Mark Hoogeveen

@SpacBobby You missed the best one - TSAT!!

My top 5 space/defense companies to own for the next decade: 1) $RKLB - End to end space company encompassing launch, payloads, radio, solar, and infrastructure builds. Has transitioned from a small rocket company into a tier-one defense prime contractor with involvement in the SDA Tranche 3, hypersonics and Golden Dome. Their Geost, SolAero and the yet to be closed Mynaric aquisition complete the 'innards" of building defense satellites in-house. The upcoming Neutron rocket was specifically designed to meet the requirements of the U.S. Space Force's NSSL Phase Lane 1 program which allows them to compete directly dor the most sensitive and lucrative "national security" launches. ✅ 2) $ASTS - First space based mobile broadband network with applications across 5G, radar, sensing, IoT, navigation, defense. Resilient SATCOM, Blue Force Tracking, Emergency Response. The launch of AST SpaceMobile USA which is specifically structured to meet the security clearances and regulatory requirements of the DoD. Recently awarded a $30M SDA prime contract under the HALO Europa program specifically for AST's salellites to communicate directly to unmodified military radios. Only one of 2 companies in the US with full commercial authorization for D2D space based broadband satellite. ✅ 3) $PL - Designs, builds and operates one of the largest fleets of Earth observation satellites serving defence, AI, gov’t, energy, tech sectors. Planet Labs has recently transitioned from a high-growth "SPAC-era" story into a fundamentally stronger, profitable infrastructure play. As of late March 2026, the company is being referred to by analysts as the "Bloomberg of Earth Data" due to its massive, searchable archive of the planet’s surface. ✅ 4) $MDA - Provides the infrastructure/expertise for space exploration and satellite communications. Serves nearly every sector of the expanding space economy. In 2025, MDA launched 49th North, a dedicated defense business unit. This positions the company to capture the surge in "dual-use" space spending (missions that serve both civilian and military purposes), particularly in missile defense and secure sovereign communications. ✅ 5) $TER - Designs, develops and manufactures automated test equipment and advanced robotics systems. It is also now the critical quality gate for the AI hardware explosion. ✅

@InvestWithJorge You missed TSAT.

Top 5 Rocket Launch Companies 2026 The leaders blasting payloads — and soon humans and data centers — into orbit at record pace, powering the new space economy. 1. United Launch Alliance (ULA) $BA · $LMT Boeing + Lockheed Martin joint venture; reliable heavy-lift for government and commercial payloads. Key Rocket: Vulcan Centaur 2. Rocket Lab $RKLB Small-to-medium launch specialist with high cadence; expanding to medium-lift Neutron for larger constellations. Key Rocket: Electron / Neutron 3. Blue Origin Jeff Bezos-backed reusable rocket developer focused on New Glenn for heavy-lift commercial and national security missions. Key Rocket: New Glenn (private) 4. SpaceX $X Dominant global leader with reusable rockets; Starlink constellation + upcoming Starship for massive cargo/human missions. Key Rocket: Falcon 9 / Starship (private, IPO expected) 5. Arianespace (Europe) Leading European launcher with Vega and Ariane series for commercial and institutional missions. Key Rocket: Ariane 6 / Vega-C (public via parents: Airbus, etc.) These companies are the backbone of the exploding space economy — from satellite mega-constellations and AI orbital data centers to future Moon/Mars missions.

@StockSavvyShay You missed TSAT!!

