[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@SpaceInvestor_D](/creator/twitter/SpaceInvestor_D) "Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1943790232572141698) 2025-07-11 21:51:19 UTC 39.1K followers, 6433 engagements "$ASTS The report would need to cover current DOD pursuits to develop and buy assets that provide REDUNDANT GLOBAL POSITIONING AND POSITIONING NAVIGATION AND TIMING CAPABILITIES including space-based terrestrial-based and quantum-sensing technologies. Defense officials would also be expected to evaluate the ability of the Space Forces Resilient Global Positioning System (R-GPS) program to achieve full capacity to provide resilience to existing U.S. satellites and separately produce framework for enabling a full-scale terrestrial-based GPS redundancy system that could be operational no later"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948817790086840761) 2025-07-25 18:49:03 UTC 39.2K followers, 6445 engagements "SPACE STOCKS My top (3): X. Comms $ASTS X. End-to-End $RKLB X. Infrastructure $RDW What's yours"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946714182747115687) 2025-07-19 23:30:04 UTC 39.2K followers, 85.8K engagements "The space economy is where the internet was in the 1990s or AI in 2020 early and about to scale beyond imagination"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948429077708251632) 2025-07-24 17:04:26 UTC 39.2K followers, 5040 engagements "$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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494734987723157) 2025-07-16 14:44:25 UTC 39.2K followers, 66K 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947068500586992035) 2025-07-20 22:57:59 UTC 39K followers, 19.4K engagements "(3/8) VICTUS HAZE Rocket Lab Goes Tactical Rocket Lab was awarded a $32M contract to build launch and operate a rapid-response mission for the U.S. Space Force. The mission that involves the U.S. Space Force True Anomaly and Firefly will launch a custom Explorer spacecraft on Electron with just XX hours notice. Once given the go ahead Rocket Lab will send its spacecraft into a target orbit where it will team up with a spacecraft being built by True Anomaly. Together the pair will undergo an exercise that will showcase a realistic threat-response synopsis and serve as an example of on-orbit"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1949106491312517438) 2025-07-26 13:56:14 UTC 39.2K followers, 1507 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944012886856106389) 2025-07-12 12:36:04 UTC 39.2K followers, 26.4K engagements "(1/5) SDA is quietly fueling three of the most exciting space stocks: $ASTS $RKLB $RDW The Space Development Agency (SDA) is the U.S. military's fast-moving arm building out the Proliferated Warfighter Space Architecture a resilient low Earth orbit satellite constellation designed for global tracking comms and missile defense. Its one of the most aggressive and well-funded space programs in the U.S. defense ecosystem"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099291068641784) 2025-07-23 19:13:59 UTC 39.2K followers, 22.8K engagements "WHY AM I DOING THIS Focus is one of the most valuable asset we have. My priorities are simple: X. Family & Friends X. Fitness (Mental/Phys) X. Space Investing Everything else is a distraction"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948565118515905034) 2025-07-25 02:05:01 UTC 39.2K followers, 7858 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560179924828550) 2025-07-19 13:18:06 UTC 39.2K followers, 124K engagements "Jumping on a YouTube chat in X hours with some great folks to talk space investing. Well cover my recent $RDW thread and of course some thoughts on $RKLB / $ASTS. Should be a fun one hope to see you there 👇"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947780890391638362) 2025-07-22 22:08:46 UTC 39.1K followers, 8254 engagements "$ASTS DETAILS ON THE PRICING OF THE DEAL IS OUT ($120.12) Capped call transactions entered into in connection with the pricing of the Notes with an initial cap price of $XXXXXX per share of AST SpaceMobiles Class A common stock which represents a premium of XXX% to the last reported sale price of AST SpaceMobiles Class A common stock on July XX 2025"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948700211401920640) 2025-07-25 11:01:50 UTC 39.2K followers, 12.6K 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494739635064953) 2025-07-16 14:44:26 UTC 39.1K followers, 4764 engagements "(7/8) MSR/MTO PROPOSALS Unlike other missions where Rocket Lab has firm launch contracts MSR & MTO are competitive proposal under NASAs reformulated Mars Sample Return program. With these missions $RKLB is aiming for a major role in planetary science history. X. NASA needs a new comms relay around Mars to replace aging orbiters. Thats Mars Telecom Orbiter (MTO) a high-capacity relay that would also support future Mars missions including the retrieval of actual samples from the Martian surface. X. Enter the Mars Sample Return (MSR) campaign a joint NASA-ESA effort to bring Martian soil back to"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1949106506101633397) 2025-07-26 13:56:18 UTC 39.2K followers, 2470 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. $RDW is a first mover and prime mission integrator for air-breathing satellites on two continents with two significant initiatives: X. SabreSat is U.S.-built and"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560184639242707) 2025-07-19 13:18:08 UTC 39.2K followers, 7059 engagements "$RKLB New HASTE LAUNCH date set for July 30th according to Coast Guard hazard areas posted"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947295890277802084) 2025-07-21 14:01:33 UTC 39.2K followers, 9152 engagements "$RKLB Well written summary of Victus Haze a tactically responsive space mission for the U.S. Space Force. 