$RDW

@investmentguru_May 27, 2026 · 2:50 AM

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

@mrmikeinvestingMay 26, 2026 · 9:43 PM

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 Earths ~ $USAR, $UUUU, $MP 4. Energy/Nuclear ~ $TE, $EOSE, $OKLO, $OSS 5. Drones/Robotics ~ $ONDS, $TSLA, $NOK, $AVAV These names are going to be the next list of setups that’ll create generational wealth for many. Don’t miss these opportunities…

@investmentguru_May 26, 2026 · 4:17 PM

$RDW

@investmentguru_May 26, 2026 · 3:15 PM

$MU 148% $AAOI 101% $RDW 206% Up in my portfolio https://t.co/cJhhEwe4En

@mrmikeinvestingMay 25, 2026 · 7:09 PM

Renowned billionaire Stanley Druckenmiller has long advocated: “You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.” Those 3 sectors to become the next “home runs” will be: 1. Space ~ $RKLB, $ASTS, $LUNR, $RDW 2. Neo-Cloud ~ $NBIS, $CRWV, $APLD, $IREN 3. Software ~ $NOW, $MSFT, $DDOG These stocks can easily be the next names to lead the markets. Don’t miss out…

@investmentguru_May 25, 2026 · 3:22 PM

PORTFOLIO holdings UPDATE — May 2026 $PLTR — AI operating system with government + commercial compounding. The original conviction hold. $CLS — Advanced packaging demand accelerating. Every AI chip cycle runs through here. $ONDS — IoT connectivity thesis validated. Small-cap patience rewarded. $NBIS — Neocloud identity forming in Europe. GPU cloud + AI services stack underappreciated. $HIMS — Consumer health disruption intact. GLP-1 tailwinds + DTC model building durable margins. $OKLO — Microreactor backlog growing. AI data center power demand makes this the logical baseload answer. $RKLB — Launch cadence strong. SpaceX IPO catalyst hasn’t even landed yet. $SOFI — Neobank evolving into a full financial platform. The flywheel is strengthening. $IONQ — Trapped-ion architecture holds its edge. Volatility is the cost of entry on this one. $AAOI — 800G to 1.6T upgrade cycle is the thesis. Hyperscaler capex flows directly here. $ABCL — AI-driven drug discovery still undervalued vs pure-play AI names. $MU — HBM ramp for AI training is the re-rating catalyst. Cyclical + secular tailwinds aligned. $AMZN — AWS AI layer compounding quietly. Margin expansion underway. $QS — Solid-state battery timeline extending but the TAM remains massive. High conviction, high patience. $GLXY — Institutional crypto infrastructure play. Regulatory clarity improving. $RDW — Quiet beneficiary of in-space manufacturing. Government contracts provide the floor. $META — Ad machine funding a long-term AI moat. Execution consistently underestimated. $SOUN — Voice AI expanding into enterprise. Execution needs to match the narrative. $PATH — Enterprise budget pressure real. Monitoring AI-native competition closely. $JOBY — eVTOL certification is the gating factor. This is a 2027+ story. $TSLA — Robotaxi and FSD are the real thesis now. Energy storage remains overlooked. $RR — Richtech Robotics bringing AI-powered service automation to hospitality and food service. Robotics adoption cycle still early. $PNG — Kraken Robotics underwater technology and defence sonar thesis building. Watching for contract catalysts to confirm the move. This portfolio is built around long-duration themes: ⚡ AI Infrastructure ☁️ NeoCloud 🚀 Space Economy ⚛️ Quantum 🔋 Energy Transition 🤖 Robotics 🧬 AI Healthcare Volatility is noise. Execution + patience is the edge. Not financial advice.

@investmentguru_May 24, 2026 · 10:16 AM

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 $COHR Chips → $TSM $ASML $AMD $MU $SNDK Space → $RKLB $ASTS $LUNR $RDW $PL Crypto → $COIN $BTC $ETH $SOL Energy → $GEV $CEG Drones → $ONDS Nuclear → $CCJ $OKLO $VST $SMR Defense → $KTOS $AVAV $AMTM Robotics → $SYM $TSLA $ISRG Batteries → $TE $EOSE $QS $FLNC Quantum → $QBTS $IONQ $RGTI $INFQ Healthcare → $NVO $UNH $HIMS Data Centres → $IREN $CIFR $NBIS $CRWV Critical Minerals → $TMQ $UUUU $CCJ The next decade won’t be won by picking one sector. It’ll be won by understanding how they connect. AI needs chips. Chips need power. Power needs nuclear. Nuclear needs uranium. Uranium needs miners. It’s all one trade — just different layers. Know the map. Size accordingly. Not financial advice.

