Aug. 4 at 8:25 PM
$AMTM
Posted this on my Substack earlier this morning.
One of the few profitable names in the space sector with:
$14B in revenue
$5.9B market cap
Less than 10x earnings
A rare combination of real revenue, profitability, and space industry exposure.
My view: if
$SPCX continues its rally toward
$150, institutional and thematic capital may look for quality names like this to add exposure.
These are the opportunities I’m monitoring closely for the next market move. Stay prepared.