BKSY

Jaydenjeramie

BKSY

JAWilkerson3rd

BKSY …is a space based intelligence company that has connections with Palantir

Barbaro_12487

I’ll toss BKSY out there. It’s a Thiel backed satillite company focused on defense intelligence. It’s not going to be ASTS crazy anymore, but there’s plenty of growth potential over the next few years.

tunometeKBRA02

BKSY and RCAT, literally just those two, I was trading options, be extra careful when trading options.

pigeon_shit

BKSY calls at open

Infinite_Prize287

I think that SPIR is hanging on by a thread. They tried to sell their maritime business to raise money to pay debt but the deal collapsed. Theyre in some financial trouble. There are other satellite companies like PL and BKSY that have constellations and better balance sheets, back logs, contracts. SPIR has hope though!

remymartinsextra

Got in on that BKSY dip after hours and it's already paying off

IBetYr2DadsRStraight

**🛰️ BlackSky (\$BKSY): The Real-Time Intelligence Platform You’re Not Paying Attention To (Yet)** * **Current Price**: \~\$28.29 * **12-Month Analyst Target**: \~\$24.33 (already surpassed) * **Long-Term Price Target**: \$150–\$200/share * **Investment Horizon**: 5–7 years * **Thesis**: BlackSky is building the infrastructure for real-time Earth intelligence. The market hasn’t fully priced in the scale of what they’re doing — but the upside is massive. --- ### 🧠 What Does BlackSky Actually Do? BlackSky operates a constellation of low Earth orbit (LEO) satellites and combines them with an AI-driven analytics platform (*Spectra AI*) to deliver **real-time geospatial intelligence**. That means: • Monitoring global sites multiple times a day • Detecting changes in activity (e.g., military, shipping, infrastructure) • Delivering actionable insights to customers — not just raw imagery **Key customers include:** • U.S. Department of Defense • National Geospatial-Intelligence Agency (NGA) • Allied governments • Commercial sectors (infrastructure, energy, insurance) This is *not* a speculative space startup. It’s a functional business with real revenue and real contracts. --- ### 💸 Recent Performance & Financials • **Q1 2025 Revenue**: \$29.5M (+22% YoY) • **Backlog**: \$366M (+53% YoY) • **Gross Margin**: 50%+ • **Free Cash Flow**: Positive • **Cash on Hand**: \~\$76M • **Convertible Note Offering**: \$125M (announced July 17, triggered a short-term dip to \~\$22.60 after-hours) Fundamentally, the company is trending in the right direction across every major metric. --- ### 🌍 Market Opportunity #### Total Addressable Market (TAM) • Geospatial intelligence market expected to hit **\$60B+ by 2030** • Applicable to defense, disaster response, energy, insurance, infrastructure, agriculture #### Competitive Moat • **High revisit frequency** (15x/day per location, moving toward 30x) • **Proprietary AI platform (Spectra)** – automated alerts + change detection • **Recurring data-as-a-service model** • **Integrated hardware + analytics** makes them hard to replicate --- ### 📊 How This Could Hit \$150–\$200/Share **Bull Case (5–7 years out):** • *Annual Revenue*: \$1.5B (modest market share) • *Net Margins*: 20% • *Net Income*: \~\$300M • *Valuation Multiple*: 25–30x (AI/data/defense peer range) → Market Cap: \$7.5B–\$9B → Diluted Share Count: \~50M → **Price per Share: \$150–\$180**, with upside to \$200 if margins or market share improve This is a realistic, data-driven path — not a moonshot fantasy. --- ### 🧨 Risks to Monitor • **Execution** – delays in Gen‑3 satellite deployment or customer ramp-up • **Concentration** – heavy reliance on U.S. government clients • **Dilution** – convertible notes could weigh on short-term sentiment • **Competition** – Planet Labs, Maxar, others in the space Each of these is a manageable risk given strong execution and customer stickiness. --- ### ✅ Final Thoughts BlackSky is creating the infrastructure for **persistent, AI-enhanced Earth monitoring** — a capability that will become more essential over time across both defense and commercial sectors. At \~\$28/share, it’s no longer a forgotten microcap. But based on execution so far and the market they’re in, the case for **\$150–\$200/share** is entirely reasonable over a 5–7 year horizon. This is *not* a hype-driven space tourism play. It’s a platform company — delivering real intelligence to real clients — and it’s scaling fast.

