[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.] #  @SpacBobby SpacBobby SpacBobby posts on X about $asts, $krknf, $pngv, $rklb the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::570754937/interactions)  - X Week XXXXXXX +13% - X Month XXXXXXX -XX% - X Months XXXXXXXXX +1,322% - X Year XXXXXXXXX +13,918% ### Mentions: XX [#](/creator/twitter::570754937/posts_active)  - X Week XX -XX% - X Month XXX -XXXX% - X Months XXXXX +1,622% - X Year XXXXX +1,888% ### Followers: XXXXXX [#](/creator/twitter::570754937/followers)  - X Week XXXXXX +0.39% - X Month XXXXXX +1.20% - X Months XXXXXX +8.60% - X Year XXXXXX +7.60% ### CreatorRank: XXXXXXX [#](/creator/twitter::570754937/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) XXXXX% [stocks](/list/stocks) XXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXXX% [exchanges](/list/exchanges) XXX% [technology brands](/list/technology-brands) XXX% [travel destinations](/list/travel-destinations) XXXX% [celebrities](/list/celebrities) XXXX% **Social topic influence** [$asts](/topic/$asts) #32, [$krknf](/topic/$krknf) #9, [$pngv](/topic/$pngv) #10, [$rklb](/topic/$rklb) #39, [strong](/topic/strong) 5.75%, [$pgy](/topic/$pgy) #36, [bank](/topic/bank) 4.6%, [bullish](/topic/bullish) #198, [ipo](/topic/ipo) #376, [bloomberg](/topic/bloomberg) #208 **Top accounts mentioned or mentioned by** [@spacanpanman](/creator/undefined) [@kalshi](/creator/undefined) [@blackapple](/creator/undefined) [@meiyim653317](/creator/undefined) [@mrderivatives](/creator/undefined) [@shawn94093906](/creator/undefined) [@ejdisokqaloa](/creator/undefined) [@carrotdoom](/creator/undefined) [@awesomebeast321](/creator/undefined) [@whitehouse](/creator/undefined) [@kobeissiletter](/creator/undefined) [@alfredj09761007](/creator/undefined) [@rocheguime](/creator/undefined) [@michaeljburry](/creator/undefined) [@eggs1419](/creator/undefined) [@jay6423852009](/creator/undefined) [@johnycarves](/creator/undefined) [@0xdoot](/creator/undefined) [@marketparadox44](/creator/undefined) [@wingingit87654](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [RAI Finance (SOFI)](/topic/$sofi) [Ondas Holdings Inc. Common Stock (ONDS)](/topic/$onds) [501 (32)](/topic/$32) [Upstart Holdings, Inc. Common stock (UPST)](/topic/$upst) [Pangolin (PNG)](/topic/$png) [NVIDIA Corp. (NVDA)](/topic/$nvda) [MercadoLibre Inc (MELI)](/topic/$meli) [Hut X Mining Corp. (HUT)](/topic/$hut) [Apple, Inc. (AAPL)](/topic/$aapl) [GameStop, Corp. (GME)](/topic/$gme) ### Top Social Posts Top posts by engagements in the last XX hours "$ASTS - In summary sum of parts of worth more current share price. You could be getting the rest of their biz for free based on the upped valuation of their spectrum alone" [X Link](https://x.com/SpacBobby/status/1998050322695008507) 2025-12-08T15:21Z 55.8K followers, 5504 engagements "$KRKNF $PNG.V - National Bank's Note on Kraken's Q325 Results: National Bank of Canada's Mike Stevens says in a report that despite 3Q revenue coming in a bit light Canadian marine technology company Kraken Robotics maintained its FY25 guidance pointing to a strong upcoming 4Q. "4Q has always been the seasonally strongest quarter as deliveries ramp throughout the year" Stevens says pointing to 4Q of 2023 where XX% of full-year revenue was delivered. "Additionally Kraken has delivered within its guidance ranges across each of the past three years giving us comfort with the prospects of Kraken" [X Link](https://x.com/SpacBobby/status/1993048691054461031) 2025-11-24T20:06Z 55.8K followers, 5761 engagements "$KRKNF $PNG.V - Canadian markets still open today and Kraken Robotics was halted trading just now (due to volatility) because someone decided to load up 300k shares (at market) on a low liquidity day lol" [X Link](https://x.com/SpacBobby/status/1994076015023608245) 2025-11-27T16:09Z 55.8K followers, 25.4K engagements "$KRKNF $PNG.V - Canada clinches deal to join Europes 150B defense scheme allows Canadian companies to bid into EU-supported joint procurement projects Should be a positive for Kraken Robotics on potentially being awarded European defence contracts" [X Link](https://x.com/SpacBobby/status/1995594560450507158) 2025-12-01T20:43Z 55.8K followers, 2070 engagements "$KRKNF $PNG.V - Kraken Robotics Inc. announces it has received purchase orders for synthetic aperture sonar (SAS) and battery products totaling approximately $XX million. Orders for Kraken SAS KATFISH towed SAS spares and SeaPower batteries have been placed by multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries" [X Link](https://x.com/SpacBobby/status/1995827621587026207) 