Virgin Galactic

$Rocket Lab(RKLB.US)has been under pressure this week. Here are the key drivers based on recent market action and reporting.

SpaceX went public around June 12, 2026, in one of the largest IPOs ever raising ~$75 billion at a massive valuation. This created intense focus and capital inflows into SpaceX itself, leading to profit-taking and rotation out of other public space stocks like $Rocket Lab(RKLB.US), ASTS, LUNR, and SPCE. Many space names dropped 10–40% in the days following as investors reassessed valuations and shifted attention. $Rocket Lab(RKLB.US)was caught in this sell the hype dynamic: pre-IPO excitement had lifted the whole sector, but post-IPO reality triggered selling in peers. Analysts and traders noted SpaceX sucking the oxygen out of the broader space trade.

Besides, $Rocket Lab(RKLB.US)was added to the Nasdaq-100 Index effective on June 22. The announcement triggered a strong pre-market rally (up 7–8%+ at times), but this reversed into profit-taking once regular trading began. One session saw a sharp drop (around 10%+ intraday in reports) as traders who bought the rumor sold the news. Passive index fund buying is expected starting next week, which could provide support, but the immediate reaction was negative.

@Bridge Buzz SG

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Goldman Sachs expects $SpaceX(SPCX.US) SpaceX's AI-related revenue to grow 100-fold by 2030. - FT

Everyone is out there making life changing returns on $Reddit(RDDT.US).

$Virgin Galactic(SPCE.US) 🚀👩🏻‍🚀

SPCE just came onto my radar after a sharp rally and unusually heavy trading volume. The stock has been moving strongly, likely helped by renewed interest in space-related names and Virgin Galactic’s progress toward its next major milestone: the Delta-class spaceship.

What caught my attention is that Virgin Galactic has reopened spaceflight sales at around US$750,000 per seat, while its first new Delta-class spaceship is expected to enter flight testing in Q3 2026. Commercial operations are still targeted for Q4 2026, so there are clearer milestones for investors to watch.

That said, I would treat SPCE as a speculative trade, not a low-risk investment. The company is still pre-commercial for this next phase, has ongoing cash burn, and dilution risk remains something to watch.

For me, the appeal is the momentum and upcoming milestones, but the risk is execution. If Virgin Galactic can stay on schedule with Delta testing and commercial flights, sentiment could remain strong. But after such a sharp move, I would manage position size carefully and avoid chasing blindly.

🌙 After-Market Earnings Recap:

Recently, space concept stocks have suddenly taken off collectively. These cold tickets like SPCE, LUNR, RDW, ASTC are getting more and more aggressive, which is really confusing. Honestly, space stocks once felt abandoned by the market, and now they suddenly get a new lease on life. It's really hard to understand 😥

$Virgin Galactic(SPCE.US) $Intuitive Machines(LUNR.US) $Redwire(RDW.US) $Astrotech(ASTC.US)