SPACEX ECOSYSTEM CHEAT SHEET A ~$1.5T SpaceX valuation forces the market to start pricing the full connectivity, infrastructure & supply chain layer tied to the space economy: Launch & Space Infrastructure • $RKLB builds launch vehicles, spacecraft systems and orbital infra with a ~$1.9B backlog, 87 missions completed, Mynaric bringing laser comms in-house and FY2026 guidance of ~$885M making it the most complete vertically integrated small launch platform outside of SpaceX. • $FLY completed the first successful commercial Moon landing, grew FY2025 revenue 163% to ~$160M, is guiding to ~$440M in FY2026 revenue and has a ~$1.4B backlog while $NVDA & SciTec’s lunar AI module partnership expands the story beyond launch into space data and AI infrastructure. Direct-to-Device & Communications • $TMUS is partnering with SpaceX on D2C through Starlink while $T & $VZ are backing AST as the competitive alternative. • $QCOM enables satellite-to-device connectivity through modem & RF integration across both the Starlink-T-Mobile and AST carrier ecosystems. • $ASTS is building broadband directly to unmodified smartphones with FCC clearance for 223 additional satellites, 45+ MNO agreements, $1B+ in contracted revenue, $65M in $VZ prepayments & BlueBird 8–10 ready to ship within 30 days. Partners & Commercial Integration • $SATS provides spectrum access & satellite communications infrastructure through assets tied to SpaceX’s spectrum push. • $PL delivers geospatial intelligence with launches tied to SpaceX while defense & intelligence growth across NATO, NRO, NASA & the Missile Defense Agency validates Planet as a serious defense intelligence asset. • $AMZN is shifting from competitor to partner across satellite and cloud layers through Amazon Leo, Globalstar assets & massive AWS AI infrastructure commitments with the broader SpaceX/xAI ecosystem running on the same generation of compute demand.

@RealJGBanks You missed TSAT!!

WHEN SPACEX IPOs, THESE ARE THE STOCKS THE MARKET WILL CHASE NEXT: Launch + Spacecraft • $RKLB - rockets + satellites • $LUNR - moon landers • $RDW - spacecraft parts • $YSS - satellite buses • $VOYG - space infrastructure • $FLY - launch + lunar missions Satellite Internet + Space Data • $ASTS - satellite-to-phone internet • $IRDM - global satellite network • $PL - Earth observation leader • $BKSY - defense + satellite imagery • $SPIR - weather + maritime data • $AMZN - Project Kuiper Critical Materials • $MP - rare earths • $AA - aluminum • $FCX - copper • $TECK - critical minerals Space Materials • $ATI - titanium + alloys • $HXL - carbon fiber • $PKE - aerospace composites • $CRS - rocket engine metals • $GLW - optics + specialty glass • $MTRN - precision aerospace materials Space Chips + Optics • $LITE - optical networking • $COHR - lasers • $AAOI - optical transceivers • $QRVO - RF chips • $ADI - analog chips • $STM - guidance chips • $AVGO - networking chips • $NVDA - AI compute economy

@RealJGBanks You missed TSAT!

MY HIGH GROWTH WATCHLIST RIGHT NOW: AI Infrastructure $NBIS - AI cloud / compute $IREN - HPC $CIFR - HPC AI Optics $AAOI - AI networking $AEHR - photonics $LITE - optics leader Space $RKLB - launch infrastructure $LUNR - lunar play $ASTS - satellite-to-phone $PL - satellite data AI Power $OKLO - microreactors $SMR - nuclear buildout Defense / Drones $ONDS - autonomous drones $AVAV - military drones $KTOS - autonomous aircraft Retail / Crypto $HOOD - retail investing boom $COIN - crypto adoption $SOFI - Fintech

@StockSavvyShay You missed TSAT!

BUILDING THE INFRASTRUCTURE OF TOMORROW 1. $RKLB building the vertically integrated logistics layer of the space economy through launch vehicles, spacecraft buses, satellite components & propulsion systems backed by a $1.8B backlog & a growing government manifest. 2. $ASTS building the communications layer that connects directly to standard smartphones with BlueBird 7 set to launch April 19 & more than $1B in contracted revenue commitments already in place. 3. $OKLO building the “local nuclear plant” for the AI economy through its Aurora microreactor with $META targeting up to 1.2 GW in Ohio & federal momentum around advanced nuclear continuing to build. 4. $ONDS building the autonomous defense stack across drone communications, counter-drone systems, robotics & secure ISR networks with FY2026 revenue guided to $375M. 5. $IONQ building quantum as the overflow compute layer for problems classical silicon cannot solve with native availability on $AMZN AWS, $MSFT Azure & $GOOGL Cloud plus a recent $54M AFRL contract for quantum networking research. 6. $PL building the real-time geospatial intelligence layer from orbit with a $900M growing backlog & expanding traction across NATO & U.S. government programs. 7. $NBIS building sovereign AI compute infra outside the hyperscaler stack with $46B in contracted AI infra deals, a $2B $NVDA strategic investment & connected data center capacity guided to 900 MW by the end of 2026.

