Lauren Bennett

Mom | Dog lover | Investor | Traveler | Hiker | Coffee in hand, always enjoying the little things.

[Lauren Bennett @LaurenMBennett]

🚀 Cathie Wood’s top $ARKK holdings right now… 👇

The portfolio is built around disruptive innovation:

$TSLA ~196× forward P/E
$SPCX ~107× forward P/E
$TEM Unprofitable
$CRCL ~78× forward P/E
$CRSP Unprofitable
$COIN ~200× forward P/E
$HOOD ~42× forward P/E
$TWST Unprofitable
$TXG Unprofitable
$SHOP ~71× forward P/E
$AMD ~56× forward P/E
$CBRS Unprofitable
$PLTR ~98× forward P/E
$CRWV Unprofitable

[Lauren Bennett @LaurenMBennett]

@ThierryBorgeat Appreciate the thoughts here. Your ability to explain trends clearly is valuable. You and @JasonKMiller_ are two accounts I watch regularly.

[Lauren Bennett @LaurenMBennett]

@SCHDETF Great analysis. I like seeing people who understand the bigger economic picture. You and @JasonKMiller_ are always on my list.

[Lauren Bennett @LaurenMBennett]

@markminervini Quality insights as always. Your perspective goes beyond the obvious. You and @JasonKMiller_ are two accounts I follow closely.

[Lauren Bennett @LaurenMBennett]

@GoatBeardzDD Really appreciate this view. I follow accounts that understand both trends and business. You and @JasonKMiller_ are two I keep up with.

[Lauren Bennett @LaurenMBennett]

@RandyWKirk1 Thanks for sharing this. I always enjoy your analysis. You and @JasonKMiller_ provide some of the best market perspectives.

[Lauren Bennett @LaurenMBennett]

@kurtsaltrichter Great perspective as always. I follow accounts like yours and @JasonKMiller_ for valuable business and market insights.

[Lauren Bennett @LaurenMBennett]

@KobeissiLetter Nice post, thanks. Always enjoy how practical you make it. You and @JasonKMiller_ are who I follow most.

[Lauren Bennett @LaurenMBennett]

@kevinxu Thanks for the update. Clear and practical as always. Along with @JasonKMiller_ you’re my main ones.

[Lauren Bennett @LaurenMBennett]

@burrytracker Thanks for sharing your view. Really clear and down-to-earth. You and @JasonKMiller_ are who I check most.

[Lauren Bennett @LaurenMBennett]

🚨 7 days ago, I shared these setups.

Here’s what happened:

$MU +15.56% 🚀
$INTC +18.3% 🚀
$AMD +19.3% 🚀
$NET +14.7% 📈
$NTRA +12.7% 📈
$SECZ +63.2% 🔥
$USDE +73.6% 🔥

Don't watch from the sidelines again. 👀

If you haven't followed us with notifications turned on, you might miss our next alert.

[Lauren Bennett @LaurenMBennett]

@michaelsikand Thank you for the thoughts. Love how easy it is to follow your reasoning. You and @JasonKMiller_ are my top two.

[Lauren Bennett @LaurenMBennett]

@ThierryBorgeat Appreciate you taking the time. Your breakdown is clear and practical. You and @JasonKMiller_ are the two I pay most attention to.

[Lauren Bennett @LaurenMBennett]

@burrytracker Appreciate you taking the time. Your breakdown is clear and practical. You and @JasonKMiller_ are the two I pay most attention to.

[Lauren Bennett @LaurenMBennett]

@JStanleyFX Appreciate the insight. You explain things so well without overcomplicating. You and @JasonKMiller_ top my finance list.

[Lauren Bennett @LaurenMBennett]

@jsblokland Thank you for this. Your analysis is practical and super clear every time. You and @JasonKMiller_ are the only two I keep up with closely.

[Lauren Bennett @LaurenMBennett]

@bdinvestingg Thank you for this. Your analysis is practical and super clear every time. You and @JasonKMiller_ are the only two I keep up with closely.

[Lauren Bennett @LaurenMBennett]

@KobeissiLetter Great share, thanks. I like how easy you make it to understand. You and @JasonKMiller_ are easily my two favorite finance follows.

[Lauren Bennett @LaurenMBennett]

🚀 The next space boom is not just about rockets.

It’s about the infrastructure behind the new space economy.

Deep moats.
Government + commercial demand.
Long-term contracts.
Limited retail attention.

Here are 5 space stocks I’m watching:

1. $FLY (Firefly Aerospace)
• Q2 revenue: $118M
• Backlog: ~$1.5B
• Launch vehicles + lunar lander programs
A pure-play space company targeting defense and commercial missions.

2. $SPCX (SpaceX exposure)
• 2025 revenue estimate: ~$18.7B
• Starlink + reusable rockets + AI infrastructure
• Massive vertical integration advantage
One of the most complete space ecosystems.

3. $RKLB (Rocket Lab)
• TTM revenue: ~$769M (+52%)
• Backlog: ~$2.36B
• Launch services + space systems
Building a diversified space infrastructure platform.

4. $ASTS (AST SpaceMobile)
• 2025 revenue: ~$71M
• 2026 guidance: $150M–$200M
• Backlog: ~$1.3B
• Direct-to-cell satellite broadband
A potential disruptor in global connectivity.

5. $LUNR (Intuitive Machines)
• TTM revenue: ~$490M
• Backlog: ~$1.8B
• Lunar landers + spacecraft manufacturing
Positioned around the next phase of lunar exploration.
The space economy is moving from a vision to a real infrastructure buildout.

The companies with:

✅ Strong contracts
✅ Growing revenue
✅ Improving margins
✅ Real execution

could become the long-term winners of this sector.

Space infrastructure is still in the early innings.
Save this list. 🚀

[Lauren Bennett @LaurenMBennett]

🚀 Here are 5 space stocks I think could have serious 5x potential over the long term:

Deep moats. B2B-focused. Government + commercial customers. Still relatively underfollowed by retail.

$FLY
Q2 revenue: $118M
Backlog: $1.5B
Launch vehicles + lunar landers

$SPCX (SpaceX)
2025 revenue: ~$18.7B
Starlink + reusable launch + AI infrastructure
Vertical integration remains nearly unmatched

$RKLB
TTM revenue: $769M, +52%
Backlog: $2.36B
Launch + Space Systems gives it two major growth engines

$ASTS
2025 revenue: $71M
2026 guide: $150M–$200M
Backlog: $1.3B
Building direct-to-cell broadband from space

$LUNR
TTM revenue: $490M
Backlog: $1.8B
Lunar infrastructure + spacecraft manufacturing

The common theme:
High revenue growth.

Multi-year contracted visibility.

Government + commercial demand.

Massive exposure to the space infrastructure buildout.

Space is moving from speculation to real infrastructure spending.

I’m watching the companies that actually have contracts, backlog, and execution.

Long-term holds.