@Money_or_Life_X Money_or_Life_X

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.

The author is centered on SpaceX exposure through SPCX and RKLB, arguing space compute and launch economics can justify large upside while treating RKLB as the better 3-5 year risk/reward. They stayed constructive on NVDA and select photonics/semis, but repeatedly warned against chasing SPCX after a sharp move and turned clearly negative on SATS as a SpaceX proxy. The main late-window shift was SPCX profit-taking after a disclosed 20% position and 150-to-200 move, not a thesis abandonment.

The author’s strongest concentration is SPCX/RKLB, with repeated bullish framing around space compute, launch cadence, index inclusion, and relative valuation. The notable flip is tactical rather than fundamental: after buying SPCX around 150 and disclosing a 20% position, they took profits above 200, warned not to chase, and planned further small sales. SATS conviction deteriorated across the window, moving from reduced investment value to explicit warnings that it may not close the SpaceX proxy gap.

Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.