$VOYG — FinTwit mentions on Surfaced

$VOYG — FinTwit mentions on Surfaced

Recent mentions

latest 100 of 244

@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.

@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

@spaceinvestor_dJul 9, 2026 · 8:13 PM

Is $VOYG working with $PLTR on SDA ? Wouldn't be far-fetched considering they announced this AI Powered Solutions partnership back in 2025... https://t.co/iDBTSO9uXW

@spaceinvestor_dJul 9, 2026 · 1:46 PM

$VOYG: Congress members buying the stock, combined with this morning’s news suggests something big is brewing at Voyager Technologies. 👀 https://t.co/1zUO2QmtJV

@spaceinvestor_dJul 9, 2026 · 1:02 PM

$VOYG: Voyager Technologies was awarded a contract to deliver an agentic-AI spectrum operations platform for an undisclosed program. "There is a critical and urgent need for intelligent tools that help operators optimize everything from mission management and command and control to intelligence extraction and exploitation of ground, sea, air and space systems, enabling them to move smarter and faster," said Matt Kuta, president, Voyager. "Our agentic solution is a total spectrum operations platform that supports a broader ecosystem across domains."

@spaceinvestor_dJul 9, 2026 · 11:03 AM

$VOYG / $LUNR: NASA Awards Contracts for Mars Advanced Surface Mobility Technology NASA has selected seven companies for contract awards under the Mars Exploration Program’s Science Transport and Robotic Innovation for Deployment and Exploration, or STRIDE, initiative to advance next-generation commercial robotic surface mobility for future Mars exploration. The STRIDE awards will support the development of innovative robotic mobility systems that may enable future Mars missions to access more challenging terrain, travel greater distances, and investigate scientifically valuable regions that are difficult to reach with current mobility systems. The STRIDE awards have a total potential value of approximately $17 million with a period of work targeted to begin in Fall of 2026. Contract awardees are: •AeroVironment •Astrobotic •Venturi Astrolab •Ground Control Robotics •Honeybee Robotics •Intuitive Machines •MEI Technologies STRIDE demonstrates NASA’s commitment to strong public-private partnerships, allowing the agency to explore new approaches for Mars surface exploration while identifying key capability gaps and development needs for commercial systems that could operate and traverse realistic Martian environments. https://t.co/lM6AdflQM1

@spaceinvestor_dJul 8, 2026 · 8:57 PM

$VOYG / $LUNR Both companies appear to have been selected for the NASA STRIDE awards. Still awaiting official news release from NASA. *Voyager Technologies via Astrobotic

@pelositrackerJul 8, 2026 · 1:50 PM

Something worth watching Rep. Maria Salazar (R) bought Voyager Technologies $VOYG on June 15th Voyager builds defense systems and sells them to governments around the world What makes it interesting is that Salazar sits on the House Foreign Affairs Committee That committee oversees the State Department, which approves every international arms deal a defense company like Voyager wants to make

@spaceinvestor_dJul 8, 2026 · 12:07 PM

$VOYG: Starlab announced a reservation agreement with Space LiinTech Inc. (SLT), a South Korea-based space biopharma company developing AI-enabled microgravity research and manufacturing platforms. Through the agreement, Space LiinTech has secured future access to Starlab’s commercial microgravity laboratory, supporting the development of AI-enabled research and manufacturing capabilities in low Earth orbit.

@spaceinvestor_dJul 6, 2026 · 10:39 PM

@BlackScholesMan Great article as always, Mike. I'd be curious to hear your thoughts on $VOYG's throttleable solid rocket motor technology. It's one of the company's fastest growing businesses year over year, and its unique capabilities seem to set it apart.

@spaceinvestor_dJul 6, 2026 · 1:26 PM

$VOYG: Voyager closed a $250 million credit facility led by J.P. Morgan. The upsized facility expands Voyager’s financial flexibility, providing liquidity at scale to support accelerating customer demand across the company’s space, defense and national security portfolio. "We continue to maintain a fortress balance sheet," said Phil De Sousa, chief financial officer, Voyager. "We are building a generational defense and space company, and this capital position reflects the confidence our financial partners have in where we’re headed." Effectiveness of the commitments and availability of funds under the syndicated credit facility are subject to the terms of the credit agreement.

@spaceinvestor_dJul 4, 2026 · 8:27 PM

$RDW / $VOYG I believe we’re about to see massive investment flow into space pharma over the next few years. This sector is still flying under the radar, but I don’t think it’ll stay that way for long. https://t.co/jV0GYFYwdu

@spaceinvestor_dJul 2, 2026 · 3:52 PM

$VOYG: Starlab and The Ohio State University are accepting proposals for a Parabolic Flight Research Campaign in Switzerland, Sept. 7–11, 2026. Priority research areas include space biology and agriculture, advanced materials and manufacturing, technology development and demonstration, and bioastronautics and human performance. Feels like two of my favourite space names might be teaming up once more in the near future $VOYG 🤝 $RDW

@spaceinvestor_dJul 1, 2026 · 10:22 PM

NASA's 2025-2026 Announcement of Collaboration Opportunity (ACO) Awards $RDW: Advanced Regolith Sintering for Thermal Management on the Lunar Surface $VOYG (Astrobotic): Advancing Scalable Spacerless Multi-Layer Insulation Enclosures Toward Flight Readiness $RKLB (Motiv): Risk Reduction for the Commercialization of Future ISAM Missions Leveraging the Fly Foundational Robots Platform Blue Origin: Space to Surface Deceleration Capabilities Assessment Starcloud: Flight Demonstration of High-Performance Computing for In-Orbit Autonomy and Exploration Varda: Heating Augmentation Tips for In-Flight Testing of Advanced Thermal Protection Systems Full list: https://t.co/9qGsee3MRF

@spaceinvestor_dJul 1, 2026 · 3:23 PM

$VOYG: Voyager is doing wonders in our $100K challenge today, following NASA’s Astrobotic CLPS awards announced yesterday. We saw that one coming 🫡 https://t.co/f89tmtdpi8

@spaceinvestor_dJul 1, 2026 · 9:40 AM

$VOYG: Wedbush analyst Sam Brandeis assumed coverage of Voyager Technologies with an Outperform rating and price target of $46. "The company is at the intersection of two of the most consequential priorities in U.S. national security spending, the buildout of layered missile defense under Golden Dome and the commercial transition of low Earth orbit," the analyst tells investors in a research note. Wedbush believes the market is "mispricing" Voyager as a "single story when it is in fact two." The company should not be viewed as a speculative space station bet, but rather as a profitable defense technology platform with record backlog that is validated by tier-one primes, contends the firm.