2025-12-02T12:09Z 55.8K followers, 3709 engagements "@rocheguime I missed $ONDS It does look like an interesting play. Also hold a defense stock though in $KRKNF" [X Link](https://x.com/SpacBobby/status/1995979459133063503) 2025-12-02T22:12Z 55.8K followers, 1204 engagements "$ASTS - All momentum indicators went bullish the last few days on AST SpaceMobile. We also closed over the XX day MA yesterday for the first time in over a month Rate cuts incoming over $XXX billion in cash for 100+ sats to be deployed in the next 12-18 months and over $X billion of contracted revenue commitments already. Exciting times T-10 days till BB6 goes liftoff 🚀" [X Link](https://x.com/SpacBobby/status/1997003769981354431) 2025-12-05T18:02Z 55.8K followers, 5069 engagements "@Shawn94093906 Starlink should have around 10000 by then but will need around 20000 for full global coverage whereas $ASTS might need close to XXX for full global 5G coverage" [X Link](https://x.com/SpacBobby/status/1997716605204328471) 2025-12-07T17:15Z 55.8K followers, XXX engagements "$RKLB - Rocket Lab awarded R&D funding from Canadian Space Agency Rocket Lab has been awarded funding by the Canadian Space Agency to develop a new medium-class reaction wheel with targeted minimum angular momentum capacity of XX Nms designed to support 500kg - 1000kg satellites with larger payloads operating in low Earth orbit and beyond. Awarded through the CSA's Space Technology Development Program to Rocket Lab's Canadian subsidiary the contract aims to accelerate the development of Canadian-designed and built space technologies and strengthen the domestic commercial supply chain. Rocket" [X Link](https://x.com/SpacBobby/status/1998396942796103944) 2025-12-09T14:18Z 55.8K followers, 1395 engagements "*SPACEX SEES VALUATION OF ABOUT $XXX TRILLION IN PUBLIC OFFERING SpaceX Said to Pursue 2026 IPO Raising Far Above $XX Billion Summary by Bloomberg AI SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $XX billion. The company is targeting a valuation of about $XXX trillion for the entire company and is pursuing a listing as soon as mid-to-late 2026. We are not bullish enough $ASTS and $RKLB" [X Link](https://x.com/SpacBobby/status/1998497371580477593) 2025-12-09T20:57Z 55.8K followers, 2115 engagements "SpaceX Valuation Estimates: $1.5T IPO (mid-late 2026) Revenue Consensus: 2025: $15B 2026: $23B (53% growth y/y): 65x sales $ASTS ($27B current MC) Revenue Consensus: (BB estimates) 2025: $57M 2026: $328M (475% growth y/y): 82x sales 2027: $724M (120% growth y/y): 37x sales 2028: $1.47B (103% growth y/y): 18x sales $RKLB ($28B current MC) Revenue Consensus: 2025: $599M 2026: $879M (47% growth y/y): 32x sales 2027: $1.23B (40% growth y/y): 23x sales 2028: $1.55B (26% growth/y/y): 18x sales Market should re-rate both $ASTS and $RKLB much higher in the coming weeks if SpaceX does indeed plan to" [X Link](https://x.com/SpacBobby/status/1998512500674015311) 2025-12-09T21:58Z 55.8K followers, 8170 engagements "@Nizasana Yup Starlink knows their product is inferior and will be a few years behind $ASTS" [X Link](https://x.com/SpacBobby/status/1998827466798821385) 2025-12-10T18:49Z 55.8K followers, XXX engagements "$UPST - Looks like the whole sector wide sell-off in the lending space was due to an error in calculation by BTIG which they fixed this morning. 🤣 They revised their numbers from XXXX% delinquencies to XXX% for Aug. Clown show Upstart up X% pre-market" [X Link](https://x.com/SpacBobby/status/1973366021559124177) 2025-10-01T12:34Z 55.8K followers, 3915 engagements "@spacanpanman Tks for the cheap $PGY shares.loaded last few days" [X Link](https://x.com/SpacBobby/status/1973374923780538432) 2025-10-01T13:10Z 55.8K followers, 1453 engagements "$KRKNF $PNG.V - Some catalysts I'm watching for in the next few months: 1) Nasdaq and Toronto Stock Exchange uplisting update 2) Additional Anduril contract wins (most tech used in Anduril's subsea program is provided by Kraken) 3) Re-rating potential. As a company traded on the OTC/Venture exchanges they typically don't get wide analyst coverage and don't get the premium valuation that you see in NYSE/Nasdaq listed firms like $UMAC $KOTS and $AVAV. This creates the opportunity to buy at cheaper multiples before the herd finds out. @spacanpanman laid out the industry multiple comparisions" [X Link](https://x.com/SpacBobby/status/1983947983675937116) 2025-10-30T17:23Z 55.8K followers, 10.7K engagements "$KRKNF $PNG - This is what I was waiting for. Right back down to the XX day. Love indiscrimiate panic selling. Yes I bought the DIP 🦑" [X