May. 11 at 4:01 PM
SpaceX potentially hitting a
$1.75T valuation has changed the game. Space is no longer a niche trade; it’s a legitimate asset class. Wall Street is rerating the whole sector, but the "buy anything" phase is over. We’re finally seeing the market separate quality from hype.
$RKLB is acting like a real space prime now with that massive backlog and defense exposure—Neutron is the big catalyst.
$PL is quietly one of the strongest fundamental stories with FCF and AI tailwinds.
$ASTS still has huge upside, but it’s all about execution now. I’m leaning into
$SPIR after the RF pivot, and
$SATL looks like a majorly underrated setup. On the flip side, SIDU and MNTS still feel like liquidity plays. The flight to quality is a long-term bullish signal.
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