Planet Labs PBC. Every tracked FinTwit mention of $PL, newest first. 314 mentions since the first on Jul 1, 2025. See the price chart.
June 2026 · 10 mentions
Jun 5
Space Investor — $PL: Planet Labs files for $1.5 billion stock offering
Planet Labs filed for a stock offering of up to $1.5 billion in Class A common stock, according to a company statement.
The…↗
Jun 4
Space Investor — $PL : Planet today announced two significant contract milestones with the National Geospatial-Intelligence Agency (NGA) that deepen the company’s role in supporting global security…↗
Jun 4
Gaetano — When I talk about Physical AI
I am talking about so much more than Humanoids.
In fact, I am not even thinking about humanoids a majority of the time.
Layer 1: Training and Model…↗
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 2
KaizenInvestor — With $PL, $RKLB, and Filtronic, around 30% of my portfolio is allocated towards space companies. It would be foolish of me not to consider a couple of scenarios regarding the Space…↗
Jun 2
Space Investor — $PL: Planet today announced that Pelican-11, the tech demonstration satellite of the second generation (Gen 2) of its high-resolution Pelican™ fleet, has shipped to Vandenberg Spac…↗
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
Gaetano — Layer 1: Training and Model Development
$TASK $NBIS $INOD $U $BKSY $PL etc.
Before any Physical AI system can work in the real world, it needs to learn.
That sounds obvious, bu…↗
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
InvestmentGuru — Earnings this week
$CRDO (Mon June 1, AMC)
Consensus EPS of ~$1.03 on revenue of $430M, implying a 153% YoY jump — and management guided $425–$435M for the quarter. The company h…↗
May 2026 · 78 mentions
May 31
InvestmentGuru — BIG WEEK AHEAD — Here’s what I’m watching
MACRO
➜ Friday’s May nonfarm payrolls report drops — consensus at +93K jobs. Apollo’s chief economist thinks it prints well above that. J…↗
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 31
KaizenInvestor — Time for my monthly portfolio update.
MTD performance: +40.4%.
YTD performance: +97.8%
I made a couple of trades this month. Bought some $WOLF and $FLNC in the beginning of the…↗
Space Investor — What’s your favorite space stock right now?
$ASTS $RKLB $RDW $PL↗
Apr 28
KaizenInvestor — So, in the past couple of months management has led investors down in some FinX favorites.
I can recall $EOSE, $TE, and $POET stocks plunged after management heavily missed reven…↗
Apr 28
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…
March 2026 · 64 mentions
Mar 31
KaizenInvestor — While data centers on Earth still looks very early, the next step is already being prepared. Put them in space.
$GOOGL and $NVDA are the prime movers of this revolution. Nvidia a…↗
Mar 30
KaizenInvestor — $PL down almost 10% today as they announced the redemption of Public Warrants over the weekend.
Planet will redeem all of its outstanding public warrants. Holders will be able t…↗
Mar 30
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…↗
KaizenInvestor — Sundar, $GOOGL: “When you truly step back and envision the amount of compute we are going to need, it [datacenters in space] starts making sense... It's a matter of time.”
Peter B…↗
KaizenInvestor — I’m against war. Every war. But as an investor, you have to navigate the world as it actually is, not as you want it to be.
Geopolitical conflicts happen, and when they do, you ne…↗
Feb 27
KaizenInvestor — February Portfolio Recap
February Performance: -15.6%
Year-to-Date (YTD) Performance: -0.9%
If you only looked at February, you might think the sky was falling. A -15.6% drop in…
January 2026 · 32 mentions
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 29
Mike Investing — The White House is betting Trillions on these 5 sectors for 2026…
Space ~ $ASTS, $RKLB, $RDW, $PL
AI ~ $IREN, $CIFR, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Energy ~ $EOSE, $…↗
Jan 27
Mike Investing — It only takes a few solid picks to become a multimillionaire in 2026…
Here are the top 10 picks for this year that can fulfill that potential:
1. Ondas Holdings ~ $ONDS
2. AST Sp…↗
mon — The best performer of 2026 is likely to be the one no one is talking about today.
Take a look at the top performers of 2025 YTD:
$AXTI +608%
$SNDK +594%
$PL +387%
Now look at som…↗
Dec 22
Space Investor — $RKLB / $ASTS / $PL
The prequel to that documentary is a $25 book: "When the Heavens Went on Sale" by Ashlee Vance.
Hard to believe a single book ended up driving over $1M in pro…↗
Dec 19
Space Investor — $PL
Offers high-revisit, low-orbit imaging that enables detection, characterization, and monitoring of global activity, feeding decision-making loops that support defense counterm…↗
Raging Capital Ventures — The party feels like it is getting a little long in the tooth, was busy shorting $BE, $QS, $PL, $IREN, $INTC, $QBTS, and $RGTI today. High octane. Wish me luck.↗
August 2025 · 1 mention
Aug 15
Space Investor — $PL
Planet Labs' current Street Price Targets https://t.co/2odEgEmWT0↗
July 2025 · 10 mentions
Jul 29
Space Investor — $PL
Planet Labs today announced it has shipped its Pelican-3 and Pelican-4 satellites to Vandenberg Space Force Base ahead of their launch aboard SpaceX’s Falcon 9 rocket.
