Jeff James

@cryptorover Other nations don't have a glue-bucket Senate, that's why they're winning!

🇺🇸 SENATOR LUMMIS: ''Without the Clarity Act, other nations will fill that vacuum & write rules that may never align with American values or interests.''

@cryptorover Good for 12 hours, it's almost bedtime there!

💥BREAKING: 🇮🇱🇱🇧 Trump says Israel will not attack Hezbollah and Hezbollah will not attack Israel. He also says Israeli troops heading toward Beirut have already been turned back.

@cryptorover You know it!

🚨 BIG WARNING: SPACEX INSIDERS MAY DUMP SHARES ON RETAIL FROM DAY 1. SpaceX reportedly plans to reserve up to 5% of IPO shares for employees and executives’ friends and family And those shares could have NO lock-up restrictions. That means this group could potentially sell immediately after listing while retail investors rush into one of the most hyped IPOs ever. SpaceX is targeting a valuation around $1.8 TRILLION which would instantly make it one of the largest public companies in the world. But the actual public float may be extremely small. At a $1.8T valuation with a $75-80B raise, only around 4-4.3% of total shares may trade publicly after listing. So the setup now looks like this: • Tiny float • Massive hype • Heavy retail demand • Insiders with immediate liquidity That creates a very aggressive supply demand imbalance from day one and the selling could be too much for the markets to absorb.

@cryptorover 🧨🧨🧨

BREAKING: 🇺🇸 Michael Saylor's Strategy SOLD BITCOIN. 32 $BTC for $2,500,000. But here's the fun part: Last time Strategy sold was December 2022. 704 $BTC for $11,800,000. Almost EXACTLY on the bear market bottom. I don't believe we've bottomed yet.

@randgroup Passive investing with ETFs is definitely safer than betting on one horse!

SpaceX goes public in 11 days at a $1.8 TRILLION valuation and most portfolios have zero space exposure. There are exactly 3 ETFs built for this sector: $NASA, $ORBX, and $UFO. Each one targets the space economy differently. I pulled apart all three so you know what you actually own. This is no longer a niche. And for most investors, the simplest way in is one of three ETFs built specifically for this sector. Each one approaches it differently. Here's what's inside. 🛰️ $NASA: TEMA SPACE INNOVATORS ETF The actively curated fund. Tema handpicks positions based on where they see the most innovation across the space economy. Top holdings: $RKLB 10.8%, $SPCX 10.2%, $PL 6.1%, $LUNR 5.9%, $FLY 5.5%, $ASTS 4.8%, $BKSY 4.1%. This is the most growth oriented of the three. Heavy on pure play names, lighter on legacy telecom and satellite operators. The SpaceX pre IPO allocation makes it unique. If you want concentrated exposure to the companies actually building next generation space infrastructure, this is the fund doing the most active work to identify them. 🌍 $ORBX: GLOBAL X SPACE TECH ETF The concentrated pure play fund. Top holdings: RKLB 21.8%, PL 11.2%, ASTS 8.7%, LUNR 6.0%, FLY 5.8%, $IRDM 5.3%, $VSAT 4.4%, $RDW 4.1%. Rocket Lab at 21.8% is more than double its weight in either of the other two funds. The top three holdings alone account for over 40%. If Rocket Lab has a great quarter, this ETF moves. If it stumbles, same thing. No legacy media. No tangential names. Every holding is directly tied to space operations, launch, or satellite technology. 🚀 $UFO: PROCURE SPACE ETF The revenue weighted, broader exposure play. Top holdings: RKLB 7.1%, PL 6.5%, VSAT 5.9%, FLY 4.9%, $MDA 4.8%, ASTS 4.8%, IRDM 4.6%, $SIRI 4.3%. More evenly distributed. Tilts toward companies with established revenue streams like Viasat and MDA Space, not just high growth pure plays. Also includes Sirius XM, which makes it the most diversified but the most diluted in terms of space purity. Less upside in a breakout. Less downside in a selloff. Now let me walk through the companies that show up across these funds. 🧠 FINAL THOUGHTS Each fund gives you a fundamentally different version of the space economy. Tema Space Innovators is the active conviction bet with pre IPO SpaceX exposure and concentrated growth names. Global X Space Tech is the aggressive pure play where your performance lives and dies with Rocket Lab, Planet Labs, and AST SpaceMobile. Procure Space ETF is the broadest, most diversified take with revenue weighted allocation and established operators in the mix. Across the sector: Rocket Lab's execution is in a different league. Intuitive Machines is quietly building one of the most impressive revenue trajectories in aerospace. AST SpaceMobile is pricing in a future that hasn't arrived yet. And the defense side is underappreciated. Golden Dome alone could be $1.2 trillion over 20 years, flowing directly to names like Rocket Lab, Redwire, and Viasat.

