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@SpaceInvestor_D Avatar @SpaceInvestor_D Space Investor

Space Investor posts on X about $rklb, $rdw, $asts, rklb the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXXX engagements in the last XX hours.

Engagements: XXXXXXX #

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Mentions: XX #

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Followers: XXXXXX #

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CreatorRank: XXXXXX #

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Social Influence #

Social category influence finance #1008 stocks #3296 cryptocurrencies XXXX% exchanges XXXX% currencies XXXX% automotive brands XXXX% technology brands XXXX% countries XXXX% luxury brands XXXX%

Social topic influence $rklb #2, $rdw #1, $asts #2, rklb #1, stocks #285, ast #16, longterm #58, $bksy 2.34%, $spir 2.34%, market cap #258

Top accounts mentioned or mentioned by @citizenofzurich @thebrmola @pnrusty @thespacecpa @gropillon @bolmanricky @zeff_pena @pettitfrontier @spacanpanman @acecrouton @hypawavenz @jacobkeeton20 @brettkrieger12 @stockmeetups @stocknirvana @benmsx @nickfromseattle @sunginvests @timmeetwoshoes @ht911

Top assets mentioned Rocket Lab USA, Inc. Common Stock (RKLB) Redwire Corporation (RDW) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Fluidity (FLY) Globalstar, Inc. (GSAT) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Eli Lilly and Company (LLY) Bristol-Myers Squibb Co (BMY) Berkshire Hathaway Inc. (BRK.A) Intellia Therapeutics, Inc (NTLA) KULR Technology Group, Inc. (KULR) Intuitive Machines, Inc. (LUNR) Spire Inc. (SR)

Top Social Posts #

Top posts by engagements in the last XX hours

"Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-11 21:51:19 UTC 38.8K followers, 6424 engagements

"Join us tonight for Space Stocks Weekly an open roundtable style conversation on everything space investing. With speakers: @JacobKeeton20 @BrettKrieger12 @spacanpanman @StockMeetUps @StockNirvana .and many more"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 18:25:08 UTC 38.8K followers, 7791 engagements

"SPACE STOCKS My top (3): X. Comms $ASTS X. End-to-End $RKLB X. Infrastructure $RDW What's yours"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 23:30:04 UTC 38.8K followers, 84.4K engagements

"@shrexster I like to scale into a position over many months no need to buy all at once here"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 11:54:37 UTC 38.8K followers, XXX engagements

"$ASTS: Still Cheap AST SpaceMobile sits at a $17B valuation but a look at its X current verticals using conservative assumptions shows how cheap that could be. Heres a short breakdown using modest adoption XX% EBITDA margin and a flat 15x multiple. (1/6) 👇"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:25 UTC 38.8K followers, 64.5K engagements

"$GSAT Globalstar is trading up post reverse-split. $XX = $XXXX (pre r/s) So far the stock is following the same positive post r/s momentum seen with $SPIR and $BKSY"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-02-11 16:10:23 UTC 38.8K followers, 5367 engagements

"This setup reminds me a lot of $RKLB back when it was trading around $XX. If the macro backdrop holds $RDW could be setting up for a meaningful leg higher. Watching closely. h/t Justin Splittler"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 22:57:59 UTC 38.8K followers, 16.9K engagements

"Firefly Aerospace is heading to the public markets / $FLY Fresh off a historic commercial moon landing theyve filed their S-1 with the SEC offering a first look into the companys financials ahead of a planned IPO later this year. ☑Cash position: $176.9M in cash/enough to cover liquidity needs for the next XX months. ☑Debt load: $173.6M in total debt including a $136.1M term loan at a steep XXXXX% interest rate. ☑IPO proceeds: Will be used in part to repay debt. ☑Revenue growth: $55.8M as of March XX (up from $8.3M YoY) ➡$50M from spacecraft (mainly Blue Ghost) and $5M from launch services."
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-12 12:36:04 UTC 38.8K followers, 26.3K engagements