Planet…↗
Jul 27
Space Investor — @TChandini I prefer $PL right now, stronger data moat (AI monetization) and more attractive valuation.↗
Jul 27
Space Investor — SPACE STOCKS
Only the cream of the crop:
End-to-End $RKLB
Communications $ASTS
Infrastructure $RDW
Earth Observation $PL
Robotics $MDALF
Lunar Services $FLY (soon)
Who…↗
Jul 16
Space Investor — @TimmeeTwoShoes Im all in $ASTS and $RKLB. I like $RDW, $PL and $BKSY but not invested at this time.
— Everyone’s asking what to buy in 2026.
The answer’s been in the executive orders the whole time.
The reshoring of America is real. And it starts with the ground-level stuff nobo…
Wayne Liang — 맞습니다. 젠슨은 지난 10년간 주요 컴퓨팅 변화 대부분을 정확하게 예측해 왔습니다. GPU 컴퓨팅, 가속 컴퓨팅, AI…
그가 우주 컴퓨팅이 다음 시대가 될 것이라고 말한다면, 이를 무시하는 것은 어리석은 일입니다.
> $PL이 $GOOGL과 함께 $NVDA의 우주 컴퓨팅 파트너로 선정되었습니다. 이들은 실제로 궤도…↗
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…↗
May 30
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 — 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
Gaetano — Tomorrow I am presenting my first investment
In the Physical AI thematic
My process is this:
1) Research the layer
2) Research the companies
3) Present the company thesis + weig…↗
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 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
Jason Luongo — 8. $PL - Planet Labs
Operates the world's largest satellite constellation for daily Earth imaging. FY2027 guidance of $415-440M (39% growth). Backlog surpassed $900M, up 79% YoY.…↗
May 27
Mike Investing — I’ve said this before, & I’ll say this again…
You can literally create generational wealth simply by scrolling on X.
In January of this year, I called that the space theme would…↗
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
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
Michael | Hypermarkets — This is straight from $SPCX S-1 filing on June 12 for $1.75 trillion.
Elon Musk will pay everyone 100x-200x times for investing in SPACEX.
Here's the playbook moment $SPCX goes p…↗
May 26
The Assembly — In the last 2 weeks, we covered:
– $FLY +60%
– $OUST +46%
– $TE +42%
– $PL +28%
– $HIVE +27%
– $SHAZ +22%
And much more.
Follow us with notifications on. That’s how you act…↗
May 26
KaizenInvestor — @TacticzH I never trim, I sell if the thesis breaks but this one is not broken imo. I’m lucky my other picks also went up, so I’m not too overly allocated to $PL.↗
KaizenInvestor — Isn’t a company supposed to go down sometimes? $PL only going up at the moment, up 1,150% on my initial return already. https://t.co/NdQxQFZCwr↗
May 26
KaizenInvestor — Happy to be included in such lists. I don’t make a lot of calls but with an average return of 87%, those often hit.
Even more pleasing to see that I’m the only one out of the pac…↗
May 25
Serenity — I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids:
$RKLB / $SPCX / $PL = Death Star
$LASR / $SIVE = Laser Beams
$TSLA / Uni…↗
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 24
Wayne Liang — I mentioned the $UFO ETF will surge because of $SPCX IPO... but $NASA will undoubtedly rally harder.
And I'll explain why this is important.
$UFO is a broad pure-play. $RKLB, $PL…↗
May 23
KaizenInvestor — @FutureIsTesla I don’t think this will happen with $PL tbh. The positive free cash flow can’t be ignored in this theme.↗
May 23
KaizenInvestor — @jrouldz $PL also has a good environmental mission↗
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
KaizenInvestor — I’ve now reached +1,000% in profits from $PL. never sold a single share and not planning to.
I see more investors looking for the next Planet Labs instead of investing in the com…↗
InvestmentGuru — Space whoever added during those days. This is just getting started before SpaceX IPO.
$RKLB
$ASTS
$PL
$RDW
$SATL
$SIDU https://t.co/vfpB40yjry↗
May 21
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
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 20
Black Panther Capital — 🇪🇺 🇺🇸 Mornings’ EU. While US sleeps, then let me remind you of this:
I was at a investor meetup in the city last month. Twenty people in a room. Drinks. Pitches.
Every name d…↗
May 19
KaizenInvestor — $FTC finishes on a new ath today, up another 10%. The trend is clear. Almost 100% return within the first month of buying.
With SpaceX IPO lurking, I expect the bullish space tre…↗
May 19
KaizenInvestor — It's really not that difficult to post things on X. Every few days it's the same drama, so you can just retweet and hope one day investors will understand.
Lately, the volatility…↗
May 18
InvestmentGuru — Watching 6 stocks for potential long-term adds as secular growth themes play out:
$PL $ZETA $TE $ADUR $OSS $LPTH↗
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
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
KaizenInvestor — I see a lot of people completely misinterpreting this graph, as absolute numbers like this basically say nothing on their own.
First of all there is a difference between backlog a…↗
May 16
KaizenInvestor — @TheBigBerbowski I’m a big fan of Will Marshall of $PL. What do you mean exactly with similar profile?↗
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
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
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
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
KaizenInvestor — $PL surging to a 52-week high. Wedbush's Dan Ives raised his price target from $40 to $50 while maintaining an Outperform rating.
Planet is surfing on an excellent $RKLB quarter a…↗
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 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 11
Wayne Liang — 2 months ago $NVDA CEO told us the next sector that's being absorbed into this AI supercycle...
"Space computing, the final frontier, has arrived. Intelligence must live wherever…↗
May 10
KaizenInvestor — I have some new followers asking about my porftolio. I always give a monthly update on my portfolio but as I had the question a lot last week, I share it again.
