大热板块中的二三线股票，表现往往好过冷门板块中的一线股票。
$IONQ $RGTI 于去年九月带领量子板块率先启动。随后该板块中存在感较低的股票也开始跟随大幅上涨，比如 $QUBT $LAES $QMCO
$MRVL $INTC 于今年三月底市场大跌后带领半导体板块反弹。随后该板块中业绩一般的股票也开始跟随大幅上涨，比如 $ON $NVTS $WOLF
近期 $RKLB 用一份几乎完美的 Q1 财报，配合 SpaceX 上市预期点燃的情绪面，带领太空板块率先启动。
如果这个逻辑继续成立，太空板块接下来值得重点关注的可能就不只是 $RKLB，而是整个板块的扩散机会。比如尚未充分启动的 $FLY $ASTS $LUNR
Sector before setup.
$IONQ $RGTI 于去年九月带领量子板块率先启动。随后该板块中存在感较低的股票也开始跟随大幅上涨，比如 $QUBT $LAES $QMCO
$MRVL $INTC 于今年三月底市场大跌后带领半导体板块反弹。随后该板块中业绩一般的股票也开始跟随大幅上涨，比如 $ON $NVTS $WOLF
近期 $RKLB 用一份几乎完美的 Q1 财报，配合 SpaceX 上市预期点燃的情绪面，带领太空板块率先启动。
如果这个逻辑继续成立，太空板块接下来值得重点关注的可能就不只是 $RKLB，而是整个板块的扩散机会。比如尚未充分启动的 $FLY $ASTS $LUNR
Sector before setup.
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美国太空军预计未来十年美国发射需求可能进入爆发式增长: 从2026年的175次增加至2036年的3000次。
$RKLB $FLY $YSS $RDW $LUNR $VOYG
Mottbox: The US Space Force projects a combined annual launch activity at Cape Canaveral + Vandenberg to increase from roughly 175 launches in 2025 to 3000 by 2036 - this does not include Wallops Flight Facility in Virginia which will also be ramping up launch activity over this time
$RKLB $FLY $YSS $RDW $LUNR $VOYG
Mottbox: The US Space Force projects a combined annual launch activity at Cape Canaveral + Vandenberg to increase from roughly 175 launches in 2025 to 3000 by 2036 - this does not include Wallops Flight Facility in Virginia which will also be ramping up launch activity over this time
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You’re paying a premium for prime leadership.
$RKLB $LUNR $FLY $PL
TraderGoku: 一个强势板块里从来不缺公司，缺的是 Prime Leadership。
That’s what separates $RKLB from the average space companies. @Peter_J_Beck
$RKLB $LUNR $FLY $PL
TraderGoku: 一个强势板块里从来不缺公司，缺的是 Prime Leadership。
That’s what separates $RKLB from the average space companies. @Peter_J_Beck
The space economy is getting its own Wall Street sector map now.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communications, sensors, launch.
This is how institutional money flows.
First the research. Then the allocation.
Then the retail crowd asks why these stocks moved.
The list includes the obvious names; $MP $RKLB $LITE $COHR $FLY $ASTS $PL and the less obvious ones; $RDM $TSAR $AME $APH.
The supply chain that makes both of them work; launch and satellite, are where the next upside tends to live.
-BP
This is not financial advice. Please do your own research.
Morgan Stanley just published a 60-stock list organized around the space economy; propulsion, alloys, communications, sensors, launch.
This is how institutional money flows.
First the research. Then the allocation.
Then the retail crowd asks why these stocks moved.
The list includes the obvious names; $MP $RKLB $LITE $COHR $FLY $ASTS $PL and the less obvious ones; $RDM $TSAR $AME $APH.
The supply chain that makes both of them work; launch and satellite, are where the next upside tends to live.
-BP
This is not financial advice. Please do your own research.
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Wall Street talks about the hyperscalers: $AMZN, $GOOG, $META, $MSFT. That is where the headlines are.
But the money flows through the supply chain. Capex is tracking above $1 trillion this year.
That is six times the level of 2022
Here is the full stack, sector by sector, of who actually gets paid:
Power Infrastructure:
$IREN, $CIFR, $NBIS, $WULF
The compute layer requires power first. These are the companies building and owning the megawatt-scale facilities that hyperscalers cannot build fast enough themselves.
Optical Networking:
$AAOI, $COHR, $LITE, $POET
GPU clusters are useless without the interconnects that move data between them at 800G and 1.6T speeds. This sector is capacity-constrained and just had its export inputs tightened by China this week.