"$ASTS Overnight market are looking good. Futures and stocks in the green"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 01:14:25 UTC 38.8K followers, 13.9K engagements

"$RDW 🧐 "The European Unions executive arm on Wednesday put forward a proposal for a X trillion euro ($2.31 trillion) budget for the bloc with a significant increase in funding allocated for defense.""
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 15:56:32 UTC 38.8K followers, 8922 engagements

"@Benmsx Neutron is designed to directly compete with Falcon X according to recent comments from the management as well as FCC licences it could have it's maiden launch by year end"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 20:16:50 UTC 38.7K followers, XXX engagements

"$RKLB Rocket Lab Price Target raised to $XX from $XX at TD Cowen"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-10 11:21:40 UTC 38.7K followers, 49.5K engagements

"REDWIRE MEGA THREAD 👇 $RDW is a sleeping giant quietly revolutionizing space industries. Here's everything you need to know about the company and why it's one of my favorite (top 3) space play. 🧵(1/8)"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 13:18:06 UTC 38.8K followers, 110.1K engagements

"FIRSTNET (Public Safety) -7M+ U.S. first responders -Assume XX% adoption at $X ARPU $470M annual revenue -XX% EBITDA margin = $329M EBITDA -15x EV/EBITDA = $4.9B valuation ✅ Adoption is utility-level so XX% is conservative to me"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:26 UTC 38.8K followers, 4662 engagements

"$RKLB Looks like a HASTE is back on the pad (horizontal) We might be getting another shot at that secret mission this weekend. 🧐"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 21:28:58 UTC 38.8K followers, 8024 engagements

"She wants profits. I want Golden Dome awards"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 18:03:40 UTC 38.8K followers, 12.6K engagements

"VLEO: THE NEW FRONTIER With an increasingly crowded LEO environment the space industry will see the maturation of a new space regime: Very Low Earth Orbit (VLEO) referring to satellite orbits below approximately XXX miles. VLEO is a crucial domain for the future of defense and intelligence operations. Satellites in VLEO operate in an unimpaired environment flying above airborne anti-access / area-denial and below the threats in LEO. $RDW is a first mover and prime mission integrator for air-breathing satellites on two continents with two significant initiatives: X. SabreSat is U.S.-built and"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 13:18:08 UTC 38.8K followers, 6053 engagements

"$RKLB New HASTE LAUNCH date set for July 30th according to Coast Guard hazard areas posted"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 14:01:33 UTC 38.8K followers, 6285 engagements

"$ASTS / $RKLB / $RDW Shaping up to be another green day. The force is strong with the space names lately. Let's get to work"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-15 12:46:11 UTC 38.5K followers, 7013 engagements

"@Stan_Fr31 I think you give me too much credit"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 16:59:27 UTC 38.8K followers, XXX engagements

"My feed is filled with "do me next" Grok 😂"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 20:38:48 UTC 38.8K followers, 3561 engagements

"Good morning ☕ U.S. stock futures are up ahead of a packed earnings week with key reports from $TSLA and $GOOGL on deck. Roughly XX% of the S&P XXX will report offering a read on corporate strength amid rising tariff risks. Trade tensions loom with the Aug. X tariff deadline approaching. U.S.EU talks continue this week to avoid escalation. Key macro to watch: -Powell speaks Tuesday -Existing home sales (Wed) -Jobless claims (Thurs) -Durable goods orders (Fri) Let's have a solid week"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 11:23:06 UTC 38.8K followers, 4087 engagements

"UNCREWED AIRBORNE SYSTEM On June 13th $RDW announced it completed its acquisition of Edge Autonomy transforming Redwire into a scaled and profitable space and defense tech company focused on integrated autonomous operations for defense and national security. Furthermore on July 14th the US Defense Innovation Unit has included the Stalker uncrewed aerial system (UAS) on its Blue UAS list. "The Blue List selection is an important recognition that streamlines Redwires ability to deliver combat-proven commercially developed UAS technology at scale to meet the Department of Defenses evolving"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 13:18:09 UTC 38.8K followers, 6676 engagements