I have 15% cash b…↗
May 10
Shay Boloor — MY 3 FAVORITE SPACE ECONOMY STOCKS
1. $RKLB (Vertically Integrated Defense Prime)
Rocket Lab is the only company outside of SpaceX that's executing as a vertically integrated sp…↗
May 9
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utility
• $IREN $50
• $NBIS $133
• $CIFR $17
• $CRWV $103
AI Power
• $EOSE $7
• $BE $194
• $NVTS $13
• $VRT $258
AI Hardware
• $NVDA $17…↗
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…↗
May 8
TheValueist — $PL Planet Labs: The Transition to Geospatial Intelligence Strategy, and Investment Thesis.
Planet Labs has moved beyond its origins as a niche imagery provider. The current busin…↗
May 8
Wayne Liang — Oops... never shared the $RKLB BD.
Anyway, stoked to see their earnings. Up nearly 30% on the day so far... but more importantly, they could've just catalyzed a reversal for the e…↗
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↗
Mike Investing — The White House alongside Congress have quiet literally been telling you what sectors to buy:
Rare Earths ~ $USAR, $MP, $UUUU
Neo-cloud ~ $NBIS, $CRWV, $IREN
Memory ~ $MU, $SNDK…↗
May 4
Space Investor — $PL: Planet Labs today announced the successful launch of three additional Pelican satellites, one of which is the first satellite to orbit as part of the recently-announced satell…↗
May 3
KaizenInvestor — @pinetree_cap I see $PL as one of the safest investments in the space industry. They have a positive free cash flow and positive EBITDA (in some quarters). Their technology works p…↗
May 3
InvestmentGuru — $PL
The Earth observation data engine that just hit an inflection point. Planet posted record FY2026 revenue of $307.7M, up 26% YoY, with Q4 alone up 41% YoY — and closed the year…↗
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
KaizenInvestor — Mission completed for $PL and SpaceX.
The connection with Sweden?
In early 2026, Planet Labs secured a multi-year, nine-figure agreement with the Swedish Armed Forces.
Instead…↗
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 — Rarely seen a stock as hated as $RDW right now… then again, I've seen this plenty of time before.
2023: $RKLB was "a fake SpaceX"
2024: Starlink was going to crush $ASTS
2025: $…↗
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
KaizenInvestor — $PL is sending three more Pelican satellites into space this weekend, bringing the total Pelican fleet up to 9.
These next-gen satellites are equipped with built-in $NVDA Jetson…↗
May 1
KaizenInvestor — The rating of my current holdings according to this framework.
$GOOGL: 97/100
Alphabet’s management operates with relentless execution and immense capital discipline. While the sh…↗
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…↗
May 1
Space Investor — $PL: Planet Labs and Carbon Mapper Sign Agreement for New Tanager Spacecraft (30/04)
Planet announced its plans to design a specialized version of the Tanager spacecraft. Together…↗
KaizenInvestor — $PL survived the selling pressure due to the redemption of public warrants.
Exercising the warrant allowed holders to purchase shares of Planet Labs' Class A common stock at an e…↗
Apr 26
KaizenInvestor — @Peregrino1708 Interesting $PL as main holding, do you own the ETF?↗
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 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
KaizenInvestor — Starshield might be the best earth observation platform for governments.
Still $PL surged 50% in their Defense & Intelligence segment.
Here is a breakdown on why that was poss…↗
Apr 24
KaizenInvestor — I have to admit something.
I bought $SIVE at SEK 11 on the 19th of March.
I sold $SIVE at SEK 8.14 on the 20th of March.
My mistake cost me €600. Let me explain, so you can le…↗
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
Mike Investing — Earlier this week the Pentagon announced a $1.5T Defense budget…
Here are the top 10 Biggest Winners:
1. $PLTR ~ Palantir
2. $ONDS ~ Ondas
3. $RKLB ~ Rocket Lab
4. $ASTS ~ AST S…↗
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 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
KaizenInvestor — @PrasanthInvests Thanks, I have a couple of +300% and even $PL of +900%. Those winners made me a lot of good money. I don’t want to automatically sell at a certain growth % though.…↗
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…↗
InvestmentGuru — Space names showing a premarket bounce. watching for upside continuation today — $ASTS $RKLB $SIDU $RDW $PL $SATL. If momentum and volume follow through, this sector can move fast,…↗
Apr 21
KaizenInvestor — @InvestingVisual Thanks, yes SpaceX is by far their biggest and most important customer.
The E-band is mainly used by data providers like $ASTS, Airbus, Amazon LEO, Starlink. As…↗
Apr 20
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 20
Wayne Liang — 209% Returns (3x initial) the last 30 days.
This is on my ~7-8 figure swing account.
During an on-going war.
No options. Just shares.
I've said this before and I'll say it agai…↗
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 18
Jason Luongo — Satellite Operators & Services
• $ASTS ($86.76) — Space-based cellular broadband direct to unmodified smartphones. BlueBird 7 launches April 19. Targeting 45-60 satellites on orbi…↗
Apr 18
InvestmentGuru — Space Imaging — Turning Earth Into Data
One of the most under appreciated opportunities in the space economy is Earth observation & space imaging.
This isn’t just about pictures…↗
Apr 17
Mike Investing — These things are next to happen:
Space Sector names like $ASTS, $RKLB, $PL & $FLY squeeze into the $2T SpaceX IPO.
$GOOGL & $TSLA lead the MAG7 for the next 4 months.