Link](https://x.com/SpacBobby/status/1986491359281475603) 2025-11-06T17:50Z 55.8K followers, 7151 engagements "@michaeljburry You might be right but the markets can stay irrational longer than you can stay solvent" [X Link](https://x.com/SpacBobby/status/1991306871404413301) 2025-11-20T00:45Z 55.8K followers, 23.3K engagements "$KRKNF $PNG.V Analyst Coverage (CAD): National Bank: $XXXX PT (Buy) Desjardins Securities: $XXXX (Buy) Raymond James: $XXXX (Outperform) ScotiaBank: $XXXX (Sector Outperform) Canaccord Genuity: $XXXX (Hold) Cormark Securities: $XXXX (Market Perform)" [X Link](https://x.com/SpacBobby/status/1993344386227384740) 2025-11-25T15:41Z 55.8K followers, 4956 engagements "@jay6423852009 Hopefully next year when $KRKNF uplists on the Nasdaq" [X Link](https://x.com/SpacBobby/status/1994393719538438376) 2025-11-28T13:11Z 55.8K followers, XXX engagements "$PGY - Kind of insane how cheap Pagaya is trading at: Estimates (Bloomberg): 2026: Revenue $1.494B EPS Adj+ $XXXX EBITDA $457M 2027: Revenue $1.696B EPS Adj+ $XXXX EBITDA $544M 1) P/E of 9x for CY XX and 7x for CY of XX 2) 4.4x EV/EBITDA CY XX and 3.6x EV/EBITDA CY XX Cheap cheap" [X Link](https://x.com/SpacBobby/status/1994433524200587748) 2025-11-28T15:49Z 55.8K followers, 9290 engagements "$RKLB - Bloomberg Estimates out till 2030: Revenue: 2025: $599M 2026: $879M 2027: $1.227B 2028: $1.554B 2029: $1.892B 2030: $2.41B EBITDA: 2025: -$111M 2026: $4.05M 2027: $178M 2028: $334M 2029: $450M 20230: $548M FCF: 2025: -$277M 2026: -$74M 2027: $76M 2028: $220M 2029: $330M 2030: $357M Rocket Lab is hitting an inflection going EBITDA positive next year and hitting +FCF by middle of next year (after the big capex spend on Neutron). A re-rating much higher by middle of next year is in the cards if the company can hit their financial targets. These estimates are also low in my opinion" [X Link](https://x.com/SpacBobby/status/1994444854949286019) 2025-11-28T16:34Z 55.8K followers, 3640 engagements "@Theta_God $PGY trades like a no growth bank. At some point the market will re-price this" [X Link](https://x.com/SpacBobby/status/1994856872990708161) 2025-11-29T19:51Z 55.8K followers, XXX engagements "@ejdisokqaloa Off the top of my head $ASTS $RKLB $KRKNF $NBIS $SOFI" [X Link](https://x.com/SpacBobby/status/1995675936155644189) 2025-12-02T02:06Z 55.8K followers, XXX engagements "I bought $NVDA at $XXXXX ✅ I bought $MELI at $XXX ✅ I bought $ASTS at $XXXX ✅ I bought $RKLB at $XXXX ✅ I bought $SOFI at $XXXX ✅ I bought $HUT at $XXXXX ✅ I bought $NBIS at $XXXXX ✅ I bought $KRKNF at $XXXX ✅ The last X companies listed are my most recent major purchases. Perfect time to buy is when a company is hitting an inflection point in growth (fundies) + chart has fallen back to the long term averages and is ready to take off as analysts play catch up to the name. Remember there are always opportunities to be found in the market. If you miss one there will always be another. We never" [X Link](https://x.com/SpacBobby/status/1995918825662128511) 2025-12-02T18:11Z 55.8K followers, 36.2K engagements "@johnycarves $PGY is a great company but gets a slow growth bank multiple. A re-rating higher is in the cards for 2026 once a few more strong quarters are behind them" [X Link](https://x.com/SpacBobby/status/1996242955401662466) 2025-12-03T15:39Z 55.8K followers, XXX engagements "$ASTS is going to take us to the promise land Dec 15th we ride 🚀" [X Link](https://x.com/SpacBobby/status/1996253005080100974) 2025-12-03T16:19Z 55.8K followers, 1716 engagements "$KRKNF $PNG.V - Anduril Opens for Business in Japan With Eye on Mass Production (Bloomberg) -- US defense firm Anduril Industries Inc. announced the launching of a unit in Japan as it eyes deeper collaboration with local suppliers and the possibility of large-scale manufacturing in the future a move that chimes with the nations push to expand its defense industry. The next step in our relationship with many of these companies is to not just use their components for building systems for the United States but also systems that are built in Japan for Japan Anduril founder Palmer Luckey said" [X Link](https://x.com/SpacBobby/status/1996261732956979369) 2025-12-03T16:54Z 55.8K followers, 10.4K engagements "$ASTS - All the momentum indicators flipped bullish today. 