Kubanoinvest82

1/ The space sector is caught between the biggest bullish catalyst in years and a brutal dose of reality. 🧵
2/ SpaceX announced its IPO — up to $75 billion, possibly this month. The sector skyrocketed. RDW +27% in a single session. 🚀
3/ Then, Blue Origin's New Glenn exploded during a test. The entire group fell: ASTS −18%, LUNR −13%, RDW −12%, PL −10%.
4/ My take: PL is the most solid. Contract with $22M with the NGA + Q1 above expectations ($94.2M revenue). Actual defense revenue.
5/ SPIR: European angle, partnership with Schaeffler. RKLB: solid fundamentals but insider sales. ASTS: DB dow

🚀 SpaceX goes public on June 12. Ticker: $SPCX. Valuation: $1.75 TRILLION.
While you wait, the market is already voting:
• $RKLB → All-time high TODAY
• $RDW → +26% in one session
• $LUNR → +13%
• $ASTS → climbing
The biggest IPO in history arrives in 16 days.
Are you positioned? 👀
#SpaceX #SPCX #IPO #Investing #RocketLab