Reddit Posts
How to value loss-making companies such as BKSY and TDOC or any other company that is currently not earning a profit?
Defense and detection stocks
BKSY - when in doubt zoom out, I told you guys weeks ago this is highly shorted
💰💰💰Good morning! #premarket #watchlist 06/21 $BKSY -Awarded Five-Year Joint Artificial Intelligence Center Contract, $ADN -Power & Renewables Conference, taking place between June 22-23, in New York City, $CNVY -Convey To Be Taken Private By TPG, $VLNA -Valneva and Pfizer Enter into an Equity
💰💰💰Good morning! #premarket #watchlist 06/21 $BKSY -Awarded Five-Year Joint Artificial Intelligence Center Contract, $ADN -Power & Renewables Conference, taking place between June 22-23, in New York City, $CNVY -Convey To Be Taken Private By TPG, $VLNA -Valneva and Pfizer Enter into an Equity
$BKSY Wins 5-Year Joint Artificial Intelligence Center Contract For AI Data Readiness
💰💰💰Good morning! #premarket #watchlist 06/21 $BKSY -Awarded Five-Year Joint Artificial Intelligence Center Contract, $ADN -Power & Renewables Conference, taking place between June 22-23, in New York City, $CNVY -Convey To Be Taken Private By TPG, $VLNA -Valneva and Pfizer Enter into an Equity
💰💰💰Good morning! #premarket #watchlist 06/21 $BKSY -Awarded Five-Year Joint Artificial Intelligence Center Contract, $ADN -Power & Renewables Conference, taking place between June 22-23, in New York City, $CNVY -Convey To Be Taken Private By TPG, $VLNA -Valneva and Pfizer Enter into an Equity
HLBZ Mobile Scooter made in Italy with potential catalysts with strong meme potential , CEO purchased 2 million shares with 80% insider ownership , 10 mil float, reopening play with people traveling and buying more scooters , next $RDBX $BKSY $AMC $MULN $BBIG
Mobile Scooter made in Italy with potential catalysts with strong meme potential , CEO purchased 2 million shares with 80% insider ownership , 10 mil float, reopening play with people traveling and buying more scooters , next $RDBX $BKSY $AMC $MULN $BBIG
Just going to put his out there: BKSY 90M short volume on 60M float all trapped for over a week as the news was MASSIVE and it is not going down
rmicro_additions_20220603 $BKSY Added to Russell 🚀 Satellite Imagery is dramatically changing the information landscape, particularly when it comes to national security. Which is a valuable tool for information sharing and decision making
Eyes in the Skies - Alumni - Harvard Business School $BKSY
Airbus U.S. and BlackSky Commercial Smallsat Data Acquired by NASA- SPAC $BKSY NEWS That Went Under The Radar…Deal With NASA
BlackSky (BKSY) Stock: A Gem in the Growing Space Industry plus last week recent contract!
BlackSky (BKSY) Stock: A Gem in the Growing Space Industry plus last week recent contract!
Spy agency pumps billions into orbital imagery companies BlackSky, Maxar and Planet $BKSY
Spy agency pumps billions into orbital imagery companies BlackSky, Maxar and Planet $BKSY
BlackSky ($BKSY) awarded "Billions Of Dollars" In Ten-year Spy Satellite Contracts - Market Cap $215M
BlackSky ($BKSY) awarded "Billions Of Dollars" In Ten-year Spy Satellite Contracts - Market Cap $215M
BlackSky ($BKSY) awarded "Billions Of Dollars" In Ten-year Spy Satellite Contracts - Market Cap $215M
anyone heard of BKSY or have some insightful dd?
$SATL: When A Layup Turns into Squeezed Nuts
I scraped r/SPACs for the top ticker mentions in the last 24H. Here are the results (Monday April 18, 2022)
Blacksky (BKSY) looking like easy money right now.
Inspired by an earlier post, what’s a stock you’re invested in but have the least confidence in for this decade?
Contrarian Indicator? The volume of posts on this sub has seen a very, very steep decline over the past few weeks. Does this mean that maybe a bottom signal is in or near for quality Spacs, or at least de-spacs?
BKSY: I need to post about this 1 more time. I really feel like this will be a squeezer sometime in January or February. The CTB is insane at over 200%! SI is only at 9% but it is rising! Anyone have any idea why a 9% SI would warrant a 239% CTB avg?
