Frisbee
06-06
SpaceX is one of the few companies trying to build entirely new industries rather than compete in existing ones. Satellite internet, reusable rockets, and Mars exploration all offer enormous optionality. I’m bullish for the next decade. @deal2deal come join
SpaceX Posts Three-Day Win Streak; Rocket Lab Breaks Records, Falls 7% After-Hours?
SpaceX rose 4.23% Monday, extending a three-session rally post-lockup expiration as the sole standout in space stocks. Rocket Lab slipped 3.37% intraday and another 6.92% after-hours despite record quarterly revenue of $234M, up 62% year-over-year, as an EPS miss of -$0.08 overshadowed the beat — sellers called it 'record results, sinking stock.' AST SpaceMobile posted revenue of $31.5M with EPS of -$0.77, falling 4.42%. With the sector leader strengthening on positioning while second-tier names fail to be rewarded on earnings, has this space rally truly restarted?
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