[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 Space Investor Space Investor posts on X about $asts, rklb, $rklb, $rdw the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours. ### Engagements: XXXXXX [#](/creator/twitter::1505909833190592519/interactions)  - X Week XXXXXXX +13% - X Month XXXXXXXXX +92% - X Months XXXXXXXXX -XXXX% - X Year XXXXXXXXXX +117,118% ### Mentions: XX [#](/creator/twitter::1505909833190592519/posts_active)  - X Week XXX -XXXX% - X Month XXX +91% - X Months XXX -XX% - X Year XXXXX +36,714% ### Followers: XXXXXX [#](/creator/twitter::1505909833190592519/followers)  - X Week XXXXXX +2.40% - X Month XXXXXX +4.40% - X Months XXXXXX +18% - X Year XXXXXX +85% ### CreatorRank: XXXXXXX [#](/creator/twitter::1505909833190592519/influencer_rank)  ### Social Influence [#](/creator/twitter::1505909833190592519/influence) --- **Social category influence** [finance](/list/finance) #2786 [stocks](/list/stocks) XXXXX% [countries](/list/countries) XXXX% [cryptocurrencies](/list/cryptocurrencies) XXX% [technology brands](/list/technology-brands) XXX% [social networks](/list/social-networks) XXX% [exchanges](/list/exchanges) XXX% [automotive brands](/list/automotive-brands) XXX% [currencies](/list/currencies) XXX% [celebrities](/list/celebrities) XXX% **Social topic influence** [$asts](/topic/$asts) #11, [rklb](/topic/rklb) #6, [$rklb](/topic/$rklb) #6, [$rdw](/topic/$rdw) #1, [asts](/topic/asts) #12, [stocks](/topic/stocks) #525, [ast](/topic/ast) 3.59%, [dome](/topic/dome) #70, [filed](/topic/filed) 1.8%, [$17b](/topic/$17b) #6 **Top accounts mentioned or mentioned by** [@thebrmola](/creator/undefined) [@christo43928619](/creator/undefined) [@bryanberg2000](/creator/undefined) [@stan_fr31](/creator/undefined) [@bolmanricky](/creator/undefined) [@gropillon](/creator/undefined) [@spacanpanman](/creator/undefined) [@stocknirvana](/creator/undefined) [@pnrusty](/creator/undefined) [@thehustlebrosyt](/creator/undefined) [@jacobkeeton20](/creator/undefined) [@jeremythorsmith](/creator/undefined) [@benmsx](/creator/undefined) [@nickfromseattle](/creator/undefined) [@timmeetwoshoes](/creator/undefined) [@ht911](/creator/undefined) [@redwirespace](/creator/undefined) [@mducks1997](/creator/undefined) [@intalia51](/creator/undefined) [@triggersafellc](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Redwire Corporation (RDW)](/topic/$rdw) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Fluidity (FLY)](/topic/$fly) [Intellia Therapeutics, Inc (NTLA)](/topic/$ntla) [Boeing Co (BA)](/topic/$ba) [Tesla, Inc. (TSLA)](/topic/$tsla) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Asterix Labs (ASTX)](/topic/$astx) [Eli Lilly and Company (LLY)](/topic/$lly) [Bristol-Myers Squibb Co (BMY)](/topic/$bmy) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Karman Holdings Inc. (KRMN)](/topic/$krmn) ### Top Social Posts [#](/creator/twitter::1505909833190592519/posts) --- Top posts by engagements in the last XX hours "Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1943790232572141698) 2025-07-11 21:51:19 UTC 38.9K followers, 6428 engagements "@JeremyThorSmith Yes $ASTS is very well positioned for Golden Dome related awards"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946610236434923742) 2025-07-19 16:37:01 UTC 38.9K followers, XXX engagements "SPACE STOCKS My top (3): X. Comms $ASTS X. End-to-End $RKLB X. Infrastructure $RDW What's yours"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946714182747115687) 2025-07-19 23:30:04 UTC 39K followers, 85.7K engagements "The space economy is where the internet was in the 1990s or AI in 2020 early and about to scale beyond imagination"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948429077708251632) 2025-07-24 17:04:26 UTC 39K followers, 3700 engagements "@shrexster I like to scale into a position over many months no need to buy all at once here"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946901555044647248) 2025-07-20 11:54:37 UTC 38.9K followers, XXX engagements "$ASTS: Still Cheap AST SpaceMobile sits at a $17B valuation but a look at its X current verticals using conservative assumptions shows how cheap that could be. Heres a short breakdown using modest adoption XX% EBITDA margin and a flat 15x multiple. (1/6) 👇"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494734987723157) 2025-07-16 14:44:25 UTC 39K followers, 65.9K engagements "$GSAT Globalstar is trading up post reverse-split. $XX = $XXXX (pre r/s) So far the stock is following the same positive post r/s momentum seen with $SPIR and $BKSY"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1889346253240078376) 2025-02-11 16:10:23 UTC 38.9K followers, 5371 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 38.9K followers, 19.4K engagements "PORTFOLIO ALLOCATION (3/15) YTD performance: XXXX% As of today heres my portfolio allocation (rounded for simplicity). XX% $ASTS XX% $RKLB XX% CASH XX% $NTLA X% $SATX This week I pared back my dopamine plays cut $RDW and doubled down on Rocket Lab and AST Space Mobile and added SatixFy. Why cut Redwire I sold ahead of Mondays earnings ($11.30) amid negative market sentiment and expectations of a near-term capital raise to finalize the Edge Autonomy acquisition. I plan to reenter on dips after the raise. I feel I'm in a better position to navigate the high-volatility environment with this"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1900895255869686147) 2025-03-15 13:02:00 UTC 38.9K followers, 17.4K 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 $5M from launch services."  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944012886856106389) 2025-07-12 12:36:04 UTC 39K followers, 26.4K engagements "$ASTS Overnight market are looking good. Futures and stocks in the green"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947102834543222818) 2025-07-21 01:14:25 UTC 38.9K followers, 15.7K 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 39K followers, 18.2K 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 39K followers, 120K 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 39K followers, 8230 engagements "She wants profits. I want Golden Dome awards"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946994431929758121) 2025-07-20 18:03:40 UTC 38.9K followers, 13.7K 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. $RDW is a first mover and prime mission integrator for air-breathing satellites on two continents with two significant initiatives: X. SabreSat is U.S.