Launch, satellites, and the SpaceX conversation. As of the 2026-10-19 session · marker UFO.
A move is a move in either direction. The base rate is what a random liquid name did over the same 20 sessions; a theme that moves more than the base rate is unusual, not right.
| Ticker | Sector | Bucket | Mkt cap | Last | 20d | 5d | Notable days (14) | Play fired (last 14d) |
|---|---|---|---|---|---|---|---|---|
| VOYG | Aerospace & Defense | Space & Launch | $1.5B | $25.10 | -33.4% | -7.7% | 1 | — |
| ASTS | Telecom | Commercial Space | $12B | $41.82 | -32.7% | -18.0% | 2 | — |
| LUNR | Aerospace & Defense | Space & Launch | $1.7B | $10.75 | -31.9% | -16.7% | — | — |
| SATL | Telecom | Space & Launch | $562M | $3.93 | -29.6% | -16.2% | — | — |
| RKLB | Aerospace & Defense | Space & Launch | $29B | $51.41 | -28.5% | -21.2% | 1 | — |
| FLY | Aerospace & Defense | Space & Launch | $2.7B | $16.62 | -27.9% | -14.4% | — | — |
| RDW | Aerospace & Defense | Commercial Space | $1.6B | $8.47 | -27.7% | -8.2% | — | — |
| AVAV | Aerospace & Defense | Space & Launch | $6.0B | $117.95 | -27.0% | -10.2% | — | — |
| FEIM | Technology Hardware | Space & Launch | $641M | $65.12 | -26.8% | -10.4% | 2 | — |
| BKSY | Telecom | Space & Launch | $634M | $17.13 | -26.8% | -14.2% | 2 | — |
| PL | Telecom | Commercial Space | $4.7B | $13.54 | -21.5% | -15.2% | — | — |
| VSAT | Telecom | Space & Launch | $8.2B | $60.41 | -21.0% | -11.0% | 3 | — |
| KTOS | Aerospace & Defense | Space & Launch | $7.3B | $39.12 | -20.0% | -5.9% | 5 | — |
| IRDM | Telecom | Space & Launch | $4.7B | $44.31 | -7.4% | -5.9% | 1 | — |
| BA | Aerospace & Defense | Space & Launch | $151B | $192.28 | -4.5% | +1.6% | — | — |
| KRMN | Aerospace & Defense | Space & Launch | $4.5B | $33.91 | -4.2% | +4.7% | 1 | — |
| NOC | Aerospace & Defense | Space & Launch | $72B | $510.65 | -3.0% | +5.3% | 1 | — |
| AMTM | Internet & Digital Services | Space & Launch | $4.7B | $19.40 | -2.5% | +2.5% | 1 | — |
| LMT | Aerospace & Defense | Space & Launch | $127B | $549.97 | +2.4% | +7.2% | — | — |
| TDY | Aerospace & Defense | Space & Launch | $29B | $619.76 | +1.8% | +1.0% | 2 | — |
| GSAT | Telecom | Commercial Space | $11B | $82.10 | -1.6% | -1.1% | 1 | — |
| LHX | Aerospace & Defense | Space & Launch | $46B | $243.84 | -1.3% | +1.6% | — | — |
| SIDU | Telecom | Space & Launch | — | no options data since 2026-09-18 | — | — | ||
All 23 members shown. 1 member has no options data for this session and is listed without a price. 2 more names carry the label at low classifier confidence and are left off the desk on purpose.
1 person bullish, 0 of them positioned; 1 bearish, 0 of them positioned (last 90 days, latest dated view per person).
| Bullish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Gavin Baker | view only | 2026-08-14 | All-In Podcast | Spacex (Private) |
| Bearish | Stance | Date | Where | Said as |
|---|---|---|---|---|
| Jim Chanos | view only | 2026-07-31 | Prof G Markets | Spacex (Private) |
1 published picks; 0 matured to 20 sessions: —.
| Ticker | Play | Published | 10d | 20d | State |
|---|---|---|---|---|---|
| LUNR | Small-Cap AI & Defense Momentum | 2026-08-28 | -6.8% | — |
Every published pick inside the theme, losers included. A matured row is a close-to-close move from the pick's entry; open rows have no 20-session number yet.
| Filed | Ticker | Company | What | Read |
|---|---|---|---|---|
| 2026-09-24 | IRDM | Iridium Communications Inc. | m&a | Iridium stockholders approved acquisition by Rocket Lab at a $54 notional per-share value, consolidating a global satellite network with a launch and space-systems company. “combining Iridium's trusted global network, spectrum and decades of operating experience with Rocket Lab's extensive launch and space systems capabilities to unlock a new era of space applications” filing
|
| 2026-09-18 | IRDM | Iridium Communications Inc. | m&a | Iridium Communications, a satellite operator, is being acquired by Rocket Lab Corporation in a merger expected to close mid-2027, combining satellite communications with Rocket Lab's launch and space systems business. “Agreement and Plan of Merger...by and among Iridium, Rocket Lab Corporation...Merger Sub I will merge with and into Iridium...Iridium continuing as...an indirect wholly owned subsidiary of Parent” filing |
| 2026-09-15 | IRDM | Iridium Communications Inc. | m&a | Satellite communications operator Iridium amends its credit agreement to permit the previously announced acquisition by Rocket Lab Corporation, ensuring existing term loans remain outstanding post-close. “Iridium Communications Inc...entered into an Agreement and Plan of Merger...with Rocket Lab Corporation...Merger Sub I will merge with and into the Company...with the Company continuing as the surviving corporation and an indirect wholly owned subsidiary of Rocket Lab” filing |
3 filings shown; 1 more were read and filed here below the confidence floor, so it is not on this table.
An analyst model reads every 8-K from a universe company under $5B and files it under the theme it enters or reports inside, quoting the filing. This says who walked in and what they said; whether entrants outperform is a separate question we have not measured.
Membership is a current classification, not a history: a name that entered the theme last month reads as if it were always here. Entrants come from 8-Ks of universe companies under $5B only. Nothing on this page is a recommendation; the tape says what is unusual, the voices say who is in, the record says how our own picks did, the filings say who walked in.
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