"$RKLB BofA raised Rocket Lab price target to $XX from $30"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 11:23:38 UTC 38.5K followers, 14.9K engagements

"$ASTS / $RDW The House Armed Services Committee (HASC) held a marathon 14+hour markup session this week. Beyond big spends lawmakers tucked in dozens of amendments requiring reporting or briefings on space-related topics. Why it matters: ✅If AST proves reliable and precise it may be considered part of a diversified commercial PNT support layer. ✅Redwire has two significant Very Low Earth Orbit (VLEO) initiatives. X. SabreSat is U.S.-built and developed as part of the U.S. Defense Advanced Research Projects Agency's (DARPA) Otter program. X. Phantom is European-built (constructed in Belgium)"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 21:57:35 UTC 38.8K followers, 11.2K engagements

"$RKLB: Rocket Lab Closing Price: $XXXXX Market Cap: $24.63B Weekly Gain: +31.67% YTD Gain: +101.77% RKLBs rapid rise continues backed by long-term tailwinds in defense (Golden Dome) sovereign (Hypersonics/HASTE) and commercial contracts. Also a Trump admin review of SpaceXs sole-source deals suggests a shift toward more competition a big tailwind for Rocket Lab as a top-tier alternative. 🗓 July XX A classified HASTE suborbital Electron mission for the U.S. government was postponed. Rocket Lab cited mission secrecy. Sources say the rocket is back on the pad launch could happen any moment. 🗓"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 14:20:36 UTC 38.8K followers, 2084 engagements

"$ASTS / $RKLB / $RDW Trimmed half of my AST and Rocket Lab positions and rotated into some Redwire in the new account. Now sitting on XX% cash. Market feels irrational right now not taking unnecessary risks here. Rule #1: If you lose your capital the games over. Protect it at all costs"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 14:12:45 UTC 38.8K followers, 30.4K engagements

"$ASTS Following Clear Streets new coverage and $XX PT last night heres where Wall Street currently stands on AST. Deutsche Bank still has the street's high at $64"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-10 11:37:57 UTC 38.8K followers, 14.2K engagements

"$RKLB / $ASTS / $RDW THIS WEEK IN SPACE STOCKS The space economy doesnt sleep heres everything you need to know from this week. 👇"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 14:20:35 UTC 38.8K followers, 31.4K engagements

"$RKLB Strong pre-market action for Rocket Lab this morning. $XX today"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-17 10:46:01 UTC 38.6K followers, 12.3K engagements

"Lets respectfully agree to disagree Kevin. From Munger to his disciples like Li Lu and Mohnish Pabrai they all stepped back from managing outside capital citing the constraints it placed on their ability to invest freely and with conviction. Todays new wave of retail investors is better informed better equipped and more connected than ever. The game has changed. I understand as someone managing a fund the larger it grows the more fees it generates. So I can see why you'd be less inclined to agree with my perspective"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-15 17:29:21 UTC 38.7K followers, 2420 engagements

"$GSAT / $RKLB Globalstar Signs Launch Services Agreement with SpaceX "These satellites constructed by our partners at MDA and Rocket Lab will enhance our ability to provide the highest quality satellite services to our customers over the long-term." Globalstar expects the launch will take place next year following the initial launch this year. These satellites have been authorized by the FCC to operate under Globalstars HIBLEO-4 filing for a renewed 15-year term"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-07 13:30:14 UTC 38.7K followers, 9164 engagements

"$RKLB HASTE on the pad ahead of tonight's launch. 📸"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-11 18:33:30 UTC 38.7K followers, 6134 engagements

"While the $ASTS and $RKLB communities awaits their Golden Dome awards dont sleep on $RDW. Between their VLEO initiatives space-based sensing X-Bows solid propulsion systems and the new DEMSI digital engineering suite I think theyre quietly lining up for some major awards of their own"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 16:02:55 UTC 38.8K followers, 22.3K engagements