-built and"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560184639242707) 2025-07-19 13:18:08 UTC 39K followers, 6719 engagements "$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 38.9K followers, 9107 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, 9746 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 39K followers, 7326 engagements "@Necr0n_99 Scooped some shares today after a being on the sideline for a while"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947388801942491248) 2025-07-21 20:10:45 UTC 38.9K followers, 1591 engagements "@Stan_Fr31 I think you give me too much credit"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947340659406320095) 2025-07-21 16:59:27 UTC 38.9K followers, 1012 engagements "Good morning ☕ U.S. stock futures are up ahead of a packed earnings week with key reports from $TSLA and $GOOGL on deck. Roughly XX% of the S&P XXX will report offering a read on corporate strength amid rising tariff risks. Trade tensions loom with the Aug. X tariff deadline approaching. U.S.EU talks continue this week to avoid escalation. Key macro to watch: -Powell speaks Tuesday -Existing home sales (Wed) -Jobless claims (Thurs) -Durable goods orders (Fri) Let's have a solid week"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947256012827672887) 2025-07-21 11:23:06 UTC 38.9K followers, 4856 engagements "UNCREWED AIRBORNE SYSTEM On June 13th $RDW announced it completed its acquisition of Edge Autonomy transforming Redwire into a scaled and profitable space and defense tech company focused on integrated autonomous operations for defense and national security. Furthermore on July 14th the US Defense Innovation Unit has included the Stalker uncrewed aerial system (UAS) on its Blue UAS list. "The Blue List selection is an important recognition that streamlines Redwires ability to deliver combat-proven commercially developed UAS technology at scale to meet the Department of Defenses evolving"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560189089333455) 2025-07-19 13:18:09 UTC 39K followers, 7302 engagements "$ASTS For degens out there: Options are now available on the 2x Long ASTS ETF $ASTX"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948343995395981630) 2025-07-24 11:26:21 UTC 39K followers, 5880 engagements "$ASTS / $RDW The House Armed Services Committee (HASC) held a marathon 14+hour markup session this week. Beyond big spends lawmakers tucked in dozens of amendments requiring reporting or briefings on space-related topics. Why it matters: ✅If AST proves reliable and precise it may be considered part of a diversified commercial PNT support layer. ✅Redwire has two significant Very Low Earth Orbit (VLEO) initiatives. X. SabreSat is U.S.-built and developed as part of the U.S. Defense Advanced Research Projects Agency's (DARPA) Otter program. X. Phantom is European-built (constructed in Belgium)"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946328523746017306) 2025-07-18 21:57:35 UTC 38.9K followers, 11.3K engagements "Good morning ☕ Markets are getting fresh fuel after the U.S. struck a trade deal with Japan easing tariff concerns. The agreement sets a XX% tariff on Japanese imports including autos which make up the bulk of the trade deficit between the two countries. The EU rolled out a no-deal plan this morning to match the XX% tariff but so far the market doesnt seem to budge. Big tech earnings on deck: Tesla and Alphabet report after the close. Keep an eye on existing home sales data this morning. Have a great day"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947986976046490025) 2025-07-23 11:47:41 UTC 39K followers, 4908 engagements "Solid day across the board for space stocks. The new trade deal with Japan and the Golden Dome budget bump gave the sector a nice tailwind"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948111343720001776) 2025-07-23 20:01:53 UTC 39K followers, 7367 engagements "$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 39K followers, 20.3K engagements "(5/5) $ASTS / $RKLB / $RDW Together these three companies represent the best commercial space innovators in the game. They're not just building cutting-edge tech theyre directly contributing to a more secure and connected world where each is playing a critical role. Theyre helping build the backbone of Americas next-gen space-based defense network. This is commercial space meeting national defense and it's happening now"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099309964263587) 2025-07-23 19:14:04 UTC 39K followers, 2670 engagements "$ASTS / $RKLB / $RDW Trimmed half of my AST and Rocket Lab positions and rotated into some Redwire in the new account. Now sitting on XX% cash. Market feels irrational right now not taking unnecessary risks here. Rule #1: If you lose your capital the games over. Protect it at all costs"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947298706044154022) 2025-07-21 14:12:45 UTC 38.9K followers, 50.3K engagements "$RKLB / $ASTS / $RDW THIS WEEK IN SPACE STOCKS The space economy doesnt sleep heres everything you need to know from this week. 👇"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946938291409858706) 2025-07-20 14:20:35 UTC 39K followers, 34.2K engagements "$LUNR Athena (IM-2) is now well on its way to the moon 🌕"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1895137424092627040) 2025-02-27 15:42:26 UTC 38.9K followers, 8249 engagements "(3/5) $RKLB Rocket Lab is under contract with the Space Development Agency (SDA) for a $XXX million USD firm-fixed price award. As the prime contractor Rocket Lab will design build test and operate the Tranche X Transport Layer-Beta satellites for SDAs Proliferated Warfighter Space Architecture (PWSA). The T2TL Beta satellites part of the Tranche X program will be integrated into SDAs Transport Layer to provide assured resilient low-latency military data and connectivity worldwide to meet DoD needs"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099302036779377) 2025-07-23 19:14:02 UTC 39K followers, 1031 engagements "Lets respectfully agree to disagree Kevin. From Munger to his disciples like Li Lu and Mohnish Pabrai they all stepped back from managing outside capital citing the constraints it placed on their ability to invest freely and with