$PL — FinTwit mentions on Surfaced

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707

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32

voices

$PL

Planet Labs PBC

$PL

Planet Labs PBC

Past 12mo:707mentions32voices

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About this stock

$PL has generated 701 mentions from 32 distinct FinTwit voices over the past 12 months, with the first mention appearing on 2025-07-10 and the most recent on 2026-07-07. The five most active voices discussing Planet Labs are @kaizen_investor with 178 mentions, @investmentguru_ with 130 mentions, @stocksavvyshay with 80 mentions, @spaceinvestor_d with 78 mentions, and @blackpanthercap with 64 mentions. Long research content represents the most-active voice category for this ticker.

AI-generated from tracked posts · updated Jul 9, 2026

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Recent mentions

latest 100 of 712

@blackpanthercapJul 11, 2026 · 5:16 PM

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 anywhere. The system was never built to ask if you’re fulfilled. It only asks if you showed up. Badge in. Badge out. Repeat for thirty years and call it a career. But in truth to be told, the cubicle is where we all disappear. This isn’t a career. It’s a life sentence in a system that demands everything and offers absolutely zero meaning in return. That is why I’m on X. I’m not here to scroll. I’m here to build the exit plan. To escape this fk box. The only thing keeping me sane is my family, kids and the game. While they want me to focus on KPIs and quarterly reviews, I’m obsessed with the only scoreboard that matters: > Peak Return (since 2024): 207% Then the drawdown came in June, because it always does. Right now: +138% since September 2024. I’m not hiding the pullback. Most accounts show you the peak and delete the rest. I show you both because the drawdown is the price of admission, not a mistake to bury. I’m not obsessed with money. I’m obsessed with winning this game on my own terms. The cubicle doesn’t have a game. It has a schedule. Thirty years of a schedule, or one life spent playing a game I actually chose. I already know which one I’m picking. It’s not just about the capital. It’s about the proof that there is a way out. I can’t bear the thought of existing in this system for another year. Every minute I spend behind this desk feels like a minute stolen from the life I’m actually trying to build. I’m not playing to participate. I’m playing to win, and I’m playing to burn this cubicle wall to the ground. If you’re here to escape the cage the let’s lock in together in. The system is broken, but the game is wide open. It’s time to move. Feel free follow, connect and reach out as +47.000 other investors. -BP Not financial advice. $IREN $NBIS $CIFR $RKLB $ASTS $PL $ONDS $PNG.V $OUST $AAOI

@spaceinvestor_dJul 11, 2026 · 5:13 PM

The post SpaceX IPO selloff has hit space stocks hard. Here's how the sector is performing year to date: $IRDM 182% $SATL 132% $AMPG 104% $VSAT 95% $SPIR 88% $PL 28% $BKSY 20% $RDW 13% $VOYG 12% $MDA 10% $RKLB 7% $MNTS 5% $FLY 1% $LUNR -10% $SPCX -10% $ASTS -12% $VELO -20% $SPCE -22% $HAWK -41% $YSS -42% $SIDU -50% It certainly looks like there are some compelling opportunities starting to emerge for long term investors.

@mrmikeinvestingJul 10, 2026 · 12:57 PM

@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 & so on. Numerous massive callouts, & all these are still in profit despite a recent selloff amongst these sectors above.

@stocksavvyshayJul 10, 2026 · 12:33 PM

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, $FLY, $LUNR, $BKSY https://t.co/wULsmeYQlC

@blackpanthercapJul 9, 2026 · 6:25 PM

@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 → 24.7B USD $PNG.V: 2B CAD today → 5.5B CAD $NBIS: 52B USD today → 142.6B USD $OUST: 3B USD today → 8.2B USD $IREN: 10B USD today → 27.4B USD $CIFR: 8.4B USD today → 23B USD $RKLB: 49B USD today → 134.4B USD 2030: $ASTS: 29B USD today → 198.8B USD $PL: 10B USD today → 68.6B USD $ONDS: 4B USD today → 27.4B USD $AAOI: 9B USD today → 61.7B USD $PNG.V: 2B CAD today → 13.7B CAD $NBIS: 52B USD today → 356.5B USD $OUST: 3B USD today → 20.6B USD $IREN: 10B USD today → 68.6B USD $CIFR: 8.4B USD today → 57.6B USD $RKLB: 49B USD today → 336B USD

@blackpanthercapJul 9, 2026 · 6:14 PM

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.V: 6.33 CAD → 17.36 CAD  $NBIS 218.64 USD → 599.65 USD $OUST: 47.59 USD → 130.52 USD $IREN: 42.68 USD → 117.05 USD $CIFR 23.59 USD → 64.70 USD $RKLB 83.64 USD → 229.39 USD $PL 27.51 USD → 75.45 USD 2030: $ASTS 73.27 USD → 502.38 USD $ONDS: 7.72 USD → 52.93 USD $AAOI 124.57 USD → 854.12 USD $PNG.V: 6.33 CAD → 43.40 CAD $NBIS 218.64 USD → 1499.11 USD $OUST: 47.59 USD → 326.30 USD $IREN: 42.68 USD → 292.64 USD $CIFR 23.59 USD → 161.75 USD $RKLB 83.64 USD → 573.48 USD $PL 27.51 USD → 188.62 USD Some will say it’s realistic. Some will say targets are waaaaaay too low. In my opinion the targets seem fairly realistic in terms of time vs value x demand, growth, and business/AI progression. And yes, of course it would require that the thesis and demand for AI continue to play out. But for now that is what data suggest in terms of capacity and demand. Please note, these are my OWN targets. This is not financial advice. -BP

@kaizen_investorJul 9, 2026 · 7:19 AM

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 to catch up with the rest of the world. $IREN also just acquired Nostrum, a Spanish datacenter company. They spoke about Spain to be the new Norway. Excess of green energy, land and people. In space, $PL built a factory in Germany and announced a partnership with Isar Aerospace, a German launcher. I think it is clear that Europe is subsiding a lot of projects to catch up. A lot of money is to be made here. European suppliers should benefit from this.

@kaizen_investorJul 7, 2026 · 3:50 PM

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 $34.3. Nothing too spectacular yet. Other targets remain the same: $PL: $20 $RKLB: $60 $OUST: $20 $MRVL: $120 $FLNC: $12 $PLTR: $90 $AMPX: $8 SK Hynix: €850 $WOLF: $24 $IREN: $33 $ASM.AS: €650 $GOOGL: $230 $FTC.L: £2 $HIMS: $20

@spaceinvestor_dJul 7, 2026 · 12:04 PM

$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. The spacecraft was launched to orbit aboard the Transporter-17 rideshare mission with SpaceX from Vandenberg Space Force Base in California. Planet has successfully made initial contact with the satellite and has begun the commissioning process.

@spaceinvestor_dJul 6, 2026 · 1:03 PM

$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 Schmidt to our European Advisory Board during a period of significant operational momentum for Planet in Europe," said Will Marshall, Co-Founder and CEO of Planet. "Wolfgang’s direct help facilitating our partnership with Ukraine supported by Germany, his experience leading the Germany Chancellery, and his deep expertise in European policymaking and international affairs will be invaluable particularly as we expand our manufacturing in Germany, underscoring our deep commitment to Germany and Europe."

@blackpanthercapJul 6, 2026 · 8:08 AM

@DesingerGem Sized up in space $PL and $ASTS price was to good when sector dipped.

@blackpanthercapJul 5, 2026 · 7:31 PM

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. $IREN at $60 and is hesitating at $38. $CIFR at $24 and is hesitating at $19. $PL at $50 and is hesitating at $31. 6 months from now some will wish they bought. You can’t make this up. Psychology will repeats itself. -BP Not financial advice.