👇 The mission is targeted for launch in 2025"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947664102668525812) 2025-07-22 14:24:42 UTC 39K followers, 9748 engagements "JAPAN TO HIKE DEFENSE SPENDING WITH US FIRMS TO $17B ANNUALLY If every trade deal comes with a big defense boost I can think of a few companies that stand to benefit. Space and defense are becoming increasingly intertwined"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948004346173739375) 2025-07-23 12:56:42 UTC 39.1K followers, 7371 engagements "$ASTS I actually like this raise. The market tends to overreact to dilution but this feels different. Im almost tempted to buy back the shares I trimmed earlier this week. A company cant pull off a public offering like this if bad news is around the corner its almost a silent confirmation that things are on track. Stay sharp 🫡"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948492042801213713) 2025-07-24 21:14:38 UTC 39.2K followers, 30.3K engagements "UNCREWED AIRBORNE SYSTEM On June 13th $RDW announced it completed its acquisition of Edge Autonomy transforming Redwire into a scaled and profitable space and defense tech company focused on integrated autonomous operations for defense and national security. Furthermore on July 14th the US Defense Innovation Unit has included the Stalker uncrewed aerial system (UAS) on its Blue UAS list. "The Blue List selection is an important recognition that streamlines Redwires ability to deliver combat-proven commercially developed UAS technology at scale to meet the Department of Defenses evolving"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560189089333455) 2025-07-19 13:18:09 UTC 39.2K followers, 7640 engagements "$ASTS For degens out there: Options are now available on the 2x Long ASTS ETF $ASTX"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948343995395981630) 2025-07-24 11:26:21 UTC 39.2K followers, 6881 engagements "$ASTS / $RDW The House Armed Services Committee (HASC) held a marathon 14+hour markup session this week. Beyond big spends lawmakers tucked in dozens of amendments requiring reporting or briefings on space-related topics. Why it matters: ✅If AST proves reliable and precise it may be considered part of a diversified commercial PNT support layer. ✅Redwire has two significant Very Low Earth Orbit (VLEO) initiatives. X. SabreSat is U.S.-built and developed as part of the U.S. Defense Advanced Research Projects Agency's (DARPA) Otter program. X. Phantom is European-built (constructed in Belgium)"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946328523746017306) 2025-07-18 21:57:35 UTC 39.1K followers, 11.3K engagements "Good morning ☕ Markets are getting fresh fuel after the U.S. struck a trade deal with Japan easing tariff concerns. The agreement sets a XX% tariff on Japanese imports including autos which make up the bulk of the trade deficit between the two countries. The EU rolled out a no-deal plan this morning to match the XX% tariff but so far the market doesnt seem to budge. Big tech earnings on deck: Tesla and Alphabet report after the close. Keep an eye on existing home sales data this morning. Have a great day"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947986976046490025) 2025-07-23 11:47:41 UTC 39.1K followers, 4940 engagements "Solid day across the board for space stocks. The new trade deal with Japan and the Golden Dome budget bump gave the sector a nice tailwind"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948111343720001776) 2025-07-23 20:01:53 UTC 39.1K followers, 7584 engagements "$ASTS The Bridge kicks off its Monthly SpaceTech Update with a 3-page report on AST"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945808845978091555) 2025-07-17 11:32:34 UTC 39.1K followers, 20.3K engagements "(5/5) $ASTS / $RKLB / $RDW Together these three companies represent the best commercial space innovators in the game. They're not just building cutting-edge tech theyre directly contributing to a more secure and connected world where each is playing a critical role. Theyre helping build the backbone of Americas next-gen space-based defense network. This is commercial space meeting national defense and it's happening now"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099309964263587) 2025-07-23 19:14:04 UTC 39.1K followers, 2786 engagements "$RKLB Rocket Lab featured in USA Today. Nothing new in terms of news but solid mainstream exposure nonetheless. Always good to see our space companies hitting broader media"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948942905940345117) 2025-07-26 03:06:13 UTC 39.2K followers, 7704 engagements "(3/5) $RKLB Rocket Lab is under contract with the Space Development Agency (SDA) for a $XXX million USD firm-fixed price award. As the prime contractor Rocket Lab will design build test and operate the Tranche X Transport Layer-Beta satellites for SDAs Proliferated Warfighter Space Architecture (PWSA). The T2TL Beta satellites part of the Tranche X program will be integrated into SDAs Transport Layer to provide assured resilient low-latency military data and connectivity worldwide to meet DoD needs"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099302036779377) 2025-07-23 19:14:02 UTC 39.1K followers, 1111 engagements "Lets respectfully agree to disagree Kevin. From Munger to his disciples like Li Lu and Mohnish Pabrai they all stepped back from managing outside capital citing the constraints it placed on their ability to invest freely and with conviction. Todays new wave of retail investors is better informed better equipped and more connected than ever. The game has changed. I understand as someone managing a fund the larger it grows the more fees it generates. So I can see why you'd be less inclined to agree with my perspective"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945173857859723711) 2025-07-15 17:29:21 UTC 39.1K followers, 2466 engagements "$GSAT / $RKLB Globalstar Signs Launch Services Agreement with SpaceX "These satellites constructed by our partners at MDA and Rocket Lab will enhance our ability to provide the highest quality satellite services to our customers over the long-term." Globalstar expects the launch will take place next year following the initial launch this year. These satellites have been authorized by the FCC to operate