Mike Investing — The companies building the future are all heavily on sale right now…
Drawdowns from Highs:
$RKLB -79%
$ASTS -86%
$NBIS -56%
$SNDK -51%
$OKLO -76%
$BE -40%
$ONDS -55%
$PL -57%
$OUS…↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 16
KaizenInvestor — @OmerYucaa Most stocks reached ath not even 2 months ago, what is short-term for you as for me it is yes. I bought most of my stocks more than a year ago. $PL at 4, $RKLB at 27, $P…↗
Jul 16
Shay Boloor — THE FUTURE IS ON SALE RIGHT NOW
Drawdown from highs:
• $OKLO −76%
• $NVTS −63%
• $CRWV −60%
• $ASTS −58%
• $IONQ −57%
• $PL −57%
• $AAOI −56%
• $RKLB −55%
• $IREN −54%
• $ONDS −53…↗
Jul 16
KaizenInvestor — Investors ask me: when are high-growth stocks cheap enough to buy? How can I value them?
Here is how I do it.
For me, these stocks are not about the potential upside but about th…↗
Jul 15
Space Investor — $PL: Planet and SatAgro Maximize Farm Margins With High-Resolution Insights
By combining near-daily PlanetScope® satellite imagery with farm management tools, the SatAgro platform…↗
Jul 15
KaizenInvestor — @TomSzczypka At those prices? Top 5: $PL, $OUST, $MRVL, $FLNC and $HIMS.↗
Jul 15
KaizenInvestor — When I tweeted my buy targets a couple of weeks ago, I got a lot of comments that my targets were “way too low”.
Now, most companies are getting closer to my price target. I got…↗
Jul 14
InvestmentGuru — The space sector is getting close to attractive buying zones after the recent pullback.
Watching closely:
$RKLB
$ASTS
$PL
$RDW
$FLY
$SATL
$SPCX — key level to watch is whether it…↗
Jul 12
CK Capital — The space sector did the most counterintuitive thing possible. It got its biggest catalyst in history, and the whole group got flushed.
That was supposed to be the moment the enti…↗
Jul 11
Black Panther Capital — I sit in a cubicle five days a week. Same chair. Same hum of fluorescent lights. Same wheel.
I feel like a mouse in a box, running because the wheel is there, not because it goes…↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 10
Mike Investing — @bennybigbull @babyfolio Just some of my callouts this year fyi:
$NBIS @ $68
$CRWV @ $63
$PL @ $20
$META @ $520
$IREN @ $30
$NOW @ $82
$CIFR @ $11
$RKLB @ $56
$ASTS @ $63
& s…↗
Jul 10
Shay Boloor — China launches a rocket to space and successfully lands it back on Earth for the first time.
The global space race is about to accelerate.
$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG,…↗
Jul 9
Black Panther Capital — @YoYInvestor If I’m not wrong it should be something like:
2027:
$ASTS: 29B USD today → 79.5B USD
$PL: 10B USD today → 27.4B USD
$ONDS: 4B USD today → 11B USD
$AAOI: 9B USD today…↗
Jul 9
Black Panther Capital — Here’s the price targets I’m targeting for my own portfolio in 2027 and 2030:
2027:
$ASTS 73.27 USD → 200.95 USD $ONDS: 7.72 USD → 21.17 USD $AAOI 124.57 USD → 341.65 USD $PNG.…↗
Jul 9
KaizenInvestor — A big thing here at Raise is sovereign AI. Rod Evans, VP supercomputing for $NVDA spoke about a big giant waking up. He said that governments in Europe are spending a lot of money…↗
Jul 7
KaizenInvestor — Been a bit offline lately as we moved over the weekend and been very busy on the job.
I'm very calm in this market, $WOLF just reached my buying target so I added a bit more at $…↗
Jul 7
Space Investor — $PL: Planet Labs today announced the successful launch of Pelican-11, the tech demonstration satellite (TD2) for the second generation (Gen 2) of its high-resolution Pelican™ fleet…↗
Jul 6
Space Investor — $PL: In addition to his role as head of the Chancellery, Wolfgang also oversaw the intelligence services of the Federal level in Germany.
"We are privileged to welcome Wolfgang Sc…↗
Jul 6
Black Panther Capital — @DesingerGem Sized up in space $PL and $ASTS price was to good when sector dipped.↗
Jul 5
Black Panther Capital — Everyone wanted:
$NBIS at $260 and is hesitating at $215.
$AAOI at $220 and is hesitating at $130.
$RKLB at $150 and is hesitating at $100.
$ASTS at $130 and is hesitating at $85.…↗
Jul 4
Black Panther Capital — JUNE 2026 PORTFOLIO UPDATE:
Numbers first. Then the breakdown.
MONTHLY PERFORMANCE
> Long-Term Port: -21.33%
> Short-Term Port: -10.78%
YTD PERFORMANCE
> Long-Term Port: +50.07%…↗
Space Investor — $PL: A leading satellite imagery provider, Planet Labs, restored access to images from nearly 800 locations in Iran which they had chosen to restrict following a request from the U…↗
Jul 2
KaizenInvestor — Interesting development as $PL announced a partnership with Isar Aerospace to launch their next-gen Pelican satellite.
Isar Aerospace is a direct competitor of $RKLB and $SPCX wi…↗
Jul 2
Space Investor — $PL: Planet Labs Germany and European space company Isar Aerospace today announced a strategic launch agreement.
Under the agreement, Isar Aerospace will launch one of Planet’s n…↗
Jul 1
KaizenInvestor — Monthly portfolio update.
MTD performance: -3.7%
YTD performance: 94.1%
I did not make any trades this month but allocation wise a few things has changed due to the performance o…↗
June 2026 · 107 mentions
Jun 29
Shay Boloor — SPACE STOCKS HAD A MASSIVE DAY
• $ASTS +21%
• $RKLB +17%
• $PL +17%
• $BKSY +15%
• $FLY +14%
• $LUNR +7%
• $RDW +7%
• $SPCX +7%↗
Jun 29
InvestmentGuru — Space what a day
$RKLB $ASTS $PL $SPCX https://t.co/HeuYyQM3ky↗
Jun 29
Black Panther Capital — $RKLB just closed the one gap that separated it from $SPCX.
Look at what $8 billion actually buys:
> $27 cash plus stock per Iridium share, a 24% premium
> $871.7 million in reve…↗
Jun 29
InvestmentGuru — The space sector is starting to find buyers after bottoming last week, and momentum appears to be improving.
$RKLB $ASTS $PL $LUNR $RDW $SATL $FLY $SIDU $SPCE https://t.co/zhzuQbfC…
May 2026 · 83 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 · 118 mentions
Mar 31
InvestmentGuru — $RKLB
$RDW
$SATL
$PL
Best way to play SpaceX IPO , IMO↗
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…
February 2026 · 64 mentions
Feb 28
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…↗
Feb 28
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
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…
January 2026 · 121 mentions
Jan 31
Black Panther Capital — 🚨BREAKING:
The competition for AI Space Datacenters is ongoing as of now.
Elon: “100GW/year of solar-powered AI satellites requires 100GW/year of AI computers …”
SpaceX just fi…↗
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, $…↗
KaizenInvestor — The Kaizen Portfolio ends up 45.3% this year 🟢
My best performing stocks in 2025
$PL: +399%
$RKLB: +248%
$HOOD: +235%
$PLTR: +138%
$IONQ: +100%
My top 3 picks for 2026
1. $HIMS…↗
Dec 31
Shay Boloor — @PolymarketMoney $GOOGL CEO has been consistently talking about data centers in space which makes me think there will be commercial partnerships with $ASTS and $PL in 2026 🤔↗
Dec 31
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
A SpaceX IPO in 2026 would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced:…↗
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.
Space Investor — Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares.
A lot of what we've seen is flow and positioning, not business fu…↗
Jun 27
KaizenInvestor — Levels I’ll add to my stocks. This is based on allocation to my own portfolio as well as how undervalued some might be.
As you’ll see, some stocks are still far from my adding zo…↗
Jun 26
Black Panther Capital — Here comes the rotation.
🟢 $ASTS +7%
🟢 $RKLB +5%
🟢 $PL +4%
I’m ready for it.
-BP
Not financial advice. https://t.co/W1WaU13lnU↗
Jun 25
Chris Ray — Crazy damage for space stocks this past month, with $ASTS actually down 11% YTD.
