TJ
Stock/Options Trader, Volume at Support/Resistance, Publisher of Volume Stocks Newsletter
Virgin Galactic is a high-risk bet with extreme asymmetry: at a roughly $190M market cap, any real revenue changes everything. It reopened ticket sales at $750K, validating premium demand, with Spaceship 1 testing in April, a second ship completed and commercial cadence building. About 400 flights a year would imply roughly $300M of revenue. Risks are real: about $338M of cash against a $90-95M quarterly burn, plus execution risk and delays. If it works, it will reprice sharply. x.com
Virgin Galactic has fallen far enough that its chart is signaling a turn before the crowd notices, with SpaceX's IPO in three weeks the biggest catalyst commercial space has ever had. A weekly Score 2 buy signal printed at $3.24 after two bull divergences stacked from $2.40, and volume and institutional flow came back. Whether it pays off depends on execution and a market willing to dream again; it is only a bet. x.com
Virgin Galactic's march toward bankruptcy continues. x.com
Virgin Galactic is worth a bet with dated calls as a sub-$1 billion space stock while roughly 100 space ETFs are about to launch. x.com
Rocket Lab's $3B at-the-market offering shows it needs investor cash because it has no real earnings or path to profitability, and it should have raised $10-15B while the window lasts. Selling stock at such a high valuation is the only way to sustain the next 18-24 months, and the coming SpaceX IPO will most likely be the sell event for the entire space sector. x.com x.com
Virgin Galactic's squeeze is playing with fire that could turn into a blaze. Per Stocktwits, the stock is up 120% this week, including 22% pre-market, on speculation that people will think they're investing in SpaceX. x.com
Space stocks are an easy trade into the SpaceX IPO, with retail tailwinds making every dip a buy. Rocket Lab is the example: it posted a record quarter and kept its Neutron launch on track for 2026. x.com
Space stocks need AST SpaceMobile to launch its satellites, as the market trades the whole sector together regardless of each company's progress or headwinds. Activity should pick up again once space-stock option chains, which have largely died off, wake back up. @jonathan1328531 expects only delays and no catalyst over the next four weeks, with a slide to the low $50s or $40s. x.com x.com x.com x.com
Virgin Galactic has become a Reddit favourite on confusion rather than fundamentals: buyers trying to get into the SpaceX IPO end up in the stock instead. Every meme stock ends the same way. x.com
The selloff in smaller space stocks after SpaceX's IPO is an opportunity: it was mechanical rotation into the new benchmark, not a rerating, as Rocket Lab was sold the week it joined the Nasdaq 100. Satellites bill monthly for years while rockets get paid once; AST SpaceMobile stands out with approval and launch cadence. SpaceX is the core holding, Rocket Lab's Neutron the second-mover bet; Firefly, Virgin Galactic and Momentus are lottery tickets or survival cases. Suppliers are ballast. x.com … Show more