Ticker brief
PL PLANET LABS PBC
Technology · Software
last close
$19.98
1 day
-5.6%
14 days
-19.1%
mkt cap
$11.2B
signals 14d
38
authors 14d
23
crowd 14d
+2.3σ
Options inteloptions-surface reads · latest available day per source
| metric | reading | context |
|---|---|---|
| IV — ATM 30d | 115% mid · 79 pctile own 1y | IV/HV 1.67× (as of 2026-08-06) |
| Skew — 25Δ RR 30d | +0.070 66 pctile own 1y | balanced vs own range |
| Net dealer OI (NDOI) | +1.42 thin | 5-session Δ +0.63 (as of 2026-07-06) |
| OI alarm | quiet | last alarm 2026-06-05 (z=2.6) |
Sentiment — last 14 days
daily mean sentiment, 2026-08-15 → 2026-08-28 · now +0.17 (−1 bearish … +1 bullish)
Who spoke23
| author | grade | trader score | signals | mean sent |
|---|---|---|---|---|
| @Kaizen_Investor | B | -2.09 | 11 | +0.52 |
| @BlackPantherCap | C | -2.26 | 3 | +0.32 |
| @Reformed_Trader | C | -3.02 | 2 | -0.23 |
| @OpenOutcrier | C | · | 2 | +0.28 |
| @TheNewMoney_app | C | · | 2 | +0.30 |
| @Stevendiaz | B | -1.17 | 1 | +0.35 |
| @esenkaratekin | C | +1.08 | 1 | +0.45 |
| @AhmetSunelcan1 | B | +2.29 | 1 | -0.25 |
| @KeithTradeSmith | C | +0.25 | 1 | +0.65 |
| @StockSavvyShay | B | -2.15 | 1 | +0.40 |
| @snorlax_uw | C | · | 1 | +0.15 |
| @yianisz | A | -3.33 | 1 | +0.35 |
| @StonkValue | C | -1.74 | 1 | +0.35 |
| @PeloSwing | C | -0.75 | 1 | +0.35 |
| @carlosfagar | C | -3.98 | 1 | +0.45 |
| @Sarge986 | C | +0.46 | 1 | +0.55 |
| @HunterAllen4 | C | -1.66 | 1 | +0.40 |
| @BinDollarSign | C | -1.47 | 1 | -0.60 |
| @_TP888 | C | -1.12 | 1 | +0.60 |
| @OptionsFlowBoss | C | · | 1 | -0.30 |
| @StockTraderHub | C | -2.19 | 1 | +0.30 |
| @RKLBMan | C | +0.23 | 1 | +0.80 |
| @AnthonySandford | C | · | 1 | +0.00 |
Recent signals30of 38 in 14d — receipts included
| date (PT) | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|
| 2026-08-28 | @AnthonySandford | +0.00 | Recaps completed intraday trades guided by changing gamma positioning | — | tweet ↗ |
| 2026-08-28 | @RKLBMan | +0.80 | Explicitly rejects bearishness across a broad space-equity basket. | — | tweet ↗ |
| 2026-08-28 | @StockTraderHub | +0.30 | Reports a small call buyer with September 18 expiry as possible bullish positioning. | — | tweet ↗ |
| 2026-08-28 | @TheNewMoney_app | +0.35 | Reports a notable purchase of near-dated PL calls. | — | tweet ↗ |
| 2026-08-28 | @OptionsFlowBoss | -0.30 | Reports traders slowly rolling down PL positions. | — | tweet ↗ |
| 2026-08-28 | @_TP888 | +0.60 | Reports $85K of PL calls at 21.50 for Sep 4, with 97% executed at the ask. | — | tweet ↗ |
| 2026-08-28 | @Kaizen_Investor | +0.55 | Expects greater quality selectivity in the next bull run and prioritizes PL and MRVL. | — | tweet ↗ |
| 2026-08-28 | @BinDollarSign | -0.60 | Waiting to buy RKLB in the low $50s while space stocks remain weak. — States a concrete future RKLB entry zone amid bearish sector conditions. | — | tweet ↗ |
| 2026-08-28 | @Kaizen_Investor | -0.15 | Flags PL earnings on September 3 and analyzes dilution risk after a $1.5B ATM and 60% decline. | — | tweet ↗ |
| 2026-08-27 | @BlackPantherCap | +0.20 | Presents the first six names in a researched 51-company, nine-layer technology buildout basket. | -5.6% | tweet ↗ |
| 2026-08-27 | @HunterAllen4 | +0.40 | Presents a bullish long-term space-economy basket led by an explicit 2X RKLB thesis. | -5.6% | tweet ↗ |