$RKLB $ASTS $LUNR $PL $RDW https://t.co/rldDlidd1Y↗
Jun 25
Shay Boloor — Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a maj…↗
Jun 25
KaizenInvestor — I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more.
$PL is down 48% of ath
$RKLB: 43%
$AS…↗
Jun 22
KaizenInvestor — @MikePippen77 $PL lost 44% since peak, $RDW 49%, $ASTS 45%, $FLY 51%, $SATL 46%,… only $RKLB lost less. So, you couldn’t be more wrong 😑↗
Jun 22
KaizenInvestor — $PL with a fantastic day in comparison to the other space stocks. They have shown great strength. https://t.co/f7kY1EKRiG↗
InvestmentGuru — 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-t…↗
Jun 22
Nezih Gökay — HİKAYESİNİ SEVDİĞİM HİSSELERDE BUGÜN - $PL
Dünyanın her santimetresini tarayan yapay zekayla tarayan ilginç bir hisse buldum. Bu şirket veri ve yapay zeka entegrasyonu çok acayip…↗
Jun 20
Space Investor — A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…↗
Shay Boloor — Here are the current 2030 revenue estimates for popular growth stocks:
• $CRWV ~$86.4B
• $SPCX ~$43.8B
• $PLTR ~$40.2B
• $NBIS ~$39.7B
• $IREN ~$13.8B
• $HOOD ~$9.6B
• $SOFI ~$8.…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
PhotonBull — Could the bottom be in👀
$ASTS $RKLB $PL $MRLN↗
Jun 19
Shay Boloor — What $10,000 became over the last two years:
• $SNDK $604,690
• $RKLB $247,990
• $BE $246,020
• $RGTI $236,090
• $AXTI $225,670
• $QBTS $224,130
• $AAOI $188,820
• $PL $158,090
•…↗
Jun 19
Black Panther Capital — Day 170/365.
Me and my daughter made a deal almost a year ago. Post every single day for 365 days. See if we could hit 50,000 followers together.
We’re almost there. Wtf.
195 da…↗
Jun 18
Space Investor — $PL: NASA Awards Contract for Commercial Satellite Data Acquisition
NASA has selected eight new companies and will acquire new data products from six existing Commercial Satellite…↗
Jun 18
Black Panther Capital — YTD back to 82.89%.
Go touch some grass the next 4 days.
I’m still overall bullish for rest of the year.
But I also expect some choppy weeks to come around.
Vix is showing a fe…↗
Jun 18
Shay Boloor — Space companies have begun insurance talks for orbital AI data centers which is an early sign the concept is moving toward commercialization.
The industry hopes to bypass Earth’s…↗
Jun 18
Black Panther Capital — @SmallCapSnipa $85 Average here. Added in the dip to early 😂 $28.90 on $PL↗
Jun 18
Lando — Started another small position in $PL today as well! @Kaizen_Investor has been covering since $4, he’s got some great articles on this
Buy the fear https://t.co/4Ce8tmxRMb↗
Jun 17
Midas — @asymmetrix_xyz $RKLB
$ASTS
$PL
Follow me if you want to know when I enter these companies.↗
Jun 17
Black Panther Capital — People often assume I’m a multi-millionaire because of this account.
I wish.
I’m just a dedicated dad. Work a management job. Pay a mortgage. Pack school lunches before work.
So…↗
Jun 17
KaizenInvestor — People ask me if I’m not too worried about $PL dropping 50%.
I can tell you I’m very relaxed about the situation.
First of all because there is nothing fundamentally wrong with…↗
Jun 16
KaizenInvestor — $PL now almost down 50% after announcing a (at that time) 10% atm.
On a short-term technical level, the announcement was awfully chosen. Together with the capital outflow to Spac…↗
Jun 16
Midas — @asymmetrix_xyz $RDW
$PL
$SATL
$RKLB
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 16
Black Panther Capital — Added more $ASTS and $PL today.
I believe $SPCX will dip soon and liquidity flow back to the broad market.
This will not continue.
-BP
Not financial advice.↗
mon — The continued flow of capital toward SpaceX is creating a unique opportunity across the broader space sector. As investors pour billions into SpaceX at extreme valuations, space st…↗
Jun 16
InvestmentGuru — THE SPACE ECONOMY STACK
10 Names. One Generational Megatrend.
$SPCX — The anchor. SpaceX’s Nasdaq listing transforms space from speculative to institutional. When the mothership g…↗
Jun 15
Mike Investing — Buying the $SPCX (SpaceX) IPO at $190 isn’t how you will get rich off the space sector boom…
Instead, buying these 5 space related companies is how you can:
1. $RKLB ~ Becoming a…↗
Jun 15
PhotonBull — 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…↗
Jun 15
PhotonBull — $SPCX is absolutely flying since the IPO
I still believe some other space stocks like $ASTS $RKLB $PL should benefit from the additional space attention
Wondering if people see t…↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 15
InvestmentGuru — SPACE ECONOMY — TOP 5 WATCHLIST
$RKLB
Vertically integrated launch + spacecraft components
Neutron rocket scaling toward 2026 debut, M&A rollup building full-stack space infra
$…↗
Jun 14
Black Panther Capital — @OptimusDelta Really enjoyed this read. It’s been on my watchlist now for several months! I took in $PL on this dip. $LPTH could be my next add on a generous dip.↗
Jun 14
Black Panther Capital — I believe the probability is higher that:
$NBIS goes to $400 than stays at $232.
$AAOI goes to $400 than stays at $170.
$RKLB goes to $250 than stays at $102.
$OUST goes to $100 t…↗
Jun 14
Michael | Hypermarkets — You don't need to buy $SPCX to 10x your portfolio.
You can buy $NASA ETF which owns:
1. SpaceX $SPCX — 12.70%
Rockets, spacecraft, Starlink satellite internet
2. Rocket Lab $RKL…↗
Jun 14
Black Panther Capital — I second this from @investingluc.
The theme structure is half the equation.
The other half is HOW MUCH you put in each one.
Most people get the picks right and still destroy the…↗
Jun 14
Black Panther Capital — One the most important macro week of the year is about to start.
Here’s what I’m watching:
→ Warsh’s debut (Tue/Wed)
No rate move expected. That’s not the story. He’s signaled a…↗
Jun 13
Space Investor — MY FAVOURITE SPACE NAMES
I’m not focusing too much on valuation or isolated multiples. In this space, they usually miss the point more than they help.
What matters is the directi…↗
Jun 13
Black Panther Capital — If you invested $500/month starting at 25.
And averaged 15% annual return.
By 55 you have $3.3 million.
Not because you’re lucky.
Not because you picked the perfect stock.
Bec…↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Shay Boloor — @adshah202 Nope $PL 2029 net income estimates are ~$105M↗
Jun 13
Shay Boloor — HOW THE SPACE BIG 4 STACK UP
1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M…↗
Black Panther Capital — @asklivermore Nice confirmation - since I just started a position in $PL yesterday.↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 13
KaizenInvestor — I finally see lots of fellow inventors pick up $PL. I drove the Planet wave since $4, listened to every earnings call and wrote multiple deep-dives on the company.
I have seen th…↗
Jun 13
Mike Investing — Buying the SpaceX IPO at a $2T valuation isn’t going to get you rich.
The true upside is within these 5 space themed names which are setup to breakout:
1. RocketLab ~ $RKLB
2. AS…↗
Jun 12
Black Panther Capital — @BerislavCuvalo Indeed. But I have a good position in RKLB already. Built it around $60 on last dip.
Added to ASTS today, and started a position in $PL.↗
Jun 12
Black Panther Capital — I have one simple goal by being here:
Become a multi MILLIONAIRE.
If that’s your goal too, keep reading.
Here's the honest version of "escaping the matrix."
You don't quit your…↗
Jun 12
Black Panther Capital — I’ve initiated a new position today.
I sold $NUAI today in my short-term account. Rotated into $PL. Finally.
I still like the $NUAI thesis but have concerns with the CEO.
I have…↗
Jun 12
KaizenInvestor — $SPCX vs other space stocks today.
