What are you taking
SpaceX buys out $ASTS for $200B at $500 per share
Or
Wait 5-10 years and $ASTS becomes a $1T company trading at $2,485 per share pre split and no expected dilution
The rotation mechanics across the space sector are playing out exactly as the smart money expected. Funds aggressively bled high-conviction names like $ASTS, $RKLB, $FLY, $RDW, and $LUNR to manufacture instant liquidity to chase the $SPCX IPO debut.
Historically, these massive, hyped mega-cap IPOs drop up to 60% before finding a structural base.
The real move happens after the IPO settles. As hot speculative money gets trapped at the top and institutional funds cycle back out of SpaceX, we are going to see an aggressive macro re-rating across quality space names. Algos are dragging the whole basket down right now—don't let a temporary index correlation shake you out.
To the SpaceMob: Beside $ASTS, what core space infrastructure names are you holding in your portfolio right now? 👇
$RDW
ESA to boost European leadership in in-space operations and services.
One of the pillars of the strategy is in-space manufacturing.
An industry segment where Redwire holds a monopolistic 65% of the market share.
RDW is already a prime contractor of ESA
@growthrapidly I keep ASTS/RDW/RKLB.. my favourite is RDW.. b coz it is like HIMS .. not overvalued (low PS).. useful in both space as well as defence and if PIL-BOX (Pharma in space lab) succeed , it will be re rating .. I don't trust greenhouse in space much ..
@growthrapidly I remember NBIS reached to $ 90 from $55 within 2 hours when company announce contract with Microsoft .. so I keep myself never IREN less 😂… as I enjoyed that 2 hour NBIS ride .. 😂
@growthrapidly Right ! And also market has already priced of memory stocks but still market is pricing data center as miner only .. so if IREN , CIFR etc make contract than market will re rating of those .. I am pretty sure that market will look at IREN as AI infrastructure just like NBIS..
$RDW
RDW PIL‑BOX enable researchers to grow higher‑quality protein crystals and study diseases we all know too well—cancer, insulin‑related conditions, osteoporosis, and more.
Leading pharmaceutical companies use PIL-BOX for drug development
RDW holds 65% of the market share
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