@randgroup Analysts are forecasting a copper deficit of 150,000 tonnes for 2026!

Copper just hit all time highs and almost nobody in your timeline is talking about it because it's not a tech stock with a ticker and a subreddit. Meanwhile every single AI data center, EV, wind turbine, and power grid upgrade on earth needs more of it than we can currently dig out of the ground. Don't sleep on it!

@cryptorover Why is the Senate wasting time nominating more judges? Bring the Clarity Act to the floor!

🚨 SAYLOR JUST NUKED THE MARKET. $90 MILLION worth of Bitcoin longs liquidated in the last hour after reports of Strategy selling BTC.

@annmarie Is it too late to book Britney for the Freedom 250 event? She could sing: Bullshit Me Baby One More Time!

“It is MUCH tougher for me to properly do my job and negotiate, when political hacks keep negatively ‘chirping’”

@WatcherGuru 🟠🟠🟠

JUST IN: Michael Saylor hints at buying more Bitcoin. "Working ₿etter."

@randgroup You might see the 52 week high on Day 1. No need to get FOMO on this one!

Every major IPO in history flagged a brief S&P500 correction. Considering the massive scale of the SpaceX IPO... what could happen next?

@WatcherGuru There's no real Senate business scheduled for next week June 1 - 5. Bring the Clarity Act to the floor!

JUST IN: 🇺🇸 SEC Chair Paul Atkins says he is confident Congress will pass crypto market structure legislation and President Trump will sign it into law.

@WatcherGuru What will he say tomorrow?

BREAKING: 🇺🇸🇮🇷 President Trump says naval blockade in the Strait of Hormuz is now lifted.

@WatcherGuru We live in a world of misinformation!

JUST IN: Elon Musk says reports that SpaceX lowered its IPO valuation target are "false."

@annmarie Would that fund be new money, or a pool of previously frozen assets?

NYT: Perhaps the most surprising, and apparently recent, addition to the agreement is a reference to an investment fund for Iran. The Iranian official and one diplomat put it at $300 billion, but other officials involved in mediation would not confirm the amount. nytimes.com/2026/05/28/wor…

@lisaabramowicz1 @FerroTV @annmarie "Weeks away" is a red flag!

Chevron's Mike Wirth said we're weeks away from oil shortages. He sees US gasoline prices potentially rising considerably in the next two months. Listening to market strategists and then talking to commodity producers is an exercise in cognitive dissonance. @ferrotv @annmarie

@WatcherGuru 🧨

JUST IN: Jeff Bezos's Blue Origin New Glenn rocket explodes during a static-fire test.

@annmarie That will become the new inflation-adjusted quarter!

Washington Post: Trump administration officials have pressed the office responsible for printing the nation’s money to design a $250 bill featuring the president’s portrait, according to four current and former employees, in what would be the first appearance of a living person on U.S. currency in more than 150 years.

@randgroup The space sector will develop a circular financing loop similar to the AI ecosystem!