Clear liquidity vacuum effect. Halo effect follows which makes companies as $PL, $ASTS, $RKLB buying opportunities at these levels. https://t.c…↗
Jun 12
mon — I'd rather own individual space stocks like $PL, $ASTS, $RKLB, $VELO, $SATL and $RDW than buy $SPCX. The opportunity in space is still VERY early, and you want exposure to the comp…↗
Jun 12
BULL OF BRITAIN — Dip bought these with size
$PL
$RKLB
$ASTS
$SATS
Will be exiting all if SpaceX hits $200↗
Jun 12
PhotonBull — They are giving you a discount on the best space names ahead of the largest IPO
Is this free money or am I crazy?
$RKLB $ASTS $SATS $PL $FLY $SPCX $NASA https://t.co/XqPkG96tSl↗
Jun 12
Shay Boloor — Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO:
• $SPCE -24%
• $ASTS -11%
• $VOYG -10%…↗
Jun 12
KaizenInvestor — During the latest earngins call $PL CEO Will Marshall explained that he expects the commercial revenue to be larger than the defense and intelligence revenue in a couple of years.…↗
Jun 11
Midas — @asymmetrix_xyz $SATL
$PL
$INFQ
$ASTS
$RKLB
Follow me if you want to know when I enter these companies.↗
Jun 11
InvestmentGuru — $SPCX — HISTORY MADE
➡ SpaceX just priced the largest IPO ever — $75B raised at $135/share
➡ 555,555,555 shares sold. Full allocation. Oversubscribed 2x
➡ Valuation: $1.77 trillio…↗
Jun 11
Black Panther Capital — @WineAndWar_ Honestly, I’m bullish on both. I like $PL a lot, and if I had spare room or extra fund to add I would have added $PL on this drawdown. I really like them.
@Kaizen_Inv…↗
Jun 11
Wayne Liang — Are you ready for $SPCX tomorrow?
The largest IPO in history.
Aside from the Nasdaq-100 inclusion where every Nasdaq-100 tracker fund is FORCED to buy...
The xAI angle adds anot…↗
Jun 11
InvestmentGuru — Space sector is looking interesting before tomorrow’s $SPCX IPO
$PL $MDA $FLY $RKLB $ASTS https://t.co/7wyDjOLplp↗
Jun 11
Gaetano — Today I bought 3 New Positions
In my Physical AI Portfolio
They were all software stocks (I know, shocking!)
But it's nice to have some exposure to software these days.
Even as…↗
Jun 11
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $PL $SATL $SIDU $FLY $MDA
The space sector is experiencing a once-in-a-generation re-rating event driven by the SpaceX IPO, accelerating government and com…↗
Jun 10
Midas — @asymmetrix_xyz $SIDU
$SATL
$PL
$FLY
$INFQ
Follow me if you want to know when I enter these companies.↗
Jun 9
Black Panther Capital — Insane dips during this correction! 🤯
I’m watching these stocks right now:
Save the list.
$OUST
$AAOI
$NBIS
$IREN
$CIFR
$WULF
$ASTS
$RKLB
$ONDS
$NOK
$PENG
$SATL
$ADEA
$SIVE
$AM…↗
Jun 8
KaizenInvestor — Something I did not emphasize enough in my $PL deep-dive is how bullish the partnership with $GOOGL is. It's an advantage no other company in the industry has.
A first hurdle for…↗
Jun 8
InvestmentGuru — 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…↗
KaizenInvestor — @sachbarnes I’m only invested in $PL. I don’t think the others have a similar moat to that off Planet.↗
Jun 7
Gaetano — It is clear to me that I see this theme differently.
When I started positioning into the optical supercycle my focus was on the supply chain.
Raw materials
Susbtrates
Epitaxy
Tes…↗
Jun 7
KaizenInvestor — Probably not the best time to post a deep dive, but I promised you the deep dive this weekend. I try to be a man of my word.
I don't know what will happen to the market tomorrow,…↗
Jun 7
PhotonBull — @TheBigBerbowski Do you think $RKLB and $PL are better than $ASTS at current prices?↗
Jun 7
KaizenInvestor — Finishing my $PL deep dive today. Took a little longer than I expected but I want it to be complete.
Do you have any particular questions on Planet that you want to see answered?↗
Jun 7
Gaetano — Let's talk about $PL and $BKSY
When I am doing my research into the Physical AI theme, one layer that I am very interested in is data.
If we are going to deploy AI in a meaningfu…↗
Jun 6
KaizenInvestor — @degenlurker_ Have a couple on my whatchlist, probably $PL, $WOLF, $OUST↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
Jun 6
Shay Boloor — UPDATED FIB LEVELS FOR POPULAR STOCKS
AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100
AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282
AI Hardware
• $NVDA $…↗
Jun 6
KaizenInvestor — You only see YTD charts on green days, but here you go. My YTD dropped 26% from the highs.
It hurts, it always does. But it shouldn’t stop you.
You have some clear advantages,…↗
Jun 6
InvestmentGuru — 15 sectors defining the next decade of investing
The megatrend map.
1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three differ…↗
Jun 5
Serenity — Fun times with market corrections.
Leaders from $NVDA down -4.87% to $MU down -7.03%. High beta names like $PL down -22.02%.
Funny to see media always trying to explain like:…↗
Jun 5
Chris Ray — @SPHOWARD09 $PL looks nice here for sure↗
Jun 5
Shay Boloor — $PL DOWN OVER 20% TODAY 😳 https://t.co/DuR69nNUOQ↗
Jun 5
KaizenInvestor — Is there ever a good time to announce an ATM? While all analysts raise their $PL price targets, Planet just announced a $1.5B ATM (around 10% of the market cap).
Painful for the…↗
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
KaizenInvestor — Just finished the $PL earnings call. So much going on in the company. I will make a detailed thread or article tomorrow. Will gave a lot of updates on ongoing projects, so want to…↗
Jun 4
KaizenInvestor — $PL down 8% at the moment after another record quarter, a double beat, a gross profit margin beat, and raised guidance. Won't be surprised if the stock is up tomorrow. This is what…↗
Jun 4
Shay Boloor — $PL Q1 EARNINGS
• Revenue $94M vs Est. $90M
• EPS ($0.03) vs Est. ($0.04)
• RPO: $816M (+81% YoY)
• Backlog: $906M (+72% YoY)
FY27 Guidance
• Revenue $433M vs Est. $428M
• EBITDA…↗
Jun 4
KaizenInvestor — Today $PL announces their Q1 earnings. Here are my preparation notes:
- On top and bottom line expectations: The consensus is sitting at roughly $90M in revenue, which would repre…↗
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…↗
— 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 25
Lando — @Kaizen_Investor I missed $pl because i didn't blindly follow someone else 🥲↗
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
Chris Ray — 🚨 SpaceX will IPO on June 12th under ticker symbol $SPCX.
Let’s see how much of a pump the rest of the space sector gets… 👀
$RKLB $ASTS $PL $LUNR $VOYG $RDW↗
May 15
InvestmentGuru — Space sector just changed overnight.
Reports say SpaceX has chosen Nasdaq Composite for its IPO, with pricing expected as early as June 11 and trading potentially starting June 1…↗
May 15
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 14
Tradable Astronaut — $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/oP3…↗
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
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AXTI +487%
2. $AAOI +426%
3. $SNDK +400%
4. $AEHR +361%
5. $BE +234%
6. $VIAV +210%
7. $INTC +170%
8. $LITE +158%
9. $WDC +150%
10. $NVT…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
May 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…↗
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 25
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AEHR +375%
2. $AAOI +365%
3. $SNDK +317%
4. $BE +166%
5. $NVTS +142%
6. $LITE +139%
7. $WDC +135%
8. $INTC +124%
9. $ARM +115%
10. $DOCN…↗
Shay Boloor — SPACEX ECOSYSTEM CHEAT SHEET
A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy:
La…↗
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
Shay Boloor — BUILDING THE INFRASTRUCTURE OF TOMORROW
1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite compo…↗
Apr 18
Shay Boloor — @vajrafund 1. $RKLB (Vertically Integrated Defense Prime)
2. $ASTS (Tower in the Sky)
3. $PL (Eyes From Above)↗
Apr 18
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
Apr 18
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +357%
2. $AEHR +315%
3. $SNDK +288%
4. $LITE +143%
5. $BE +139%
6. $WDC +116%
7. $PL +95%
8. $TWST +89%
9. $NBIS +88%
10. $COHR +87…↗
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 👀↗
Apr 16
Tradable Astronaut — Final reminder that lifetime access ends tonight at 11:59 pm EST
And won’t ever come back
Thread below on how our models flipped in real time
$SPY $QQQ $ARM $PL $HOOD $AMD htt…↗
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…↗
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
Shay Boloor — $PL shipped three more Pelican satellites to Vandenberg ahead of a SpaceX rideshare launch, expanding the constellation and boosting revisit rates.