conviction. Todays new wave of retail investors is better informed better equipped and more connected than ever. The game has changed. I understand as someone managing a fund the larger it grows the more fees it generates. So I can see why you'd be less inclined to agree with my perspective"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945173857859723711) 2025-07-15 17:29:21 UTC 38.9K followers, 2456 engagements "$GSAT / $RKLB Globalstar Signs Launch Services Agreement with SpaceX "These satellites constructed by our partners at MDA and Rocket Lab will enhance our ability to provide the highest quality satellite services to our customers over the long-term." Globalstar expects the launch will take place next year following the initial launch this year. These satellites have been authorized by the FCC to operate under Globalstars HIBLEO-4 filing for a renewed 15-year term"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1942214575803261110) 2025-07-07 13:30:14 UTC 38.9K followers, 9172 engagements "$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 39K followers, 9096 engagements "While the $ASTS and $RKLB communities awaits their Golden Dome awards dont sleep on $RDW. Between their VLEO initiatives space-based sensing X-Bows solid propulsion systems and the new DEMSI digital engineering suite I think theyre quietly lining up for some major awards of their own"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946601656256532716) 2025-07-19 16:02:55 UTC 39K followers, 22.8K engagements "Pre-market shaping up nicely. Lets kick off the week strong"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947279214584951092) 2025-07-21 12:55:18 UTC 38.9K followers, 7865 engagements "$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 38.9K 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 39K followers, XXX engagements "$RKLB Another Price Target upgrade. CITI raised to $XX from $33"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944731796064620887) 2025-07-14 12:12:46 UTC 38.9K followers, 12.2K engagements "$ASTS Trading at $XX after Verizons CEO confirmed on CNBC they have an agreement in place with AST"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947288191070834887) 2025-07-21 13:30:58 UTC 38.9K followers, 13.1K 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 $BMY to leverage these crystals for drugs enhancement & development aiming to revolutionize how medicines are made. On June 3rd they've been awarded a contract from Aspera Biomedicines a pharmaceutical company specializing in the development of cancer stem cell targeted therapies to conduct space-based research and analysis on a new cancer treatment. In"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946560199097008250) 2025-07-19 13:18:11 UTC 39K followers, 6044 engagements "$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 39K followers, 23.8K 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 39K followers, 4401 engagements "Going against the grain is how I got lucky and turned $1K into $1M. Not by being reckless but by thinking independently even when it meant pushing against the crowd. I know when I trim I offend some long-term believers. It's not my intention at all. I still love these stocks. But moves that once took years now unfold in weeks. Sentiment shifts faster than fundamentals. Timing matters. Adaptability matters even more. I still hold healthy positions in $ASTS $RKLB and now $RDW (added this morning). After trimming Im now sitting XX% in cash and honestly Ill sleep better that way. My accounts up"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947352306267127974) 2025-07-21 17:45:44 UTC 38.9K followers, 15.3K 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 $RDW. Plan is to stay highly concentrated XX positions max. Wish me luck"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946213283620356127) 2025-07-18 14:19:40 UTC 39K followers, 19.6K engagements "$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 39K followers, 11.5K engagements "(2/5) $ASTS In February AST SpaceMobile secured a $43M contract in support of the SDA awarded through a prime contractor though not officially named. That prime may very well be Fairwinds Technologies a longtime partner of AST in military and tactical communications. Fairwinds and AST have collaborated on low-latency resilient connectivity solutions for U.S. defense customers. The goal Extend secure comms via BlueBirds massive phased-array satellites directly into tactical networks perfectly aligned with SDAs Tranche X Transport Layer and the broader PWSA mission"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099295187529746) 2025-07-23 19:14:00 UTC 39K followers, 1200 engagements "@johhnyWalkerAZ he should do it too honestly"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948480381897892159) 2025-07-24 20:28:18 UTC 39K followers, XXX engagements "$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 39K followers, 9842 engagements "$RKLB ODDS OF NEUTRON FLYING BEFORE YEAR-END JUST WENT UP ✅ FCC filing (14/07): Special Temporary Authority granted to Rocket Lab for Wallops runs from July XX 2025 to Jan X 2026 ✅ Shareholder Letter (11/07): Peter Beck reaffirmed: "we target Neutron to start flying later this year" Rocket Labs medium-lift era is about to kick off"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944910908658163786) 2025-07-15 00:04:29 UTC 38.9K followers, 60.2K engagements "$KRMN Karman Space & Defense IPO'd at $XX and closed the week at $XX valuing the company at $4.2B. WHAT THEY DO: They build essential components for rockets missiles and spaceships think of them as the engineers behind the complex systems powering space and defense. KEY FINANCIALS: XXXX% YoY revenue growth P/S: 12.7x Gross Margin: XXXX% Operating Margin: XXXX% Debt-to-Equity: 0.8x CLIENTS: Their primary client is the U.S. Department of Defense with partnerships including Lockheed Martin Boeing Northrop Grumman and NASA. BOTTOM LINE: Karman is positioned in growing defense and space markets"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1891160051101929738) 2025-02-16 16:17:46 UTC 38.9K followers, 25.8K 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 = $48B valuation ✅ Massive scale no retail cost structure no towers. Once active ARPU trickles in with near-zero opex"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494744093589726) 