@mrmikeinvestingMay 22, 2026 · 11:28 PM

The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze… 1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR 2. AI Infrastructure ~ $CRWV, $NBIS, $IREN, $APLD 3. Quantum Computing ~ $IBM, $GFS, $QBTS, $RGTI 4. Rare Earths/Energy ~ $USAR, $UUUU, $OSS, $EOSE, $HYLN 5. Robotics ~ $NOK, $TSLA These are your next chances to make generational wealth, & you cannot miss it. Save this for later…

@investmentguru_May 22, 2026 · 7:36 PM

Space whoever added during those days. This is just getting started before SpaceX IPO. $RKLB $ASTS $PL $RDW $SATL $SIDU https://t.co/vfpB40yjry

@investmentguru_May 21, 2026 · 12:12 AM

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

@investmentguru_May 18, 2026 · 11:14 AM

$RKLB $ASTS $RDW $PL $LUNR $SATL $SIDU $DXYZ $FLY $MDA $NASA $SATS Space is one of my favorite sectors to concentrate on and accumulate before the expected SpaceX IPO event in June. This sector is still early, volatile and underfollowed, but the long-term potential is massive as capital starts rotating into satellites, defense, communications, launch systems and space infrastructure. The next decade could create some of the biggest winners from this sector alone. Not a financial advice

@mrmikeinvestingMay 16, 2026 · 4:45 PM

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 critical sectors amongst the space theme: Satellite Communication & Operations $ASTS ~ AST SpaceMobile $PL ~ Planet Labs $GSAT ~ Globalstar $SPIR ~ Spire Global $AMZN ~ Amazon $VSAT ~ Viasat Spacecraft & launch systems $RDW ~ Redwire $RKLB ~ RocketLab $LMT ~ Lockheed Martin $KTOS ~ Kratos Defense $FLY ~ Firefly Aerospace $LUNR ~ Intuitive Machines Specialty Materials $CRS ~ Carpenter Technology $ATI ~ ATI Inc $MTRN ~ Materion $GLW ~ Corning $PKE ~ Park Aerospace Propulsion Systems & Fuel $LIN ~ Linde $APD ~ Air products & Chem $NEU ~ NewMarket Electronics & Semis $NVDA ~ Nvidia $AVGO ~ Broadcom $COHR ~ Coherent $LITE ~ Lumentum

@investmentguru_May 16, 2026 · 2:58 PM

SpaceX $SPCX IPO — June 12. Biggest IPO in history. Know your map. 🛸 Launch → $RKLB $FLY 🛰️ Imaging → $PL $SATL $BKSY $SPIR $HAWK $GSAT 📡 Satellite Comms → $ASTS $IRDM $VSAT $SATS $TSAT $ETL $GILT $SIDU 🏗️ Infrastructure → $LUNR $RDW $MDA $VOYG 🔩 Components → $KRMN $TDY $APH $HEI $ATRO $DCO $VELO $RBC $AME $PH $GHM ⚙️ Materials → $CRS $MTRN $HXL $ATI $GLW $PKE 🛡️ Aerospace & Defense → $LMT $RTX $NOC $KTOS $LHX $BA $AIR $HO The rising tide lifts all rockets. Not financial advice.

@investmentguru_May 15, 2026 · 7:11 PM

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 12 under ticker “SPCX.” If true, this could become one of the biggest market events of the decade. Watch the entire space ecosystem closely: $RKLB $ASTS $SATL $RDW $LUNR $SPIR $PL This could trigger a major rerating across space, satellite, launch, defense, and infrastructure names similar to what AI semis experienced over the last 2 years. Also keep eyes on DXYZ as speculative money may continue flowing there due to private market exposure themes. Space isn’t a meme anymore. It’s becoming a real institutional sector.