@blackpanthercapJul 4, 2026 · 5:11 PM

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% > Short-Term Port: +167.07% June was a grind. The AI sector took a real hit this month and that was felt across both accounts. Still, stepping back and looking at the YTD numbers, there's nothing to complain about. Both accounts are running well ahead of anything reasonable to expect from an index despite recent dips. This is what conviction-based investing actually looks like. Not every month is up 40%. LONG-TERM PORTFOLIO — POSITION REFLECTIONS $OUST — 20.2% Quietly moved up to my largest allocation. I haven't added. This just reflects where price has taken it. The autonomous systems buildout is a long game and $OUST is well positioned in it. Still comfortable with the sizing. $NBIS — 19.2% Still one of my largest position and I have no interest in changing that. The dip in June has been noise relative to the fundamental story here. $399M in Q1 revenue, up 684% year-over-year. That number doesn't care about sentiment. $RKLB — 14.1% May was incredible for $RKLB and some of that has given back in June as the broader space sector cooled off after the SpaceX IPO buzz. Doesn't concern me at all. The contract pipeline is stronger than ever and $RKLB continues to prove it deserves its seat at the table. Space is a multi-year story. $IREN — 13.1% $IREN has been frustrating this month. Sentiment has turned against it in the short term and that's created some real pressure on the stock. But I couldn't help myself, I added more during this dip. The TA looks exceptional at these levels and the fundamental story on power + AI infrastructure is unchanged. Sometimes the best trades are the uncomfortable ones. This feels very uncomfortable right now. $CIFR — 10.1% Holding. The transition thesis toward AI compute infrastructure takes time to play out. June hasn't changed my mind on this one. $ONDS — 9.1% I'm down roughly 15% and $ONDS is underperforming as of now. That's the honest truth. But the execution is still there. Q1 revenue surged tenfold year-over-year to $50.1M and full-year guidance was raised to at least $390M. Sometimes price and fundamentals disconnect for a while. I've been here before. Not adding right now, but not going anywhere either. $KRKNF — 7.1% Also underperforming in the near term, I'm down -20%. Defense names have been mixed in June. The thesis on subsea battery and sonar dominance is still intact. This is a multi-year buildout story, not a monthly one. Holding and adding. $AAOI — 7.1% Honest take — if $ONDS and $KRKNF weren't down 15-20% right now, I'd be re-allocating more toward $AAOI going forward. The optical interconnect demand for AI data centers is real and I think this position deserves to grow. Something I hope to revisit when I have more flexibility. SHORT-TERM PORTFOLIO — POSITION REFLECTIONS Two positions, both in space. $ASTS — 55% $ASTS came back into the short-term account and it's been the right call. The Blue Origin explosion in late May rattled the sector briefly but $ASTS bounced hard. The company has $3.5B in cash, $1.2B+ in contracted revenue, and is targeting 45 BlueBird satellites in orbit by end of 2026. Still in this with high conviction. $PL — 44% Planet Labs is the newest addition. Initiated during the SpaceX/space sector dip in and it's already working. Last quarter was strong and I think the guidance was conservative. I expect this one to move slowly back towards ATH. $SPCX — 1% Tiny starter position in the SpaceX IPO vehicle. More of a placeholder than a conviction bet right now. MACRO THOUGHTS — HEADING INTO JULY June has been the worst month for me this year. Technology and communications lagged from near-term profit taking, while industrials, financials, and healthcare outperformed. That kind of rotation is healthy it doesn't signal the end of the AI trade, it signals a reset. Now heading into July, the seasonal backdrop is as good as it gets. July has been positive 80% of the time over the last 20 years, with an average gain of 2.67%. Over the last 10 years, it's been positive 100% of the time. The first half of July stands out as one of the strongest seasonal periods of the year, since 1928, the S&P 500 has advanced 69% of the time during the first half of July, generating an average return of 1.5% and an average rally of 3.2% when positive. But the real catalyst in July is earnings. $GOOG reports July 22nd, with $MSFT, $META, and $AAPL all dropping results in the final week of July. $AMZN follows shortly after. FactSet is currently forecasting 22% earnings growth for the S&P 500 in Q2 which would mark the second straight quarter of earnings growth above 20%. If the hyperscalers confirm that AI capex is translating into real revenue, expect the growth names to come roaring back. The AI sector dip in June was an expectations reset, not a thesis break. The structural demand drivers for AI infrastructure remain intact, with hyperscalers continuing to pour hundreds of billions into data centers. My positions haven't changed. My conviction hasn't changed. July sets up well statistically. I'll sit tight, and let earnings do the talking. Final note. Looking at the macro picture as of now, I expect the first signs of disinflation to show in September. But lets see. -BP As always, this is not financial advice. Do your own research. Always.

@stocksavvyshayJul 4, 2026 · 2:15 PM

UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $79 • $PL $26 • $RDW $8 Quantum • $IONQ $44 • $RGTI $16 • $QBTS $20 • $INFQ $10 Drones • $ONDS $7 • $AVAV $174 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $132 Photonics • $AAOI $103 • $LITE $636 • $COHR $311 • $AEHR $59 CPU • $AMD $515 • $INTC $120 • $ARM $304 • $AMKR $64 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $31 • $NBIS $213 • $CIFR $17 • $CRWV $67 AI Power • $EOSE $4 • $BE $265 • $NVTS $13 • $VRT $282 AI Connectivity • $AVGO $334 • $ALAB $341 • $CRDO $210 • $MRVL $225 AI Hardware • $NVDA $192 • $TSM $419 • $ASML $1,732 • $MU $869 AI Applications • $PLTR $121 • $NOW $104 • $CRWD $171 • $SNOW $181

@spaceinvestor_dJul 3, 2026 · 6:30 PM

$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 US government. BBC Verify analysed satellite imagery from two key locations - Esfahan and Bushehr - captured since restrictions began on 9 March. The images show a variety of targets hit from ammunition storage areas to ballistic missile infrastructure, nuclear and surface-to-air missile sites, and naval bases, according to military intelligence company Janes. Verified videos have previously shown these locations were subject to US-Israeli strikes but these newly available images provide an insight into the specific targets of the attacks and the extent of the damage. https://t.co/AyYYabtABc

@kaizen_investorJul 2, 2026 · 7:55 PM

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 with headquarters in Munich. The next-gen Pelican satellites are manufactured in Munich. This launch is probably heavily subsidised by the German Government as the this will be the flrst German launch with a German made satellite. Europe is heavily investing in space and $PL is benefiting heavily from this. Will recently mentioned the major opportunities in Europe. I still expect Planet to use SpaceX for the majority of their launches.

@spaceinvestor_dJul 2, 2026 · 1:07 PM

$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 next-generation high-resolution Pelican satellites, with additional satellites planned for future launches. The Pelican is scheduled to fly on Isar Aerospace's Spectrum launch vehicle, currently scheduled as early as late 2026 from Isar Aerospace’s dedicated launch complex at Andøya Space. The Pelican will be assembled in Planet’s upcoming Berlin manufacturing facility. With both satellite and rocket being built in Germany, this launch will be a national first for the country, demonstrating rapid advancements in the nation’s sovereign space capabilities.