2025-07-16 14:44:27 UTC 38.9K followers, 4496 engagements "$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, 9701 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 = $2.6B valuation ✅ High-stakes connectivity for forward ops disaster zones global command. Sticky premium contracts"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494749055430881) 2025-07-16 14:44:28 UTC 38.9K followers, 4161 engagements "$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 39K followers, 12.5K engagements "$RKLB Strong Buy $XX PT The Center for Financial Research and Analysis came out with a new report on Rocket Lab. "Our Strong Buy recommendation reflects our view that RKLB has emerged as one of the top launch providers for small payloads. We believe the valuation is incredibly attractive considering our long-term outlook." *Analysis prepared by Keith Snyder on Jul XX 2025 01:23 PM ET when the stock traded at USD 50.27"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946625966962520150) 2025-07-19 17:39:31 UTC 39K followers, 83.2K engagements "$RKLB What does end-to-end really mean Look at Rocket Labs work on SDAs Tranche X Transport Layer Beta. Theyre designing building integrating testing and operating the (18) satellites. Now THATs true vertical integration"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947466958183755777) 2025-07-22 01:21:19 UTC 38.9K followers, 11K engagements "@kingtutcap Very common among the best investors from Buffet and Munger: "Diversification is a protection against ignorance. It makes very little sense for those who know what theyre doing.""  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947049551204110710) 2025-07-20 21:42:42 UTC 38.9K followers, 1542 engagements "ASSUMPTION ➡Why XX% EBITDA margin: -Fixed-cost satellite infra = monster operating leverage. -No cell towers. No customer service ops. No local infrastructure. -Direct integration with MNOs = scaled global margin machine. This is not your typical telco. ➡Why 15x Ev/EBITDA: -Across sectors the long-term average EV/EBITDA multiple for publicly traded companies ranges between 11x and 14x. -Software aerospace infrastructure or telecom (with sticky revenue) often trade at 1520x or higher"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945494752964620419) 2025-07-16 14:44:29 UTC 38.9K followers, 5782 engagements "$BKSY BlackSky will host a conference call to discuss second quarter 2025 financial results and its business outlook on Thursday August X 2025 at 8:30 AM ET. A press release with BlackSkys financial results will be released in advance of the conference call that same day"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947258206897455306) 2025-07-21 11:31:49 UTC 38.9K followers, 4265 engagements "$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 39K followers, 28.6K 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 38.9K followers, 7132 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 39K followers, 5626 engagements "TOP X HOLDINGS Here's my latest space portfolio allocation. X. $RKLB Rocket Lab X. $RDW Redwire Space X. $LUNR Intuitive Machines X. $ASTS AST SpaceMobile X. $GSAT Globalstar I believe these X stocks offer the best exposure to the growing space economy over the next 5yrs"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1880299293816263145) 2025-01-17 17:01:00 UTC 38.9K followers, 14.7K 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 "(4/5) $RDW Redwire is supplying critical antennas and RF systems for the SDAs Beta variant via Rocket Labs build. Redwire will produce XX ship sets of antennas and RF front ends for Tranche X in its newly expanded Colorado facility. This award was the latest of a series of contracts related to SDAs Transport Layer going back to Redwires delivery of its first Link XX antennas for Tranche X in 2020. The company was also selected to provide RF hardware and antennas for Tranche X satellites. Redwire has delivered XX Link-16 antennas to date for Tranche-1"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948099305690017903) 2025-07-23 19:14:03 UTC 39K followers, 2571 engagements "$ASTS / $RKLB / $RDW Waking up to Golden Dome budget jumping $13B from $24.4B to $37.4B is exactly the kind of news Im here for. Could be massive for our favorite space stocks. Let's have a strong day"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1947980792061218860) 2025-07-23 11:23:07 UTC 39K followers, 13.8K engagements "$ASTS / $RKLB There's a warning in SpaceX most recent $400B tender offer documentation: "Musk may in the future serve in (political) roles and devote significant time and energy to such roles" Here's a clip from Bloomberg TV talking about it 👇"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1948024614707511735) 2025-07-23 14:17:15 UTC 39K followers, 10.1K engagements "$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 39K followers, 11.5K engagements "Status Update. Milestone Achieved ✅ $1K ➡ $1M What a crazy ride it's been. Thanks for being there along the way 🙏"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1945941551890252064) 2025-07-17 20:19:54 UTC 39K followers, 25.2K engagements "$ASTS / $RKLB / $RDW Space is shaping up to be a multi-decade bull run. Defense data energy telecom AI. everything points up and out. Dont trade it. Stack it. 🫡"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1944761399529378157) 2025-07-14 14:10:24 UTC 38.9K followers, 36.8K engagements "$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 39K followers, 48.5K engagements "@neoalvaro79 not going at it blind been following NTLA for a year plus. I think it's very cheap right now with significant margin of safety and catalysts are coming up early next year"  [@SpaceInvestor_D](/creator/x/SpaceInvestor_D) on [X](/post/tweet/1946214836431470796) 2025-07-18 14:25:50 UTC 38.9K followers, 1050 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 39K followers, 4405 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 39K followers, 28.8K 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 39K followers, 8092 engagements
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@SpaceInvestor_D Space Investor
Space Investor posts on X about $asts, rklb, $rklb, $rdw the most. They currently have XXXXXX followers and XXX posts still getting attention that total XXXXXX engagements in the last XX hours.
