• BarcodeBarcode
      ·08-25

      🚀🌌🔥 Rocket Lab: The Next Great Ascent in Space Logistics 🔥🌌🚀

      $Rocket Lab USA, Inc.(RKLB)$ $Tesla Motors(TSLA)$ $Lockheed Martin(LMT)$ I’m fully convinced that Rocket Lab ($RKLB) is setting up for its next transformational leg higher, and I believe we’re staring at the early stages of a multi-year narrative that redefines the economics of space access. 📊 Current Position and Conviction I’m long $RKLB with an average cost of $45.05 and the stock is trading at $45.20. While my unrealised gain is small at this stage, I’m unequivocally optimistic because the setup is larger than short-term moves. $RKLB has $754M in cash, is growing revenue 36% YoY, and insiders are buying aggressively. That trifecta: liquidity, growth, and convi
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      🚀🌌🔥 Rocket Lab: The Next Great Ascent in Space Logistics 🔥🌌🚀
    • Mickey082024Mickey082024
      ·08-26

      Rocket Lab’s Next Frontier: Can Electron’s Cadence and Neutron’s Promise Justify the Valuation?

      $Rocket Lab USA, Inc.(RKLB)$ On August 23, Rocket Lab achieved a milestone that sent ripples across the aerospace industry: the successful completion of its 70th Electron rocket launch. This achievement elevated the Electron to the title of the world’s most frequently launched small orbital rocket, marking a critical validation of Rocket Lab’s technology, execution, and strategic focus. The news triggered a surge in U.S. space-related stocks, with Rocket Lab (NASDAQ: RKLB) jumping 11% intraday as investors cheered both the operational milestone and its broader implications for the company’s long-term positioning. For a firm often overshadowed by SpaceX and other aerospace giants, this event underscored Rocket Lab’s emerging role as a credible lead
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      Rocket Lab’s Next Frontier: Can Electron’s Cadence and Neutron’s Promise Justify the Valuation?
    • BullarooBullaroo
      ·08-07

      Firefly Aerospace: An End-to-End Space Enterprise at an Inflection Point

      Firefly Aerospace's $Firefly Aerospace Inc.(FLY)$ IPO is set to debut on Nasdaq on August 7, 2025, following a roadshow that began in late July. The company raised its pricing range earlier this week to $41–$43 per share (from an initial $35–$39), aiming to raise approximately $697 million at the high end, which would value the firm at over $6 billion. This adjustment reflects strong investor demand, with reports indicating the offering is double-digit oversubscribed and likely to price above the revised range. The user's details align closely with available data: Firefly reported a $1.1 billion order backlog as of Q1 2025 (nearly double the $560 million from a year prior), with the bulk tied to NASA and U.S. Department of Defence contracts, includ
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      Firefly Aerospace: An End-to-End Space Enterprise at an Inflection Point
    • SPACE ROCKETSPACE ROCKET
      ·08-17
      My pick would be RKLB. Rocket Lab (NASDAQ: RKLB) has emerged as a prominent and intriguing company in the rapidly evolving space industry. As the "other" private American rocket company that has successfully and consistently reached orbit, it often draws comparisons to the behemoth SpaceX. However, Rocket Lab is carving out its own distinct path, with a focus on the small and medium-lift launch market, as well as a growing "space systems" business that provides satellites and components. This analysis will delve into the key factors that investors should consider when evaluating Rocket Lab, including the bull and bear cases for the stock, a snapshot of its financial health, its competitive positioning, and its future growth prospects. THE BULL CASE, WHY RKLB COULD SOAR 🔥🚀Proven Technology
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    • Tiger_ContraTiger_Contra
      ·08-08

      💰 NEW ALPHA|Space stocks to watch: VSAT/GSAT/TSAT

      🧩 Tech giants bucked the trend and closed higher, with FLY soaring on its debut.complicating betting dynamics.🔍 $Viasat(VSAT)$/$Globalstar(GSAT)$/$TELESAT CORP(TSAT)$: Satellite communication technology offers a promising growth opportunity.🧘 Stay tuned, supercharge purchasing power through CashBoost!Space OdysseyOn Thursday, $Sunrun(RUN)$ surged 32.3%, as covered in the August 4 episode of NEW ALPHA.$AppLovin Corporation(APP)$ climbed nearly 12%, while $Astera Labs, Inc.(ALAB)$ soared 28.7% on Wednesday after reporting quarterly results
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      💰 NEW ALPHA|Space stocks to watch: VSAT/GSAT/TSAT
    • xc__xc__
      ·08-08

      Firefly’s IPO Rollercoaster: Cash Out Now or Ride to the Stars?