@spaceinvestor_dJun 30, 2026 · 7:09 PM

$VOYG: Congrats to the Voyager team! With two new awards valued at about $140M each, the Astrobotic agreement just paid for itself... Earlier this month, Voyager signed an agreement to acquire Astrobotic Technology. The transaction is subject to customary regulatory approvals and is expected to close by early July 2026 for up to approximately $300 million, including contingent consideration, payable in a combination of cash and stock.

@spaceinvestor_dJun 30, 2026 · 6:53 PM

$LUNR / $FLY / $VOYG The value is roughly $140M per award, or $280M for Astrobotic (agreement with Voyager) across the two landers.

@spaceinvestor_dJun 30, 2026 · 6:42 PM

$VOYG / $LUNR / $FLY Breaking: NASA select Astrobotic, Intuitive Machines and Firefly for additional CLPS missions under the new Moon base initiative.

@spaceinvestor_dJun 30, 2026 · 1:16 PM

$LUNR / $FLY / $RDW / $VOYG A lot of speculation that NASA might award CS-8 task order under CLPS 1.0 today! This is NASA's first dedicated Moon Base payload delivery solicitation. Multiple awards are expected, with deliveries targeted for late 2028 through FY2029. There's roughly $2B remains available under the current CLPS IDIQ. It make sense since there's remaining capacity under the CLPS 1.0 IDIQ, ahead of CLPS 2.0 this September.

@spaceinvestor_dJun 30, 2026 · 1:04 PM

$VOYG: Voyager Technologies will host its second quarter 2026 earnings results conference call Tuesday, August 4, 2026, at 9AM ET. Second quarter 2026 results will be published after the market closes Monday, August 3, 2026. https://t.co/e9M3qqwGky

@spaceinvestor_dJun 27, 2026 · 11:38 PM

$VOYG: Max Space announced it has been selected for NASA funding throughthe agency’s Announcement of Collaboration Opportunity (ACO) program. The workwill accelerate testing of MaxSpace’s expandable habitat technology for future human lunar surface applications Earlier this year, Voyager announced a multi-million-dollar strategic investment in Max Space to advance the development of next-generation expandable space habitats supporting sustained lunar operations and future deep-space missions.

@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.

@spaceinvestor_dJun 22, 2026 · 2:15 PM

$INFQ / $VOYG: Infleqtion today announced the launch of America’s Quantum Space Initiative, bringing together founding innovators including Voyager Technologies, Monarch Quantum, Armada, and the University of Colorado Boulder to help advance the development and deployment of quantum technologies for future space systems. The initiative is designed to foster collaboration across industry, academia, and government to accelerate innovation, expand opportunities for quantum technologies in space, and strengthen U.S. leadership in next-generation technologies.

@spaceinvestor_dJun 21, 2026 · 2:07 AM

$VOYG: Voyager featured in The Globe and Mail today. "NASA awarded Astrobotic $323 million for its Griffin mission, which, if it succeeds and leads to semi-regular follow-on missions, could mean that, at the stated "up to $300 million" purchase price, Voyager is getting Astrobotic for less than 1 times sales. There's also the potential for Astrobotic to win back NASA's $610 million VIPER lander contract for Griffin. This was originally awarded to Astrobotic, then reassigned to Blue Origin when Astrobotic's Peregrine failed to reach the moon. Now that Blue Origin has suffered its own catastrophic setback, there's reason to hope a successful Griffin landing could bring VIPER back to Astrobotic, and to Voyager Technologies, to stay." https://t.co/cFbGZljqez

@spaceinvestor_dJun 20, 2026 · 3:37 PM

$VOYG: Earlier this month, I had the chance to sit down with Dylan Taylor, Chairman and CEO of Voyager, to discuss their agreement to acquire Astrobotic, a lunar logistics and robotics company. The conversation dives into Voyager’s broader lunar strategy and is packed with insights on where they’re headed next. Sharing the transcript below, hope you find it useful, I sure did.

@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.

@spaceinvestor_dJun 19, 2026 · 4:33 PM

@SigmaFemale1818 @Starlab_Space future acquisition for $VOYG ?👀

@spaceinvestor_dJun 17, 2026 · 1:00 PM

$LUNR / $FLY / $RDW / $VOYG The European Space Agency just released two Lunar calls: 1. Request for Information: Commercial Lunar Data Products for Exploration Science. Data about Lunar environment, lunar ressources and landing site characteristics. 2. Lunar Science Building Blocks: An Announcement of Opportunity for Scientific Instruments for Moon Exploration. Develop and advance orbital and surface lunar exploration missions.

@spaceinvestor_dJun 15, 2026 · 5:04 PM

$VOYG: Astrobotic's Griffin-1 lunar lander is nearing the end of final assembly. Voyager announced an agreement to acquire Astrobotic last month. https://t.co/zgKrkE0qZD

@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.

@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.

@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?

@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%

@spaceinvestor_dJun 10, 2026 · 10:32 PM

$VOYG: Starlab is uniquely positioned to capitalize on the coming wave of space-based drug discovery. Microgravity uncovers possibilities only space can offer, increasing the accuracy of disease research and drug testing, accelerating drug development, and improving implant manufacturing, allowing the development of advanced therapies for leukemia, Parkinson’s, diabetes, osteoporosis and Alzheimer’s, among others.

@spaceinvestor_dJun 10, 2026 · 4:38 PM

$VOYG: The German Aerospace Center (DLR) and Starlab Space LLC have signed an agreement securing a minimum payload capacity of 10 mid-deck locker equivalents (MDLE) on the Starlab Space Station for at least the first four years of its operation. The German Aerospace Center (DLR) and Starlab Space LLC have signed an agreement securing a minimum payload capacity of 10 mid-deck locker equivalents (MDLE) on the Starlab Space Station for at least the first four years of its operation.

