Sidus Space's $58.5 million raise at $4.35 a share, about 27% below the $5.95 it traded at days earlier, is a classic dilutive raise into a momentum pump that destroys per-share value. It adds 13.45 million shares to a company with $3.4 million of 2025 revenue, down 28%, and a $29.5 million net loss, and the proceeds simply fund runway. The bearish signals after the pump point to FOMO buyers serving as exit liquidity. x.com  x.com 

Sidus Space keeps diluting shareholders. It announced a $58.5M direct offering of 13.45M shares at $4.35, with ThinkEquity as placement agent and proceeds going to working capital and general corporate purposes. x.com 

Sidus Space is a 2026 stock hiding in plain sight: it does real satellite manufacturing and mission operations at scale rather than launches, and it is a direct play on the SpaceX IPO ecosystem. The stocks nobody talks about are the ones that make investors rich. x.com 

Sidus Space belongs in the too-hard pile because its leadership cannot be trusted, however much cash it holds. Its CEO owns Craig Technical Consulting, a private firm with 94% of the voting power, raising conflict-of-interest and governance concerns. A post the author replies to argues that after a $100 million raise, its cash could earn $4 million a year and end dilution. x.com  x.com  x.com 

Rocket Lab remains a long-term bet on the strength of the space sector and growing demand for launch platforms, even though it is expected to stay GAAP-unprofitable until around 2028. Goldman Sachs estimates SpaceX could reach $474 billion of revenue by 2030, including $322 billion from AI, showing how large the commercial space opportunity could become. Rocket Lab's largest commercial Electron contract, 20 Synspective launches for 2028-2031, lifted its backlog above 100 missions. x.com 

Sidus Space gained access to the Missile Defense Agency's SHIELD IDIQ pool, a potential opportunity of about $151 billion over the program's life, though it grants only the right to bid on task orders rather than guaranteed revenue. The chart looks great as long as $3.36 holds, with an 80 million share float. x.com 

AST SpaceMobile's price is being set by whoever published most recently, because there is no recurring business yet underneath to argue with. Its 9% jump on Berenberg's $92 Buy initiation rested on figures from its Q2 release; within a quarter it traded at $133.67, sold converts at $149.20 and now sits at $61. Q2 revenue was $31.5 million, only $7.1 million from services, mostly government milestones. Cash is strong, and two quarters of operator-driven services growth would change the view. … Show more

Starship will dominate launch, but Rocket Lab can still work because roughly half its revenue comes from satellite manufacturing and space systems, which should benefit from the demand Starship's cheap access to space unlocks. With Starship targeting about $100/kg versus about $2,000/kg for most rivals, customers will not pay 20x more for supplier diversity. Firefly Aerospace looks interesting on a smaller scale for similar reasons. The SpaceX IPO's liquidity drain has dislocated space stocks. … Show more

Space names such as Spire Global, Sidus Space and Satellogic are getting an upward re-rating from sector-wide capital flows ahead of the SpaceX IPO. Spire is debt-free with plenty of cash after selling its maritime tracking business for a $154M gain, and it partners with NVIDIA on rapid weather forecasting models. Sidus and Satellogic are more speculative, and space as a whole is inherently riskier. x.com  x.com 

Space stocks are turning bullish as oversold names that never stopped executing regain momentum, led by AST SpaceMobile, Rocket Lab and flyExclusive. AST launched BlueBird and began direct-to-cell service in Japan, and Rocket Lab landed a roughly $400M award. AmpliTech's multi-sector exposure is overlooked, and CPS Technologies is a bottleneck play for 2027; Satellogic, Velo3D and Voyager also fit. The SpaceX unlock overhang is only partly gone, so re-entry should wait. x.com