SKHYVMedia in Korea keeps bashing SK and the KOSPI, even with positive press from SK and well-known analysts. This pattern often ends badly after they've drawn in as many shorts as possible, then the algos suddenly reverse. Retail keeps trying to short the KOSPI while institutions are loading up. I'd say KOSPI 10500 soon.
The satellite industry is seeing a major shift in competitive dynamics. The key advantage now lies in vertical integration across the entire space value chain, and we're in the middle of a consolidation wave as companies rush to secure their positions before the opportunity narrows. As satellite and terrestrial networks converge more tightly, with 3GPP NTN standards maturing and direct-to-device becoming standard in new smartphones, IoT connectivity is expanding into every industrial sector. According to Counterpoint's latest satellite IoT report, there's a potential for over 970 million IoT connections via satellite by 2030. That makes this one of the largest growth areas in tech for the coming decade. $Rocket Lab USA, Inc.(RKLB)$
$Redwire Corp.(RDW)$ The next phase of warfare is likely to involve drones and space-based assets. A company like Redwire, which is critical for both $SpaceX(SPCX)$ and NASA, could be a significant player. At a price of $10.50, it seems like a potential opportunity. There are also some rumors about a possible acquisition by SpaceX, similar to what happened with Cursor.
$SpaceX(SPCX)$ Haters might hate, but this is being added to index funds, which will drive demand. Insiders know the potential and will be taking a bullish stance. I think it could reach above $180 by October.