$SATS

@thevalueistMay 18, 2026 · 9:28 AM

$SATS - my Space Tracker pre. There is a reason my X profile image is and has been of SpaceX launch command. @GavinSBaker was a large buyer in the 12/31/25 period. As was Rokos in the 3/31/26 period. ———- (Bloomberg) -- Elon Musk said he’s back in Texas working on plans for an initial public offering of SpaceX as the rocket and artificial intelligence company gears up for the largest listing of all time.  “We’ve got to get the SpaceX IPO stuff going here pretty soon,” the billionaire said, giving a reason for appearing virtually, instead of in person, at the Samson International Smart Mobility Summit in Tel Aviv on Monday.   Elon Musk during a video interview at the Samson International Smart Mobility Summit in Tel Aviv, on May 18. Musk’s SpaceX, which has grown into one of the most influential companies in the space industry with billions of dollars in government contracts and considerable political sway, could file for an initial public offering as soon as this week, people familiar with the matter said. The rocket, satellite and artificial intelligence company is seeking to raise as much as $75 billion on a valuation of more than $2 trillion, Bloomberg previously reported. That would make it the largest IPO of all time.  Read More: Pentagon Defends Trump’s Golden Dome After $1 Trillion Estimate SpaceX is one of the companies helping to build out Donald Trump’s Golden Dome. The US Space Force has awarded $3.2 billion for prototypes of space-based interceptor prototypes — technology intended to destroy incoming missiles from orbit — to companies including SpaceX, Lockheed Martin Corp., Northrop Grumman Corp., RTX Corp. and Anduril Industries Inc.   Musk was one of the executives who traveled with Trump to China last week to join talks with Xi Jinping. Read More: China’s Secretive Missile Buildup Unearthed in Company Earnings Tesla Inc., Musk’s electric car company and one of the most expensive stocks on the S&P 500, has pledged to spend more than $25 billion this year to help build up “physical AI” for automobiles and robotics.  Musk said on Monday that he sees driverless cars with no safety monitors operating “widespread in the US by the end of this year.”  “And hopefully in Israel too,” he said. Musk said on an earnings call last month that Tesla wants to have “unsupervised” Robotaxis operating in “a dozen or so states by the end of this year.” Tesla has said the nascent ride-hailing business is on track to expand to Phoenix, Miami, Orlando, Tampa and Las Vegas in the first half of this year. Read More: How Musk Is Staking Tesla’s Future on AI and Robots: Explainer On the earnings call, Musk said the recent approval of Tesla’s controversial FSD driver-assistance product in the Netherlands sets the company up for “EU-wide approval” later in the second quarter. Tesla’s FSD software doesn’t render its vehicles autonomous and requires constant human supervision. In the announcement, the Dutch regulator noted the system approved in Europe is not the same version of FSD used in the US. Musk is aiming for two expansions of his FSD software: The US expansion of FSD in Robotaxis under no supervision, and the use of FSD software in EU Tesla models, where the driver is alert and able to take control of the vehicle.

@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.

@thevalueistMay 14, 2026 · 4:55 PM

$SATS continuing to grind higher on SpaceX IPO momentum. All-time high today. I'm long SATS 1/21/28 calls. Note: that when I created my first SpaceX write-up on 12/13/25, the market was at an $800bn EV, and now we are talking +$1.5tr EV. https://t.co/rSTmxw2xp0 https://t.co/NAPBMYIvNZ

@kaizen_investorApr 25, 2026 · 4:51 PM

The companies of the new Space ETF from Tema and their market cap: SpaceX: 1.5T (?) - 10.03% $ASTS: 22.4B - 7.13% $RKLB: 46.1B - 6.82% $PL: 12.3B - 6.16% $SATS: 33.9B - 5.06% $FTC: 800M - 4.71% $FPLSF: 2.2B - 4.70% $OHB: 6.4B - 4.35% $FLY: 5.6B - 2.25% $LUNR: 4.1B - 3.83% If you want to know why Tema gives so much exposure to Filtronic (FTC) with only $800M market cap? Read my analysis below 👇

@investmentguru_Apr 18, 2026 · 2:19 AM

Satellite Communications — The Invisible Backbone of the Digital World Key Players to Watch: $ASTS — AST SpaceMobile: Direct-to-phone connectivity from space, a potential game changer. $GSAT — Globalstar: Strategic spectrum assets with growing commercial partnerships. $SATS — EchoStar: Dish + satellite integration play with long-term spectrum value. $IRDM — Iridium Communications: Proven global network with strong government and aviation demand. $ETL — Eutelsat: European satellite leader pivoting toward LEO and broadband expansion. $TSAT — Telesat: Focused on next-gen LEO constellation (Lightspeed) for enterprise connectivity. $GILT — Gilat Satellite Networks: Ground infrastructure and satellite networking solutions provider. $VSAT — Viasat: In-flight connectivity and global broadband with expanding capacity. The Bigger Picture We are moving toward always-on, global connectivity: • Direct-to-device communication (no towers needed) • Rural and remote internet expansion • Military-grade secure networks • Aviation, maritime, and IoT connectivity Investment Insight This isn’t just telecom — it’s infrastructure for the AI + data economy. As data demand explodes, satellites will bridge the gaps where terrestrial networks fall short. The winners in this space won’t just connect people — they’ll connect the entire planet. While AI grabs headlines, satellite communications is quietly becoming one of the most critical layers of global connectivity. From direct-to-device networks to secure defense communication — this sector is entering a major expansion phase.

