Matej Pretković

Space Tech Research | Startups | Investors | Go-to-Market | Companies Scaling | No financial advice

[Matej Pretković @CyclopSpaceTech]

🚀 New posts every week.

Covering:
- Space tech research
- VC trends
- Big deals
- Investment insights

Follow for your weekly boost of deep space intelligence.
#SpaceTech #VC #Investing

[Matej Pretković @CyclopSpaceTech]

Interest rates: ↓ — Economic stimulus
Currencies (safe havens): ↑ — Capital flight

[Matej Pretković @CyclopSpaceTech]

Geopolitical Crisis → Market Effects
Stocks: ↓ — Uncertainty
Volatility: ↑ — Risk
Commodities (oil, gas, gold): ↑ — Supply disruption
Food: ↑ — Export disruption
Gold: ↑ — Safe-haven demand
Defense stocks: ↑ — Military spending
Inflation: ↑ — Commodity shock

[Matej Pretković @CyclopSpaceTech]

Iran tensions → market shifts.

Winners:
Defense (Lockheed Martin, Northrop Grumman, RTX Corporation, General Dynamics)
Missile defense (Elbit Systems, Rafael Advanced Defense Systems)
Space & satellites (Rocket Lab, Firefly Aerospace, SpaceX)

[Matej Pretković @CyclopSpaceTech]

Risk is the currency that buys you future opportunity.

[Matej Pretković @CyclopSpaceTech]

Read more: https://t.co/deGIIG0DWc

[Matej Pretković @CyclopSpaceTech]

#RocketLab Q4 2025: record revenue, delayed Neutron, $1.85B backlog

What happened with #Neutron?
Why did a test tank fail in January?
How is the backlog shaping 2026–2028 revenue?
What’s driving growth in Space Systems vs. #Electron launches?

Read more in article below

[Matej Pretković @CyclopSpaceTech]

JUST IN: A look at space debris industry from commercial perspective

https://t.co/3a0jIW81Dd

[Elon Musk @elonmusk]

Starship flies again next month

[Matej Pretković @CyclopSpaceTech]

Love how RKLB is seen by more and more people
Hope more companies will have effect like Rocket Lab

[The Analyst @MMatters22596]

4 great stocks with insane potential to hold for the long-term.

1. $RKLB
The stock probably hasn't bottomed yet, but once it does, this will be biggest opportunity in the entire market.
Long-term target: $193

2. $ZETA
One of the most undervalued stocks in the entire market.
SaaS crash hit this hard, despite low disruption risk.
A sub 25 P/E is extremely low for a fast growing, highly profitable AI company.
Long-term target: $66

3. $SOFI
The best fintech play in the entire market in my opinion.
Growth at insane pace + rising profit margins is a crazy combination.
Long-term target: $50

4. $OSCR
Has been consolidating for a while, but guidance for 2026 is absolutely crazy.
And the stock is already undervalued right now.
Long-term target: $45

[Matej Pretković @CyclopSpaceTech]

Where is #space investment heading in 2026?

That's the question I asked myself when I started this article.

1) #Infrastructure
2) #Security and #Resilience
3) #Data-Driven Platforms

https://t.co/luRpZZQrXa

[Space Investor @SpaceInvestor_D]

$ASTS

Current revenue guidance for the next few years.

That growth trajectory is insane.

[Matej Pretković @CyclopSpaceTech]

We recently wrote article on this topic and find data centers in space quite interesting, will it be possible? Find out more in article:
https://t.co/f0VkhhVRmC

[Matej Pretković @CyclopSpaceTech]

Right now, satellites send data back to Earth to be processed, which can slow things down. But companies are starting to build small #datacenters in space that can analyze data directly in #orbit. This means faster insights, lower energy use, and better security.

[Matej Pretković @CyclopSpaceTech]

While AST SpaceMobile is actively scaling its network, the technology remains capital-intensive and operationally complex, and large industry players are closely eyeing this space. More details in analysis that will be published soon.

[Matej Pretković @CyclopSpaceTech]

Many see #AST #SpaceMobile as a pioneer in direct-to-phone #connectivity, meaning no special hardware, apps, or terminals are needed - just a standard smartphone connecting directly to #satellites.

[Matej Pretković @CyclopSpaceTech]

This technology could be a game-changer, bringing mobile coverage to remote and underserved areas where cell towers don’t reach.

[Matej Pretković @CyclopSpaceTech]

In December 2025, the company launched its largest satellite yet, BlueBird 6 at 2,400 square feet, shown below, its largest in the market.

[Matej Pretković @CyclopSpaceTech]

What was once framed as scientific exploration is rapidly evolving into a power contest, as Blue Origin, SpaceX, and NASA’s Artemis program double down on lunar expansion.

[Maj Soueidan @majgeoinvesting]

Here’s 2 clips from my conversation with Matej Pretković of @CyclopSpaceTech, discussing:
• Venture capital trends with regards to investing in space and
• Pharma in space
@KyleAdamsStocks @Mike10947310
https://t.co/8ESnb7dHLm

[Matej Pretković @CyclopSpaceTech]

https://t.co/cTH49p2DEg

[Matej Pretković @CyclopSpaceTech]

𝐒𝐩𝐚𝐜𝐞𝐗 𝐈𝐏𝐎 𝐚𝐧𝐝 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐬𝐡𝐨𝐰 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐢𝐬 𝐦𝐮𝐜𝐡 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐚 𝐫𝐨𝐜𝐤𝐞𝐭 𝐜𝐨𝐦𝐩𝐚𝐧𝐲. It runs multiple business models.

Read the article below to explore SpaceX’s current position in more detail. ⬇️