RT @KawzInvests: Worst price action in months. Best news day the space sector has ever had. $ASTS: -30% from ATH $RKLB: -30% from ATH $RDW: -35% from ATH $PL: -15% from ATH Today SpaceX confidentially filed for the largest IPO in history. $75B raise. $1.75T valuation. Polymarket has June at 60%. Every fund manager who has ignored space now has to explain why. That flow has to go somewhere. $SATS Looks interesting. EchoStar holds a ~2.8% stake in SpaceX, received as equity consideration in its spectrum asset sale. NAV is estimated at $150-180/share 30-50% above where it currently trades with the IPO as the direct catalyst to close that gap. The sector is being sold at exactly the wrong time to be short it.

Worst price action in months. Best news day the space sector has ever had. $ASTS: -30% from ATH $RKLB: -30% from ATH $RDW: -35% from ATH $PL: -15% from ATH Today SpaceX confidentially filed for the largest IPO in history. $75B raise. $1.75T valuation. Polymarket has June at 60%. Every fund manager who has ignored space now has to explain why. That flow has to go somewhere. $SATS Looks interesting. EchoStar holds a ~2.8% stake in SpaceX, received as equity consideration in its spectrum asset sale. NAV is estimated at $150-180/share 30-50% above where it currently trades with the IPO as the direct catalyst to close that gap. The sector is being sold at exactly the wrong time to be short it.