@spaceinvestor_dJun 9, 2026 · 8:40 PM

$RDW / $VOYG: "The range of commercial opportunities is expanding as foundational aerospace industries set the necessary infrastructure. Morgan Stanley predicts the space economy could surpass $1 trillion by 2040, and while industries from semiconductors to fiber-optic cables stand to benefit, medicine could see the most immediate disruption." https://t.co/9Kr8yeZceG

@spaceinvestor_dJun 8, 2026 · 11:30 AM

$VOYG: (02/06) Morgan Stanley's initial take on Voyager's agreement to acquire Astrobotic: • Expands Voyager's exposure to the lunar economy through landers, surface mobility, and power infrastructure • Strengthens its position within NASA's lunar exploration ecosystem and CLPS program • Adds capabilities spanning lunar delivery, navigation, autonomy, propulsion, and power distribution • Values Astrobotic at ~2.9x 2025 revenue, with the transaction expected to close in Q3 2026

@spaceinvestor_dJun 7, 2026 · 8:14 PM

$RDW / $VOYG: LUNAR DUST DEFENSE With NASA’s Artemis campaign accelerating and a growing pipeline of Lunar missions, the Moon is set to see a steady cadence of landings, rovers, cargo deliveries, and eventually surface power and habitat systems over the coming years. That brings a less visible but critical constraint into focus: lunar dust. Lunar dust consistently ranks among the highest uncertainty engineering risks for sustained lunar operations because its system wide impact is still not fully bounded across missions and time. Each landing sends abrasive regolith at high velocity, each rover landings lifts fine particles that behave almost like an electrostatically charged fluid, and every exposed surface asset, especially solar arrays, becomes a long duration accumulation point for dust. As activity shifts from isolated missions to repeated deployments and eventually infrastructure buildout, the key question is no longer whether dust is a problem, but how quickly it compounds across an emerging lunar economy. Future NASA and commercial lunar missions will rely heavily on solar arrays for surface power, yet lunar dust remains a major unresolved operational risk. Landing plumes and routine surface operations can rapidly degrade array performance by coating surfaces and reducing power output. The actual magnitude and evolution of these losses over time is still not well quantified, which is why dust mitigation is now a mission critical design requirement for any long duration surface system. -- Three complementary approaches are emerging: ✅NASA's Electrodynamic Dust Shield (EDS) Embedded electrodes generate traveling electric fields that lift and repel dust from surfaces. Best for: optics, visors, radiators, high precision surfaces -- ✅Voyager's Clear Dust-Repellent Coating (CDRC) Nano engineered surface treatments reduce how strongly regolith adheres in the first place by lowering surface energy. Best for: large exposed structures like habitats, suits, rover bodies -- ✅Redwire's Dust Mitigation for Flexible Solar Arrays (DMFlex-ACO) Roll out solar arrays can incorporate vibration or pulse based shedding to actively dislodge accumulated dust. Vertical deployments also reduce initial dust buildup by geometry, especially in polar environments. Best for: large scale surface power systems -- The real answer is not one solution, but a layered system. A likely lunar architecture could look like this: A vertical solar arrays providing bulk power and mechanical shedding with passive coatings protecting structural elements and interfaces and an active electrodynamic cleaning reserved for high sensitivity components. Dust is a systems engineering constraint. The winners will be the ones that design around it from day one, not bolt on fixes later. This is why I believe companies like Redwire and Voyager Technologies are well positioned to benefit, with complementary technologies that each address different parts of the problem.

@spaceinvestor_dJun 6, 2026 · 2:38 PM

Year-to-date performance across the space sector. Which company are you most bullish on ? $SATL: 263% $IRDM: 167% $MNTS: 160% $SPIR: 119% $RDW: 104% $VSAT: 79% $BKSY: 67% $LUNR: 64% $PL: 58% $AMPG: 58% $FLY: 52% $VOYG: 50% $RKLB: 45% $SPCE: 33% $MDA: 24% $ASTS: 12% $SIDU: -3% $VELO: -4% $YSS: -13% $HAWK: -26%

@jasonl_capitalJun 4, 2026 · 9:13 PM

9. $VOYG - Voyager Technologies Building Starlab - the commercial space station designed to replace the ISS, launching on SpaceX Starship. Raised full-year guidance to $230-255M. Record $275M backlog up 54% YoY. Multiple Golden Dome awards. The longest-duration bet on this list, but the post-ISS era is coming.

@midascabalJun 4, 2026 · 6:38 PM

I called $VOYG at $28.7 for a +68% gain. Posting my next trade on my FREE discord (40k+ members). Join here: https://t.co/RmuXXkPCj6 https://t.co/STPueeqtyK

@spaceinvestor_dJun 3, 2026 · 12:27 PM

$VOYG: Wolfe Research raised their price target on Voyager to $55 from $35 and keeps an Outperform rating on the shares. The company has been riding the space-wave recently and two updates this week add foundation to the move, the analyst told investors in a research note. The firm says Voyager's Astrobotic deal broadens its space infrastructure position while the Starlab update is "also incrementally positive" versus the previously proposed path.

@spaceinvestor_dJun 3, 2026 · 12:21 PM

$VOYG: Via Astrobotic, Voyager will become a CLPS prime contractor. Astrobotic was one of the original nine companies selected by NASA in November 2018 for the Commercial Lunar Payload Services (CLPS) program catalog. This allows them to bid on task orders to fly NASA payloads to the lunar surface. Later this year, Astrobotic’s Griffin Mission One (Griffin-1) will help demonstrate commercial lunar landing and mobility capabilities, deliver NASA and international partner payloads to the lunar South Pole region, and support the development of technologies needed for future surface operations on the Moon.

@spaceinvestor_dJun 2, 2026 · 6:36 PM

$VOYG: Talking with Dylan Taylor about Voyager’s agreement to acquire Astrobotic in 30 minutes. Don’t miss it.

