SpaceX Is Now Down 36% in a Month. Would You Be Better Off With Rocket Lab or ASTS SpaceMobile?

Impact · against what's priced in

The space sector is experiencing a systemic valuation reset as investors rotate out of speculative growth assets regardless of individual revenue performance. The news is broadly negative for pure-play space names, while the potential Tesla-SpaceX merger remains a distant, speculative catalyst that does not offset near-term volatility.

PL−0.70

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