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$Rezolve AI (RZLV.US)$ back to 4 fellas
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The year 2026 marks the dawn of the space economy era! Major powers are vying to secure space resources, striving to establish an outpost on a near-Earth celestial body (the Moon) by 2035.
$Sidus Space (SIDU.US)$ $Planet Labs PBC (PL.US)$ $Intuitive Machines (LUNR.US)$ $Kratos Defense & Security Solutions (KTOS.US)$ $Rocket Lab (RKLB.US)$ $AST SpaceMobile (ASTS.US)$ $GE Aerospace (GE.US)$ $BlackSky Technology (BKSY.US)$ $L3Harris Technologies (LHX.US)$
$Sidus Space (SIDU.US)$ $Planet Labs PBC (PL.US)$ $Intuitive Machines (LUNR.US)$ $Kratos Defense & Security Solutions (KTOS.US)$ $Rocket Lab (RKLB.US)$ $AST SpaceMobile (ASTS.US)$ $GE Aerospace (GE.US)$ $BlackSky Technology (BKSY.US)$ $L3Harris Technologies (LHX.US)$
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🚀🌌 The 2025 US stock market has already provided an answer: space concepts are being repriced for 2026.
In the 2025 US stock market, space concept stocks have moved from 'conceptual speculation' to 'price validation'.
This list itself speaks volumes.
The companies with the largest gains this year are no longer just about single launch stories but span multiple segments including satellite data, communications, defense support, manufacturing, and launch services. This means the market is pricing not just one company, but the entire commercializable pathway of the space industry chain.
Structurally, this round of increases did not happen simultaneously but followed a clear sequence.
First to be priced were the segments that 'can immediately generate cash flow or order expectations,' followed by platform-based and long-term strategic companies.
For example, $PL and $BKSY, which focus on satellite data and imaging, essentially convert space assets into sustainable data services.
Communications-related $SATS, $VSAT, and $GSAT directly benefit from increased demand in military, remote area, and emergency communications.
Companies like $ASTS, $RKLB, $KTOS, and $HWM are more focused on 'launch capabilities, defense support, and high-end manufacturing,' showing stronger cyclicality but also greater elasticity once orders are confirmed.
In other words, the 2025 market has already sent a clear signal.
Space is no longer just about 'whether we can reach space,' but rather 'who can convert space capabilities into stable revenue.'
This is also the most crucial point when looking ahead to 2026...
In the 2025 US stock market, space concept stocks have moved from 'conceptual speculation' to 'price validation'.
This list itself speaks volumes.
The companies with the largest gains this year are no longer just about single launch stories but span multiple segments including satellite data, communications, defense support, manufacturing, and launch services. This means the market is pricing not just one company, but the entire commercializable pathway of the space industry chain.
Structurally, this round of increases did not happen simultaneously but followed a clear sequence.
First to be priced were the segments that 'can immediately generate cash flow or order expectations,' followed by platform-based and long-term strategic companies.
For example, $PL and $BKSY, which focus on satellite data and imaging, essentially convert space assets into sustainable data services.
Communications-related $SATS, $VSAT, and $GSAT directly benefit from increased demand in military, remote area, and emergency communications.
Companies like $ASTS, $RKLB, $KTOS, and $HWM are more focused on 'launch capabilities, defense support, and high-end manufacturing,' showing stronger cyclicality but also greater elasticity once orders are confirmed.
In other words, the 2025 market has already sent a clear signal.
Space is no longer just about 'whether we can reach space,' but rather 'who can convert space capabilities into stable revenue.'
This is also the most crucial point when looking ahead to 2026...
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Hello, mooers! 💕💕 First, thanks to my mooers for your support in helping me clinch the annual top 1! Your support makes me willing to write and "work" for you all..![]()
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💕Who Defined 2025? Meet Top 10 Mooers of the Year! Come & Check If Your Favorite Mooer Made the List!
2025 has flown by in...
2025 has flown by in...
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TRADELENS
In the above link I have listed stocks which has triggered or about to trigger oversold or overbought!!
$Apple (AAPL.US)$ about to trigger oversold today!
$Amazon (AMZN.US)$ has triggered oversold!!
$Meta Platforms (META.US)$ about to trigger oversold!
$Netflix (NFLX.US)$ going to trigger 2nd oversold!! can be a good opportunity!!
$Texas Instruments (TXN.US)$ about to trigger oversold!!
$Salesforce (CRM.US)$ going to trigger 2nd overbought!!...
In the above link I have listed stocks which has triggered or about to trigger oversold or overbought!!
$Apple (AAPL.US)$ about to trigger oversold today!