🟢 RSI Slope went positive and MACD showed a bullish crossover. Right on time for the launch campaign 🚀" [X Link](https://x.com/SpacBobby/status/1996339120160002267) 2025-12-03T22:01Z 55.8K followers, 8391 engagements "$KRKNF $PNG.V - Momentum indicators all flipped bullish about a week ago. Add to that new customer contract wins of $12M a few days ago and the business is at a key inflection point. Current revenue Estimates (CAD): 2025: $122M 2026: $173M 2027: $267M 2028: $310M Market Cap of $1.8B growing EPS at 75-100% with a CY XX P/E XX. Cheap on all metrics when compared to their competitors" [X Link](https://x.com/SpacBobby/status/1996632132421324821) 2025-12-04T17:26Z 55.8K followers, 4451 engagements "$ASTS - The stock chart right now" [X Link](https://x.com/SpacBobby/status/1996636037242896687) 2025-12-04T17:41Z 55.8K followers, 6345 engagements "@Polymarket $AAPL at all time highs b/c of this" [X Link](https://x.com/SpacBobby/status/1996746971886014843) 2025-12-05T01:02Z 55.8K followers, 74K engagements "$ASTS - Over last few weeks I have been buying the DIP on AST SpaceMobile. When your conviction is as strong as mine you take advantage of the panic. Thank you paper hands.I know what is coming" [X Link](https://x.com/SpacBobby/status/1996754460962673087) 2025-12-05T01:32Z 55.8K followers, 3141 engagements "$ASTS $RKLB - SpaceX Tells Investors Its Aiming For Late 2026 IPO -The Information Elon Musks SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year according to two people familiar with the discussions. The talks come as SpaceX considers holding a sale of shares held by investors and employees that would value the company at $XXX billion double its valuation in a sale this summer in what would make it the most valuable private company. The company is considering a public listing of the entire" [X Link](https://x.com/SpacBobby/status/1997036893259944144) 2025-12-05T20:14Z 55.8K followers, 1886 engagements "@WhiteHouse Waiting for another ratio 🤣" [X Link](https://x.com/SpacBobby/status/1997062963560436159) 2025-12-05T21:58Z 55.8K followers, 6546 engagements "$KRKNF $PNG.V - Nice visual layout of all the companies using Kraken Robotics tech 👇👇" [X Link](https://x.com/SpacBobby/status/1997088617919852634) 2025-12-05T23:40Z 55.8K followers, 3520 engagements "@0xDoot Indications of last minute modifications to BB7. Potential use might be for the US govt. A few weeks delay here and there in the grand scheme of things is nothing when they are signing 10-15 year deals with major telecom providers" [X Link](https://x.com/SpacBobby/status/1998126673892679872) 2025-12-08T20:24Z 55.8K followers, XX engagements "@BlackApple Yes the market still doesnt believe their tech will work hence the big short interest" [X Link](https://x.com/SpacBobby/status/1998542976696418458) 2025-12-09T23:59Z 55.8K followers, XX engagements "$RKLB - After a near XX% correction from the mid-October highs we are seeing some stabilization in the charts with a bounce off the XXX Day MA last week. The is a big volume shelf just above current levels in the $43-$53 range which should offer some support before the next wave of catalysts going into 2026. 1) SDA Tranche X Tracking Layer 2) Golden Dome 3) Maiden Neutron Launch Was happy to BUY the Dip last week in the $30's. Thanks Panicans" [X Link](https://x.com/SpacBobby/status/1994896985841963380) 2025-11-29T22:31Z 55.8K followers, 13.2K engagements "The most important thing thats going to happen in the world in the next 3-4 years is data centers in space. Long $ASTS & $RKLB" [X Link](https://x.com/SpacBobby/status/1998494072005095708) 2025-12-09T20:44Z 55.8K followers, 11.8K engagements "@unusual_whales The market is basically valuing $GME core biz at $X lol" [X Link](https://x.com/SpacBobby/status/1998517964807745812) 2025-12-09T22:19Z 55.8K followers, 6576 engagements "$ASTS vs Starlink Valuation We are not bullish enough" [X Link](https://x.com/SpacBobby/status/1998790738570784866) 2025-12-10T16:23Z 55.8K followers, 6278 engagements "Today. $ASTS +10% $RKLB +8% $KRKNF +5% Let your winners run 🤝" [X Link](https://x.com/SpacBobby/status/1998858959428653513) 2025-12-10T20:54Z 55.8K followers, 1645 engagements "$KRKNF $PNG.V - Just In: Raymond James raises Kraken Robotics Price Target to $XXXX from $X and keeps an outperform rating" [X Link](https://x.com/SpacBobby/status/1993029552852156755) 2025-11-24T18:50Z 55.8K followers, 8918 engagements "$KRKNF $PNG.V - Kraken Robotics starting to catch a bid again after X Price Target raises over the last few days following a strong Q3 XX report. Desjardins Securities: $X - $XXXX Raymond James: $X - $XXXX We also just recaptured the XX day MA ($3.99). It's up X% today. Analyst have now raised CY 2026 estimates to $181.7M representing close to XX% y/y sales growth. An exciting under the radar leader in subsea battery + sonar space and good proxy to the high growth private