ai-moderator

#TLDR --- **Ticker:** BKSY **Direction:** Up **Prognosis:** AI spy satellites with actual revenue. Buy shares and check back in 2030. **Price Target:** $150 - $200 **Time Horizon:** 5-7 Years

rcantu314

Huge buying opportunity on BKSY

ordersetfire

I’m buying the shit out of BKSY right now! Everyone should look to get in on this massive overreaction.

7th_Sky

Woah, what happened to BKSY?

MigratingSwallow

Cry at the absolute decimation $BKSY just did to my account with that convertible note news...

Ok_Battle_4082

BKSY is the biggest guh I have seen since the tariffs, holy shit

Ok_Battle_4082

Why did BKSY sink 25% in 1 second??? What????

Ok_Battle_4082

Holy fuck I need you guys to check BKSY. What just happened???

midgetsj

Lol look what just happened. [https://www.stocktitan.net/news/BKSY/black-sky-announces-proposed-private-offering-of-125-million-of-qpf6m0ic465t.html](https://www.stocktitan.net/news/BKSY/black-sky-announces-proposed-private-offering-of-125-million-of-qpf6m0ic465t.html)

Detective_Far

Why is BKSY , black sky tech tanking ??? It’s down -25% right after the bell

Inca-Vacation

BKSY has done well recently. PLTR connection.

Exotic_Perspective_8

BKSY maybe?

LocalFuel8139

BKSY went brazy today

Sakrie

Finally officially validated in my BKSY purchasing during the past 6 months. The tech always made sense, literally best in the world satellite imaging.

Vivid_Giraffe_208

Add BKSY to the list

Vivid_Giraffe_208

Wish I bought more BKSY :(

WatchinToMuchTV

Add BKSY to that list

Big-Material2917

There’s plenty of foresight left in RKLB today. If you’re looking for some other stocks with big potential and are relatively early check out BKSY, RDW, and ABAT.

Critical-Future-292

Not pure penny stocks but small to micro caps $FIP 700M market cap, owns railroads, terminals, power plants and the only LNG port on the Atlantic coast $OPEN 500M market cap US real estate trading firm. Think stand alone RedFin $BKSY 700M sat surveillance $TSAT 300m Australian LEO sat $ESP 140m rugged electronics for military use

Ok_Battle_4082

There was like 1 guy in here who kept spamming BKSY months ago and I really wish I listened to that lunatic

Much-Information7826

QS — 10x in the next 18 months is not too crazy goal (Jan 2027) if it hits all its milestones; BKSY — 3x in the next 18 months is reachable, which is only the same mc of PL. PDYN — a bit speculative, but I feel hopeful because if it’s CEO

Expensive_Square4812

BKSY

Jemmo1

Starting was the best decision. I had a few small losses that i cut loose either in time (battery stocks...) or too early (RKLB, PLTR, BKSY), but i stuck around with ASTS since $2 (my average is now $10) I really didnt understand the other stocks as good as i wanted, so i just stick to VWCE & ASTS until i find something else interesting.

kimchimerchant

Nice man. I’m looking into BKSY as well.

SpaceViking85

PLTR and BKSY gonna rise. SRFM is gonna get PLTR sympathy plays since they're basically owned at them now. Oil idk since it didn't do what ppl said during the Iran conflict recently. I only like 1 of these stocks at all. So someone else can profit off this

0x4C554C

Smaller space companies. RKLB ASTS and BKSY.

lasvegas21dealer

BKSY

pigeon_shit

Rockets you say? RKLB and BKSY calls thanks

pigeon_shit

Why does everyone sleep on BKSY?

