I did a deep-dive on $BSKY earlier this week and found it to already be fairly price. Huge tailwinds in the theme but still need to pick undervalued names in it. $BSKY might need time before it becomes attractive IMO
Thank you for telling us about these companies. We have invested in LUNR and RDW, but I was not aware of the other companies. I will look into them too.
Planet Labs is up +121.8% in five months in the portfolio. Space is not a theme anymore — it is critical infrastructure. Governments, defense agencies, and intelligence services are signing multi year contracts because daily satellite coverage processed through AI is becoming a strategic necessity. I wrote a full breakdown here: https://wsissener.substack.com/p/planet-labs-pl-first-recommendation
I did a deep-dive on $BSKY earlier this week and found it to already be fairly price. Huge tailwinds in the theme but still need to pick undervalued names in it. $BSKY might need time before it becomes attractive IMO
Space equities are behaving very differently right now.
While the Nasdaq showed signs of distribution in Q1, space equities continued to accumulate.
Rotation is happening — but it’s being camouflaged through selectivity.
Without Rare Earth minerals many of the rockets, soon won't be going anywhere...
What the US has left in their stockpiles, will be mostly used for military purposes.
Thank you for telling us about these companies. We have invested in LUNR and RDW, but I was not aware of the other companies. I will look into them too.
Planet Labs is up +121.8% in five months in the portfolio. Space is not a theme anymore — it is critical infrastructure. Governments, defense agencies, and intelligence services are signing multi year contracts because daily satellite coverage processed through AI is becoming a strategic necessity. I wrote a full breakdown here: https://wsissener.substack.com/p/planet-labs-pl-first-recommendation
You think that’s why the O of O is acquiring so much SIRI? They’re already up there.