Space Finance.AI

💡 Verified intelligence for financial markets.
Where decisions start from data — because intuition is not a strategy. 📈

[Space Finance.AI @SpaceFinance_AI]

Investors don’t need more noise — they need verified, reliable market intelligence in one place.

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[Space Finance.AI @SpaceFinance_AI]

Uranium & nuclear names you should have on your radar ⚛️👀
• $UEC – Uranium production
• $CCJ – Western uranium supplier
• $LEU – HALEU enrichment
• $SMR – Small modular reactors
• $OKLO – Microreactors (defense focus)
• $BWXT – Naval nuclear reactors
• $FLR – Nuclear infrastructure
• $CW – Reactor control systems
• $GEV – Grid & nuclear services

[Space Finance.AI @SpaceFinance_AI]

$BRK.A / $BRK.B fell ~4.5% today amid a broader geopolitical-driven selloff. Why?
• Q4 2025 operating profit -30% to $10.2B
• Insurance income -38%
• Occidental Petroleum writedown
• Catastrophe lossesFinal Q4 under Buffett as CEO.
Net stock sales (incl. Apple).
Record $373B cash. No buybacks.Even defensive giants feel macro pressure

[Space Finance.AI @SpaceFinance_AI]

The Iran conflict is escalating, and Donald Trump just said: “We will certainly win.”
🪖 Major defense stocks are moving higher:
$RTX +4.02%
$HON +1.49%
$LMT +1.57%
$NOC +3.57%
Geopolitics driving capital flows into defense. Markets are watching closely

[Space Finance.AI @SpaceFinance_AI]

$MDB is down 21.74% YTD (as of 2026-02-25), but the last three earnings reactions were +12.84%, +37.96%, and +22.23%.
On 2026-02-25, DA Davidson lowered its PT to $385, citing group multiple compression
What do you think happens today?

[Space Finance.AI @SpaceFinance_AI]

Between 2000 and 2024, the $SPY has shown a more positive short-term reaction (30 days) following Republican victories. However, over the long term (12 months), the average return has been significantly higher under Democratic administrations

[Space Finance.AI @SpaceFinance_AI]

With growth stocks, the real question isn’t:
“Was it good?”
It’s:
“Was it better than what was already priced in?”
That’s the difference

[Space Finance.AI @SpaceFinance_AI]

$PANW reports a “landmark quarter”… and the stock drops -6%.
Contradiction? Not really. Here’s why 👇

[Space Finance.AI @SpaceFinance_AI]

The stock didn’t fall because the quarter was weak.
It fell because expectations were extremely high + new strategic risk + questions about durability

[Space Finance.AI @SpaceFinance_AI]

SAAS Companies Gross Profit

[Space Finance.AI @SpaceFinance_AI]

Sector composition of $SPY

[Space Finance.AI @SpaceFinance_AI]

$AMZN Valuation Snapshot 📊
TTM P/E: 27.41x
Industry (Specialty Retail): 33.56x
Sector (Consumer Cyclical): 91.06x
Amazon is trading below its industry multiple and at a massive discount to the broader sector.
Forward P/E: 18.76x–24.66x (avg ~21x) → suggests multiple compression as earnings improve.
Dividend yield: 0%
Market narrative says “expensive mega-cap.”
The multiples suggest something more conservative

[Space Finance.AI @SpaceFinance_AI]

$MSFT Drawdown

[Space Finance.AI @SpaceFinance_AI]

$PANW —Quarterly Performance Update: Revenue, Gross Profit & Operating Income

[Space Finance.AI @SpaceFinance_AI]

$PANW accelerating its AI security strategy 🚀

• Closed $25B CyberArk acquisition (Feb 11) → identity security for humans, machines & AI agents
• Acquired Chronosphere → unified observability + real-time security
• Launched NextWave 2.0 (AI-focused partner profitability)
• Expanded Google Cloud & IBM alliances (quantum-ready security)
• Q2 FY26 results Feb 17 — prior: +16% revenue, ARR $5.9B (+29%)