$YSS — FinTwit mentions on Surfaced

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59

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14

voices

$YSS

York Space Systems

$YSS

York Space Systems

Past 12mo:59mentions14voices

All voices59 mentions since Jan 2026calls only

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About this stock

$YSS (York Space Systems) has generated 59 mentions from 14 distinct FinTwit voices over the past 12 months, with the first mention appearing on January 27, 2026. The most active voice category discussing the ticker has been long research. @spaceinvestor_d leads with 25 mentions, followed by @aleabitoreddit with 9 mentions, @vulturetrades with 6 mentions, @cobraalerts with 4 mentions, and @dillon_valdez with 3 mentions. The most recent discussion occurred on July 16, 2026.

Recent discourse around $YSS has focused on company milestones and sector performance. On July 15, 2026, @spaceinvestor_d highlighted York Space Systems' achievement of launch readiness for its second production lot of satellites for the Space Development Agency's data network constellation, noting that York became the first SDA Tranche 1 performer to reach this stage with a second production lot. Broader market commentary from July 16 contextualized $YSS within the wider space sector, which experienced significant declines following the SpaceX IPO, with $YSS down approximately 42 percent year-to-date as of mid-July.

AI-generated from tracked posts · updated Aug 28, 2026

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Recent mentions

59 mentions

@wliangJul 16, 2026 · 3:52 PM

When there's an indiscriminate selloff like this, it's good to remind yourself of the fundamentals. E.g. Look at space the past month. Nothing has fundamentally changed... in fact, most names have gotten better. $AMPG announced a stock buyback, terminating its offering from before, down ~30% since the IPO. $ASTI's space PV passed Atomic Oxygen exposure testing, down ~60%. Both $RKLB / $ASTS have had new deals and authorizations, yet they're down ~40%. $CPSH is still a solid bottleneck play for US AlSiC, down ~48%. $FLY won a NASA contract and another JPL subcontract, down ~49%. $SATL signed a new geospatial partnerships, down ~51%. Same with $SPIR, $VELO, $YSS, and basically the rest of the sector. It definitely doesn't help with $SPCX dragging down sentiment for the sector, oil ripping from the blockade, or KOSPI rugging every night. (Same can be said about semis, neoclouds, robotics, and just about everything else) For those who have held this entire time, I do think everything will pick back up eventually. For those who took my warning about not holding through the IPO, you now know why. The post-IPO turbulence is no joke.

@spaceinvestor_dJul 15, 2026 · 8:20 PM

$YSS: York Space Systems today announced that its second production lot of satellites for the SDA’s data network constellation is ready for imminent launch. The satellites, built to provide assured tactical communications for U.S. and Allied warfighters, are staged and prepared to launch aboard a dedicated Falcon 9. York is the first SDA Tranche 1 performer to reach launch readiness with a second production lot, following its position as the first Tranche 1 provider to ship and launch operational spacecraft. Upon launch, York's first and second production lots will represent more than 40 spacecraft delivered in support of the mission. This launch will also mark the third constellation and fifth mission York is simultaneously operating on orbit.

@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.

@spaceinvestor_dJul 8, 2026 · 3:15 PM

$YSS: York Space Systems today announced the completion of its acquisition of ALLSPACE, a leading provider of advanced satellite communications terminals and multi-network connectivity solutions. ALLSPACE now operates as a wholly owned subsidiary of York. The acquisition unites AS jam-resistant, multi-link terminal technology with York’s proven space infrastructure and mission operations capabilities, creating a complete tactical ecosystem to deliver assured communications and positioning across space, land, air and maritime domains.

@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 25, 2026 · 1:36 PM

$RDW / $MDA : The major nugget buried in this Bill is the emphasis on Link-16. Compatibility means using similar infrastructures from Tranche 0-2. Who provided the antennas for previous Tranches in the past? Tranche 0: Redwire Tranche 1: MDA Space & Redwire Tranche 2: Redwire, (via subcontract with $RKLB and $YSS)

@spaceinvestor_dJun 24, 2026 · 1:05 PM

$YSS: York Space Systems today announced the successful completion of initial Dragoon mission objectives. The mission proved that York’s spacecraft can both send and receive tactical data via UHF, which the U.S. military relies on for secure, real-time connectivity with assets in the field. Completing this two-way link from low Earth orbit (LEO) confirms York’s ability to deliver operationally relevant tactical communications at speed and scale, on a platform built for the demands of modern defense.