BKSY: 52.4 million free float with a 256% CTB. Might not be ready yet but keep an eye on this! Add it to your watchlist!
New stock on NYSE threshold list today - $BKSY
I really wanted to jump into BKSY at $9.97. Now it is under $6.
Is it time to switch from growth to value investing?
What are people's thoughts on BKSY?
Comparing satellite imagery companies BKSY, DMYQ / PL, and CFV / SATL
DMYQ (Planet) and BKSY (Banksy... er Blacksky) Bear Thesis DD
DMYQ (Planet) and BKSY (Banksy... er Blacksky) Bear Thesis DD
Creating The Actual MetaVerse: Rockets Fly Moon Soon 🚀🚀🚀
Creating The Actual MetaVerse: Rockets Fly.. Moon Soon 🚀🚀🚀
Creating the Actual MetaVerse: Rockets Fly.. Moon Soon 🚀🚀🚀
Creating The Actual Metaverse: Rockets Fly, Moon Soon
BKSY-Shooting for close to the moon. (Outer Space anyways) Cost to Borrow over 400% now. Playing the run-up to the launch next Wednesday night. It’s already moving in anticipation
$BKSY-CTB is skyrocketing. Catalyst next week on launch with RKLB. Moves in sympathy with RKLB and PLTR.
$BKSY-CTB skyrocketing. IV is dropping, catalyst next week on launch with RKLY. Moves in sympathy with RKLY and PLTR.
PIPE to Float Chart (10/30/2021) - HUMA EFFECT 10/25, BKSY S-1 10/25, LILM EFFECT 10/27, ACHR EFFECT 10/26, SHPW EFFECT 10/27, VLD EFFECT 10/28, ARBE S-1 10/29, MIR S-1 10/27
$BKSY FTD (Similar to $IRNT) and short squeeze potential!
Mentions
LUNR or BKSY? Or are space stocks bullshit?
BKSY could have more room to run
BKSY casually up 87% YTD
Why is BKSY on a constant uptrend I don’t get it
Maybe buying BKSY puts was not the move
Thanks! Yeah I think DGXX will recover and really like Nebius too. Have a look at posts by the user retiredportfoliomgr on reddit - I found out about him because of BW getting a contract with APLD (he was/is big on BW) but he has good writeups on NLST. I like GLXY too. If you're buying shares, you won't go wrong. Ones I'd keep an eye on for the short term are FSLY, UCTT, BKSY (like you said), KOS, MU, WDC and BW.
It’s exciting to read your posts. I own DGXX too, but I paid too much for it. Still, I’m keeping it—I have time. On the other hand, I bought BKSY and Nebius at good prices (2–3x). I’ve never heard of NLST, though. GLXY might not be a ten-bagger, but it’s still a pretty safe investment (for me). It just takes time. Longer than I thought, but no problem.
ASTS BKSY FLY LUNR MAXQ PL RDW RKLB SPIR YSS Those are my current holdings in my space portfolio
It's down 56% since October but up 95% since last year. Are we going to keep leapfrogging over each other's dates to suit our respective narratives? You're welcome to carry on but I'm already bored after one round. Saying that a small-cap stock went down a few percent on the day of earnings means absolutely nothing when S&P500 hits a 6-month low and multi-billion companies are dropping far more than that. I can absolutely blame it all on the war because when I open my investment app there is a clear pattern. \- KTOS had two great announcements last week, including a $49mln contract on Thursday and still dropped over 5%. \- AVAV -5% \- BKSY -17% \- ONDS -6.8% \- UMAC -12% \- LPTH -13.5% (also an optics company with much larger market cap than KOPN) Look at the price per share of some of those companies. I don't know what the earnings figures would have had to look like for KOPN yesterday to not to drop and who was expecting them to look like that (certainly nobody who's been following the company closely enough) but to reiterate, 6% drop for a small company like that is a very small drop indeed. Also, if you look at the chart, you will see that the stock went well over 10% up on market open yesterday whereas I see no jumps of any kind for any other small-cap stock I hold - just steady downhill straight out of the gates. If the earnings were as shit as you suggest, the stock would've fallen off sharply. Also, you don't need to tell us you are down on your position - I gathered as much from how emotional you got in your post. Speculative investments clearly don't suit you and I hope KOPN has opened your eyes to that. I'd suggest you consider index funds or Coca-Cola instead.