@investmentguru_May 15, 2026 · 12:13 AM

$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 potential SpaceX IPO timeline, expectations around the entire ecosystem are gradually shifting. What we’re seeing now looks similar to early semiconductor-style rotation phases — where the underlying theme starts leading before fundamentals fully catch up in pricing. Names across launch, satellite infrastructure, and space-enabled services are beginning to move with more consistency, and if the SpaceX catalyst moves closer, this entire basket could see a meaningful re-rating as capital starts pricing in the next phase of growth rather than just current numbers.

@investmentguru_May 14, 2026 · 5:00 PM

$RDW paying nicely https://t.co/Pw9DtmADYk

@investmentguru_May 13, 2026 · 10:38 AM

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 names like $ASTS, $LUNR, $PL and $FLY as interest keeps building around commercial space, satellite connectivity and defense related infrastructure. Smaller names like $RDW, $SATL and $SIDU could also see increasing attention as money rotates deeper into the sector. Feels similar to early EV and AI phases where the entire ecosystem eventually started moving together once broader market attention arrived.

@investmentguru_May 11, 2026 · 1:58 PM

Space $RKLB $SATL $RDW $ASTS $LUNR All looks good today

@investmentguru_May 9, 2026 · 12:03 AM

$ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY Whoever got here

@investmentguru_May 8, 2026 · 4:20 PM

Space sector playbook $RKLB $ASTS $LUNR $RDW

@investmentguru_May 8, 2026 · 1:55 AM

$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 comms + robotics + hypersonics. The SpaceX of everything else. The read-through for the sector is bullish: $LUNR — lunar infrastructure spending is real and accelerating $ASTS — LEO connectivity demand confirmed by constellation momentum $SATL / $SPIR / $PL — Earth observation cadence increases with more launches $RDW — space manufacturing pipeline growing Government + commercial demand is not slowing. The space economy is in its infrastructure buildout phase — exactly where the biggest returns historically come from. $RKLB just showed the whole sector what execution looks like. Not financial advice.

@investmentguru_May 6, 2026 · 2:33 PM

$ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY all green today

@investmentguru_May 6, 2026 · 12:51 AM

The space sector continues to pull back — and this is where smart money starts paying attention, not panicking. These are the phases where positions are built early, while sentiment is weak and patience is rewarded. With the market preparing for one of the biggest future catalysts — SpaceX IPO — the entire sector could see renewed interest and capital rotation. $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY Weakness creates opportunity. Build the watchlist now — because when momentum returns, entries won’t be this cheap.

@investmentguru_May 3, 2026 · 1:14 PM

$RDW The in-space manufacturing and spacecraft components play. Full-year 2025 revenue reached $335.4M, up 10.3%, with Q4 revenue jumping 56.4% to $108.8M — showing strong sequential acceleration into year-end. RDW’s deployable structures and in-space manufacturing systems give it exposure to the growing cislunar economy, satellite servicing, and national security space programs. The SpaceX IPO narrative and NASA’s lunar base pivot are raising institutional attention on infrastructure-layer plays — RDW sits squarely in that bucket. Execution on margins remains the key watch item. Not financial advice.

@investmentguru_May 2, 2026 · 5:40 PM

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 from investors looking ahead: AI Energy — Data centers are power-hungry and the grid isn’t ready. Companies bridging that gap stand to benefit enormously. Watching $CEG, $BE , $VRT, $GEV, $OKLO, and $NNE. Quantum Computing — Still early-stage and high-risk, but the commercial timeline is compressing faster than most expect. Key names: $IONQ, $RGTI, $QUBT, $INFQ , $XNDU . eVTOL — Urban air mobility has real regulatory momentum now. Certifications are coming. $JOBY, $ACHR, and $EVTL are the ones to track. Rare Earth & Critical Minerals — The overlooked bottleneck in every supply chain — AI hardware, EVs, and defense systems all depend on these materials. $MP, $USAR , $UAMY, $TMC , $NB Robotics — Physical AI is accelerating. The next compute deployment layer won’t just be in the cloud — it’ll walk, drive, and build. Watching $SERV , $TSLA, $ISRG, $RR, and $NVDA as the picks-and-shovels play. Space — Launch costs have collapsed. Satellite-based connectivity, Earth observation, and defense applications are scaling fast. $RKLB, $ASTS, $LUNR, $PL, and $RDW remain my core watchlist. Capital rotates toward constraint. These six sectors sit at the intersection of scarcity and exponential demand. Not financial advice.

