AST SpaceMobile is a compelling buy on the dip with attractive valuation and technical support, seen as a long-term winner with a good short-term entry point.
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3 Space Stocks Got Crushed by SpaceX — Now They're a Buy
Jun 21, 2026
The creator discusses the upcoming SpaceX IPO and its potential impact on other space stocks. They highlight concerns about insider selling and the stock's mechanics, suggesting potential volatility. Profitability for SpaceX is tied to the success of Starship, with an estimated breakeven point around 2028-2029.
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Tickers discussed in this post
Planet Labs is a compelling buy on the dip with attractive valuation and technical support, seen as a long-term winner with a good short-term entry point.
Rocket Lab is a compelling buy on the dip with attractive valuation and technical support, seen as a long-term winner with a good short-term entry point.
Lifetime is a strong buy as it hits 52-week highs, has a good chart, and benefits from the premium consumer and IPO wave.
Dutch Bros is presented as an interesting consumer name with long-term unit growth potential, comparable to an up-and-coming Starbucks.
GE Vernova is highlighted as a stock that has performed well in the power vertical, which is seen as a key area due to the global energy bottleneck.
Rocket Lab insiders sold shares before the SpaceX IPO, suggesting potential insider selling for SpaceX as well.