The next PL is actually BlackSky ($BKSY), for those who know.
Focus on small-cap space stocks, especially with good earnings or guidance. I have BKSY, PL, and AMPX, which all give me pretty good returns over the past few weeks.
I think I’m waiting on a pullback to $20-$25 to snap up some shares. It’s on my space watchlist and I’ve also got BKSY and SATS too.
Nice job man! Love this stock. Just discovered it around 6 mos ago bought 50 shares at around $9 and dca more on the way up..not many good dips in a while. Currently my favorite stock of my 150. Other favs I've been in for a bit longer APLD RKLB ONDS RCAT UMAC PL BKSY NBIS IREN APLD..familiar cast of reddit characters. Fun finding a gem on the earlier side when they hit pay dirt. Makes you feel like a genius but much luck involved. We tend to not mention the ones that haven't worked out..so far.
Those who realise the content I produce is not AI. Hope you bought ATEX, BKSY when I called it.
Space stocks in general are printing money for investors. Go look at the 2-year charts for RKLB, BKSY, LUNR, PL, ASTS, etc.
Buy BKSY shares and forget. Soon to get PL treatment.
Nah. I closed all my positions in BKSY including shares.
Bough some BKSY pre market. The other ones are in mining space, might make a post if I get some time
I swear I had no idea what was going to happen, but for some reason Friday just before close I went deep on ONDS, RDW and BKSY.
its BKSY that steady pays RKLB's launch rent not ASTS
they have a steady launch book from BKSY on current equipment but that's been the case for a year. Recent tank section test implosion (non-fireball kind) pushed Neutron schedule back for safety reasons. Nobody not named SpaceX can afford a spectacular publicity faceplant. Not withstanding one supremely regarded south african ape, rocket science is normally considered a serious, careful business.
Still holding strong. LUNR, ATRO, KRMN, RKLB, ASTS, PL & BKSY (Thiel company - lfgggg).
My portfolio is based on capital conservation inlike you regards LUNR, RKLB, ATRO, KRMN, ASTS, PL, BKSY, TUNGF
One thing I can say is the possible utility of satellite stocks is a lot easier to visualize. ASTS is hyping true satellite broadband coverage. BKSY is a sat intelligence company. The use cases are much clearer and in some cases here already whereas the benefits of AI to the general public are still questionable. The billionaires pushing it so hard makes me think we will not necessarily be along for the ride.
ASTS and RKLB are the two main plays for convexity at this point, and recent declines mean prices now look very good. RDW has picks and shovels potential but right now is a mostly incoherent mashup of acquisitions led by inconsistent management without a clear vision. PL and BKSY are, IMO, the most at risk of commoditization. PL has a moat with its library of earth imaging for reference and AI training, but the barriers to launch imaging sats into orbit will continue to drop. FLY and LUNR are interesting opportunities. FLY landed its vehicle upright on the moon but its rockets keep blowing up. LUNR has landed its lunar vehicles on their sides twice in a row, but their acquisitions and leadership seem to have the credibility and coherence that RDW lacks. All that said, RKLB will be the fully integrated space company to own. ASTS will be the satellite company to own. Both have upcoming catalysts that will further collapse uncertainty that’s keeping their stock prices weighted down today. RKLB must have a successful Neutron launch. ASTS must get its constellation of sats launched and delivering demonstrably on its technology at scale. Both will be multi-baggers over years if this happens in a reasonable timeline. More so once defense applications scale as a “can’t fail” subsidy. The risk is that timing slips markedly or capital becomes a problem. Neither seems likely at this point, but it’s a non-zero probability. It will be interesting to see who in the robotics and automation space will benefit from this or other developments. In space, the prime defense companies like Lockheed and Raytheon obviously stand to benefit from industry growth, but they’re so big that the effects will be massively diluted. If I had to guess, I’d say the analogs to that in robotics and automation would be names like Honeywell, Rockwell, Caterpillar, Teradyne, ABB, etc. Off the top of my head, Symbotic would represent a decent option in warehouse automation, but I’ve done no actual research on them.