@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 17, 2026 · 1:10 PM

$YSS: York Space Systems has been awarded a contract with a new U.S. government customer supporting critical national security priorities. The award establishes a new customer relationship and builds on York’s established performance delivering operationally relevant space capabilities at speed and scale for a broad range of U.S. government customers. The mission will be executed using York’s largest and most powerful M-CLASS platform. While the program’s scope and mission are controlled, the effort supports critical national security priorities; additional mission and contract details are not being disclosed.

@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 · 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?

@aleabitoredditJun 9, 2026 · 7:21 AM

A massive catalyst arrived today with $SIVE: Sivers announced $8.2M volume orders starting for Space applications (allspace). This is for Beamforming ICs powering Space LEO/multi-orbit satellite communication. The bigger implication is not the contract size: But that Sivers now powers a larger defense prime in $YSS following their allspace acquisition (similar to $MRVL design-in with Celestial). Which typically leads to more follow-up orders + volume contracts for Sivers, rather than just this specific contract. Turns out Sivers is also a Space/Defense supply chain chokepoint (ahead of SpaceX IPO) on top of their photonics AI DC sector lasers... This win aside, I'm expecting more volume ramps to be coming soon as well from their photonics side (looking at you Jabil + other pluggable makers)

@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%

@optionflysJun 2, 2026 · 3:37 PM

@Roman38910200 @LeverageMonkey Watch this one as well $YSS https://t.co/cORhOOW8Gn https://t.co/P3tKWeJHXS

@optionflysJun 2, 2026 · 3:11 PM

@LeverageMonkey 47% upside so far. Invalidation @ 30.00 Let it breathe. $OUTS Watch the $YSS as well. https://t.co/sa9cIUjjCA

@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?

@aleabitoredditMay 28, 2026 · 2:15 PM

$SIVE is the most compelling CPO/photonics exposure to me. Addressing the disinformation: I haven’t sold and don’t plan to sell a single share. I do think this ends up the next $80B+ $LITE one day from ~$2.1B. And I personally have plans to acquire more ownership + support their M&A prospects. I believe earnings transcripts will be strongly positive. As in the part few months we’ve discovered: > AlChip/Amazon private placements, which is positive for Ayar -> $SIVE implying Trainium 4 design in > Wiwynn + Ayar CPO scale up > $JBL 1.6T optical transceiver ramp with Sivers incoming faster than markets expected (with relatively dramatic moat + demand as much as they can produce) > O-Net scaling up ELS efforts with $SIVE > $YSS acquisition of $SIVE allspace lead partner, designing Sivers into Space defense primes > New CHIPS ACT funding for $SIVE > $POET H2 volume ramp and their new $50m -> $500m order (with $SIVE as light source) > information discovery around $AAPL using $SIVE lasers for next gen consumer devices > information discovery around links to Lightelligence (went public $10B+ MC) + Lightmatter as likely customers. > Celestial volume ramp with $MRVL indicators. > new customers working on TFLN with $SIVE like Lightium > $AMD going with $GFS for CPO, and GFS listing sivers as one of two laser suppliers > Ayar removing $MTSI / $LITE from their website and signaling $SIVE as primary source/sole source > Ayar raising $500m for volume ramp (intel, Mediatek, Nvidia, amd etc) > pluggable TAM expansion signaled from 2025 annual report > Nasdaq listing expected soon > MSCI small cap index / Nasdaq omx inclusion, making Blackrock, Vanguard and others passive buyers > M&A signaled from 2025 annual report + 2 new board members that have experience in that area > $NOK as likely customer from 2025 annual report. > $LITE getting cw bottlenecked from EML contracts, $SIVE signaling capacity agreements in place with Win, making the a likely bottleneck owner + chokepoint in CPO sector. All of this market research was done before earnings. Any results is just confirmation of supply chain mapping done. I don’t think anyone cares about former quarter revenue since $SIVE is an exceptionally compelling 2027 long, especially H2 onward. Only thing I’m looking at are: > TAM expansion of the overall photonics supercycle (eg. optical engine, ELS, pluggables) either from M&A or developments > volume ramp expectations from existing companies > Nasdaq listing timelines for more liquidity to support their M&A efforts > any new customers signaled for CPO/Pluggables

