We win because we do our own research. We win because we read filings. We win because we challenge our own thesis harder than anyone else. We win because we don't participate in echo chambers. We win because we stay curious, change our minds, and never confuse conviction with stubbornness. We win because we ignore the noise. We win because we're looking for truth, not validation.

$VOYG: Breaking Defense just dropped a great interview with Voyager Space President Matt Magaña. "We’ve been awarded multiple contracts supporting Golden Dome, and we’ve submitted additional proposals – several with teammates – across mission areas. We’re also working insertion opportunities across existing programs where our technologies can bring added capability quickly. A major focus for us is intercept during the boost and engagement phases. We bring systems including divert and attitude control systems, guidance and navigation, radiation-hardened computing, sensors, star trackers, and data transport and communications. The opportunity for us is really to bring those proven capabilities together and insert them where they can have the greatest impact across the Golden Dome architecture."

A quarter of a century has passed since September 11, 2001, when the peace of our Nation was shattered by terrorists. Today, we remember the 2,977 precious lives taken from us, honor the heroes who answered the call, & keep their families in the heart of our Nation. Above all, we must ensure the memory of 9/11 never fades, but is carried from one generation of Americans to the next. We will never forget. 🇺🇸

$RKLB: Rocket Lab completed its 16th Electron launch of 2026 and its 95th mission overall, successfully deploying an Earth observation satellite for a confidential customer. The mission lifted off from Rocket Lab LC-1 in New Zealand at 3:28PM. Next launch is scheduled before month-end.

'Happily Ever Faster' to orbit 🌌✨ Today we launched our 95th Electron at 3:28 pm NZST and deployed a single Earth observation satellite to a 500km LEO for a confidential customer - our 16th mission of the year with 100% mission success.

SpaceX CFO Bret Johnsen has announced that the company has signed another AI compute deal that will generate $1.11 billion of revenue per month ($13.3 billion per year), starting on Dec 1, 2026. "Earlier this month, we closed another hosting deal. By the end of this year, with annualizing our December number, we're on track to hit $100 billion of ARR." (via Goldman Sachs Communacopia and Technology Conference)

$YSS: York Space Systems will serve as prime contractor for the initial phase of DeepSky, Tomorrow io’s next-generation early warning constellation, delivering dozens of satellites on York’s M-CLASS platform leveraging flight-proven systems. The $187 million contract covers the initial phase of the planned proliferated low-Earth orbit constellation.

$RKLB / $IRDM: Iridium just crossed another important milestone for satellite-to-device connectivity. A voice message was successfully transmitted from a Toyota vehicle to the Iridium satellite network using Iridium NTN Direct, Deutsche Telekom IoT and Nordic Semiconductor technology.

$SPCX / $AMZN / $ASTS AT&T CEO Stankey explain why AT&T, Verizon and T-Mobile set up the JV, creating a buying consortium. The goal of the JV is to create a buying consortium that can aggregate MNOs satellite volumes, work with multiple constellations, and get the best economics for customers.

$SPCX / $AMZN / $ASTS AT&T CEO Stankey explain why AT&T, Verizon and T-Mobile set up the JV, creating a buying consortium. The goal of the JV is to create a buying consortium that can aggregate MNOs satellite volumes, work with multiple constellations, and get the best economics for customers.

Rocket Lab CEO @Peter_J_Beck on $RKLB investors "You have the really well educated institutional investors and lots of mom and dads who invest." "The one thing that surprised us was the retail group." "They are incredibly well researched. Sometimes MORE well researched than the big institutions and analysts."

$SPCX / $ASTS: In this morning’s interview on Yahoo Finance, AT&T CEO John Stankey was very clear about how he sees the satellite segment evolve. He expects AT&T to keep the customer and ~98% of the traffic on its fiber and towers. "there's also going to be the complementary dynamic of us being able to solve that other 2% of the use cases I talked about and bring our customers to those satellite operators, whether it be Amazon or SpaceX."

$RKLB: Roaming agreements are now signed, with commercial availability for Deutsche Telekom IoT customers targeted for Q4 2026. Selected European customers are already testing the service through DT’s Global SIM. A huge new market is opening for Iridium, with automotive connectivity likely first in line following the Toyota demonstration.

$RKLB / $IRDM: Iridium just crossed another important milestone for satellite-to-device connectivity. A voice message was successfully transmitted from a Toyota vehicle to the Iridium satellite network using Iridium NTN Direct, Deutsche Telekom IoT and Nordic Semiconductor technology.

$SPCX: The UK just become the first country outside the U.S. to publicly confirm adopting Starshield, SpaceX's military and intelligence satellite network, according to a Reuters FOI request. As Europe accelerates its defense buildup, sovereign governments are increasingly investing in resilient space-based communications, in this case, Starlink.

$MDA: MDA just unveiled AURORA BLACK, a new software-defined satellite platform built for government and military communications. Key capabilities include: • End-to-end secure communications • Onboard anti-jamming • GPS spoofing resistance • Perimeter & proximity sensing • Enhanced cyber and physical resilience

$VOYG: "We announced our lunar strategy in February, aligning ourselves with the national goal to deliver the foundational infrastructure required for sustained operations on the lunar surface," said Dylan Taylor, Chairman & CEO, Voyager. "Six months on from that announcement, we have a dedicated lunar systems team, three planned landings on the Moon and the capabilities to deliver for NASA’s Moon Base plans and future deep-space exploration."