$FLY 0.58 Developing

Notable posts

• @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 967 eng

  President Trump signed a new space directive targeting more than 1,000 U.S. launches and reentries annually by 2030. The goal is to rapidly expanding domestic space transportation capacity to support that growth. $RKLB, $SPCX, $ASTS, $RDW, $PL, $BKSY, $LUNR, $FLY, $VOYG https://t.co/m3UevbeBus

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• @StockSavvyShay neutral 717 eng

  Space companies have begun insurance talks for orbital AI data centers which is an early sign the concept is moving toward commercialization. The industry hopes to bypass Earth’s power constraints by placing compute in orbit. $SPCX, $RKLB, $ASTS, $PL, $RDW, $LUNR, $FLY https://t.co/j0OT9p43lW

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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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• @StockSavvyShay neutral 232 eng

  NASA awarded new Moon Base lander contracts to $FLY and $LUNR. The goal is to build lunar South Pole infrastructure before crewed Artemis landings. https://t.co/gbs0Sx47Th

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