Angehefteter Tweet
🚀 New posts every week.
Covering:
- Space tech research
- VC trends
- Big deals
- Investment insights
Follow for your weekly boost of deep space intelligence.
#SpaceTech #VC #Investing
English
Matej Pretković
479 posts
Matej Pretković
@CyclopSpaceTech
Space Tech Research | Startups | Investors | Go-to-Market | Companies Scaling | No financial advice
Beigetreten Haziran 2025
22 Folgt35 Follower
Interest rates: ↓ — Economic stimulus
Currencies (safe havens): ↑ — Capital flight
English
Geopolitical Crisis → Market Effects
Stocks: ↓ — Uncertainty
Volatility: ↑ — Risk
Commodities (oil, gas, gold): ↑ — Supply disruption
Food: ↑ — Export disruption
Gold: ↑ — Safe-haven demand
Defense stocks: ↑ — Military spending
Inflation: ↑ — Commodity shock
English
Iran tensions → market shifts.
Winners:
Defense (Lockheed Martin, Northrop Grumman, RTX Corporation, General Dynamics)
Missile defense (Elbit Systems, Rafael Advanced Defense Systems)
Space & satellites (Rocket Lab, Firefly Aerospace, SpaceX)
English
Read more: cyclopspacetech.substack.com/p/rocket-lab-q…
English
#RocketLab Q4 2025: record revenue, delayed Neutron, $1.85B backlog
What happened with #Neutron?
Why did a test tank fail in January?
How is the backlog shaping 2026–2028 revenue?
What’s driving growth in Space Systems vs. #Electron launches?
Read more in article below
English
JUST IN: A look at space debris industry from commercial perspective
cyclopspacetech.substack.com/p/space-debris…
English
Matej Pretković retweetet
Love how RKLB is seen by more and more people
Hope more companies will have effect like Rocket Lab
The Analyst@MMatters22596
4 great stocks with insane potential to hold for the long-term. 1. $RKLB The stock probably hasn't bottomed yet, but once it does, this will be biggest opportunity in the entire market. Long-term target: $193 2. $ZETA One of the most undervalued stocks in the entire market. SaaS crash hit this hard, despite low disruption risk. A sub 25 P/E is extremely low for a fast growing, highly profitable AI company. Long-term target: $66 3. $SOFI The best fintech play in the entire market in my opinion. Growth at insane pace + rising profit margins is a crazy combination. Long-term target: $50 4. $OSCR Has been consolidating for a while, but guidance for 2026 is absolutely crazy. And the stock is already undervalued right now. Long-term target: $45
English
Where is #space investment heading in 2026?
That's the question I asked myself when I started this article.
1) #Infrastructure
2) #Security and #Resilience
3) #Data-Driven Platforms
cyclopspacetech.substack.com/p/space-invest…
English
Matej Pretković retweetet
$ASTS
Current revenue guidance for the next few years.
That growth trajectory is insane.
English
We recently wrote article on this topic and find data centers in space quite interesting, will it be possible? Find out more in article:
cyclopspacetech.substack.com/p/top-5-emergi…
English
Right now, satellites send data back to Earth to be processed, which can slow things down. But companies are starting to build small #datacenters in space that can analyze data directly in #orbit. This means faster insights, lower energy use, and better security.
English
While AST SpaceMobile is actively scaling its network, the technology remains capital-intensive and operationally complex, and large industry players are closely eyeing this space. More details in analysis that will be published soon.
English
Many see #AST #SpaceMobile as a pioneer in direct-to-phone #connectivity, meaning no special hardware, apps, or terminals are needed - just a standard smartphone connecting directly to #satellites.
English
This technology could be a game-changer, bringing mobile coverage to remote and underserved areas where cell towers don’t reach.
English
In December 2025, the company launched its largest satellite yet, BlueBird 6 at 2,400 square feet, shown below, its largest in the market.
English
What was once framed as scientific exploration is rapidly evolving into a power contest, as Blue Origin, SpaceX, and NASA’s Artemis program double down on lunar expansion.
English
Matej Pretković retweetet
Here’s 2 clips from my conversation with Matej Pretković of @CyclopSpaceTech, discussing:
• Venture capital trends with regards to investing in space and
• Pharma in space
@KyleAdamsStocks @Mike10947310
skullsessions.video/p/investor-ins…
Maj Soueidan@majgeoinvesting
Skull Session #3: Investing in space stocks with Matej Pretković of the @CyclopSpaceTech Substack. • Data centers & pharma research in space • Infrastructure challenges in space • Separating hype from reality • How to think about high valuations skullsessions.video/p/investor-ins…
English
𝐒𝐩𝐚𝐜𝐞𝐗 𝐈𝐏𝐎 𝐚𝐧𝐝 𝐯𝐚𝐥𝐮𝐚𝐭𝐢𝐨𝐧 𝐬𝐡𝐨𝐰 𝐭𝐡𝐚𝐭 𝐢𝐭 𝐢𝐬 𝐦𝐮𝐜𝐡 𝐦𝐨𝐫𝐞 𝐭𝐡𝐚𝐧 𝐣𝐮𝐬𝐭 𝐚 𝐫𝐨𝐜𝐤𝐞𝐭 𝐜𝐨𝐦𝐩𝐚𝐧𝐲. It runs multiple business models.
Read the article below to explore SpaceX’s current position in more detail. ⬇️
English