$Planet Labs(PL.US) | Goldman Sachs 𝐫𝐚𝐢𝐬𝐞𝐬 𝐏𝐓 on 𝐏𝐥𝐚𝐧𝐞𝐭 𝐋𝐚𝐛𝐬 to $𝟐𝟓 from $𝟐𝟐, maintains 𝐍𝐞𝐮𝐭𝐫𝐚𝐥
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⚡ 𝐔𝐏𝐃𝐀𝐓𝐄: Planet Labs Successfully Launches Pelican-11 Tech Demonstration Satellite - $Planet Labs(PL.US) $SpaceX(SPCX.US)
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐏𝐥𝐚𝐧𝐞𝐭 𝐋𝐚𝐛𝐬 successfully launched 𝐏𝐞𝐥𝐢𝐜𝐚𝐧-𝟏𝟏 aboard SpaceX's Transporter-17 mission.➤ Planet established 𝐢𝐧𝐢𝐭𝐢𝐚𝐥 𝐜𝐨𝐧𝐭𝐚𝐜𝐭 and began satellite commissioning.➤ Pelican-11 serves as the 𝐭𝐞𝐜𝐡𝐧𝐨𝐥𝐨𝐠𝐲 𝐝𝐞𝐦𝐨𝐧𝐬𝐭𝐫𝐚𝐭𝐨𝐫 for Planet's Gen 2 Pelican fleet.➤ Gen 2 Pelicans are designed to deliver up to 𝟑𝟎 𝐜𝐦 imagery, versus 𝟓𝟎 𝐜𝐦 for Gen 1.➤ Pelican-11 will validate 𝐧𝐞𝐰 𝐡𝐚𝐫𝐝𝐰𝐚𝐫𝐞 and technologies before fleet deployment.➤ The satellite is 𝐧𝐨𝐭 expected to generate commercially available imagery.➤ Planet plans to launch 𝐚𝐝𝐝𝐢𝐭𝐢𝐨𝐧𝐚𝐥 Pelican satellites over the next year.➤ Expansion supports growing demand for 𝐡𝐢𝐠𝐡-𝐫𝐞𝐬𝐨𝐥𝐮𝐭𝐢𝐨𝐧, AI-powered Earth observation.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Gen 2 satellites could significantly improve Planet's 𝐢𝐦𝐚𝐠𝐞 𝐪𝐮𝐚𝐥𝐢𝐭𝐲 and analytics.➤ Successful testing reduces technical risk before 𝐟𝐮𝐥𝐥-𝐬𝐜𝐚𝐥𝐞 fleet deployment.➤ Expanded constellation strengthens Planet's position in the 𝐄𝐚𝐫𝐭𝐡 𝐨𝐛𝐬𝐞𝐫𝐯𝐚𝐭𝐢𝐨𝐧 market. - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $Planet Labs(PL.US) Planet Labs, Isar Aerospace Sign Deal for Germany-Built Satellite Launch
👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬:➤ 𝐏𝐥𝐚𝐧𝐞𝐭 𝐋𝐚𝐛𝐬 and 𝐈𝐬𝐚𝐫 𝐀𝐞𝐫𝐨𝐬𝐩𝐚𝐜𝐞 signed a multi-launch agreement for Pelican satellites.➤ The first 𝐏𝐞𝐥𝐢𝐜𝐚𝐧 satellite could launch as early as 𝐥𝐚𝐭𝐞 𝟐𝟎𝟐𝟔 aboard Spectrum.➤ Launch will take place from 𝐀𝐧𝐝ø𝐲𝐚 𝐒𝐩𝐚𝐜𝐞 in Norway.➤ The satellite will be assembled at Planet's new 𝐁𝐞𝐫𝐥𝐢𝐧 manufacturing facility.➤ Companies aim to complete the first launch within 𝐥𝐞𝐬𝐬 𝐭𝐡𝐚𝐧 𝟏𝟐 𝐦𝐨𝐧𝐭𝐡𝐬 of signing.➤ Planet plans to add up to 𝟕𝟎 employees, expanding its Berlin manufacturing operations.➤ The Berlin facility is expected to 𝐝𝐨𝐮𝐛𝐥𝐞 production capacity for Pelican satellites.➤ Isar Aerospace plans to manufacture up to 𝟒𝟎 Spectrum launch vehicles annually.👉 𝐖𝐡𝐲 𝐈𝐭 𝐌𝐚𝐭𝐭𝐞𝐫𝐬:➤ Agreement strengthens the 𝐆𝐞𝐫𝐦𝐚𝐧 and 𝐄𝐮𝐫𝐨𝐩𝐞𝐚𝐧 commercial space ecosystem.➤ Expanding Pelican production supports Planet's 𝐧𝐞𝐱𝐭-𝐠𝐞𝐧 Earth observation strategy.➤ Multi-launch partnership enhances Europe's 𝐢𝐧𝐝𝐞𝐩𝐞𝐧𝐝𝐞𝐧𝐭 satellite launch capabilities.👉 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐭𝐚𝐭𝐞𝐦𝐞𝐧𝐭:➤ "Our joint teams have set an ambitious goal to do this first launch within less than 12 months of agreement — showcasing our agile aerospace approach." — 𝐌𝐚𝐫𝐭𝐢𝐧 𝐏𝐨𝐥𝐚𝐤, Managing Director of Planet Labs Germany.➤ "This collaboration underscores the strength and growing strategic importance of the German and European space ecosystem." — 𝐒𝐭𝐞𝐥𝐥𝐚 𝐆𝐮𝐢𝐥𝐥𝐞𝐧, Chief Commercial Officer of Isar Aerospace. - W
Space stocks are getting SMOKED today as the market awaits the SpaceX IPO listing $SpaceX(SPCX.US) 🔴 $AST SpaceMobile(ASTS.US) -11%🔴 $Intuitive Machines(LUNR.US) -10%🔴 $Echostar(SATS.US) -9%🔴 $Rocket Lab(RKLB.US) -8%🔴 $Planet Labs(PL.US) -8%
SpaceX Starship Flight 13: Fly or Fade? - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Spacex Shareholders Approve 5-for-1 Split of Common Stock - Bloomberg - $Tesla(TSLA.US) $AST SpaceMobile(ASTS.US) $Rocket Lab(RKLB.US) $Planet Labs(PL.US) $Redwire(RDW.US) $Intuitive Machines(LUNR.US)
Spacex Shareholders Were Notified That the Current Fair Market Value per Share Has Been Adjusted to About $105.32 From $526.59 - M
$Tema Space Innovators ETF(NASA.US) Tema ETFs said on Tuesday that it has launched an actively managed exchange-traded fund focused on the space economy.