"Pre-market shaping up nicely. Lets kick off the week strong"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 12:55:18 UTC 38.8K followers, 6346 engagements

"$RKLB Congrats we made it to the big league Conviction Pays 🫡"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-17 13:33:49 UTC 38.8K followers, 15.9K engagements

"$RDW: Redwire Closing Price: $XXXXX Market Cap: $2.77B Weekly Gain: +16.65% YTD Gain: +17.92% Redwire continues to climb powered by strong positioning in defense space infrastructure and strategic acquisitions like Edge Autonomy. Growing analyst support and new DoD validations underscore its importance across civil commercial and national security domains with increasing visibility in the evolving VLEO space. 🗓 July XX The Stalker UAS platform received an Authority to Operate (ATO) and was added to the Defense Innovation Unit (DIU) Blue UAS List. This certification clears Redwires tech for"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 14:20:38 UTC 38.8K followers, 3533 engagements

"$RKLB Another Price Target upgrade. CITI raised to $XX from $33"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-14 12:12:46 UTC 38.8K followers, 12.2K engagements

"@TimmeeTwoShoes Im all in $ASTS and $RKLB. I like $RDW $PL and $BKSY but not invested at this time"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 20:04:13 UTC 38.5K followers, XXX engagements

"$ASTS Trading at $XX after Verizons CEO confirmed on CNBC they have an agreement in place with AST"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 13:30:58 UTC 38.8K followers, 9992 engagements

"$ASTS / $RKLB We've rallied on red days before let's close the week strong"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-11 12:50:26 UTC 38.7K followers, 21.5K engagements

"SPACE GROWN CRYSTALS & MORE $RDW successfully cultivated protein seed crystals in space's microgravity environment an achievement impossible on Earth. Now theyre pursuing royalty agreements with major pharmaceutical players like $LLY and $BMY to leverage these crystals for drugs enhancement & development aiming to revolutionize how medicines are made. On June 3rd they've been awarded a contract from Aspera Biomedicines a pharmaceutical company specializing in the development of cancer stem cell targeted therapies to conduct space-based research and analysis on a new cancer treatment. In"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 13:18:11 UTC 38.8K followers, 4965 engagements

"$ASTS / $RKLB Give it up for these two aces taking on the $XX level. Call it rivalry but they always flew better as a team.🫡"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 16:45:13 UTC 38.7K followers, 10.4K engagements

"$RDW Redwire today announced that the Stalker uncrewed aerial system (UAS) developed by Edge Autonomy has been granted an Authority to Operate (ATO) and is now on the Defense Innovation Unit (DIU) Blue UAS List. The DIU Blue List contains technology vetted and approved by the Department of Defense (DoD) authority for universal use across government agencies. Drones on the DIU Blue List are subject to rigorous testing to ensure they meet stringent cybersecurity NDAA-compliance and operational requirements"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-14 11:09:29 UTC 38.5K followers, 5260 engagements

"$RDW I just bought that Redwire dip. Redwire is quietly assembling the Berkshire Hathaway of Space or better yet a Teledyne-in-orbit. ✅ Strategic accretive acquisitions ✅ Critical infrastructure across every layer: drones VLEO LEO/MEO/GEO Moon Mars defense comms A purpose-built Space and Defense Tech company quietly powering everyone else Still dirt cheap. Still under the radar"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 16:18:28 UTC 38.8K followers, 10.7K engagements

"Feeling good today. Just opened a fresh account with $100K in cash from profit-taking yesterday. No rush to deploy it waiting for the obvious deals. Keeping a close eye on $DMYY warrants $NTLA and $RDW. Plan is to stay highly concentrated XX positions max. Wish me luck"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 14:19:40 UTC 38.8K followers, 19.1K engagements