under Globalstars HIBLEO-4 filing for a renewed 15-year term"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1942214575803261110) 2025-07-07 13:30:14 UTC 39.1K followers, 9173 engagements "$RDW Redwire now has the largest gap between Wall Streets average price target ($22.63) and its current share price ($16.30) among top space stocks. Thats an implied upside of over +38%"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948389403602083880) 2025-07-24 14:26:47 UTC 39.2K followers, 13.8K engagements "While the $ASTS and $RKLB communities awaits their Golden Dome awards dont sleep on $RDW. Between their VLEO initiatives space-based sensing X-Bows solid propulsion systems and the new DEMSI digital engineering suite I think theyre quietly lining up for some major awards of their own"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946601656256532716) 2025-07-19 16:02:55 UTC 39.1K followers, 23K engagements "$RKLB Congrats we made it to the big league Conviction Pays 🫡"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945839358168256967) 2025-07-17 13:33:49 UTC 39.1K followers, 16K engagements "@lookass_99 speculation that they purposefully put the earnings call premarket to announce a material news"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948113284621910383) 2025-07-23 20:09:35 UTC 39.1K followers, XXX engagements "$RKLB ROCKET LAB GETS A VADR AWARD OF STUDY WORTH $1.3M Venture-Class Acquisition of Dedicated and Rideshare (VADR) is a NASA launch contract program designed to make it easier and faster for NASA to buy rides to space from private rocket companies. In January 2025 NASA expanded Rocket Labs VADR coverage to include its upcoming Neutron mediumlift reusable rocket in addition to its existing Electron vehicle eligibility"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948738191512441226) 2025-07-25 13:32:45 UTC 39.2K followers, 8398 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560199097008250) 2025-07-19 13:18:11 UTC 39.2K followers, 6415 engagements "Wouldnt be surprised to see a $RKLB raise at these levels and for similar reasons"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948730579110727951) 2025-07-25 13:02:30 UTC 39.2K followers, 12.4K engagements "$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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947330344971071489) 2025-07-21 16:18:28 UTC 39.2K followers, 24K engagements "(4/8) VENUS LIFEFINDER Rocket Lab is going to Venus Rocket Lab is planning the first-ever private mission to Venus aiming to drop a probe into the planets cloud layer in search of organic molecules. Using Neutron (switched recenty from Electron to allow enhanced capabilities) + Explorer the probe will target XX miles altitude where temperatures and pressure are surprisingly Earth-like. Earlier this year $RKLB announced the completion of the probe's heat shield fit check and instrument integration tests. Its bold low-cost science that could help answer one of the biggest questions out there:"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1949106494844108979) 2025-07-26 13:56:15 UTC 39.2K followers, 1283 engagements "$BKSY The agreement gives end-users the ability to set up AI-enabled automated tip-and-cue tasking for BlackSkys proprietary Gen-3 and Gen-2 satellites access to BlackSky Archive imagery and analytics data plus the ability to order third-party commercial constellation data through the BlackSky Spectra tasking and analytics platform"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947999914748682545) 2025-07-23 12:39:06 UTC 39.1K followers, 4432 engagements "(8/8) From Mars to Venus national security to fuel depots @RocketLab is no longer just launching rockets. Theyre vertically integrated increasingly interplanetary and becoming a key player in the next era of space exploration. $RKLB is building more than rockets theyre building a legacy"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1949106510178459651) 2025-07-26 13:56:19 UTC 39.2K followers, 2277 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 $RDW. Plan is to stay highly concentrated XX positions max. Wish me luck"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946213283620356127) 2025-07-18 14:19:40 UTC 39.2K followers, 19.7K engagements "$RDW Redwire announced today that it has been awarded the first phase of a multi-phase contract by DeepSat an Earth observation startup to provide advanced modeling simulation and design services for a planned dual-use Very Low Earth Orbit (VLEO) satellite constellation. The contract represents DeepSats first step towards deploying a VLEO constellation designed to serve customer missions with high revisit and in-orbit AI for advanced sensor fusion"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947626295069704315) 2025-07-22 11:54:28 UTC 39.2K followers, 11.6K engagements "(2/5) $ASTS In February AST SpaceMobile secured a $43M contract in support of the SDA awarded through a prime contractor though not officially named. That prime may very well be Fairwinds Technologies a longtime partner of AST in military and tactical communications. Fairwinds and AST have collaborated on low-latency resilient connectivity solutions for U.S. defense customers. The goal Extend secure comms via BlueBirds massive phased-array satellites directly into tactical networks perfectly aligned with SDAs Tranche X Transport Layer and the broader PWSA mission"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099295187529746) 2025-07-23 19:14:00 UTC 39.1K followers, 1277 engagements "@ShardiB2 I expect them to raise all at once after Q2 earnings call"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1949107031316590850) 2025-07-26 13:58:23 UTC 39.2K followers, XXX engagements "@johhnyWalkerAZ he should do it too honestly"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948480381897892159) 2025-07-24 20:28:18 UTC 39.2K followers, 1395 engagements "$RKLB "The changes outlined in the order would greatly benefit SpaceX which launches far more rockets into space than any other company in the U.S. But it would also help rivals