PureSun4208

BKSY be ripping

SeamoreB00bz

OK what's going on with BKSY that everyone knows about except me

0x4C554C

What did I tell you about BKSY? Told you to buy this AM.

pigeon_shit

Don’t sleep on BKSY

pigeon_shit

BKSY like I said

0x4C554C

BKSY looking yummy yummy. With NATO countries pledging to spend more on defense and the utility of commercial space electro-optical imagery in general, BKSY is a long term winner.

arco238

I literally threw thousands of dollars at rockets on a whim after watching a movie about Rocketlab on a plane flight 7 months ago. After 20 minutes of hearing the CEO/founder talk about what he makes and why its already really important/will be even more important over the next decade, I couldnt believe I hadn't yet ran across much buzz at all about the possibility of an impending space market boom. Bought RKLB the next week even though it was during an upswing and also put money into PL. More competition in the earth-observation satellite business, but PL seems to be poised for long-term slow and steady growth as the industry has seemingly unlimited room to grow. BKSY also good opportunity stock there. Look at the companies Palantir is looking at/contracting with/talking about/partnering with. They have the right people doing acquisition research over there.

Icterus_Galbula

This is unpopular with a lot of folks due to the risk and that's fine but I haven't been looking at any of the mature stocks over the past few months, all small and micro cap. I know that's probably not sustainable long term but right now stocks like RKLB, ASTS, OUST, AEVA, PONY (before the 50% dip), ACHR, RDW, PL, BKSY. I'm up big since April thanks to these.

Dysbit

Dang slept on BKSY, shoulda bought in when it was on sale

pigeon_shit

BKSY is over 500M market cap. Thank me later.

CherryColaCan

RKLB, OUST, BKSY and, I’m embarrassed to say, ARRY

Ambitious-Cake9404

HNGE and BKSY calls. BLNE shares. Sneaky play MBLY 18.5 calls

throwawayainteasy

>im trying to build wealth Statistically your best bet is to put your $3K, plus anything else you can spare over time, into a low cost, passive, broad market index fund. Something like ITOT/FZROX if you're with Fidelity or VTI/VTSAX if you're with Vanguard (other large brokers have their own equivalents). Trading individual stocks is much higher risk/reward. Doing the above is the most certain path to building wealth over the long term. Trading stocks/options can be very profitable, but the vast majority of people doing it fail to beat indexing. Index investing is slower, but it *will work* (assuming modern society as we know it doesn't collapse or the world markets turn into Japan's). If you're gonna go for option 2, the long-term strategy is to research companies and find decent small-to-mid sized ones you like for whatever reason and invest in them. For example, in the active portion of my portfolio, I'm banking on the changes to NASA's funding/operations to massively benefit contractors in the future. I'm holding decent amounts of BKSY and LUNR as they provide relatively niche services that I'm assuming are either going to either directly disproportionately benefit from a push to privatize space in the future, or they're going to get purchased by one of the bigger space companies (SpaceX, Blue Origin) who want to start providing NASA with the sorts of services they offer. I could have gone with RKLB, but I think they're pretty significantly overbought already and aren't as likely to see a big return (essentially a big increase in revenue for them has already been priced-in over the last year). Am I right? Maybe, and if I am I could see big returns. Will I be wrong? Also maybe, and even if I'm not wrong in an absolute sense my timing could be off such that by the time those tickers give be big returns, they could lag behind the overall return of the market if I had just put that money into ITOT instead. Similarly, I have a solid position in EUAD--an air defense ETF tracking European defense companies. I antipated a big buildup in EU military capabilities with the US being less of a solid NATO partner, so I made a bet accordingly. I'm up vs the market this year, but will I be over the next 5-10 years? Maybe, maybe not. That's why generally I keep 95% of my portfolio in index funds and bonds. Only 1-5% are active bets (ie, picking individual stocks to hold or options to buy/sell).

prettypositron

Today I bought ASTS, CRCL, ALT, GRRR, OSCR, BKSY... all at the top. Am I regarded or do you think these will continue to pump?

