Sectors
Space economy
SpaceX, launches, satellites
- Episodes
- 24
- Share
- 2.6%
- Shows
- 24
- Net sentiment
- +0.59
Up from 1.1% of episodes in the weeks before; net sentiment was +0.70.
Bullish 15Mixed 5Neutral 2Bearish 2
5 weeks
Share of each week's episodes, and net sentiment.
0%2%4%
Sep 21Sep 28Oct 5Oct 12Oct 19
Net sentiment
−10+1
Sep 21Sep 28Oct 5Oct 12Oct 19
The episodes behind it
Why each one was bullish, bearish or in between. Most time on the theme first.
Bullish 15
- SpaceX posted its first profit and strong revenue growth, with Starlink subscribers rising.Musk Floats Mega-Merger, United CEO on Airfares & Fuel 10/21/26 · Squawk Pod · Oct 21
- Disaggregated small satellites are winning government contracts, while SpaceX disruption pressures incumbents.Stanford Seminar - Silicon Valley and The U.S. Government: Lockheed Martin Ventures’ Chris Moran · Stanford Online: University Courses & Lectures · Oct 22
- SpaceX posted strong results and is positioned as an AI and data infrastructure player.Chinese Premier Li Qiang meets with Russian President Vladimir Putin · Global Business · Oct 22
- SpaceX rocket landing reuse is praised as a breakthrough that government agencies failed to achieve.Andruil's Drone Wingmen - Ep 637 · Ones Ready · Oct 23
- SpaceX revenue surged and Starlink subscribers grew strongly, though management trust is a concern.SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise? · Chit Chat Stocks · Oct 23
- SpaceX reported strong revenue and profit growth driven by its AI and Starlink divisions.Ukraine says US intelligence is back; SpaceX revenues soar, and more · The World in Brief from The Economist · Oct 21
Show 9 moreShow fewer
- European space tech venture funding reached about 1.2 billion euros in 2025, with many firms serving defence too.Equity finance for defence and innovation · The Sound of Economics · Oct 21
- SpaceX's Starlink is driving revenue and a proposed merger with Tesla.Musk backs Tesla-SpaceX merger · Squawk Box Europe Express · Oct 21
- Commercial launch and satellite capability growth is portrayed as transforming space and defense.#441 - DARPA Insider: Steve Jobs CIA Deal, Stargate Argentina & Facebook Weapon | Sharon Weinberger · Danny Jones Podcast · Oct 19
- Starlink subscriber growth and bandwidth plans suggest strong expansion for SpaceX's connectivity business.SpaceX’s AI Business Up 830%, OpenAI Agents Lie, and Startup Turns Mercury Into Gold | EP #305 · Moonshots with Peter Diamandis · Oct 23
- Europe is expected to build sovereign space and launch capabilities, creating opportunity for new defense entrants.Defense & Aerospace Daily Podcast [Oct 19, 2026] Look Ahead w/ Byron Callan · Defense & Aerospace Report · Oct 19
- Hosts praise SpaceX's momentum and the share-giveaway idea, with one relative's SpaceX stake as an example.We spent 8 hours finding the best stuff on X. Here it is. · My First Million · Oct 23
- Rising retail and investor interest in space, sparked by SpaceX, should raise attention on space names like MDA.Investment Strategist: 8 stocks WIN as Wall Street IGNORES this trade! · Full Signal · Oct 22
- Uzona Space Systems launched satellites and raised funding for a commercial GPS-alternative navigation service.Matthew Prince on PHP2Shell, iPhone Duo Early Reactions, Meta Unveils New Class C Stock | Matthew Prince, Kevin Weil, MC Lader, Dillon Baxter, Richard Starson, Brian Manning · TBPN · Oct 22
- Space startups raised a record $20.8 billion in Q3 2026 according to Seraphim.NB596: Cisco, NVIDIA Plug New Optical Form Factor; TSMC Etches Another Record Quarter · The Everything Feed - All Packet Pushers Pods · Oct 19
Bearish 2
- A Russian satellite came within about 85 feet of a Ukrainian-used satellite, signaling rising space threats.Has the U.S. lost air dominance in the Mideast? · Threat Status · Oct 23
- Single-supplier Starlink reliance is a risk that may push rivals to build competitors.WarTalk: Kofman on Starlink + What Ukraine Can Teach the U.S. Military · ChinaTalk · Oct 25
Mixed 5
- European players like Eutelsat's OneWeb trail Starlink while Finnish startups show promise.Songs of disenchantment: the sorrow of Nigeria · The Intelligence from The Economist · Oct 23
- Federal test ranges are underfunded and bureaucratic, slowing startups, though some FAA progress is noted.The Future Of Fighter Jets - EP 93 Hermeus With Zach Shore And A.J. Piplica · Core Memory · Oct 21
- Starlink leads, while European startups like ISAI and OneWeb show promise but are far behind.Songs of disenchantment: the sorrow of Nigeria · Economist Podcasts · Oct 23
- Speaker sees orbital data centers as viable later, priced probabilistically, with ODCs modeled from 2032.SpaceX Could Overtake Nvidia, Microsoft & Google in the AI Race · Milk Road Stocks · Oct 19
- Starlink and Mars ambitions could benefit from combined capital, with trickle-down effects.The Ask: What happens if the Musk Empire gets solidified with the Tesla/SpaceX merger? #SGToday · CNA938 Rewind · Oct 22
Neutral 2
- Space segment grew 6% year over year, the smallest part of the business.Drill Down Earnings, Ep. 481: Space Exploration Technologies Q3 earnings – ($SPCX) – A Deep Dive with Cory Johnson · The Drill Down · Oct 20
- Army and Space Force divide counter-space roles and face challenges fusing satellite data for users.Army Aviation Takes Center Stage: Budgets, Balloons & The Bible · Aviation Week's Check 6 Podcast · Oct 20
Around it
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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