@yianisz · Long SPCX · The Analysts

Call · @yianisz · #220 on the leaderboard

@yianisz

@yianisz · Fri, Aug 21

1,000+ US launches/reentries annually by 2030, versus roughly 178 launches in 2025. $SPCX is the obvious winner. I think the market is underestimating the second-order winners. $RKLB is the clearest asymmetric beneficiary: it already has Electron flying, while Neutron gives it

28d agoview on X ↗media on X

tweeted Fri, Aug 21 · counted from Mon, Aug 24 close

Read as

Long SPCX, Long RKLB · High confidence

Confidence

High0.98

Counted from

Mon, Aug 24 · market close

Rank since this call

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#220

Sep 17

Leaderboard position per scored day, never a price chart. Other calls were active in this window; no single call is credited.

Active call · day 27 · counts fully until Sep 18 · fades out by Oct 2