AST SpaceMobile (ASTS), EchoStar (SATS), and Viasat (VSAT). Other notable companies for space-based connectivity, data, and launch services include Rocket Lab (RKLB), Planet Labs (PL), BlackSky Technology (BKSY), and Redwire (RDW).
Almost 100% of the stock mentionned had the same pattern. Last example, BSKY mentionned around 11h30 today resulted in 709k shares sold in the next hour while the average volume per hour was 100k prior. While I don't own BKSY, I tought the price was attractive and wanted to test this theory.
Hes a partner at Sur Energy and OpenAI announced it will work with Sur Energy on Stargate Argentina. How is he going to help? Idk but a meaningful relationship regardless. Also he’s buddies with Galperin from MELI and is in the Endeavour club which is the paypal mafia of south america. Endeavour chair is edgar bronfman jr, and researching his dad’s background is fun homework. This company is very well connected politically. And they hired Kerridge from BKSY along with a raise and further invt from an inst of ~30m as part of rapid expansion. Early innings.
I never almost certainly use Ai for everything I still do use Reddit for what I used it for and Ai haven’t replaced it at all Finding great places to visit while traveling? Hidden gems? I always get the best ideas from Reddit, never from YouTube or Instagram, much better ideas when traveling come from Reddit. Using ChatGPT provide very generic results. I’ve used Reddit to invest and made a great amount of money picking stocks over the past 5 years, and learned a shitload on the way. Try to use ChatGPT to invest for you vs real people and proper due diligence, I’ve been successful with Nvidia PLTR RKLB LUNR BKSY APLD RDDT and a ton other stocks thanks to Reddit. The list goes on and on Reddit have more positive effect on my life than any other social media platform I’ve used. And here we are all of us still using it and complaining about the platform stock price.
Yep BKSY is my only green
For me its ASTS, RKLB, BKSY
Glad it worked for you! at 26-29ish I sold a bunch, bought some calls incase it continued, and then sold puts for 18$ today. Im looking to get back in with more shares at under 20, I think hard bounce if it gets to 17-18. 30 is going to be very tough to get past as thats upper limit of all shorting and short interest is still 25%. So it has to hit 30 with a lot of momentum to get past the shorts, but if it does.. watch out. There are the warrants which is expire in September which can help it hold a hard floor of just over 14$. They are also selling up to 100m of ATM equity, which can be directly redeemable to suffice for shares that are shorted. But BKSY decides the price of these. Which if looking at volume since it was announced.. I think they arent selling those for under $18 and it was helping the price stabilize over 25 before the shorters got greedy last week. I think we will see downturn continued to 18$, which is a buy signal for me. But will save buys for if it dips further. It could be a while before fighting 30 again though.
As a swing trader, everything I’m interested in buying is either endless dipping (RBRK, CSU, PGY) or hasn’t dipped enough yet after I sold the peak (ASTS, RKLB, BKSY). Fine holding my cash right now until the conditions are better.
literally any space stock. play the run up ASTS RKLB PL RDW ASTI SUUN VOYG FLY SIDU BKSY LUNR UFO ETF don’t forget to DYOR
Look at the other side of the business: $CTM, $CPSH, $KOPN, $DDD, $BBAI, $BKSY, even $GRRR.
Yeah also have BKSY, I bought during the dip to $13 it’s been noice
I’m in on Redwire too but look up their management practices and employee reviews. Pretty concerned about the incompetence of the management level + stock dilution. Check out BKSY.
BKSY buying opportunity?
So ASTS, BKSY, LUNR, and PL all get to be green but RKLB doesn't?
Textbook PL, BKSY, RDW, SPIR, WBTN
If it makes you feel better. I had planned to buy 50k warrants of this and BKSY. I only ended up buying 50k BKSY warrants and stopped at a few hundred PL warrants back when they were only a few cents.
2 years ago my feed was all RKLB ASTS BKSY and PL for some reason. bought all of them. They run my whole portfolio lol
ASTS, PL, BKSY.. All of them are skyrocketing and I haven't been able to get a better entry. I was hoping $BKSY would've dropped back down to $20\~ again and stayed there until earnings, but nope. $SATL has been looking shaky but it's also had an insane run recently.