Engagements: XXXXXX #
- X Week XXXXXXX +13%
- X Month XXXXXXXXX +92%
- X Months XXXXXXXXX -XXXX%
- X Year XXXXXXXXXX +117,118%
Mentions: XX #
- X Week XXX -XXXX%
- X Month XXX +91%
- X Months XXX -XX%
- X Year XXXXX +36,714%
Followers: XXXXXX #
- X Week XXXXXX +2.40%
- X Month XXXXXX +4.40%
- X Months XXXXXX +18%
- X Year XXXXXX +85%
CreatorRank: XXXXXXX #
Social Influence #
Social category influence finance #2786 stocks XXXXX% countries XXXX% cryptocurrencies XXX% technology brands XXX% social networks XXX% exchanges XXX% automotive brands XXX% currencies XXX% celebrities XXX%
Social topic influence $asts #11, rklb #6, $rklb #6, $rdw #1, asts #12, stocks #525, ast 3.59%, dome #70, filed 1.8%, $17b #6
Top accounts mentioned or mentioned by @thebrmola @christo43928619 @bryanberg2000 @stan_fr31 @bolmanricky @gropillon @spacanpanman @stocknirvana @pnrusty @thehustlebrosyt @jacobkeeton20 @jeremythorsmith @benmsx @nickfromseattle @timmeetwoshoes @ht911 @redwirespace @mducks1997 @intalia51 @triggersafellc
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Redwire Corporation (RDW) Globalstar, Inc. (GSAT) Intuitive Machines, Inc. (LUNR) Fluidity (FLY) Intellia Therapeutics, Inc (NTLA) Boeing Co (BA) Tesla, Inc. (TSLA) Alphabet Inc Class A (GOOGL) Asterix Labs (ASTX) Eli Lilly and Company (LLY) Bristol-Myers Squibb Co (BMY) Berkshire Hathaway Inc. (BRK.A) Karman Holdings Inc. (KRMN)
Top Social Posts #
Top posts by engagements in the last XX hours
"Firefly plans to list on the Nasdaq under ticker $FLY. h/t @PettitFrontier"
@SpaceInvestor_D on X 2025-07-11 21:51:19 UTC 38.9K followers, 6428 engagements
"@JeremyThorSmith Yes $ASTS is very well positioned for Golden Dome related awards" @SpaceInvestor_D on X 2025-07-19 16:37:01 UTC 38.9K followers, XXX engagements
"SPACE STOCKS My top (3): X. Comms $ASTS X. End-to-End $RKLB X. Infrastructure $RDW What's yours" @SpaceInvestor_D on X 2025-07-19 23:30:04 UTC 39K followers, 85.7K engagements
"The space economy is where the internet was in the 1990s or AI in 2020 early and about to scale beyond imagination" @SpaceInvestor_D on X 2025-07-24 17:04:26 UTC 39K followers, 3700 engagements
"@shrexster I like to scale into a position over many months no need to buy all at once here" @SpaceInvestor_D on X 2025-07-20 11:54:37 UTC 38.9K followers, XXX engagements
"$ASTS: Still Cheap AST SpaceMobile sits at a $17B valuation but a look at its X current verticals using conservative assumptions shows how cheap that could be. Heres a short breakdown using modest adoption XX% EBITDA margin and a flat 15x multiple. (1/6) 👇" @SpaceInvestor_D on X 2025-07-16 14:44:25 UTC 39K followers, 65.9K engagements
"$GSAT Globalstar is trading up post reverse-split. $XX = $XXXX (pre r/s) So far the stock is following the same positive post r/s momentum seen with $SPIR and $BKSY" @SpaceInvestor_D on X 2025-02-11 16:10:23 UTC 38.9K followers, 5371 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 38.9K followers, 19.4K engagements
"PORTFOLIO ALLOCATION (3/15) YTD performance: XXXX% As of today heres my portfolio allocation (rounded for simplicity). XX% $ASTS XX% $RKLB XX% CASH XX% $NTLA X% $SATX This week I pared back my dopamine plays cut $RDW and doubled down on Rocket Lab and AST Space Mobile and added SatixFy. Why cut Redwire I sold ahead of Mondays earnings ($11.30) amid negative market sentiment and expectations of a near-term capital raise to finalize the Edge Autonomy acquisition. I plan to reenter on dips after the raise. I feel I'm in a better position to navigate the high-volatility environment with this" @SpaceInvestor_D on X 2025-03-15 13:02:00 UTC 38.9K followers, 17.4K 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 $5M from launch services." @SpaceInvestor_D on X 2025-07-12 12:36:04 UTC 39K followers, 26.4K engagements
"$ASTS Overnight market are looking good. Futures and stocks in the green" @SpaceInvestor_D on X 2025-07-21 01:14:25 UTC 38.9K followers, 15.7K 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 39K followers, 18.2K 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 39K followers, 120K 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 39K followers, 8230 engagements
"She wants profits. I want Golden Dome awards" @SpaceInvestor_D on X 2025-07-20 18:03:40 UTC 38.9K followers, 13.7K 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. $RDW is a first mover and prime mission integrator for air-breathing satellites on two continents with two significant initiatives: X. SabreSat is U.S.-built and" @SpaceInvestor_D on X 2025-07-19 13:18:08 UTC 39K followers, 6719 engagements
"$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 38.9K followers, 9107 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, 9746 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 39K followers, 7326 engagements
"@Necr0n_99 Scooped some shares today after a being on the sideline for a while" @SpaceInvestor_D on X 2025-07-21 20:10:45 UTC 38.9K followers, 1591 engagements
"@Stan_Fr31 I think you give me too much credit" @SpaceInvestor_D on X 2025-07-21 16:59:27 UTC 38.9K followers, 1012 engagements