@investmentguru_May 2, 2026 · 12:53 PM

Portfolio Update — May 2, 2026 $PLTR +770.82% $CLS +651.53% $ONDS +426.29% $NBIS +307.04% $HIMS +258.82% $OKLO +202.32% $RKLB +170.77% $SOFI +142.97% $IONQ +142.02% $AAOI +104.43% $TSLA +73.50% $ABCL +55.79% $MU +52.72% $AMZN +48.89% $QS +48.22% $GLXY +37.05% $RDW +27.67% $META +24.47% $SOUN +20.76% $PNG +15.68% $RR -3.13% $PATH -4.04% $JOBY -13.05% 20/23 green 3 positions in progress — conviction intact $SOUN officially in the green Cash: 8.6% of portfolio 🙌 Not financial advice.

@investmentguru_May 1, 2026 · 12:37 AM

Space sector nice day today $PL +8.48% $RKLB +7.13% $RDW +6.86% $SIDU +5.81% $ASTS +5.80% $SATL +5.04% $FLY +3.31% $LUNR +2.26%

@investmentguru_Apr 29, 2026 · 12:48 AM

Space sector could see stronger momentum as we move closer to the anticipated SpaceX IPO. Sector attention and capital rotation tend to follow major catalysts like that. The strategy here, in my view, is simple: accumulate quality names on weakness and stay patient. $ASTS $SATL $RKLB $LUNR $RDW $FLY Space is still early. Volatility will be part of the journey, but patience often wins in emerging sectors.

@investmentguru_Apr 28, 2026 · 1:44 AM

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 live — $2T valuation, confidential filing already done - Artemis II just completed — lunar infrastructure thesis intact - $RKLB backlog up 73%, earnings May 7 → potential ignition event Wait for confirmation before entering - Don’t chase — let price hold and close above key levels One strong daily candle with volume = green light This sector moves fast when it moves. Be ready. Not financial advice.

@investmentguru_Apr 27, 2026 · 11:07 AM

$RDW https://t.co/vfXBT598CS

@investmentguru_Apr 26, 2026 · 11:11 PM

Space Sector | Pullback = Opportunity $RKLB $ASTS $RDW $SATL $SIDU The space sector has taken a beating — and that’s exactly when you want your watchlist ready. Most names in this space have pulled back significantly from their highs, RSI levels are compressing toward oversold territory, and sentiment has cooled. But the fundamentals haven’t changed — if anything, the narrative just got bigger. Oversold doesn’t mean bottomed — but it does mean risk/reward starts tilting in your favor. If you have zero space exposure and believe the SpaceX IPO will rerate the entire sector, accumulating into weakness — not strength — is the disciplined move. Don’t chase. Scale in. Let price confirm. Not financial advice.

@investmentguru_Apr 25, 2026 · 12:03 PM

Portfolio Update — April 25, 2026 $PLTR +758.70% $CLS +642.59% $ONDS +443.81% $HIMS +298.95% $NBIS +283.43% $OKLO +206.23% $SOFI +173.08% $RKLB +172.65% $IONQ +126.51% $AAOI +80.27% $NVDA +75.20% $TSLA +66.38% $ABCL +47.72% $AMZN +47.02% $QS +46.40% $MU +39.84% $META +38.04% $RDW +33.56% $GLXY +27.42% $PNG +25.00% $SOUN +1.23% new position $RR -5.06% 🩸 $PATH -7.09% 🩸 $JOBY -19.70% 🩸 Cash: 8.7% of portfolio 21/24 green. 3 positions in progress — conviction intact. $GLXY & $SOUN flipped green. 🙌 Not financial advice. DYOR.

@investmentguru_Apr 24, 2026 · 7:50 PM

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 profit-taking after strong runs. In a sector driven by long-term catalysts like satellite connectivity, defense spending, and commercial space expansion, dips like this tend to be accumulation zones. If the broader trend stays intact, these red days are where positions are built — not chased on green days. IMO

@investmentguru_Apr 24, 2026 · 12:03 AM

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 sector remains structurally strong, but in a sideways market, pullbacks and rotations are healthy before the next leg higher. $RKLB $ASTS $RDW $PL $SIDU $SATL $LUNR $FLY $NASA

@investmentguru_Apr 21, 2026 · 1:57 PM

$ASTS $RKLB $SIDU $RDW $PL $SATL $LUNR today

@investmentguru_Apr 21, 2026 · 10:31 AM

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, so keep an eye on strength and be ready to act.