Mine would be PL, BKSY, SPIR, RDW, and WBTN. Most of those are space stocks either for satellite imagery or space infrastructure. My thesis started in 2018 and has held strong. The industry is growing rapidly and there are tons of verticals for using the data such as insurance, farming, commodity trading(huge market), and defense to name a few. This is mainly the reason why I’m looking to start new investments as some of these stocks have grown rapidly recently. WBTN is a webcomic play. If you think of how popular all forms of comics have become in recent years, there isn’t exactly a one stop shop for them. This company provides that for a large number of stories and also allows artists to make their own and potentially make money from them. It is free but users can either pay for a membership or coins to unlock new chapters to read ahead. They have also partnered with Disney and Warner recently to gain access to their IP and make animated films from comics they have on their platform.
My port went up 2% thanks to BKSY and CRML 😅
I only bought $PL since I had to tax harvest my $BKSY and I'm pretty happy I did. My only regret is not buying before it hit $19
Always a risk. In that range however they have proven themselves and the other factor being dilution, has far less risk that a company in the million dollar market range (which would be highly likely to dilute to keep the company afloat). Not saying there isn't money tp be made but every time I've invested in a low market cap company I have been burned. BKSY maybe being the exception but I pulled my investment out 6 months ago.
Why did BKSY just 15%
wtf is happening with BKSY overnight
I’m not sure I have PL but BKSY looks better for revisit rates which is really intriguing to me for dynamic monitoring
Here some of my favourite stocks for this year: \- MU because of the current (and upcoming) chip shortage \- PGY for the potential of AI applied to financial services \- LC for the aggressive market strategy in the banking sector (also supported by the BlackRock MoU) \- ZETA for the huge potential of AI-powered marketing services \- AMPX for the strong moat in the high-performance batteries sector (520 Wh/kg is quite an achievement) \- BKSY for the nice moat: high-freq. high-res. satellite imagery (Gen-3 sats successfully deployed) Just my ideas, feel free to comment and please do your own due diligence before picking any of them ;)
If you want defense sat but BKSY; if you want environmental buy PL. Agriculture? Buy John Deere or Cat. Absolutely no farmers need a satellite to tell them what part of their field is struggling, we know.
Donnie links or not looks like a shit company with no real facilities. Just go buy PL or BKSY. I have no idea why people are fucking around with the worthless space stocks like sidu and mnts. The winners of the new space economy are going to be PL, RKLB, LUNR, ASTS, BKSY, and RDW/FLY coming up.
Just buy BKSY. Also still low mcap and enough room to grow but it’s a safer bet. Has already a way more mature business than SATL. Also rumors are going around that BKSY delivered the geospatial intel for the Venezuela raid.
Have had $BKSY stashed for about a year now. Sold 5000 shares last month for tax purposes and, of course, it makes a run. Need to wait until EOM to buy those shares back
BKSY - Low earth orbit satellite constellations to provide real time hd imagine with filters like infrared and ai tracking. They have more money in contracts than they have market cap. Was heavily shorted into end of last year but is now above most of the 30% short interest and positive financials. Doesn't look like it's turning back. Space + war play 1100 shares and Feb 20 20C SMR - small modular reactors. These have potential for massive growth as nuclear energy approvals continue this year. These guys create reactors for everything from aircraft carriers/submarines to possibly small town grids and the like in the future. Financials trending towards profitability and many large contracts that keep them stable. Very high short interest as well. Near bottom prices but was up 200% from here just 2.5 months ago. Energy play 300 shares + Jan 23 20C Docn - cloud computing and managed services. These guys are absolutely fantastic and I love the company from personal experience. Low prices and high quality tech. I suggest to anyone to move from AWS or the like to check them out. Very very very positive financials with a great earnings in November, which I played. It dipped some after but has now cleared that chop and headed for blue skies. Aug 21 60C
For information, here an overview of my current positions: \- My top growth stocks (about 50% of the portfolio): TSSI, AMPX, PGY, ASTS, BKSY, ZETA, MU, IREN \- Larger cap / value stocks (the other 50% :)) : Alphabet, Amazon, Nvidia, Paypal, Novo I am planning to hold through 2026, may trim only if I see better opportunities during the year! Of course, do your own DD before picking any of them :)
Your space basket crushed it. Let me verify: **Space Stocks Performance (from 2023 lows):** | Stock | From Low | Current | Status | |:------|:---------|:--------|:-------| | ASTS | +4,423% | $91 | Near ATH | | RKLB | +2,114% | $78 | **At ATH** | | PL | +1,166% | $21 | **At ATH** | | LUNR | +770% | $18 | -78% from peak | | BKSY | +460% | $23 | -28% from peak | | RDW | +391% | $10 | -60% from peak | **What separated winners from "gave it all back":** The revenue data tells the story: | Stock | 2022 Rev | 2024 Rev | Growth | |:------|:---------|:---------|:-------| | RKLB | $211M | $436M | **2x** | | LUNR | $86M | $228M | **2.6x** | | RDW | $160M | $304M | **2x** | | PL | $131M | $245M | **2x** | | BKSY | $65M | $102M | 1.5x | | ASTS | ~$0 | ~$0 | Pre-revenue | RKLB and PL (at ATH) have the strongest revenue growth. LUNR and RDW had great runs but gave back 60-78%, still profitable if you bought the lows but required selling discipline. **The WSB space thesis was actually correct** - just needed to filter for "real revenue" vs "pure speculation." ASTS is the outlier: no revenue but still holding gains on the satellite connectivity thesis. Your "WSB as screening tool + own DD" framing is exactly right. The signal was there; the work was separating RKLB from SPCE.
