical (GBO) observatories as part of the Surveillance of Space 2 space domain awareness program to the Department of National Defence (DND). Valued at approximately $32 million, as part of the contract MDA Space will also operate and provide in-service support to ensure long-term sustainment of the ground stations.

@spaceinvestor_dMar 13, 2026 · 3:52 PM

$MDA: MDA Space is positioning itself for expansion after raising $300 million in its US initial public offering, with the proceeds expected to help reduce debt while potentially supporting future acquisitions. Chief Executive Officer Mike Greenley said the company is looking for opportunities that could broaden its reach beyond Canada as it scales its global presence.

@spaceinvestor_dMar 10, 2026 · 9:40 PM

$MDA We win by paying attention. It doesn’t always pay right away, but it pays eventually. https://t.co/Avdf49rlqN

@spaceinvestor_dMar 10, 2026 · 8:30 PM

$MDA: MDA SPACE COMING TO THE US MDA Space has filed an application to list its common shares on the New York Stock Exchange under the symbol "MDA" A total of US$300 million of Common Shares will be offered by MDA Space for sale in the Offering, which will be conducted through a syndicate of underwriters led by J.P. Morgan and RBC Capital Markets, who are acting as joint lead active bookrunners, and BMO Capital Markets, Deutsche Bank Securities, Jefferies, Scotiabank, and Canaccord Genuity, who are acting as joint active bookrunners.

@spaceinvestor_dFeb 19, 2026 · 1:32 PM

$MDALF / $MDA (TSX) MDA today formally launched 49North, a wholly-owned subsidiary of MDA Space exclusively focused on delivering secure, multi-domain C4ISR* and mission-critical capabilities for Canada's national defence priorities outside the space domain. https://t.co/AQEyCm2xa4

@spaceinvestor_dJan 12, 2026 · 9:06 PM

$AMPG After today’s move, AmpliTech still trades around 1.6x FY2026 sales. That’s cheap. Wouldn’t be surprised to see a strategic customer step in at some point, similar to what $MDA did with SatixFy last year. See my DD below 👇 https://t.co/WOYueNQpbN

@midascabalJan 2, 2026 · 12:22 AM

What’s the best space stock that hasn’t run up yet: $MDA $FLY $VOYG $LUNR $RDW Cannot be $ASTS $RLKB.