| 2026-08-26 | @OpenOutcrier | +0.25 | Recaps unusual call activity; capped at the first six tickers. | -5.6% | tweet ↗ |
| 2026-08-26 | @TheNewMoney_app | +0.25 | Reports 79,422 dollars of PL 33 calls purchased for November 2026. | -5.6% | tweet ↗ |
| 2026-08-26 | @Kaizen_Investor | +0.50 | Provides a portfolio update covering a new GILT position, additions, concentration, and performance. | -5.6% | tweet ↗ |
| 2026-08-26 | @Kaizen_Investor | +0.75 | Reports additions to PL and RKLB and gives a bullish long-term space thesis. | -5.6% | tweet ↗ |
| 2026-08-26 | @Kaizen_Investor | +0.40 | Says PL remains the larger position after adding unnamed holdings yesterday. | -5.6% | tweet ↗ |
| 2026-08-26 | @Sarge986 | +0.55 | Adding to ALTO, PL, SWBI and EVLV positions — Explicitly announces additions to four small-cap holdings | -5.6% | tweet ↗ |
| 2026-08-25 | @carlosfagar | +0.45 | Argues PL operates in the sector with the fastest-growing addressable market over coming years. | -7.3% | tweet ↗ |
| 2026-08-25 | @Reformed_Trader | -0.20 | Says space-sector names trade together and ASTS weakness is dragging peers lower. | -7.3% | tweet ↗ |
| 2026-08-25 | @Kaizen_Investor | +0.90 | Significantly increased PL at $21.50 and expects it to remain the largest holding for years. — Explicit same-day add backed by a long-term moat, cash-flow, AI, and space thesis. | -7.3% | tweet ↗ |
| 2026-08-25 | @Kaizen_Investor | +0.75 | Calls Planet one of the portfolio's widest-moat stocks and difficult to replicate. | -7.3% | tweet ↗ |
| 2026-08-25 | @PeloSwing | +0.35 | Planet partnered with Rwanda on a national satellite-data program; author also sees a possible downtrend break. | -7.3% | tweet ↗ |
| 2026-08-24 | @BlackPantherCap | +0.55 | Hold and dollar-cost average selected AI and infrastructure names through weakness. — Plans to hold and DCA bullish AI holdings despite expecting a difficult correction. | -7.4% | tweet ↗ |
| 2026-08-23 | @Kaizen_Investor | +0.30 | Discloses that PL and RKLB are the author's only two current holdings in the referenced category. | -10.4% | tweet ↗ |
| 2026-08-23 | @Kaizen_Investor | +0.70 | Presents bullish fundamental theses for Planet in space/AI and Marvell in photonics. | -10.4% | tweet ↗ |
| 2026-08-23 | @Kaizen_Investor | +0.30 | Argues Planet needs institutional capital to scale from a $10B to a $100B company. | -10.4% | tweet ↗ |
| 2026-08-23 | @Kaizen_Investor | +0.70 | Reports a record spike and all-time high in Planet's institutional ownership despite dilution concerns. | -10.4% | tweet ↗ |
| 2026-08-21 | @StonkValue | +0.35 | Highlights PL as an earth-intelligence and satellite-data platform. | -10.4% | tweet ↗ |
| 2026-08-21 | @OpenOutcrier | +0.30 | Reports a U.S. policy target of more than 1,000 annual space launches by 2030. | -10.4% | tweet ↗ |
| 2026-08-21 | @yianisz | +0.35 | Argues rapid US launch growth through 2030 creates asymmetric upside for launch and space infrastructure names. | -10.4% | tweet ↗ |
“Since then” = price move from the close on the signal's date (PT) to the latest close — what happened after they said it, not a backtest. A — means no trading session has closed since the signal yet. Sentiment is our extracted per-tweet score, −1…+1.