NefariousnessEven806

How many BKSY Gen 3 sats are zipping over the strait and Iran… calls

HND171

BKSY Calls 🐿️ 🛰️ 👀

Party_Shoe104

This is long (Part 2) Cash Secured Put Option....You do not need to own 100 shares, but you do need enough cash on hand to purchase 100 shares of the stock....or the price of the stock minus the premium you collect. This is a way to get into a stock and not have to pay market price. I recently sold a cash secured Put on RDDT. I chose the $95 strike (stock was at $97 near the bottom of the Bollinger Band) and picked the July 18th Expiration. A buyer paid me $915 to buy his shares for $95 by 4 PM on July 18th. If the stock closes at $95 or less by 4 PM on July 18th, then I have the obligation to buy those 100 shares for $95. BUT, since he gave me $915, my cost basis will be $85.85/share. If the price of the stock closes above $95 on July 18th, I keep the $915. That $915 represents an APR of 68% on the $8585 of cash collateral I needed to have on hand before selling this cash secured put. I'd be happy to own RDDT and I am happy to generate the $915 if I do not have to buy the shares. In selling a cash secured Put, you open up the option chain and go through the same thing I listed above for Covered calls, pick a strike price, look for a .2 delta if you just want to collect cash and not buy the shares or a higher one if you want to buy the shares, pick an expiration. Best time to sell a cash secured Put is when the stock is decreasing (premiums are higher) or when it reaches the bottom of the Bollinger Bands When selling a cash secured put, the buyer is Bearish while you are Bullish on the stock. When selling a covered call, you are Bearish on the stock, while the buyer is Bullish. There is much more to Selling Options, but in selling them, you always collect a premium (earn money). Not so in buying. The Risks: The only downside to selling a covered call is that you cap your upside. In other words....if ENPH hits $90, I am still obligated to sell those shares at $70 (the strike). I still make money on the profit of the sale (if I were to pick an $80 strike) plus the premium. The downside to selling cash secured puts is if a stock tanks. Let's say RDDT is at $60 by the time expiration hits. I still have to buy at $95 (DCA of $85.85)/share (which is how I got into ENPH and BKSY). You should spend time watching as many Youtube videos as possible on options. My advice is stay away from buying. Spend a year or 2 just selling. Once you've mastered selling, then look into the "Wheel Strategy." There is no need to buy. Buying really requires you to understand how the Delta and Theta negatively affect the buy side of that trade. Not knowing this is probably why you lost money on them. Also, stay away from naked calls (way too risky). Learn everything you can on options, then start generating some revenue. Some of those tobacco companies and oil & gas companies pay out a decent dividend. Imagine adding premiums to those hefty dividends! Just more money you can generate with those cash paying cows..

