Investors rotating into cheaper stocks with more upside should ultimately benefit Rocket Lab and AST SpaceMobile. Both have already suffered major drawdowns. x.com 

SpaceX's competitive threat makes AST SpaceMobile less attractive at these levels than SpaceX and Rocket Lab. AST SpaceMobile's weekly chart shows a downtrend and strong outflows, though the stock is near marked support. x.com 

AST SpaceMobile and Rocket Lab look more lucrative as shorts than semiconductors, given extreme sales multiples. Rocket Lab trades at 127x sales at $150, and AST SpaceMobile at 588x at $130 after already missing its Q1 revenue target. Both could rise another 30-50% first, making now or the week of June 22 the window to short, and still trade at $50-60 a share in 12-15 months. x.com 

Space stocks could regain high-beta flows as SpaceX lockups end and a probable late-November Anthropic IPO threatens AI stocks, much as SpaceX's IPO hurt space names. Hedge funds are overexposed to the Magnificent Seven and underexposed or max short low-quality high beta; falling rates and toppy oil could make the rotation painful for them through 2027. AST SpaceMobile could benefit as intermittent service triggers agreements and Blue Origin possibly returns to the pad in six weeks. x.com  x.com 

AST SpaceMobile's direct-to-phone satellite network makes it an extremely bullish long-term space-economy bet. Partnerships with more than 60 mobile operators representing over 3 billion potential subscribers and about $1.3 billion in contracted revenue backlog support the case. It targets initial, intermittent broadband coverage in five countries before end-2026; its market cap is roughly half Rocket Lab's, though both face significant execution risks. x.com 

AST SpaceMobile's progress toward its goals and revenue projections is good, but the question is how much future hype is already priced into the valuation. The bull thesis still holds, though not strongly enough to buy more in the $80s, and less-known opportunities look more appealing. x.com 

The orbital economy is far too large for only SpaceX to win, making space stocks the easiest 100x opportunity yet. By 2050-2070, every business on Earth could have a counterpart in space; some public companies may fail, but the few winners could create enormous wealth. The easy money is over, so AST SpaceMobile, Firefly Aerospace, Rocket Lab, Planet Labs, Intuitive Machines, MDA Space and SpaceX belong in a separate retirement account that is never traded, not a price-action trade. x.com 

Listed space stocks such as Satellogic, BlackSky, Voyager, Redwire, Intuitive Machines, Planet Labs, AST SpaceMobile and Rocket Lab are the plays ahead of the SpaceX IPO. AST SpaceMobile and Rocket Lab are favorites and still look healthy on the charts despite recent pullbacks. @sunxliao notes the group ranges from about $0.7B to $39B in market cap versus a roughly $1.75 trillion SpaceX IPO valuation, a gap he expects to deliver big returns in coming months. x.com 

Rocket Lab, AST SpaceMobile and Intuitive Machines are priced as if they had already colonized the solar system, so they look headed one way once the hype rally ends. Together they carry an $82 billion market cap on $883 million of revenue and no profits, while burning cash heavily. Reusable rockets are a cost-reduction story rather than a giant leap. Their long-term potential may be real, but that future is 20-30 years out and does not justify today's valuations. x.com  x.com  x.com  x.com  x.com  … Show more

Rocket Lab and SpaceX are the preferred space names as SpaceX is killing it right now, while AST SpaceMobile has only a very small chance of returning to its highs. x.com