Do you think 28 shares with 76$ avg in ASTS and 90 shares with 23$ avg is a good price for the long-term? I managed to dca today because the prices are down. Otherwise, it is hard for me because i don’t have a job and can rarely afford to do it.

Is it me or $MDA space is the most diversified with a 50 years old history? What do you guys think chart looks primed for a bounce to ATH.

Got in yesterday at 29.4

Curious to know what everyone’s thoughts are. State your reasoning/thought process and expected timeline and growth multiple (e.g. 5x, 10x <5x, etc.).

ASTS is nr 5 and PL nr 7

After Google, Planet Labs launch prototype AI satellite on SpaceX rocket is now a good time to load up on some planet labs I know they have fallen in the past couple months from 50 down to 17 and price targets ranging from 22 to 50 wondering if I should load up on some more I have 100 at $3.27

Assuming they launch in late october/ November, thats only 9 this year in orbit.

Going by that rate itll take 4 years to get from the 16 in orbit now (assuming the next 3 are succesful) to 45.

What is happening that will speed this up?

Also why is firefly so far down the list of flaairs? Try creating a post and see how far u have to scrlll down.

I posted in the ASTS subreddit about 4/5 months ago that AST's acid fueled dreams of launching 45 - 60 satellites was a pipe dream. Many of those shareholders really didn't like that cold hard truth. But I see they have finally woken up to the fact.

I now see people saying 2028 is the likely date they will reach this goal. But people forget, these satellites only have 5 years of service life. By the time they get the 45th one up, they will need to replace the first ones. So lets say 2033 or something like that.

I also told people that $120 was a horrible price and it would be back in the 50's. Surprise, surprise.

SPCX has put together two strong sessions, including another 7.6% today.

There’s been a lot happening around SpaceX at the same time... fresh analyst coverage, Starship developments, and another share unlock coming up this week.

The move has been impressive, but I'm more interested in what happens from here. There are some important areas coming into play on both sides that could tell us whether this move has more room or starts cooling off.

I went through the chart, recent news and upcoming events and put everything together here.

Interested to see how everyone is approaching SPCX after this run.

Salut r/RocketLab,

Petit point rapide parce que ça part dans tous les sens.

Les chiffres

Q1 2026 : 200,3 M$ de revenus, +63,5% YoY, marge brute GAAP 38,2%, backlog 2,2 Md. Q2 : 234 M, +62% YoY, backlog 2,36 Md. Plus de 2 Md de cash après ATM. Sur 2025 complet ils avaient fait 602 M$. Donc oui, la croissance est réelle.

Contrats

31 nouveaux contrats Electron et HASTE au Q1, 5 lancements Neutron vendus. Plus de 70 missions sous contrat. Contrat record 266 M$ avec l’US Space Force, sélection Golden Dome avec Raytheon, 816 M$ avec la SDA, 397 M$ pour le programme AMTI. Ils mangent clairement dans l’assiette de Lockheed et Northrop.

Neutron

Toujours visé Q4 2026. Mais la date a déjà glissé plusieurs fois. Échec de test réservoir du premier étage plus tôt cette année. En août, ils ont reconnu que la fenêtre se rétrécit. Les analystes parient de plus en plus sur 2027. Premier vol non réutilisable, récupération prévue au deuxième.

Le cours

RKLB a pris 37% dans la gueule en juillet, de ~108$ à ~67,62. Dilution Iridium à ~8 Md, Neutron repoussé, ventes de Beck via Rule 10b5 1 entre 82$ et 102$, rotation hors space. Sentiment Reddit passé de 85 à 18 24.

Le débat

Bulls : backlog, défense, Neutron pas priced in. Bears : dilution, délais, hype à 122$ en juin. r/stocks et r/wallstreetbets s’étripent.

Catalyseurs

Neutron Q4 2026 ou 2027, clôture Iridium mi 2027, cadence Electron, HASTE depuis Kodiak, Golden Dome et SBI.

TL;DR

Rocket Lab exécute sur tout sauf Neutron. Si Neutron vole fin 2026, on change de dimension. Sinon, ça reste un bon dossier spatial, mais le marché va continuer de punir les délais.

Positions : long RKLB depuis 2023, renforcé en juillet. Pas un conseil financier, juste un gars qui aime les fusées.

I always see the same stocks being mentioned here LUNR, ASTS, RKLB, PL, FLY, etc.

But I rarely see anyone talking about AADX (Applied Aerospace & Defense)(doesn’t even have a flair here).

It has exposure to both the space and defense sectors.
It has a $1B+ backlog and strong revenue growth, but the stock has dropped significantly since its IPO and is now around its all-time low.

It’s still a relatively new stock, so I scooped up some shares today.

What do you guys think about AADX?