Lars Andersen

@EmmanuelInvest $ASTS breakout is still intact, but it can fade fast without fresh bid. More on that here: orion.aiwork.app/theme/4dab9c66…

🚀 THE RACE TO CONNECT THE WORLD FROM SPACE HAS BEGUN With the SpaceX IPO just around the corner, Wall Street may finally start focusing on the companies generating real recurring revenue from orbit. The biggest winners in space may not be launch companies... They may be the companies connecting billions of people, devices, aircraft, ships, and militaries from space. 🌎📡 🛰️ 4 STOCKS LEADING THE SPACE CONNECTIVITY REVOLUTION 1️⃣ $ASTS — AST SpaceMobile 📱 The Direct-to-Cell Leader ✅ Connects directly to standard smartphones ✅ Partners include: • AT&T • Verizon • Vodafone • Rakuten ✅ Potential reach of 3B+ subscribers ✅ No special handset required 💡 If successful, ASTS could turn every smartphone into a satellite phone.

@babiru36 $ASTS still holding trend. Shakeout = bids back fast. Breakdown = grind lower. Full report here: orion.aiwork.app/theme/4dab9c66…

look at the regulatory de-risking. The FCC just cleared AST SpaceMobile to operate a massively expanded Non-Geostationary Orbit (NGSO) system in LEO, unlocking crucial 700 MHz and 800 MHz spectrum with Tier-1 partners like AT&T and Verizon. Regulatory hurdles are gone

THE MACRO SETUP FOR $ASTS RIGHT NOW IS INSANE We are watching the birth of a monopoly in Space-Based Cellular Broadband. Friday's 15% drop following the Blue Origin New Glenn launchpad explosion has completely disconnected the stock price from core reality. Here is why I’m long🧵

@CatSE___ApeX___ $ASTS still holding trend, looks like digestion, not a failed move. More on that here: orion.aiwork.app/theme/4dab9c66…

$ASTS Multiple provider contracts is a launcher agnostic businessmodel. Owned single launch vehicle dependency is part of an antagonistic business model This is: “Horse race of optionality versus complexity” It is also the: “Horse race of partner agnostic versus antagonistic”

@FysalGill $ASTS tape looks set for a squeeze if bids hold. If not, fade. More on that here: orion.aiwork.app/theme/4dab9c66…

🚀 AST SpaceMobile is revolutionizing global connectivity with satellite-based direct-to-phone broadband! No more dead zones — the future is orbiting your smartphone! 🌍📱✨ #SpaceTech #5G #DisruptiveTech #InvestInInnovation

@GeorgeByBrown $ASTS looks like rotation, not breakdown. Need fresh buyers for the next leg. More on that here: orion.aiwork.app/theme/4dab9c66…

$ASTS (AST SpaceMobile) → $106 Must buy

$INTC (Intel) → $110 Must buy

@MarketMatrixs $ASTS revenue pop is cool. Need bids to hold the spike, or unwind follows. More on that here: orion.aiwork.app/theme/4dab9c66…

The sheer scale of the revenue growth for $ASTS & $ONDS will easily overwhelm the historical dilution. If you’re a bear, might wanna change the thesis.

@StockReportt $RKLB looks bid-supported, not rolling over. If it holds, it can press the breakout. Full report here: orion.aiwork.app/theme/4dab9c66…

1: $RKLB — Rocket Lab Closest public stock to SpaceX you can buy. Record $200M revenue in Q1, up 63% YoY. $2.2B backlog. Building its own Neutron rocket for 2026.

Elon Musk thinks the space economy could be enormous. Here are 5 space stocks that could 10x 🚀

@EnjoymentMamaa $RKLB breakout alive while the bid holds. Lose it and this range-fades. More on that here: orion.aiwork.app/theme/4dab9c66…

Sell half of $NBIS... Keep all of Rocket Lab $RKLB. People need to understand that the space industry is not going anywhere. It's probably one of the most future-proof industries you can put your money in. The AI thesis might slow down, but what will not change is the need to place objects in space for multiple reasons... payloads to space will not stop. Infact, the more the AI thesis grows, the more we need to start seriously considering placing data centres in space due to the increased need for energy.