@mrmikeinvestingApr 19, 2026 · 4:01 PM

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 soon: Spacecraft & Launch Systems - $RDW, $RKLB, $FLY, $LUNR, $YSS Satellite Operators & Services - $AMZN, $ASTS, $SPIR, $PL, $IRDM Raw Materials & Mining - $FCX, $TECK, $MP, $AA Specialty Materials & Alloys - $ATI, $GLW, $MTRN, $CRS, $HXL Electronics and semiconductors - $NVDA, $LITE, $STM, $COHR, $ADI Don’t miss out on these potential life changing investment opportunities…

@jasonl_capitalApr 18, 2026 · 10:33 PM

Spacecraft & Launch Systems • $RKLB ($84.42) — Only Western small-launch vehicle with proven orbital heritage. Neutron targeting first flight H2 2026. $816M Space Force NSSL contract and $190M HASTE hypersonics deal on the books. • $FLY ($43.60) — Alpha back in flight. Blue Ghost lunar lander on the surface. $372M FORGE program in U.S. missile-warning infrastructure. Nvidia partnership flying AI compute on a late-2026 lunar mission. $1.4B backlog. • $LUNR ($27.54) — Only commercial company to land and operate on the lunar surface. Five NASA CLPS task orders including the $180M IM-5 mission. • $RDW ($10.39) — In-space manufacturing and the optical nav system flying on Artemis II. ESA QKDSat spacecraft prime and $44M DARPA VLEO contract. • $YSS ($35.26) — Standardized satellite buses at half the cost of legacy primes. 1,000+ spacecraft/year capacity. $545-595M revenue guidance for 2026.

@investmentguru_Apr 18, 2026 · 2:08 AM

Space Infrastructure Stocks — Quick Take $RKLB — Rocket Lab: Leading small-launch provider evolving into a full space systems company. $SIDU — Sidus Space: Early-stage player focused on satellite manufacturing and data services. $FLY — Firefly Aerospace: Private launch + lunar ambitions positioning for future contracts. $RDW — Redwire Space: Key supplier of space manufacturing and mission-critical components. $LUNR — Intuitive Machines: NASA-linked lunar mission company targeting Moon commercialization. $MDA — MDA Space: Established Canadian leader in robotics, satellites, and defense space tech. $VOYG — Voyager Space: Building a space station ecosystem and in-orbit services platform. $YSS — York Space Systems: Rapid satellite production model for defense and commercial use. $SPCE — Virgin Galactic: Space tourism play with long-term high-risk, high-reward potential. $FJET — Starfighters Space: Niche aerospace player targeting microgravity and launch support.

@investmentguru_Apr 17, 2026 · 10:17 AM

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, launch, and defense-linked space names. this isn’t just hype, it’s a structural theme. $RKLB $ASTS $PL $RDW $LUNR

@investmentguru_Apr 17, 2026 · 12:00 AM

SpaceX IPO – Simple Roadmap & Trade Setup Direct Beneficiaries (sympathy + sector momentum): $RKLB → launch + defense contracts $ASTS → satellite comms (high retail interest) $PL → geospatial data + analytics $LUNR → lunar + NASA exposure $RDW → space infrastructure + manufacturing These names move before and after IPO on narrative + capital rotation. Indirect / Hidden Leverage Plays: $GOOG → early investment could translate into $100B–$140B value unlock if IPO valuation expands $DXYZ → holds pre-IPO private shares (including SpaceX) → fastest public proxy for IPO speculation Small-Cap High Beta Plays (Momentum traders): $SATL $SIDU $SPIR $MNTS These tend to lag → then explode when retail chases the theme. This isn’t just an IPO — it’s a sector-wide catalyst. The real money is made by positioning before the listing, not chasing after. Space is becoming the next battleground after AI, nuclear, and quantum — and if this IPO hits, expect aggressive rotation + multi-week momentum across the entire space ecosystem.

