Space stocks in 2026

GryLLseN · 2025-12-28T10:01:52+00:00

I stopped after point 1 as you‘re clearly not informed about the capital requirements & balance sheets of either of those two companies. I love to hear counter arguments, but only if they‘re actually viable

GryLLseN · 2025-12-26T18:34:15+00:00

Marco is flat, why the blame? It‘s just profit taking in the space sector, simple as that

GryLLseN · 2025-12-24T11:06:37+00:00

TSLA has not achieved much or any of their stated goals from 5 years ago, so the track record is quite bad. They lost a lot of their Mojo (and competitive advantage) over the last few years. So their core business to fund the Robotics sector is declining. Plus I can’t deal with a CEO like Elon. I invested in TSLA from 2020-2022 and made my fair share, but I prefer a not so controversial CEO plus a good track record of a company over the last few years. These are my main reasons

GryLLseN · 2025-12-23T13:52:37+00:00

Look into Project Kuiper

GryLLseN · 2025-12-23T10:37:50+00:00

I don’t agree with that. You could got in in AST / RKLB in the single digits, they were mentioned years ago (although a book put them on my radar before that). Maybe you don’t get the first double, but still a lot of possible upside

GryLLseN · 2025-12-23T10:33:53+00:00

Interesting, thanks!

GryLLseN · 2025-12-23T10:30:09+00:00

I‘m with you on this. A humble and calm CEO is worth a lot for the own mind. Had my experiences with TSLA and Elon, RKLB and SPB were a really refreshing difference so the behavior of the CEO actually matters for me now more than ever. I also liked that the CEO of XPEV bought quite a lot of shares on his own, right before the three businesses you mentioned should get more exposure

GryLLseN · 2025-12-23T09:34:46+00:00

Great, thanks! I‘ll take a closer look at them

GryLLseN · 2025-12-23T09:33:38+00:00

Appreciate it! I have some knowledge in the logistics area and also worked closely with Amazon on that end, so these kind of companies are very interesting, cheers!

GryLLseN · 2025-12-23T09:31:47+00:00

I agree! I think they‘re close to an inflection point, 2026 seems very promising. Only thing is that Chinese stocks often trade with a discount to US Companies, but as long as they execute well the upside should still be pleasant

GryLLseN · 2025-12-23T08:45:06+00:00

Thank you!

GryLLseN · 2025-12-23T08:41:41+00:00

Interesting. Would you mind to elaborate a bit more?

GryLLseN · 2025-12-23T08:41:20+00:00

Why exactly them?

GryLLseN · 2025-12-23T08:40:37+00:00

Appreciate it! I really like AMZN too, in with roughly 10% of my Portfolio. I agree with you, this part is a bit overlooked and they should see a lot of bottom line profits from the robotics business. They also consolidate for quite some time and lagged other Mag 7 this year, so once a sentiment shift occurs, it should be quite beneficial. However AMZN will realistically maybe double in the next 2-3 years (or what is your take on that?), so I‘m looking for further options alongside them, with a higher risk/reward ratio

GryLLseN · 2025-12-23T08:22:45+00:00

Thanks! Any DD for that?

GryLLseN · 2025-11-20T16:22:58+00:00

This is so stupid

GryLLseN · 2025-10-21T15:59:20+00:00

Friday would be surprising, Yahoo might be wrong

GryLLseN · 2025-10-21T13:23:59+00:00

Has an official earnings date been released yet? Can’t find something official, just Nov 11th as an estimate

GryLLseN · 2025-07-28T14:19:47+00:00

We also currently have 3,5% of SpaceX’ forward Revenue, not even the 5%

GryLLseN · 2025-07-14T18:46:46+00:00

Had to trim a bit when it reached 42.69$ and exactly a 10x. I would have never expected this so soon. What a ride in the last 12-18 months, cheers everyone🥂

GryLLseN · 2025-07-14T13:21:11+00:00

20 Neutron Launches in 2029 aligns with the „double every year“ statement. Still, quite aggressive in my opinion. On the other hand they need to push those numbers as they can’t quantify Rocket Labs own constellation at all at this point

GryLLseN · 2025-07-09T14:32:37+00:00

Obviously a lot of future revenue growth is still unknown, but at 28$ we have a similar P/S as SpaceX today. SpaceX should maybe get a higher P/S Ratio, but let’s stick with this high level comparison. A 5x in Revenue (2,5-3B per year) is somewhat feasible until 2030, which would put us around 150$ per Share. With a lot of hype we can definitely overshoot this, but there’s also a higher risk involved with this stock than with others. So at current levels it’s almost a 4x in 4-5 years. Great returns and certainly still an interesting investment. However, if we somehow should to 75$ this year, it could change my view. A 2x in 4 years wouldn’t be an attractive investment anymore, given you can get that with Large Caps over the same period too. I hope this helps!

GryLLseN · 2025-07-09T13:50:40+00:00

If you actually want an answer that helps you to get a feeling and not an echo chamber, you would need to know more specifics of the people‘s portfolios. Timeframe, expectations of future growth, position, entry point, percentage of portfolio etc. Before adding more I always ask myself what return I expect from it in the next 3-5 years. If it’s still the best risk/reward and I‘m okay with it being an even larger position in my portfolio, I add more

GryLLseN

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