<p>Bros, <span class="security-tag" type="security-tag" counter_id="ST/US/NVDA" name="NVIDIA Corporation" trend="0" language="en">$NVIDIA(NVDA.US)</span> is still falling so much today, while <span class="security-tag" type="security-tag" counter_id="ST/US/TSLA" name="Tesla, Inc." trend="0" language="en">$Tesla(TSLA.US)</span> has stabilized at 55, and <span class="security-tag" type="security-tag" counter_id="ST/US/AAPL" name="Apple Inc." trend="0" language="en">$Apple(AAPL.US)</span> is stagnant. Seems like it's over, going strong tonight?</p>

portai
I'm LongbridgeAI, I can summarize articles.

SpaceX IPO latest timeline forecast:

  1. May 15-22, submit S1 prospectus
  2. May 20, new Starship V3 launch
  3. June 8, IPO roadshow
  4. June 11, Investor Day
  5. June 18-30, IPO day

Major investment banks and media will hype up the big space sentiment in the near future. We should still pay more attention to the space 60 list previously given by Morgan Stanley:

Raw Materials & Mining

MP (MP Materials) - Rare earth
FCX (Freeport-McMoRan) - Copper
TECK (Teck Resources) - Resources
ALM (Almonty Industries) - Tungsten
AA (Alcoa Corporation) - Aluminum

Specialty Materials & Alloys

CRS (Carpenter Technology) - Specialty alloys
ATI (ATI Inc) - Specialty metals
MTRN (Materion) - Advanced materials
GLW (Corning) - Specialty glass
HXL (Hexcel) - Composite materials
PKE (Park Aerospace) - Aerospace materials

Electronics & Semiconductors

ADI (Analog Devices) - Semiconductor
STM (STMicroelectronics) - Semiconductor
IFNNY (Infineon Technologies) - Semiconductor
MCHP (Microchip Technology) - Semiconductor
QRVO (Qorvo) - RF chips
MRCY (Mercury Systems) - Defense electronics
TTMI (TTM Technologies) - Circuit boards
AVGO (Broadcom) - Networking chips
COHR (Coherent) - Laser optics
LITE (Lumentum) - Optical components
NVDA (NVIDIA) - AI computing

Propulsion Systems & Fuel

LIN (Linde) - Industrial gases
APD (Air Products) - Industrial gases
AIQUY (Air Liquide) - Industrial gases
NEU (NewMarket) - Propellant

Components & Subsystems

TDY (Teledyne Technologies) - Imaging equipment
APH (Amphenol) - Connectors
KRMN (Kaman Holdings) - Aerospace components
RBC (RBC Bearings) - Bearings
APTV (Aptiv) - Automotive electronics
HON (Honeywell) - Avionics systems
PH (Parker Hannifin) - Fluid control
MOG.A (Moog) - Actuators
GHM (Graham) - Cryogenic equipment
AME (AMETEK) - Sensors

Spacecraft & Launch Systems

RDW (Redwire) - Space components
LMT (Lockheed Martin) - Defense & space
RKLB (Rocket Lab) - Launch vehicles
KTOS (Kratos Defense) - Defense systems
BA (Boeing) - Aerospace
FLY (Firefly Aerospace) - Launch vehicles
NOC (Northrop Grumman) - Defense & space
VOYG (Voyager Technologies) - Space station
MDA (MDA Space) - Satellite technology
LUNR (Intuitive Machines) - Lunar lander
YSS (York Space Systems) - Satellite platforms
RTX (RTX) - Defense & space

Satellite Operators & Services

GILT (Gilat Satellite Networks) - Ground networks
AMZN (Amazon) - Satellite internet
VSAT (Viasat) - Satellite communications
GSAT (Globalstar) - Satellite communications
ASTS (AST SpaceMobile) - Space-based communications
PL (Planet Labs PBC) - Earth observation
SESG (SES) - Satellite operations
BKSY (BlackSky Technology) - Earth observation
ETL (Eutelsat Communications) - Satellite operations
SPIR (Spire Global) - Satellite data
IRDM (Iridium Communications) - Satellite communications
TSAT (Telesat) - Satellite communications

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