The satellites deliver 50 cm im…↗
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 4
InvestmentGuru — SPACE ECONOMY-
The Full Stack — Where the Real Money Flows:
Space isn’t “the future” anymore. It’s an investable ecosystem right now. Here’s the stack — simplified:
LAUNCH (Acc…↗
Apr 3
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
InvestmentGuru — Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with…↗
Apr 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
Chris Ray — Investors just realized that space is awesome.
$RKLB $ASTS $VOYG $LUNR $RDW $PL $BKSY $SATL $VSAT $IRDM https://t.co/Vb1cT5ZosL↗
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↗
InvestmentGuru — THE SPACE WATCHLIST
🔵 $RKLB
→ The #1 pure-play public launch company. Only Western rival to SpaceX with proven cadence
→ $602M revenue, 38% YoY growth, $2B+ backlog, Neutron roc…↗
Apr 2
CK Capital — With Space X filing for IPO the whole space sector should get an insane re rating.
$16 billion in annual revenue. Largest IPO in the history of public markets.
You cannot buy Spa…↗
Apr 2
InvestmentGuru — TWO CATALYSTS. ONE SECTOR READY TO RUN.
Today could mark a turning point for space investing:
Artemis II sends humans back toward the Moon after 50+ years, while SpaceX reportedly…↗
Apr 2
InvestmentGuru — A SpaceX IPO will mark the space industry as a “fully-fledged pillar of the public markets,” with spillover effects across satellite services, in-orbit operations, data & analytic…↗
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
Shay Boloor — A SpaceX IPO will force the market to rethink what space infrastructure is worth.
A $1.8T+ valuation would show that launch, connectivity & orbital infrastructure are real platfor…↗
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…↗
Dillon Valdez — The space market is one I am bullish on and I still believe investors are asleep at the wheel here.
This is how I see it.
$RKLB $YSS $PL $LUNR https://t.co/acWxJRSTyK↗
Mar 29
Wayne Liang — 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…↗
Mar 29
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 28
Chris Ray — How much is your favorite space stock down from 2026 YTD highs? 🤔
-43.3% $RDW
-39.5% $VOYG
-39.4% $ASTS
-38.8% $RKLB
-29.8% $FLY
-24.9% $LUNR
-21.0% $BKSY
-14.9% $PL
-12.9% $SATS↗
Mar 28
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +182%
2. $SNDK +159%
3. $VG +157%
4. $LITE +91%
5. $DOCN +69%
6. $AEHR +61%
7. $WDC +60%
8. $PL +57%
9. $BE +53%
10. $TWST +40%
11.…↗
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 27
InvestmentGuru — $RKLB $ASTS $RDW $SATL $LUNR $PL $SIDU stocks that I am watching↗
Mar 27
InvestmentGuru — Space sector also saw profit taking today
$RKLB -9%
$ASTS -8%
$PL -8%
$RDW -3%
Only $SATL held strong, closing +3%.
No major negative news — this was macro-driven selling + rot…↗
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
InvestmentGuru — Space trade is going to be hot for next few weeks before SpaceX IPO
$RKLB $ASTS $RDW $PL $SATL $LUNR $SIDU $DXYZ $VCX↗
Mar 26
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 26
InvestmentGuru — Space trade is heating up — and this move feels different
Recent developments around SpaceX have sparked a strong rally across the sector, but this is more than just hype. We’re…↗
Mar 25
Tradable Astronaut — Bull/bear, doesn't matter right now, think bigger picture.
Price action, flow, structure, and data are all pointing the same direction. A break over 9 day MA can lead us to $670.…↗
Mar 25
Tradable Astronaut — While the macro debate raged, @AionAnalytics was quietly pointing at one sector.
SPACE. 9/9 models bullish. 100% exposure. Risk-on.
Today:
$LUNR +18%
$FLY +14%
$RKLB +12%
$AS…↗
Mar 25
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
CK Capital — SpaceX is filing for its IPO as soon as this week.
$75 billion raise. $2 trillion valuation.
Largest IPO in the history of public markets.
And every space stock I own is going a…↗
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…↗
Chris Ray — After falling sharply yesterday, space stocks are RIPPING today on SpaceX IPO rumors.
Does your portfolio have space sector exposure?
$FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY…↗
Mar 25
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 25
InvestmentGuru — $RKLB $ASTS $RDW $SATL $SIDU $PL $LUNR will see momentum on this IPO https://t.co/ULjk3sNGtp↗
Mar 25
InvestmentGuru — SpaceX IPO will bring some excitement in space sector
$RKLB
$ASTS
$RDW
$PL
$SATL↗
Dillon Valdez — These are 5 of the most important buckets to study:
1. AI infrastructure:
$NVDA $VRT $ALAB
2. Enterprise software / workflow:
$NOW $PLTR $SNOW
3. Cybersecurity:
$NET $RBRK
4. S…↗
Mar 24
Chris Ray — Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔
$FLY $R…↗
Mar 24
Lando — To anyone not following Kaizen I highly encourage you to check his work out
He’s been pounding the table on $PL since before October, and Ive talked extensively with him about it…↗
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
InvestmentGuru — $PL $RKLB $ASTS $RDW $SATL $SIDU $LUNR $FLY
Aerospace is quietly setting up
With a potential SpaceX IPO on the horizon, the entire space sector could see repricing across the b…↗
Mar 24
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 24
Dillon Valdez — SpaceTech is at the bottom of an S curve $AMZN $YSS $LUNR $RKKB $PL↗
Dillon Valdez — My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago.
Not paper trades. Not backtested theory. Real money, real positions,…↗
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…↗
Dillon Valdez — The market is down. Here's what I'm NOT doing:
❌ Panic selling $TSLA at $368
❌ Dumping $PLTR because it's red
❌ Touching $RKLB after a 6% down day
Here's what I AM doing:
✅ Hold…↗
Mar 22
Dillon Valdez — My portfolio is positioned across every major growth sector of the next decade:
Space: $RKLB $PL
AI Utility: $NBIS
Inference: $NET
AI Power: $VRT
Hardware: $NVDA $ALAB
Software: $…↗
Mar 22
KaizenInvestor — SpaceX has an estimated revenue of $15.5 billion in 2025.
The $2 trillion IPO would put the P/S at 129.
P/S of other space companies
$RKLB: 63
$PL: 27
$RDW: 5.5
$SATL: 28
$BKSY…↗
Mar 22
Chris Ray — SpaceX possibly IPO’ing above $2 trillion? 🤯
I suspect a serious re-rating for most space stocks when this IPO happens.
The significance of the space economy will be undeniable.…↗
Mar 22
KaizenInvestor — @StockSavvyShay @FuturumEquities $PL in the great category now as well.↗
Mar 22
InvestmentGuru — SpaceX IPO is now projected to close above $2 trillion dollars, this can bring momentum across space sector.
$RKLB
$ASTS
$RDW
$PL
$SATL↗
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 21
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +199%
2. $AAOI +151%
3. $VG +132%
4. $LITE +92%
5. $BE +73%
6. $DOCN +72%
7. $PL +72%
8. $AEHR +71%
9. $WDC +70%
10. $MU +48%
11. $…↗
Tradable Astronaut — The answer might be back into $SPY $QQQ $IWM
I am looking at the Space sector currently as it is top sector on @AionAnalytics right now.
9/9 bullish. 3-day 94%. 20-day 93%.
Cra…↗
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
Chris Ray — @theshofiles @spacanpanman SpaceX launches for Amazon’s Project Kuiper - a direct competitor to StarLink.
I don’t think competition is an issue as much as some might think here.…↗
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…↗
Space Investor — $PL: "2026 is the year of AI for Planet" https://t.co/fTIgdzxH6q↗
Mar 20
Chris Ray — $PL SOARS more than 30% at the open! 🤯 https://t.co/dtybbZIWa5↗
Mar 20
InvestmentGuru — If a SpaceX IPO hits the market and succeeds, the entire space sector could reprice overnight. Capital will flow into public “SpaceX proxies” and adjacent plays
$RKLB
Closest pu…↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
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.↗
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
Black Panther Capital — Huge congrats to all $PL investors.