@kaizen_investorJul 1, 2026 · 12:50 PM

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 of some stocks. 1. $PL (12.9% allocation) - MTD -29%: Planet had a difficult month in terms of performance. The stock still trades 35% below the highs of a month ago. SpaceX and the ATM were the two main catalysts for this performance. The earnings were great though, I still believe Planet is the best space stock available. 2. $OUST (12.1% alloc.) - MTD +39%: The market gave Ouster a lot of love lately. 3 months ago we were able to buy the stock at $19, it now trades above $60. I still think the next earnings might be crucial though, I expect Ouster to grow a little bit slower than the market now is expecting. Will keep a close eye on this one and might start to trim if it keeps pumping. 3. $RKLB (9% alloc.) - MTD -19%: Another space company with a difficult month. SpaceX the main catalyst here. They reported great earnings as well and are still up 55% in 3months. Very well run and might be one of the safest space companies around. 4. $MRVL (9% alloc.) - MTD +40%: Everyone is chasing the next big small cap in photonics but if you don't have Marvell in your portfolio, what are you doing? Jensen expects Marvell to be the next 1 trillion dollar company, although this might be a bit excessive it is defenitely the one photonics company you should hold. Bought the stock 3.5 months ago, over 3x return already. 5. SK Hynix (8.5% alloc.) - MTD +7%: Another one I bought 3 months ago and got some love by the market. I believe memory is here to stay and SK Hynix is the ideal play for me. The US listing should bring some extra love to the company. 6. $ASM.AS (7% alloc.) - MTD +18%: The stock I hold the longest in my porftolio. It's a very cyclical stock, I think it might have another run in them but might look to trim if it reacher +-€1.200. The better play if you compare it with $ASML, which I sold couple of months ago. 7. $PLTR (6.4% alloc.) - MTD -25%: Used to be my biggest allocation by far. Market does not rate it as you should rate Palantir imo. It's getting cheap now, I'm waiting until the $90 region ot add to my position. 8. $FLNC (6.1% alloc.) - MTD -19%: One of my most volatile stocks. But very undervalued imo. They announced two deals with HyperScalers and a deal with $NVDA. By far the best battery company on technical level. The fact that the owners wants to get out causes some fraction, but I think it's a very good long-term hold. 9. $HIMS (5.5% alloc.) - MTD +30%: I bought a bit extra at $18 but I'm still in the red here. Bought the dip a bit too early but I still very much believe in the company. It is my only non-ai play at the moment. They had a great month and I expect some other great months ahead for the company. 10. $GOOGL (5.2% alloc.) - MTD -5%: Google can do everything. From LLM's to TPU's to Space to Selfdriving cars. I like the company a lot and it is my go to safe stock in my portfolio. 11. $IREN (4.8% alloc.) - MTD -26%: Iren is my datacenter pick. If you compare it with the other datacenter stocks, this was not my best choice. I still believe in the potential of the company but I doubt some managerial choices to be honest. I keep them for now as I think the market can make it rocket all of a sudden. 12. $WOLF (4.8% alloc.) - MTD -12%: Wolfspeed is my go to SiC pick. Very much undervalued if you compare it to competitors. The recent bankruptcy is still very much in their valuation. They have a lot of economical tailwinds and have a technical moat to see off Chinese competition. 13. $AMPX (4.7% alloc.) - MTD -36%: I wasn't too convinced with their latest earnigns call and it looks like the market wasn't either. They clearly got the best battery technology. It just looks like drone manufacturers are not willing to pay the premium for these batteries. 14. Filtronic (4% alloc.) - MTD -28%: I wanted to add aggressively to the stock at £2. Stock dropped to £2.1 and jumped back to £2.9 at the moment. I very much believe in the company but a settback can put the stock in disscount again. I will be patiently waiting for that moment. If you have any questions regarding the portfolio, please feel free to ask.

@stocksavvyshayJun 29, 2026 · 8:52 PM

SPACE STOCKS HAD A MASSIVE DAY • $ASTS +21% • $RKLB +17% • $PL +17% • $BKSY +15% • $FLY +14% • $LUNR +7% • $RDW +7% • $SPCX +7%

@investmentguru_Jun 29, 2026 · 7:27 PM

Space what a day $RKLB $ASTS $PL $SPCX https://t.co/HeuYyQM3ky

@blackpanthercapJun 29, 2026 · 6:44 PM

$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 revenue, $495 million of EBITDA last year, already profitable > 2.55 million subscribers already under contract across government, defense, aviation, and maritime > Globally licensed L-band spectrum that regulators do not hand out twice > $3.6 billion bridge loan from Deutsche Bank and Wells Fargo to fund the cash side Three things kill a satellite business before it ever generates a dollar. Spectrum you have to fight years of regulatory process to win. The gap between launching infrastructure and that infrastructure actually earning revenue. A subscriber base you have to build customer by customer from zero. Rocket Lab just skipped all three in one signature. Peter Beck called it a 'shortcut'. I would call it cheating, except it is legal and the board approved it unanimously. This is the move you make when the stock is down 44% off its highs, not up. Buy the asset that erases your structural weaknesses while everyone else is looking away. The market actually looked this time, hence the pop. To be fair, the pop is not the close. Iridium shareholders still vote, regulators still review, and mid-2027 is far enough out that financing conditions can shift under the deal before it ever signs. But that is not what today is pricing. Today is pricing a 14% move in $RKLB, a 19% lift in $ASTS and 13% in $PL on the read-through, and a market finally connecting what this company is becoming. Launch. Manufacturing. Now a satcom business with real cash flow attached to it. Yesterday one company could say that. Today there are two. -BP Not financial advice.

@investmentguru_Jun 29, 2026 · 10:30 AM

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/zhzuQbfCKX

@spaceinvestor_dJun 27, 2026 · 1:55 PM

Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares. A lot of what we've seen is flow and positioning, not business fundamentals. Stocks going down while the business keeps getting stronger means opportunity to me. Here is where the Space sector is year to date: $IRDM 145% $SATL 135% $SPIR 109% $VSAT 65% $PL 33% $MNTS 23% $RDW 21% $BKSY 19% $MDA 16% $RKLB 11% $LUNR 11% $FLY 7% $VOYG 5% $SPCX -5% $SPCE -10% $ASTS -14% $YSS -22% $HAWK -38% $SIDU -40% During a rough patch, it’s easy to feel discouraged but stepping back, looking at the big picture, and taking a deep breath is often the best decision.

@kaizen_investorJun 27, 2026 · 12:17 PM

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 zone, some are close. $PL: $20 $RKLB: $60 $OUST: $20 $MRVL: $120 $FLNC: $12 $PLTR: $90 $AMPX: $8 SK Hynix: €850 $WOLF: $36 $IREN: $33 $ASM.AS: €650 $GOOGL: $230 $TFC.L: £2 $HIMS: $20 I’ll try to be as patient as possible.

@blackpanthercapJun 26, 2026 · 2:07 PM

Here comes the rotation. 🟢 $ASTS +7% 🟢 $RKLB +5% 🟢 $PL +4% I’m ready for it. -BP Not financial advice. https://t.co/W1WaU13lnU

@itschrisrayJun 25, 2026 · 3:57 PM

Crazy damage for space stocks this past month, with $ASTS actually down 11% YTD. $RKLB $ASTS $LUNR $PL $RDW https://t.co/rldDlidd1Y

@stocksavvyshayJun 25, 2026 · 3:38 PM

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 major pullback across the whole bucket in the past month: • $RKLB -46% • $PL -50% • $ASTS -52% • $BKSY -53% • $RDW -59% • $FLY -59% • $LUNR -60% I think this is just the space trade moving from excitement-driven multiple expansion into a more selective phase. The hype trade is cooling off but the long-term theme is still intact and next leg will be led by the companies that can prove real execution beyond the SpaceX halo.

@kaizen_investorJun 25, 2026 · 10:30 AM

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% $ASTS: 49% $SATL: 53% $RDW: 56% $FLY: 57% $BKSY: 51% Looks like the market did not punish the ATM as hard as we thought.

