CNBC: SpaceX has confidentially filed for an IPO, setting up what could become the largest U.S. public offering ever.
A confidential filing means SpaceX has started SEC review in private, while delaying the release of its financials until shortly before investor marketing begins.
#SpaceX business mix: Reusable rocket launch, Starlink, defense contracts, and a very close xAI ties create businesses that reinforce each other.
#Starlink adds recurring internet revenue, and that combination helps explain reports of a $1.25T to $1.75T valuation and a possible $75B raise.
A confidential filing means SpaceX has started SEC review in private, while delaying the release of its financials until shortly before investor marketing begins.
#SpaceX business mix: Reusable rocket launch, Starlink, defense contracts, and a very close xAI ties create businesses that reinforce each other.
#Starlink adds recurring internet revenue, and that combination helps explain reports of a $1.25T to $1.75T valuation and a possible $75B raise.
👀1
Everyone keeps chasing the obvious space names… but $FLY $VOYG $BKSY and $SPIR could quietly outperform most space stocks this year 🚀
$FLY - The only “new SpaceX-style” launch company with real momentum
Most people still don’t realize how fast Firefly Aerospace is scaling.
They already pulled off a commercial moon landing with the Blue Ghost lander, something only a handful of organizations have ever done.
Their backlog of launch and mission contracts is over $1B, including deals with NASA and defense customers.
The next catalyst: Blue Ghost missions in 2026+ and the Eclipse medium-lift rocket program.
Why this matters:
Space investors underestimate how valuable launch + lunar logistics + orbital services will be as the Artemis economy ramps.
$VOYG The “quiet infrastructure layer” most investors ignore
Voyager is building something the market hasn’t priced correctly:
The commercial space station ecosystem.
Voyager is leading the Starlab commercial space station project.
NASA plans to replace the ISS with private stations later this decade.
If Starlab becomes operational:
You’re not investing in a satellite company.
You’re investing in the landlord of orbit.
The ISS economy today generates billions in research, defense and manufacturing activity.
Now imagine that economy going private.
$BKSY - Real-time intelligence from orbit
BlackSky isn’t trying to compete with traditional satellite imagery companies…
Their strategy is different:
speed and real-time insights.
Their satellites revisit key locations multiple times per day, enabling constant monitoring.
Their Spectra AI platform converts raw satellite imagery into actionable intelligence for government and commercial customers.
That combination, frequent data + AI analysis - is becoming extremely valuable in a world where governments, defense agencies and corporations need live situational awareness.
From supply chains to geopolitical monitoring, the demand for near-real-time Earth intelligence is growing rapidly.
If that trend continues, companies that can deliver fast, actionable satellite data could become a critical part of the global information infrastructure.
$SPIR - The hidden data network in orbit
Spire doesn’t just run satellites.
It operates a global sensor network in space.
Their constellation collects:
ship tracking data
aircraft tracking
weather intelligence
RF signal monitoring
They’re also integrating data streams with other space analytics companies to build AI-driven global monitoring systems.
Think about the implications:
Sanctions enforcement
Commodity tracking
Military logistics
Global supply chain intelligence
Satellite data is quietly becoming the Bloomberg Terminal of geopolitics.
The big picture 📈
The first wave of space investing was rockets.
The second wave is data + infrastructure.
$FLY → launch + lunar logistics
$VOYG → orbital infrastructure
$BKSY → real-time intelligence
$SPIR → global sensor network
Different verticals.
Same thesis.
The companies building the operating system of Earth orbit.
If that thesis plays out, 2026 might be the year these smaller space stocks outperform the obvious names.
$FLY - The only “new SpaceX-style” launch company with real momentum
Most people still don’t realize how fast Firefly Aerospace is scaling.
They already pulled off a commercial moon landing with the Blue Ghost lander, something only a handful of organizations have ever done.
Their backlog of launch and mission contracts is over $1B, including deals with NASA and defense customers.
The next catalyst: Blue Ghost missions in 2026+ and the Eclipse medium-lift rocket program.
Why this matters:
Space investors underestimate how valuable launch + lunar logistics + orbital services will be as the Artemis economy ramps.
$VOYG The “quiet infrastructure layer” most investors ignore
Voyager is building something the market hasn’t priced correctly:
The commercial space station ecosystem.
Voyager is leading the Starlab commercial space station project.
NASA plans to replace the ISS with private stations later this decade.
If Starlab becomes operational:
You’re not investing in a satellite company.
You’re investing in the landlord of orbit.
The ISS economy today generates billions in research, defense and manufacturing activity.
Now imagine that economy going private.
$BKSY - Real-time intelligence from orbit
BlackSky isn’t trying to compete with traditional satellite imagery companies…
Their strategy is different:
speed and real-time insights.
Their satellites revisit key locations multiple times per day, enabling constant monitoring.
Their Spectra AI platform converts raw satellite imagery into actionable intelligence for government and commercial customers.
That combination, frequent data + AI analysis - is becoming extremely valuable in a world where governments, defense agencies and corporations need live situational awareness.