Space & Infrastructure:
$RKLB, $ASTS, $PL, $SATL, $FLY, $ONDS, $KTOS
Golden Dome. Autonomous systems. Satellite constellations. The government is funding the next generation of distributed compute and surveillance infrastructure from orbit.
Critical Materials:
$AXTI, $ALMU
The raw substrate layer that the entire photonics stack sits on. Severely undersupplied. Almost zero retail coverage.
Launch & Deployment:
$RKLB, $ASTS
Getting infrastructure into orbit requires reliable, affordable launch. One company owns this market. The public comp is scaling fast.
Every sector on this list has either hyperscaler contract backing, government funding, or a physical supply constraint that makes demand inelastic.
Save this for later.
-BP
Please note this is not financial advice.
But the money flows through the supply chain. Capex is tracking above $1 trillion this year.
That is six times the level of 2022
Here is the full stack, sector by sector, of who actually gets paid:
Power Infrastructure:
$IREN, $CIFR, $NBIS, $WULF
The compute layer requires power first. These are the companies building and owning the megawatt-scale facilities that hyperscalers cannot build fast enough themselves.
Optical Networking:
$AAOI, $COHR, $LITE, $POET
GPU clusters are useless without the interconnects that move data between them at 800G and 1.6T speeds. This sector is capacity-constrained and just had its export inputs tightened by China this week.
Space & Infrastructure:
$RKLB, $ASTS, $PL, $SATL, $FLY, $ONDS, $KTOS
Golden Dome. Autonomous systems. Satellite constellations. The government is funding the next generation of distributed compute and surveillance infrastructure from orbit.
Critical Materials:
$AXTI, $ALMU
The raw substrate layer that the entire photonics stack sits on. Severely undersupplied. Almost zero retail coverage.
Launch & Deployment:
$RKLB, $ASTS
Getting infrastructure into orbit requires reliable, affordable launch. One company owns this market. The public comp is scaling fast.
Every sector on this list has either hyperscaler contract backing, government funding, or a physical supply constraint that makes demand inelastic.
Save this for later.
-BP
Please note this is not financial advice.
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Many rockets will launch next week!
1. SpaceX (Rocket: Falcon 9)
…
2. Rocket Lab (Rocket: Electron) $RKLB
• Targeting Feb 24: Rocket Lab is scheduled to launch from Wallops Island, Virginia. The mission has a fantastic name—"That's Not A Knife" (a nod to the company's New Zealand roots and Australian payload)—and will carry a scramjet-powered hypersonic test vehicle for the Defense Innovation Unit.
3. Firefly Aerospace (Rocket: Firefly Alpha) $FLY
• Targeting Feb 27: Firefly is aiming to launch their "Stairway to Seven" mission from Vandenberg Space Force Base in California into Low Earth Orbit.
4. Space One (Rocket: KAIROS)
• Targeting Mid-Week (~Feb 25): This Japanese private space company is preparing for "Flight 3" of their KAIROS rocket from Space Port Kii in Japan, carrying four small commercial satellites.
Potential "Late February" Wildcards
A couple of other major players have loosely targeted "late February," meaning they could easily finalize a launch date in next week's window:
• Blue Origin (Rocket: New Glenn): We are waiting on the highly anticipated launch of AST SpaceMobile's BlueBird 7 satellite from Florida.
$ASTS
• Isar Aerospace (Rocket: Spectrum): This European startup is targeting the second flight of their orbital rocket from Andøya Spaceport in Norway.
SpacBobby: $ASTS - Bluebird 7 launch coming soon to a pad near you….
The market will go wild once batch launches are announced shortly after!
1. SpaceX (Rocket: Falcon 9)
…
2. Rocket Lab (Rocket: Electron) $RKLB
• Targeting Feb 24: Rocket Lab is scheduled to launch from Wallops Island, Virginia. The mission has a fantastic name—"That's Not A Knife" (a nod to the company's New Zealand roots and Australian payload)—and will carry a scramjet-powered hypersonic test vehicle for the Defense Innovation Unit.
3. Firefly Aerospace (Rocket: Firefly Alpha) $FLY
• Targeting Feb 27: Firefly is aiming to launch their "Stairway to Seven" mission from Vandenberg Space Force Base in California into Low Earth Orbit.
4. Space One (Rocket: KAIROS)
• Targeting Mid-Week (~Feb 25): This Japanese private space company is preparing for "Flight 3" of their KAIROS rocket from Space Port Kii in Japan, carrying four small commercial satellites.
Potential "Late February" Wildcards
A couple of other major players have loosely targeted "late February," meaning they could easily finalize a launch date in next week's window:
• Blue Origin (Rocket: New Glenn): We are waiting on the highly anticipated launch of AST SpaceMobile's BlueBird 7 satellite from Florida.