      $NASDAQ(.IXIC)$ Firefly Aerospace (NASDAQ:FFLY) ignited the market with a spectacular debut on July 31, 2025, soaring over 30% from its $33 IPO price to open at $70, peak at $112.77, and close at $60, valuing the company at $8.5 billion. But the post-IPO glow has dimmed, with shares now trading at ~$58, down 14% from the opening price. This volatility has investors questioning: is it time to take profits after the wild ride, or is Firefly a long-term hold poised to dominate the space economy? How does it stack up against rival Rocket Lab (RKLB)? With the S&P 500 at 6,297.36 and Nasdaq at 20,884.27, both at record highs, and risks like tariffs (30% on EU/Mexico, 35% on Canada) and geopolitical tensions (Israel-Iran conflict, oil at $75/barrel)
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      Firefly’s IPO Rollercoaster: Cash Out Now or Ride to the Stars?
    • BarcodeBarcode
      ·08-17
      $Rocket Lab USA, Inc.(RKLB)$ $Palantir Technologies Inc.(PLTR)$ $Firefly Aerospace Inc.(FLY)$ 🌌🚀📡🌌 Rocket Lab Ignition: The Pennant Before the Next Orbital Surge 🌌📡🚀 I’m absolutely picking $RKLB here! 📡 Satellites launched over the last decade: Why $RKLB is different Over the last 10 years, Rocket Lab has been instrumental in the steady rise of satellites launched into orbit. Once Neutron enters the game, the slope of that growth curve won’t just accelerate; it could turn exponential, especially if Rocket Lab advances with launching its own satellite constellation. Vertical integration would fundamentally reset their revenue model from launch services into lo
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    • LanceljxLanceljx
      ·08-08
      Firefly Aerospace (Ticker: FLY) Market Debut Highlights Firefly Aerospace (FLY) made an impressive Nasdaq debut, opening at $70 and closing at $60.35, reflecting a ~34% gain above its IPO price of $45. This lifted its valuation to approximately $8.5 billion. The IPO raised about $868 million in proceeds, to be used partly for debt repayment (~$151 million) and to support growth initiatives. Strategic Positioning Firefly stands out as the first commercial firm to successfully execute a soft lunar landing via its Blue Ghost lander, and it has secured a $176.7 million NASA contract for a South Pole lunar mission planned for 2029. It also boasts partnerships with defense contractors such as Northrop Grumman, Lockheed Martin, and L3Harris. Profitability Outlook Despite revenue momentum—Q1 2025
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    • jfsrevgjfsrevg
      ·08-24

      25 standout growth stock in last 3 months

      This week net positive institutional transaction in last 3 months are found in this 25 standout growth stock. I tightened the “volatility week” range from 4% to 5% to keep the screening list manageable at around 30 names. $Affirm Holdings, Inc.(AFRM)$ $First Majestic Silver(AG)$ $Astera Labs, Inc.(ALAB)$ $Alignment Healthcare, Inc.(ALHC)$ $AST SpaceMobile, Inc.(ASTS)$ $BitMine Immersion Technologies Inc.(BMNR)$ $Coeur Mining(CDE)$ $CleanSpark, Inc.(CLSK)$
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      25 standout growth stock in last 3 months
    • ShyonShyon
      ·08-08
      I find the news about Firefly's $Firefly Aerospace Inc.(FLY)$   IPO quite intriguing. The announcement of their debut on Nasdaq on August 7 is a bold move, and it seems they have built a solid foundation with over $1.1 billion in backlog orders by the end of Q1 2025. The majority of these orders coming from NASA and the U.S. military suggests a strong partnership with key players in the space industry. I am impressed by how Firefly has transitioned from a startup relying on one-off deals to a systematically integrated long-term supplier within the government contract ecosystem. This shift indicates a level of stability and reliability that is not always common in the early stages of a space company. It makes me consider the potential for
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    • 十月___十月___
      ·08-25
      3.71K3
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    • Gman1234567890Gman1234567890
      ·08-28
      ROCKETLAB is a New Zealand company. It was started by Peter Beck and still he is the chief. It launches satellites from the Mahia Peninsula. Rocket Lab is using some NZ companies repurchased from sailing yacht high tech product manufacturers to make rocket parts.
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    • ShyonShyon
      ·08-07
      I'm really excited to see how $WhiteFiber, Inc.(WYFI)$ performs on its debut. With the company being dubbed a “smaller-scale CoreWeave” and the AI infrastructure trend still going strong, I think there’s room for a strong upside move. Its focus on HPC data centers and GPU cloud services taps directly into the AI and machine learning boom — and that narrative has been very well received by the market recently. Given that WhiteFiber has already deployed thousands of NVIDIA GPUs and has more under contract, it's clear they’re not just a concept — they’re executing. I’m keeping ex
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    • YiSquaredYiSquared
      ·08-07
      $Firefly Aerospace Inc.(FLY)$ $Rocket Lab USA, Inc.(RKLB)$ Firefly Aerospace’s IPO under ticker FLY is gaining attention due to its unique position in the space launch market. With its Alpha rocket delivering 1,300 kg to LEO, Firefly targets a gap between smallsat rideshares and large-scale missions, especially for defense and rapid-response needs. Its standout moment came in 2023 with the Victus Nox mission, launching just 27 hours after orders - unmatched by competitors. Backed by contracts from the U.S. Space Force, NASA, and DARPA, Firefly has real government traction. While its cost per kg is higher than SpaceX Falcon 9 rideshare, its value lies in speed and flexibility, not bulk discounting. If
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    • Ting 12344Ting 12344
      ·08-25
      995Comment
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    • Q QQ Q
      ·08-25
      1.13KComment
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    • ZarknessZarkness
      ·08-07
      Replying to @koolgal:Sure shifu I joined 😘🌹//@koolgal: @icycrystal @Shyon @rL @Barcode @nomadic_m @Zarkness @1PC @KienBoon please join me in predicting the closing price of $WhiteFiber, Inc.(WYFI)$ t
      1.50KComment
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    • T HarryT Harry
      ·08-23
      906Comment
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