defense contractor Anduril. We are still early" [X Link](https://x.com/SpacBobby/status/1993392848281256075) 2025-11-25T18:54Z 55.8K followers, 5801 engagements "$ASTS - Did you know AST SpaceMobile's "management expects the company to reach cash flow breakeven (prior to growth capex) by end of Q1 2026 or once XX satellites are in orbit." "The best investments are bought before economic reality and the fundamentals and larger story become obvious." "If AST accomplishes it's objective to "connect the unconnected" over the next five years it will not only redefine wireless connectivity on a global scale but launch the company quite literally into the largest subscription business and wireless carrier in the world. After all AST isn't merely launching a" [X Link](https://x.com/SpacBobby/status/1997803387237110119) 2025-12-07T23:00Z 55.8K followers, 8741 engagements "$ASTS - For those still wondering about BlueBird X (FM2) delays. Scott Wisniewski basically said just now during the UBS conference today that BB7 will go up "shortly thereafter" the India launch of BB6. He also said up to XX launches total for the end 2026" [X Link](https://x.com/SpacBobby/status/1998116760248053813) 2025-12-08T19:45Z 55.8K followers, 7420 engagements "@spacanpanman $RKLB $28B MC $ASTS $27B MC Sit back and enjoy the ride" [X Link](https://x.com/SpacBobby/status/1998499484821762172) 2025-12-09T21:06Z 55.8K followers, 1021 engagements "@BlackApple Once the bluebird block 2s go up and testing goes well $ASTS will see a massive re-rating higher" [X Link](https://x.com/SpacBobby/status/1998530102880264538) 2025-12-09T23:08Z 55.8K followers, XXX engagements "@MarketParadox44 Kinda crazy $PGY still below $XX with how strong their last few ERs have been" [X Link](https://x.com/SpacBobby/status/1998866176466899438) 2025-12-10T21:23Z 55.8K followers, XXX 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.]
@SpacBobby SpacBobbySpacBobby posts on X about $asts, $krknf, $pngv, $rklb the most. They currently have XXXXXX followers and XX posts still getting attention that total XXXXXX engagements in the last XX hours.
Social category influence finance XXXXX% stocks XXX% countries XXXX% cryptocurrencies XXXX% exchanges XXX% technology brands XXX% travel destinations XXXX% celebrities XXXX%
Social topic influence $asts #32, $krknf #9, $pngv #10, $rklb #39, strong 5.75%, $pgy #36, bank 4.6%, bullish #198, ipo #376, bloomberg #208
Top accounts mentioned or mentioned by @spacanpanman @kalshi @blackapple @meiyim653317 @mrderivatives @shawn94093906 @ejdisokqaloa @carrotdoom @awesomebeast321 @whitehouse @kobeissiletter @alfredj09761007 @rocheguime @michaeljburry @eggs1419 @jay6423852009 @johnycarves @0xdoot @marketparadox44 @wingingit87654
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) Nebius Group N.V. Class A Ordinary Shares (NBIS) RAI Finance (SOFI) Ondas Holdings Inc. Common Stock (ONDS) 501 (32) Upstart Holdings, Inc. Common stock (UPST) Pangolin (PNG) NVIDIA Corp. (NVDA) MercadoLibre Inc (MELI) Hut X Mining Corp. (HUT) Apple, Inc. (AAPL) GameStop, Corp. (GME)
Top posts by engagements in the last XX hours
"$ASTS - In summary sum of parts of worth more current share price. You could be getting the rest of their biz for free based on the upped valuation of their spectrum alone"
X Link 2025-12-08T15:21Z 55.8K followers, 5504 engagements
"$KRKNF $PNG.V - National Bank's Note on Kraken's Q325 Results: National Bank of Canada's Mike Stevens says in a report that despite 3Q revenue coming in a bit light Canadian marine technology company Kraken Robotics maintained its FY25 guidance pointing to a strong upcoming 4Q. "4Q has always been the seasonally strongest quarter as deliveries ramp throughout the year" Stevens says pointing to 4Q of 2023 where XX% of full-year revenue was delivered. "Additionally Kraken has delivered within its guidance ranges across each of the past three years giving us comfort with the prospects of Kraken"
X Link 2025-11-24T20:06Z 55.8K followers, 5761 engagements
"$KRKNF $PNG.V - Canadian markets still open today and Kraken Robotics was halted trading just now (due to volatility) because someone decided to load up 300k shares (at market) on a low liquidity day lol"
X Link 2025-11-27T16:09Z 55.8K followers, 25.4K engagements
"$KRKNF $PNG.V - Canada clinches deal to join Europes 150B defense scheme allows Canadian companies to bid into EU-supported joint procurement projects Should be a positive for Kraken Robotics on potentially being awarded European defence contracts"
X Link 2025-12-01T20:43Z 55.8K followers, 2070 engagements