$ASTS
• Isar Aerospace (Rocket: Spectrum): This European startup is targeting the second flight of their orbital rocket from Andøya Spaceport in Norway.
SpacBobby: $ASTS - Bluebird 7 launch coming soon to a pad near you….
The market will go wild once batch launches are announced shortly after!
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大火箭要来了 $FLY $RKLB $ASTS
NASA: NASA teams successfully fueled the Artemis II rocket during tonight’s prelaunch test for the lunar mission.
Our Artemis experts will answer questions about the important milestone and next steps during a briefing tomorrow at 11am ET (1600 UTC). https://go.nasa.gov/4aLGctK
NASA: NASA teams successfully fueled the Artemis II rocket during tonight’s prelaunch test for the lunar mission.
Our Artemis experts will answer questions about the important milestone and next steps during a briefing tomorrow at 11am ET (1600 UTC). https://go.nasa.gov/4aLGctK
$BKSY 周线inside week, 日线EMA8上方牛旗盘整中。
TraderGoku: 太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU
TraderGoku: 太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU
太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU $UFO
Department of War CTO: We have the high ground. 🇺🇸 🛰️
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU $UFO
Department of War CTO: We have the high ground. 🇺🇸 🛰️
TRUMP: "WE HAVE A MASSIVE ARMADA HEADING IN DIRECTION OF IRAN"
Add these Defense Tech Stocks to your watchlist NOW:
1) $AVAV 11) $BWXT
2) $KTOS 12) $PLTR
3) $RTX 13) $HWM
4) $LMT 14) $CW
5) $NOC 15) $OSIS
6) $LHX 16) $ONDS
7) $GD 17) $DPRO
8) $HII 18) $HEI
9) $TDG 19) $FLY
10) $DRS 20) $RCAT
Add these Defense Tech Stocks to your watchlist NOW:
1) $AVAV 11) $BWXT
2) $KTOS 12) $PLTR
3) $RTX 13) $HWM
4) $LMT 14) $CW
5) $NOC 15) $OSIS
6) $LHX 16) $ONDS
7) $GD 17) $DPRO
8) $HII 18) $HEI
9) $TDG 19) $FLY
10) $DRS 20) $RCAT
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NASA即将发射阿耳忒弥斯II火箭，进行载人绕月飞行，并希望在明年重新实现载人登月。
该消息极有可能会进一步加剧太空股的热潮，尤其是参与登月任务的 $FLY
NASA HQ PHOTO: Check out more images of the #Artemis II rocket and Orion spacecraft as they made the 4.2 mile journey from the VAB to Launch Complex 39B! 📷 - https://flic.kr/s/aHBqjCGCyP
该消息极有可能会进一步加剧太空股的热潮，尤其是参与登月任务的 $FLY
NASA HQ PHOTO: Check out more images of the #Artemis II rocket and Orion spacecraft as they made the 4.2 mile journey from the VAB to Launch Complex 39B! 📷 - https://flic.kr/s/aHBqjCGCyP
2026 Alpha Thesis: Hardware Maturation + Supply Shock. 🚀⚡️
The "Promise Phase" is over. The "Deployment Phase" is here.
1️⃣ Rocket ( $RKLB, $FLY , $ASTS , $RDW): SpaceX IPO rumors = sector re-rate. Neutron launch is the value unlock.
2️⃣ CPU ( $AMD, $INTC): Cloud is crowded; the "Edge AI" PC supercycle is the volume trade.
3️⃣ DRAM ( $MU $SNDK $AMAT $ASML $TSM $LRCX): HBM is a supply black hole. Standard memory shortage = pricing power.
4️⃣ Energy ( $VST, $CEG, $BE): No power = No AI. Nuclear baseload is the new gold.
The trade: Long scarcity & physical infra. 📈
#StockMarket #Investing #AI #Space
The "Promise Phase" is over. The "Deployment Phase" is here.
1️⃣ Rocket ( $RKLB, $FLY , $ASTS , $RDW): SpaceX IPO rumors = sector re-rate. Neutron launch is the value unlock.
2️⃣ CPU ( $AMD, $INTC): Cloud is crowded; the "Edge AI" PC supercycle is the volume trade.
3️⃣ DRAM ( $MU $SNDK $AMAT $ASML $TSM $LRCX): HBM is a supply black hole. Standard memory shortage = pricing power.
4️⃣ Energy ( $VST, $CEG, $BE): No power = No AI. Nuclear baseload is the new gold.
The trade: Long scarcity & physical infra. 📈
#StockMarket #Investing #AI #Space
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