You’ve done truly great here.
Up 20% AH. https://t.co/8lb5qVHIFZ↗
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…↗
Mar 19
InvestmentGuru — Space another sector holding nicely
$RKLB
$ASTS
$PL
$SATL↗
Mar 19
Chris Ray — Did not know $PL was the 5th biggest satellite operator in the world (including governments).
Pretty crazy. 👀↗
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…↗
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
InvestmentGuru — $RDW
$PL
$SATL
$SIDU
Good to hold before SpaceX IPO↗
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
Jason Luongo — @Kaizen_Investor I’m going to have to start diving much deeper into $PL↗
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 16
Shay Boloor — $PL and $NVDA are partnering to build a GPU-native AI engine for satellite data.
The system will turn raw imagery into real-time insights using Nvidia GPUs across cloud, ground st…↗
Mar 14
Mike Investing — The $1.75 trillion SpaceX IPO is now only 3 months away…
Leading to this event will cause space names to see euphoric upside just like $SNDK & $MU have seen.
These are the 5 spac…↗
Mar 13
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
Mar 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 12
InvestmentGuru — Aerospace Sector Could See a Major Repricing
The aerospace and space sector could see significant momentum if SpaceX moves forward with a potential IPO reportedly targeting a $1.5…↗
Mar 11
KaizenInvestor — @SJCapitalInvest I see $PL as a reference 👏🏼↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Shay Boloor — @FuturumEquities $PL will update backlog during Q4 earnings in ~3 weeks.↗
Mar 8
Shay Boloor — A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers.
When that happens, the mar…↗
Mar 7
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 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
Mar 7
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $AAOI +174%
2. $SNDK +122%
3. $AEHR +76%
4. $BE +56%
5. $LITE +52%
6. $NTLA +49%
7. $TWST +48%
8. $FIGS +45%
9. $WDC +42%
10. $CAVA +34%…↗
Mar 6
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $AMKR
Optical Networking - $AAOI, $COHR, $LITE…↗
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 6
InvestmentGuru — Space stocks could see strong momentum before a potential SpaceX IPO.
When the largest private space company finally goes public, investors often rotate into public space names f…↗
Mar 5
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
Serenity — @RealCornCannon My parents are actually better investors than I am lol. Maybe part of it is genetics?
My dad kept telling me how much he liked $PL back at $1.7. I didn’t really be…↗
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.↗
Mar 1
Black Panther Capital — The US Government threatened Anthropic with the Defense Production Act.
Blacklisted them from the supply chain.
24 hours later?
They used Anthropic’s AI to coordinate the Iran s…↗
Black Panther Capital — 🚨MARKET CORRECTION INCOMING:
$BTC is now -4% down to 64K.
The *next phase scenario* according to support levels to watch out for is:
$TE - $4.91
$PL - $18.68
$OSS - $5.42
$OPEN…↗
Feb 27
InvestmentGuru — Space is the next sector
SpaceX Weighs Confidential IPO Filing as Soon as March
SpaceX could seek a valuation in the IPO of more than $1.75 trillion, some of the people said, as…↗
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…↗
Feb 27
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 26
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
$RDW
SpaceX will make all space stocks go to the moon.↗
Feb 25
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
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 25
Jason Luongo — The White House is telling you exactly what sectors to invest in:
AI Compute - $IREN, $CIFR, $NBIS, $APLD
Chips - $NVDA, $AMD, $TSM, $INTC
Networking - $AVGO, $ANET, $MRVL
Power I…↗
Feb 23
KaizenInvestor — @LandoInvests Since investors realised what for a great company $PL is.↗
Feb 23
Black Panther Capital — 👀PRE-MARKET ACTIONS:
In 2027 these dips will be remembered as generational wealth opportunities.
Here’s your sale coming in this week:
🔴 $TE -2.17%
🔴 $OSS -0.21%
🔴 $IREN 1.6…↗
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 21
KaizenInvestor — Very interesting clip from $PL founder and CEO, Will Marshall, on datacenters in space.
Some quotes:
"I fundamentally [think] compute in space is an idea whose time has come."…↗
Feb 21
KaizenInvestor — @YodaStockInvest David Velez $NU, Will Marshall $PL, and Peter Beck $RKLB↗
Feb 21
KaizenInvestor — @AJ_BigTrader32 It will probably take 4 more years before Satellogic can match the EO coverage. Loads of important customers have already signed long-term contracts with $PL. Many…↗
Feb 21
KaizenInvestor — I got some questions regarding the competitors of $PL and how they protect margins. Here is my view, which is mainly economic.
1. SpaceX
I think SpaceX is a threat for every spac…↗
Feb 20
Black Panther Capital — Dear friends,
Before I shut-down on my screen time for today, I wanted to share this great write up on $PL from my friend @Kaizen_Investor.
Definitely worth a follow and a read.…↗
Feb 19
KaizenInvestor — @FinnStockinger Thanks, will read your piece over the weekend.
Based on my research, I understand the concern since $SATL is known for being cheap and vertically integrated, but…↗
Feb 19
Jason Luongo — @Kaizen_Investor Great write up. You’ve earned a follow. I’ll be looking deeper in $PL↗
Feb 19
Lando — @SJCapitalInvest Couldn’t agree more Kaizen is really good at what he does, he’s been banging his hand on the table for $PL for some time too↗
Feb 19
InvestmentGuru — Space bounce continues
$RKLB
$ASTS
$RDW
$SATL
$PL↗
KaizenInvestor — $PL remains my highest-conviction play in the space economy. Based on current fundamentals and their expanding contract pipeline, I see a clear path to a 300% upside from these lev…↗
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 18
InvestmentGuru — Space looks good here
$RKLB
$ASTS
$RDW
$SATL
$PL↗
Space Investor — Since Grok is supposedly the best AI at predicting the future, I asked for year-end price targets on these stocks.
For fun only, not investment advice. Let me know if you got simi…↗
Feb 17
Black Panther Capital — 👀PRE-MARKET ACTIONS:
Here we go friends! Gear up, what’s your expectations for this week?
🔴 $TE +0.33%
🔴 $PL -1.87%
🟢 $OSS +1.15%
🔴 $IREN -1.28%
🔴 $CIFR -1.04%
🔴 $NBIS -1.…↗
Feb 16
KaizenInvestor — @SJCapitalInvest I got $HOOD, $PLTR and $PL all in my portfolio. Got them all quite early (Hood: $34, PLTR: $30 and PL: $4). I’m keeping them all for now, I think they got a great…↗
Feb 16
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
Feb 16
KaizenInvestor — My core infrastructure stack:
1. The Power Bottleneck: $IREN
Chips are useless without juice. While hyperscalers fight for grid access, IREN is sitting on the power capacity they…↗
KaizenInvestor — @CaesarCapitalz $PL, space is the future. Working together with $GOOGL on one of the most interesting projects of the future: project suncatcher.↗
Feb 15
Black Panther Capital — Hard truth:
MAG7 won’t make you rich UNLESS you already are rich.
Asymmetric plays can make you rich.
→ $TE
→ $IREN
→ $CIFR
→ $NBIS
→ $SOFI
→ $EOSE
→ $UAMY
→ $ONDS
→ $ASTS
→ $RK…↗
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
KaizenInvestor — We’re still in the early innings of the AI boom. Don’t let the price swings scare you! Every drop can be a buy signal.
Here’s a breakdown of the sectors and stocks that should be…↗
Feb 13
Black Panther Capital — No matter what happens today, Monday or next 6 months:
$AMZN is still a $350 stock trading at $199
$ASTS is still a $300 stock trading at $82
$RKLB is still a $205 stock trading a…↗
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 13
Black Panther Capital — 👀PRE-MARKET ACTIONS:
It’s gonna be a long year friends.
🟢 $TE +0.40%
🔴 $PL -0.89%
🔴 $OSS +0.00%
🟠 $IBRX -0.61%
🟢 $IREN +0.70%
🔴 $CIFR -0.43%
🔴 $NBIS -1.14%
🔴 $RKLB -0.80…↗
Black Panther Capital — Day 2 of the bloodbath🩸
🔴 $TE down 2%.