$Amazon (AMZN.US)$ has triggered oversold!!
$Meta Platforms (META.US)$ about to trigger oversold!
$Netflix (NFLX.US)$ going to trigger 2nd oversold!! can be a good opportunity!!
$Texas Instruments (TXN.US)$ about to trigger oversold!!
$Salesforce (CRM.US)$ going to trigger 2nd overbought!!...
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(Kuala Lumpur, 18th) The surge in data center electricity consumption has significantly accelerated infrastructure investment in Malaysia's power sector. Public Investment Bank Research highlights that grid upgrades have become the clearest and most visible investment theme in the current power sector.
Analysts stated in their latest report that new construction momentum has emerged from power supply expansion, including policies such as the National Energy Transition Roadmap (NETR), Solar Action Plan (Solar ATAP), and the 6th Large-Scale Solar Program (LSS6). These initiatives are providing steady orders for related engineering and equipment companies.
From a supply chain perspective, the beneficiaries of this round of power infrastructure investment are widespread, covering multiple segments such as transmission, distribution, substations, electromechanical engineering, and cable supply.
The analysts noted that transmission projects are primarily led by the national energy company $TENAGA (5347.MY)$ , with relatively high entry barriers. Overhead transmission projects are represented by Cheeding Holdings $CHEEDING (0372.MY)$ , while underground transmission is undertaken by Jati Tinggi Group $JTGROUP (0292.MY)$ .
As for distribution and underground projects, they benefit simultaneously from Tenaga Nasional Berhad’s fourth regulatory period (RP4) capital expenditure. Investments driven by developers, such as data centers and industrial parks, are considered key drivers of this upward cycle.
Pressing structural demand
Analysts believe that the structure of electricity demand growth in Malaysia is undergoing a transformation, with hyperscale data centers becoming...
Analysts stated in their latest report that new construction momentum has emerged from power supply expansion, including policies such as the National Energy Transition Roadmap (NETR), Solar Action Plan (Solar ATAP), and the 6th Large-Scale Solar Program (LSS6). These initiatives are providing steady orders for related engineering and equipment companies.
From a supply chain perspective, the beneficiaries of this round of power infrastructure investment are widespread, covering multiple segments such as transmission, distribution, substations, electromechanical engineering, and cable supply.
The analysts noted that transmission projects are primarily led by the national energy company $TENAGA (5347.MY)$ , with relatively high entry barriers. Overhead transmission projects are represented by Cheeding Holdings $CHEEDING (0372.MY)$ , while underground transmission is undertaken by Jati Tinggi Group $JTGROUP (0292.MY)$ .
As for distribution and underground projects, they benefit simultaneously from Tenaga Nasional Berhad’s fourth regulatory period (RP4) capital expenditure. Investments driven by developers, such as data centers and industrial parks, are considered key drivers of this upward cycle.
Pressing structural demand
Analysts believe that the structure of electricity demand growth in Malaysia is undergoing a transformation, with hyperscale data centers becoming...
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If you invested $100 10 years ago, what would you have today? 📈💰
1.🇺🇸 NVIDIA 🧠💻 — $24,033
2.🌐 Bitcoin 🪙 — $19,958
3.🇺🇸 AMD 🧠💻 — $15,117
4.🇺🇸 Tesla 🚗⚡ — $4,838
5.🇹🇼 TSMC 🏭🔬 — $1,381
6.🇳🇱 ASML 🔬⚙️ — $1,066
7.🇺🇸 Netflix 🎬📺 — $824
8.🇺🇸 Microsoft 💻🪟 — $809
9.🇺🇸 Amazon 📦🛒 — $759
10.🇺🇸 Google 🔍🌐 — $710
11.🇺🇸 Apple 📱🍎 — $707
12.🇺🇸 Meta (Facebook) 🌐👥 — $547
🖇️ Source: CompaniesMarketCap
1.🇺🇸 NVIDIA 🧠💻 — $24,033
2.🌐 Bitcoin 🪙 — $19,958
3.🇺🇸 AMD 🧠💻 — $15,117
4.🇺🇸 Tesla 🚗⚡ — $4,838
5.🇹🇼 TSMC 🏭🔬 — $1,381
6.🇳🇱 ASML 🔬⚙️ — $1,066
7.🇺🇸 Netflix 🎬📺 — $824
8.🇺🇸 Microsoft 💻🪟 — $809
9.🇺🇸 Amazon 📦🛒 — $759
10.🇺🇸 Google 🔍🌐 — $710
11.🇺🇸 Apple 📱🍎 — $707
12.🇺🇸 Meta (Facebook) 🌐👥 — $547
🖇️ Source: CompaniesMarketCap
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