From supply chains to geopolitical monitoring, the demand for near-real-time Earth intelligence is growing rapidly.
If that trend continues, companies that can deliver fast, actionable satellite data could become a critical part of the global information infrastructure.
$SPIR - The hidden data network in orbit
Spire doesn’t just run satellites.
It operates a global sensor network in space.
Their constellation collects:
ship tracking data
aircraft tracking
weather intelligence
RF signal monitoring
They’re also integrating data streams with other space analytics companies to build AI-driven global monitoring systems.
Think about the implications:
Sanctions enforcement
Commodity tracking
Military logistics
Global supply chain intelligence
Satellite data is quietly becoming the Bloomberg Terminal of geopolitics.
The big picture 📈
The first wave of space investing was rockets.
The second wave is data + infrastructure.
$FLY → launch + lunar logistics
$VOYG → orbital infrastructure
$BKSY → real-time intelligence
$SPIR → global sensor network
Different verticals.
Same thesis.
The companies building the operating system of Earth orbit.
If that thesis plays out, 2026 might be the year these smaller space stocks outperform the obvious names.
✍1
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#VR-Controlled Bipedal Humanoid #Robot Performs High-Altitude Welding Tasks Safely
www.gotokepler.com
www.gotokepler.com
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US just put NATO on notice
"If you won't let us fly over your country to strike Iran why are we still basing troops there?"
Connect the dots:
🇺🇸 US withdraws from Hormuz protection
🛢️ Oil sanction relief for Russia
✈️ Base access ultimatum to NATO allies
🇨🇳 All roads lead to Beijing
This isn't chaos.... It's architecture.
Washington is redrawing its alliance map around one single objective isolating China.
Keep Russia close? Check
Punish European freeriders? Check
Control who gets US military protection? Check
Europe spent 30 years assuming the US security umbrella was unconditional.
Rubio just put a price tag on it.
Base access and Overflight rights.
No contribution, no protection.
And while Europe scrambles to figure out what NATO means now the US is already playing the next game.
The real is China.
"If you won't let us fly over your country to strike Iran why are we still basing troops there?"
Connect the dots:
🇺🇸 US withdraws from Hormuz protection
🛢️ Oil sanction relief for Russia
✈️ Base access ultimatum to NATO allies
🇨🇳 All roads lead to Beijing
This isn't chaos.... It's architecture.
Washington is redrawing its alliance map around one single objective isolating China.
Keep Russia close? Check
Punish European freeriders? Check
Control who gets US military protection? Check
Europe spent 30 years assuming the US security umbrella was unconditional.
Rubio just put a price tag on it.
Base access and Overflight rights.
No contribution, no protection.
And while Europe scrambles to figure out what NATO means now the US is already playing the next game.
The real is China.
✍1
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Everyone laughed at Trump
EU is not laughing anymore now
Trump points(listen until the end):
→ We need Greenland because we can't trust NATO in a war
→ We need a battleship 100x more powerful to keep straits open
→ Europe needs to start paying for its own defense
The media called it unhinged.
Fast forward to 2026:
🔴 Hormuz is closed
✈️ NATO allies blocked US overflight rights for Iran strikes
🚢 No Western navy is keeping the straits open
🇩🇰 Greenland suddenly looks very strategic
The man was reading the map europe wasn't ready to hear it.
If the US had that dominant naval presence Trump described Hormuz never closes.
20 million barrels/day keep flowing.
Strategic weakness has a price.
It's currently $100 a barrel.
And rising.
EU is not laughing anymore now
Trump points(listen until the end):
→ We need Greenland because we can't trust NATO in a war
→ We need a battleship 100x more powerful to keep straits open
→ Europe needs to start paying for its own defense
The media called it unhinged.
Fast forward to 2026:
🔴 Hormuz is closed
✈️ NATO allies blocked US overflight rights for Iran strikes
🚢 No Western navy is keeping the straits open
🇩🇰 Greenland suddenly looks very strategic
The man was reading the map europe wasn't ready to hear it.
If the US had that dominant naval presence Trump described Hormuz never closes.
20 million barrels/day keep flowing.
Strategic weakness has a price.
It's currently $100 a barrel.
And rising.
✍1👌1
🇨🇭 Global One SI - Prompt
New release in the coming hours: /auto 1 agent will call claude code or codex cli or gemini cli or blackbox or any other based on the scope of the task where the agent that's the best on that specific scope will get called you can also fully customize new…
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Why choose?
Claude Code + Codex CLI running together. Same task. Or split roles.
One builds, one reviews.
No limits. No picking sides. On BLACKBOX.
www.blackbox.ai
Claude Code + Codex CLI running together. Same task. Or split roles.
One builds, one reviews.
No limits. No picking sides. On BLACKBOX.
www.blackbox.ai
Daniel Davis is a retired US Army lieutenant colonel who served in Iraq and Afghanistan and later became known as one of the harshest critics of American military campaigns. He is regularly invited to broadcasts and quoted as an independent military analyst, especially when it comes to the risks of escalation.
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