I mapped 25 public companies across 5 sectors of the Space economy: rockets, satellites, earth observation, lunar exploration and defense. SpaceX IPOs in weeks at $1.75 TRILLION and most people have zero exposure to the sector it's about to reprice. 🧵 Full breakdown below: 🛰️ LAUNCH & ACCESS The foundation layer. Nothing happens in space without getting there first. $RKLB : Rocket Lab The one I watch most closely in this sector. Q1 2026 hit a record $200M+ in revenue with a backlog over $2.2B. Electron is one of the most reliable small launch vehicles ever built (87 launches, 83 successes). But the real catalyst is Neutron, their medium lift rocket targeting megaconstellation deployment. First launch planned late 2026. Designed to compete with Falcon 9. Peter Beck has quietly built a vertically integrated space platform: rockets, satellite buses (Photon), spacecraft components, and now aiming for human spaceflight class capability. This isn't just a launch company anymore. $FLY : Firefly Aerospace IPO'd August 2025. Growing 40% quarter over quarter. Designs and manufactures launch vehicles, satellites, and lunar cargo spacecraft for Artemis missions. Very early in its public life, not profitable yet, but the growth rate is hard to ignore and the government contract pipeline gives long term visibility. SpaceX (expected $SPCX) Not yet public but about to be. Filed S1 on May 20, 2026. Expected to list on Nasdaq around June 12. Targeting $1.75T to $2T valuation. $18.7B in 2025 revenue with Starlink alone doing $11.4B. This is not just a rocket company. It's a global internet infrastructure monopoly being built from orbit. The IPO raise could hit $40B to $80B, shattering Saudi Aramco's record. When this lists, it re rates every single company on this map. Blue Origin (private, often paired with $BA) Jeff Bezos' rocket company. Still private. Developing New Glenn (medium to heavy lift) and Blue Moon lunar lander for NASA's Artemis program. Now launching AST SpaceMobile's BlueBird satellites, which tells you they're becoming a serious commercial launch provider. Watch for a potential public listing down the road. $LDOS : Leidos The quiet giant. One of the largest US defense and IT services contractors with deep space integration capabilities. Mission systems, satellite ground infrastructure, cybersecurity for space assets. Not a pure space play but they touch nearly every government space program. The kind of name nobody talks about that keeps showing up in every contract announcement. 📡 SATELLITE COMMS This is where revenue is scaling fastest. Connecting the planet from orbit. And personally I think this subsector is the most investable part of space right now because the business models most resemble traditional recurring revenue. $ASTS : AST SpaceMobile The most ambitious play on this entire map. Building the first space based cellular broadband network that connects directly to unmodified smartphones. No dish. No special hardware. Your regular phone picks up signal from satellites. Partners include AT&T, Verizon, Vodafone, Rakuten, and Google. FCC just authorized commercial SpaceMobile service in the US. BlueBird 6, the largest commercial comms array ever deployed in LEO, successfully launched. Sitting on ~$3.5B cash and over $1.2B in contracted revenue commitments. This is either a generational infrastructure buildout or the most expensive bet in telecom history. The partner list tells me it's the former. $VSAT : Viasat. Legacy satellite broadband Airlines, military, maritime, enterprise. Facing Starlink competitive pressure but the defense angle is the real floor here. Government contracts provide stability that pure commercial satellite plays don't have. Not the sexiest name on this list but the kind of stock that holds up when the speculative ones get cut in half. $IRDM : Iridium Communications Operates the only satellite constellation providing truly global voice and data coverage, including the poles. 