@kaizen_investorJun 22, 2026 · 9:45 PM

@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 😑

@kaizen_investorJun 22, 2026 · 8:31 PM

$PL with a fantastic day in comparison to the other space stocks. They have shown great strength. https://t.co/f7kY1EKRiG

@landoinvestsJun 22, 2026 · 12:00 PM

Recent portfolio changes: Taxable Additions: 🔹 $PL 🔹 $ASTS 🔹 $ONDS 🔹 $AIRJ ~20/80 $IREN Roth: 🔹 Trimmed $AMD 🔹 Bought more $DRAM 🔹 Rest is $IREN Staying concentrated, asymmetric, and having conviction will pay off Lmk if I’m missing anything!

@investmentguru_Jun 22, 2026 · 10:35 AM

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

@nezih_gokayJun 22, 2026 · 4:00 AM

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 bir uzay ağı kuruyor. Kafa karıştırıcı gerçeklere başlayalım. 😊 🔵Şirket Haziran ayında tarihinin en yüksek çeyreklik gelirini yakaladı. İş modeli muazzam çünkü gelirlerinin %99'u abonelik modeline dayalı olduğu için sürekli ve düzenli bir nakit akışı var. 🔵Bu adamlar dünyanın en büyük ticari uydu filosunu yönetiyor. Şirketin birikmiş iş hacmi yıllık %72 artarak 906 milyon dolara ulaştı. Bu ne demek oluyor? Gelecek yılların cirosu şimdiden garanti altına alınmış durumdalar. 🔵Bu çeyrekte başarıyla fırlatılan 3 adet yeni nesil Pelican uydusu arasında, İsveç’in ilk resmi egemen askeri istihbarat uydusu da yer alıyor. Jeopolitik krizler arttıkça, hükümetlerin $PL verilerine olan bağımlılığı tavan yapabilir. 🔵Kasaları dolu. Birçok uzay şirketi nakit krizinden batarken, Planet Labs'in kasasında tam 731 milyon dolar nakit ve kısa vadeli yatırım var. Borç riski sıfıra yakın. 🔵SpaceX halka arzına fon kaydırmak isteyenlerin satışı ve nakit dışı büyük zarar rakamını gören amatörlerin paniğiyle hisse son 1 haftada %40'a yakın düşerek 28$ bandına çekildi. Belki de bu bir alım fırsatıdır.

@spaceinvestor_dJun 20, 2026 · 2:10 PM

A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed. Here's how the sector is performing year-to-date: $SATL 207% $AMPG 174% $IRDM 151% $SPIR 143% $MNTS 80% $VELO 80% $VSAT 70% $RDW 59% $RKLB 41% $BKSY 39% $PL 38% $VOYG 35% $FLY 30% $LUNR 28% $MDA 28% $SPCX 15% $SPCE 8% $ASTS -3% $YSS -8% $SIDU -25% $HAWK -33% Short-term volatility. Long-term opportunity.

@stocksavvyshayJun 20, 2026 · 2:07 PM

UPDATED FIB LEVELS FOR POPULAR STOCKS Space • $RKLB $92 • $ASTS $90 • $PL $32 • $RDW $12 Quantum • $IONQ $55 • $RGTI $19 • $QBTS $20 • $INFQ $13 Drones • $ONDS $9 • $AVAV $169 • $KTOS $52 • $MRCY $104 Nuclear • $OKLO $50 • $UUUU $15 • $GEV $906 • $LEU $182 Photonics • $AAOI $160 • $LITE $825 • $COHR $369 • $AEHR $110 CPU Bottleneck • $AMD $512 • $INTC $125 • $ARM $420 • $AMKR $83 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $397 AI Utilities • $IREN $56 • $NBIS $206 • $CIFR $17 • $CRWV $111 AI Power • $EOSE $7 • $BE $265 • $NVTS $24 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $437 • $ASML $1,732 • $MU $1,013 AI Applications • $PLTR $121 • $NOW $95 • $CRWD $624 • $SNOW $181 AI Connectivity • $AVGO $368 • $ALAB $372 • $CRDO $262 • $MRVL $292

@stocksavvyshayJun 20, 2026 · 1:07 PM

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 ~$8.9B • $HIMS ~$4.2B • $ASTS ~$3.3B • $IONQ ~$2.9B • $RKLB ~$2.4B • $EOSE ~$1.5B • $CIFR ~$1.5B • $ONDS ~$1.4B • $PL ~$891M • $NVTS ~$275M

@ftr_investorsJun 19, 2026 · 4:52 PM

The global space economy could grow from $630B today to more than $3T by 2050 🚀📈 Here are the companies best positioned to benefit 👇 📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $SPCX | SpaceX (Starlink) $ASTS | AST SpaceMobile $IRDM | Iridium $AMZN | Amazon (Project Kuiper) $GSAT | Globalstar 🛰️ 𝗟𝗮𝘂𝗻𝗰𝗵 & 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB | Rocket Lab $RDW | Redwire $BA | Boeing $LMT | Lockheed Martin $NOC | Northrop Grumman 🛡️ 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 & 𝗦𝗽𝗮𝗰𝗲 𝗦𝗲𝗰𝘂𝗿𝗶𝘁𝘆 $PLTR | Palantir $LHX | L3Harris $LMT | Lockheed Martin $NOC | Northrop Grumman $RTX | RTX 🌍 𝗘𝗮𝗿𝘁𝗵 𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻 & 𝗔𝗜 $PL | Planet Labs $BKSY | BlackSky $SPIR | Spire Global 🌕 𝗟𝘂𝗻𝗮𝗿 𝗘𝗰𝗼𝗻𝗼𝗺𝘆 $SPCX | SpaceX $LUNR | Intuitive Machines $RKLB | Rocket Lab $RDW | Redwire The space economy is still in its early innings. What's your favorite way to invest in the space revolution? 🚀👇

@photonbullJun 19, 2026 · 4:16 PM

Could the bottom be in👀 $ASTS $RKLB $PL $MRLN

@stocksavvyshayJun 19, 2026 · 2:22 PM

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 • $ONDS $156,280 • $NBIS $142,550 • $EOSE $108,460 • $ASTS $92,390 • $MU $81,340

@blackpanthercapJun 19, 2026 · 10:40 AM

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 days left and we’re basically already at the number that was supposed to take the whole year. I showed her a photo of a stadium with 50,000 people in it yesterday. She just stared at it. Properly blew her mind. So I’m extending the goal. 75,000. Let’s see if that’s even possible… honestly, I don’t know. 50,000 felt unlikely too, until it didn’t. This one’s a bigger gap, and I don’t have a plan for it beyond just doing the work and seeing what happens. If anything I’ve written has ever actually helped you, I want you to know I notice. Not saying that as a line. Every milestone so far happened because someone who didn’t have to share it, did. If you’ve gotten something out of this, that’s the moment to repost it, or send it to the one person who’d actually use it. When we hit: 50,000: full deep dive on the 4 positions I’m most bullish on long-term. No holding back. 75,000: I genuinely don’t know yet. This wasn’t part of the plan. So tell me. What would actually help you? Stock strategy, portfolio construction, position sizing… name it. Enough people want the same thing, that’s what gets built. Comment below. I’m reading all of them. A heartfelt, thank you. -BP $IREN $NBIS $CIFR $PL $RKLB $ASTS $ONDS $PNG.V $AAOI $OUST

@spaceinvestor_dJun 18, 2026 · 8:39 PM

$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 Data Acquisition contract holders to expand the range of commercial satellite data available to researchers, civil agencies, and decision-makers. The Commercial Satellite Data Acquisition Program On-Ramp 2 Multiple Award contract is a firm-fixed-price, indefinite-delivery/indefinite-quantity multiple-award contract. The original maximum contract value was $476 million, with a performance period that began in 2023 and continues through Nov. 15, 2028.

