To The Moon

With the AI hype and power requirements at unprecedented level's, space will become a new market and TSLA will benefit hugely.

The 2026 Space Outlook: Beyond SpaceX, What Investors Should Watch The global space economy showed fantastic growth in 2025 and is looking to continue the momentum in 2026. The expansion is being driven by a combination of technological, commercial, and geopolitical factors. Going forward, the space sector is forecasted to be valued at $1.8 trillion by 2035, according to Aranca. President Donald Trump issued an executive order entitled "Ensuring American Space Superiority" last December. The document enshrined the U.S. goal to put humans back on the moon by 2028 and defend space from weapon threats. Satellite stocks including $Planet Labs Pbc(PL)$  , $EchoStar(SATS)$  , and 

🚀 Is Space a Core Investment Theme for 2026? 2026 could be a breakout year for the space economy, and it’s worth asking whether space should be a core investment theme in a portfolio. ✨ Commercialisation is accelerating Space is no longer driven only by governments. Private companies are building real revenue streams through satellite broadband, launch services, and space infrastructure. 📡 Rising demand for connectivity and data Global demand for broadband, Earth observation, and data services continues to grow, and satellites are becoming essential infrastructure. 🛰️ Lower launch costs are expanding the market Reusable rockets and more frequent launches are reducing the cost of access to space, allowing more companies to participate and innovate. 📊 Long-term growth potential The space sec

🚀 Is Space a Core Investment Theme for 2026? From “Moonshots” to Infrastructure Plays For years, space investing was treated as speculative — long timelines, weak economics, and too many promises. That narrative is changing. As governments accelerate spending on space-based infrastructure — communications, navigation, missile tracking, and Earth observation — space is starting to resemble defense + cloud + logistics, not science fiction. The key shift? 👉 Execution now matters more than vision. ⸻ 🛰️ Rocket Lab: From Launch Provider to Space Prime Contractor One company increasingly at the center of this shift is Rocket Lab (RKLB). 2025 execution highlights: • 21 flawless launches — no failures, no delays • Proven cadence, not one-off success • End-to-end capability: launch + spacecraft + sy

No I don't think space theme is core. It's a fad.  Comes and goes like the other themes of nuclear and quantum.  In the end, only companies that show real and strong consistent growth will survive. Not hype.  Good for trading but bad for investing.  I'd rather go for profitable companies that show strong growth and are undervalued. 

The space industry is experiencing significant momentum due to rapid innovation and growing investor interest. It is projected to become a trillion-dollar industry. Here's an overview of the current trends and market outlook: Investment Theme for 2026 HSBC Group identifies disruptive technologies, including aerospace and security, as a major investment theme for 2026, driven by innovation spurred by artificial intelligence (AI). Geopolitical realignments and security priorities are increasing defense spending, while commercial aviation sees strong demand. New technologies are reshaping space, defense, and cybersecurity, opening commercial opportunities in autonomous systems and small satellites. The space economy's growth is supported by rising interest in space tourism, the expanding role

Apparent market interest shifting beyond AI in 2025 to Space in 2026.

$Rocket Lab USA, Inc.(RKLB)$ I don't even remember how I got here. but thank you new year

🌟🌟🌟If 2025 is the year of AI, 2026 will be the year that Space will be a core investment theme.  Space is the new frontier of critical infrastructure, national defense and global connectivity.  It is no longer a niche for dreamers.  With the space economy projected to reach USD 1.8 trillion by 2035, investing in this sector is driven by a thrilling mix of boundless potential and heart pounding risk. The Space Engine Room: Key Subsectors of the Space Economy  To understand why the new space race is so exciting, let's look at the 3 pillars holding up the stars: 1.  Launch Services (The Gatekeepers):  This is the high octane world of rockets, focused on rapid reusability and slashing the cost of getting to orbit.  Without the space "taxis" to send into orbit

From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  stands out to me because of execution, not hype. Completing 21 flawless launches in 2025 proves operational reliability, which is the true currency in this industry. The $816 million Space Development Agency contract is especially important—not just for revenue, but for credibility. It

Rocket Lab is the stock to buy in 2026 Happy New Year 

As mankind advances, space is the next feobtier. SpaceX and Rocket Lab are in the forefront of research. To Mars and beyond!  @loong2138  @Eush  @Daniel88995558  @CGlow  @DonT  @fibance  @Papa Bear  @Shernice軒嬣 2000  @T202311701  

Yes and surely it will be! Space is likely to be a core investment theme heading into 2026, driven by technological, commercial, and strategic forces that extend well beyond niche moonshots. Many analysts and investors are seeing it as a compelling long-term theme rather than a short-lived fad

$Rocket Lab USA, Inc.(RKLB)$ 🌌 Buckle up, investors—the space sector is exploding into a powerhouse theme that's impossible to ignore. With governments and corporations racing to build out "space infrastructure," we're talking satellites beaming data everywhere, defense systems guarding the skies, and even solar power harvested from orbit. This isn't sci-fi; it's the next big wave after AI, driven by real tech breakthroughs and massive contracts pouring in. Think broader earnings growth across sectors, but space? It's where the real upside hides for those chasing durable gains. 💪📈 Yes, space absolutely qualifies as a core investment play for the year ahead. The push for sovereign communications, Earth observation, and navigation is heating up, wit

Possible in future..

