The space shakeout flushed the tourists.
The space shakeout flushed the tourists.
$ASTS
dropped 15% on a rocket that wasn’t even theirs.
$RKLB
, the whole group got hit.
But the contracts didn’t change. The launches didn’t stop. The thesis didn’t move.
Shakeout over? Or just the discount before liftoff?
I know
The SPACE sector is moving. Here’s the FULL stack:
THE LAUNCH LEADER:
$RKLB – Neutron targeted late-2026, $2.2B backlog (+108% YoY)
THE DIRECT-TO-CELL PLAY:
$ASTS – 248-satellite FCC authorization, AT&T + Verizon partnerships
THE LUNAR MONOPOLY:
$LUNR – $1B 2026
