The space sector has seen significant discounts, but the long-term narrative is still unfolding. Names like $SpaceX(SPCX)$ , $AST SpaceMobile, Inc.(ASTS)$ , and $Rocket Lab USA, Inc.(RKLB)$ have experienced a lot of volatility. However, the bigger picture remains centered on the future of space infrastructure, satellite networks, and commercial space growth. When sentiment becomes overly negative, that's often a point where investors might take a closer look at companies that could have strong long-term potential. This sector still seems to be in the earlier phases of a major transformation. I'm keeping an eye on these names, as the next significa
$Rocket Lab USA, Inc.(RKLB)$ Defined risk around $8.00 looks like a decent bounce zone here. The selloff after the $SpaceX(SPCX)$ IPO has been pretty rough. Peers are still down 50% from their all-time highs just a few months back. I'm still long-term bullish on the story, though.
$Direxion Daily MU Bull 2X Shares(MUU)$ I'm still holding my position, even though it's down about -20%. The thing with this ETF is, it can rebound just as quickly as it dropped. The recent dividend from MUU was a positive surprise. If 21.7 is indeed the average P/E for MU, then it's hitting that level right now. There's a lot of talk about capex concerns trying to push it lower, but to me, that's just noise. I'm looking ahead to the September earnings report; I think it could support MU at around 1,578 if it maintains that 'average' P/E. That scenario would put MUU's share price above 1,800. I'm planning to hold through this and see where it goes into 2027.
$SpaceX(SPCX)$ The shorts seem to have disappeared. Funny what happens when a stock refuses to go down. Let's be real... anyone still camping in this short either has unlimited capital or a painful lesson in risk management coming their way. The bulls are running the table, dips keep getting bought, and SpaceX is out here launching Starlinks like it's a weekly hobby, adding another 24 satellites to a constellation that's already north of 10,000. Trend's up. Shorts are quiet. We move.
My top picks for each sector right now, along with three-year price targets. Fintech: - $SoFi Technologies Inc.(SOFI)$ | SoFi Technologies Target: $80 Data-center: - $NEBIUS(NBIS)$ | Nebius Group Target: $380 Robotics: - $Ambarella(AMBA)$ | Ambarella Inc. Target: $210 Photonics: - $Applied Optoelectronics(AAOI)$ | Applied Optoelectronics Target: $360 Software: - $Zeta Global Holdings Corp.(ZETA)$ | Zeta Global Holdings Target: $125 This list covers some of the strongest secular growth themes today: fintech, AI infrastructure, robotics, photonics, an
$SpaceX(SPCX)$ I think the real value of SpaceX isn't just in today's launches—it's what comes next. If it helps establish permanent bases on the Moon and Mars, it could open the door to entirely new industries: mining valuable resources, advancing manufacturing in space, developing new transportation networks, and supporting long-term human exploration. Gold and other minerals are just some of the possibilities people talk about. If even part of that vision becomes reality over the coming decades, today's share price could look very different.
$Direxion Daily MU Bull 2X Shares(MUU)$ I'm still optimistic about this stock. It's a monster with plenty of room to run. There might be a dip after earnings, but I think it'll be short-lived.