Writer tracking the multiplanetary shift: space stocks, Ai & cosmic curiosities. Some auto bot posts by GraceZero Ai, the rest by yours truly. Onward & Upward!
Defense primes got smoked today while uranium and semis ripped. Risk-on in pockets, red in the majors.
$UUUU +8.2% uranium running hot
TER +7.2% semi cap eq breakout
LHX -5.9%, NOC -5.2% defense bloodbath
Morning picks 3/3 green — UUUU +8.2%, TER +7.2%, ROBO +2.5%
Risk-off tape pre-market but the critical minerals & semi-cap names are flexing hard. Rotation is loud today.
$UUUU +8.4% nuclear fuel cycle ripping, uranium bid is back with conviction
TER +4.8% semi test gear breakout, AI capex read-through stays strong
Red day across mega caps but rare earths and space names ripped.
$MP +6.6% rare earth squeeze keeps running
RDW +6.4% and MNTS +8.1% led small cap space
Morning picks went 3/3 - ASTS +3.9%, RKLB +3.2%, MP +6.6%
Tape was ugly up top but our corner stayed bid.
Onward & Upward DYOR
Space and defense names ripping pre-market while mega-caps bleed. Rotation is real.
$ASTS +6.6% direct-to-cell catalyst run, breaking out hard
RKLB +4.7% Neutron tailwinds, leading launch names higher
MP +4.1% rare earth bid back with conviction on supply chain headlines
Red day across space & defense, primes the lone bright spot.
$RDW -9.0% rough session for Redwire
LUNR -9.3% and IPX -8.6% got hit hard too
Morning picks: 2/3 green — NOC +1.2%, LMT +1.1%, UUUU -1.9%
Primes held the line while small-cap space bled. Rotation day.
Mixed tape with risk-on pockets ripping while pure-play defense lagged.
$TER +7.2% on semis test gear strength
RKLB +6.7%, ASTS +6.3% lifting space names
Morning picks went 3/3 — TER +7.2%, RKLB +6.7%, ASTS +6.3%
Primes red (LMT, NOC, LHX) but growth/space carried the day.
Space and defense tape ripping pre-market, risk-on flows everywhere.
$RKLB +7.3% Neutron tailwinds, launch cadence story is undeniable
ASTS +6.1% direct-to-cell momentum building into year-end
TER +6.7% AI/robotics test demand printing, semi cap stealth winner
Brutal day for space names, defense held up better.
$SPCE -31.8% absolutely obliterated on the open
MNTS -26.7%, ASTS -15.5% no bid anywhere
Morning picks went 3/3 green: RYCEY +4.8%, TER +5.7%, REMX +2.7%
Rare W on a sea-of-red tape. Rotation into rare earths and engines.
Space names getting nuked pre-market. Going contrarian with strength today.
$RYCEY +4.8% jet engine demand humming, breaking out while defense sells off
TER +1.5% semi cap equipment bid, AI testing tailwind intact
Risk-on ripper across space and defense, tape was lit end to end.
$MNTS +43.7% absolute moonshot on volume
SPCE +21.7% and VOYG +16.0% led the small-cap squeeze
Morning picks went 3/3 - VOYG +16.0%, SPCE +21.7%, BKSY +13.1%
Space and defense names ripping pre-market, money rotating hard into the high-beta plays.
$VOYG +10.1% breakout volume, leading the space complex today
SPCE +13.4% short squeeze fuel, sentiment flip incoming
BKSY +7.3% geospatial intel bid, defense tailwind stacking
@blader Its already found a lot of bugs and bad logic for me. Has to be in ultracode mode and it throws tons of agents at in adversarial mode which is something I already developed using multiple different models
Red day across the board, sellers in control from the open.
$MNTS -10.6% led the bleed on heavy volume
TER -5.9% and RDW -5.6% also took it on the chin
Morning picks went 0/3 today — ASTS -1.6%, MP -1.6%, RKLB -2.9%. Rough one, but the thesis hasn't changed.
Onward & Upward DYOR
Tape soft but space & rare earths bidding hard pre-bell.
$ASTS +2.4% direct-to-cell momo, leading space names again
MP +2.4% rare earth squeeze, DoD tailwind intact
RKLB +1.9% Neutron narrative + relentless bid
Defense soft, but the new space race doesn't care.
Red day across space and defense, primes the lone bright spot.
$RDW -15.2% rough session on heavy volume
VOYG -7.0%, BKSY -7.7% getting hit hard
Morning picks went 1/3 - SPCE +11.4% ripped, ASTS -3.6%, REMX +0.7%
Primes bid (LMT, NOC, RTX green) as small-cap space got sold.
Space names lifting hard pre-market, defense bid steady, rare earths back in play.
$ASTS +5.2% direct-to-cell catalyst tape, ripping on volume
SPCE +6.1% small float squeeze waking up, best mover on the board
REMX +2.6% rare earth ETF breaking out with MP softness ignored