🔴 $IREN down 6%.
🔴 $NBIS down 6%.
🔴 $CIFR down 1%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 3%.
🔴 $ASTS down 10%.
🔴 $PL down…↗
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…↗
Jason Luongo — Stocks to watch in 2026:
AI Infrastructure: $IREN, $CIFR, $NBIS
Defense & Drones: $ONDS, $AVAV, $RCAT
Space: $RKLB, $ASTS, $PL
Energy & Power: $EOSE, $VG, $BE, $OKLO
Solar: $TE, $…↗
Feb 11
Black Panther Capital — INSANE 🤯
It’s a absolute bloodbath today 🩸
🔴 $TE down 9%.
🔴 $IREN down 6%.
🔴 $NBIS down 5%.
🔴 $CIFR down 7%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 7%.
🔴 $ASTS d…↗
Feb 10
Chris Ray — Instead of chasing the best name in a category after arriving to the thesis late, I’d rather just dabble in some secondary names in the same space.
For example, $RKLB is the clear…↗
Feb 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…↗
Chris Ray — @ryansfinance $ONDS without a doubt.
Personally don’t love $RDW.
$RKLB is the highest quality but a little pricey rn. Would take a closer look at $PL, $LUNR or $VOYG.
NFA↗
Feb 9
Dillon Valdez — $PL $LUNR $RKLB will be other beneficiaries↗
Feb 8
Midas — SpaceX IPO is going to make space stocks go parabolic.
$RKLB $ASTS $FLY $VOYG $PL https://t.co/ewSpnKICCJ↗
Feb 6
KaizenInvestor — Been holding $PL since $4. Institutions still see plenty of upside, and so do I.↗
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 6
KaizenInvestor — Some recent corrections vs April 25'
$BTC: -46.37% vs -25.38%
$PLTR: -35.15% vs -33.72%
$HOOD: -52.33% vs -39.27%
$IREN: -41.47% vs -65.56%
$RKLB: -26.93% vs -45.06%
$CRWD: -30.91…↗
Feb 5
Space Investor — $PL
Citi reiterates Buy on Planet with a $30 price target. (04/02) https://t.co/KPotHRqguF↗
KaizenInvestor — Kaizen Portfolio update of January. The portfolio was up 11.56% with some big shifts in the distribution. I did not buy or sold anything this month. For the first time since 2 year…↗
Feb 1
Shay Boloor — HERE’S FRIDAY’S FOX BUSINESS SEGMENT
• $MU becoming the picks-and-shovels for “AI that remembers
• $SNDK catching the second-order storage wave
• $RKLB building an end-to-end spac…↗
— 2026 is already being decided.
These 4 sectors will dominate the markets:
AI Infrastructure & Compute - $IREN $CIFR $NBIS $NVDA
Edge AI & Drone Defense - $OSS $ONDS $LTRX…
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
$SATL
SpaceX will make all space stocks go to the moon.↗
Jan 28
InvestmentGuru — Best way to get benefit from this is
$RKLB
$ASTS
$RDW
$SATL
$PL↗
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…↗
Jan 27
Space Investor — $PL
FY2025 🗓️ March 19. https://t.co/In5AcbHAm0↗
Jan 27
Midas — An undervalued space ETF is $UFO.
Top 3 Holdings:
1) $PL
2) $RKLB
3) $ASTS https://t.co/XzbpVJr44y↗
Jan 27
KaizenInvestor — After a red day yesterday, the Kaizen portfolio is green again.
Biggest winners today:
$IREN: +14.57%
$NET: +8.77%
$PL: +8.50%
$RKLB: +8.14% https://t.co/h0rbb8vZAr↗
Jan 27
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
Shay Boloor — A $1.4T SpaceX IPO valuation tells the market that launch, LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commerci…↗
Jan 27
Black Panther Capital — I recently added $RR, $RDW and $SATL to my watchlist.
$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.
My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC…↗
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
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
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
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 25
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
Jan 25
Space Investor — Based on a $1.5T valuation and projected FY 2026 revenue of $22–24B, SpaceX would trade at roughly a 65x P/S multiple on IPO day.
If we play a very unscientific game and assume th…↗
Jan 24
Jason Luongo — @SpacBobby I haven’t heard of $PL or $KRMN before. Thanks for bringing those to my attention.↗
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 24
InvestmentGuru — Space is the next big sector to concentrate on.
$RKLB $ASTS $RDW $PL $SATL $SIDU
What once felt futuristic is now becoming foundational—launch services, satellite constellations…↗
Jan 23
KaizenInvestor — The Kaizen portfolio ends up 0.52% in the green after a volatile day.
The best performers today:
$IREN: +8.46%
$PL: +3.38%
$PLTR: +2.23% https://t.co/wPNyUG8prV↗
Jan 23
Space Investor — THE SPACE AVENGERS
I see these six companies as the highest-quality names in the space sector.
Redwire | $RDW
Rocket Lab | $RKLB
AST SpaceMobile | $ASTS
Voyager Technologies | $V…↗
Jan 23
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now.
So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.
My goal for this portfolio is to conv…↗
Jan 23
Tradable Astronaut — $RDW time for the real move ?👀
$ASTS l $VOYG l $RKLB l $LUNR l $PL https://t.co/Ow2Lk7rmXN↗
InvestmentGuru — Space X - IPO can bring momentum in aerospace industry
$RKLB $ASTS $RDW $PL $SATL $SIDU↗
Jan 23
IvanaSPEAR — Space is🚀this year. Here is why you should put it on your radar:
▪️Data centers in space are not sci-fi. Satellites currently use solar power and have computers on board. Benefit…↗
Jan 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
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 21
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
SpaceX will make all space stocks go to the moon.↗
Jan 20
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
Jan 20
Black Panther Capital — Quick 2026 conviction refresh:
Adding aggressively to $KRKNF (defense tailwinds building).
Holding core $IREN, $NBIS, $ASTS, $ONDS, $TE through any chop.
Watching $RKLB & $PL.…↗
Jan 19
Shay Boloor — HERE’S TODAY’S FOX BUSINESS SEGMENT
• What $TSM earnings revealed about the AI cycle: $NVDA, $ASML, $AMD
• SMID names riding TSMC’s dominance: $AMKR, $AEHR, $ALAB, $PSTG
• The spa…↗
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…↗
InvestmentGuru — Watching 6 stocks for potential long-term adds as secular growth themes play out:
$PL $ZETA $TE $ADUR $OSS $LPTH
$PL – The data layer of Earth. Satellites + AI turning global imag…↗
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
Shay Boloor — 10 NAMES TO WATCH IN THE SPACE ECONOMY
1. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche 3 Tracking Layer…↗
Space Investor — The Space Avengers this year.
$ASTS: 55%
$RDW: 48%
$PL: 45%
$RKLB: 36%
$VOYG: 32%
$LUNR: 29%↗
Jan 17
InvestmentGuru — Space is no longer science fiction — it’s becoming critical infrastructure. These are my top space-focused plays: $ASTS, $RKLB, $RDW, and $PL.
$ASTS is building the first direct-t…↗
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
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #27
Daniel & I dove into four big themes:
1. $TSM earnings reset the AI narrative.
When the company that actually builds the silicon says demand…↗
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
Shay Boloor — Going into 2026, I called out that a SpaceX IPO would put the entire $1.8T space economy under the brightest spotlight it has ever had because once the anchor of the sector goes pu…↗
Jan 17
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…↗
Jan 17
Space Investor — Space stocks are among the most mentioned names on Reddit in the last 24 hours.
#1 $ASTS
#4 $RKLB
#15 $LUNR
#33 $PL
#70 $RDW https://t.co/ebD8FNH7Qf↗
Jan 16
KaizenInvestor — The 1M performance of the Kaizen portfolio has been crazy. Certainly with 16 different holdings in it.
This last month in my portfolio;
$PL: +69.12%
$RKLB: +73.47%
$IREN: +66.72%…↗
Jan 16
Chris Ray — @RKLBMan $RKLB
$RKLB
$RKLB
$RKLB
$ASTS
$PL↗
Jan 15
KaizenInvestor — Another great day for the Kaizen portfolio. Could have been better but $AMPX & $FLNC both got rejected by support zones in the end.