@blackpanthercapJun 18, 2026 · 8:17 PM

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 few signals, at times. -BP Not financial advice. $IREN $NBIS $CIFR $OUST $ASTS $RKLB $PL https://t.co/6mkgwDZvd2

@stocksavvyshayJun 18, 2026 · 8:08 PM

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 power constraints by placing compute in orbit. $SPCX, $RKLB, $ASTS, $PL, $RDW, $LUNR, $FLY https://t.co/j0OT9p43lW

@blackpanthercapJun 18, 2026 · 8:04 PM

@SmallCapSnipa $85 Average here. Added in the dip to early 😂 $28.90 on $PL

@landoinvestsJun 18, 2026 · 2:34 PM

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

@midascabalJun 17, 2026 · 9:38 PM

@asymmetrix_xyz $RKLB $ASTS $PL Follow me if you want to know when I enter these companies.

@blackpanthercapJun 17, 2026 · 5:26 PM

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. Somewhere along the way I found out I have a hunch for picking stocks. Not a gift. Not luck. A pattern I started noticing before I understood why it was there. I’m not different from you. I dream of the same thing most people dream of. Enough money to do what I want, when I want. No alarm clock deciding my morning for me. Here’s what I actually have that maybe you don’t yet: 2 to 4 hours a day studying companies. Before work. After the kids are asleep. On my lunch break. I’m not smarter than anyone reading this. I just got curious about the market. That curiosity turned into a process. The process is the only edge I have. Actually, maybe not the only one. The fact that I’m not a multi-millionaire yet might be my real edge. I’m hungry. I have something to prove, to myself, to my family, to everyone who thinks this doesn’t work for regular people. Guys who already made it stop grinding the way I grind. I haven’t made it yet. That’s exactly why I’m not stopping. I’m still figuring this out in public. Same as you would be. I just happen to write it down. And so far, the numbers have agreed with me more than they’ve disagreed. So if you’re hungry. If you’ve got something to prove. This might be exactly the place to tag along. —BP. $IREN $NBIS $RKLB $ASTS $AAOI $CIFR $ONDS $PNG.V $OUST $PL Not financial advice.

@kaizen_investorJun 17, 2026 · 10:04 AM

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 Planet. Secondly, because I invest in what I call different ‘investment waves’. Yes, I have a lot of exposure to the space economy but I’m also exposed to memory, LiDAR, drones, photonics, datacenters, and energy. There are some always waves that go up when others come crashing down. If I wouldn’t be exposed to space, I think this is an ideal entry point if you want to have exposure. If you don’t have exposure to a wave that you want, you need to be aggressive. I wanted exposure to memory, I bought SK Hynix on the first drop during the Iran war at €487. SK turned out great from the beginning but a year ago, I wanted exposure to space. During the tariff drop, I bought $PL and $RKLB. Both tumbled 33% after but look where they are now. If you want exposure you need to be agressive. Do your research to find the best 2 companies in a wave and don’t doubt when the opportunity comes. When you already have exposure you can wait a bit longer. While I’m quite certain that I would have bought Planet if I did not have space exposure today. I think there is a risk that it moves back to the low 20’s. If it starts rising again from here, I already have exposure. If it drops to the low $20’s, I add. That is why tracking investment waves early is so important. By being aggressive to get exposure, you buy yourself a huge advantage later on.

@kaizen_investorJun 16, 2026 · 7:30 PM

$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 SpaceX, algo’s put their sights on Planet to pull the stock down. But we have been at these levels before not even 3 months ago and as I explained in my deep-dive, the fundamentals and projects of Planet have never been stronger. It’s no time to panic here, look at how long IREN took to get back to normal levels after their ATM. The market is scared of the word and this brings opportunities imo. When I bought Planet at $4, the stock was down 35% one month later. Drawbacks happen with these high volatility stocks. Am I loading more at the moment? Not yet, I can afford to be really patient here. I’m in the stock since $4 and Planet has grown to my highest allocation, portfoliowise it would not be a great decision make my allocation even higher. If the market punishes Planet even more, I’m sure that I’ll concentrate my portfolio even more around $PL.

@midascabalJun 16, 2026 · 6:28 PM

@asymmetrix_xyz $RDW $PL $SATL $RKLB Posting my analysis on each of these companies here. Don't miss out and follow me.

@blackpanthercapJun 16, 2026 · 4:21 PM

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.

@blackpanthercapJun 16, 2026 · 4:18 PM

@BeardoTrader Added $PL. What a gift.

@moninvestorJun 16, 2026 · 2:22 PM

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 stocks like $RDW & $PL are being overlooked despite operating in the same long-term growth ecosystem. https://t.co/QME44GnsU8

@investmentguru_Jun 16, 2026 · 10:44 AM

THE SPACE ECONOMY STACK 10 Names. One Generational Megatrend. $SPCX — The anchor. SpaceX’s Nasdaq listing transforms space from speculative to institutional. When the mothership goes public, the entire sector re-rates. Own this before the flood. $RKLB — Rocket Lab is the vertically integrated backbone of the new space economy. Launch + satellites + components. The only credible alternative to SpaceX for small payload delivery. $ASTS — The boldest idea in the stack. Space-based cellular connectivity direct to unmodified phones. If it works at scale, every human on Earth is a potential subscriber. $RDW — Redwire is the quiet enabler. In-space manufacturing, solar arrays, critical hardware for NASA and DoD missions. Infrastructure layer that every mission depends on. $PL — Planet Labs owns the eye in the sky. Daily imaging of the entire Earth surface. Defence, agriculture, climate, intelligence — data demand compounds every year. $LUNR — Intuitive Machines is the gateway to the Moon. NASA’s CLPS program gives them recurring revenue while Artemis builds the long-term lunar economy runway. $FLY — Blade Air Mobility bridges Physical AI and space-adjacent transport. Urban air corridors today, the infrastructure template for tomorrow’s aerial economy. $SATL — Satellogic brings high-resolution Earth observation at dramatically lower cost. Democratizing geospatial intelligence for markets that couldn’t afford it before. $SIDU — Sidus Space with persistent LEO satellite operations and IoT connectivity. Small cap, high asymmetry, early positioning before institutional discovery. $MDA — Canada’s crown jewel in space infrastructure. Robotics, satellite systems, and deep government contract backlog. MDA built the Canadarm — now building the next era. The SpaceX IPO narrative doesn’t lift one stock. It re-rates the entire sector. Be early or be late. Not financial advice.