@investmentguru_Apr 17, 2026 · 10:28 AM

$NASA — The Space ETF Tema just launched the first pure-play space ETF with actual SpaceX exposure. Here’s what’s inside- Top Holdings: $ASTS — 7.91% $RKLB — 6.95% $PL — 6.68% $FLY — 5.42% $LUNR — 4.63% $SATS — 3.92% + SpaceX (private SPV) ~10–15% Key Stats: AUM: ~$144M Expense ratio: 0.75% 20–40 holdings Launched: March 31, 2026 Up ~17–20% since debut Why it matters: A space ETF without SpaceX is like a semis ETF without $NVDA. NASA fixes that. SpaceX IPO expected mid-2026 Not financial advice. DYOR.

@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 10, 2026 · 6:08 PM

$SATS

@thevalueistApr 3, 2026 · 3:29 PM

Not sure where this dataset originated or how clean it is — take it with a grain of salt — but directionally, it aligns with what’s been on the table for a while. I've been talking about $SATS since the original SpaceX deal… and this is exactly the kind of "trajectory" you’d expect once the Elon IPO hype machine hits the road. The setup has always been asymmetric. One of the key advantages of being long SATS vs. private SpaceX exposure: no lock-up. If SATS rips into an IPO-driven bid, liquidity is yours — you can exit whenever you want. Even better, you can express the view via SATS LEAPs — a containerized, path-independent way to get leveraged exposure into a potential Elon hype-driven event. That’s been my structure. There’s a reason my X profile pic is the SpaceX launch site 😀🚀 Some signals whisper. This one didn’t.

@thevalueistApr 2, 2026 · 7:47 PM

$SATS blast off. - (Bloomberg) -- SpaceX boosted its target IPO valuation above $2 trillion, according to people familiar with the matter, as the world’s most valuable startup gears up to pitch potentially the biggest-ever market debut. Billionaire Elon Musk’s rocket, satellite and AI company and its advisers are floating the figure to prospective investors in its initial public offering, the people said, ahead of meetings in the coming weeks. The so-called testing-the-waters briefings would likely include more detail that would support the valuation, Bloomberg News has reported. Read More: SpaceX Plans April Investor Briefings as IPO Questions Swirl At more than $2 trillion, SpaceX’s valuation would increase by nearly two thirds in a matter of months. The company’s acquisition of Musk’s xAI valued the combined company at $1.25 trillion, Bloomberg News reported in February. It would also be bigger than all but five of the companies in the S&P 500 Index — Nvidia Corp., Apple Inc., Alphabet Inc., Microsoft Corp. and https://t.co/SpqvHNUxpK Inc. It would be larger by that metric than Meta Platforms Inc. and Musk’s own Tesla Inc., the two other members of the so-called Magnificent 7 stocks. SpaceX has filed confidentially for an IPO that could take place in June, Bloomberg News reported Wednesday. The listing would make SpaceX the first of a potential trio of mega-IPOs, followed by OpenAI and Anthropic PBC, whose chatbots are rivals to SpaceX subsidiary xAI’s Grok. Read More: Is SpaceX Worth $1.75 Trillion? Key Questions for Musk’s Big IPO Deliberations are ongoing and details of the offering could still change, the people said, asking not to be identified as the information isn’t public. A representative for SpaceX didn’t immediately respond to a request for comment. What Bloomberg Intelligence Says:SpaceX leads launch and low-earth orbit communication/broadband offerings, with the xAI merger and planned IPO supporting investment in larger launch vehicles and data centers in space. Launch and Starlink still generate the majority of revenue, approaching $20 billion in 2026 as xAI is likely to garner less than $1 billion. Launch and Starlink are peer leaders with significant distance from rivals.— George Ferguson and Wayne Sanders, analystsClick here to read the research A listing for SpaceX would raise as much as $75 billion, Bloomberg News has reported. At that size, it would dwarf the biggest ever IPO, Saudi Aramco’s $29 billion debut in 2019. The company would use the funds to fund Musk’s vision of AI data centers in space and a factory on the moon. The billionaire’s grand plans will require unprecedented amounts of capital, and resources that span several of the companies he controls. Musk said in March that his Terafab project, which would eventually manufacture his own chips for robotics, AI and space data centers, will be jointly run by Tesla and SpaceX. Read more on IPOs: For the latest news on equity capital markets activity in the US, Canada and Latin America, follow the channel or visit NI BFWECMUS. To subscribe to ECM Watch, Bloomberg’s daily roundup of news from around the region, click here. SpaceX has picked Bank of America Corp., Citigroup Inc., Goldman Sachs Group Inc., JPMorgan Chase & Co. and Morgan Stanley for senior roles on the IPO, people familiar with the matter have said, and has added more banks to the lineup. The company has lined up a call with the broader bank syndicate on Monday, and there will be an analyst briefing later in April, a person familiar with the matter said. IFR and Reuters previously reported the syndicate call and analyst briefing respectively.

@thevalueistMar 25, 2026 · 2:33 PM

$SATS https://t.co/tcng44Ub4M

@thevalueistMar 6, 2026 · 10:24 PM

4 for 4 baby!!! First time ever! $VRT $COHR $SATS $LITE

@thevalueistFeb 27, 2026 · 9:44 PM

$SATS (Bloomberg) -- EchoStar shares jump as much as 10%, the most intraday since December, as SpaceX targets a confidential IPO filing as soon as next month, according to people familiar with the matter. A listing for SpaceX would raise as much as $50 billion, and the company could seek a valuation in the IPO of more than $1.75 trillion, according to some people.