@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

@aleabitoredditMay 24, 2026 · 8:42 PM

When I do my supply chain mapping... $SIVE is just so critically important to so many frontier industries. I'm not sure people are fully aware yet. $SIVE -> $AAPL, $NOK, $RTX (us defense contractrs), $YSS (golden dome). Not including Ericcson + others. Then you have $SIVE -> $AEVA -> Boston Dynamics / $NVDA self-driving architectural standards. Then you have $SIVE -> Celestial / $POET / Lightmatter / Lightelligence / Ayar / $JBL, and many others for CPO/1.6T. Those go to GUC/ALCHIP/Marvell -> hyperscalers. Then there's a ton more... Like their US Gov CHIPS Act work that are secretive. Normally with stuff like $POET, it's like "hey" you have 1 customer with a $50m purchase order, we know where that's going. Not some Swedish company with a smaller valuation, going into everywhere from Space, Robotics, AI, consumer segments...

@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.

@optionflysMay 23, 2026 · 12:18 PM

$YSS is an interesting name developing quietly in the aerospace & defense space. The company focuses on: • Satellite infrastructure • Military communications • Space networking systems • Land / Sea / Air connectivity Projected growth over the next few years remains very strong. Technically the chart appears to be attempting a higher low after a major corrective phase. If structure confirms above resistance, expansion can happen very quickly in volatile growth names like this. Watching closely over the coming weeks. Structure over narrative. Always. $SPX $SPY $QQQ

@aleabitoredditMay 23, 2026 · 5:58 AM

Markets are kinda realizing US Gov is heavily backing $SIVE as you can see with direct US CHIPS Act funding. Since you see Sivers in $YSS Golden Dome supply chains (from allspace), and $RTX defense supply chains (chips act). But yeah Ericsson and SIvers are probably the two more noticable ones benefiting from US x Sweden tech MOU.

@spaceinvestor_dMay 19, 2026 · 1:04 PM

$YSS: York Space Systems today announced it has entered into a definitive agreement to acquire Solestial, a leading provider of next-generation space solar technology. The acquisition secures a critical space solar capability within York’s supply chain through U.S.-based manufacturing, strengthening control over a key subsystem while reducing reliance on Chinese-controlled materials and manufacturing. Upon closing, Solestial will operate as a wholly owned subsidiary of York, continuing to serve customers across commercial, civil, and national security markets. "York has consistently invested in U.S.-based manufacturing as a core part of how we deliver for our customers," said Dirk Wallinger, CEO of York. "This acquisition builds on that approach, strengthening our supply chain by investing in a proven U.S. company, supporting the domestic industrial base, and reducing reliance on foreign sources for critical materials and manufacturing."

@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...

@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 🫡

@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?

@vulturetradesMay 6, 2026 · 6:59 PM

$YSS up 50% at 2.55 from 1.70 I told you this would squeeze https://t.co/feFhFqqCjE

@spaceinvestor_dMay 6, 2026 · 1:07 PM

$YSS: York Space Systems today announced it has secured multiple IDIQ contract awards across two mission areas critical to national security and defense. The work supports the development and deployment of critical national defense and warfighter space capabilities, including systems relevant to emerging, highly integrated missions, like Golden Dome.

@aleabitoredditMay 5, 2026 · 7:36 AM

Just a recap of recent information discovery + likely mapping with $SIVE: -> $JBL 1.6T -> Lightmatter -> Ayar -> $MRVL Celestial -> Lightelligence -> $POET -> $GFS ecosystem -> $AMD CPO -> O-Net / Enablence -> $AAPL Silicon Photonics _ -> $YSS Golden Dome/DoD -> $RTX / $ERIC (Space) -> Bae Systems -> $AEVA With $JBL to Ayar feeding into hyperscalers like $MSFT, $GOOGL, $AMZN, $META. With likely Lightelligence to O-Net feeding into Asian Hyperscalers like Tencent, Bytedance, and Baidu. On top of that... the overarching TAM with CPO from the GS report goes from 0 -> $91B. And Sivers happens to be the bleeding edge for CPO (also starting from 0). This is definitely high-beta and volatile. But if Win volume ramps alongside $SIVE, I see them both becoming $10B+ companies next year. This is just extremely early on (H1) before the CPO supercycle starts H2 2026.