such as Jeff Bezos Blue Origin and California-based Rocket Lab." "The companies have been pushing to pare down oversight for years warning that the U.S. is racing with China to return to the moon in hopes of mining resources like water and rare earth metals and using it as a stepping stone to Mars and could lose if regulations dont allow U.S. companies to move faster""  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947687318149583234) 2025-07-22 15:56:57 UTC 39.1K followers, 9909 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 = $48B valuation ✅ Massive scale no retail cost structure no towers. Once active ARPU trickles in with near-zero opex"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494744093589726) 2025-07-16 14:44:27 UTC 39.2K followers, 4541 engagements "$ASTS WHAT DIP Every single dip is getting bought hard The stock is showing incredible strength bouncing back after being down nearly XX% earlier today"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947732062552658290) 2025-07-22 18:54:45 UTC 39K followers, 9704 engagements "$ASTS / $RKLB / $RDW The Missile Defense Agency just released a draft solicitation for a $151B multi-award IDIQ to build a next-gen multi-domain missile defense system (GOLDEN DOME)"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948808159038214146) 2025-07-25 18:10:46 UTC 39.2K followers, 33.7K 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 = $2.6B valuation ✅ High-stakes connectivity for forward ops disaster zones global command. Sticky premium contracts"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494749055430881) 2025-07-16 14:44:28 UTC 39.2K followers, 4202 engagements "$ASTS Make no mistake this move isnt just retail"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948071562290036982) 2025-07-23 17:23:48 UTC 39.2K followers, 12.7K engagements "Here's a link to their previous April 30th research report. h/t @VenturaStamo & @yourherofraser for finding this one. 🙏"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946625969894072386) 2025-07-19 17:39:32 UTC 39.2K followers, 3771 engagements "$RKLB Strong Buy $XX PT The Center for Financial Research and Analysis came out with a new report on Rocket Lab. "Our Strong Buy recommendation reflects our view that RKLB has emerged as one of the top launch providers for small payloads. We believe the valuation is incredibly attractive considering our long-term outlook." *Analysis prepared by Keith Snyder on Jul XX 2025 01:23 PM ET when the stock traded at USD 50.27"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946625966962520150) 2025-07-19 17:39:31 UTC 39.2K followers, 83.3K engagements "$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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947258206897455306) 2025-07-21 11:31:49 UTC 39.2K followers, 4288 engagements "$RKLB / $RDW / $ASTS The project has already secured $XXXX billion in funding with the newly proposed $XX billion addition included in the Houses Department of Defense Appropriations Act. THIS WOULD BRING THE TOTAL NEAR-TERM BUDGET TO APPROXIMATELY $XX BILLION"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947835456223056297) 2025-07-23 01:45:36 UTC 39.2K followers, 28.9K 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494756307472456) 2025-07-16 14:44:30 UTC 39.1K followers, 7150 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](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560194449940737) 2025-07-19 13:18:10 UTC 39.2K followers, 5913 engagements "Status Update. Milestone Achieved ✅ $1K ➡ $1M What a crazy ride it's been. Thanks for being there along the way 🙏"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945941551890252064) 2025-07-17 20:19:54 UTC 39.1K followers, 25.3K engagements "@RedwireSpace great award for Redwire We are looking forward to your own VLEO sats launch as well. 👀"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947692828609466719) 2025-07-22 16:18:51 UTC 39K followers, XXX engagements "$ASTS / $RKLB / $RDW Waking up to Golden Dome budget jumping $13B from $24.4B to $37.4B is exactly the kind of news Im here for. Could be massive for our favorite space stocks. Let's have a strong day"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947980792061218860) 2025-07-23 11:23:07 UTC 39.2K followers, 14K engagements "$ASTS / $RKLB There's a warning in SpaceX most recent $400B tender offer documentation: "Musk may in the future serve in (political) roles and devote significant time and energy to such roles" Here's a clip from Bloomberg TV talking about it 👇"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948024614707511735) 2025-07-23 14:17:15 UTC 39.1K followers, 10.2K engagements "$LUNR Intuitive Machines moving big today No official news yet but theres growing chatter about potential LTV awards and new CLPS contracts on the horizon"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948032565480133035) 2025-07-23 14:48:50 UTC 39.2K followers, 11.7K engagements "(4/5) $RDW Redwire is supplying critical antennas and RF systems for the SDAs Beta variant via Rocket Labs build. Redwire will produce XX ship sets of antennas and RF front ends for Tranche X in its newly expanded Colorado facility. This award was the latest of a series of contracts related to SDAs Transport Layer going back to Redwires delivery of its first Link XX antennas for Tranche X in 2020. The company was also selected to provide RF hardware and antennas for Tranche X satellites. Redwire has delivered XX Link-16 antennas to date for Tranche-1"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099305690017903) 2025-07-23 19:14:03 UTC 39.1K followers, 2702 engagements "$ASTS "AIMS TO LAUNCH XX SATELLITES BY YEAR END & AFFIRMS PRODUCTION CADENCE.""  