James

RTs/likes are not endorsements. @X user since 2010. @xAI employee.

[Space Investor @SpaceInvestor_D]

MY FAVOURITE SPACE NAMES

I’m not focusing too much on valuation or isolated multiples. In this space, they usually miss the point more than they help.

What matters is the direction of the industry: where government and defense spending is going, how quickly infrastructures are scaling, how much they spend on IRAD and how that feeds into their core moat, capital discipline and allocation, and which companies are actually positioned to benefit as space shifts from early-stage to real commercial use cases..

I start with the full story, then map where each name sits within it, with a touch of valuation and a bit of technicals layered in.

Here are my top space names into year-end based on that setup:

1. $RDW / Redwire
2. $RKLB / Rocket Lab
3. $LUNR / Intuitive Machines
4. $ASTS / AST SpaceMobile
5. $VOYG / Voyager Technologies
6. $PL / Planet Labs
7. $SPCX / SpaceX

Different pick or order? Let me know why in the comments below.

[James @JamesIts]

@EdwardMehr Gardena soon ?

[James @JamesIts]

East Asia 45n 130e - Piet Mondrian: This location places us over the Sea of Okhotsk northeast of Japan, where cold Siberian air masses meet Pacific moisture. The extremely high pressure… https://t.co/gvfMQ5mNKn #EastAsia #WeatherArt #PietMondrian #SeaOfOkhotsk #ArtInspiration

[James @JamesIts]

Australasia 60s 100e - Piet Mondrian: Over the remote Southern Ocean at 60 degrees south latitude and 100 degrees east longitude, far from any landmass in the harsh Antarctic waters,… https://t.co/XXThBIn9jM #PietMondrian #WeatherArt #ContemporaryArt #AbstractArt #Antarctic

[James @JamesIts]

Region 45s 0e - Piet Mondrian: Over the Southern Ocean at 45 degrees south latitude on the prime meridian, this location sits in the stormy waters between South Africa and Antarctica… https://t.co/NvTx5Vlf9o #PietMondrian #WeatherArt #ContemporaryArt #AbstractArt #ArtInNature

[James @JamesIts]

Arctic 60n 70w - Piet Mondrian: Over the Hudson Bay in northern Canada, where arctic air meets the influence of warmer southern currents, this composition captures a moment of atmospheric… https://t.co/PmlNxLBWwq #ArcticArt #PietMondrian #WeatherArt #HudsonBay #ClimateChange

[James @JamesIts]

Region 45s 80e - Piet Mondrian: Over the Southern Ocean southeast of Madagascar at coordinates -45°, 80°E, this remote maritime region experiences intense atmospheric dynamics… https://t.co/Bz2KEQjTR2 #WeatherArt #PietMondrian #AtmosphericDynamics #GeometricArt #ColdTemperatures

[James @JamesIts]

Region 60s 0e - Piet Mondrian: This composition represents the remote waters of the Southern Ocean at 60 degrees south latitude on the Prime Meridian, in the harsh Antarctic seas between the… https://t.co/EmxmZ7nFj9 #Art #PietMondrian #GeometricArt #Antarctic #SouthernOcean

[James @JamesIts]

Tropical South America 15s 70w - Piet Mondrian: Over the high Andes of southern Peru and Bolivia, where the extreme altitude creates an unusually low atmospheric pressure and cold temperatures… https://t.co/aE5miAeOFL #TropicalArt #AndesMountains #Peru #Bolivia #WeatherArt

[James @JamesIts]

Midtown Manhattan: 82°F · Cloudy · 13.3°F above average for 9pm in June

39% humidity · Wind 0 mph WNW · Comfort 85 (Excellent)

https://t.co/XAyjnKlqiD #NYC #weather

[James @JamesIts]

Region 60s 0e - Helen Frankenthaler: Over the Southern Ocean at 60 degrees south latitude, directly south of the Atlantic basin, fierce winds sweep across the icy waters in… https://t.co/JMlinALpjS #HelenFrankenthaler #SouthernOcean #ArtTechniques #WatercolorArt #ContemporaryArt

[James @JamesIts]

Europe 45n 30w - Helen Frankenthaler: Over the North Atlantic west of the Bay of Biscay, where oceanic air masses collide with continental influences, this atmospheric snapshot captures a… https://t.co/DPsFjs0Gwp #Art #WeatherArt #HelenFrankenthaler #AbstractArt #ColorTheory

[James @JamesIts]

Region 30n 60w - Helen Frankenthaler: Over the subtropical Atlantic southeast of Bermuda, where warm ocean currents meet stable high pressure systems, the atmosphere holds a luminous… https://t.co/gmiR7IqOWz #Art #WeatherArt #OceanCurrents #HelenFrankenthaler #AbstractArt

[James @JamesIts]

Equatorial Atlantic 15n 40w - Helen Frankenthaler: Over the equatorial Atlantic, roughly 400 miles northeast of the Caribbean islands, warm tropical air meets oceanic… https://t.co/P4kCOdFF3P #EquatorialAtlantic #WeatherArt #HelenFrankenthaler #TropicalAir #OceanicInfluences

[James @JamesIts]

Central Asia 45n 90e - Helen Frankenthaler: Over the remote high-altitude plateau of Central Asia, near the border regions of Kazakhstan and China, an extremely cold and dry atmospheric… https://t.co/BZraoW7xmq #CentralAsia #Art #WeatherArt #HelenFrankenthaler #Kazakhstan

[James @JamesIts]

Tropical Africa 30s 50e - Helen Frankenthaler: Over the waters southeast of Madagascar in the tropical Indian Ocean, where warm currents meet the atmospheric dynamics of the southern… https://t.co/l6FWgp182M #Art #AbstractArt #WeatherArt #TropicalAfrica #HelenFrankenthaler

[James @JamesIts]

South Asia 15n 80e - Helen Frankenthaler: Over the Bay of Bengal off the southeastern coast of India, where warm tropical air meets ocean currents, the atmospheric conditions reveal… https://t.co/CMraY0ijo0 #SouthAsia #BayOfBengal #HelenFrankenthaler #WeatherArt #TropicalClimate

[Jim Cramer @jimcramer]

SpaceX: We don't want an 89% pop like with Cerebras. We want a 25-30% pop which would be a great start. People hang on to it and buy more. Not flip it. Which must be avoided..

[James @JamesIts]

@kylegawley Hahahahaha

[James @JamesIts]

@MatthewBerman It's true I wasn't able to use it this evening after a full day of use. Omfg