@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?

@aleabitoredditMay 1, 2026 · 6:02 AM

As for 3x brrrs these levels: 1. $SIVE 2. MSSCORP (6830) 3. Auros (322310) Are my best guesses. Here's my thought process: 1. $SIVE: I genuinely do see them being $10B+ next year, they're the literal bleeding edge for CPO lasers alongside $LITE and $COHR. At a $1.3B MC... For likely mapping: Photonics: $AMD CPO, $MRVL Celestial CPO, $JBL 1.6T, Lightmatter, Ayar, ALChip, GUC, O-Net (ELS), $POET. For Space + Defense: Golden Dome via $YSS, $RTX / $ERIC / Bae Systems. Silicon Photonics: $AAPL (Apple Watches). This is just a stupid amount of customers and it's still increasing. They can always TAM expansion downstream through IP acquisitions or vertically integrate to speedrun $LITE's $60B MC one day once they get more funding. 2. MSSCORP (6830): CPO monopoly over inspection at ~$1.2B. 100% monopoly over CPO yields, $TSM, $AMAT, $NVDA, $LCRX, $INTC, and others are all likely customers. "The company’s goal is to seize a 90 percent share of the CPO inspection market" This basically means 100%, they just don't want antitrust. If they defend their monopoly and CPO ramps, can easily see this worth ~$5B-$9B from $1.2B 3. Auros (322310): Samsung / SK Hynix supplier at ~$210M for Hybrid Bonding Metrology. Basically pure play on two products: -> HBM4 / HBM4e / HBM5 cycles, that $KLA had a monoply over for IR metrology. ---> Getting qualified now likely in Samsung factories, H2 volume ramp est. Sk Hynix likely qualifying too when they upgrade to hybrid bonding. -> Thin-film thickness measurement. ---> Getting qualified now, with "major domestic chipmaker" (either Samsung/Sk hynix), targets mass supply this year. They've been developing for the past decade, only to volume ramp two products from years of qualification H2 this year. Seems extremely likely to 3x to $630M if they switch to volume ramp, feels like an undiscovered gem in the Korean market? Of course, not sure how they play out and this is all speculative but high confidence supply chain mapping. But off the top of my head these three that I own are the most likely ones at this level.

@aleabitoredditApr 30, 2026 · 8:13 PM

@Berlinergy I think $SIVE realistically should be valued around ~$3B today after information discovery/news around $YSS + Golden Dome and Lightmatter. NASDAQ listing doesn’t change it fundamentally, but gives it more liquidity to bridge that valuation gap. Next year $10B very possible on volume ramp. And I see a realistic path to competing with $60B+ $LITE over next few years if they want to speedrun it with downstream IP acquisitions.

@aleabitoredditApr 30, 2026 · 6:35 PM

@LNMDad Don’t have open positions but $YSS is very compelling since I expect defense budgets to keep expanding into space

@aleabitoredditApr 30, 2026 · 6:20 PM

If you’re curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers’ lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.

@vulturetradesApr 30, 2026 · 2:40 PM

$YSS looks insane for a squeeze

@cobraalertsApr 30, 2026 · 2:40 PM

$YSS can squeeze

@vulturetradesApr 30, 2026 · 2:38 PM

$YSS 40 Call 5/15 here 🚨

@vulturetradesApr 30, 2026 · 2:38 PM

$YSS this is a squeeze play 5x potential

@cobraalertsApr 30, 2026 · 2:38 PM

SHORT SQUEEZE $YSS 40 CALL 5/15 @ 1.70 🐍🚨

@vulturetradesApr 30, 2026 · 2:37 PM

Short Squeeze Setup 🚨 $YSS 40 Call 5/15 at 1.70

@cobraalertsApr 30, 2026 · 2:37 PM

$YSS 40 CALL 5/15 @ 1.70 🐍🚨🚨

@vulturetradesApr 30, 2026 · 2:37 PM

$YSS 40 Call 5/15 at 1.70 🚨

@cobraalertsApr 30, 2026 · 2:37 PM

$YSS 40 CALL 5/15 @ 1.70 🐍🚨

@spaceinvestor_dApr 29, 2026 · 4:57 PM

$YSS: York Space Systems entered into an Agreement and Plan of Merger to acquire AllSpace for $355 million, subject to customary adjustments. York expects to pay about $155 million in cash and issue up to 5.9 million shares. AllSpace is a provider of multi-orbit communications systems.