"Good morning ☕ U.S. stock futures are up ahead of a packed earnings week with key reports from $TSLA and $GOOGL on deck. Roughly XX% of the S&P XXX will report offering a read on corporate strength amid rising tariff risks. Trade tensions loom with the Aug. X tariff deadline approaching. U.S.EU talks continue this week to avoid escalation. Key macro to watch: -Powell speaks Tuesday -Existing home sales (Wed) -Jobless claims (Thurs) -Durable goods orders (Fri) Let's have a solid week" @SpaceInvestor_D on X 2025-07-21 11:23:06 UTC 38.9K followers, 4856 engagements
"UNCREWED AIRBORNE SYSTEM On June 13th $RDW announced it completed its acquisition of Edge Autonomy transforming Redwire into a scaled and profitable space and defense tech company focused on integrated autonomous operations for defense and national security. Furthermore on July 14th the US Defense Innovation Unit has included the Stalker uncrewed aerial system (UAS) on its Blue UAS list. "The Blue List selection is an important recognition that streamlines Redwires ability to deliver combat-proven commercially developed UAS technology at scale to meet the Department of Defenses evolving" @SpaceInvestor_D on X 2025-07-19 13:18:09 UTC 39K followers, 7302 engagements
"$ASTS For degens out there: Options are now available on the 2x Long ASTS ETF $ASTX" @SpaceInvestor_D on X 2025-07-24 11:26:21 UTC 39K followers, 5880 engagements
"$ASTS / $RDW The House Armed Services Committee (HASC) held a marathon 14+hour markup session this week. Beyond big spends lawmakers tucked in dozens of amendments requiring reporting or briefings on space-related topics. Why it matters: ✅If AST proves reliable and precise it may be considered part of a diversified commercial PNT support layer. ✅Redwire has two significant Very Low Earth Orbit (VLEO) initiatives. X. SabreSat is U.S.-built and developed as part of the U.S. Defense Advanced Research Projects Agency's (DARPA) Otter program. X. Phantom is European-built (constructed in Belgium)" @SpaceInvestor_D on X 2025-07-18 21:57:35 UTC 38.9K followers, 11.3K engagements
"Good morning ☕ Markets are getting fresh fuel after the U.S. struck a trade deal with Japan easing tariff concerns. The agreement sets a XX% tariff on Japanese imports including autos which make up the bulk of the trade deficit between the two countries. The EU rolled out a no-deal plan this morning to match the XX% tariff but so far the market doesnt seem to budge. Big tech earnings on deck: Tesla and Alphabet report after the close. Keep an eye on existing home sales data this morning. Have a great day" @SpaceInvestor_D on X 2025-07-23 11:47:41 UTC 39K followers, 4908 engagements
"Solid day across the board for space stocks. The new trade deal with Japan and the Golden Dome budget bump gave the sector a nice tailwind" @SpaceInvestor_D on X 2025-07-23 20:01:53 UTC 39K followers, 7367 engagements
"$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 39K followers, 20.3K engagements
"(5/5) $ASTS / $RKLB / $RDW Together these three companies represent the best commercial space innovators in the game. They're not just building cutting-edge tech theyre directly contributing to a more secure and connected world where each is playing a critical role. Theyre helping build the backbone of Americas next-gen space-based defense network. This is commercial space meeting national defense and it's happening now" @SpaceInvestor_D on X 2025-07-23 19:14:04 UTC 39K followers, 2670 engagements
"$ASTS / $RKLB / $RDW Trimmed half of my AST and Rocket Lab positions and rotated into some Redwire in the new account. Now sitting on XX% cash. Market feels irrational right now not taking unnecessary risks here. Rule #1: If you lose your capital the games over. Protect it at all costs" @SpaceInvestor_D on X 2025-07-21 14:12:45 UTC 38.9K followers, 50.3K engagements
"$RKLB / $ASTS / $RDW THIS WEEK IN SPACE STOCKS The space economy doesnt sleep heres everything you need to know from this week. 👇" @SpaceInvestor_D on X 2025-07-20 14:20:35 UTC 39K followers, 34.2K engagements
"$LUNR Athena (IM-2) is now well on its way to the moon 🌕" @SpaceInvestor_D on X 2025-02-27 15:42:26 UTC 38.9K followers, 8249 engagements
"(3/5) $RKLB Rocket Lab is under contract with the Space Development Agency (SDA) for a $XXX million USD firm-fixed price award. As the prime contractor Rocket Lab will design build test and operate the Tranche X Transport Layer-Beta satellites for SDAs Proliferated Warfighter Space Architecture (PWSA). The T2TL Beta satellites part of the Tranche X program will be integrated into SDAs Transport Layer to provide assured resilient low-latency military data and connectivity worldwide to meet DoD needs" @SpaceInvestor_D on X 2025-07-23 19:14:02 UTC 39K followers, 1031 engagements
"Lets respectfully agree to disagree Kevin. From Munger to his disciples like Li Lu and Mohnish Pabrai they all stepped back from managing outside capital citing the constraints it placed on their ability to invest freely and with conviction. Todays new wave of retail investors is better informed better equipped and more connected than ever. The game has changed. I understand as someone managing a fund the larger it grows the more fees it generates. So I can see why you'd be less inclined to agree with my perspective" @SpaceInvestor_D on X 2025-07-15 17:29:21 UTC 38.9K followers, 2456 engagements