"$KRKNF $PNG.V - Kraken Robotics Inc. announces it has received purchase orders for synthetic aperture sonar (SAS) and battery products totaling approximately $XX million. Orders for Kraken SAS KATFISH towed SAS spares and SeaPower batteries have been placed by multiple organizations including Teledyne Marine Terradepth and two navies from NATO member countries"
X Link 2025-12-02T12:09Z 55.8K followers, 3709 engagements
"@rocheguime I missed $ONDS It does look like an interesting play. Also hold a defense stock though in $KRKNF"
X Link 2025-12-02T22:12Z 55.8K followers, 1204 engagements
"$ASTS - All momentum indicators went bullish the last few days on AST SpaceMobile. We also closed over the XX day MA yesterday for the first time in over a month Rate cuts incoming over $XXX billion in cash for 100+ sats to be deployed in the next 12-18 months and over $X billion of contracted revenue commitments already. Exciting times T-10 days till BB6 goes liftoff 🚀"
X Link 2025-12-05T18:02Z 55.8K followers, 5069 engagements
"@Shawn94093906 Starlink should have around 10000 by then but will need around 20000 for full global coverage whereas $ASTS might need close to XXX for full global 5G coverage"
X Link 2025-12-07T17:15Z 55.8K followers, XXX engagements
"$RKLB - Rocket Lab awarded R&D funding from Canadian Space Agency Rocket Lab has been awarded funding by the Canadian Space Agency to develop a new medium-class reaction wheel with targeted minimum angular momentum capacity of XX Nms designed to support 500kg - 1000kg satellites with larger payloads operating in low Earth orbit and beyond. Awarded through the CSA's Space Technology Development Program to Rocket Lab's Canadian subsidiary the contract aims to accelerate the development of Canadian-designed and built space technologies and strengthen the domestic commercial supply chain. Rocket"
X Link 2025-12-09T14:18Z 55.8K followers, 1395 engagements
"*SPACEX SEES VALUATION OF ABOUT $XXX TRILLION IN PUBLIC OFFERING SpaceX Said to Pursue 2026 IPO Raising Far Above $XX Billion Summary by Bloomberg AI SpaceX is moving ahead with plans for an initial public offering that would seek to raise significantly more than $XX billion. The company is targeting a valuation of about $XXX trillion for the entire company and is pursuing a listing as soon as mid-to-late 2026. We are not bullish enough $ASTS and $RKLB"
X Link 2025-12-09T20:57Z 55.8K followers, 2115 engagements
"SpaceX Valuation Estimates: $1.5T IPO (mid-late 2026) Revenue Consensus: 2025: $15B 2026: $23B (53% growth y/y): 65x sales $ASTS ($27B current MC) Revenue Consensus: (BB estimates) 2025: $57M 2026: $328M (475% growth y/y): 82x sales 2027: $724M (120% growth y/y): 37x sales 2028: $1.47B (103% growth y/y): 18x sales $RKLB ($28B current MC) Revenue Consensus: 2025: $599M 2026: $879M (47% growth y/y): 32x sales 2027: $1.23B (40% growth y/y): 23x sales 2028: $1.55B (26% growth/y/y): 18x sales Market should re-rate both $ASTS and $RKLB much higher in the coming weeks if SpaceX does indeed plan to"
X Link 2025-12-09T21:58Z 55.8K followers, 8170 engagements
"@Nizasana Yup Starlink knows their product is inferior and will be a few years behind $ASTS"
X Link 2025-12-10T18:49Z 55.8K followers, XXX engagements
"$UPST - Looks like the whole sector wide sell-off in the lending space was due to an error in calculation by BTIG which they fixed this morning. 🤣 They revised their numbers from XXXX% delinquencies to XXX% for Aug. Clown show Upstart up X% pre-market"
X Link 2025-10-01T12:34Z 55.8K followers, 3915 engagements
"@spacanpanman Tks for the cheap $PGY shares.loaded last few days"
X Link 2025-10-01T13:10Z 55.8K followers, 1453 engagements
"$KRKNF $PNG.V - Some catalysts I'm watching for in the next few months: 1) Nasdaq and Toronto Stock Exchange uplisting update 2) Additional Anduril contract wins (most tech used in Anduril's subsea program is provided by Kraken) 3) Re-rating potential. As a company traded on the OTC/Venture exchanges they typically don't get wide analyst coverage and don't get the premium valuation that you see in NYSE/Nasdaq listed firms like $UMAC $KOTS and $AVAV. This creates the opportunity to buy at cheaper multiples before the herd finds out. @spacanpanman laid out the industry multiple comparisions"
X Link 2025-10-30T17:23Z 55.8K followers, 10.7K engagements
"$KRKNF $PNG - This is what I was waiting for. Right back down to the XX day. Love indiscrimiate panic selling. Yes I bought the DIP 🦑"
X Link 2025-11-06T17:50Z 55.8K followers, 7151 engagements
"@michaeljburry You might be right but the markets can stay irrational longer than you can stay solvent"