$HIMS will…↗
Apr 17
KaizenInvestor — $NASA is a new space ETF from Tema.
It gives investors 10% exposure to SpaceX.
$ASTS is the second biggest holding followed by $RKLB and $PL.
$FTC is the most interesting nam…↗
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 — 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…↗
Apr 16
Black Panther Capital — The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communicatio…↗
Apr 16
KaizenInvestor — $PL
Looks like I got my first 10-bagger https://t.co/Z3FfZqGwft↗
Apr 16
Wayne Liang — @StockSavvyShay Don’t forget $FLY $BKSY and $PL 👀↗
InvestmentGuru — Space sector is on fire today
$RKLB
$SIDU
$SATL
$PL
$RDW
$ASTS↗
Apr 16
KaizenInvestor — Looks like the market is not giving you any cheap entry tickets to $PL. Even with the short-term selling pressure due to the warrants, a small short squeeze is real.
Planet is up…↗
Apr 15
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 $…↗
mon — @hombre242051283 This is how I would rank them based on risk.
1. $PL
2. $BKSY
3. $SATL
I think SATL has more potential. It sits somewhere in the middle and can take business from…↗
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
mon — $SATL I’ve more than doubled my position since my initial buy.
I’m now up 25% in just two weeks.
I could have gone with the easier options like $ASTS, $RKLB & $PL. But as you kno…↗
Apr 13
KaizenInvestor — If you are looking for an entry into $PL, I would wait until 27/04. There are many short-term technical mechanics going on behind the scenes.
For those who don't want to read the…↗
Apr 13
InvestmentGuru — Space is another strong sector
$SIDU
$SATL
$LUNR
$RKLB
$ASTS
$RDW
$PL↗
Apr 12
Black Panther Capital — Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 tri…↗
Apr 12
InvestmentGuru — EO / GEOSPATIAL SPACE — Latest Headlines
$PL is the sector leader — no debate. Best revenue, backlog, cash, and contract quality.
$BKSY is the best risk/reward — real revenue, DoD…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 11
Mike Investing — These stocks are expected to over 3X their revenues within the next 5 years:
$NBIS - Nebius: +6400%
$ASTS - AST SpaceMobile: +5471+
$ONDS - Ondas: +3188%
$IREN - Iren: +1547%
$CRW…↗
Apr 11
KaizenInvestor — Little introduction for new followers.
I’m 29 years old and currently work as a Commercial Director for a large corporation. I hold a Master’s and an MBA in Economics and Strategi…↗
Apr 11
KaizenInvestor — I’m currently first in a stock picking fantasy league. It’s a free game that you can play with your friends or the X community.
The game exist for around 6 months now and is buil…↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
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…↗
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 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
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
KaizenInvestor — @DavidCG1111 Sorry, should have been clearer. 50km from the moon surface, yes. Which is 384.000 km from the earth, so way deeper into space than the $PL fleet.↗
Apr 8
KaizenInvestor — I bought $PL at $4.
I first put it on your radar when I launched this account in Sept '25, and followed up with a full deep dive in Oct '25 when it was trading around $12.
If you…↗
Apr 8
KaizenInvestor — Another interesting $NVDA partnership with a space company. The $FLY partnership looks similar to the $PL one.
The main difference?
Fly Aerospace takes pictures of the moon at…↗
Apr 8
Space Investor — $PL / $BKSY: "It is now, and has been, under very exacting Satellite Surveillance (Space Force!)"↗
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
KaizenInvestor — $PL successfully brings AI to space. It’s only the beginning.↗
Apr 7
Space Investor — $PL: Using NVIDIA Jetson, Planet achieves AI-powered object detection on its Pelican satellite
Following the announcement of a strategic initiative with NVIDIA, Planet Labs announ…↗
Apr 7
Space Investor — Xoople and L3Harris announced the co-development of a first of its kind satellite constellation designed and optimized for the AI era.
Yesterday, Spain’s Xoople raised $130 milli…↗
Apr 7
InvestmentGuru — Space is one sector to concentrate
$RKLB
$ASTS
$SIDU
$SATL
$SPCE
$PL
$RDW
$LUNR
$FLY↗
Apr 6
KaizenInvestor — Both $PL and SpaceX are partially owned by $GOOGL.
I expect this combo to be used as well for Project Suncatcher - where Planet will bring the Google TPUs to space.
I don’t exp…↗
Apr 6
KaizenInvestor — $PL to scale up their Pelican fleet to 9. The fleet is equipped with the $NVDA Jetson AI-platform which acts as the brain of the satellite.
These Pelican satellites will soon be…↗
Apr 6
Space Investor — $PL: Planet today announced the shipment of three Pelican satellites to Vandenberg Space Force Base in California ahead of their launch aboard the upcoming CAS500/2 rideshare missi…↗
Apr 6
InvestmentGuru — The space sector is entering a
full re-rating phase
$RKLB
$ASTS
$RDW
$LUNR
$FLY
$PL
$SATL
$NASA
$SIDU↗
Apr 6
KaizenInvestor — @MoneyQuotesX That’s why $PL is doing so well. The only pure-play space company with a positive cash flow.↗
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 5
KaizenInvestor — @b_co_co I’m a fan of $AAOI, $PL, $PLTR and $VKTX. Not a fan of $DUOL.↗
Apr 5
KaizenInvestor — Got a feeling that 2026 will start fantastic again for $PL thanks to some extra unforeseen “project” revenues.