66 cross linked LEO satellites. Critical for maritime, aviation, government, and IoT. Extremely sticky revenue, high margins, constellation fully refreshed with Iridium NEXT. One of the most underappreciated cash flow machines in the space sector. Not flashy. Just prints. If I had to own one space stock for a decade and not touch it, this would be near the top of the list. $GSAT : Globalstar Became a much bigger story after Apple selected them to power the iPhone Emergency SOS via satellite feature. Apple invested heavily and Globalstar is building next gen satellites to expand the partnership. The Apple relationship alone makes this a completely different risk profile than most small cap space names. Effectively a satellite infrastructure play with the most valuable company on Earth as your anchor customer. $SATS : EchoStar / Inmarsat Operates one of the broadest geostationary satellite fleets globally. Maritime, aviation, government, enterprise connectivity. Large legacy business generating real cash flow while positioning for next gen services. The kind of mature operator that the market ignores during hype cycles and then remembers when it wants quality. 🌍 EARTH OBS & DATA The intelligence layer. Imaging the planet daily and turning raw pixels into actionable decisions. $PL : Planet Labs The largest fleet of Earth observation satellites ever deployed. Daily imaging of the entire planet's landmass. Feeds agriculture, forestry, defense, insurance, and climate monitoring. Planet is the "data layer" of the space economy. If you believe Earth observation becomes as essential as GPS (and I do), Planet is the company best positioned to own that layer at scale. $BKSY : BlackSky Technology Real time geospatial intelligence. The play here is AI powered analytics layered on satellite imagery. Where Planet goes wide (image everything daily), BlackSky goes deep (real time intelligence for specific targets). Heavy defense and intel community customer base. Smaller but differentiated. $SPIR : Spire Global Satellite powered data analytics via a constellation of nanosatellites collecting weather, maritime, and aviation data. Business model is data as a service: they sell the analytics, not the hardware. Weather forecasting, ship tracking, supply chain intelligence. Interesting because unit economics improve with every satellite added to the constellation. $TRMB : Trimble Positioning, modeling, and data analytics across construction, agriculture, transportation, and geospatial workflows. Not a pure space company but deeply dependent on satellite positioning systems and increasingly integrating space based data into precision applications. Massive installed base. Real earnings. The boring but profitable way to play the space data theme. $GILT : Gilat Satellite Networks Ground segment technology: VSATs, amplifiers, modems, and managed network services. Israeli company with deep defense relationships. Every satellite constellation needs ground infrastructure to function. Gilat builds that infrastructure. Under the radar but essential. 🌙 EXPLORATION & ON ORBIT The frontier. Lunar missions, space manufacturing, orbital services, asteroid mining. The highest risk and highest potential upside tier on this map. $LUNR : Intuitive Machines This one has been on a tear. Revenue nearly tripled year over year in Q1 2026 after closing the $800M Lanteris acquisition in January. Now expanding into satellite comms, orbital data processing, and deep space networking. Participating in the Space Force Andromeda program with a $6.2B ceiling. Also acquiring Goonhilly Earth Station. Went from "cool lunar lander startup" to vertically integrated space infrastructure company in about 12 months. The acquisition strategy is aggressive but so far the revenue is backing it up. $RDW : Redwire Space infrastructure and on orbit manufacturing. Revenue growing nearly 60% YoY with a record backlog approaching half a billion. Makes solar arrays, structures, sensors, and is pioneering manufacturing in microgravity. If the thesis that zero gravity unlocks materials impossible to create on Earth proves out, Redwire is the picks and shovels company for that entire category. $KTOS : Kratos Defense & Security Solutions Unmanned systems, satellite communications ground systems, cybersecurity, and hypersonic drone development. Their space division builds command and control infrastructure for satellite operations. The intersection of space and autonomous defense systems is exactly where government budgets are accelerating fastest. $BWXT : BWX Technologies Nuclear technology for defense and space. Provides nuclear propulsion and power systems for NASA and DoD. Nuclear thermal propulsion is considered essential for deep space missions to Mars and beyond. If humanity goes to Mars, BWXT technology is very likely on that spacecraft. Long term thesis but anchored by near term defense nuclear revenue that makes the wait very comfortable. $ATRO : AstroForge The asteroid mining company. Pre revenue. High risk, true moonshot category. The thesis: asteroids contain platinum group metals worth trillions. AstroForge is building spacecraft to go extract them. Most people will dismiss this as science fiction. Fair enough. But every transformative sector had a moment where it sounded like science fiction, and the people who mapped it early were the ones who captured the asymmetry. 