u/queenjennie68

The author claims RKLB has billions in backlog orders and is expanding from a pure launch provider into a dominant space systems and satellite infrastructure company. The upcoming Neutron rocket is cited as a potential industry reshaper, with global launch capacity bottlenecks making RKLB a critical shock absorber. The author is building a long-term position on the pullback.

The author argues OUST is benefiting from explosive demand in physical logistics and industrial automation, with its digital LiDAR technology taking significant market share. As robotics and smart infrastructure scale, the author claims fundamentals and gross margins are rapidly improving. The author is accumulating on the pullback as a long-term hold rather than a short-term swing.

The author argues ASTS has reversed upward after a drop from $133 to ~$65, driven by confirmation that BlueBird 8, 9, and 10 satellites are fully operational. Additional catalysts cited are BlueBird 11–13 launches in August with peak space-based broadband speeds expected to double, and a Rakuten joint venture directly purchasing satellites to compete with Starlink. The author notes institutional accumulation around $70 and management's full-year revenue guidance of $150M–$200M with $1.2B in contracted commitments. The main stated risk is the prior Q1 revenue miss and Wall Street pressure, with the author questioning whether the rebound is a genuine new run or an exit opportunity for trapped holders.