@investmentguru_Apr 16, 2026 · 7:00 PM

$RDW if you missed earlier https://t.co/MonnOZdeTd

@investmentguru_Apr 16, 2026 · 6:43 PM

Space sector is on fire today $RKLB $SIDU $SATL $PL $RDW $ASTS

@investmentguru_Apr 14, 2026 · 11:25 AM

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 market is still focused elsewhere. Phase looks like early accumulation before the next expansion move in the space/defense + lunar economy theme.

@investmentguru_Apr 13, 2026 · 5:57 PM

Space is another strong sector $SIDU $SATL $LUNR $RKLB $ASTS $RDW $PL

@investmentguru_Apr 13, 2026 · 10:23 AM

$RDW is the “picks & shovels” of the space economy — not the flashy rocket launcher, but the mission-critical hardware inside every spacecraft. The SHIELD contract + Artemis + Space Force budget tailwinds are real. But it’s still pre-profitability with liquidity risk, and the SpaceX IPO overhang is a legit sector-wide headwind. High risk / high reward — fits the speculative tier of a space economy playbook. DYOR

@kaizen_investorApr 12, 2026 · 1:48 PM

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 light sources at the March 2026 OFC conference, heavily pushing forward their high-volume scaling for the AI connectivity market. - $IREN: Sweetwater 1 1.4GW facility energization. IREN is finalizing site works for the Sweetwater 1 bulk substation, with energization on track for April 2026 (Q2). - $KRKNF: Covelya Group $615M acquisition close The strategic acquisition of the UK-based Covelya Group rapidly expands their vertically integrated product suite to include navigation, positioning, and subsea communications. - $AEHR: ultra-high power FOX-XP shipments In March 2026 (Aehr's fiscal Q3), the company announced a follow-on order and a new major silicon photonics customer win for its FOX-XP systems, with shipments scheduled for its fiscal Q4 ending in May 2026. Q3 2026 - $CIFR: AWS AI hosting lease commencement Cipher secured a 15-year, 300MW lease with AWS for an AI/HPC campus, with initial rent commencement confirmed for August 2026 (Q3). - $OUST: Start SAFE LiDAR ACT Ouster should see the first positive signs of the SAFE LiDAR ACT in the Q3 results. Q4 2026 - $RKLB: Neutron maiden flight Rocket Lab is developing the Neutron rocket to provide a reusable, medium-lift alternative to SpaceX's Falcon 9 for constellation deployments. A successful maiden flight proves the vehicle's viability, opening up a lucrative pipeline of commercial and government launch contracts. - $ASTS: commercial service activation (block 2) The activation of its larger Block 2 BlueBird constellation enables the initiation of consistent commercial service for telecom partners globally. - $NBIS: 800MW to 1GW capacity operational In early 2026, Nebius significantly raised its contracted power guidance, officially targeting 800MW to 1GW of available connected capacity by year-end 2026. - $AAOI: 5,000 ELSFP units per month production Reaching a production run rate of 5,000 External Laser Small Form Factor Pluggable (ELSFP) units monthly proves their automated U.S. manufacturing can scale to meet co-packaged optics demand. The goal is 400,000 units by the end of 2027. - $FLY: Blue Ghost Mission 2 lunar launch Blue Ghost Mission 2 will deliver payloads to the far side of the moon while demonstrating the first on-orbit AI data processing via its Elytra spacecraft. - $RDW: SabreSat DARPA Otter VLEO demonstration The SabreSat Otter demonstration for DARPA will validate highly advanced air-breathing electric propulsion, allowing satellites to maneuver indefinitely in Very Low Earth Orbit (VLEO) by harvesting atmospheric air. Q1 2027 - $CRDO: Cardinal 1.6T DSP production ramp Credo launched its Cardinal 1.6T DSP family in March 2026. Industry analysts predict the major 1.6T transceiver upgrade cycle and corresponding production ramp will heavily take hold in 2027. - $PL: Pelican-4 edge AI revenue ramp Planet successfully demonstrated in-orbit AI object detection on its Pelican-4 satellite, supporting the planned ramp of its Planetary Intelligence edge AI revenue streams into 2027. Q2 2027 $VRT: Ironton liquid cooling expansion operational The expansion of its Ironton facility will massively boost production capacity for liquid cooling systems, a necessity for the booming deployment of high-density AI servers. Q3 2027 $SATL: NextGen Merlin constellation operational Satellogic unveiled its new Merlin constellation, explicitly targeting the first launch in October 2026 with full operational capacity scheduled for the first half of 2027. $BSKY: AROS country-scale mapping constellation launch The launch of the AROS constellation supplements their targeted site monitoring with country-scale broad area mapping, securing their position against retiring legacy competitor satellites. $LWLG: material volume production and licensing revenues During their recent early 2026 updates, LWLG management explicitly stated they are building infrastructure for long-term commercialization, with meaningful volume production and licensing revenues anticipated to begin in 2027.

