$BKSY 0.48 Noisy

Notable posts

• @StockSavvyShay neutral 3410 eng

  UPDATED FIB LEVELS FOR POPULAR STOCKS AI Utilities • $IREN $51 • $NBIS $177 • $CIFR $17 • $CRWV $100 AI Power • $EOSE $7 • $BE $237 • $NVTS $22 • $VRT $282 AI Hardware • $NVDA $192 • $TSM $408 • $ASML $1,618 • $MU $730 AI Applications • $PLTR $129 • $NOW $109 • $CRWD $598 • $SNOW $181 AI Connectivity • $AVGO $377 • $ALAB $305 • $CRDO $195 • $MRVL $236 Space • $RKLB $106 • $ASTS $89 • $PL $31 • $BKSY $32 Quantum • $IONQ $52 • $RGTI $15 • $QBTS $20 • $INFQ $13 Drones • $ONDS $10 • $AVAV $175 • $KTOS $52 • $UMAC $24 Nuclear • $OKLO $50 • $UUUU $12 • $GEV $906 • $LEU $151 Photonics • $AAOI $164 • $LITE $698 • $COHR $283 • $AEHR $76 CPU Bottleneck • $AMD $383 • $INTC $91 • $ARM $299 • $AMKR $57 Physical AI • $TSLA $382 • $AMZN $230 • $GOOGL $357 • $ISRG $394

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• @StockSavvyShay mixed 1147 eng

  Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere. This has caused a major pullback across the whole bucket in the past month: • $RKLB -46% • $PL -50% • $ASTS -52% • $BKSY -53% • $RDW -59% • $FLY -59% • $LUNR -60% I think this is just the space trade moving from excitement-driven multiple expansion into a more selective phase. The hype trade is cooling off but the long-term theme is still intact and next leg will be led by the companies that can prove real execution beyond the SpaceX halo.

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• @StockSavvyShay bearish 1031 eng

  Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO: • $SPCE -24% • $ASTS -11% • $VOYG -10% • $LUNR -10% • $FLY -9% • $RDW -9% • $RKLB -8% • $BKSY -8% • $PL -7% • $SATS -6%

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• @StockSavvyShay bullish 2699 eng

  China launches a rocket to space and successfully lands it back on Earth for the first time. The global space race is about to accelerate. $SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG, $FLY, $LUNR, $BKSY https://t.co/wULsmeYQlC

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• @StockSavvyShay bullish 614 eng

  SPACE STOCKS HAD A MASSIVE DAY • $ASTS +21% • $RKLB +17% • $PL +17% • $BKSY +15% • $FLY +14% • $LUNR +7% • $RDW +7% • $SPCX +7%

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• @StockSavvyShay bullish 205 eng

  JPMorgan CEO Jamie Dimon says space based data centers could become economically viable. “If it works, you’re talking about very cheap energy, cheap cooling and a very stable environment.” $SPCX, $RKLB, $ASTS, $PL, $BKSY, $FLY, $LUNR, $RDW, $VOYG https://t.co/FObqsZJhhG

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• @wallstengine neutral 56 eng

  BlackSky $BKSY won multiple U.S. R&D contracts to develop AI-based satellite ISR tools for military customers. The work includes automated target recognition and AI-enabled battle damage detection, integrated into classified mission environments. BlackSky’s Gen-3 satellites deliver 35cm imagery with AI-driven analytics. CEO Brian O’Toole said the company’s AI adds “machine speed” to customers’ space-based intelligence decision loop. Financial terms were not disclosed.

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