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· Premarket Alpha · by Buzzberg Research
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by score · day changeHorizon Kinetics daily 1-share TPL buys
Horizon Kinetics is executing a pattern of buying exactly one share of TPL per trading day, likely via a 10b5-1 plan, serving as a public signal of conviction.
stock on the open market almost every trading day for the last month. not 100 shares, not 1000. one.
Frequent small-lot filings trigger insider screeners, acting as low-cost marketing for the firm's long-term bullish stance.
Watch Monitor for changes in the 1-share daily cadence or cessation of the 10b5-1 plan.
Source →Space Force NSSL program expansion
The U.S. Space Force has increased its budget to $30 billion for Lane 1 launch contracts, expanding the roster of qualified competitors beyond SpaceX and ULA to include Rocket Lab, Stoke Space, Relativity Space, and Impulse Space.
https://arstechnica.com/space/2026/07/the-space-force-is-now-seeking-to-buy-up-to-30-billion-in-rocket-launches/ "More money for more launches There are more launch companies qualified for Lane 1 contracts.
Increased budget and a broader competitive field for fixed-price task orders could provide revenue tailwinds for smaller launch providers.
Watch Track future task order awards to see if market share shifts away from the incumbent leader, SpaceX.
Source →Geopolitical oil shock thesis
Escalating conflict involving Iran and potential Houthi interference in the Strait of Malacca could drive oil prices higher, despite China's strategic petroleum reserve drawdowns.
to be long crude. you want to be long the equity with the most torque to it. That's OXY:
OXY is positioned as a high-torque play on oil prices due to its upstream-focused business model, which lacks refining segments that typically dampen price swings.
Watch Monitor crude oil price action and OXY's relative performance during geopolitical escalations.
Source →