X Link 2025-11-20T00:45Z 55.8K followers, 23.3K engagements
"$KRKNF $PNG.V Analyst Coverage (CAD): National Bank: $XXXX PT (Buy) Desjardins Securities: $XXXX (Buy) Raymond James: $XXXX (Outperform) ScotiaBank: $XXXX (Sector Outperform) Canaccord Genuity: $XXXX (Hold) Cormark Securities: $XXXX (Market Perform)"
X Link 2025-11-25T15:41Z 55.8K followers, 4956 engagements
"@jay6423852009 Hopefully next year when $KRKNF uplists on the Nasdaq"
X Link 2025-11-28T13:11Z 55.8K followers, XXX engagements
"$PGY - Kind of insane how cheap Pagaya is trading at: Estimates (Bloomberg): 2026: Revenue $1.494B EPS Adj+ $XXXX EBITDA $457M 2027: Revenue $1.696B EPS Adj+ $XXXX EBITDA $544M 1) P/E of 9x for CY XX and 7x for CY of XX 2) 4.4x EV/EBITDA CY XX and 3.6x EV/EBITDA CY XX Cheap cheap"
X Link 2025-11-28T15:49Z 55.8K followers, 9290 engagements
"$RKLB - Bloomberg Estimates out till 2030: Revenue: 2025: $599M 2026: $879M 2027: $1.227B 2028: $1.554B 2029: $1.892B 2030: $2.41B EBITDA: 2025: -$111M 2026: $4.05M 2027: $178M 2028: $334M 2029: $450M 20230: $548M FCF: 2025: -$277M 2026: -$74M 2027: $76M 2028: $220M 2029: $330M 2030: $357M Rocket Lab is hitting an inflection going EBITDA positive next year and hitting +FCF by middle of next year (after the big capex spend on Neutron). A re-rating much higher by middle of next year is in the cards if the company can hit their financial targets. These estimates are also low in my opinion"
X Link 2025-11-28T16:34Z 55.8K followers, 3640 engagements
"@Theta_God $PGY trades like a no growth bank. At some point the market will re-price this"
X Link 2025-11-29T19:51Z 55.8K followers, XXX engagements
"@ejdisokqaloa Off the top of my head $ASTS $RKLB $KRKNF $NBIS $SOFI"
X Link 2025-12-02T02:06Z 55.8K followers, XXX engagements
"I bought $NVDA at $XXXXX ✅ I bought $MELI at $XXX ✅ I bought $ASTS at $XXXX ✅ I bought $RKLB at $XXXX ✅ I bought $SOFI at $XXXX ✅ I bought $HUT at $XXXXX ✅ I bought $NBIS at $XXXXX ✅ I bought $KRKNF at $XXXX ✅ The last X companies listed are my most recent major purchases. Perfect time to buy is when a company is hitting an inflection point in growth (fundies) + chart has fallen back to the long term averages and is ready to take off as analysts play catch up to the name. Remember there are always opportunities to be found in the market. If you miss one there will always be another. We never"
X Link 2025-12-02T18:11Z 55.8K followers, 36.2K engagements
"@johnycarves $PGY is a great company but gets a slow growth bank multiple. A re-rating higher is in the cards for 2026 once a few more strong quarters are behind them"
X Link 2025-12-03T15:39Z 55.8K followers, XXX engagements
"$ASTS is going to take us to the promise land Dec 15th we ride 🚀"
X Link 2025-12-03T16:19Z 55.8K followers, 1716 engagements
"$KRKNF $PNG.V - Anduril Opens for Business in Japan With Eye on Mass Production (Bloomberg) -- US defense firm Anduril Industries Inc. announced the launching of a unit in Japan as it eyes deeper collaboration with local suppliers and the possibility of large-scale manufacturing in the future a move that chimes with the nations push to expand its defense industry. The next step in our relationship with many of these companies is to not just use their components for building systems for the United States but also systems that are built in Japan for Japan Anduril founder Palmer Luckey said"
X Link 2025-12-03T16:54Z 55.8K followers, 10.4K engagements
"$ASTS - All the momentum indicators flipped bullish today. 🟢 RSI Slope went positive and MACD showed a bullish crossover. Right on time for the launch campaign 🚀"
X Link 2025-12-03T22:01Z 55.8K followers, 8391 engagements
"$KRKNF $PNG.V - Momentum indicators all flipped bullish about a week ago. Add to that new customer contract wins of $12M a few days ago and the business is at a key inflection point. Current revenue Estimates (CAD): 2025: $122M 2026: $173M 2027: $267M 2028: $310M Market Cap of $1.8B growing EPS at 75-100% with a CY XX P/E XX. Cheap on all metrics when compared to their competitors"
X Link 2025-12-04T17:26Z 55.8K followers, 4451 engagements
"$ASTS - The stock chart right now"
X Link 2025-12-04T17:41Z 55.8K followers, 6345 engagements
"@Polymarket $AAPL at all time highs b/c of this"
X Link 2025-12-05T01:02Z 55.8K followers, 74K engagements
"$ASTS - Over last few weeks I have been buying the DIP on AST SpaceMobile. When your conviction is as strong as mine you take advantage of the panic. Thank you paper hands.I know what is coming"
X Link 2025-12-05T01:32Z 55.8K followers, 3141 engagements