Still undervalued on X, as they are one of the most important space…↗
Apr 5
KaizenInvestor — Kaizen Portfolio update of March. My portfolio was up 6.9% this month.
My top 4 positions outperformed the rest of my porftolio.
$PL reported great Q4 results and are up 45% th…↗
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
KaizenInvestor — @PolarizingLit $PL well-positioned to bid on secondary, supplementary, or early-warning contracts.↗
Apr 3
KaizenInvestor — I just cracked the CEO-code.
- Founder led
- PhD in science
$PL - Will Marshall Ph.D. in Physics
$AAOI - Chih-Hsiang Ph.D in electrical engineering
$VKTX - Brian Lian Ph.D in…↗
Apr 3
KaizenInvestor — The fact that $PL has a positive free cash flow is still massively overlooked.
They have the money to keep innovating while already being the clear leader in their space.
Other…↗
Apr 3
KaizenInvestor — Historically, Earth observation (EO) smallsats have relied on X-band radios to downlink the pictures they take to ground stations, and S-band or UHF for basic telemetry and command…↗
Apr 3
Midas — Everyone thinks the SpaceX IPO will make Space stocks like $PL $RKLB $ASTS $SATL skyrocket which makes me believe a SELL THE NEWS event is coming.↗
Apr 2
Mike Investing — The projected 2026 correction is here, & there are already many major undervalued opportunities.
Buying these 8 names will create generational wealth:
1. Tesla ~ $TSLA
2. AST Spa…↗
Apr 2
Wayne Liang — My SOP for finding runners is very simple.
> Spot a hot sector, whether it's sentiment hyped, or there's a catalyst (e.g. sector IPO, Bitcoin rallying); indicating they're "fundam…↗
Apr 2
Space Investor — $PL: Planet share the development of patented radio communication systems that include last-minute tasking capabilities and an improved data downlink solution.
This capability us…↗
Apr 2
KaizenInvestor — @roberthardebeck Haha all-in on $PL or? What do you mean exactly with simply zoom out of the market?↗
Apr 2
Wayne Liang — Started a small position in $SIDU.
Will be looking to add more shares as each Blue Diamond pop up. Fits the momentum trades in the space sector quite well, alongside $SATL $PL $BK…↗
Apr 2
KaizenInvestor — If you don’t invest in space stocks, you are probably red today. The re-rating is already happening.
$PL still outperforming. Almost +10% today. https://t.co/661UcP73Or↗
Apr 1
KawzInvests 🦑 — Worst price action in months. Best news day the space sector has ever had.
$ASTS: -30% from ATH
$RKLB: -30% from ATH
$RDW: -35% from ATH
$PL: -15% from ATH
Today SpaceX confid…↗
Apr 1
KaizenInvestor — $PL bouncing back even though there is some short-term pressure on the stock.
The news that SpaceX reportedly confidentially filed to IPO in June, might help.
I still think the…↗
Apr 1
Black Panther Capital — THE AI SUPPLY CHAIN — COMPLETE MAP
I've spent a few hours mapping the entire AI supply chain. Hyperscalers are spending $750 billion. These are the 42 companies building, powering…↗
— Expecting $PL to bounce off the gold zone around the 29 level. If we dip through and close below, it'll likely pull back a lot more than expected. Could make for some easy scalps t…
KaizenInvestor — I'm currently at 20% cash, my highest cash position ever. It's not because I sold, but mainly because I haven't added extra cash in a while.
Starting from next week, I will start…↗
Mar 29
KaizenInvestor — @CarsonTalkMoney Mainly $PL, $AMPX and $ASM.AS. The rest is down though 😅↗
Mar 28
Serenity — @BitcoinAIGuy If $PL, the $11B company filed for a $6,000,000,000 dilution, I'm pretty sure everyone would leave their positions.
The reason why $IREN filed for a $6B ATM is beca…↗
Mar 27
KaizenInvestor — @fantstockleague What a week it has been 😅 $PL holding strong↗
Mar 27
Space Investor — $PL: Deutsche Bank playing catch up on Planet price target... https://t.co/QQmM3D4Adf↗
Mar 26
Wayne Liang — The market has only partially priced in the SpaceX IPO, initiating a mini rally for related tickers.
Being the largest IPO in history at $1.75 trillion, I don't think the market c…↗
Mar 26
KaizenInvestor — @LandoInvests $GOOGL and $PL are working on a similar project. There are parts where datacenters in space are easier to facilitate than on earth.↗
Mar 26
Michael Sikand 🦑 — $SATS - there's juice left in this squeeze 🚀
Going long again at $120, after having exited the stock around the ATH of $130 a few months ago.
Here's why I think $SATS is a reall…↗
Mar 25
Wayne Liang — SpaceX IPO is undoubtedly going to bring an influx of capital into the space sector. Some of the easiest money will be made through proxy trading.
While L3Harris $LHX and Teledyne…↗
Mar 25
Wayne Liang — @Malicious_Mort Both $PL and $SATL are solid picks. 🤝↗
Mar 25
Wayne Liang — You can become a millionaire this year.
All it takes is a few proper swing trades.
Last year, I called out:
$ONDS at $0.83 (ran 1560%)
$OPEN at $0.58 (ran 1580%)
$IREN at $6.30…↗
Mar 25
Wayne Liang — Satellogic $SATL is undervalued.
~$770M MC vs Planet Labs $PL at $11B.
Same sector, same tailwinds - but $SATL trades at a fraction of the value. The market is still focused on t…↗
Mar 25
Space Investor — $PL: Planet today announced it has begun recruiting highly-skilled German talent to operationalize its upcoming satellite manufacturing facility in Berlin.