@spaceinvestor_dJun 2, 2026 · 6:03 PM

$RDW / $VOYG: LunaGrid could emerge as a defining piece of the lunar power infrastructure, with Voyager and Redwire positioned right at the core of it. Astrobotic’s upcoming Griffin launch (targeting 2026) is the first real testbed for its high-voltage cable, reel, and power conversion system, aiming to push 1 kW-class transmission across 100 to 500 meters on the lunar surface. That demo is the gateway to scaling a true surface power grid. Redwire’s Roll-Out-Solar-Array is the solar power generation backbone feeding the system, integrated into Astrobotic's Vertical Solar Array Technology (VSAT).

@spaceinvestor_dJun 2, 2026 · 3:09 PM

$VOYG: Another banger! Go Voyager 🚀 https://t.co/GjPxybhvtq

@spaceinvestor_dJun 2, 2026 · 1:53 PM

@Temaetfs Can't take you seriously without decent $RDW and $VOYG exposure.

@spaceinvestor_dJun 2, 2026 · 1:45 PM

$VOYG: Voyager just announced an agreement to acquire Astrobotic, a lunar logistics and robotics company. Join us today at 3PM ET for a live talk with Dylan Taylor, Voyager's Chairman and CEO, to talk Lunar strategy. Set your reminder below. 👇 https://t.co/fdaz9v9It4

@spaceinvestor_dJun 2, 2026 · 12:53 PM

$VOYG: The additions of Astrobotic and Max Space significantly expand Voyager's exposure to the lunar economy, strengthening its position as a vertically integrated space infrastructure platform. This represents a significant TAM expansion. https://t.co/qtQgC62GcL

@spaceinvestor_dJun 2, 2026 · 12:37 PM

$VOYG: Voyager is hosting a shareholder and analyst conference call to provide an overview of the transaction at 9AM ET. Hosting the call will be Chairman & CEO Dylan Taylor, President Matt Kuta, Chief Financial Officer Phil De Sousa and President of Voyager’s Defense and Space Segment Matt Magaña. Link: https://t.co/EkBunLyhSG

@itschrisrayJun 2, 2026 · 11:25 AM

@SpaceInvestor_D Wow, pretty big for them. $VOYG has been doing well recently.

@spaceinvestor_dJun 2, 2026 · 11:17 AM

$VOYG: Voyager Technologies signed an agreement to acquire Astrobotic, the Pittsburgh-based pioneer of commercial lunar delivery, lunar power and reusable rockets. Astrobotic is a key strategic acquisition in the company’s lunar initiative road map: the hardware and operational capability to land on the lunar surface, sustain life and execute critical missions. "We are building the infrastructure foundation that will make America’s permanent presence on the Moon a reality,” said Dylan Taylor, Chairman & CEO, Voyager. "Achieving that vision requires robust operational systems that match the resilience necessary for critical, repeatable missions. With Astrobotic, Voyager is now a lunar platform that will have capability at every infrastructure layer needed to put Americans on the lunar surface and keep them there." The acquisition directly supports NASA’s Artemis program and Administrator Jared Isaacman’s commitment to a permanent American presence on the Moon by 2028. Voyager intends to accelerate investment to scale Astrobotic’s lunar and reusable rocket programs in support of America’s Moon Base plans.

@spaceinvestor_dJun 1, 2026 · 7:25 PM

May 1st vs. June 1st $RDW $9.34 / $20.61 $RKLB $78.81 / $124.31 $LUNR $25.62 / $38.38 $ASTS $70.89 / $105.76 $VOYG $26.60 / $47.67 $PL 36.90 / $47.33 I’m trying to find this "pullback" everyone keeps talking about.

@spaceinvestor_dMay 31, 2026 · 3:41 PM

These are the public companies I follow daily to track the health of the space economy. Only the very best: End-to-End $RKLB Lunar Services $LUNR / $FLY Infra & Defense $RDW / $VOYG Comms $ASTS / $AMPG Earth Observation $PL / $BSKY Sats & Robotics $MDA

@spaceinvestor_dMay 30, 2026 · 5:08 PM

$VOYG: Voyager’s quarterly revenues are expected to nearly triple by year-end, rising from $35.2M in Q1 2026 to $90M in Q4 2026, driven by strong demand across defense, national security, and space programs. https://t.co/9lcdkRXjYe

@spaceinvestor_dMay 30, 2026 · 1:06 PM

WEEKLY PERSPECTIVE We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns. $SATL 385% $MNTS 194% $SPIR 192% $RDW 172% $PL 151% $LUNR 145% $BKSY 133% $VSAT 114% $FLY 96% $RKLB 89% $SPCE 88% $VOYG 78% $MDA 45% $VELO 45% $ASTS 36% $AMPG 35% $SIDU 13% $YSS -3% $HAWK -3% Which one is your top pick for the rest of the year?

@stocksavvyshayMay 27, 2026 · 6:55 PM

NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure. The goal is astronauts living on the lunar surface for months at a time by the early 2030s. $RKLB, $SPCX, $ASTS, $PL, $LUNR, $FLY, $VOYG, $RDW https://t.co/ORJvxJxKDa

@jasonl_capitalMay 27, 2026 · 12:19 PM

7. $VOYG - Voyager Technologies Building Starlab, the commercial space station positioned to replace the ISS. Raised FY2026 guidance to $230-255M with a $275M backlog up 54% YoY. Multiple Golden Dome program awards. Still pre-profit, but this is a long-term infrastructure play on the post-ISS era.

@spaceinvestor_dMay 26, 2026 · 1:13 PM

$VOYG: Voyager Awarded $16.5M DARPA Contract Voyager was awarded a DARPA Burn n’ Go Phase 2 contract, valued at $16.5 million, to advance the development of a new propellant-embedded control technology that gives solid rocket motors (SRMs) tailorable, post-manufacturing thrust control that enables improved performance and manufacturing efficiency. "This award reflects confidence in our ability to translate advanced propulsion technologies into field-ready capabilities that support U.S. national readiness and deterrence," said Matt Magaña, president, Space, Defense & National Security, Voyager. "Our approach is designed not only to demonstrate performance gains at the system level, but to establish a credible path to industrialization that can reshape how solid rocket motors are produced, mission tailored and controlled." The award follows the successful completion of Phase 1, during which Voyager developed a conceptual system architecture and conducted detailed trade studies and preliminary designs to assess the viability and feasibility of the proposed technology. Phase 1 concluded with a Conceptual Design Review, validating the technical approach and positioning the program for hardware demonstration and manufacturing maturation.