"$ASTS $RKLB - SpaceX Tells Investors Its Aiming For Late 2026 IPO -The Information Elon Musks SpaceX has told investors and financial institution representatives that it is aiming for an initial public offering in the second half of next year according to two people familiar with the discussions. The talks come as SpaceX considers holding a sale of shares held by investors and employees that would value the company at $XXX billion double its valuation in a sale this summer in what would make it the most valuable private company. The company is considering a public listing of the entire"
X Link 2025-12-05T20:14Z 55.8K followers, 1886 engagements
"@WhiteHouse Waiting for another ratio 🤣"
X Link 2025-12-05T21:58Z 55.8K followers, 6546 engagements
"$KRKNF $PNG.V - Nice visual layout of all the companies using Kraken Robotics tech 👇👇"
X Link 2025-12-05T23:40Z 55.8K followers, 3520 engagements
"@0xDoot Indications of last minute modifications to BB7. Potential use might be for the US govt. A few weeks delay here and there in the grand scheme of things is nothing when they are signing 10-15 year deals with major telecom providers"
X Link 2025-12-08T20:24Z 55.8K followers, XX engagements
"@BlackApple Yes the market still doesnt believe their tech will work hence the big short interest"
X Link 2025-12-09T23:59Z 55.8K followers, XX engagements
"$RKLB - After a near XX% correction from the mid-October highs we are seeing some stabilization in the charts with a bounce off the XXX Day MA last week. The is a big volume shelf just above current levels in the $43-$53 range which should offer some support before the next wave of catalysts going into 2026. 1) SDA Tranche X Tracking Layer 2) Golden Dome 3) Maiden Neutron Launch Was happy to BUY the Dip last week in the $30's. Thanks Panicans"
X Link 2025-11-29T22:31Z 55.8K followers, 13.2K engagements
"The most important thing thats going to happen in the world in the next 3-4 years is data centers in space. Long $ASTS & $RKLB"
X Link 2025-12-09T20:44Z 55.8K followers, 11.8K engagements
"@unusual_whales The market is basically valuing $GME core biz at $X lol"
X Link 2025-12-09T22:19Z 55.8K followers, 6576 engagements
"$ASTS vs Starlink Valuation We are not bullish enough"
X Link 2025-12-10T16:23Z 55.8K followers, 6278 engagements
"Today. $ASTS +10% $RKLB +8% $KRKNF +5% Let your winners run 🤝"
X Link 2025-12-10T20:54Z 55.8K followers, 1645 engagements
"$KRKNF $PNG.V - Just In: Raymond James raises Kraken Robotics Price Target to $XXXX from $X and keeps an outperform rating"
X Link 2025-11-24T18:50Z 55.8K followers, 8918 engagements
"$KRKNF $PNG.V - Kraken Robotics starting to catch a bid again after X Price Target raises over the last few days following a strong Q3 XX report. Desjardins Securities: $X - $XXXX Raymond James: $X - $XXXX We also just recaptured the XX day MA ($3.99). It's up X% today. Analyst have now raised CY 2026 estimates to $181.7M representing close to XX% y/y sales growth. An exciting under the radar leader in subsea battery + sonar space and good proxy to the high growth private defense contractor Anduril. We are still early"
X Link 2025-11-25T18:54Z 55.8K followers, 5801 engagements
"$ASTS - Did you know AST SpaceMobile's "management expects the company to reach cash flow breakeven (prior to growth capex) by end of Q1 2026 or once XX satellites are in orbit." "The best investments are bought before economic reality and the fundamentals and larger story become obvious." "If AST accomplishes it's objective to "connect the unconnected" over the next five years it will not only redefine wireless connectivity on a global scale but launch the company quite literally into the largest subscription business and wireless carrier in the world. After all AST isn't merely launching a"
X Link 2025-12-07T23:00Z 55.8K followers, 8741 engagements
"$ASTS - For those still wondering about BlueBird X (FM2) delays. Scott Wisniewski basically said just now during the UBS conference today that BB7 will go up "shortly thereafter" the India launch of BB6. He also said up to XX launches total for the end 2026"
X Link 2025-12-08T19:45Z 55.8K followers, 7420 engagements
"@spacanpanman $RKLB $28B MC $ASTS $27B MC Sit back and enjoy the ride"
X Link 2025-12-09T21:06Z 55.8K followers, 1021 engagements
"@BlackApple Once the bluebird block 2s go up and testing goes well $ASTS will see a massive re-rating higher"
X Link 2025-12-09T23:08Z 55.8K followers, XXX engagements
"@MarketParadox44 Kinda crazy $PGY still below $XX with how strong their last few ERs have been"
X Link 2025-12-10T21:23Z 55.8K followers, XXX engagements
/creator/x::SpacBobby