"$GSAT / $RKLB Globalstar Signs Launch Services Agreement with SpaceX "These satellites constructed by our partners at MDA and Rocket Lab will enhance our ability to provide the highest quality satellite services to our customers over the long-term." Globalstar expects the launch will take place next year following the initial launch this year. These satellites have been authorized by the FCC to operate under Globalstars HIBLEO-4 filing for a renewed 15-year term" @SpaceInvestor_D on X 2025-07-07 13:30:14 UTC 38.9K followers, 9172 engagements
"$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 39K followers, 9096 engagements
"While the $ASTS and $RKLB communities awaits their Golden Dome awards dont sleep on $RDW. Between their VLEO initiatives space-based sensing X-Bows solid propulsion systems and the new DEMSI digital engineering suite I think theyre quietly lining up for some major awards of their own" @SpaceInvestor_D on X 2025-07-19 16:02:55 UTC 39K followers, 22.8K engagements
"Pre-market shaping up nicely. Lets kick off the week strong" @SpaceInvestor_D on X 2025-07-21 12:55:18 UTC 38.9K followers, 7865 engagements
"$RKLB Congrats we made it to the big league Conviction Pays 🫡" @SpaceInvestor_D on X 2025-07-17 13:33:49 UTC 38.9K 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 39K followers, XXX engagements
"$RKLB Another Price Target upgrade. CITI raised to $XX from $33" @SpaceInvestor_D on X 2025-07-14 12:12:46 UTC 38.9K followers, 12.2K engagements
"$ASTS Trading at $XX after Verizons CEO confirmed on CNBC they have an agreement in place with AST" @SpaceInvestor_D on X 2025-07-21 13:30:58 UTC 38.9K followers, 13.1K 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 $BMY to leverage these crystals for drugs enhancement & development aiming to revolutionize how medicines are made. On June 3rd they've been awarded a contract from Aspera Biomedicines a pharmaceutical company specializing in the development of cancer stem cell targeted therapies to conduct space-based research and analysis on a new cancer treatment. In" @SpaceInvestor_D on X 2025-07-19 13:18:11 UTC 39K followers, 6044 engagements
"$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 39K followers, 23.8K 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 39K followers, 4401 engagements
"Going against the grain is how I got lucky and turned $1K into $1M. Not by being reckless but by thinking independently even when it meant pushing against the crowd. I know when I trim I offend some long-term believers. It's not my intention at all. I still love these stocks. But moves that once took years now unfold in weeks. Sentiment shifts faster than fundamentals. Timing matters. Adaptability matters even more. I still hold healthy positions in $ASTS $RKLB and now $RDW (added this morning). After trimming Im now sitting XX% in cash and honestly Ill sleep better that way. My accounts up" @SpaceInvestor_D on X 2025-07-21 17:45:44 UTC 38.9K followers, 15.3K 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 $RDW. Plan is to stay highly concentrated XX positions max. Wish me luck" @SpaceInvestor_D on X 2025-07-18 14:19:40 UTC 39K followers, 19.6K engagements
"$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 39K followers, 11.5K engagements
"(2/5) $ASTS In February AST SpaceMobile secured a $43M contract in support of the SDA awarded through a prime contractor though not officially named. That prime may very well be Fairwinds Technologies a longtime partner of AST in military and tactical communications. Fairwinds and AST have collaborated on low-latency resilient connectivity solutions for U.S. defense customers. The goal Extend secure comms via BlueBirds massive phased-array satellites directly into tactical networks perfectly aligned with SDAs Tranche X Transport Layer and the broader PWSA mission" @SpaceInvestor_D on X 2025-07-23 19:14:00 UTC 39K followers, 1200 engagements
"@johhnyWalkerAZ he should do it too honestly" @SpaceInvestor_D on X 2025-07-24 20:28:18 UTC 39K followers, XXX engagements
"$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 39K followers, 9842 engagements
"$RKLB ODDS OF NEUTRON FLYING BEFORE YEAR-END JUST WENT UP ✅ FCC filing (14/07): Special Temporary Authority granted to Rocket Lab for Wallops runs from July XX 2025 to Jan X 2026 ✅ Shareholder Letter (11/07): Peter Beck reaffirmed: "we target Neutron to start flying later this year" Rocket Labs medium-lift era is about to kick off" @SpaceInvestor_D on X 2025-07-15 00:04:29 UTC 38.9K followers, 60.2K engagements
"$KRMN Karman Space & Defense IPO'd at $XX and closed the week at $XX valuing the company at $4.2B. WHAT THEY DO: They build essential components for rockets missiles and spaceships think of them as the engineers behind the complex systems powering space and defense. KEY FINANCIALS: XXXX% YoY revenue growth P/S: 12.7x Gross Margin: XXXX% Operating Margin: XXXX% Debt-to-Equity: 0.8x CLIENTS: Their primary client is the U.S. Department of Defense with partnerships including Lockheed Martin Boeing Northrop Grumman and NASA. BOTTOM LINE: Karman is positioned in growing defense and space markets" @SpaceInvestor_D on X 2025-02-16 16:17:46 UTC 38.9K followers, 25.8K 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 = $48B valuation ✅ Massive scale no retail cost structure no towers. Once active ARPU trickles in with near-zero opex" @SpaceInvestor_D on X 2025-07-16 14:44:27 UTC 38.9K followers, 4496 engagements