🛡️ DEFENSE PRIMES The trillion dollar backbone. When governments write space checks, these are the companies cashing them. Real revenue. Real earnings. Real dividends. The stability layer of the space economy. $LMT : Lockheed Martin Largest defense contractor on Earth. Space division builds GPS satellites, missile defense systems, Orion spacecraft (Artemis), hypersonic systems. Won the next gen missile warning satellite program. When the US government needs something in orbit, Lockheed is usually the first call. $NOC : Northrop Grumman Built the James Webb Space Telescope. Makes solid rocket boosters for nearly every US launch vehicle. Operates Cygnus cargo spacecraft for ISS resupply. Deep, long duration government contracts with decades of visibility. $RTX : RTX (formerly Raytheon Technologies) Missile defense, radar, satellite payloads, communications systems. Pratt & Whitney builds rocket engines. Collins Aerospace provides spacecraft avionics. The merger created a space/defense conglomerate that touches virtually every program in existence. $LHX : L3Harris Technologies Space and airborne systems. Satellite payloads, ground terminals, electro optical sensors, communication systems for classified programs. Key contractor on the Space Development Agency's proliferated LEO constellation for missile tracking. Growing rapidly as "space as a warfighting domain" becomes official Pentagon doctrine. $GD : General Dynamics Submarines, combat vehicles, IT services, and space. GDIT division provides mission critical IT infrastructure for space operations, ground segment systems, and satellite data processing. Not the flashiest space exposure but deeply embedded in the classified programs that quietly fund this entire sector. 📊 THE ETF PLAY $NASA : Tema Space Innovators ETF Launched March 31, 2026. Actively managed, 20 to 40 holdings. And the real differentiator: direct pre IPO exposure to SpaceX through an SPV, something retail investors literally cannot access anywhere else. If you want one click space economy exposure with SpaceX embedded, this is it. 🧠 FINAL THOUGHTS Five sectors. 25 companies. The full stack of the space economy. SpaceX targeting $1.75T+ at IPO. When it lists, it becomes the gravitational center of this entire map. Every supplier, every competitor, every adjacent company gets re rated. The Arm IPO repriced chip IP in 2023. The SpaceX IPO reprices space. What stands out to me looking at this map: The pure plays (Rocket Lab, AST SpaceMobile, Intuitive Machines, Redwire) are where the growth is. Revenue doubling and tripling year over year. But these carry higher risk and most are still unprofitable. The defense primes (Lockheed, Northrop, RTX, L3Harris, General Dynamics) are where the stability is. Real earnings, dividends, and space as a growing share of revenue. Lower upside but much lower downside. The satellite comms layer (Iridium, Globalstar, AST SpaceMobile) is where the business models are proving out fastest. Recurring subscription revenue from connectivity. This part of space most resembles a traditional business. I'm not saying buy everything on this list. I'm saying map it. Understand the layers. Know which companies have real revenue versus aspirational roadmaps. Know where the government contracts are versus the commercial bets. This sector is where AI stocks were before ChatGPT made everyone a believer. The difference is the space crowd hasn't had its catalyst moment yet. The SpaceX IPO might be exactly that. The people who already mapped the landscape will move first.

@_Crypto_Barbie @WatcherGuru That's funny!

@WatcherGuru Glad that he’s gone 🙏🏼

JUST IN: 🇺🇸 President Trump says former SEC Chair Gary Gensler "nearly destroyed the American crypto industry." "We will codify a future-proof digital asset market structure that cannot be undone by crypto haters."

@WatcherGuru Tokenization is the new operating system for money!

JUST IN: Bank for International Settlements finds tokenized central bank money and bank deposits can make global payments faster and safer.