Party_Shoe104

This is long, but bear with me... I never buy, I always sell. Selling always guarantees you some income. Buying does not. Covered Call....To sell a covered call, you must own at least 100 shares of the stock. Each covered call contract represents 100 shares. When you sell a covered call....you pick a price you are willing to sell your shares for. This is known as the "strike price." Then you pick a date in which the shares must hit the price by. This is known as an expiration date. There is something known as "Delta." The Delta serves 2 functions: 1) the amount the contract moves for each dollar of the stock. So, if it is a .2 Delts, if the underlying stock goes up $1, the value of the contract goes up 20 cents.. A .5 delta will move 50 cents for every $1 change in the stock price. 2) the delta is also the probability in which the contract will expire "int the money." or achieve the strike price by the expiration date. An "Option Chain" is where you find the strike prices, expiration dates, and deltas for options. Let's use ENPH as an example: I own ENPH at $70. Right now, the stock is trading at $45.85. Instead of selling it for a loss or waiting for it to get back to $70, I can collect money (known as premium) by selling a call. Because I do not want to lose money, I will pick the $70 strike (break even). Looking through the option chain, I can sell or buy and option with the $70 strike (I'll be selling). Since the probability of ENPH hitting $70 tomorrow or the near term is just about zero, I have to pick an expiration that is several months out. The Sept. 19th expiration reveals I can collect $146 from a buyer that is interested in paying $70 for my 100 shares. So, I am getting paid to sell my shares at my price. I can pick a later expiration (Nov. 21) and collect $277. If I don't really want to sell my shares, then I look for a .2 Delta or lower. The Sept. 19th expiration has a .18 Delta. So, I click on sell option. I enter 1 contract (represents 100 shares), I enter expiration date Sept. 19th, and hit submit. In this example, when a buyer purchases the contract, The $146 goes into my account. This $147 represents an APR of 7.54%. from the cost of my 100 shares. It's like creating your own dividend. That is more than a HYSA, most dividend stocks, a CD, Bonds, etc. If by 4 PM on Sept. 19th, ENPH closes at $69.99 or below, I get to keep my shares and the premium. Then I rinse and repeat (sell another call). If I owned 500 shares, then I could sell 5 contracts and make 5 times the money. If ENPH closes at or above $70, then I am obligated to sell my shares at the $70 strike to the buyer. The buyer has the right to purchase the shares, but does not have to. I equate selling covered calls to owning property and renting that property out. I am basically renting my shares and collecting/generating income. If you actually wanted to sell your shares, then pick a higher Delta ,4. The best time to sell a covered call is when the stock is rising and when it reaches the top of the Bollinger Band. Premiums fluctuate with the price of the stock Cash Secured Put Option....You do not need to own 100 shares, but you do need enough cash on hand to purchase 100 shares of the stock....or the price of the stock minus the premium you collect. This is a way to get into a stock and not have to pay market price. I recently sold a cash secured Put on RDDT. I chose the $95 strike and picked the July 18th Expiration. A buyer paid me $915 to buy his shares for $95 by 4 PM on July 18th. If the stock closes at $95 or less by 4 PM on July 18th, then I have the obligation to buy those 100 shares for $95. BUT, since he gave me $915, my cost basis will be $85.85/share. If the price of the stock closes above $95 on July 18th, I keep the $915. That $915 represents an APR of 68% on the $8585 of cash collateral I needed to have on hand before selling this cash secured put. I'd be happy to own RDDT and I am happy to generate the $915 if I do not have to buy the shares. In selling a cash secured Put, you open up the option chain and go through the same thing I listed above for Covered calls, pick a strike price, look for a .2 delta if you just want to collect cash and not buy the shares or a higher one if you want to buy the shares, pick an expiration. Best time to sell a cash secured Put is when the stock is decreasing (premiums are higher) or when it reaches the bottom of the Bollinger Bands When selling a cash secured put, the buyer is Bearish while you are Bullish on the stock. When selling a covered call, you are Bearish on the stock, while the buyer is Bullish There is much more to Selling Options, but in selling them, you always collect a premium (earn money). Not so in buying. The Risks: The only downside to selling a covered call is that you cap your upside. In other words....if ENPH hits $90, you are still obligated to sell those shares at $70 (your strike). You still make money on the profit of the sale (if I were to pick an $80 strike) plus the premium. The downside to selling cash secured puts is if a stock tanks. Let's say RDDT is at $60 by the time expiration hits. I still have to buy at $95 (DCA of $85.85)/share. (which is how I got into ENPH and BKSY). You should spend time watching as many Youtube videos as possible on options (my advice is stay away from buying) and read as much as possible. Learn everything you can on options, then start generating some revenue. Some of those tobacco companies and oil & gas companies pay out a decent dividend. Imagine adding premiums to the money you can generate with those cash paying cows...

Party_Shoe104

While I am down on all these stocks, I have covered calls on ALL of them. So, at least I am generating some revenue while I wait to get back to even. BKSY....because of the growth/opportunity in India ELF....history of meeting/beating earnings ENPH....A belief that rates will eventually come down PHM....A belief that rates will eventually come down NU.....They continue to expand into other countries S....A belief they will become profitable TEM...Nancy Pelosi can't be wrong....can she?

dummyfakesmart

SIDU has to 16X to catch up with BKSY and has to 70X to catch up with PL.

dummyfakesmart

SIDU has to 16X just to catch up with BKSY.