This recruitment phase…↗
Mar 24
KaizenInvestor — Bought $PL exactly 1-year ago. Currently up 745%.
You can call it a lucky shot but fact is that I was down ~40% after a couple of weeks.
Most panic and would sell. I did not.…↗
Mar 24
KaizenInvestor — @aleabitoreddit Have to disagree a bit here, $PL is also on the train of high expected revenue growth and growth from AI. To say they are up 745% this year just on hype is far too…↗
Mar 24
Serenity — There's the Space Satellite MegaCycle:
-> Triggered by $PL.
With $BKSY / $SATL / $SPIR and others following.
Then there's the Photonics SuperCycle:
-> Triggered by $LITE and $…↗
Mar 23
KaizenInvestor — @PolarizingLit I don’t find any news on them, so I imagine they are rising on the great $SATL and $PL earnings↗
Mar 23
Wayne Liang — Planet Labs $PL is trading at a $12 billion market cap, and Blacksky $BKSY is sitting at $1 billion.
Satellogic $SATL is currently at a $700 million market cap. Valuation gap coul…↗
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
KaizenInvestor — @StockSavvyShay @FuturumEquities $PL in the great category now as well.↗
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…↗
Mar 21
KaizenInvestor — @Marsh1L Great company but they are in a completely different phase right now. They still have a lot to prove and the P/S ratio is around the same level. With the cash $PL is havin…↗
Mar 21
KaizenInvestor — Most analysts now upgraded their $PL price targets. The stock stays a strong buy despite the surge.
Most analysts increased their price target towards $40. https://t.co/Vbc5PYK7Z…↗
Mar 20
Wayne Liang — First swing on $PL was 16%, second swing is currently at 39%. Third BD just got confirmed today, we should see it run some more next week. https://t.co/xwtVeGSCKJ↗
Mar 20
KaizenInvestor — Needham is the first to raise $PL price target to $40. They maintain the buy rating. https://t.co/GZZ8K0r23Y↗
Mar 20
Serenity — My dad’s most bullish stock?
$PL at $3, which is up over 996.5% in 18 months.
I bought 1 single share for fun.
Because I didn’t think Planet Labs would grow revenue.
I ended up…↗
Mar 20
Space Investor — $PL: "2026 is the year of AI for Planet" https://t.co/fTIgdzxH6q↗
Mar 20
KaizenInvestor — @DavidityDave I think $PL is too little to really move the whole sector. But space companies delivered great Q4 earnings which is a good overall sign.↗
Mar 19
KaizenInvestor — $PL earnings call just ended, here are my notes:
- On Project Suncatcher: It is still early days, but things are going well. It's an interesting space with a lot of potential. But…↗
Mar 19
KaizenInvestor — $PL now up 21% after hours https://t.co/Z2xgyKV6wQ↗
Mar 19
KaizenInvestor — $PL up 9% after a massive double beat 📈
As expected they easily beated the revenue guidance. But the forecast is also big. Planet guided FY27 revenue to $415 million–$440 million…↗
Mar 19
KaizenInvestor — @Tech_Stamurai I checked and can’t even buy $PL options in Belgium↗
Mar 19
KaizenInvestor — 3. I would love to hear some updates on the $PL projects tonight.
Pelican: With these rapid tasking, high-res satellites now deployed, I'd like to hear the company talk about cus…↗
Mar 19
KaizenInvestor — 2. Does $PL have pricing power?
To check if a company has pricing power, I always check the revenue growth and the gross profit margin growth. If a company has pricing power, it…↗
Mar 19
KaizenInvestor — 1. Let's first address why $PL stands out from every other competitor, their positive free cash flow. They reported a record $47m free cash flow in Q2, it dropped to $1.89m in Q3.…↗
Mar 19
KaizenInvestor — Today is all about $PL earnings for me. I bought the stock at $4 when I saw the raw potential of their massive dataset of images and daily earth scans, together with AI.
Since I…↗
KaizenInvestor — @SJCapitalInvest Great decision, we are still early in space economy and Planet is here to stay. Haven’t seen a lot of accounts who dared to pull the trigger on $PL 👏🏼↗
Mar 18
KaizenInvestor — We are still so early in the space economy.
- $RKLB announced a new contract today
- $PL collaboration with $NVDA
- Anduril acquisition of ExoAnalytic
- Massive funding rounds fo…↗
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
KaizenInvestor — Simple $PL analysis:
- Founded by NASA scientist
- $GOOGL: 11% stake in the company
- Collaboration with Google to put TPU's in space
- Collaboration with $NVDA to put GPU's in sp…↗
Mar 17
KaizenInvestor — @wacbmktnews I think $PL has more AI potential than $SATL at this moment. Satellogic might have higher quality pictures but Planet has way more and frequent data, which is more val…↗
Mar 17
Space Investor — $PL
Planet today announced its initiative to revolutionize how satellite imagery is processed, enhanced, and analyzed.
Planet and NVIDIA are collaborating on ways to adopt GPUs t…↗
Mar 16
KaizenInvestor — @JasonL_Capital Funny thing is that I see a lot of posts about $NVDA going to space with $RKLB, $RDW and $ASTS tags… almost no one talking about $PL, while they are the ones with t…↗
Mar 16
KaizenInvestor — @PolarizingLit Great video. $PL also announced a partnership with Google to bring their TPU’s to space: project suncatcher. They are in the middle of all the datacenter in space sp…↗
Mar 16
KaizenInvestor — $PL just announced their partnership with $NVDA to develop the first-ever GPU-native AI engine for planetary intelligence.
