Oli(@OInvests):Space is Flying Today. $RKLB +6.95% $ASTS +6.07% Interest rate hikes compress valuations on cash burning growth companies. Higher discount rates make future cash flows worth less today. Hence the initial drop post announcement. Sentiment looks to have shifted: $RKLB - $1.94B ATM offering fully absorbed. Iridium acquisition fully funded. Dilution risk significantly reduced. 96th successful launch on September 19. $ASTS - BlueBird manufacturing scaling to 6 satellites per month. Revenue sharing with AT&T and Verizon activates once the constellation is up.

2026.09.21 15:08

Space is Flying Today. $RKLB +6.95% $ASTS +6.07% Interest rate hikes compress valuations on cash burning growth companies. Higher discount rates make future cash flows worth less today. Hence the initial drop post announcement. Sentiment looks to have shifted: $RKLB - $1.94B ATM offering fully absorbed. Iridium acquisition fully funded. Dilution risk significantly reduced. 96th successful launch on September 19. $ASTS - BlueBird manufacturing scaling to 6 satellites per month. Revenue sharing with AT&T and Verizon activates once the constellation is up.