BKSY. Space __and__ AI. They have already demonstrated their legitimacy and capabilities this past year. Their tech works and they just launched their 3rd satellite late last year. The time between launch and systems ready is getting significantly better, too. Only 1B market cap.
If I can elaborate on my glib initial response: WSB is actually an excellent source to learn about high risk, high reward stocks that will never get coverage on MSNBC or mainstream financial news. But yes, you need to do your own DD and decide what is actually worth investing in. Btw, on your list, I only bought ASTS and RKLB. WSB was very gungho on space stocks in 2025. Also had big winners on LUNR, RDW, PL and BKSY.
>BTC is headed for 50K drop for the laughs against Saylor Meme post? Because you know it won't happen. That test happened mid Oct to end of Dec 2025. BTC consolidated mid 80s. >BKSY is a good space ticket tho, it has heavy ties with pentagon and it's CEO was 2025 CEO of the year What about Planet Labs? Local gov't contracts can only go so far. PL has a much bigger (and diverse) backlog.
BTC is headed for 50K drop for the laughs against Saylor guru. BKSY is a good space ticket tho, it has heavy ties with pentagon and it's CEO was 2025 CEO of the year
Massive RKLB underperformance today. Only red stock on my 50 stock watch list. ASTS, BKSY, FLY, KTOS, LUNR, PL, RDW are almost all +6% while RKLB is -3%. No idea why.
add in FLY/RDW/BKSY if you really want to be degenerate ;)
RKLB, BKSY, and SMR. The Roth is where risk is turned up pretty high for me. Within reason of course.
Same as always. My mini space index LUNR, KRMN, RKLB, ASTS, ATRO, SIDU, PL, RDW, BKSY and a couple others.
I like this company BKSY that does live imaging with LEO satellites. They have contracts with US govt and other govnts for tactical satellite imaging. The financials have been coming thru to profitability, and they hold a decent cash pile. They could be essential for these proxy wars that are igniting worldwide. Only 700m cap, massive room to grow.
Black sky isn’t just the newest in the game. They aren’t remotely the best or have a competitive network. That would be GlobalEye/Maxar/Lanteris, which was bought out by LUNR in November; and Capella, which was bought out by IONQ in July. Capella is hard to value though. All of their federal contracts are black budget and classified. Lanteris has significant unclassified contracts, but as a bus supplier of intelligence satellites, a huge amount of their work and income is classified as well. That being said; both have been the poster children of emerging US satellite intelligence sector businesses, and no one is remotely close to being competitive with either. Unlike RKLB or BKSY now, both LUNR and IONQ now have access to secure classified manufacturing facilities that satisfy the requirements for working on TS/SCI systems. Also a massive point for anyone drooling over BKSY’s promises of resolution: resolution is considered a controlled material in the US. The easiest way to tell an imagery company is failing at finding federal contracts with organizations like the NRO and NGA - is if they publish their imagery metadata. In most cases, if under an IDIQ, that information is *highly* classified.
