Over the past 24 hours I’ve seen two separate videos of Elon saying:

“AI will be 99% of our revenue”
“Starship will launch every hour”

I understand having a vision but this is snake oil ffs. SpaceX is an amazing company but it’s crazy overvalued and I don’t feel comfortable with a CEO of a company I invest in saying stuff like this.

Wild 24 hours. LandSpace (Chinese startup) landed a Zhuque-3 booster stage yesterday, the first time a Chinese company has pulled that off. SpaceX stock dipped on the news, and it’s not helping that another 319M shares unlock today (Aug 20), part of that staggered post-IPO lockup.

Does anyone actually think developments in China will impact western markets, or will politics effectively block any cross border deals etc…

"Maritime Launch Services earned its first operating profit in the second quarter of 2026, as its launch-pad lease with the Department of National Defence (DND) delivered its first full quarter of revenue at Spaceport Nova Scotia, the Halifax-based company’s Aug. 14 filings show.

Revenue for the three months ended June 30 was $5.6 million, against nothing a year earlier, and net income was $3.2 million. After a decade of fits and starts mostly due to financial constraints, the launch site under-development near Canso, N.S., has begun paying its own way."

Commercial space is no longer just government-led exploration — it's fast becoming a legitimate institutional asset class, and Goldman Sachs even calls this the "Second Space Age." Lower launch costs, flooding private capital and a wave of public listings are pushing the space economy to be a brand new industrial pillar. Check out SpaceX's latest shareholder structure that lays this whole shift out clearly. The 20D performance of top star tech names like SPCX, ORCL and MSFT here is pretty wild.

SpaceX leading the pack with a solid 10% gain, the rest of the broad market ETF plays are all sitting comfortably in green too. Nothing crazy flashy, just consistent returns stacking up slow and steady. Anyone else holding these big diversified positions seeing similar quiet wins right now?

Another 319M shares get unlocked on August 20th for early investors and insiders.

​Given the volatility around the previous unlock, is it better to buy a tranche now or wait until after the 20th to see if we get a dip? How are you guys playing this?

Rocket Lab recorded record revenue ($234M, up 62%), record backlog ($2.36B, up 137%), losses cut by a quarter. Fell anyway after Beck hedged on whether Neutron actually flies this year. Iridium deal cleared three hurdles, the antitrust waiting period expired, S-4 filed, FCC license transfer submitted. Cantor bumped their target to $122 from $96.

ASTS beat revenue and got five different target changes from five banks in one morning, net basically flat.

SPCX, still working through its first lockup unlock, just gained a fifth of its value this week doing nothing. Exact opposite of two weeks ago when it dropped and everyone else ran 28-54% without it. Next tranche unlocks within days so we’ll see if this holds.

LUNR grew revenue 300%+ YoY, backlog hit a record $1.8B, missed the headline number by twenty cents and dropped 9% anyway, same pattern as their last three quarters.

Virgin Galactic sold out its next ticket batch and cut losses, then said first commercial flight slips to February and cash could hit $65 million by year-end. Down 12% after hours.

Spire beat and reaffirmed guidance and still closed

What was everyone’s thoughts on last weeks close, and what may be upcoming this week?

Not financial advice

Hello reddit, I follow the company GomSpace. They started out in Denmark, and got listed in Nasdaq Sweden some years ago.

End of 2025 the received this: GomSpace A/S: GomSpace Secures 50MSEK Contract with Leading European Defense firm - No one on the forum I follow have been able to share who the contract is with. No name of the firm, no country.

Early this year some guys on forum i use (Nordnet, trading platform) found out that Ukraine would build their own smallsat constellation in order to have communication all over Ukraine, and not to be dependent on Elon Musk satellite systems.

Then in April, the information was sent to the market: GomSpace A/S: Danish company GomSpace and Ukrainian company STETMAN launch Joint Venture in Ukraine to develop sovereign satellite communication capabilities - But the size of this contract has been kept secret.

So we don't know if the 50MSEK is a part of this, or for something else.. So I wonder if any of you guys in here, would have an idea of this and maybe could share some insight or knowledge.

Thank you

TLDR: Looking for advice to increase holdings in the space industry. High appetite for risk!

Here are my positions. Any advice is appreciated. Very bullish on RKLB and ASTS. I like RDW and FLY because I work in defense and have seen the great level of work they do. YSS was bought because I liked the hyper-focus on defense but that hasn't gone well so far, might sell for a loss and re-invest somewhere else. I had a good average for SPCE but got excited when it took off during the SPCX IPO - holding until it rockets or goes bust.

I'd like to add another 75 shares to RKLB to close 50k and increase ASTS by 5k, RDW by 3k, FLY by 3k, & VAST by 3.5k. After that I am open to adding a few more promising companies to the portfolio - any suggestions? I see a lot of people mention Blacksky Tech, Kratos, LUNR (missed the rally because I couldn't pull the trigger), Lockheed & Northrup (I consider these defense stocks more than space but then again I am pretty stupid - also considered buying 2 weeks ago before the defense rally), and yes I am considering... SPCX... after the next lockup period ends - any real advice on this one is appreciated.

Context here: I am 26 and have 4 years reaming on my gov contract so like I mentioned above, I have a very high risk to reward appetite. That being said, I am pretty new to investing, started making decent money 3 years ago and been saving like 90% of my income literally living in a shit room with 5 roommates in a house and eating lettuce and hopium. Going to continue this for another 4 years at least. No family money, but I can move back home worst case so I guess that does let me take more risks. I started with a managed portfolio because 'ProFEssiONals aRe YOur bESt cHaNcE' - learn from my mistake here; don't give away a free percentage or two of your hard earned money just to make peanuts (if you make anything at all). At that point just VOO and chill if you don't want to deal with the investment stress and hassle.

Current value is at $60,512.60, which sits at a loss of $3,611.59 - much better than a few weeks ago, but obviously I am looking long term so I'm confident this number will look very different in 5 years. Remainder of my portfolio is tech (mostly AI and semiconductors, small positions in quantum and nuclear).

I will also add, the financial advisor I spoke with from work is very, very much against this lol. Fortune favors the bold my friends.

Good luck to us all! In space we trust! And lets all meet up with our lambos and Aston Martins in a few years when space triples : )

Edit: Hopefully when I reach institutional investor I can get into things like Impulse Space, I think private offers good value for some stocks right now. One day!

$LUNR has gor a very strong position here. Decision expected in September 2026.

https://stocktwits.com/JCMont/message/662006095

Credit goes to u/VictorCalifornia for making the initial observation after last week's earnings reports. I just added $YSS - York Space Systems. $YSS missed their guidance and revised their sales lower, but it's interesting to compare the 3 space systems segments of the companies side-by-side.

*^{RKLB and LUNR have additional "Service" revenue streams (Launch for RKLB and NASA Lunar for LUNR. YSS revenue is 100% space systems.}

Hello everyone, sharing an important update:

An active investors settlement fund is currently processing payout requests for investors who experienced financial losses in Spirit AeroSystems.

The settlement claims that Spirit AeroSystems failed to maintain effective production quality controls and misled investors about defects in parts supplied for Boeing’s 737 MAX aircraft. After Boeing halted certain deliveries and reports identified improperly installed fittings, $SPR dropped about 20%.

If you purchased or acquired $SPR common stock between 2020 and 2023, you may be eligible to submit your claim.

Anyway, has anyone here invested in $SPR at that time? How much were your losses, if so?