@spaceinvestor_dMay 26, 2026 · 12:03 PM

$LUNR / $FLY / $RDW / $VOYG Today could mark a major milestone for lunar exploration and the future of space habitats.

@spaceinvestor_dMay 25, 2026 · 9:38 PM

🚨 MAY 26: A POTENTIALLY HUGE DAY FOR THE LUNAR SECTOR Tomorrow at 2:00 PM EDT, NASA will unveil its updated lunar strategy and outline the next phase of its plans for a sustained human presence on the Moon. The agency says leadership will discuss program progress, mission plans, and new industry partnerships. Potential tailwind for names like $LUNR, $FLY, $RDW, and $VOYG. I'll be watching closely.

@tradableastroMay 25, 2026 · 9:11 PM

$FLY closed $49.50 Friday. Up 15.49%. IPO base breakout. Held the 50% retracement. Knocking on $50. Above $50 this gets explosive. The $60/$65 spreads we called for June 18 are already up 150%. GEX magnet sitting at $65 with 10K open interest. Space is the #1 sector. The setup is clean. $ASTS l $RKLB l $UFO l $SPCX l $VOYG

@tradableastroMay 24, 2026 · 3:23 PM

Aion Index update. 05/24. 1190 tickers scored across 31 sector profiles. Here's the full breakdown of what the model is showing right now. $WOLF is the standout. 16-day streak. Ranked #7. Up 90.1% since added. EV/Autonomy profile. That is not a typo. The index has been holding this name for over three weeks and it keeps climbing. $AMPG takes the #1 spot today. Quantum profile. 5-day streak. +36.2% since added. Quantum is making a serious push into the rankings this week. Speaking of Quantum 4 names just entered or held the top 20. $AMPG at #1. $RGTI at #11. $QBTS at #16. $INFQ at #19. That kind of sector concentration in the top 20 is a signal worth paying attention to. Space is still dominant. $RDW at #6 with a 7-day streak and +25%. $VELO at #8. $SIDU at #9. $VOYG at #12 with +16.3%. $SATL at #15 with +7.8%. Five Space names in the top 20 the sector rotation we've been calling all month is still fully intact. Solar is back. $ENPH just entered the top 20 at #3 with a 6-day streak and +21.1%. $SEDG holding at #20. Something to watch as the sector heats back up. EV/Autonomy is also showing up. $FCEL at #2 with +23.7%. $AEVA at #4 with +19.9%. $WOLF at #7 with +90.1%. The weakest names right now are almost entirely China. $FUTU, $TIGR, $BILI, $GDS, $HUYA, $LU, and $YINN all sitting in the bottom 20 with scores of 0. China is where the model is saying stay away. Metals laggards continuing $JNUG and $NUGT both in the bottom 20. Crypto laggards $CONL, $CAN, $SBET, $MSTY all scoring near zero. The strongest ticker globally: $AMPG. The weakest: $FUTU. Three themes leading: Quantum. Space. EV/Autonomy. Three themes to avoid: China. Metals. Crypto laggards. 1190 tickers. 31 profiles. Updated daily. This is the edge. (Annual plans are now availble, link in bio)

@spaceinvestor_dMay 23, 2026 · 3:35 PM

WEEKLY PERSPECTIVE Big week of momentum across the space sector. Here’s where we stand on YTD returns: $SATL 441% $IRDM 175% $SPIR 171% $BKSY 130% $PL 117% $LUNR 114% $FLY 108% $VSAT 98% $RDW 94% $RKLB 79% $VOYG 61% $AMPG 54% $MDA 40% $VELO 39% $ASTI 32% $ASTS 27% $MNTS 29% $SIDU 18% RECENT IPOs $HAWK -10% $YSS -14% We can see that despite strong momentum in the sector, recent IPOs like HAWK & YSS are underperforming the broader space names. Buying at peak hype is rarely the best move, patience and selective entry points tend to work better.

@spaceinvestor_dMay 23, 2026 · 1:57 PM

Week 10 (May 16) was a strong one. With Q1 earnings now behind us, it was an active rebalancing week. Having deep knowledge of these companies ahead of time allowed us to capitalize on post-earnings dislocations while algos sold first and analyzed later. That week I trimmed (small): $RKLB at $118 $VOYG at $33 $LUNR at $34 And added into post-earnings weakness: $ASTS at $73.50 $AMPG at $2.34 The account gained over 20% that week, driven by space sector earnings momentum and continued rotation into the group. It was less about any single move and more about the broader sector catching a bid at the same time, with positioning already in place. A reminder that when sentiment and fundamentals align, things can move fast. Week 10 closed at $159,595.19

@spaceinvestor_dMay 23, 2026 · 1:57 PM

Week 9 (May 9) was earnings week. The account jumped 19% following stellar earnings releases from $VOYG, $RDW, but especially $RKLB. What stood out to me most that week was not just the price action, but the volume and broad strength across the entire space sector. It felt like capital was rotating back in aggressively, and that we were entering a new phase of momentum ahead of a potential SpaceX IPO cycle. Comment of the week: "Next week will be important as well. I’ll be watching $ASTS earnings on Monday very closely" Week 9 closed at $133,542.54

@spaceinvestor_dMay 23, 2026 · 1:57 PM

Week 3 was a macro-driven dip across the board. I used the weakness to add selectively: • $RKLB at $65 • $VOYG at $25.50 • $MNTS at $4.50 The MNTS timing was intentional, positioned just ahead of the Vigoride-7 launch, with several near-term catalysts and updates expected to support sentiment in the short to medium term. That week also featured NASA’s IGNITION event, which reinforced the broader direction: a stronger push toward sustained lunar presence and infrastructure. Despite the macro headwinds, the signal was clear. Space is moving higher on the strategic priority list, especially around the Moon. Week 3 closed at 90,051.10