@mrmikeinvestingJun 15, 2026 · 9:42 PM

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 core pillar of U.S. launch, & space systems. 2. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband. 3. $PL ~ Sells recurring earth imagery & analytics primarily to government and defense customers. 4. $RDW ~ Supplies Mission critical space hardware, & infrastructure to U.S. & allied defense programs. 5. $LUNR ~ Focused on lunar landers, space services, & leveraging NASA backed missions. These 5 names are critical to the space theme & the market will soon realize this…

@photonbullJun 15, 2026 · 8:33 PM

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

@photonbullJun 15, 2026 · 7:50 PM

$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 the SpaceX rally and try to chase it in smaller space stocks Let's see. I think friday was a nice buy on the big down day in the sector and remain bullish

@itsmichaelluuJun 15, 2026 · 11:15 AM

$NASA ETF core holdings (it owns $SPCX) $SPCX will easily 100x-200x by 2035: $SATS 10% EchoStar satellite operator providing broadband connectivity and video distribution globally. $RKLB 9% Rocket Lab — builds Electron rockets and Neutron, launches small satellites to orbit. $MDA 7% MDA Space — Canadian satellite manufacturer, builds Canadarm robotics and LEO constellations. $SPCX 7% SpaceX — Starship, Falcon 9 launch vehicles, and Starlink global satellite internet constellation. $ASTS 5% AST SpaceMobile — building space-based cellular broadband connecting standard smartphones directly. $LUNR 5% Intuitive Machines — lunar landers delivering NASA payloads to the Moon's surface. $PL 5% Planet Labs — daily Earth imaging constellation; sells satellite imagery and geospatial analytics.Mid holdings (3–4%) $VSAT 4% Viasat — satellite broadband networks for commercial aviation, maritime, and government users. $FLY 4% Firefly Aerospace — Alpha rocket launches, Blue Ghost Moon lander, lunar logistics provider. $VNP 4% 5N Plus — produces space-grade high-purity semiconductor materials for satellite solar cells. $VOYG 4% Voyager Technologies — space systems integrator serving NASA and defense satellite programs. $YSS 4% York Space Systems — manufactures standardized S-class satellite platforms for government constellations. 3491 TTTW 3% Win Semiconductors (3105/3491) — GaAs compound semiconductor foundry supplying RF chips for satellites. $IRDM 3% Iridium — global LEO satellite constellation providing voice and data coverage everywhere on Earth. $BKSY 3% BlackSky Technology — real-time Earth intelligence platform using electro-optical satellite imagery. 186A JPJP 3% Astroscale — Japan's on-orbit space debris removal and satellite life-extension services pioneer.Small holdings (1–2%) $VPG 2% Vishay Precision Group — precision sensors and resistors used in satellite and aerospace systems. $LASR 2% LIGHT — high-power fiber and semiconductor lasers for directed energy weapons and satellites. $FTC LNU 2% Filtronic — UK RF component maker supplying mmWave amplifiers for Starlink and satellite comms. 464A JPJP 2% QPS Holdings — Japanese SAR satellite constellation for high-frequency Earth observation imaging. $LPTH 2% LightPath Technologies — infrared optics and assemblies for space imaging and defense sensors. 9412 JPJP 1% SKY Perfect JSAT — Japan's leading satellite operator for broadcasting and communications. $VELO 1% Velo3D — metal additive manufacturing for rocket engines and complex aerospace flight hardware. 3105 TTTW 1% Win Semiconductors — world's largest GaAs foundry; RF chips enabling satellite phased-array antennas. $AVIO 1% Avio — Italian rocket maker; builds Vega launcher and propulsion systems for European space missions. 290A JPJP 1% Synspective — Japanese SAR satellite operator providing all-weather Earth observation and analytics. $NN 1% NN Inc — precision machined components and assemblies for aerospace and defense satellite programs. $RDW 1% Redwire — space infrastructure maker; solar arrays, deployable structures, and in-space manufacturing. $OHB 1% OHB SE — German space group building satellites, navigation systems, and launcher components.

@investmentguru_Jun 15, 2026 · 10:24 AM

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 $ASTS Direct-to-cell satellite broadband, deals w/ AT&T, Verizon, Vodafone BlueBird constellation scaling = massive TAM if commercial rollout executes $RDW In-space manufacturing + national security space infra Roll-up of legacy aerospace assets, exposure to lunar/Artemis programs $PL Daily global Earth observation imagery Defense + climate/ag data subscriptions, gov’t contract tailwinds $SATL Sub-scale EO competitor to $PL, lower-cost satellite mfg model Smaller cap, higher volatility — speculative tier Big picture: $SPCX could be the sector’s liquidity-event catalyst — re-rating the entire space economy complex. These five span launch, connectivity, in-space infra, and EO data — the picks-and-shovels layer of the next space supercycle. Not financial advice.

@blackpanthercapJun 14, 2026 · 6:13 PM

@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.

@blackpanthercapJun 14, 2026 · 5:36 PM

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 than stats at $39. $IREN goes to $150 than stays at $59. $ONDS goes to $80 than stays at $9. $CIFR goes to $65 than stays at $24. $PL goes to $80 than stays at $31. We are living in the exponential era. The doubt is loud. The data is louder. -BP Please note: This is NOT financial advice.

@itsmichaelluuJun 14, 2026 · 4:49 PM

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 $RKLB — 6.99% Small satellite launches, spacecraft components 3. Lockheed Martin $LMT — 6.66% Satellites, spacecraft, defense, NASA contractor 4. RTX Corporation $RTX — 6.22% Satellite systems, sensors, propulsion, defense tech 5. Airbus SE $AIR.PA — 5.08% Satellites, space modules, launch infrastructure 6. Boeing $BA — 4.81% Spacecraft, satellites, Starliner program for NASA 7. Maxar Technologies $MAXR — 4.35% High-res satellite imagery, space infrastructure 8. Northrop Grumman $NOC — 3.92% Satellites, space vehicles, mission systems 9. L3Harris Technologies $LHX — 3.38% Comms systems, space hardware, defense tech 10. Planet Labs $PL — 2.93% Fleet of imaging satellites, daily Earth observation Remember, $SOXL which owns $NVDA is up 1200% from $22 to $280 so far. $NASA could be the same. ♻️ RESHARE this post and write 1 comment, I'll share my top 3 ETF to add for 10x (and safer).

@blackpanthercapJun 14, 2026 · 1:28 PM

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 their returns because they size everything equally. 5% across 20 positions. Feels safe. Actually just guarantees mediocrity. Here’s how I think about sizing within a thematic basket: Your highest-conviction theme gets your heaviest weight. Not double. Meaningfully heavier. If I genuinely believe AI infrastructure is the defining trade of this decade, my $NBIS and $IREN positions should reflect that belief. Emerging themes with asymmetric upside get smaller allocations. Still enough to matter if they run. Not so much that a slow start hurts you. $ASTS, $PL, and $ONDS are in that bucket for me right now. Early. Smaller. But if the thesis plays out, the sizing grows with it. The telecom layer carries a different job entirely. It’s not about maximising upside. It’s ballast. $NOK doesn’t need to 5x. It needs to still be standing when the growth names are getting hit. Here’s exactly how mine sits right now: $NBIS = neocloud compute — 16.74% $IREN = AI infrastructure — 16.17% $OUST = robotics/lidar — 12.74% $RKLB = space launch — 11.47% $CIFR = AI infrastructure — 10.96% $AAOI = photonics bottleneck — 8.12% $PNG.V = subsea defense — 8.06% $ONDS = autonomous defense — 6.35% $NOK = telecom/AI-RAN — 3.79% $ASTS = satellite broadband — 2.97% $PL = earth observation — 2.49% You’re not trying to make every position equal. You’re trying to make every position INTENTIONAL. -BP Not financial advice. Do your own research.

@blackpanthercapJun 14, 2026 · 11:46 AM

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 leaner FED that communicates less. His first press conference is the closest thing we have to a 2026 rate preview. Watch the language, that’s the decision going forward. → Iran deal (this week) Still unsigned. Still contested. But the draft includes Iran reopening the Strait of Hormuz within 30 days. A signed deal removes the energy tail risk AND takes inflation pressure off Warsh’s table simultaneously. Two events. One outcome. Most coverage is missing that connection. → $MU earnings (June 24) Entire 2026 HBM supply already sold out. The AI memory thesis gets confirmed or cracked on one print. → $SPCX post-IPO follow-through Largest IPO in history just listed. This week tells you whether the institutional demand was real. I’m watching how $RKLB $ASTS $PL trades relative to $SPCX. Four events. All connected by the same question: how much risk is this market actually pricing? -BP Not financial advice. DYOR.