My biggest winners today
$FLNC: +12.58%
$AS…↗
Jan 15
KaizenInvestor — The gift that keeps on giving. $PL is now my first ever 7-bagger 🚀🟢 https://t.co/gGS1uDf1Ok↗
InvestmentGuru — 10 strong looking stocks in this market
$LPTH
$OSS
$ADUR
$AMPX
$SOC
$SKYT
$RDW
$CLPT
$PL
$POET↗
Jan 15
InvestmentGuru — Defense and aerospace stocks to watch
- Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗
Jan 15
InvestmentGuru — The aerospace sector is showing a solid bounce today.
Names like $RKLB, $PL, $RDW, $SIDU, and $SATL all finished green, signaling renewed interest after recent pressure.↗
Jan 14
KaizenInvestor — The Kaizen green streak continues. I’m up 0.63% today. Green is green 🟢
Biggest winners today
$AMPX: +7.14%
$RKLB: +6.03%
$PL: +5.57%
Almost all the rest was slightly red 😅 htt…↗
Jan 14
Chris Ray — @RKLBMan @ashleevance Awesome write up as always man. I’ve always had $PL on my watchlist but never did more than surface level due diligence. It seems more interesting than I orig…↗
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
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 13
InvestmentGuru — $PL at $16/17 and now $25
$RDW under $7 and now $10 plus↗
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
KaizenInvestor — What a day for the Kaizen portfolio. I’m up 2.79% today and moving closer to the €110K mark.
Biggest winners from today
$PL: +11.98%
$IREN: +9.34%
$AMPX: +5.54%
$PL moved to my…↗
Jan 12
KaizenInvestor — @Samuel85999737 I was 50% down on $PL after a couple of weeks. So I know the feeling to fight for break-even 😅 the people who are able to hold the stocks will win in the end.↗
Jan 12
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
The market continues to swing wildly on sentiment, but the bottlenecks in compute power, reliable energy, global broadband access, and artificial…↗
Jan 12
KaizenInvestor — $PL now my second 6-bagger. The ceiling not in sight if you ask me. https://t.co/CdoJOivBLt↗
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 12
Shay Boloor — HOW $GOOGL IS BUILT FOR THE NEW DIGITAL ECONOMY
• AI chips designs TPUs to keep AI compute cheap & controllable as inference becomes a margin business
• Robotics invests in embodi…↗
Jan 12
Shay Boloor — GLOBAL DEFENSE CHEAT SHEET
Defense is about drones, software, communications & the industrial base that makes them scale with these companies enabling that shift:
Drones
• $ONDS…↗
Jan 11
Black Panther Capital — 👀 37 STOCKS THAT WILL 6X YOUR PORTFOLIO WEALTH NEXT 5 YEARS:
AI and Software:
$PATH
$ZETA
$PLTR
$IONQ
$RBLX
Fintech:
$SOFI
$PYPL
$LMND
$OPEN
$HOOD
Semiconductors:
$MU
$TSM
$PO…↗
Jan 11
InvestmentGuru — Aerospace Stocks to Watch in 2026
$RKLB – Leading rocket launches, big commercial potential
$ASTS – Advanced satellite tech & space communications
$RDW – Defense & aerospace comp…↗
Jan 10
KaizenInvestor — Earning season kicks off next week, and I'm gearing up to drop my usual visuals like this $PL Q3 example with KPIs, charts, EPS trends, revenues, and key takeaways.
I've been doin…↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
KaizenInvestor — @SpaceInvestor_D $PL, maybe not “cheap” any more but still flying under the radar with massive upside potential↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
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
Shay Boloor — What $10,000 became in two years:
• $QBTS $353,970
• $RGTI $220,090
• $ASTS $206,280
• $RKLB $159,590
• $EOSE $157,050
• $PLTR $108,750
• $PL $105,040
• $OKLO $101,960
• $CVNA $9…↗
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
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 8
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
Jan 8
KaizenInvestor — $PL has surged with almost 500% in 2025. I'll explain why it has performed so well and which key milestones Planet reached in 2025.
1. Data Breakthroughs: Planet significantly upg…↗
Jan 8
Black Panther Capital — 2026-2030 money flow prediction:
Capital hits AI hardest first → fuels robotics breakthroughs → unlocks space scale.
AI leaders: $NVDA $MSFT $GOOGL $AMZN $META
Robotics surge:…↗
Jan 8
Black Panther Capital — 👀SPACE SECTOR + IPOs FOR 2026:
SpaceX IPO rumors at $1T valuation:
Key beneficiaries:
- $ASTS
- $RKLB
- $LUNR
- $PL
Global space economy to $1.8T by 2035 per projections.
Asy…↗
Jan 8
InvestmentGuru — $RKLB $ASTS $ONDS $RDW $PL
The aerospace sector is showing strength overall, but any meaningful pullback should be viewed as a prime buying opportunity for long-term investors. W…↗
Jan 8
Black Panther Capital — Just sitting here and wondering what I can sell to load up $PL and $PATH.
Options so far:
- my dignity (has AI potential)
- Collection of half-finished online courses
- my ex’s…↗
Jan 8
Shay Boloor — 2026 is the year space stops being treated as a speculative story & starts being recognized as real infrastructure for the next era of human capability.
• $RKLB building an end-to…↗
Jan 7
KaizenInvestor — The Kaizen Portfolio ends green again 🟢
Biggest winners today:
$CRWD: +4.49%
$PL: +3.53%
$TMDX: +3.37% https://t.co/bsb8N3eyCK↗
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
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 7
InvestmentGuru — Stocks to watch in this space.
$RKLB
$ASTS
$RDW
$PL
$KTOS
$SIDU
$ONDS↗
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.…↗
KaizenInvestor — To celebrate a new $PL high, I've updated my company visual. I haven't changed my price targets yet as I want to show that even when targets seem unrealistic, they can be achieved.…↗
Jan 6
Black Panther Capital — 30 STOCKS THAT CAN 2X IN 2026 ACCORDING TO GROK:
Technology:
$NVDA
$ONDS
$MU
$ADBE
$AMD
$UBER
$DELL
$MSF
$PLTR
Communication Services:
$NFLX
$NBIS
$TTD
$RDDT
Consumer Cyclical:…↗
Jan 6
Black Panther Capital — @shabamlo Good choice. I’ll see. I’m beginning to accumulate $KRKNF now. Then afterwards probably $PL / $PATH↗
Jan 6
Black Panther Capital — @shabamlo Great list. $PL and $PATH is still on my watchlist for 26.↗
Jan 5
InvestmentGuru — This 5 early stage play in aerospace space is starting to show strength.
$SIDU — Space & satellite infrastructure
$RDW — Space systems and mission-critical components
$PL — Earth…↗
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
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
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
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
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…↗
Jan 2
Black Panther Capital — My 2026 Watchlist 🔥
- $ASTS
- $PATH
- $HIMS
- $TSLA
- $PL
Which will outperform?↗
InvestmentGuru — Orbital Compute is redefining the frontier of space tech. From next-gen satellites to advanced orbital solutions, this company is building the infrastructure of the future. For inv…↗
Jan 1
InvestmentGuru — Top Performing Stocks of 2025
$PL — Space +388.6%
$BMNR — Blockchain +345%
$IREN — Data Centers +290%
$ONDS — Drones +251%
$MU — Memory +247.7%
$SYM — Robotics +154%
$PLTR — Ar…↗
InvestmentGuru — Aerospace remains one of my favorite sectors heading into 2026.
From defense modernization to space becoming a real, investable asset class, long-term demand is strong and secular…↗
InvestmentGuru — Aerospace is one sector that continues to look more promising in this market.
$RKLB
$ASTS
$RDW
$PL
$SIDU
$ASTI
While many areas are seeing rotation and pressure, aerospace names…↗
InvestmentGuru — $RKLB $ASTS $PL $RDW $SIDU
Aerospace continues to stand out as one of the few sectors seeing active buyers, with selling pressure noticeably easing. While most of the market rema…↗
Dec 29
KaizenInvestor — Days like this make me realise how undervalued $PL still is 🚀 https://t.co/tMA4oBc7Tq↗
Dec 29
InvestmentGuru — Aerospace one of the green sector today
$RKLB
$ASTS
$PL
$RDW
$SIDU↗
Dec 29
InvestmentGuru — Aerospace is one I think will do better in 2026.
