@MorganLBrennan MorganLBrennan
CNBC anchor breaking space-economy, defense and AI-infra news straight from executives
Financial journalist who relays scoops, CEO/CFO interview co
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.
Across their last 15 scored bets: 53% hit rate, -0.93% mean alpha, trader score -0.46. Their last-14d mentions, direction-adjusted, have moved +2.9% since posting (mean over 13 mentions with price data).
Morgan Brennan’s window is concentrated on SpaceX-related market-access news, including a reported Cursor acquisition, options trading launch, and IPO discussion. The only explicit directional call is a bullish SPX year-end target at 8100, while crypto exposure is framed as discussion around tokenized stocks, BTC outlook, and the Clarity Act. There is no clear late-week flip or position-management signal in the supplied posts.
The author’s actionable conviction is limited to holding a bullish SPX year-end target, while most other activity is news or discussion framing. SPCX dominates the window with three related signals, creating concentration and pump-risk around SpaceX market-access headlines. No supplied signal shows a position add, trim, exit, or clear conviction flip.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | AMZN | @MorganLBrennan | +0.25 | Satellite connectivity landscape is changing with Starlink, Amazon, RKLB and others building services. | — | tweet ↗ |
| 2026-07-02 | SPCX | @MorganLBrennan | +0.25 | Satellite connectivity landscape is changing with Starlink, Amazon, RKLB and others building services. | · | tweet ↗ |
| 2026-07-02 | RKLB | @MorganLBrennan | +0.25 | Satellite connectivity landscape is changing with Starlink, Amazon, RKLB and others building services. | — | tweet ↗ |
| 2026-07-01 | LUNR | @MorganLBrennan | +0.45 | NASA awards additional lunar lander contracts to LUNR, FLY, and Astrobotic. | -3.1% | tweet ↗ |
| 2026-07-01 | FLY | @MorganLBrennan | +0.45 | NASA awards additional lunar lander contracts to LUNR, FLY, and Astrobotic. | +1.9% | tweet ↗ |
| 2026-07-01 | UFO | @MorganLBrennan | +0.10 | Discusses $8B Rocket Lab-Iridium deal and space/AI telecom themes. | +1.0% | tweet ↗ |
| 2026-07-01 | SPCX | @MorganLBrennan | +0.00 | Discusses $8B Rocket Lab-Iridium deal and space/AI telecom themes. | · | tweet ↗ |
| 2026-07-01 | RKLB | @MorganLBrennan | -0.10 | Discusses $8B Rocket Lab-Iridium deal and space/AI telecom themes. | +0.4% | tweet ↗ |
| 2026-07-01 | IRDM | @MorganLBrennan | +0.50 | Discusses $8B Rocket Lab-Iridium deal and space/AI telecom themes. | -3.5% | tweet ↗ |
| 2026-07-01 | ARKX | @MorganLBrennan | +0.10 | Discusses $8B Rocket Lab-Iridium deal and space/AI telecom themes. | · | tweet ↗ |
| 2026-07-01 | AA | @MorganLBrennan | -0.10 | Alcoa buying assets from South32 for $5.6B to expand aluminum footprint. | +2.5% | tweet ↗ |
| 2026-06-30 | AVAV | @MorganLBrennan | +0.60 | AeroVironment soared on earnings beat as revenue doubled. | +15.6% | tweet ↗ |
| 2026-06-30 | VOYG | @MorganLBrennan | +0.20 | NASA lunar lander contracts and Astrobotic acquisition by VOYG discussed. | +6.1% | tweet ↗ |
| 2026-06-30 | LUNR | @MorganLBrennan | +0.20 | NASA lunar lander contracts and Astrobotic acquisition by VOYG discussed. | -8.5% | tweet ↗ |
| 2026-06-30 | FLY | @MorganLBrennan | +0.20 | NASA lunar lander contracts and Astrobotic acquisition by VOYG discussed. | -1.7% | tweet ↗ |
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.