@spaceinvestor_dMay 23, 2026 · 1:57 PM

Week 2 started with a key addition: I added $RKLB at $72.50 following the $1B ATM. I explained to subscribers why I viewed this as positive, given Rocket Lab’s track record as a disciplined capital allocator. New adds that week: • $RKLB at $72.50 • $LUNR at $16.50 • $VOYG at $26.00 • $RDW at $9.05 • $ASTI at $5.00 Despite broader risk-off pressure, I didn’t see a change in fundamentals or forward outlook across the portfolio names, so I continued to accumulate selectively into weakness. By the end of the week, allocation had shifted to 79% equities and 21% cash. Portfolio value at Week 2 close: $98,753.56

@spaceinvestor_dMay 23, 2026 · 1:57 PM

On March 10, I launched a new $100K portfolio for subscribers with one goal: document my investment process in real time. After the first week, the portfolio was split between $VOYG, $RDW, and $LUNR, while keeping roughly 55% in cash. My initial entries were: • $VOYG at $26.25 • $RDW at $9.38 • $LUNR at $17.38 The large cash position was intentional. I wanted the flexibility to take advantage of risk-off selloffs while still maintaining meaningful upside exposure. There was no urgency to deploy capital. I preferred to stay patient and selectively add on weakness when opportunities presented themselves. Portfolio value at the end of Week 1: $100,892.04

@tradableastroMay 22, 2026 · 11:39 PM

Here's how the Sp🅰️ce sector index is ranked right now. $RDW #1. Score 99/100. $VELO #2. Score 98/100. $SIDU #3. Score 95/100. $VOYG #4. Score 92/100. $SATL #5. Score 87/99. $ASTS #6. Score 85/99. $RKLB #9. Score 80/99. $FLY #10. Score 76/99. The whole sector is in motion.

@spaceinvestor_dMay 22, 2026 · 6:13 PM

$VOYG: Voyager quietly doing its thing, trading at a new 52wk high 🚀

@spaceinvestor_dMay 22, 2026 · 5:16 PM

The Subscribers Space Catalyst portfolio is up 80% in less than 3 months since inception. Current holdings: $RDW $RKLB $ASTS $LUNR $VOYG $MNTS No leverage. No options. No day trading. Only focused research, conviction, and strong catalyst-based timing. Join the fun! https://t.co/NNColNgbft

@tradableastroMay 21, 2026 · 8:15 PM

The AION Index global leaderboard across 1,186 tickers. Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG. EV, Solar, Space, AI Infra, and Defense dominating the top 20. $WOLF on a 15 day streak up 88.3%. $DGXX on a 13 day streak up 48%. $RKLB on a 10 day streak up 17.6%. The market is telling you exactly where it wants to go. Follow the leaderboard not the headlines.

@spaceinvestor_dMay 21, 2026 · 1:03 PM

$VOYG: Starlab Space Stations and 1789 Capital announced 1789 Capital’s strategic investment in Starlab. The investment reflects mounting confidence that Starlab, the U.S.-led joint venture, next-generation commercial space station, represents a durable and commercially grounded cornerstone of the post-International Space Station (ISS) low-Earth orbit (LEO) economy. "As the ISS approaches retirement, we cannot afford a gap in American presence in low-Earth orbit while the Tiangong is expanding and competing for dominance in the orbital economy," said Matt Kuta, president, Voyager Technologies. "Starlab is how the United States answers that challenge, not just for the commercial market, but for every national security and scientific mission that depends on assured access to LEO."

@spaceinvestor_dMay 20, 2026 · 1:20 PM

$RDW / $VOYG I love seeing two of my favourite companies working together to advance next-gen spacecrafts propulsion in VLEO 🤝

@spaceinvestor_dMay 20, 2026 · 1:14 PM

$VOYG / $RDW: Voyager Technologies was awarded a subcontract by Redwire, the prime contractor for the DARPA Otter program, to supply its high-precision Acceleration Measurement System (AMS). "Missions like Otter demand precise, repeatable thrust control, and that’s exactly what our system delivers," said Matt Magaña, president, Space, Defense & National Security, Voyager. "This flight-proven hardware has performed flawlessly on several of NASA’s high-profile missions. We’re bringing that same level of precision to Redwire and DARPA, helping unlock a new class of maneuverable spacecraft in VLEO." Otter requires the frequent use of propulsion to stay in orbit in VLEO, experiencing greater atmospheric drag and gravity pull. This ability to maneuver, or delta-V, is critical to every action a spacecraft performs, from raising or lowering orbit to various operations and deorbiting. Voyager’s AMS system delivers the ultra-precise delta-V and acceleration measurements required.

@tradableastroMay 18, 2026 · 7:03 PM

While SPY pulls back the Space sector leaderboard on the AION Index tells a different story. $RDW ranked 1st in sector. $RKLB sector score 98, global score 99. $VOYG global score 100. $FLY global score 99. $ASTS global score 99. $MNTS global score 97. Five names in the Space sector sitting at 97 or above globally out of 1,185 tickers. The sector is not following the market lower. That is where the strength is today.

@spaceinvestor_dMay 16, 2026 · 4:35 PM

WEEKLY PERSPECTIVE With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us. $SATL 402% $SPIR 156% $IRDM 134% $PL 104% $LUNR 90% $BKSY 86% $VSAT 85% $FLY 70% $RKLB 64% $RDW 56% $VOYG 24% $MDA 23% $VELO 12% $ASTS 1% $HAWK -5% $SIDU -7% $YSS -29% This is wild...

@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.

