$AST SpaceMobile, Inc.(ASTS)$ These Bluebirds are bigger than buses, and once fully deployed, they form one massive antenna array. They're far ahead of every other communications company in the ability to move data and voice.

$Virgin Galactic(SPCE)$ I just realized this might run up alongside SpaceX. When people go to type in spc..., they'll see how much of a deal this similar stock looks compared to $SpaceX(SPCX)$ 's price—if you're a smaller trader, its price is attractive in comparison, and they might buy it instead. $Rocket Lab USA, Inc.(RKLB)$  $Planet Labs Pbc(PL)$ 

$AST SpaceMobile, Inc.(ASTS)$ We should have never gone under 100. Feels like manipulation on SpaceX, or they just sucked up liquidity as part of it. Should be right back with the launches this week. Investors will realize the trillion assigned to Starlink and we have better tech for direct to device with all the major partnerships.

Mag 7 are all green. Haven't seen that recently. $NVIDIA(NVDA)$  $Alphabet(GOOG)$  $Meta Platforms, Inc.(META)$  $Amazon.com(AMZN)$  $Tesla Motors(TSLA)$ 

$Rocket Lab USA, Inc.(RKLB)$ If Rocket Lab and Viasat remain silent, funds will keep flowing to SpaceX. Announcing the Equatys project with up to 2,800 satellites at this time was the best defensive counter. It proved to Wall Street that Rocket Lab isn't just a launch company. As the prime contractor, it has the capability to take on the top-tier order from the UAE's Space42. This helps it secure the status of "the only pure-play space target with one-stop capability outside of SpaceX" and attract funds that are spilling over from SpaceX or missed out on the new shares of SPCX.

$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $Applied Aerospace & Defense(AADX)$ $Planet Labs Pbc(PL)$ 70 billion in orders from retail alone. Only 20% of the 75 billion IPO is allocated to retail, which is 15 billion. That's some crazy demand. Then you have institutions worldwide, banks worldwide, sovereign wealth funds, and retail investors globally.

$Rocket Lab USA, Inc.(RKLB)$ Here we go! Shifting into high gear with a massive 9%+ volume breakout past $114. Space sector momentum is real and the bulls are in full control.

$EchoStar(SATS)$ EchoStar (SATS) holds just over a 2% equity stake in SpaceX, received as part of the spectrum-for-equity portion of the $20B spectrum deal (up to $11B of which was structured as SpaceX stock at $212/share). Barron’s estimates that stake could be worth roughly $31 billion if SpaceX lists at a $1.75 trillion valuation. SATS to 200+?

$Rocket Lab USA, Inc.(RKLB)$  Rocket Lab just quietly pulled off another classified HASTE launch earlier. Seeing them keep stacking successful missions like this is honestly impressive. Each launch makes it feel more real that they're becoming a serious player.

$Rocket Lab USA, Inc.(RKLB)$ Looks like the bottom is in for the night. I think we could see a squeeze.

$Rocket Lab USA, Inc.(RKLB)$ I think the only real threat to the SpaceX monopoly is probably Rocket Lab, and it's not due to hype—it's pure execution. While others were building PowerPoints, Peter Beck built an actual launch cadence. What sets Rocket Lab apart: 1. Flawless Execution: Over 80 successful Electron launches. While other small-sat players went bankrupt, RKLB actually built a reliable highway to space. 2. The Backlog: A massive backlog exceeding $2.2B. This isn't speculative cash; it's commercial and government validation. They are financially sustainable. 3. Neutron is Real: Shorts call it vaporware, but customers are already buying blocks of launches before it even leaves the pad. The "Hungry Hippo" fairing design is brilliant—it

$Rocket Lab USA, Inc.(RKLB)$  Looks like it could bounce off the 200-day moving average. The 200-day line coincides with the 4-hour support trendline, and both align with the key psychological support level of $100.

$Rocket Lab USA, Inc.(RKLB)$ Bought 300 more shares here.

$Rocket Lab USA, Inc.(RKLB)$ Finally seeing some bullish flow pick up after that sell-off. Technicals are looking decent too. Likely to keep moving higher if tomorrow's CPI doesn't turn everything red.

$Infleqtion(INFQ)$ Infleqtion has a few key points: active NASA relationships, hardware deployments on the ISS, quantum gravity sensing projects, and ambitions in space-based quantum sensing. Their CEO Matt Kinsella has repeatedly emphasized space as a major growth area. Infleqtion's products include atomic clocks, inertial navigation, sensing, and quantum systems that are directly relevant to aerospace applications. One of their strong commercial products is quantum timing and sensing, providing extremely accurate timing for satellite constellations and autonomous navigation, especially in GPS-denied environments—which is exactly what systems like Starlink aim to solve. Feels like a lot of people might have missed this connection. There's a

Respect the honesty here. Short-term volatility around the SpaceX IPO is definitely distorting beta across the entire space sector, and names like $Rocket Lab USA, Inc.(RKLB)$  and $AST SpaceMobile, Inc.(ASTS)$  tend to get whipsawed in that environment. $Ondas Holdings Inc.(ONDS)$ , on the other hand, has a different structure right now. Cleaner setup, less direct IPO beta noise, more idiosyncratic flow. The key level is 8.98. As long as that holds, the structure remains constructive. Above that zone, momentum targets around 20 start to make sense from a trend-extension perspective—not a prediction, but a measured continuation scenario if volume c

$Rocket Lab USA, Inc.(RKLB)$ Primed for take off.

Most investors still don't grasp how significant Physical AI could be. Humanoids, autonomous systems, AI vision, edge inference, robotics infrastructure... this is shaping up to be much broader than what's commonly thought of as "AI" today. We're talking about machines that can work, move, build, inspect, transport, and interact with the real world at scale. The potential productivity unlock could be massive. Some names with relatively clear exposure right now are $Tesla Motors(TSLA)$  $Ouster Inc.(OUST)$  $Ambarella(AMBA)$  XPEV. This feels similar to owning AI infrastructure before mainstream adoption took off. Back then, almost no one paid atten

I've been looking into the SpaceX IPO chatter. It's interesting how little people actually know about the space business. Many just shout "overvalued!" or only talk about Starlink, with almost no discussion on the competitive landscape. The launch business of $Rocket Lab USA, Inc.(RKLB)$  seems barely noticed. Blue Origin? It only gets remembered after that explosion. $AST SpaceMobile, Inc.(ASTS)$  stands out to me. They're already positioned in Direct-to-Device even before launching the service. That one looks interesting long-term. I'm not sure how the IPO will play out next week, but my conviction in $AST SpaceMobile, Inc.(ASTS)$  just went up.

$Rocket Lab USA, Inc.(RKLB)$ Clear Street's note highlights tighter launch supply after the New Glenn grounding, adding more pressure to an already constrained market. Electron and Space Systems are moving closer to adjusted EBITDA profitability, excluding Neutron R&D. The 12-month price target is raised to $129 from $98, based on higher revenue assumptions of $3.1B (from $2.8B) and increased Neutron launch expectations to 20 per year. The valuation expands to ~26x 2030 EV/Sales versus 22x previously, reflecting a sustained premium multiple environment.