Earth-observation satellite imagery and analytics
“There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there's the Photonics SuperCycle: -> Triggered by $LITE and $COHR. With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be mo…” post →
| Date | Tweet |
|---|---|
| 2026-03-24 | There's the Space Satellite MegaCycle: -> Triggered by $PL. With $BKSY / $SATL / $SPIR and others following. Then there's the Photonics SuperCycle: -> Triggered by $LITE and $COHR. With $AAOI / $TSEM / $MTSI / $SIVE / $IQE / $SOI and others following. One is hype over applications from Spac… → · 891 likes · 122,897 views |
| Report | Date | Stance |
|---|---|---|
| #100 — The New WFH (War From Home): Missile Defense, Counter-UAS, Electronic Warfare, and Surveillance | 2025-06-23 | LONG |
from2028 — cross-site stock view. Rebuilt at publish time.