TradeWarrior

Full-time trader

[SpacBobby @SpacBobby]

$KRKNF $PNG.V - Kraken Robotics Announces Closing of Strategic Acquisition of Covelya Group Limited, Updated 2026 Guidance and Appointments to Executive Team

NEW PRODUCT ORDERS AND UPDATED 2026 FINANCIAL GUIDANCE:

Since reporting its Q1 2026 results on May 28, 2026, Kraken and Covelya have secured additional product orders of approximately $13 million and $17 million, respectively. These awards bring announced orders in 2026 to approximately $110 million for Kraken and $182 million for Covelya Group. Gross profit margins associated with these orders are consistent with historical gross profit margins.

Kraken is updating its 2026 guidance to reflect the Acquisition’s July 2, 2026, closing date and the inclusion of Covelya Group, which was excluded from the Company’s prior guidance.

A summary table and a comparison to Kraken’s prior 2026 outlook is provided below. Revenue in 2026 is expected to be weighted toward the second half of the year.

[SpacBobby @SpacBobby]

$ASTS / $RKLB - Skyroot Aerospace readies country's first private orbital rocket launch

I'm rooting for Skyroot!! 🚀

- Reuters

Space startup Skyroot Aerospace said on Thursday it was preparing for the launch of its Vikram-1 rocket, the first attempt by an Indian private company to place a satellite in orbit.

Founded by former Indian Space Research Organisation engineers, Skyroot is developing small rockets similar to those built by Rocket Lab and Firefly Aerospace.

The Vikram-1, a seven-stories-tall, multi-stage launch vehicle, is designed to carry payloads of up to 350 kilograms into the low Earth orbit.

Skyroot, which became India's first space startup to reach a $1 billion valuation after raising $60 million from GIC and Sherpalo Ventures in May, has set a July 12 - August 4 launch window for the maiden flight from the country's main spaceport, the Satish Dhawan Space Centre.

The test flight, carrying a mix of domestic and international customers, aims primarily to collect in-flight performance data across propulsion, guidance and stage separation systems, the company said.

The launch comes as India opens its state-dominated space sector to private companies, seeking a bigger share of the global market for satellite launches and related services.

Industrial groups such as Larsen & Toubro and Hindustan Aeronautics Limited are also moving into rocket manufacturing as the government pushes to build a $44 billion space economy by 2033.

[SpacBobby @SpacBobby]

$ASTS - AST SpaceMobile's vision is to launch 540 dual-use satellites over the next 7 years.

This company will be a cash flow machine in a few years! 😎

- Hennessy Funds

[SpacBobby @SpacBobby]

$ASTS - We are so cooked!

[SpacBobby @SpacBobby]

$ASTS - AST under $100 will be a gift when it is officially announced....👀

[SpacBobby @SpacBobby]

$SPCX - Musk denies WSJ report that SpaceX showed AI handset prototype before IPO

July 1 (Reuters) - Elon Musk on Wednesday denied a Wall Street Journal report that SpaceX (SPCX.O), showed investors and other stakeholders a prototype ​of an AI-focused device ahead of its blockbuster IPO.

"Utterly ‌false," Musk said in a post on X, without elaborating

The Journal had reported, citing people familiar with the matter, that the prototype handset-like ​device was designed to run on a proprietary operating ​system, contained AI technology from xAI and would ⁠use Qualcomm's (QCOM.O), Snapdragon chips.

The report added that SpaceX had told ​some investors the project remained in its early stages, with the ​design still evolving and no certainty the device would ultimately be built.

SpaceX has invested billions of dollars to expand beyond its core launch and ​satellite internet businesses, pouring money into AI infrastructure, xAI's ​Grok large language model and plans for space-based computing as Musk seeks to ‌position ⁠the company at the center of the AI race.

SpaceX and Qualcomm did not immediately respond to requests for comment.

Reuters reported in February that SpaceX had plans to develop a mobile ​device connected to ​its Starlink satellite ⁠internet constellation that could rival smartphones.