"$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, 9701 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 = $2.6B valuation ✅ High-stakes connectivity for forward ops disaster zones global command. Sticky premium contracts" @SpaceInvestor_D on X 2025-07-16 14:44:28 UTC 38.9K followers, 4161 engagements
"$ASTS Make no mistake this move isnt just retail" @SpaceInvestor_D on X 2025-07-23 17:23:48 UTC 39K followers, 12.5K engagements
"$RKLB Strong Buy $XX PT The Center for Financial Research and Analysis came out with a new report on Rocket Lab. "Our Strong Buy recommendation reflects our view that RKLB has emerged as one of the top launch providers for small payloads. We believe the valuation is incredibly attractive considering our long-term outlook." *Analysis prepared by Keith Snyder on Jul XX 2025 01:23 PM ET when the stock traded at USD 50.27" @SpaceInvestor_D on X 2025-07-19 17:39:31 UTC 39K followers, 83.2K engagements
"$RKLB What does end-to-end really mean Look at Rocket Labs work on SDAs Tranche X Transport Layer Beta. Theyre designing building integrating testing and operating the (18) satellites. Now THATs true vertical integration" @SpaceInvestor_D on X 2025-07-22 01:21:19 UTC 38.9K followers, 11K engagements
"@kingtutcap Very common among the best investors from Buffet and Munger: "Diversification is a protection against ignorance. It makes very little sense for those who know what theyre doing."" @SpaceInvestor_D on X 2025-07-20 21:42:42 UTC 38.9K followers, 1542 engagements
"ASSUMPTION ➡Why XX% EBITDA margin: -Fixed-cost satellite infra = monster operating leverage. -No cell towers. No customer service ops. No local infrastructure. -Direct integration with MNOs = scaled global margin machine. This is not your typical telco. ➡Why 15x Ev/EBITDA: -Across sectors the long-term average EV/EBITDA multiple for publicly traded companies ranges between 11x and 14x. -Software aerospace infrastructure or telecom (with sticky revenue) often trade at 1520x or higher" @SpaceInvestor_D on X 2025-07-16 14:44:29 UTC 38.9K followers, 5782 engagements
"$BKSY BlackSky will host a conference call to discuss second quarter 2025 financial results and its business outlook on Thursday August X 2025 at 8:30 AM ET. A press release with BlackSkys financial results will be released in advance of the conference call that same day" @SpaceInvestor_D on X 2025-07-21 11:31:49 UTC 38.9K followers, 4265 engagements
"$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 39K followers, 28.6K 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 38.9K followers, 7132 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 39K followers, 5626 engagements
"TOP X HOLDINGS Here's my latest space portfolio allocation. X. $RKLB Rocket Lab X. $RDW Redwire Space X. $LUNR Intuitive Machines X. $ASTS AST SpaceMobile X. $GSAT Globalstar I believe these X stocks offer the best exposure to the growing space economy over the next 5yrs" @SpaceInvestor_D on X 2025-01-17 17:01:00 UTC 38.9K followers, 14.7K 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
"(4/5) $RDW Redwire is supplying critical antennas and RF systems for the SDAs Beta variant via Rocket Labs build. Redwire will produce XX ship sets of antennas and RF front ends for Tranche X in its newly expanded Colorado facility. This award was the latest of a series of contracts related to SDAs Transport Layer going back to Redwires delivery of its first Link XX antennas for Tranche X in 2020. The company was also selected to provide RF hardware and antennas for Tranche X satellites. Redwire has delivered XX Link-16 antennas to date for Tranche-1" @SpaceInvestor_D on X 2025-07-23 19:14:03 UTC 39K followers, 2571 engagements
"$ASTS / $RKLB / $RDW Waking up to Golden Dome budget jumping $13B from $24.4B to $37.4B is exactly the kind of news Im here for. Could be massive for our favorite space stocks. Let's have a strong day" @SpaceInvestor_D on X 2025-07-23 11:23:07 UTC 39K followers, 13.8K engagements
"$ASTS / $RKLB There's a warning in SpaceX most recent $400B tender offer documentation: "Musk may in the future serve in (political) roles and devote significant time and energy to such roles" Here's a clip from Bloomberg TV talking about it 👇" @SpaceInvestor_D on X 2025-07-23 14:17:15 UTC 39K followers, 10.1K engagements
"$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 39K followers, 11.5K engagements
"Status Update. Milestone Achieved ✅ $1K ➡ $1M What a crazy ride it's been. Thanks for being there along the way 🙏" @SpaceInvestor_D on X 2025-07-17 20:19:54 UTC 39K followers, 25.2K engagements
"$ASTS / $RKLB / $RDW Space is shaping up to be a multi-decade bull run. Defense data energy telecom AI. everything points up and out. Dont trade it. Stack it. 🫡" @SpaceInvestor_D on X 2025-07-14 14:10:24 UTC 38.9K followers, 36.8K engagements
"$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 39K followers, 48.5K engagements
"@neoalvaro79 not going at it blind been following NTLA for a year plus. I think it's very cheap right now with significant margin of safety and catalysts are coming up early next year" @SpaceInvestor_D on X 2025-07-18 14:25:50 UTC 38.9K followers, 1050 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 39K followers, 4405 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 39K followers, 28.8K 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 39K followers, 8092 engagements