PL

$PL is down -60% from its May highs and price is currently sitting right on key support around the $20 price level, from the beginning of the year 🪐 - Planet Labs' backlog is surging ($906.1M this quarter), indicating strong future revenue streams (averaging 143% YoY growth) 📈 - The company was also just selected by Scotland for AI-enabled monitoring to support sustainable agricultural reform 👩‍🌾

$ASTS $PL $RKLB $RDW $SPCX "Commercial space is where AI infrastructure was a few years ago. "

Commercial space is where AI infrastructure was a few years ago. Most investors are still focused on launches. I'm focused on what gets built after rockets become cheaper. The biggest opportunities may come from the infrastructure layer: Communications $ASTS IRDM Earth observation $PL Defense space $RKLB In-space manufacturing $RDW Future orbital compute $SPCX The rocket is just the transportation layer. The real value may come from the businesses that operate the networks, services, and infrastructure once space becomes more accessible. Just like AI wasn't only about GPUs, commercial space won't only be about rockets. The next decade may belong to the companies building the space economy. Follow me and visit my profile for AI infrastructure, space economy, and long-term growth stock research before these themes become mainstream.

Commercial space today feels identical to where AI infrastructure was just a few years back. Most market participants are still fixated solely on launch metrics. My focus is on what actually gets built once launch costs inevitably trend toward zero. The real value capture will concentrate across satellite communications ($ASTS,$IRDM), Earth observation ($PL), defense systems ($RKLB), orbital manufacturing ($RDW), and ultimately in-space compute clusters (SPCX). That layer of the stack is where massive equity expansion will occur.

$ASTS $LUNR $RKLB $PL perhaps some August bounce

$ASTS $PL $RKLB $SPCX 😬

$ASTS $ORCL $PL Once the calendar turns to August and the funds can close out their Jully holding reports, looking for a reversal in the following names that were sold in July and have catalysts in August and Sept. 13F reports also due in next two weeks as additional catalysts. Calendar is our trend and friend in these names. ORCL....earnings in Sept, August will be a big press release month between now and mid august, run up into earnings based on Amzn, msft cloud numbers. Price target: $160+ (Sept 1) ASTS: launch success on august 5, earnings aug 10. Should run into earnings and consider selling by earnings if it runs further and bar is too much. Price target: $75+ (Aug 9) PL: same as oracle with press releases and earnings schedule, run up on deal announcements. Price Target: $25+ (Sept 1)

$PL considering spacex is dumping. I'll take it. Its foot on the space sectors neck is loosening. I hate that stock 🤣