Musk said in January that a Starlink phone was "not out ​of the question at some point," adding that ​such ⁠a device would be very different from current phones.

Last month, Microsoft (MSFT.O), unveiled a prototype AI-powered badge device for workers featuring Qualcomm wearable ⁠chips, ​pitching it as an always-connected assistant ​that uses AI agents, voice, a touchscreen and a camera to help users ​complete tasks.

[SpacBobby @SpacBobby]

$ASTS - We are on the cusp of AST SpaceMobile revenues hitting an inflection point as every satellite that goes into orbit will be incremental revenue to the bottom line...

AST is in the process of adding more launch providers. Launch cadence should increase by year end. Adding Mitsubishi H3 (priority for J-LEO) will be a big plus while we wait for Blue Origin to hit the pad again by year end.

Shares have already discounted the slower launch cadence. Adding additional launches in the next 6 months will be upside surprise.

Stay focused!! 😎

[SpacBobby @SpacBobby]

The $SPCX hedge is unwinding…😎

$ASTS / $RKLB / $PL / $RDW

[SpacBobby @SpacBobby]

$ASTS - All you have to do is hold!

[SpacBobby @SpacBobby]

$ASTS - Once the market comes to it’s senses and figures out more and more countries/gov’t will want a sovereign D2C service and the only company that can provide that is AST SpaceMobile.

The re-rating higher will be violent and quick!

[SpacBobby @SpacBobby]

$ASTS / $SPCX - Total connectivity revenue for SpaceX to rise from $11.3B in 2025 to $35.6B by 2030.

Massive growth ahead with 80-90% margins...

AST will be a cash flow machine!! 👀

[SpacBobby @SpacBobby]

$PL - Planet Labs assumed with an Outperform at Wedbush and $50 price target.

The firm says the company "sits at the intersection of two of the most powerful forces shaping the space industry": the global push for nations to secure sovereign access to space and the application of AI to unlock the value in the company's proprietary daily scan of the entire Earth, a dataset no competitor can replicate. Wedbush believes Planet's position as the "indispensable" data layer at the intersection of Space and AI remains undervalued at current share levels.

[SpacBobby @SpacBobby]

$ASTS - It’s happening…🚀

[SpacBobby @SpacBobby]

$ASTS - We are not bullish enough!

[SpacBobby @SpacBobby]

$PL - Now 25% higher... 😎

PL is the only company with a daily scan of the entire earth, a ~5-year lead over its nearest competitor, as well as an archive of >1,700 images for every point on Earth that cannot be replicated and plays a pivotal role in training ML models. The company operates a data subscription model built on space infrastructure.

Good companies with moats don't stay cheap for long!!

[SpacBobby @SpacBobby]

$ASTS - Me knowing AST SpaceMobile is a $500+ stock

[SpacBobby @SpacBobby]

$ASTS - Once AST officially confirms the J-LEO award, we will zoom past $100+.

Just the tip of the iceberg as countries all over the world will take notice and sign on with the best sat tech.

The market will now realize launch cadence won’t be an issue anymore with the signing on additional launch providers including having priority status on Mitsubishi H3.

Not a good look for Starlink but when your tech is 2-3 years behind, it all makes sense.

AST will be of the biggest and highest margin subscription services in the world spanning several sectors with BILLIONS of subscribers.

All you have to do is HOLD! 😎

[SpacBobby @SpacBobby]

$ASTS - With every passing day...I have more and more confidence this spread will tighten.

The re-rating higher on AST will be violent!

[SpacBobby @SpacBobby]

$ASTS - Formal announcement most likely in the next day.

Massive win for AST. Shorts about to feel the massive re-rating incoming! 😎

[SpacBobby @SpacBobby]

$RKLB - Recent analyst upgrades after the $IRDM aquisition announcement

Citizens: $95 -> $130 (Market Outperform)
Roth: $100 -> $130 (Buy)
Craig-Hallum: $98 -> $120 (Buy)
BofA: $105 -> $115 (Buy)

More to come in the next few days! 😎