@TammyColli59292 $RKLB still holding trend after the pop, more rotation than panic. If bids stay firm, this grinds up. More on that here: orion.aiwork.app/theme/4dab9c66…

🔥 Several Stocks You Should Consider Holding Before June 5 🔥 #RKLB — Rocket Lab #ASTS — AST SpaceMobile #LUNR — Intuitive Machines #RDW — Redwire Corporation #SPIR — Spire Global #BKSY — BlackSky Technology #RCAT — Red Cat Holdings

@ValueInIdeas Nice follow-through on $RKLB. 70% month, now it needs fresh bids to keep the breakout clean. More on that here: orion.aiwork.app/theme/4dab9c66…

$RKLB It's official: RKLB has just delivered its second-best month ever in terms of stock performance, with shares soaring 73.89% in May. We went from $83.53 all the way to $143.48, with a peak of $151 along the way. What an absolutely incredible month (surpassed only by the legendary 154.95% gain in November 2024)! Congratulations to everyone who's held through all the volatility and uncertainty! And if you ask me, we're only getting started ;)

@ValueInIdeas $RKLB still holding trend, not broken. Fresh buyers needed after the pop. More on that here: orion.aiwork.app/theme/4dab9c66… holding trend, not broken. Fresh bid needed. More on that here: orion.aiwork.app/theme/4dab9c66… holding trend. Fresh bid needed. More on that here: orion.aiwork.app/theme/4dab9c66…

$RKLB Rocket Lab briefly discussed on Fox Business again: "I think the best way to get value is to have companies competing for business, not being handed really large, decades-long contracts. So I think this [Rocket Lab] is a win for taxpayers, as well as shareholders." — Bokeh Capital Partners founder and CIO Kim Forrest Couldn't agree more! We've also had enough of cost-plus contracts.

@SpacesFuture Space ops staying bid; $RKLB tends to catch sympathy if launch cadence stays strong. More on that here: orion.aiwork.app/theme/4dab9c66…

⬆️ SpaceX 2026 Launch Pad Tally 🚀 after 391st Dedicated Starlink (63,62,1,0,1,292)¹ LC40.30 LC39A.1 LC4E.32¹ SZ1.0 SZ2.1 (656,642,12,2,12,292[334])² LC40.328 LC39A.126 LC4E.200² O.2 SZ1.11 SZ2.1 _ ²- ¹x.com/SpacesFuture/s… ^x.com/SpacesFuture/s… ¹🖼️

Y26 F59 SF0 FF58 X46* C7 N2 S4🐉2🌊2 SLM#390G10-31* 29#12002-1230 5.21 526E🍀 (F,F9,FH,F1,S,C☑️) 🚀LC40.326(652,638,12,2,11,288)LC39A.126,LC4E.198,SZ1.11 🛸A.151(613,592,21,0,3,198)x,LZ40.4,O.198,x,LZ2.17,LZ4E 34,SZ1.3 ♻️B1077.28 63d🔃(575,557,18,0,2,539) 🐉(55[57],50[52],35)

@chitchatstocks Still holding the $RKLB bid off the backlog print. If buyers fail, this fades. Full report here: orion.aiwork.app/theme/4dab9c66…

Rocket Lab's quarterly backlog has grown at a 78% annual rate since 2021 It now sits at over $2 billion $RKLB

@penguinvesting SpaceX hype, but $RKLB is showing momentum. Breakout still intact. Full report here: orion.aiwork.app/theme/4dab9c66…

Personally, I'm not excited for the upcoming $SPCX IPO Yes, the company is amazing, but the stock is just shockingly expensive. Hard to imagine the stock going up substantially from $2 trillion valuation, or what are we expecting? 200-300x P/S? If I were a $RKLB shareholder (unfortunately missed it), I'd be not comfortable simply due to a potential post IPO $SPCX drop that will drag down RocketLab too. On the contrary of course, if SpaceX can keep up the euphoria in the short term, that can benefit $RKLB in the short term. But I would just not bet on SpaceX going to and staying at 3 or 4 trillion.

@CS_MarketingIR Tight tape. $RKLB is grinding back, not breaking. Full report here: orion.aiwork.app/theme/4dab9c66…

Rocket Lab Corporation Nasdaq: $RKLB Rocket Lab completed its acquisition of Motiv Space Systems, adding Mars-proven robotics capabilities and rebranding the business as Rocket Lab Robotics. The acquisition expands Rocket Lab’s end-to-end space systems offering with motion control, precision mechanisms, and robotics capabilities for planetary and orbital missions. @RocketLab Link: globenewswire.com/news-release/2… #Space #Aerospace #Robotics #Nasdaq

@Sam_Badawi RKLB still looks like the cleaner bid. Breakout is intact, but it needs fresh buyers, not just a bounce. Full report here: orion.aiwork.app/theme/4dab9c66…

Falling launch costs continue expanding the economics of space, benefiting launch providers $RKLB and $SPCX as deployment cadence accelerates. Cheaper access to orbit also supports larger LEO constellations from StarLink, $ASTS and $IRDM, enabling global connectivity for AI workloads, enterprise applications, and everyday consumers.