This is a complete paradigm shift from being a satellit…↗
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
KaizenInvestor — @roberthardebeck My favourite position is still $PL, made multiple posts on it already. Just look on my page if you want.↗
Mar 12
KaizenInvestor — As a $RKLB and $PL holder, I expect this will start a massive sector-wide rerating.
SpaceX’s premium valuation will highlight just how undervalued these public space companies ar…↗
Mar 12
Space Investor — ORBITAL COMPUTE SUPPLY CHAIN - MACH33
Look for $RDW, $RKLB & $PL 👀 https://t.co/fGpss7fy03↗
Mar 11
KaizenInvestor — @SJCapitalInvest I see $PL as a reference 👏🏼↗
Michael Sikand 🦑 — This is crazy.
$SATS just became the FIRST pure play space stock added to the S&P 500.
$ASTS $RKLB $PL holders pay close attention.
Yesterday the committee looked past a $14B GA…↗
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 6
KaizenInvestor — My $PL article is now featured on the Planet Labs ticker page on Yahoo Finance.
If you are interested in Planet Labs and haven't read the article yet, you can read it now via X o…↗
Mar 5
KaizenInvestor — $PL just secured a seat at one of the biggest tables in the Pentagon. The company has been selected as a Prime Contractor for the Missile Defense Agency’s new SHIELD program.
Thi…↗
Mar 5
KaizenInvestor — @SaiseiInvesting $PL is my biggest holding, $RKLB my third. So, I try to cover them both. Don't cover the entire space though. Just look for investors with 'space' or 'rocket' in t…↗
Mar 4
Space Investor — I see the same comments on every $RDW post.
Saw them in 2023 with $RKLB, in 2024 with $ASTS, in 2025 with $PL.
If it were obvious, the Alpha would be gone.
The market doesn’t pa…↗
Mar 2
KaizenInvestor — Pre-market of the mentioned stocks:
$PLTR: +3.84%
$PL: -3.07%
$RTX: +7.18%
$LMT: +6.24%
$DRS: +2.63%
$HII: +4.58%
$AVAV: +12.19%
Sometimes investing is really straightforward.↗
KaizenInvestor — My unpopular opinions
Mag 7: $GOOGL > $NVDA
Energy storage: $FLNC > $EOSE
Drone industry: $AMPX > $ONDS
Pharma: $HIMS > $NVO
Space Economy: $PL > $ASTS
Datacenter:…↗
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
Space Investor — Via Satellite’s annual 10 Hottest Companies in the satellite industry, from constellations, manufacturing and launch.
1. AIRBUS
2. ARKEDGE SPACE
3. FARCAST
4. $IONQ
5. LYNK/OMNISP…↗
Feb 22
Wayne Liang — Anthropic and SpaceX IPO are going to be seismic events for the market. We'll see an influx of money into those sectors.
Aerospace & Space Tech:
$RKLB
$ASTS
$SATS
$PL
$RDW
AI In…↗
Feb 22
Space Investor — The bottleneck for Orbital Data Centers is Power, Radiation, Bandwith and Thermal dissipation.
Here are the strongest listed names with proven backlogs in powering space infrastru…↗
Feb 18
mon — So many great stocks, so little capital. 🧐
If I were building my own ETF:
$IREN
$ONDS
$CIFR
$NBIS
$WULF
$IBRX
$PL
$ASTS
$RKLB
$NUAI
$POET
$ALMU
$KRKNF
$UAMY
$COPX
$OUST
$TE
$ENPH…↗
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 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 — 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 12
Space Investor — $PL
Through this partnership, AXA DCP will integrate data from Planet’s high resolution and medium resolution satellites, and high-frequency Basemaps, into its AI-powered platform…↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 10
Mike Investing — I’ll say this again one final time…
These 8 stocks will create millionaires in 2026:
1. IREN Limited ~ $IREN
2. AST SpaceMobile ~ $ASTS
3. Rocket Labs ~ $RKLB
4. Ondas Holdings…↗
Feb 6
Space Investor — $PL
Institutions now own over 70% of Planet shares, with Google holding about 10% (~32M shares). https://t.co/DUdpRurk35↗
Feb 5
Space Investor — $PL
Citi reiterates Buy on Planet with a $30 price target. (04/02) https://t.co/KPotHRqguF↗
Space Investor — $PL
Needham with a Street high of $35 https://t.co/natHUxnTVD↗
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 27
Space Investor — $PL
Wedbush raises Planet Labs price target to $30, reiterates Outperform. https://t.co/Hp3pngUoWq↗
Jan 26
Space Investor — $PL
Planet today announced an enterprise-scale agreement with the Surveying and Mapping Authority of the Republic of Slovenia (GURS) to provide comprehensive satellite data and hi…↗
Jan 26
Space Investor — Most hyped stocks on social media:
#1 $ASTS
#5 $LUNR
#10 $RKLB
#13 $PL https://t.co/5xt4gGqFq7↗
Jan 26
Space Investor — $PL
"We're seeing very strong demand signals for satellite services driven by our current geopolitical landscape and the demand for sovereign access to space", Planet Labs CEO Wil…↗
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
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
Mike Investing — We are vastly outperforming the markets yet again in just 24 days.