Are you bullish on Rocket Lab's $90 target?: 50:50 I would say. Target of $90.00 is primarily driven by it securing a $805 million contract from the SDA for 18 missile-tracking satellites which is the largest in its history. Optimistic goal and depends on its delivery capability. As of now Rocket Lab presents a high-growth high-risk opportunity as it has potential but currently unprofitable.  SpaceX vs Rocket Lab: which one are you bullish?: tricky question as Rocket Lab is now listed while SpaceX isn't. Between the two, if rumours are true, an IPO is targeted for 2026 at a potential valuation of $1.5 trillion. So, yeah while the head points to SpaceX the heart points to Rocket Lab.

🌟🌟🌟Is $Rocket Lab USA, Inc.(RKLB)$ a serious challenger to SpaceX?  I believe that Rocket Lab is quickly becoming the investable alternative that Wall Street has been dreaming of.  While SpaceX is a massive private behemoth, Rocket Lab is publicly traded and executing flawlessly.  RKLB's share price is up a whopping 183% year todate, like a rocket to the moon! Needham's USD 90 Target : Bullish or Myth? Needham analyst Ryan Koontz is bullish on Rocket Lab with a Price Target of USD 90.  His thesis is built on solid quantifiable catalysts that are aligning for a stellar 2026 for Rocket Lab: 1. The Big Win -The SDA Contract:  The record breaking USD 805 million contract win from the US Spac

It doesn't have to challenge SpaceX, it occupies a different niche. Plenty of space to go around 🚀$Rocket Lab USA, Inc.(RKLB)$ Bullish 

When I look at Rocket Lab, I do see a credible and increasingly important player in the space launch ecosystem, especially as global demand for launch capacity continues to grow. The company has executed well in smallsat launches with Electron and has built a meaningful space systems business, which gives it more diversified revenue than many pure-launch startups. The Neutron rocket, if delivered on time and within budget, could materially expand Rocket Lab's addressable market and justify some of the recent bullish analyst targets. That said, I'm more cautious about the $90 price target in the near term. Neutron remains the key swing factor, and until we see clear technical milestones and commercial contracts translating into recurring cash flow, expectations may be running ahead of funda

$Rocket Lab USA, Inc.(RKLB)$  $Tesla Motors(TSLA)$  $AST SpaceMobile, Inc.(ASTS)$  This is not a debate about technological superiority. It’s a debate about arithmetic, scale, and probability. Who is more likely to 10X first? SpaceX $1.5T ➡️ $15T or Rocket Lab $RKLB $40B ➡️ $400B 🧩 Clearing the emotional noise before the analysis begins Yes, SpaceX is the most advanced company in the space industry today. That dominance is precisely why $RKLB trades at roughly 3% of SpaceX’s valuation. Yes, Elon Musk is a generational innovator who consistently pushes the bounda

The 2026 Space Outlook: Beyond SpaceX, What Investors Should Watch The global space economy showed fantastic growth in 2025 and is looking to continue the momentum in 2026. The expansion is being driven by a combination of technological, commercial, and geopolitical factors. Going forward, the space sector is forecasted to be valued at $1.8 trillion by 2035, according to Aranca. President Donald Trump issued an executive order entitled "Ensuring American Space Superiority" last December. The document enshrined the U.S. goal to put humans back on the moon by 2028 and defend space from weapon threats. Satellite stocks including $Planet Labs Pbc(PL)$  , $EchoStar(SATS)$  , and 

With the AI hype and power requirements at unprecedented level's, space will become a new market and TSLA will benefit hugely.