Rocket Lab (RKLB) and Black Sky Technology (BKSY) are already being paid by us and foreign governments via huge eight and nine-figure contracts. Rocket Lab received the same missile warning, missile tracking, and missile defense contract for 18 satellites, worth $816 million, as Lockheed Martin. Black Sky is the only option for near real-time earth observation in key geopolitical areas and only takes weeks (verified with Gen 3 launch) to be operational, i.e., making money. Rocket Lab launches Black Sky's satellites and supplies other components to other primes. The more launches they conduct with their current track record, the more they'll continue to be primes in the future. Both have huge tailwinds this coming year. Rocket Lab had a 100% success rate this year. Space is hard, so that means something. Even if they dip, the books and backlog don't change.
Space industry as a whole; and yes I'm heavy RKLB and ASTS (also holding decent positions in PL & BKSY) I think quantum will have another good run this year; IONQ is my top pick there (also have some RGTI and CCCX)
I don't blame you, honestly. They've pissed me off, too, and I have unloaded some, but I'm holding a little still to see if the shenanigans pay off. RKLB has been much better to me, along with BKSY. I'm heavy on space, specifically the sense, warn, and defend aspects of things. (I worked in Space Command when in the Army for a decade.) Space will come alive as a sector outside of the current primes in the coming years, in my opinion.
+73.92% a mix of short and long term. Focusing on long term for next year and in general going forward. PL BKSY ASTS RDW
Swing trading space stocks (ASTS, RKLB, LUNR, BKSY) has been going very well for me. Today was easily the biggest daily gain I’ve ever had. Thanks again to the hivemind for the callout on ASTS & RKLB. Love ya’ll.
I am a believer in RKLB for the long run so, for me, it's not too late to keep loading as I will probably hold for 5+ years. However, it's not unusual for it to have double-digit gains / drops in a single day, so I wouldn't buy it tomorrow because today was a big up day. I do believe RKLB will hit $100+ eventually (hopefully in 2026 if Neutron launch is successful). Fingers crossed. The space industry overall is poised for significant growth over the next 5-10 years, so you could also consider buying the UFO ETF to get industry exposure with a bit less risk. I hold RKLB, ASTS, PL, BKSY as a basket for myself (RKLB being the largest holding in that group). I think moonshots are fine as long as you're not overloading them, but you do have to be willing to wait on them and suffer through volatility. Space overall had a great few months at one point earlier this year, then really tanked for over a month (I think that was around August). It was painful, but I held on because I have done my research and have conviction on those specifically so it didn't instill the same fear level as it would have if I were gambling on random tickers I didn't know much about.
I had a decent post on BKSY back in Feb. The only drone company I have right now is parrot sa.
You mean BKSY? Would like to know your thoughts on RCAT?
PL is popping. Too bad they can’t buy BKSY. BKSY eats their lunch on massive government defense contracts because the rapid intelligence rate but PL has a larger fleet and more comprehensive daily data collection. The gen 3 Blacksky satellites are so much better and faster than the Pelican 6 but I think they cost a ton more. If BKSY breaks through to the black this year they and is able to increase capabilities and lower engineering costs this competition could sway their direction. As one company we’d be singularity away from Skynet. I’ve been an investor with both of these companies since launch.
You’re welcome. Still plenty of room to grow. PL has been FCF positive the last three quarters and continues to crush earnings QoQ. Space stocks in general are just beginning to moonshot. ASTS, RKLB, BKSY, etc. are the frontier of a new era. Idc what anyone else says. Look at how bullish the current administration is, including the FCC Chairman who expedited all of ASTS’ approvals. 2026 is going to be a huge year, and yes, I will admit I’m biased AF because I’m balls deep in this area.
Also same. But I'm holding PL and BKSY as well and really won't be surprised to see all four of them as multibaggers in the next few years. Still feels like early days on most of the space stocks.
All down 40% in a month due to market wide fear. Massive overreaction, ONDS and BKSY(defense but not drones) are already coming back. I get calls for January
BKSY is the new palantir
If you like this look at BKSY. I see more upside in it tbh
full porting BKSY. Gonna double within a month
BKSY is honestly a better PLTR and the CEO isnt a autist clown
Swing and long term 80% to stocks Space: RKLB, ASTS, LUNR, BKSY AI & Defense: BBAI, CTM EV: RIVN (closer to 13-15 levels though) Data Centers: TSSI 10% to an ETF tracking the market 10% to cash