$RKLB
$ASTS
$PL
$RDW↗
Dec 28
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 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
Dec 27
mon — No one was talking about $PL a year ago.
The stock is up 387.66% YTD.
The best performer of 2026 is likely to be the one that no one is talking about today. https://t.co/J4ZW2prl…↗
Dec 27
KaizenInvestor — @StockSavvyShay @FuturumEquities $PL still one of the most underrated picks on X↗
Dec 27
Shay Boloor — HERE ARE THE TOP 15 GROWTH PERFORMERS OF 2025
1. $PL +379%
2. $IREN +310%
3. $OPEN +276%
4. $OKLO +262%
5. $MP +242%
6. $ASTS +241%
7. $MU +238%
8. $ONDS +231%
9. $CIFR +227%
10.…↗
Dec 27
KaizenInvestor — Good Morning all, did not even realise that market’s where open yesterday.
Looks like traders took profits on some of the high rising stocks before the year-end.
Biggest losers…↗
Dec 26
InvestmentGuru — precious metals are unstoppable
$SLV
$GLD
$PL
$PA↗
Dec 26
Black Panther Capital — As the end of 2025 is getting closer, I’ve seen a lot of great watchlist for 2026 lately.
@moninvestor just released his recently.
Instead of making a list. I want to highlight a…↗
Dec 26
Shay Boloor — Morgan Stanley is emerging as the favorite to lead the SpaceX IPO which is shaping up to be the most important listing of the decade.
If SpaceX debuts at premium multiples (65x 20…↗
Dec 25
mon — List of stocks to add to your watchlist, heading into 2026.
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $CIFR, $NBIS, $SLNH
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $N…↗
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
Dec 23
KaizenInvestor — @moninvestor +400% will be difficult to repeat for $PL but there cooperation with $GOOGL can still take them to a higher level I believe. They have everything to be in the center o…↗
Dec 23
KaizenInvestor — I have 4 multibaggers in portfolio atm:
$PLTR: x6.3
$PL: x5.2
$RKLB: x3.8
$HOOD: x3.5
Which ones do you have?↗
Dec 23
InvestmentGuru — $RKLB $ASTS $RDW $PL best in aerospace sector, keep riding↗
Dec 22
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
Dec 22
KaizenInvestor — Despite the weakening dollar the Kaizen portfolio moves to a new ATH 🟢
My best performers are the same as last Friday:
$RKLB: +9.97%
$PL: +7.40% (my second 5-bagger)
$IREN: +5.31…↗
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…↗
KaizenInvestor — @SpaceInvestor_D $PL will be covered by more and more big accounts 👌🏼↗
Dec 22
KaizenInvestor — 4/5 Data centers in space will become a real possibility. Although it sounds very futuristic, data centers in space will benefit a lot from this energy revolution. They won’t need…↗
Dec 22
InvestmentGuru — $RKLB $ASTS $RDW $PL $SIDU
Aerospace is emerging as one of the strongest sectors right now, and this move may only be the opening chapter of a much larger cycle. Momentum, capita…↗
Dec 22
KaizenInvestor — $PL above $20 in pre-market. This would make it a 5-bagger for me 🟢 https://t.co/RItgIWW9Fe↗
Black Panther Capital — 24 GROWTH STOCKS TO WATCH IN 2026:
Datacenter:
$IREN
$NBIS
$CIFR
$WULF
$HUT
$BITF
Robotics:
$ONDS
$SERV
$KRKNF
Energy:
$TE
$EOSE
$FLNC
$UUUU
Space:
$RKLB
$PL
$ASTS
$LUNR
Other…↗
Dec 21
Black Panther Capital — 1/ Everyone’s asking: “What should I buy for 2026 gains?”
Here’s 4 unstoppable megatrends trends for 2026 to lock in the AI explosion:
NFA. DYOR.
Thread 🧵
TLDR:
$IREN, $NBIS,…↗
Dec 20
KaizenInvestor — So $GOOGL should be up 12.400% on their SpaceX investment.
If Stripe goes public, they will be up around 895%
They are up 2.488% on their $ASTS shares
Their shares of $PL are u…↗
KaizenInvestor — @StockSavvyShay @FuturumEquities What a year for $PL, still one of my favourite companies for 2026 thanks to the project suncatcher cooperation with $GOOGL↗
mon — List of stocks to add to your 2026 watchlist. 👀
Space: $ASTS, $RKLB, $PL
Data Center: $IREN, $DGXX, $NUAI, $CIFR
Solar: $ENPH, $TE, $ASTI
Rare Earth: $UAMY, $UUUU, $NAK, $USAR
AI…↗
Dec 20
KaizenInvestor — Just arrived in South Africa on these numbers, we reclaim 100K 🤩
What a day it was yesterday, Santa arrived at last 🧑🎄
My biggest winners yesterday:
$RKLB: +17.69%
$IREN: +11…↗
KaizenInvestor — With Project Suncatcher, $GOOGL plans to deploy its TPUs directly into space. To execute this vision, they have selected $PL as their strategic partner. I conducted a deep dive int…↗
Dec 19
Chris Ray — The space sector is CRUSHING today. 🚀
This follows the signing of an executive order that ensures American space superiority, the awarding of T3TRK for Rocket Lab, and launch upd…↗
InvestmentGuru — U.S. Space Sector Ignites on Policy Shift & Industry Catalysts
U.S. space stocks rallied sharply as a meaningful shift in U.S. space policy and renewed industry momentum sparked a…↗
Dec 19
KaizenInvestor — Space economy is rocketing today 🚀
$PL: +10.27%
$RKLB: +13.94%
$ASTS: +9.62% https://t.co/JGPF7L0pcl↗
Shay Boloor — $GOOGL quietly has one of the strongest venture portfolios in public markets:
• Owns ~80% of Waymo
• Owns ~14% of Anthropic
• Owns ~10% of $PL
• Owns ~7% of SpaceX
• Owns ~3% of $…↗
Dec 19
InvestmentGuru — The aerospace sector is shaping up to be one of the strongest themes to watch into 2026. This space is just getting started, with a wave of development, contracts, and commercializ…↗
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…↗
Dec 18
KaizenInvestor — We reclaimed most of yesterday’s loss. The Kaizen portfolio was up 3.42% today 🟢
Biggest winners
$RKLB: +11.05%
$PL: +6.19%
$IREN: +5.98%
$PLTR: +4.74%
$AMPX: +4.21% https://t.co…↗
Dec 17
KaizenInvestor — This could have been one of the worst days for the Kaizen portfolio 🩸
Worst performers of the portfolio today
$AMPX: -14.6%
$FLNC: -12.86%
$PL: -7.89%
No green to be spotted in…↗
Dec 17
MicroCapClub — 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…↗
Dec 17
InvestmentGuru — Quantum, aerospace and NeoCloud sectors to watch from here.
$IONQ $IREN $RKLB $CIFR $RGTI $ASTS $NBIS $PL $ARQQ $BITF↗
Dec 16
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…↗
mon — Every week, I try to buy a new stock for my short-term portfolio. I’ve had some strong wins, and I’ve also had some losses, which comes with trading highly volatile stocks.
To giv…↗
Dec 15
InvestmentGuru — Aerospace one sector is looks strong
$RKLB
$ASTS
$PL
$RDW↗
Dec 15
KaizenInvestor — On Earth, solar energy is intermittent. In space, it is constant.
$GOOGL estimates space-based solar is 8x more productive, which is why they launched Project Suncatcher.
This in…↗
Dec 15
InvestmentGuru — Strongest stocks on my watchlist
$PL
$RKLB
$RIVN
$TSLA
$LLY
$NFLX↗
Dec 14
Space Investor — $PL
Under Secretary of War, Emil Michael, is excited about Planet Labs.
https://t.co/IGVmd8CLap↗
Dec 14
KaizenInvestor — My top 10 growth stocks below $10B market cap going into 2026
1. $PL - Intelligent satellite imaging
2. $IREN - renewable AI infrastructure
3. $HIMS - personalized telehealth pla…↗
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…↗
Dec 12
Ben Pouladian — Reposting because it matters more now.
When AI runs in orbit, sensing, thinking, and acting collapse into one loop.
That’s the unlock behind Planet Labs.
Not imagery.
An always-u…↗
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…↗