🚀 Is Space a Core Investment Theme for 2026? From “Moonshots” to Infrastructure Plays For years, space investing was treated as speculative — long timelines, weak economics, and too many promises. That narrative is changing. As governments accelerate spending on space-based infrastructure — communications, navigation, missile tracking, and Earth observation — space is starting to resemble defense + cloud + logistics, not science fiction. The key shift? 👉 Execution now matters more than vision. ⸻ 🛰️ Rocket Lab: From Launch Provider to Space Prime Contractor One company increasingly at the center of this shift is Rocket Lab (RKLB). 2025 execution highlights: • 21 flawless launches — no failures, no delays • Proven cadence, not one-off success • End-to-end capability: launch + spacecraft + sy

🚀 Is Space a Core Investment Theme for 2026? 2026 could be a breakout year for the space economy, and it’s worth asking whether space should be a core investment theme in a portfolio. ✨ Commercialisation is accelerating Space is no longer driven only by governments. Private companies are building real revenue streams through satellite broadband, launch services, and space infrastructure. 📡 Rising demand for connectivity and data Global demand for broadband, Earth observation, and data services continues to grow, and satellites are becoming essential infrastructure. 🛰️ Lower launch costs are expanding the market Reusable rockets and more frequent launches are reducing the cost of access to space, allowing more companies to participate and innovate. 📊 Long-term growth potential The space sec

The space industry is experiencing significant momentum due to rapid innovation and growing investor interest. It is projected to become a trillion-dollar industry. Here's an overview of the current trends and market outlook: Investment Theme for 2026 HSBC Group identifies disruptive technologies, including aerospace and security, as a major investment theme for 2026, driven by innovation spurred by artificial intelligence (AI). Geopolitical realignments and security priorities are increasing defense spending, while commercial aviation sees strong demand. New technologies are reshaping space, defense, and cybersecurity, opening commercial opportunities in autonomous systems and small satellites. The space economy's growth is supported by rising interest in space tourism, the expanding role

No I don't think space theme is core. It's a fad.  Comes and goes like the other themes of nuclear and quantum.  In the end, only companies that show real and strong consistent growth will survive. Not hype.  Good for trading but bad for investing.  I'd rather go for profitable companies that show strong growth and are undervalued. 

Apparent market interest shifting beyond AI in 2025 to Space in 2026.

$Rocket Lab USA, Inc.(RKLB)$ I don't even remember how I got here. but thank you new year

$Rocket Lab USA, Inc.(RKLB)$ Bullish $Tesla Motors(TSLA)$ Bullish $AST SpaceMobile, Inc.(ASTS)$ Bullish 25Dec25 🇺🇸🎄| 26Dec25 🇳🇿 The move being misunderstood is not the sell-off. The move being misunderstood is the absence of selling. $RKLB printed a new 52-week high at $79.83 on 24Dec and then appeared to go flat into Christmas Eve on low volume. That flatness is being read as exhaustion. That interpretation is wrong. Tops do not form in silence. Tops form with expanding volume, structural failure, and forced liquidation. None of that happened here. What followed 79.83 was participant withdrawal after a sharp repricing, not distribut

🌟🌟🌟If 2025 is the year of AI, 2026 will be the year that Space will be a core investment theme.  Space is the new frontier of critical infrastructure, national defense and global connectivity.  It is no longer a niche for dreamers.  With the space economy projected to reach USD 1.8 trillion by 2035, investing in this sector is driven by a thrilling mix of boundless potential and heart pounding risk. The Space Engine Room: Key Subsectors of the Space Economy  To understand why the new space race is so exciting, let's look at the 3 pillars holding up the stars: 1.  Launch Services (The Gatekeepers):  This is the high octane world of rockets, focused on rapid reusability and slashing the cost of getting to orbit.  Without the space "taxis" to send into orbit

$Rocket Lab USA, Inc.(RKLB)$ 🌌 Buckle up, investors—the space sector is exploding into a powerhouse theme that's impossible to ignore. With governments and corporations racing to build out "space infrastructure," we're talking satellites beaming data everywhere, defense systems guarding the skies, and even solar power harvested from orbit. This isn't sci-fi; it's the next big wave after AI, driven by real tech breakthroughs and massive contracts pouring in. Think broader earnings growth across sectors, but space? It's where the real upside hides for those chasing durable gains. 💪📈 Yes, space absolutely qualifies as a core investment play for the year ahead. The push for sovereign communications, Earth observation, and navigation is heating up, wit

$Rocket Lab USA, Inc.(RKLB)$ Bullish $Micron Technology(MU)$ Bullish $Tesla Motors(TSLA)$  🚦 Market Pulse From my seat, the tape confirmed structural strength rather than late cycle excess. The S&P 500 settled at 6,834.78, up +0.89% on the session, extending 2025 gains to +16%, and when I map this year against the full S&P 500 return distribution back to 1928, it registers as a solid double digit outcome rather than an outlier melt up. That distinction matters to me for forward expectations, valuation tolerance, and risk management discipline. What stands out to me next is the NASDAQ Composite closing at 23,307.62, up +1.31%. I read

$Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$  $Tesla Motors(TSLA)$  🇺🇸 19Dec25 | 20Dec25 🇳🇿 I’ve spent decades watching aerospace and defence cycles rotate in and out of favour, and true regime shifts are rare. What’s unfolding in $RKLB is one of them. This is no longer a launch narrative trading on aspiration. The market is now treating Rocket Lab as a vertically integrated defence space manufacturer with durable, government-backed revenue and long-runway optionality across spacecraft, launch, and constellation services. The catalyst was decisive

$Rocket Lab USA, Inc.(RKLB)$  $Tesla Motors(TSLA)$  $AST SpaceMobile, Inc.(ASTS)$  This is not a debate about technological superiority. It’s a debate about arithmetic, scale, and probability. Who is more likely to 10X first? SpaceX $1.5T ➡️ $15T or Rocket Lab $RKLB $40B ➡️ $400B 🧩 Clearing the emotional noise before the analysis begins Yes, SpaceX is the most advanced company in the space industry today. That dominance is precisely why $RKLB trades at roughly 3% of SpaceX’s valuation. Yes, Elon Musk is a generational innovator who consistently pushes the bounda

Rocket Lab Target Raised to $90: Is This the "Nvidia Moment" for Space? 🚀 The new price target is out, and the message is clear: The market is finally pricing Rocket Lab ($RKLB) as a space infrastructure prime, not just a speculative startup. Needham analyst Ryan Koontz just reiterated a Buy rating and aggressively raised the price target from $63 to $90. With the stock currently trading at $76.68, we are standing at a critical juncture. The chart is hot, the narrative is expanding, and investors are asking: Is the easy money already made, or is the run to triple digits inevitable? Here is the deep dive on why this upgrade changes the thesis and how to trade the setup. 1️⃣ The "Plan B" Premium: Why Funds Are Chasing To understand the valuation, you have to look beyond the rockets. The prim

When I look at Rocket Lab, I do see a credible and increasingly important player in the space launch ecosystem, especially as global demand for launch capacity continues to grow. The company has executed well in smallsat launches with Electron and has built a meaningful space systems business, which gives it more diversified revenue than many pure-launch startups. The Neutron rocket, if delivered on time and within budget, could materially expand Rocket Lab's addressable market and justify some of the recent bullish analyst targets. That said, I'm more cautious about the $90 price target in the near term. Neutron remains the key swing factor, and until we see clear technical milestones and commercial contracts translating into recurring cash flow, expectations may be running ahead of funda

$Tesla Motors(TSLA)$ Rocket Lab is firing on all cylinders, carving out a niche as SpaceX's nimble rival with relentless launch cadence and bold expansions that have investors buzzing. 😎 As of December 24, 2025, RKLB shares hit $25.74, up 10% in a single session after clinching an $816 million satellite deal with the U.S. Space Development Agency, pushing its backlog to $1.2 billion and cementing its role in defense space tech. The company's Electron rocket has nailed 20 successful launches this year, a record that outpaces expectations and positions it as a go-to for small-payload missions amid surging demand from satellites and constellations. But the real game-changer looms: the reusable Neutron rocket, now delayed to 2026 for final tweaks, pro

$AST SpaceMobile, Inc.(ASTS)$ $D-Wave Quantum Inc.(QBTS)$ 🧠 I’m watching positioning break before price, not the other way around I’m running my short squeeze screener and what stands out is not sentiment, it’s imbalance. These are names with double-digit short interest, average short prices far below spot, and in several cases rising short interest even as price trends higher. That is not bearish conviction, that is structural stress. When momentum asserts itself, exits stop being optional. 🌍 I’m tracking where shorts are most exposed across my top 10 Crowded shorts under pressure right now include: $QBTS $RKLB $ASTS $LITE $GRAL $ARWR $GH $SATS $RGTI Across this basket, shorts are deeply underwater, real

🌟🌟🌟Is $Rocket Lab USA, Inc.(RKLB)$ a serious challenger to SpaceX?  I believe that Rocket Lab is quickly becoming the investable alternative that Wall Street has been dreaming of.  While SpaceX is a massive private behemoth, Rocket Lab is publicly traded and executing flawlessly.  RKLB's share price is up a whopping 183% year todate, like a rocket to the moon! Needham's USD 90 Target : Bullish or Myth? Needham analyst Ryan Koontz is bullish on Rocket Lab with a Price Target of USD 90.  His thesis is built on solid quantifiable catalysts that are aligning for a stellar 2026 for Rocket Lab: 1. The Big Win -The SDA Contract:  The record breaking USD 805 million contract win from the US Spac

From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change. Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  stands out to me because of execution, not hype. Completing 21 flawless launches in 2025 proves operational reliability, which is the true currency in this industry. The $816 million Space Development Agency contract is especially important—not just for revenue, but for credibility. It