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948910003387330613) 2025-07-26 00:55:28 UTC 39.2K followers, 13.3K engagements "$ASTS Starting to become a fan of Brian McCauley Portfolio Manager at Hennessy Focus Fund. Hes been quietly making the rounds on financial channels talking about the company. The fund holds a massive XX% allocation in ASTS. (24/06/2025)"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944829870057644516) 2025-07-14 18:42:28 UTC 39.2K followers, 48.7K engagements "@The_Elon_Moat While the big dogs get all the attention we get to quietly accumulate"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948944073550647590) 2025-07-26 03:10:51 UTC 39.2K followers, XXX engagements "Unpopular opinion: Im totally fine with going sideways for a bit here. Consolidation sets the stage for long term price appreciation"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948476498144317596) 2025-07-24 20:12:52 UTC 39.2K followers, 7739 engagements "$ASTS -7M+ U.S. first responders -Assume XX% adoption at $X ARPU $470M annual revenue -XX% EBITDA margin = $329M EBITDA -15x EV/EBITDA = $4.9B valuation "The Texas-based venture filed with the Federal Communications Commission July XX for permission to use Band XX frequencies via AT&Ts government-backed FirstNet program to enable connectivity in areas without terrestrial coverage.""  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947654867918492013) 2025-07-22 13:48:00 UTC 39.2K followers, 28.9K engagements "$RDW Multi-Domain Defense Technology. feels like Ive seen that somewhere before"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948824024009580702) 2025-07-25 19:13:49 UTC 39.2K followers, 17.7K engagements "Making my first YouTube appearance tomorrow night at 8PM ET on the HustleBrothers' channel. Theyve been doing solid work with their daily $RKLB podcast and Chris and I go way back. Should be a fun one. See you there"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947456229137138068) 2025-07-22 00:38:41 UTC 39.2K followers, 8347 engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@SpaceInvestor_D
"Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier"
@SpaceInvestor_D on X 2025-07-11 21:51:19 UTC 39.1K followers, 6433 engagements
"$ASTS The report would need to cover current DOD pursuits to develop and buy assets that provide REDUNDANT GLOBAL POSITIONING AND POSITIONING NAVIGATION AND TIMING CAPABILITIES including space-based terrestrial-based and quantum-sensing technologies. Defense officials would also be expected to evaluate the ability of the Space Forces Resilient Global Positioning System (R-GPS) program to achieve full capacity to provide resilience to existing U.S. satellites and separately produce framework for enabling a full-scale terrestrial-based GPS redundancy system that could be operational no later" @SpaceInvestor_D on X 2025-07-25 18:49:03 UTC 39.2K followers, 6445 engagements
"SPACE STOCKS My top (3): X. Comms $ASTS X. End-to-End $RKLB X. Infrastructure $RDW What's yours" @SpaceInvestor_D on X 2025-07-19 23:30:04 UTC 39.2K followers, 85.8K engagements
"The space economy is where the internet was in the 1990s or AI in 2020 early and about to scale beyond imagination" @SpaceInvestor_D on X 2025-07-24 17:04:26 UTC 39.2K followers, 5040 engagements
"$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 on X 2025-07-16 14:44:25 UTC 39.2K followers, 66K 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 on X 2025-07-20 22:57:59 UTC 39K followers, 19.4K engagements
"(3/8) VICTUS HAZE Rocket Lab Goes Tactical Rocket Lab was awarded a $32M contract to build launch and operate a rapid-response mission for the U.S. Space Force. The mission that involves the U.S. Space Force True Anomaly and Firefly will launch a custom Explorer spacecraft on Electron with just XX hours notice. Once given the go ahead Rocket Lab will send its spacecraft into a target orbit where it will team up with a spacecraft being built by True Anomaly. Together the pair will undergo an exercise that will showcase a realistic threat-response synopsis and serve as an example of on-orbit" @SpaceInvestor_D on X 2025-07-26 13:56:14 UTC 39.2K followers, 1507 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 on X 2025-07-12 12:36:04 UTC 39.2K followers, 26.4K engagements
"(1/5) SDA is quietly fueling three of the most exciting space stocks: $ASTS $RKLB $RDW The Space Development Agency (SDA) is the U.S. military's fast-moving arm building out the Proliferated Warfighter Space Architecture a resilient low Earth orbit satellite constellation designed for global tracking comms and missile defense. Its one of the most aggressive and well-funded space programs in the U.S. defense ecosystem" @SpaceInvestor_D on X 2025-07-23 19:13:59 UTC 39.2K followers, 22.8K engagements
"WHY AM I DOING THIS Focus is one of the most valuable asset we have. My priorities are simple: X. Family & Friends X. Fitness (Mental/Phys) X. Space Investing Everything else is a distraction" @SpaceInvestor_D on X 2025-07-25 02:05:01 UTC 39.2K followers, 7858 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 on X 2025-07-19 13:18:06 UTC 39.2K followers, 124K engagements
"Jumping on a YouTube chat in X hours with some great folks to talk space investing. Well cover my recent $RDW thread and of course some thoughts on $RKLB / $ASTS. Should be a fun one hope to see you there 👇" @SpaceInvestor_D on X 2025-07-22 22:08:46 UTC 39.1K followers, 8254 engagements
"$ASTS DETAILS ON THE PRICING OF THE DEAL IS OUT ($120.12) Capped call transactions entered into in connection with the pricing of the Notes with an initial cap price of $XXXXXX per share of AST SpaceMobiles Class A common stock which represents a premium of XXX% to the last reported sale price of AST SpaceMobiles Class A common stock on July XX 2025" @SpaceInvestor_D on X 2025-07-25 11:01:50 UTC 39.2K followers, 12.6K 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 on X 2025-07-16 14:44:26 UTC 39.1K followers, 4764 engagements
