White House BTS, Google buys Wiz, Treasury vs Fed, Space Rescue

Bullish:

• $SPACEX - SpaceX demonstrates superior capabilities in space missions, particularly in astronaut rescue operations, positioning it as a leader in the commercial space industry.

  • “SpaceX was able to rescue the the two astronauts that were stranded by the Boeing Starliner debacle nine months ago.”

    Cyan·1:13:35
• $SPACEMFG - There's potential growth in US-based advanced manufacturing for space technology, as the country needs to catch up in this sector.

  • “The United States basically just imported manufactured goods while they invested in all of the infrastructure to to deliver advanced manufacturing at scale. And so we've got a lot of catching up to do.”

    David·1:22:01
• $FIREFLY - Firefly Aerospace shows promise with successful lunar missions and plans for future launches, indicating potential growth in the commercial space sector.

  • “The Firefly, the blue ghost, lunar lander landed on March 2, lasted on the lunar surface for fourteen days, launched on January 15. They are launching two additional missions, mission two and mission three.”

    David·1:27:11

Bearish:

• $BA - Boeing is underperforming in the space industry, particularly with its Starliner program failures compared to competitors like SpaceX.

  • “Boeing is the big loser here. You barely gotta you know, it's interesting to me how bad they just fumbled this.”

    Cyan·1:15:18