@bdinvestingg You missed TSAT!

Top Space stocks for 2026 - Space X IPO $RKLB — Builds rockets + satellites end-to-end. The only real SpaceX alternative with actual revenue. $ASTS — Connects your existing phone directly to satellites. AT&T & Google are already in. $FLY — Defense + lunar launch provider. NASA wants monthly Moon missions. Firefly captures that. $LUNR — The only public company actually landing on the Moon. $4.8B in contracts.

@StockSavvyShay You missed something obvious - TSAT

SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure

@alexbward Never going to happen. Just posturing by the US.

At least 3 congressional Republicans—including chairs of House and Senate Armed Services—are hinting strongly that a ground operation in Iran is planned and could potentially be underway soon

@KobeissiLetter Maybe not incredible as OPEC has a lot of spare capacity.

Truly incredible: Oil prices have completely erased ALL overnight gains and turned red. Some of Iran’s largest oil and gas facilities are shut down and destroyed. Yet, oil prices are falling. What does the market know here?

@MasterPandaWu Surprised you still bother posting anything.

I AM BACK---WOW, DOUBLED AGAIN!!!! All the positions you see here were BOUGHT before I went to bed. The market dropped afterwards. No kidding--you don't need to hold big positions overnight, you just have to be nimble and brave. You are welcome!

@MasterPandaWu Wish I had been long for the past 2 weeks. Would have actually made some money.

To Subs: (1) new development from Swiss Talk altered the short-term roadmap; expect a gap-up to test 5760-70 zone, the DMA 200 &100 level resistance. (2) remember the normal high for the rebound phase would aim at 70% range, roughly 5760. Over it, bearish count needs revision.

@KobeissiLetter Wow, what a rally!

Sentiment is shifting: The Fear & Greed Index is now up +44 points from its recent low to 48, Neutral. The S&P 500 is currently up +800 points from its April 7th low. That's +17% in 18 trading days for an average of +$400 billion in market cap PER trading day. Sentiment is everything in this market.

@MasterPandaWu Master Wu has been good but hard to be right all the time.

BUYING BACK ALL SHORT POSITIONS AT 5580--SUCH A GREAT ENTRY!

@KobeissiLetter It will take more than 1 term to completely destroy the US economy.

President Trump is now officially selling a “Trump 2028” hat, in the first sign of Trump wanting to run for a 3rd term.

@MasterPandaWu Interesting. Missed the call to go long.

If you, like other commenters, don't see what I see and don't know what I am talking about, better shut up. I flipped long (exited all shorts and bought calls the moment I realized there is something wrong) as a pro and am profitable now. Just want to give amateurs a head-up.

@mindbend360 @MasterPandaWu Had the same question

@MasterPandaWu High point as in get out of puts at open or high of the week in price ?

🐼😎👌holding some of my PUTS over the long weekend, as I noted. 1, for those who are worried about my position, let me assure you that they are fine, and look like in deep green at the open. 2, the gap down open may be a high point, not only for today, but also for the week.

@KobeissiLetter Gold?

BREAKING: US stock market futures officially open lower after the 3-day weekend.

@MasterPandaWu Just curious which puts you bought to short the market. Thx.

Yes, Reloaded Short at Close: (1) the intra-day rebound was stronger than I expected, as the opening plunge went deeper too. (2) all in all, no material change to the downward structure--see the oval-shaped capsule--SPX just got back to the middle-line. (3) EOQ window-dressing👌

@XtractPlatform @XclusiveTrading Is there a way to do a trial of your trading system?