"(7/8) MSR/MTO PROPOSALS Unlike other missions where Rocket Lab has firm launch contracts MSR & MTO are competitive proposal under NASAs reformulated Mars Sample Return program. With these missions $RKLB is aiming for a major role in planetary science history. X. NASA needs a new comms relay around Mars to replace aging orbiters. Thats Mars Telecom Orbiter (MTO) a high-capacity relay that would also support future Mars missions including the retrieval of actual samples from the Martian surface. X. Enter the Mars Sample Return (MSR) campaign a joint NASA-ESA effort to bring Martian soil back to" @SpaceInvestor_D on X 2025-07-26 13:56:18 UTC 39.2K followers, 2470 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. $RDW is a first mover and prime mission integrator for air-breathing satellites on two continents with two significant initiatives: X. SabreSat is U.S.-built and" @SpaceInvestor_D on X 2025-07-19 13:18:08 UTC 39.2K followers, 7059 engagements
"$RKLB New HASTE LAUNCH date set for July 30th according to Coast Guard hazard areas posted" @SpaceInvestor_D on X 2025-07-21 14:01:33 UTC 39.2K followers, 9152 engagements
"$RKLB Well written summary of Victus Haze a tactically responsive space mission for the U.S. Space Force. 👇 The mission is targeted for launch in 2025" @SpaceInvestor_D on X 2025-07-22 14:24:42 UTC 39K followers, 9748 engagements
"JAPAN TO HIKE DEFENSE SPENDING WITH US FIRMS TO $17B ANNUALLY If every trade deal comes with a big defense boost I can think of a few companies that stand to benefit. Space and defense are becoming increasingly intertwined" @SpaceInvestor_D on X 2025-07-23 12:56:42 UTC 39.1K followers, 7371 engagements
"$ASTS I actually like this raise. The market tends to overreact to dilution but this feels different. Im almost tempted to buy back the shares I trimmed earlier this week. A company cant pull off a public offering like this if bad news is around the corner its almost a silent confirmation that things are on track. Stay sharp 🫡" @SpaceInvestor_D on X 2025-07-24 21:14:38 UTC 39.2K followers, 30.3K engagements
"UNCREWED AIRBORNE SYSTEM On June 13th $RDW announced it completed its acquisition of Edge Autonomy transforming Redwire into a scaled and profitable space and defense tech company focused on integrated autonomous operations for defense and national security. Furthermore on July 14th the US Defense Innovation Unit has included the Stalker uncrewed aerial system (UAS) on its Blue UAS list. "The Blue List selection is an important recognition that streamlines Redwires ability to deliver combat-proven commercially developed UAS technology at scale to meet the Department of Defenses evolving" @SpaceInvestor_D on X 2025-07-19 13:18:09 UTC 39.2K followers, 7640 engagements
"$ASTS For degens out there: Options are now available on the 2x Long ASTS ETF $ASTX" @SpaceInvestor_D on X 2025-07-24 11:26:21 UTC 39.2K followers, 6881 engagements
"$ASTS / $RDW The House Armed Services Committee (HASC) held a marathon 14+hour markup session this week. Beyond big spends lawmakers tucked in dozens of amendments requiring reporting or briefings on space-related topics. Why it matters: ✅If AST proves reliable and precise it may be considered part of a diversified commercial PNT support layer. ✅Redwire has two significant Very Low Earth Orbit (VLEO) initiatives. X. SabreSat is U.S.-built and developed as part of the U.S. Defense Advanced Research Projects Agency's (DARPA) Otter program. X. Phantom is European-built (constructed in Belgium)" @SpaceInvestor_D on X 2025-07-18 21:57:35 UTC 39.1K followers, 11.3K engagements
"Good morning ☕ Markets are getting fresh fuel after the U.S. struck a trade deal with Japan easing tariff concerns. The agreement sets a XX% tariff on Japanese imports including autos which make up the bulk of the trade deficit between the two countries. The EU rolled out a no-deal plan this morning to match the XX% tariff but so far the market doesnt seem to budge. Big tech earnings on deck: Tesla and Alphabet report after the close. Keep an eye on existing home sales data this morning. Have a great day" @SpaceInvestor_D on X 2025-07-23 11:47:41 UTC 39.1K followers, 4940 engagements
"Solid day across the board for space stocks. The new trade deal with Japan and the Golden Dome budget bump gave the sector a nice tailwind" @SpaceInvestor_D on X 2025-07-23 20:01:53 UTC 39.1K followers, 7584 engagements
"$ASTS The Bridge kicks off its Monthly SpaceTech Update with a 3-page report on AST" @SpaceInvestor_D on X 2025-07-17 11:32:34 UTC 39.1K followers, 20.3K engagements
"(5/5) $ASTS / $RKLB / $RDW Together these three companies represent the best commercial space innovators in the game. They're not just building cutting-edge tech theyre directly contributing to a more secure and connected world where each is playing a critical role. Theyre helping build the backbone of Americas next-gen space-based defense network. This is commercial space meeting national defense and it's happening now" @SpaceInvestor_D on X 2025-07-23 19:14:04 UTC 39.1K followers, 2786 engagements
"$RKLB Rocket Lab featured in USA Today. Nothing new in terms of news but solid mainstream exposure nonetheless. Always good to see our space companies hitting broader media" @SpaceInvestor_D on X 2025-07-26 03:06:13 UTC 39.2K followers, 7704 engagements
"(3/5) $RKLB Rocket Lab is under contract with the Space Development Agency (SDA) for a $XXX million USD firm-fixed price award. As the prime contractor Rocket Lab will design build test and operate the Tranche X Transport Layer-Beta satellites for SDAs Proliferated Warfighter Space Architecture (PWSA). The T2TL Beta satellites part of the Tranche X program will be integrated into SDAs Transport Layer to provide assured resilient low-latency military data and connectivity worldwide to meet DoD needs" @SpaceInvestor_D on X 2025-07-23 19:14:02 UTC 39.1K followers, 1111 engagements
"Lets respectfully agree to disagree Kevin. From Munger to his disciples like Li Lu and Mohnish Pabrai they all stepped back from managing outside capital citing the constraints it placed on their ability to invest freely and with conviction. Todays new wave of retail investors is better informed better equipped and more connected than ever. The game has changed. I understand as someone managing a fund the larger it grows the more fees it generates. So I can see why you'd be less inclined to agree with my perspective" @SpaceInvestor_D on X 2025-07-15 17:29:21 UTC 39.1K followers, 2466 engagements