@spaceinvestor_dJun 13, 2026 · 8:56 PM

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 direction of the industry: where government and defense spending is going, how quickly infrastructures are scaling, how much they spend on IRAD and how that feeds into their core moat, capital discipline and allocation, and which companies are actually positioned to benefit as space shifts from early-stage to real commercial use cases.. I start with the full story, then map where each name sits within it, with a touch of valuation and a bit of technicals layered in. Here are my top space names into year-end based on that setup: 1. $RDW / Redwire 2. $RKLB / Rocket Lab 3. $LUNR / Intuitive Machines 4. $ASTS / AST SpaceMobile 5. $VOYG / Voyager Technologies 6. $PL / Planet Labs 7. $SPCX / SpaceX Different pick or order? Let me know why in the comments below.

@blackpanthercapJun 13, 2026 · 7:41 PM

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. Because you showed up. Every single month. For 30 years. The market doesn’t reward genius. It rewards the person who doesn’t STOP. I’m not trying to get rich fast. I’m trying to make it impossible to be poor. —BP Note: This is not financial advice. $IREN $NBIS $RKLB $ASTS $AAOI $CIFR $ONDS $PNG.V $OUST $NOK $PL

@spaceinvestor_dJun 13, 2026 · 1:57 PM

With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out. Here's how the publicly traded space sector is performing year to date: $SATL 240% $IRDM 166% $AMPG 159% $SPIR 133% $MNTS 108% $VSAT 86% $RDW 67% $BKSY 56% $VELO 54% $PL 52% $LUNR 49% $VOYG 48% $RKLB 35% $FLY 34% $MDA 21% $SPCX 19% $SPCE 19% $ASTS -1% $SIDU -13% $YSS -18% $HAWK -30% What's your favourite pick from now on?

@investmentguru_Jun 13, 2026 · 1:50 PM

Space: $ASTS $RKLB $PL Drones: $ONDS $UMAC $AVEX Robotics: $AEVA $OUST Quantum: $IONQ $RGTI $QBTS $INFQ Healthcare: $OSCR $CLOV $NVO Crypto: $CRCL $HOOD $PURR

@stocksavvyshayJun 13, 2026 · 1:23 PM

@adshah202 Nope $PL 2029 net income estimates are ~$105M

@stocksavvyshayJun 13, 2026 · 1:20 PM

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 Starlink subscribers across 160+ countries 2. $RKLB (Vertically Integrated Defense Prime) • 3-year revenue CAGR 30% trading at 80x 2029 net income • Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog 3. $ASTS (Tower in the Sky) • 3-year revenue CAGR 156% trading at 11x 2029 net income • Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY 4. $PL (Eyes From Above) • 3-year revenue CAGR 25% trading at 105x 2029 net income • Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention

@bullofbritainJun 13, 2026 · 12:41 PM

Stocks I like $SNDK $AAOI $MRVL $MU $SKHynix $NBIS $Kioxia $VPG $AMPG $MRVL $AIXA $HYLN $VNP.TO $DOCN $SMTC $ACMR $PENG $BB $ASML $CRDO $AEHR $TSEM $PL $ASTS $RKLB $TE $VIAV $MXL $RDDT $HUT

@blackpanthercapJun 13, 2026 · 12:18 PM

@asklivermore Nice confirmation - since I just started a position in $PL yesterday.

@investmentguru_Jun 13, 2026 · 12:02 PM

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

@kaizen_investorJun 13, 2026 · 12:01 PM

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 the the company evolve over time, go up 1,000% and go down 50% multiple times. I still think it is the best space investment at the moment.

@mrmikeinvestingJun 13, 2026 · 12:57 AM

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. AST SpaceMobile ~ $ASTS 3. Planet Labs ~ $PL 4. Redwire ~ $RDW 5. Intuitive Machines ~ $LUNR Nobody is watching these names for now, but this is expected to soon change. Don’t miss out…

@blackpanthercapJun 12, 2026 · 6:57 PM

@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.

@blackpanthercapJun 12, 2026 · 6:33 PM

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 job and suddenly become free. That's not how it works. You build a portfolio that generates enough passive income that the job becomes optional, not mandatory. That transition takes years, not months. For most people that means: Not touching the invested capital for 5-7 years minimum. Adding consistently even in down markets, especially in down markets. Learning to hold through volatility without selling at the bottom. Having a day job that doesn't drain you so completely that you can't think clearly after hours. The matrix is a system that requires your time in exchange for enough money to survive but not enough to get out. The escape is building a parallel system that doesn't require your time. I share every position publicly. I share every move. No gate keeping. I haven’t reached my goal yet. But I will. And when I do, you’ll have watched the whole thing. From the beginning. Let’s build this together. —BP. $IREN $NBIS $RKLB $ASTS $AAOI $CIFR $ONDS $PNG.V $OUST $NOK $PL Not financial advice.

@blackpanthercapJun 12, 2026 · 5:32 PM

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 watched $PL since the $15 level. The recent drawdown created a clean entry for a starter position on top of today’s move. Planet Labs delivered its first-ever annual positive free cash flow of $52.9M. Q4 FY2026 revenue hit $86.8M (+41% YoY). Full-year revenue reached $307.7M (+26%). After years of cash burn to build the constellation, the business has reached structural cash flow positivity. The thesis: $PL operates the only commercial satellite constellation that images the entire Earth’s land surface daily. Persistent coverage, not on-request snapshots. It has maintained this cadence since 2017 and holds a 15-year proprietary historical archive. No other operator can reconstruct 15 years of daily global Earth observation data. That archive is the moat for training accurate geospatial AI models. Defense and intelligence revenue grew over 20% YoY and now represents 40% of remaining performance obligations. The company is shifting from raw imagery sales to insights-as-a-service. AI-powered analytics convert pixels into planetary variables and queryable intelligence. Margin expansion lives in that transition. This is data infrastructure that owns the daily global visual feed. -BP Not financial advice. Do your own research.

@kaizen_investorJun 12, 2026 · 3:54 PM

$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.co/6Q68nWfWuo

@moninvestorJun 12, 2026 · 3:13 PM

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 companies that's going to define the next decade.

@bullofbritainJun 12, 2026 · 2:25 PM

Dip bought these with size $PL $RKLB $ASTS $SATS Will be exiting all if SpaceX hits $200

@photonbullJun 12, 2026 · 2:17 PM

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

@stocksavvyshayJun 12, 2026 · 1:54 PM

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% • $LUNR -10% • $FLY -9% • $RDW -9% • $RKLB -8% • $BKSY -8% • $PL -7% • $SATS -6%