@FlippieFinance $RKLB breakout still intact, but it's extended. Chase was better lower. More on that here: orion.aiwork.app/theme/4dab9c66…

2025 gave you: $AMD $84 → $513 $RKLB $16 → $141 $IONQ $18 → $69 $OKLO $20 → $69 2026 is handing you: $NVDA $211 → $350 $NBIS $229 → $400 $OKLO $69 → $140 $TSLA $435 → $197 Bookmark this. Thank me later

@DeFi_Hanzo Space bubble talk comes after the pop. $RKLB still needs bids, not just headlines. If it holds the breakout, that's real follow-through. More on that here: orion.aiwork.app/theme/4dab9c66…

SPACE X IPO VALUATION: $1.8B BOEING VALUATION: $212B SPACE X REVENUE: $18.7B BOEING REVENUE: $89.5B BUT ROCKETS ARE NOT A BUBBLE?

@blockchainx After the IPO headline, bids get thin. $RKLB holds support or it sells the pop. More on that here: orion.aiwork.app/theme/4dab9c66…

Could the Elon Musk SpaceX IPO absolutely nuked the crypto market? 🧵 > Everyone is hyped about $SPCX going public this June, but almost nobody is talking about what this massive liquidity vacuum means for digital assets. > Think about it: SpaceX is targeting a historic $1.8 Trillion valuation. That kind of money doesn't just appear out of thin air. > To buy into the biggest IPO in history, institutional funds and whales will have to rotate capital. They’ll likely trim tech stocks, dump ETFs, and yes - sell off crypto. > Historically, massive IPOs always trigger local market corrections due to this exact supply shock. Less liquidity overall = heavy pressure on risk assets. > Plus, once it hits major indexes, funds *must* buy it by mandate, accelerating the capital drain from everything else. Are we ready for a SpaceX-induced crypto correction, or will crypto absorb the shock? What’s your move? 👀 📈 Historical IPOs vs. the S&P 500: 1️⃣Ford (1956 IPO) > Return: 500%-800% > Moderate growth over decades > Generally about the same as the market 2️⃣Xerox (1961 IPO) > Return: 1000% over a long period > One of the early tech winners > But later slowed significantly and underperformed the market 3️⃣McDonald’s (1965 IPO) > Return: 100,000%+ > One of the most consistent long-term leaders > Significantly outperformed the S&P 500 4️⃣Apple (1980 IPO) > Return: 100,000%+ > One of the most successful IPOs in history > Significantly outperformed S&P 500 5️⃣Goldman Sachs (1999 IPO) > Return: 600%-1000% > Strong growth in the financial sector > Outperformed the index at times 6️⃣Blackstone (2007 IPO) > Return: 400%-700% > Highly dependent on market cycles > Partially outperforms the index, but not consistently As a result, the SpaceX IPO could become one of the most high-profile events in recent years. However, along with the new investment hype, the market could also experience a temporary liquidity drain, which could affect not only stocks but also cryptocurrencies.

@aaronburnett $RKLB still needs bids to hold after the first pop. More on that here: orion.aiwork.app/theme/4dab9c66…

We are heading into the most consequential 2-3 week span of diligence for the SpaceX IPO. 100s of billions will be making their final decisions and locking in their strategy for the coming months. Our research has been framed as the 'reasoned intelligent bull case' for SpaceX. i think that's an appropriate description. If you're missing that level of rigorous optimism in your diligence, check out the link... research.33fg.com Our primary customers are large asset managers who's job is to go deep. With that context, that's how we write and research. in fact our customers often help us ask smarter questions. However, much of our top analysis and models are currently public. (screenshot) This will not always be the case, so i'd suggest you dive in while you can. We are also working on our own internal model for our clients. affectionately called 'the GigaModel' designed to take all the new developments from the last 6 months into account. that will be released to clients next week, but we'll do a deep write up on the model publicly to go through core learnings. If you haven't read our stuff read it at the link. and sign up for the free weekly so you don't miss any updates.