So far this year these picks were called out:
$ASTS +55%
$EOSE +45%
$IREN +42%
$PL +40%
$LMND +34%
$RKLB +30%…↗
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 — 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 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 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 18
Wayne Liang — What's crazy is, people didn't want to touch:
$ONDS at 0.83, $ASTS at 27.14
$IREN at 6.30, $CIFR at 3.01
$OPEN at 0.58, $WULF at 2.96
We hit 5-10x on all of them.
Don't miss the…↗
Jan 18
Space Investor — The Space Avengers this year.
$ASTS: 55%
$RDW: 48%
$PL: 45%
$RKLB: 36%
$VOYG: 32%
$LUNR: 29%↗
Jan 17
Mike Investing — $GOOGL will become the most valuable company in the world very soon…
One of its most notable features is the diversified portfolio which includes:
~ Search & Advertisement ($2T)…↗
Jan 17
Mike Investing — The White House has been quite literally telling you what sectors to invest in:
AI ~ $NBIS, $IREN, $ZETA
Chips ~ $AMD, $NVDA, $MU
Drones ~ $ONDS
Space ~ $ASTS, $RKLB, $PL, $RDW…↗
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 13
Mike Investing — You need these 10 picks in your portfolio to outperform the markets in 2026:
1. $ONDS ~ building autonomous defense, security and drone systems.
2. $EOSE ~ enable long, duration e…↗
Jan 13
Mike Investing — These 6 sectors will greatly dominate the markets in 2026…
Space ~ $ASTS, $RKLB, $PL, $RDW
AI ~ $IREN, $NBIS, $ZETA
Healthcare ~ $NVO, $UNH, $OSCR
Drones ~ $ONDS
Robotics ~ $T…↗
Jan 12
Space Investor — $PL
Planet announced a multi-year low 9-figure agreement with the Swedish Armed Forces to rapidly deliver a suite of satellites, space-based data and awareness solutions to suppor…↗
Jan 9
Mike Investing — There are 5 main sectors that’ll dominate the markets in 2026…
Space ~ $RKLB, $ASTS, $PL, $RDW
Drones ~ $ONDS
AI ~ $IREN, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Healthcare…↗
Jan 9
Mike Investing — The $1.5T SpaceX IPO will create a MASSIVE surge in the space industry this year…
To take advantage of the space sector squeeze in 2026 you need to be invested in:
$RKLB ~ buildi…↗
Jan 7
Mike Investing — These sectors are going to dominate the markets in 2026, and should be your portfolio’s primary focus…
1. AI ~ $NBIS, $IREN, $PATH, $ZETA, $CIFR
2. Space ~ $ASTS, $RKLB, $PL
3.…↗
Jan 7
Mike Investing — There are 5 core sectors your portfolio needs to be focused on for 2026:
1. Space ~ $ASTS, $RKLB, $PL
These companies are building the next generation of space infrastructure.
2.…↗
Jan 4
mon — The best stock of 2026 will probably be the one no one is talking about today.
Last year it was $PL, up 360%, and $AXTI, up 640%.
Right now, almost everyone is talking about the…↗
Jan 4
Mike Investing — These 5 sectors are going to lead the markets in 2026, and should be your primary focus…
1. Space ~ $ASTS, $RKLB, $PL
2. AI Infrastructure ~ $NBIS, $IREN, $CRWV
3. AI chips & Te…↗
Jan 3
Mike Investing — There are 4 main sectors your portfolio should be mainly focused upon for 2026…
1. AI & data centers ~ $NBIS, $IREN, $CIFR, $PATH, $ZETA
These picks power the AI boom through auto…↗
— Here are the best performing profiles of the 2024 vintage class.
Hat tip to our amazing members. 30 stocks that have doubled or more since profiling.
$AII.TO $TGEN $PL $OPFI $A…
Wayne Liang — Buying dips can make you a millionaire.
Learn to see the good in downtrends.
Tons of undervalued companies out there.
$ONDS $RR $SERV $IREN $CIFR $ASTS $PL $MIGI and so many mor…↗
Dec 14
Space Investor — $PL
Under Secretary of War, Emil Michael, is excited about Planet Labs.
https://t.co/IGVmd8CLap↗
Dec 13
Space Investor — SpaceX and Blue Origin will likely lead the charge when it comes to ODCs, but the opportunity will spread downstream to these players:
Communications: $ASTS
Space systems: $RKLB
I…↗
Space Investor — @sunginvests A rising tide lifts all boats. I like the company but I think $PL has a better chance at monetizing its data moat, and EO is a hard segment with lots of participants.↗
Jul 10
Space Investor — $PL / $BKSY / $SPIR / $RDW
Gartner defines Earth intelligence as the application of AI to Earth observation data to deliver solutions specific to industries and business functions…↗
Jul 9
Space Investor — $ASTS / $RKLB / $RDW / $PL
For the dopamine addicts: Yahoo Finance now shows overnight quotes.
It works for most space stocks I looked at. https://t.co/2MJl9H9XlK↗
Jul 8
Space Investor — $PL
Through this contract, Farmdar will have access to Planet’s deep archive of PlanetScope data, including Planet Basemaps, to inform its crop insights platform.
This near-daily…↗
Jul 5
Space Investor — BOTTOM LINE
The One Big Beautiful Bill’s defense and national security provisions, with over $150 billion in funding, including $25 billion for integrated air and missile defense,…↗
Jul 1
Space Investor — $PL
Planet today announced a multi-year €240 million agreement, funded by the German government, in support of European peace and security.
The contract will provide high-resolu…↗