@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%

@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.

@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

@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.

@spaceinvestor_dApr 17, 2026 · 12:08 PM

A bit of perspective this morning. Year-to-date returns across a few space stocks: $PL: +95% $BKSY: +87% $FLY: +85% $LUNR: +52% $RDW: +24% $VOYG: +17% $YSS: +13% $RKLB: +9% $ASTS: +9%

@almacap114204Apr 13, 2026 · 5:55 PM

@0xSolarcurve I've not looked into $YSS extensively but c.10.00x revenue feels quite expensive for a legacy satellite manufacturer. Especially when you have $MDA Space growing at a similar rate, delivering significantly higher margins all for a significantly lower price to sales multiple. The interesting thesis on satellite manufacturers is the potential for demand to boom when Starship drives down the cost per kg launched massively - but there are better picks for this thesis ($MDA, $LUNR, $FLY - latter two benefit from cheaper launch costs for their landers in the future).

@spaceinvestor_dMar 30, 2026 · 1:07 PM

$YSS: York Space Systems Secures PExT Mission Extension Through 2027 Following BARD Success York Space today announced that NASA and the Johns Hopkins Applied Physics Laboratory (APL) have extended operations of the Polylingual Experimental Terminal (PExT) demonstration through 2027, following the successful completion of BARD mission objectives in 2025. The 12-month extension enables an expanded series of demonstrations throughout 2026 and into early 2027. Planned activities include increased interoperability testing and direct-to-Earth (DTE) communications with commercial ground service providers, supporting near real-time commanding, telemetry, and science data transfer options for future science and operational missions.

@dillon_valdezMar 30, 2026 · 2:34 AM

The space market is one I am bullish on and I still believe investors are asleep at the wheel here. This is how I see it. $RKLB $YSS $PL $LUNR https://t.co/acWxJRSTyK

@dillon_valdezMar 24, 2026 · 1:31 AM

SpaceTech is at the bottom of an S curve $AMZN $YSS $LUNR $RKKB $PL

@dillon_valdezMar 23, 2026 · 10:36 PM

My portfolio is 100% public and up over 35% +CAGR since inception, January 15th 2023, almost 3 1/2 years ago. Not paper trades. Not backtested theory. Real money, real positions, updated in real time. Here's where I'm positioned right now: $TSLA $NVDA $PLTR $VRT $RKLB $ALAB $SNOW $NET $NOW $NBIS $RBRK $OUST $PL $TMDX $YSS $VPG $BTCUSD 17 positions across AI infrastructure, space, cybersecurity, and high-growth software. Every buy. Every sell. Every allocation percentage. All visible. I work a full-time job. I'm a husband and a new dad. I don't have 14 hours a day to trade — so every position has to earn its spot. I let the companies do the work for me.

@spaceinvestor_dMar 19, 2026 · 8:34 PM

@FranciscoSpace5 $YSS crushed it too!

@spaceinvestor_dMar 12, 2026 · 1:27 PM

$YSS: York Space Systems today announced it has acquired Orbion Space Technology. Orbion designs and manufactures Hall-effect electric thrusters for constellation-scale satellite missions. Its Aurora propulsion systems are produced domestically and are already flying on York-built spacecraft supporting U.S. national security missions, including satellites operating as part of fielded military constellations.

@thevalueistJan 27, 2026 · 12:55 AM

Wednesday - York Space Systems $YSS Max. $544 million IPO via Goldman Sachs, Citigroup, JP Morgan Securities, Jefferies LLC, Raymond James Bank NA, Robert W Baird & Co, Truist Securities Inc and Wells Fargo Securities LLC; 16 million shares at $30 to $34 each