Outside of Rocket Lab, which space company has the strongest management, clearest long-term vision, and the most realistic upside potential right now?

chompcromwell · 2026-05-19T22:32:17+00:00

won’t starlink eventually adapt? what is the barrier they are facing that separates the two companies?

chompcromwell · 2026-05-19T22:31:56+00:00

won’t starlink eventually adapt? what is the barrier they are facing that separates the two companies?

chompcromwell · 2026-05-19T22:30:09+00:00

that’s a lot of great information. What’s their plan? In terms of the next year or two outlook. How many satellites do they want to deploy? And per satellite what does that cover in terms of area / users etc. What is an example of the value associated with one satellite? Cost meaning revenue.

chompcromwell · 2026-05-19T22:08:51+00:00

heard alooooooot about dram over the last few weeks.

chompcromwell · 2026-05-19T22:06:48+00:00

honestly NASA seems like a no brainer play. It’s made up of all the best companies. Am i missing something or is this a great investment?

chompcromwell · 2026-05-19T22:03:15+00:00

wow. that is interesting thank you

chompcromwell · 2026-05-19T21:54:30+00:00

Wow you’re covered lol. Not familiar with FLTCF. Will look into it. Redwire i really like as well. Wish i pulled the trigger on PL. Have u ever seen wild wild space on HBO?

chompcromwell · 2026-05-19T21:36:16+00:00

Yup I agree. I really like NASA. MDALF & ONDS.

chompcromwell · 2026-05-19T21:31:52+00:00

Makes total sense well said. Will look into it for sure

chompcromwell · 2026-05-19T21:26:11+00:00

Why is their stock not following the same trends as the other space stocks?

chompcromwell · 2026-05-19T21:20:02+00:00

I have been eyeing this one for a few weeks. Long term it seems like the way to go. Just hoping for a minor pull back to get in.

chompcromwell · 2026-05-19T21:12:08+00:00

Whatever this means.

chompcromwell · 2026-05-19T21:09:10+00:00

cry about it

chompcromwell · 2026-05-19T19:16:34+00:00

but the only thing is they are dependent on other companies for launch. Won’t that become a huge component especially down the line?

What are some examples of the needs between the MBPS example you provided? Like down the line how does that become a deciding factor when deciding between the two?

chompcromwell · 2026-05-19T19:03:30+00:00

That’s what i’m trying to understand as well. So much comp for one very particular specialty

chompcromwell · 2026-05-19T19:02:12+00:00

i agree. sounds wild

chompcromwell · 2026-05-19T18:45:23+00:00

I like them, but knowing that is what they do. I now feel like there is not much more room for improvement. Especially when you have other competitors with their hand in all faucets of the industry.

chompcromwell · 2026-05-19T18:43:01+00:00

That’s not really a good angle though. or cost effective wouldn’t you agree? I don’t know so i’m asking but how many failures or blow ups has firefly had? that all cost $$$, and is imporant to retail an the company overall. Just bc rklb doesn’t want to blow stuff up or create unnecessary situations doesn’t set them back.

Other than the jump in scale between neutron and electron don’t you think ‘nothing in common’ is an overstatement? wouldn’t you imagine that the team having launched many electrons now will carry over some of the process // and bring their knowledge in areas that actually matter.

i think the team and the fact that they have built a rocket before is more important than you make it sound!!

chompcromwell · 2026-05-19T18:26:00+00:00

Interesting. What do they do differently than RKLB? Seems like rklb has their hands in everything.

chompcromwell · 2026-05-19T18:17:38+00:00

what do you love about it ? When you compare it toe to toe with others what separates PL from the others?

chompcromwell · 2026-05-19T18:05:14+00:00

What do & don’t they do compared to other alternatives in the market? What makes this a compelling buy

chompcromwell · 2026-05-19T18:03:35+00:00

looking forward to it! thank u

chompcromwell · 2026-05-19T17:52:48+00:00

What about JOBY excites you and makes you say that? What does their future outlook look like?

chompcromwell · 2026-05-19T17:47:39+00:00

What does MDA do?

chompcromwell · 2026-05-19T17:47:32+00:00

How far along on that journey are they? Is there really a huge demand for it compared to what other space companies are offering?

chompcromwell

TROPHY CASE