@investmentguru_Apr 11, 2026 · 1:10 PM

10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇 $SPIR — satellite data + defense momentum $SIDU — high-volatility space microcap $SATL — small-cap satellite imaging speculation $RDW — aerospace/defense manufacturing growth $PL — space imaging + geospatial data play $LWLG — polymer photonics for AI data centers $POET — optical chip interconnect technology $OPTX — nano-photonics AI infrastructure play $ALMU — early-stage AI/infra speculative mover $SIVEF — microcap industrial/tech momentum name

@investmentguru_Apr 11, 2026 · 12:50 PM

Space sector playbook - Launch $RKLB — End-to-end space platform combining launch, satellites, and spacecraft components. SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship. Satellites & Earth Observation $PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients. $BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground. $SATL — High-resolution imaging at commercial scale for government and enterprise clients. $SPIR — Space-based data analytics for weather, maritime, and aviation tracking. $MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies. Connectivity $ASTS — Building the first space-based cellular broadband network connecting directly to standard phones. $IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services. $GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst. $SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network. $VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals. Space Infrastructure & Manufacturing $RDW — Building manufacturing and research infrastructure directly in orbit. $LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure. $MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare. Defense & Primes $LMT — Defense prime with deep space, missile, and classified government program exposure. $NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads. $LHX — Advanced space and defense communications systems for government and military operators. $LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions. $BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds. Deep Space / Tourism $SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market. Data / Wildcard $SIDU — Small-cap high-risk satellite and mission services play for speculative exposure. Other play $FLY — Private aviation play with potential long-term overlap into advanced air mobility. $VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis. $ONDS — Drone and defense infrastructure play expanding into space via World View acquisition. ETF Option $UFO and $NASA Book mark for future, retweet for others 🙏

@investmentguru_Apr 8, 2026 · 11:17 AM

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 $SIDU $RDW $PL $FLY $LUNR $SPCE Don’t ignore these spaces — both sectors are showing real strength and staying on watch for continued opportunities.

@investmentguru_Apr 8, 2026 · 1:39 AM

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 this sector on watch.

@investmentguru_Apr 7, 2026 · 1:34 AM

Space is one sector to concentrate $RKLB $ASTS $SIDU $SATL $SPCE $PL $RDW $LUNR $FLY

@investmentguru_Apr 6, 2026 · 11:11 AM

The space sector is entering a full re-rating phase $RKLB $ASTS $RDW $LUNR $FLY $PL $SATL $NASA $SIDU

@kaizen_investorMar 22, 2026 · 2:48 PM

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: 9.1 $LUNR: 14 $FLY: 24 $VOYG: 10 A massive rerate is coming for the space sector. Looks like you are not too late.

@kaizen_investorMar 16, 2026 · 10:48 PM

@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 the partnership 😂 still wondering why FinX hates this stock.

@mrmikeinvestingMar 14, 2026 · 10:43 PM

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 space names you must be invested in to capitalize on this squeeze: - $ASTS (AST SpaceMobile) - $RKLB (RocketLabs) - $LUNR (Intuitive Machines) - $RDW (Redwire) - $PL (Planet Labs) Don’t miss your chance to catch these names before they’re forever gone…

@kaizen_investorFeb 25, 2026 · 9:44 PM

$RDW mixed report perfectly explains today's 5% drop. While delivering a massive top-line beat, hitting $335M in 2025 revenue and forecasting up to $500M for 2026. The bottom line took a hit, the EPS miss stems from heavy losses driven by costly accounting adjustments on early-stage development programs. However, the underlying engine is humming. They secured a record $411M backlog, successfully integrated their new drone business, and aggressively paid down expensive debt to save $17M annually. The ultimate takeaway? Redwire is growing sales brilliantly, but the market wants to see them transition these expensive development projects into profitable production.