"$GSAT / $RKLB Globalstar Signs Launch Services Agreement with SpaceX "These satellites constructed by our partners at MDA and Rocket Lab will enhance our ability to provide the highest quality satellite services to our customers over the long-term." Globalstar expects the launch will take place next year following the initial launch this year. These satellites have been authorized by the FCC to operate under Globalstars HIBLEO-4 filing for a renewed 15-year term" @SpaceInvestor_D on X 2025-07-07 13:30:14 UTC 39.1K followers, 9173 engagements
"$RDW Redwire now has the largest gap between Wall Streets average price target ($22.63) and its current share price ($16.30) among top space stocks. Thats an implied upside of over +38%" @SpaceInvestor_D on X 2025-07-24 14:26:47 UTC 39.2K followers, 13.8K engagements
"While the $ASTS and $RKLB communities awaits their Golden Dome awards dont sleep on $RDW. Between their VLEO initiatives space-based sensing X-Bows solid propulsion systems and the new DEMSI digital engineering suite I think theyre quietly lining up for some major awards of their own" @SpaceInvestor_D on X 2025-07-19 16:02:55 UTC 39.1K followers, 23K engagements
"$RKLB Congrats we made it to the big league Conviction Pays 🫡" @SpaceInvestor_D on X 2025-07-17 13:33:49 UTC 39.1K followers, 16K engagements
"@lookass_99 speculation that they purposefully put the earnings call premarket to announce a material news" @SpaceInvestor_D on X 2025-07-23 20:09:35 UTC 39.1K followers, XXX engagements
"$RKLB ROCKET LAB GETS A VADR AWARD OF STUDY WORTH $1.3M Venture-Class Acquisition of Dedicated and Rideshare (VADR) is a NASA launch contract program designed to make it easier and faster for NASA to buy rides to space from private rocket companies. In January 2025 NASA expanded Rocket Labs VADR coverage to include its upcoming Neutron mediumlift reusable rocket in addition to its existing Electron vehicle eligibility" @SpaceInvestor_D on X 2025-07-25 13:32:45 UTC 39.2K followers, 8398 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 on X 2025-07-19 13:18:11 UTC 39.2K followers, 6415 engagements
"Wouldnt be surprised to see a $RKLB raise at these levels and for similar reasons" @SpaceInvestor_D on X 2025-07-25 13:02:30 UTC 39.2K followers, 12.4K engagements
"$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 on X 2025-07-21 16:18:28 UTC 39.2K followers, 24K engagements
"(4/8) VENUS LIFEFINDER Rocket Lab is going to Venus Rocket Lab is planning the first-ever private mission to Venus aiming to drop a probe into the planets cloud layer in search of organic molecules. Using Neutron (switched recenty from Electron to allow enhanced capabilities) + Explorer the probe will target XX miles altitude where temperatures and pressure are surprisingly Earth-like. Earlier this year $RKLB announced the completion of the probe's heat shield fit check and instrument integration tests. Its bold low-cost science that could help answer one of the biggest questions out there:" @SpaceInvestor_D on X 2025-07-26 13:56:15 UTC 39.2K followers, 1283 engagements
"$BKSY The agreement gives end-users the ability to set up AI-enabled automated tip-and-cue tasking for BlackSkys proprietary Gen-3 and Gen-2 satellites access to BlackSky Archive imagery and analytics data plus the ability to order third-party commercial constellation data through the BlackSky Spectra tasking and analytics platform" @SpaceInvestor_D on X 2025-07-23 12:39:06 UTC 39.1K followers, 4432 engagements
"(8/8) From Mars to Venus national security to fuel depots @RocketLab is no longer just launching rockets. Theyre vertically integrated increasingly interplanetary and becoming a key player in the next era of space exploration. $RKLB is building more than rockets theyre building a legacy" @SpaceInvestor_D on X 2025-07-26 13:56:19 UTC 39.2K followers, 2277 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 $RDW. Plan is to stay highly concentrated XX positions max. Wish me luck" @SpaceInvestor_D on X 2025-07-18 14:19:40 UTC 39.2K followers, 19.7K engagements
"$RDW Redwire announced today that it has been awarded the first phase of a multi-phase contract by DeepSat an Earth observation startup to provide advanced modeling simulation and design services for a planned dual-use Very Low Earth Orbit (VLEO) satellite constellation. The contract represents DeepSats first step towards deploying a VLEO constellation designed to serve customer missions with high revisit and in-orbit AI for advanced sensor fusion" @SpaceInvestor_D on X 2025-07-22 11:54:28 UTC 39.2K followers, 11.6K engagements
"(2/5) $ASTS In February AST SpaceMobile secured a $43M contract in support of the SDA awarded through a prime contractor though not officially named. That prime may very well be Fairwinds Technologies a longtime partner of AST in military and tactical communications. Fairwinds and AST have collaborated on low-latency resilient connectivity solutions for U.S. defense customers. The goal Extend secure comms via BlueBirds massive phased-array satellites directly into tactical networks perfectly aligned with SDAs Tranche X Transport Layer and the broader PWSA mission" @SpaceInvestor_D on X 2025-07-23 19:14:00 UTC 39.1K followers, 1277 engagements
"@ShardiB2 I expect them to raise all at once after Q2 earnings call" @SpaceInvestor_D on X 2025-07-26 13:58:23 UTC 39.2K followers, XXX engagements
"@johhnyWalkerAZ he should do it too honestly" @SpaceInvestor_D on X 2025-07-24 20:28:18 UTC 39.2K followers, 1395 engagements
"$RKLB "The changes outlined in the order would greatly benefit SpaceX which launches far more rockets into space than any other company in the U.S. But it would also help rivals such as Jeff Bezos Blue Origin and California-based Rocket Lab." "The companies have been pushing to pare down oversight for years warning that the U.S. is racing with China to return to the moon in hopes of mining resources like water and rare earth metals and using it as a stepping stone to Mars and could lose if regulations dont allow U.S. companies to move faster"" @SpaceInvestor_D on X 2025-07-22 15:56:57 UTC 39.1K followers, 9909 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 = $48B valuation ✅ Massive scale no retail cost structure no towers. Once active ARPU trickles in with near-zero opex" @SpaceInvestor_D on X 2025-07-16 14:44:27 UTC 39.2K followers, 4541 engagements
