Sectors
Space economy
SpaceX, launches, satellites
- Episodes
- 11
- Share
- 1.1%
- Shows
- 11
- Net sentiment
- +0.82
Down from 1.2% of episodes in the weeks before; net sentiment was +0.78.
Bullish 9Mixed 2Neutral 0Bearish 0
3 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5
Net sentiment
−10+1
Sep 21Sep 28Oct 5
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 9
- Flight 14 delivered payloads to orbit and proved revenue-producing capability, supporting SpaceX valuation.Starship to Orbit, TSMC in Terafab?, AI progres · SpaceX Bagholder Podcast · Oct 6
- SpaceX viewed as dominant launch and orbital compute player with a very large future valuation path.AI, SI, Doom, SpaceX, Terafab, Starlink, Jensen, Zuck, Karp, Turks · Breakaway - Investing & Finance · Oct 11
- SpaceX's spectrum deal and Starlink growth position it as a disruptor to wireless and airline connectivity.9AM HOUR: AI Trade Rebounds, Telecom Tumbles on SpaceX Spectrum Deal, Apple Slides 10/9/26 · Squawk on the Street · Oct 9
- NASA and DOE plan nuclear reactors for Mars and the Moon, expanding space and nuclear programs.Fact Sheet: Trump Administration Announces the Most Ambitious Set of Science Initiatives This Century · The White House In Audio · Oct 9
- Hosts praise SpaceX reusable rockets and Musk's Mars colony plans as major progress.News On The Flipside In Your World Do You Feel Your Media Is Telling You The Truth _ Midterm poles · United Public Radio · Oct 11
- Goldman raised its SpaceX price target and Cramer sees the business as real, though he has been cautious.Mad Money w/ Jim Cramer 10/7/26 · Mad Money w/ Jim Cramer · Oct 7
Show 3 moreShow fewer
- SpaceX plans for lunar and Martian communications networks are presented as exciting technological progress.Did Trump Really Tell Iran to Bomb LA, the AI Bubble Keeps Expanding, and France Is Still on Fire | The Tom Bilyeu Show · Tom Bilyeu's Impact Theory · Oct 7
- Hotard says space data centers and non-terrestrial connectivity could be massive new opportunities for Nokia.Why AI could change mobile networks forever · The Tech Download · Oct 5
- Draper believes space is much closer to an economy than a decade ago, citing reusable rockets and expanding private investment.The Future of Crypto REVEALED by Early Bitcoin & Coinbase Investor! | Adam Draper · Thinking Crypto News & Interviews · Oct 5
Mixed 2
- Carrier satellite standards effort is a response to Starlink's lead, with both competitive and cooperative angles.This Week: AT&T/T-Mobile/Verizon Satellite JV, Panasonic, and T-Mobile/Sprint Merger Lawsuit · The Week with Roger · Oct 5
- Starlink and SpaceX are praised for contributions but criticized for Musk's unilateral control over military systems.How Big Tech Is Fueling The Future Of War · Commonwealth Club of California Podcast · Oct 7
Around it
Companies named
Shows that covered it most
- The Tech Download1
- The Week with Roger1
- Thinking Crypto News & Interviews1
- SpaceX Bagholder Podcast1
- Commonwealth Club of California Podcast1
- Mad Money w/ Jim Cramer1
Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.
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