"$ASTS: ASTS SpaceMobile Closing Price: $XXXXX Market Cap: $19.58B Weekly Gain: +27.20% YTD Gain: +174.79% ASTSs rapid climb continues driven by powerful long-term catalysts: The One Bill sets the stage for Golden Dome contract awards Strategic financing and spectrum acquisitions Upcoming FM-1 commercial launch Continued traction in U.S. mid-band spectrum and regulatory tailwinds 🗓July XX ASTS locked in a $550M non-recourse loan via subsidiary Spectrum USA I LLC. Funds will cover the Ligado spectrum transaction securing access to up to XX MHz of critical U.S./Canada mid-band spectrum. 🗓 July"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 14:20:37 UTC 38.8K followers, 1668 engagements

"$RKLB ODDS OF NEUTRON FLYING BEFORE YEAR-END JUST WENT UP ✅ FCC filing (14/07): Special Temporary Authority granted to Rocket Lab for Wallops runs from July XX 2025 to Jan X 2026 ✅ Shareholder Letter (11/07): Peter Beck reaffirmed: "we target Neutron to start flying later this year" Rocket Labs medium-lift era is about to kick off"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-15 00:04:29 UTC 38.8K followers, 60.1K engagements

"CONSUMER MOBILE -3.2B subs via AT&T Verizon Vodafone & 50+ MNOs -Just XX% adoption at $XXXX ARPU $4.6B annual revenue -XX% margin = $3.2B EBITDA -15x = $48B valuation ✅ Massive scale no retail cost structure no towers. Once active ARPU trickles in with near-zero opex"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:27 UTC 38.8K followers, 4441 engagements

"went fast honestly. About 1824 months ago I put $50K each into $RKLB $RDW and $LUNR. That shot up to $650K in about a year. Then I sold RDW and LUNR and rolled it all into $ASTS around $XX thats what got me to the finish line. Took some profits along the way and enjoyed a few dopamine rides with $SPIR and $KULR when they were still penny stocks"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-17 21:15:12 UTC 38.5K followers, XXX engagements

"DEFENSE/GOV -Golden Dome wins DoD testing global military need -Assume just $250M in annual rev (very small share of $125B+ market) -XX% margin = $175M EBITDA -15x = $2.6B valuation ✅ High-stakes connectivity for forward ops disaster zones global command. Sticky premium contracts"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:28 UTC 38.8K followers, 4113 engagements

"As informed contrarian we should always be aware of our exposure to risk and always require some margin of safety. But don't let your awareness of risk make you pessimistic or paranoid"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 03:17:25 UTC 38.8K followers, 5657 engagements

"$SPIR Spire was awarded a $XXX million two-month task order extension modification from NASA to continue participation in its Commercial Satellite Data Acquisition (CSDA) Program. The award is an extension to a $XXX million 12-month task order awarded in August 2024. Under the task order Spire will continue to deliver its comprehensive Earth observation data including GNSS radio occultation GNSS Reflectometry and space weather measurements"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-15 10:59:29 UTC 38.5K followers, 6802 engagements

"Here's a link to their previous April 30th research report. h/t @VenturaStamo & @yourherofraser for finding this one. 🙏"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 17:39:32 UTC 38.8K followers, 3715 engagements

"$RKLB Strong Buy $XX PT The Center for Financial Research and Analysis came out with a new report on Rocket Lab. "Our Strong Buy recommendation reflects our view that RKLB has emerged as one of the top launch providers for small payloads. We believe the valuation is incredibly attractive considering our long-term outlook." *Analysis prepared by Keith Snyder on Jul XX 2025 01:23 PM ET when the stock traded at USD 50.27"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 17:39:31 UTC 38.8K followers, 82.5K engagements

"@kingtutcap Very common among the best investors from Buffet and Munger: "Diversification is a protection against ignorance. It makes very little sense for those who know what theyre doing.""
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-20 21:42:42 UTC 38.8K followers, 1489 engagements

