So where do you see the value here? 😎 $ASTS: Trading at 11x 2029 net income (156% 3-year rev CAGR) $RKLB: Trading at 80x 2029 net income (30% 3-year rev CAGR) $PL: Trading at 105x 2029 net income (25% 3-year rev CAGR) $SPCX: Trading at 120x 2029 net income (67% 3-year rev CAGR) I get Musk companies deserve a premium but at some point, it's hard not to ignore the other names in the sector.

$RKLB - So are all the "SpaceX Proxies" going to zero and everyone just YOLO'ing into SpaceX? I doubt that...Rocket Lab has it's own catalysts and is the leader in the small dedicated launch space. It's vertically integrated and 30% of all objects sent into space last year had a Rocket Lab logo on it! With respect to the charts, we fell back to the 50 day MA last Friday...we should support at these levels. If we do get more of a correction in space names over the coming weeks, then watch for the $72 level which historically has been a great time to load with strong bounces off those levels.

$SPCX / $ASTS - New Street Research sees the BULL case for SpaceX could be $330 PT. "We see space as a $6-20T TAM in 2040 – worth $3-10T today. This could be the upside case from our $2.3T base-case The space opportunity is large and diversified and will play out over more than a decade. With that in mind, we propose an alternative top-down approach to estimate the enterprise value the space opportunity could represent in 2040, and to actualize it back to today. Based on our low-end market growth assumptions, our $2.3T valuation assumes they win 75% of this market. If though the whole opportunity grows to our high-end estimate and SpaceX wins 50% share, it would imply a fair value of $330/ share." So what if $ASTS wins just 5% of this $6-20T TAM by 2040?? That's $650B worth $325B today. Long Space... Giga boolish AST! 😎

$ASTS - The world is about to find out in T-4 days…😎 Don’t let short term noise affect your long-term thesis. Nothing has changed!

$RKLB - This is an insane stat yet not surprising… Peter Beck said about 30% of everything that went into space last year had a Rocket Lab logo on it somewhere. I love $SPCX but we are still early days on Rocket Lab!

$ASTS - Everytime we fell back down to the 200 day MA, it's historically been a great time to buy AST SpaceMobile as we've seen major rallies off support. Last 4 times we touched the 200 day: $22 -> $54 ( 145%) $36 -> $103 ( 186%) $72 -> $104 ( 44%) $63 -> $133 ( 111%) $?? -> $?? Is this time gonna be any different? BB 8-10 launch in T-4 days and you're bearish?

Can’t believe folks fell for this…☠️ $SPCE & $SPCX are not the same…🤣

$ASTS - Stay focused..😎 The TAM is enormous!

$ASTS - Just flipped out of my $SPCX at $174 and bought more AST SpaceMobile.. SpaceX now valued at $2.2T This chart is crazy!

$SPCX - Just got allocated 8% of my ask on SpaceX shares. Guess what I’ll buy instead now. I’m sure a lot of folks going to be doing the same shortly. $ASTS / $RKLB / $PL / $MDA 😎

$SPCX - Financial Times just said SpaceX is cheap on a price-to-cosmos ratio… 🤣

$SPCX - ❤️ this if you got allocated SpaceX shares! 🙌 What allocation % did you get?

$SPCX - 🚨 BREAKING 🚨 *SPACEX SHARES INDICATED TO OPEN 29% ABOVE IPO PRICE IN DEBUT

$SPCX - 🚨 BREAKING 🚨 *SPACEX IPO SAID TO DRAW MORE THAN $350 BILLION IN TOTAL DEMAND *SPACEX IPO SAID TO DRAW OVER $250 BILLION INSTITUTIONAL ORDERS *SPACEX SAID TO SELL 70% OF INSTITUTION BOOK TO LONG-ONLY, SWFS *SPACEX SAID TO PLACE 20% OF IPO SHARES TO RETAIL INVESTORS

$SPCX - My bank is still in the process of allocating SpaceX shares to everyone so not sure if I got any or not... Could be a while till SpaceX shares begin trading today