Launch Window

The space economy isn't coming. It's here and it's being funded by defense budgets, carrier contracts, and venture dollars simultaneously.
Not financial advice

[Launch Window @LaunchWindow_]

Do space stocks run BEFORE the SpaceX IPO?

Trying to front-run the obvious here.

If SpaceX IPOs at ~$2T, does everything adjacent run first?

Thinking:

$ASTS
$RKLB
$PL

We’ve already seen some momentum, and NASA budgets are at record highs (~$27B). Feels like the whole sector is getting re-rated.

But… none of these are really profitable yet.

So question:
Is this a legit “rising tide lifts all boats” moment, or just hype that fades post-IPO?

[Launch Window @LaunchWindow_]

$RKLB is starting to look like the “real” public SpaceX proxy

Rocket Lab just posted a huge quarter:

Revenue up 63% YoY
$2.2B backlog
Largest launch contract in company history
Defense business accelerating
Neutron still on track for late 2026

Stock ripped more than 30% after earnings and keeps making new highs. Meanwhile a lot of speculative space names are struggling to execute.

Feels like institutions are finally treating RKLB less like a meme and more like a legit aerospace prime.

Question is:
Does $RKLB eventually become a trillion-dollar “space infrastructure” company or is this another hype cycle?

[Launch Window @LaunchWindow_]

@JonErlichman I am starting to think diversification is risker than concentrated risk...

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@BullTradeFinder There is always opportunity in the market especially in a downturn...

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@Mr_Derivatives This clearly shows where value is!!!

[Launch Window @LaunchWindow_]

@spacepat_o @NASASpaceflight Love updates that have anything to do with $RKLB

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@CKCapitalxx Crazy how many stocks double in a year...

[Launch Window @LaunchWindow_]

The market keeps hitting all-time highs!!!🚀🚀🚀 $SPY

[Launch Window @LaunchWindow_]

@RKLBMan $RKLB might be the first space economy stock (currently tradable) to hit 1 trillion in market cap.

[Launch Window @LaunchWindow_]

@WatcherGuru @BTCPrice I thought the crypto bear market would last a little longer... It is looking like it might be over soon.

[Launch Window @LaunchWindow_]

@StockMKTNewz @Bitget_TradFi This will likely determine the direction of the market...

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@WatcherGuru The market won't like it if oil stays thig high for much longer...

[Launch Window @LaunchWindow_]

@StockSavvyShay looks like people were buying the hype and selling the news...

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@Mr_Derivatives I'm already done trading for the day...

[Launch Window @LaunchWindow_]

@elonmusk The amount of control it takes to land these is insane...

[Launch Window @LaunchWindow_]

@NASAArtemis We went around the moon, yet our focus was still on earth... there is something beautiful in that.

[Launch Window @LaunchWindow_]

$RKLB to the moon 🌙

[Launch Window @LaunchWindow_]

@StockMKTNewz Nothing, yet the market will react like something changed...

[Launch Window @LaunchWindow_]

@shiri_shh I feel like this might lead to a melt up, followed by a correction.

[Launch Window @LaunchWindow_]

@amitisinvesting I don't get holding a lot of cash there are lots of opportunities in the market, the market itself might not be a buy, but there are often good stable stocks which are better than cash.

[Launch Window @LaunchWindow_]

@brewmarkets This is one of the first real red days we have had since the bottom from the war...