"ASSUMPTION ➡Why XX% EBITDA margin: -Fixed-cost satellite infra = monster operating leverage. -No cell towers. No customer service ops. No local infrastructure. -Direct integration with MNOs = scaled global margin machine. This is not your typical telco. ➡Why 15x Ev/EBITDA: -Across sectors the long-term average EV/EBITDA multiple for publicly traded companies ranges between 11x and 14x. -Software aerospace infrastructure or telecom (with sticky revenue) often trade at 1520x or higher"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:29 UTC 38.8K followers, 5712 engagements

"$BKSY BlackSky will host a conference call to discuss second quarter 2025 financial results and its business outlook on Thursday August X 2025 at 8:30 AM ET. A press release with BlackSkys financial results will be released in advance of the conference call that same day"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-21 11:31:49 UTC 38.8K followers, 3745 engagements

"BOTTOM LINE Back of the envelope Value: ➡FirstNet: $4.9B ➡Consumer: $48B ➡Defense: $2.6B = $55.5B fair value for $ASTS 👀 Current market cap: $17B The stock trades at XX% discount to conservative vertical math. Still early. Still under-appreciated. and in my humble opinion still cheap. Let me know what you think. 👇"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-16 14:44:30 UTC 38.8K followers, 7052 engagements

"DRONE-TO-GEO STACK Air VLEO LEO MEO GEO $RDW now offers end-to-end data acquisition autonomy and networking from Earths surface to GEO making them uniquely positioned to help defend the United States across every domain of modern conflict. (ie: GOLDEN DOME) ✅Air (UAS): Edge Autonomy brings in combat proven drones like Stalker and Penguin for long endurance airborne missions. ✅VLEO (Orbital Drones): Redwire is developing VLEO spacecraft called "orbital drones" designed to bridge airborne UAS and traditional satellites. ✅LEO: Thresher is a software-defined AIenabled autonomous spacecraft"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-19 13:18:10 UTC 38.8K followers, 5068 engagements

"Beware of overconfidence. Respect uncertainty. We cant predict the timing trigger or shape of the next market disruption. But we can expect it and prepare for it. Enjoy the gains while they last but more importantly make sure you are shock-resistant. Stay sharp"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-17 02:02:18 UTC 38.8K followers, 13K engagements

"Status Update. Milestone Achieved ✅ $1K ➡ $1M What a crazy ride it's been. Thanks for being there along the way 🙏"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-17 20:19:54 UTC 38.8K followers, 25.1K engagements

"@MDucks1997 I think most space companies should do offerings at current level to solidify their balance sheet for the long term"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 11:16:31 UTC 38.6K followers, XXX engagements

"$PL / $BKSY / $SPIR / $RDW Gartner defines Earth intelligence as the application of AI to Earth observation data to deliver solutions specific to industries and business functions. It encompasses gathering and providing Earth observation data fit-for-purpose transforming it and then using it to produce actionable insights with domain-specific AI models tools and applications. New economics are evolving because very low Earth orbit (VLEO) satellites are cheaper to build and launch and these satellites are watching the earth in new ways. Radar and hyperspectral techniques see things which used"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-10 12:45:51 UTC 38.5K followers, 11.7K engagements

"$ASTS / $RKLB / $RDW Space is shaping up to be a multi-decade bull run. Defense data energy telecom AI. everything points up and out. Dont trade it. Stack it. 🫡"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-14 14:10:24 UTC 38.6K followers, 36.6K engagements

"$ASTS Starting to become a fan of Brian McCauley Portfolio Manager at Hennessy Focus Fund. Hes been quietly making the rounds on financial channels talking about the company. The fund holds a massive XX% allocation in ASTS. (24/06/2025)"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-14 18:42:28 UTC 38.6K followers, 48.1K engagements

"@neoalvaro79 not going at it blind been following NTLA for a year plus. I think it's very cheap right now with significant margin of safety and catalysts are coming up early next year"
@SpaceInvestor_D Avatar @SpaceInvestor_D on X 2025-07-18 14:25:50 UTC 38.7K followers, 1037 engagements