Big-Material2917

RKLB is the #1 pick by far. They’ve run a lot so not the insane price you were seeing last summer but still worth investing. RDW is kind of a poor man’s rocket lab but its price is around where RKLB was last summer so it’s an opportunity to buy in cheap again. They do a lot of similar stuff and are arguably the #1 leader in space manufacturing which is incredibly exciting. Biggest catch is they don’t have launch which is strategically important in a lot of ways. Still very interesting tho and I have a sizable investment. BKSY is also one I like a lot. Very cheap. Earth observation in the right segment of earth observation which is military use. The overall space sector has been leaning hard military the past year cause it looks like that’s where the moneys going. They’re also an ai play, they have a sorta inference as a service model that is early stage but can detect certain things. Long term (imo) ai and sattelite surveillance will be a massively valuable technology, they’re at the front of it and you’re getting it at a few hundred million market cap. LUNR is my last space investment. They’re focused on moon landings and moon infrastructure. I’m a big believer in the moon as the place to be (even if this administration is thinking more about Mars. But they also haven’t performed to standard with their first two landers both tipping over so caution on this one. Still they have lots of big government contracts and if they do pull out the lunar rover contract that would be massive. I agree robotics are going to be massive, Tesla and Hyundai would be my two picks there. Bio tech is also kind of a historically horrible place to invest but I think we’re on the edge of some pretty massive breakthroughs there so I have a small percentage in that. Small investment in ACHR. (Or JOBY.) Then I have a quite moderate investment in a penny stock called ABAT. They do domestic lithium mining and recycling. They have a lot of government grant money and several projects making progress. Also just part of a broader thesis that we’re going to need to detach from Chinese critical mineral supply chain. Worth checking out though they have very little coverage and it can be tough. I think that pretty much sums it. I can go deeper on any of these if you need. Obviously very headline explanations.

cultoftheclave

in that case, let me present: BKSY OPEN LMND

Vivid_Giraffe_208

BKSY

iamhannimal

PLTR is the nervous system. BKSY are the eyes. Anduril are the arms and legs. LMT is… a bit of everything.

HND171

BKSY

HND171

BKSY

HND171

Wonder if BKSY is involved…

sorta_oaky_aftabirth

$BKSY gen-3 is the real deal, damn. NIIR-6 on a small craft. Contracts with India. Backed by PLTR. I'm excited boys

Expensive_Square4812

$BKSY

cultoftheclave

while you're at it throw in the other two not-musk space tickers hitched to RKLB's fortunes, BKSY and RDW

Evening_Flamingo_245

$10 LEAP BKSY call. Trust.

Evening_Flamingo_245

I made $60 bucks on my SOFI iron condors. Still losing on my SPY bear spread, though. I really gotta close that out. I hope to make big on a BKSY play soon, though.

Gloomy_MTTime420

I support this message! ;) If you need anymore proof of what’s to come, just check out $GRRR and $BKSY. Go $SPCB (bought more yesterday AH during the big drop)!

Evening_Flamingo_245

Buy as many 11/21/25 $12.50 calls as you can for BKSY. Trust. (do it after earnings for cheaper contracts/ IV crush).

Lost_Confidence8044

anyone buying BKSY for earnings?

Evening_Flamingo_245

Realized some losses on a RKLB call. Opened a new LEAP call on BKSY which did well thanks to the surge. My sofi credit spreads went up too, but my SPY put debit spread keeps getting fucked.

HND171

Bet BKSY is apart of it too

Sakrie

Still BKSY. Those satellites are awesome and powerful and image data is the future.

HND171

ASTS gonna jump a little BKSY might too

Ok-Recommendation925

Not sure why I can't share screenshots here. But this is my portfolio now: × 500 shares of BKSY × 200 units of PHYS × 100 units of CEF × 5 VIX $23 Calls with exp 9th Apr 2025 (I bought these today while most were celebrating and thinking of steak) -CHF 20,000 Cash -USD 34,500 Cash

Ok-Recommendation925

I bought a lil bit of PHYS and BKSY, that's about it.

MigratingSwallow

!banbet $BKSY $10 in 30 days

HND171

BKSY 🍀

Loud-Ad9148

BKSY

MigratingSwallow

It was, and is , $BKSY. And still getting my ass served to me. Part of me is over it, but knows the second I sell it'll go up a few dollars to laugh in my face.

MigratingSwallow

$BKSY

MigratingSwallow

Lol, no, $BKSY

MigratingSwallow

Welp. I bought 7000 shares of $BKSY at $21…and now it’s $10.   Now I’m fighting on holding this shithole to nonexistence or cutting my massive losses and just going back to cash mode for the next 6 months…

bishke1

Thoughts on BKSY?