@kaizen_investorJun 12, 2026 · 11:12 AM

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. At this moment the D&I revenue is 61% of the total revenue of Planet Labs, so what are the solutions Planet provides for the commercial sector? Here are some examples. 1. Agentic Geospatial AI & LLM Integration This will probably the biggest factor in the revenue growth of Planet in the next 5 years. The usability of the billions of images that Planet has is limited for none experts. It takes hours to find an answer on what you really need. The AI & LLM Integration will completely change this. Take us investors for example, if you are interested in predicting the copper price you can ask: "Show me the stockpile volume changes at global copper mines over the last 90 days". Are you interested in the development of new datacenters of Nebius or IREN for example: "Generate an automated time-series report on datacenter construction in the US". It has endless possibilities for investors but as well for companies. At this moment Planet is using with Google who have expertise with Gemini as with Anthropic to implement LLM's into their portal. It's early days, but the scalability of this product will be endless. They will also have a monopoly on this product for the next decade, I don't see any competitor who is close to this kind of solution. 2. Energy Transition & Climate risk monitoring The new Tenager satellite mission is specifically designed for enhanced atmospheric gas detection. Planet can offer precise verfiacation of methane leaks and CO2 emissions for energy companies, regulatory compliance bodies, and carbon credit markets. Furthermore, using generative AI tools like Planet SuperRes for high-fidelity fire fuel monitoring offers immense value to the insurance industry for pricing localized climate risks. 3. Supply Chain & Maritime Logistics Expanding their Maritime Domain Awareness products. By combining near-daily optical monitoring with AI-enabled vessel detection, Planet can illuminate dark fleets and monitor port congestion in real-time. This provides critical, asymmetric intelligence for shipping conglomerates, commodity traders, and maritime insurance firms looking to optimize routing and mitigate risk. 4. Advanced Precision Agriculture & Sustainability Moving beyond basic crop monitoring toward predictive yield analytics and sustainability tracking. By utilizing their high-frequency time-series data, Planet can help global agribusinesses reward farmers for sustainable practices, monitor biodiversity, and track net-zero emission targets across massive agricultural supply chains. Planet acts as a foundational data supplier for John Deere’s precision agriculture ecosystem. John Deere leverages Planet’s high-frequency, global satellite imagery to power its next-generation agricultural technologies. Instead of farmers manually scouting massive fields, Planet's data feeds into John Deere's systems (like the John Deere Operations Center) to provide near real-time insights on crop health, moisture levels, and biomass. This allows the heavy machinery, such as tractors and sprayers, to apply precise amounts of water, fertilizer, or pesticides only exactly where they are needed, rather than blanket-spraying an entire field. Let me know if you have more questions regarding the solutions Planet can provide.

@midascabalJun 11, 2026 · 8:08 PM

@asymmetrix_xyz $SATL $PL $INFQ $ASTS $RKLB Follow me if you want to know when I enter these companies.

@investmentguru_Jun 11, 2026 · 8:04 PM

$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 trillion — enters as one of the largest companies on the planet ➡ Obliterates Saudi Aramco’s 2019 record ($26B) by nearly 3x ➡ Begins trading tomorrow on Nasdaq under ticker $SPCX ➡ Goldman Sachs projects SpaceX revenue could hit $474B by 2030 — with AI accounting for $322B of that ➡ xAI (Grok/Colossus) was folded into SpaceX in Feb 2026 — this isn’t just a rocket company anymore ➡ Starlink + launch dominance + AI infrastructure = a new category of company entirely This is the IPO that makes every prior listing look like a warm-up act. The space economy re-rating I’ve been calling for years is now front and center on every trading desk on the planet. Names like $RKLB, $ASTS, $LUNR, $PL, and $SATL don’t exist in a vacuum — they exist in SpaceX’s orbit. Rising tide lifts all ships. Watch the space sector closely tomorrow. $SPCX is the catalyst. Not financial advice.

@blackpanthercapJun 11, 2026 · 5:49 PM

@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_Investor is a long term investor in them and has a deep dive.

@wliangJun 11, 2026 · 4:44 PM

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 another layer. > SpaceX absorbed xAI in Feb 2026 (all-stock deal) > Grok now runs Starlink network optimization > Orbital AI data centers are the next frontier Which ties directly into our thesis on space computing being the "final frontier." Companies like $PL, $ASTS, $RKLB, $MNTS (and a few others) are directly involved with space computing at different layers. Generational event incoming. We are early.

@investmentguru_Jun 11, 2026 · 1:47 PM

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

@crux_capital_Jun 11, 2026 · 3:59 AM

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 I continue to add dips in my optics port. These companies I took positions in today are all involved in the data / simulation layer of the Physical AI theme My screen brought me to these companies: $INOD $U $BKSY $PL $TASK $NBIS $BSY $SVCO $BBAI $CAE Just to name a few for those of you on X. But I laid out the 3 specific companies / weightings / theses here: https://t.co/urH9Fq0uUT

@investmentguru_Jun 11, 2026 · 1:04 AM

$RKLB $ASTS $LUNR $RDW $PL $SATL $SIDU $FLY $MDA The space sector is experiencing a once-in-a-generation re-rating event driven by the SpaceX IPO, accelerating government and commercial capex, and the recognition that satellites and launch infrastructure are as critical as any other digital infrastructure layer. Today’s broad market weakness is noise — the structural trend is intact and the fundamentals across the leading names are the strongest they’ve ever been. This is the sector where patience and early positioning get rewarded most. Not financial advice. DYOR.

@midascabalJun 10, 2026 · 6:49 PM

@asymmetrix_xyz $SIDU $SATL $PL $FLY $INFQ Follow me if you want to know when I enter these companies.

@blackpanthercapJun 9, 2026 · 5:19 PM

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 $AMPG $PL -BP Not financial advice. https://t.co/KtMUKwK4TN

@kaizen_investorJun 8, 2026 · 3:28 PM

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 competitors are the massive amounts of data they need to store. They need a cloud provider to help them store and organize the data. Planet has that in Google. Planet's entre operational pipeline is built on and powered by Google Cloud Platform. It was part of the agreement of the Terra bella acquisition of Planet in 2017. Planet is building it's own Large Earth Model (LEMs) and Agentic AI workflows. They partner with Google on this as well, they are leveraging Google's Remote Sensing Foundation Model (RSFM) alongside with Gemini-powered reasoning. This integration is what gives the application its agentic capabilities, allowing it to understand a conversational text prompt, autonomously scan Planet's daily global imagery, detect specific objects or changes over time, and synthesize the findings into an analytic report. Planet refers to this initiative as Queryable Earth or Planetary Intelligence. Instead of training a model purely on internet text, they are essentially training AI on Earth observation data about the physical world. Google's foundation models provide the underlying architecture that translates the user's natural language into complex geospatial queries. Early 2026 Google and Planet released the highly experimental Project Suncatcher. This is a research initiative exploring the feasibility of running data-center-style computing systems in low Earth orbit. The project aims to see if near-continuous solar power and the vacuum of space can efficiently support energy-intensive artificial intelligence workloads. Planet is leveraging its manufacturing and operational expertise to build and help deploy two demonstration spacecraft for Google, targeted for launch around 2027. There is no SaaS space company has this massive advantage. These initiatives will blow up the TAM of Planet.

@investmentguru_Jun 8, 2026 · 10:33 AM

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

@kaizen_investorJun 8, 2026 · 7:39 AM

@moninvestor $PL 😉

@kaizen_investorJun 7, 2026 · 10:25 PM

@sachbarnes I’m only invested in $PL. I don’t think the others have a similar moat to that off Planet.

@crux_capital_Jun 7, 2026 · 9:18 PM

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 Testing etc. Chokepoints / Bottlenecks But when I am going about building my Physical AI portfolio, I am looking at it through a different lens Yes you can have a literal supply chain for humanoids or warehouse robots from the smallest pieces to the deployed system. And that is part of it But I am looking at it through LAYERS What are all the different sub-industries that will benefit as Physical AI gets adopted? And when I think about Physical AI, I am thinking broadly about AI interacting with the physical environment That is very vast. And that's why the research is so exciting You can have exposure to data / simulation companies like $PL $INOD $BKSY $U $TASK You can have exposure to edge like $OSS $CEVA $AMBA You can have exposure to lidar like $OUST There are so many layers to have exposure to that will benefit as AI gets adopted in the physical world. Some make money now Others won't make money for years So there is opportunity across the spectrum

@kaizen_investorJun 7, 2026 · 9:07 PM

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, but if you are looking for an entry in $PL, you can use the deep-dive for informational purposes. I tried to answer as many questions as possible in the deep-dive but couldn't fit everything in. If you have questions regarding Planet, feel free to reach out.

@photonbullJun 7, 2026 · 12:20 PM

@TheBigBerbowski Do you think $RKLB and $PL are better than $ASTS at current prices?

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