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#SpaceTech #VC #Investing
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Matej Pretković
479 posts
Matej Pretković
@CyclopSpaceTech
Space Tech Research | Startups | Investors | Go-to-Market | Companies Scaling | No financial advice
Bergabung Haziran 2025
22 Mengikuti35 Pengikut
Interest rates: ↓ — Economic stimulus
Currencies (safe havens): ↑ — Capital flight
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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
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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)
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Read more: cyclopspacetech.substack.com/p/rocket-lab-q…
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#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
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JUST IN: A look at space debris industry from commercial perspective
cyclopspacetech.substack.com/p/space-debris…
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Matej Pretković me-retweet
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
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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…
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Matej Pretković me-retweet
$ASTS
Current revenue guidance for the next few years.
That growth trajectory is insane.
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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…
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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.
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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.
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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.
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This technology could be a game-changer, bringing mobile coverage to remote and underserved areas where cell towers don’t reach.
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In December 2025, the company launched its largest satellite yet, BlueBird 6 at 2,400 square feet, shown below, its largest in the market.
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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.
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Matej Pretković me-retweet
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…
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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. ⬇️
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