@spaceinvestor_dMay 16, 2026 · 1:44 PM

I am a huge fan of Elon. What he has built at Tesla and SpaceX is extraordinary. But I will not buy SpaceX on IPO day. A lot of the early hype will not come from price discovery. It will come from private holders trying to turn their rare early access into massive premium, and retail will most likely end up paying extra for that excitement. No disrespect to a16z or Ark. I respect their work, their access, and their legacy. But let’s be honest, when they are already sitting on private shares, the enthusiasm is not exactly neutral. SpaceX IS the greatest space company ever built. That does not automatically make it the best risk reward on IPO day. If you believe in the space supercycle, I think the cleaner 100x opportunities may still be in the shadows, in companies building critical infrastructure rather than owning the headline. Names like $ASTS, $RKLB, $RDW, $LUNR, $VOYG, and maybe others, could offer more upside because they are earlier in their operating and valuation curves. I get the bull case for SpaceX. I really do. I'm still dreaming about humanity becoming multiplanetary, that's why I invest in Space in the first place. The idea of Optimus robots mining the Moon, autonomous factories in orbit, and mass drivers launching rare earth minerals across the solar system sounds like science fiction becoming reality. And honestly, nobody has pushed that future forward more aggressively than Elon and SpaceX. I just think the next big multiple expansion in space may be easier to catch in the builders still under the radar than in the Goliath everyone already wants to own.

@stocksavvyshayMay 16, 2026 · 1:44 PM

SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers. That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $RKLB: ~$2.2B • $FLY: ~$1.3B • $ASTS: ~$1.2B • $LUNR: ~$1.1B • $PL: ~$900M • $RDW: ~$498M • $BKSY: ~$380M • $VOYG: ~$275M • $SPIR: ~$185M • $SATL: ~$77M

@spaceinvestor_dMay 15, 2026 · 8:00 PM

WHAT A WEEK 🚀 $VELO 39% $SATL 31% $AMPG 30% $RDW 26% $VOYG 16% $RKLB 15% $LUNR 15% $SIDU 11% $SPIR 8% $FLY 8% $ASTS 7% $PL 6% $BKSY 1% $HAWK -1% $VSAT -4% $YSS -30% Have a great weekend Conviction Pays 🫡

@itschrisrayMay 15, 2026 · 7:15 PM

🚨 SpaceX will IPO on June 12th under ticker symbol $SPCX. Let’s see how much of a pump the rest of the space sector gets… 👀 $RKLB $ASTS $PL $LUNR $VOYG $RDW

@spaceinvestor_dMay 13, 2026 · 1:11 PM

$VOYG: Voyager Awarded New Mission Management Contract With Exobiosphere Voyager Technologies and Exobiosphere today announced a mission management contract on the International Space Station (ISS) that marks a concrete step toward making automated biological research in microgravity commercially accessible to researchers, agencies, pharmaceutical and biotech partners. "Our mission management services exist to build a clear path for innovative ideas to become a reality in space," said Matt Magaña, president of Space, Defense and National Security, Voyager. "Facilitating this access to the ISS is critical to improving life here on Earth, and irrespective of platform, we have a proven path to do that." Under the contract, Voyager Technologies Europe will serve as mission integrator for the Orbital High-Throughout Screener (OHTS), Exobiosphere’s miniaturized platform aboard the ISS. Voyager will also provide project management support, including safety and verification to the NASA Safety Review standards, integration aboard the ISS and coordination of on-orbit operations for the installed OTHS payload.

@spaceinvestor_dMay 13, 2026 · 11:17 AM

$RKLB / $VOYG The space propulsion market is expected to grow from 8 billion in 2026 to 14.41 billion in 2031, at a CAGR of 12.5%. The space propulsion market is growing because commercial and government missions are moving beyond basic satellite deployment toward orbital transfer, lunar delivery, in-space servicing, and deep space missions. These missions require propulsion systems that can support longer operating life, higher maneuverability, precise trajectory control, and reliable performance across different mission phases. This is increasing demand for advanced chemical, electric, and hybrid propulsion solutions across launch vehicles, spacecraft, landers, and orbital mobility platforms.

@stocksavvyshayMay 12, 2026 · 6:15 PM

CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate. The space-based interceptor layer alone (constellation of 7,800 satellites) could cost $743B over 20 years. $ASTS, $RKLB, $PL, $RDW, $VOYG, $FLY, $BKSY, $LUNR https://t.co/QhzAdd2yKz

@spaceinvestor_dMay 11, 2026 · 12:33 PM

$VOYG: Red Hat and Voyager Technologies today announced the successful deployment of Red Hat Enterprise Linux 10.1 and Red Hat Universal Base Image (UBI) to Voyager’s LEOcloud Space Edge™ IaaS Micro Datacenter aboard the International Space Station (ISS). This collaboration extends a container-optimized, enterprise Linux platform into orbit, providing a more consistent and hardened operating foundation for AI-ready workloads to run in space. The milestone advances the evolution of space-based cloud services and orbital data centers (ODCs), delivering a security-enhanced operating foundation for real-time processing at the edge.

@spaceinvestor_dMay 9, 2026 · 12:56 PM

WEEKLY PERSPECTIVE After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season. $SATL 286% $SPIR 137% $IRDM 133% $PL 91% $BKSY 89% $VSAT 86% $FLY 67% $LUNR 62% $RKLB 39% $RDW 23% $MDA 12% $VOYG 7% $YSS 4% $ASTS -10% $VELO -19% What’s your top picks right now?

@spaceinvestor_dMay 4, 2026 · 8:22 PM

$VOYG: Voyager Reports First Quarter 2026 Financial Results, Reports 1Q Record Backlog, Increases 2026 Revenue Guidance https://t.co/vnvQIkEzYa https://t.co/g7X4bU1bt9