"$ASTS WHAT DIP Every single dip is getting bought hard The stock is showing incredible strength bouncing back after being down nearly XX% earlier today" @SpaceInvestor_D on X 2025-07-22 18:54:45 UTC 39K followers, 9704 engagements
"$ASTS / $RKLB / $RDW The Missile Defense Agency just released a draft solicitation for a $151B multi-award IDIQ to build a next-gen multi-domain missile defense system (GOLDEN DOME)" @SpaceInvestor_D on X 2025-07-25 18:10:46 UTC 39.2K followers, 33.7K 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 = $2.6B valuation ✅ High-stakes connectivity for forward ops disaster zones global command. Sticky premium contracts" @SpaceInvestor_D on X 2025-07-16 14:44:28 UTC 39.2K followers, 4202 engagements
"$ASTS Make no mistake this move isnt just retail" @SpaceInvestor_D on X 2025-07-23 17:23:48 UTC 39.2K followers, 12.7K engagements
"Here's a link to their previous April 30th research report. h/t @VenturaStamo & @yourherofraser for finding this one. 🙏" @SpaceInvestor_D on X 2025-07-19 17:39:32 UTC 39.2K followers, 3771 engagements
"$RKLB Strong Buy $XX PT The Center for Financial Research and Analysis came out with a new report on Rocket Lab. "Our Strong Buy recommendation reflects our view that RKLB has emerged as one of the top launch providers for small payloads. We believe the valuation is incredibly attractive considering our long-term outlook." *Analysis prepared by Keith Snyder on Jul XX 2025 01:23 PM ET when the stock traded at USD 50.27" @SpaceInvestor_D on X 2025-07-19 17:39:31 UTC 39.2K followers, 83.3K engagements
"$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 on X 2025-07-21 11:31:49 UTC 39.2K followers, 4288 engagements
"$RKLB / $RDW / $ASTS The project has already secured $XXXX billion in funding with the newly proposed $XX billion addition included in the Houses Department of Defense Appropriations Act. THIS WOULD BRING THE TOTAL NEAR-TERM BUDGET TO APPROXIMATELY $XX BILLION" @SpaceInvestor_D on X 2025-07-23 01:45:36 UTC 39.2K followers, 28.9K 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 on X 2025-07-16 14:44:30 UTC 39.1K followers, 7150 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 on X 2025-07-19 13:18:10 UTC 39.2K followers, 5913 engagements
"Status Update. Milestone Achieved ✅ $1K ➡ $1M What a crazy ride it's been. Thanks for being there along the way 🙏" @SpaceInvestor_D on X 2025-07-17 20:19:54 UTC 39.1K followers, 25.3K engagements
"@RedwireSpace great award for Redwire We are looking forward to your own VLEO sats launch as well. 👀" @SpaceInvestor_D on X 2025-07-22 16:18:51 UTC 39K followers, XXX engagements
"$ASTS / $RKLB / $RDW Waking up to Golden Dome budget jumping $13B from $24.4B to $37.4B is exactly the kind of news Im here for. Could be massive for our favorite space stocks. Let's have a strong day" @SpaceInvestor_D on X 2025-07-23 11:23:07 UTC 39.2K followers, 14K engagements
"$ASTS / $RKLB There's a warning in SpaceX most recent $400B tender offer documentation: "Musk may in the future serve in (political) roles and devote significant time and energy to such roles" Here's a clip from Bloomberg TV talking about it 👇" @SpaceInvestor_D on X 2025-07-23 14:17:15 UTC 39.1K followers, 10.2K engagements
"$LUNR Intuitive Machines moving big today No official news yet but theres growing chatter about potential LTV awards and new CLPS contracts on the horizon" @SpaceInvestor_D on X 2025-07-23 14:48:50 UTC 39.2K followers, 11.7K engagements
"(4/5) $RDW Redwire is supplying critical antennas and RF systems for the SDAs Beta variant via Rocket Labs build. Redwire will produce XX ship sets of antennas and RF front ends for Tranche X in its newly expanded Colorado facility. This award was the latest of a series of contracts related to SDAs Transport Layer going back to Redwires delivery of its first Link XX antennas for Tranche X in 2020. The company was also selected to provide RF hardware and antennas for Tranche X satellites. Redwire has delivered XX Link-16 antennas to date for Tranche-1" @SpaceInvestor_D on X 2025-07-23 19:14:03 UTC 39.1K followers, 2702 engagements
"$ASTS "AIMS TO LAUNCH XX SATELLITES BY YEAR END & AFFIRMS PRODUCTION CADENCE."" @SpaceInvestor_D on X 2025-07-26 00:55:28 UTC 39.2K followers, 13.3K engagements
"$ASTS Starting to become a fan of Brian McCauley Portfolio Manager at Hennessy Focus Fund. Hes been quietly making the rounds on financial channels talking about the company. The fund holds a massive XX% allocation in ASTS. (24/06/2025)" @SpaceInvestor_D on X 2025-07-14 18:42:28 UTC 39.2K followers, 48.7K engagements
"@The_Elon_Moat While the big dogs get all the attention we get to quietly accumulate" @SpaceInvestor_D on X 2025-07-26 03:10:51 UTC 39.2K followers, XXX engagements
"Unpopular opinion: Im totally fine with going sideways for a bit here. Consolidation sets the stage for long term price appreciation" @SpaceInvestor_D on X 2025-07-24 20:12:52 UTC 39.2K followers, 7739 engagements
"$ASTS -7M+ U.S. first responders -Assume XX% adoption at $X ARPU $470M annual revenue -XX% EBITDA margin = $329M EBITDA -15x EV/EBITDA = $4.9B valuation "The Texas-based venture filed with the Federal Communications Commission July XX for permission to use Band XX frequencies via AT&Ts government-backed FirstNet program to enable connectivity in areas without terrestrial coverage."" @SpaceInvestor_D on X 2025-07-22 13:48:00 UTC 39.2K followers, 28.9K engagements
"$RDW Multi-Domain Defense Technology. feels like Ive seen that somewhere before" @SpaceInvestor_D on X 2025-07-25 19:13:49 UTC 39.2K followers, 17.7K engagements
"Making my first YouTube appearance tomorrow night at 8PM ET on the HustleBrothers' channel. Theyve been doing solid work with their daily $RKLB podcast and Chris and I go way back. Should be a fun one. See you there" @SpaceInvestor_D on X 2025-07-22 00:38:41 UTC 39.2K followers, 8347 engagements