LabyrinthLayers

Nope it’s gonna be $BKSY cuz Vance has ties with them.

myrd13

This is temporary, if BKSY earnings are iffy on Wednesday and RKLB is in the high teens low twenties. I'm dumping everything into it. I bet we see $35 this month unless... whats that banned new word again... umm pholyt... something like that

bishke1

I would bet for BKSY, but also own RDW.

Turbo-Hugo

Go check what happened during BKSY launch not that long ago.

Turbo-Hugo

Just regular Friday fear? It's not the first bloody friday since Trump's election. And we've seen spectacular gains in space stocks despite the madness going on: check end of February ASTS stock, and BKSY launch from 23 January.

mrpotatonutz

Bought BKSY because it looks like BANKSY

PotentialReason3301

There's a lot of salty traders out there that got burned by BKSY early who are still bitter and refuse to consider that things have changed since the reverse split. But the truth is that it has changed. Space defense is surging. The current admin is all about it and has deep connections throughout the cabinet. It's not on the chopping block with the doge cuts. Estimated $1.8T growth opportunity in space. Maxar is the only other company that beats BlackSky on image resolution (barely), but BlackSky beats them on revisit times and AI/software. BlackSky has the Osprey program that was a joint investment with Palantir back in 2021. Haven't heard much on it since. I just think that the people poo-pooing this stock can't get past their emotions from getting burned earlier. They have signed a slew of contracts, have clear connections in defense industry, have international contracts...what's not to love here exactly? Just a bunch of spurned lovers in here.

sorta_oaky_aftabirth

Wow a BKSY post here that wasn't muted or taken down.

MaybeICanOneDay

I've been in this ticker since December and I promise 99% of you are worse investors than me. I'm still holding. My thesis when I bought, without even reading OPs post was that AI is going to be heavily favored on companies who *already have massive stores of data with the ability to gather more.* Companies with large amounts of data that is easily trainable on AI are going to be the new frontier for growth. I also bought $PL for the same reason. Both of these companies have since either won or been approved as a major vendor for government global imaging projects. I heard of them while chatting with chatgpt about companies in the space sector that are hoarding data. These two companies seemed like major players in this game. $PL I'm actually shocked hasn't gone up as much given they have imaged the entire early every day for over a decade. The amount of data is wild. Though only recently do they seem to be utilizing this for military applications when previously it was mostly aimed at climate change. Keep in mind, I also bought TEM based on this. A lot of my insanely profitable plays over the last couple months have been trying to identify which companies can utilize the next stage for AI, which is piles of data, and which companies are already set in their field to continue to do so. Once I heard BKSY was going up with RKLB, I bought more and have continued to do so. If I'm being honest, I don't like seeing this on this sub lol. It'll turn into a pump and dump but I legitimately like the company. I'd prefer if people piled in, you all paced yourselves so I could save myself the emotional turmoil I'm currently in with TEM lol.

ai-moderator

# **TLDR** --- **Ticker:** BKSY **Direction:** Up **Prognosis:** Buy Calls (author bought commons and calls) **Reasoning:** BlackSky (BKSY) launched its impressive Gen-3 satellite, boasts a rapid contract-signing pace, shows positive EBITDA, and has favorable valuation metrics compared to peers like Planet Labs (PL). The author is bullish due to the company's niche in high-resolution, low-latency imagery. **Additional Note:** Past partnership with Palantir (PLTR) mentioned, but current status unclear. **Author's Position:** Long commons and calls. **Image Summary:** Images provided show Gen-3 satellite specs, a table of recent contracts, revenue & EBITDA growth, valuation comparison chart, and the author's call options purchases.

RickySitts

BKSY may be in bad shape but I didn’t hear no dam bell 🛎️

Impossible_Mouse_491

any thoughts on AISP & BKSY?

conradical30

lol everything I’m invested has a negative pe ratio. RKLB, ASTS, OKLO, RDDT, LUNR, MVST, BKSY. not a single one in the positives