@spaceinvestor_dMay 4, 2026 · 7:59 PM

$FLY / $VOYG Reporting Q1 today after the close 👀

@spaceinvestor_dMay 4, 2026 · 1:41 PM

$VOYG: Voyager Technologies reports Q1 earnings today after the close. Here’s a quick recap of what happened during the quarter. 🗓️On Jan 8, Voyager was awarded a contract with NASA for the Create Hardware (HUNCH) program, extending Voyager’s role in advancing workforce development while supporting human spaceflight operations. 🗓️On Jan 26, Voyager signed a memorandum of understanding with NASA’s Glenn Research Center in Cleveland, Ohio, expanding the Voyager Institute for Space, Technology and Advancement (VISTA) science park ecosystem and establishing a new collaboration to advance variable gravity research. 🗓️On Feb 5, Voyager and Max Space announced a strategic partnership to advance expandable space exploration technology, serving as the cornerstone of future lunar and deep-space exploration efforts for habitation and storage. 🗓️On Feb 9, Voyager was awarded a new Indefinite Delivery/Indefinite Quantity contract for NASA’s Johnson Space Center, with a ceiling of $24.5 million for a four-year period, to provide full-service mission management services to the International Space Station. 🗓️On March 9, Voyager announced a multi-million-dollar strategic investment in Max Space to advance the development of next-generation expandable space habitats supporting sustained lunar operations and future deep-space missions. The company will also support internal research and development efforts to accelerate engineering, manufacturing scale-up and mission integration activities. 🗓️On March 16, Voyager was awarded a follow-on contract under NASA’s Expendable Launch Vehicle Integrated Support 3, or ELVIS 3, program through prime contractor a.i. solutions. The multi-million-dollar contract extends Voyager’s multiyear support of NASA’s Launch Services Program through the end of the government fiscal year. 🗓️On March 30, Voyager announced a new mission management contract with Icarus Robotics to test their free-flying robotic platform, Joyride, aboard the International Space Station. The contract underscores the continued commercial market demand for opportunities in low Earth orbit.

@spaceinvestor_dMay 3, 2026 · 7:54 PM

Q1 EARNING SEASON IS HERE Here’s the current Wall Street consensus for your favorite space names heading into the prints. $VOYG: EPS -0.61, Rev 35.21M $FLY: EPS -0.51, Rev 77.08M $TSAT: EPS -0.68, Rev 63.11M $RDW: EPS -0.15, Rev 105.04M $MDA: EPS 0.23, Rev 299.58M $BKSY: EPS -0.39, Rev 27.60M $RKLB: EPS -0.07, Rev 189.65M $ASTS: EPS -0.24, Rev 39.01M $SATL: EPS -0.04, Rev 5.26M $KRMN: EPS 0.12, Rev 150.56M $GILT: EPS 0.04, Rev 114.56M $SPIR: EPS -0.49, Rev 15.08M $LUNR: EPS -0.04, Rev 202.95M $SPCE: EPS -0.86, Rev 200K $YSS: EPS -0.11, Rev 109.61M Keep this close, you’ll want it when the numbers hit.

@spaceinvestor_dMay 2, 2026 · 2:38 PM

Weekly Perspective YTD returns across the space sector: $SATL 266% $IRDM 122% $PL 81% $BKSY 71% $LUNR 43% $FLY 42% $RKLB 4% $RDW 3% $MDA 0% $VOYG -4% $YSS -5% $ASTS -15% $VELO -19% What’s your top pick right now?

@stocksavvyshayMay 2, 2026 · 1:32 PM

2026 WILL BE THE SUMMER OF SPACE SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade. A rumored $2T valuation, Golden Dome & rising demand across launch, satellites & defense infrastructure are pushing investors to look beyond SpaceX & into the full space supply chain: Orbital Launch (access to space) • $FLY, $SPCE, $ULA add exposure across lunar, research & heavy-launch mission profiles • SpaceX remains foundation of the ecosystem with Starship driving lower cost-per-kilogram economics & Golden Dome further validating the national-security demand layer • $RKLB provides dedicated launch & integrated space services for small & mid-sized missions backed by its $805M SDA Tracking Layer contract, ~$1.9B backlog, Neutron roadmap & SHIELD eligibility Satellite Operators (demand layer) • $PL, $BKSY capture earth observation & defense intelligence demand • $VSAT, $SPIR, $SATL, $TSAT support aviation, maritime, spectrum & specialized communications • $AMZN Leo builds broadband & D2D layer with Globalstar spectrum, $AAPL satellite services and customers like Delta, AT&T, Vodafone & NASA • $ASTS building space-based cellular broadband with carrier partnerships across AT&T, Verizon & Vodafone, $1.2B in contracted 2027 revenue & BlueBird constellation expansion Space Infrastructure (on-orbit systems & services) • $MNTS sits in orbital transport & in-space logistics • $LUNR owns lunar & deep-space mission infrastructure • $VOYG anchors commercial space station transition through Starlab backed by partners like $PLTR & Airbus • $RDW supplies key space infrastructure components including solar arrays, payload facilities, robotics & in-space manufacturing systems Manufacturing & Supply (industrial backbone) • $KTOS, Anduril sit at intersection of autonomous defense, missile defense & space-enabled systems • $BWXT brings nuclear exposure across space power, defense systems & broader nuclear renaissance • $LMT, $NOC, $RTX, $BA anchor defense prime layer across spacecraft, launch systems & national-security platforms • $LHX, $TDY, $HON supply sensors, avionics & mission-critical hardware needed across defense space programs

@spaceinvestor_dMay 1, 2026 · 1:45 PM

THE BEST OF THE BEST Buy right & sit tight. These six companies give you full exposure to the space economy. AST SpaceMobile $ASTS Intuitive Machines $LUNR Planet Lab $PL Redwire $RDW Rocket Lab $RKLB Voyager $VOYG https://t.co/XA3inL8kpz

@spaceinvestor_dApr 26, 2026 · 1:24 PM

A bit of perspective this moring YTD returns across a few space companies: $SATL +215% $IRDM +119% $SPIR +111% $PL +74% $BKSY +62% $FLY +48% $LUNR +43% $RDW +7% $RKLB +5% $VELO +5% $VOYG +3% $YSS -7% $ASTS -8%

@spaceinvestor_dApr 23, 2026 · 1:21 PM

$VOYG: Space is the place! "I think we are just getting started" -Dylan Taylor, Founder & CEO of Voyager https://t.co/ary5a6LqYT

@spaceinvestor_dApr 21, 2026 · 12:41 PM

$VOYG: Starlab today announced an agreement with Plastron Group, a contract research organization focused on enabling end-to-end life sciences research and manufacturing in microgravity in the UK and Europe at large. Through the agreement, the two organizations will collaborate on expanding access to microgravity-enabled biotechnology and pharmaceutical research as the commercial space industry transitions beyond the International Space Station.

@stocksavvyshayApr 18, 2026 · 1:29 PM

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

+ 144 more