Always happy to see the entire Space sector green, much needed after a rough few days! Quick highlights:
$AMPG - still an undervalued, multi-thesis play.
$ASTI - has more room to run than others IMO. Curious if it can pull an $MNTS and go from ~$8 to ~$22+ in 2 days.
$ASTS - solid long-term play, seems like its taking a bit longer to recover from Blue Origin, makes sense as it was directly impacted.
$CPSH - still a phenomenal bottleneck play, 2027/2028 will be huge.
$FLY - great long-term play, still up massively from our initial call at ~$20.
$MNTS - casually mentioned it as a high volatility, high return play a while back around ~$6. Up massively since then.
$RDW - great long-term play for multi-sector exposure, initial entry was around $7. Up massively since then.
$RKLB - one of my favorite long-term names. Been charting $ASTS and Rocket Lab since ~$35.
$SATL, $SIDU, and $SPIR are all up massively from our initial calls as well.
Disclosure: I have positions in some of these. Whether it's today, tomorrow, or early next week, I will sell as I see fit.
Full transparency, not planning to hold through $SPCX IPO (opinion may change). And will certainly look to re-enter afterwards.
Just because $SNDK is the top performer in the S&P 500, doesn't mean it can't continue performing...
A lot of people sell their winners to buy losers and I think it's a big mistake.