@mrmikeinvestingJan 29, 2026 · 4:25 AM

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, $OKLO Drones ~ $ONDS, $AVAV These picks are your next multi-million dollar opportunities. Don’t miss out…

@mrmikeinvestingJan 25, 2026 · 8:00 PM

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, $TSLA, $RR, $PATH, $AVAV 3. Space ~ $ASTS, $RKLB, $RDW, $LUNR, $PL Don’t miss these life changing setups… https://t.co/EN85DaV3ci

@mrmikeinvestingJan 23, 2026 · 2:56 AM

There is 1 main sector that you should prioritize within your portfolio… That is the Space theme. Leading up to the $1.5T SpaceX IPO it’s clear this sector will dominate the markets. $ASTS will be $250+ $RKLB will be $190+ $LUNR will be $30+ $RDW will be $20+ Don’t miss out…

@mrmikeinvestingJan 20, 2026 · 10:39 PM

Buy every dip you see on these 10 stocks, & you’ll thank yourself that you did at the end of 2026: 1. $ONDS ~ Building autonomous defense, security, & drone systems. 2. $EOSE ~ Enables long duration energy storage for the grid. 3. $ASTS ~ Building the communication layer for space based connectivity. 4. $RKLB ~ Building the future of space logistics. 5. $CIFR ~ Converts low cost power into digital infrastructure. 6. $NBIS ~ Provides GPU dense AI infrastructure at scale. 7. $IREN ~ Operates low cost, renewable powered data centers. 8. $ZETA ~ AI powered customer intelligence & marketing automation. 9. $TSLA ~ Scaling autonomy, robotics, & energy systems. 10. $RDW ~ Provides mission critical space infrastructure & components. These picks will create many millionaires this year, & you could be next…

@mrmikeinvestingJan 19, 2026 · 6:25 PM

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 ~ Becoming a core pillar of U.S. launch, & space systems. 3. $PL ~ Sells recurring earth imagery & analytics primarily to government, and defense customers. 4. $RDW ~ Supplies mission critical space hardware, & infrastructure to U.S. and allied defense programs. 5. $LUNR ~ Focused on lunar landers, & space services, leveraging NASA backed missions. 6. $FLY ~ Operates small lift launch, & lunar delivery systems. 7. $BKSY ~ Provides high cadence ISR data to defense, & intelligence customers. These 7 stocks are crucial for the future of the space sector…

@mrmikeinvestingJan 17, 2026 · 5:39 PM

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 Robotics ~ $TSLA, $RR, $PATH Energy ~ $EOSE, $OKLO Don’t miss your opportunity on these stocks… https://t.co/NhVsWQwDWA

@mrmikeinvestingJan 13, 2026 · 9:36 PM

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 energy storage for the grid. 3. $ZETA ~ AI powered customer intelligence & marketing. 4. $IREN ~ low cost, renewable powered data centers. 5. $ASTS ~ building the communication layer for space based connectivity. 6. $RKLB ~ building the future of space logistics. 7. $RDW ~ provides mission critical space infrastructure & components. 8. $PL ~ earth observation data, & analytics platform. 9. $TSLA ~ scaling autonomy, robotics, & energy systems. 10. $PATH ~ automates enterprise workflows with AI driven software. If you have these stocks in your portfolio you will be driven one step closer to financial freedom this year…

@mrmikeinvestingJan 13, 2026 · 12:52 AM

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 ~ $TSLA, $RR, $PATH Energy ~ $EOSE Do not miss out on these life changing opportunities available… https://t.co/2aiSaD8OYq

@mrmikeinvestingJan 9, 2026 · 6:48 PM

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 ~ $OSCR, $NVO, $UNH These picks will greatly outperform the S&P 500 this year… https://t.co/JVVp9s3phU

@mrmikeinvestingJan 9, 2026 · 3:46 AM

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 ~ building the future of space logistics. $ASTS ~ Building the space Communication layer. $RDW ~ Supplying critical space infrastructure and components. $PL ~ Providing earth observation data and analytics. All 4 of these companies are building the backbone of the space industry…