Mr. Breakout

Breakouts. My opinions are not recommendations to buy or sell. "Success consists of going from failure to failure without loss of enthusiasm" Winston Churchill

[Mr. Breakout @MisterBreakout]

The SpaceX IPO "Halo Effect":
Reports surfaced yesterday that SpaceX is preparing for a $75 billion IPO. As the most famous face in space, SpaceX's valuation "lifts all boats" in the sector.

[Mr. Breakout @MisterBreakout]

$LUNR

-Moon Deliveries: They design and operate autonomous lunar landers too carry scientific instruments and commercial cargo to the Moon's surface
-Lunar Data Network: They are building the "Lunar Internet." They recently won a massive $4.8 billion NASA contract

[Mr. Breakout @MisterBreakout]

On Tuesday, March 24, the stock actually crashed 12% because NASA announced a temporary "pause" on its Gateway initiative (the space station intended to orbit the Moon).
However, today's $180M win proved that NASA is still aggressively moving forward with surface missions,

[Mr. Breakout @MisterBreakout]

Strong Q4 Earnings (March 19): They recently reported full-year 2025 revenue of $17.7 million (up 38% year-over-year). While they are still losing money, the loss was much smaller than analysts expected, and their "backlog" of future work has grown significantly.

[Mr. Breakout @MisterBreakout]

$SATL
-They provide sub-meter resolution images (up to 30cm in their newest models) of the Earth's surface.
-"Constellation-as-a-Service":
hey allow gov (like Albania and Portugal) to essentially "rent" or buy their own dedicated satellites to monitor their borders or enviroment

[Mr. Breakout @MisterBreakout]

High-Level Advisor Hire (March 25): Today, the stock got an extra boost after appointing Vice Admiral Frank D. Whitworth III, the former Director of the National Geospatial-Intelligence Agency (NGA), Former top-tier intelligence official is a massive win for gov. contracts

[Mr. Breakout @MisterBreakout]

$PL
News:
-Accelerates European Expansion with Key Job Openings for New Berlin Manufacturing Facility
What does it do?:
Using AI, they can automatically track things like the number of ships in a port, the health of corn crops in Iowa, or military movements in conflict zones

[Mr. Breakout @MisterBreakout]

$INTC
-broad CPU price hikes averaging about 10%–15% amid supply constraints

[Mr. Breakout @MisterBreakout]

$SATS
-As of March 23, EchoStar was officially added to the S&P 500
-The SpaceX IPO Connection: is often used by investors as a "proxy" for SpaceX. 2025, EchoStar sold roughly $20 billion worth of wireless spectrum to SpaceX in exchange for roughly $11 billion in SpaceX stock.

[Mr. Breakout @MisterBreakout]

$BWXT BofA price target hike to $250
What does it do?
-manufacturer of nuclear reactors and fuel for the U.S. Navy’s submarines and aircraft carriers
-cleaning up nuclear waste
- manufacture massive components like steam generators and heat exchangers for nuclear power plants

[Goshawk Trades @GoshawkTrades]

https://t.co/X55hKugQan

[Mr. Breakout @MisterBreakout]

$ASTS holds 10dma very good

[Mr. Breakout @MisterBreakout]

$NAMM looks very good, can go higher.

[Mr. Breakout @MisterBreakout]

$CRCL does everything very good, waiting for a jackpot at 95$ next week.