The Tema Space Innovators ETF provides investors with 10% direct exposure to SpaceX through a special purpose vehicle structure provided by Forge, a subsidiary of Charles Schwab (SCHW).
Tema ETFs said the fund's holdings include AST SpaceMobile (ASTS), Rocket Lab (RKLB), Planet Labs (PL), EchoStar (SATS), and Intuitive Machines (LUNR).
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$Planet Labs(PL.US) announced over the weekend that it will redeem all public warrants, meaning it will uniformly buy back these warrants circulating in the market. Current warrant holders can choose to exercise them and convert them into shares before the end of April.
In the short term, this move will put pressure on the stock price. Because some people may choose to exercise and then sell the shares, or simply cash out, leading to increased selling pressure in the market, which can easily push the price down.
However, from a longer-term perspective, this is actually a positive move. Through this redemption, the company essentially obtains a sum of non-repayable funds, while also streamlining its capital structure. These warrants, which could have triggered selling pressure at any time, are now completely cleared.
Once we pass the end of April deadline and the selling pressure from these warrants is mostly released, the company will have more funds on hand, and the "historical burden" hanging over the stock price will be gone, making the overall situation more favorable.
So it can be understood as:
From now until the end of April, it's more of a phase of short-term pressure, but one that may offer a "discounted buying opportunity."
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There's the Space Satellite MegaCycle:
-> Triggered by $Planet Labs(PL.US). With $BlackSky Tech(BKSY.US) / $Satellogic(SATL.US) / $Spire Global(SPIR.US) and others following.Then there's the Photonics SuperCycle:-> Triggered by $Lumentum(LITE.US) and $Coherent Corp.(COHR.US). With $Applied Optoelectronics(AAOI.US) / $Tower Semicon(TSEM.US) / $Macom Tech(MTSI.US) / $SIVE / $IQE / $SOI and others following. One is hype over applications from Space. The other is hype over extreme revenue and earnings growth from AI. The latter tends to be more defensible.Source: Serenity
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My dad’s most bullish stock?
$Planet Labs(PL.US) at $3, which is up over 996.5% in 18 months.I bought 1 single share for fun.Because I didn’t think Planet Labs would grow revenue.I ended up long $Rocket Lab(RKLB.US) instead. Planet Labs is now up over 10 times, and now I‘n left with a lot of regrets.FYI: They liked $Coinbase(COIN.US) at $35-40 and early $Tesla(TSLA.US) as well, I didn’t listen to any of them. Lesson learned: Sometimes your parents are better investors than you are. Especially when you’re a mirror of them.Source: Serenity
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Can you smell the equity rally coming? Stick to tech!
Featured🔥 Market Digest: AI Buzz vs. Supply Reality | Fri, Jan 23, 2026
The market's narrative today is split between the promise of future tech and the harsh reality of present-day supply chains. Let's dive in:
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Can you smell the equity rally coming? Stick to tech!
Featured🔥 Market Digest: AI Buzz vs. Supply Reality | Fri, Jan 23, 2026
The market's narrative today is split between the promise of future tech and the harsh reality of present-day supply chains. Let's dive in:
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Can you smell the equity rally coming? Stick to tech!
Featured🔥 Market Digest: AI Buzz vs. Supply Reality | Fri, Jan 23, 2026
The market's narrative today is split between the promise of future tech and the harsh reality of present-day supply chains. Let's dive in:
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$Navan(NAVN.US) $Victorias Secret(VSCO.US) $Micron Tech(MU.US) $Planet Labs(PL.US) $Chewy(CHWY.US) $American Eagle Outfitters(AEO.US) $BOX(BOX.US) all are up today close to 2% or higher and reported earnings in December.
Source: Sunrise Trader
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🚀 Hello Longbridgers! The Space Race is ON! 🌌
Grab your chance to win 500 Task Coins! 😍
We’ve shortlisted 5 space-themed stocks — only one will be the “King of Gains”.
❓ By end-2025, which “Space-themed stocks” will rise the most?
$Rocket Lab(RKLB.US)– SpaceX’s closest rival with rising launch frequency
$AST SpaceMobile(ASTS.US)– Direct-to-cell pioneer; BlueBird 6 launch (15 Dec)
$Destiny Tech100(DXYZ.US)– SpaceX proxy fund (~23.3% exposure)
$Planet Labs(PL.US)– Satellite imagery leader serving defence & agriculture
$Echostar(SATS.US) – Spectrum-rich veteran with SpaceX partnerships
📌 Follow @Longbridge Singapore to eligible for the rewards!
⏳ Voting ends Sat, 20 Dec
🎁 500 Task Coins for correct picks. Rewards issued within 5 working days
Top space gainer in Dec? 🪐
Rocket Lab (RKLB)47%AST SpaceMobile (ASTS)15%Destiny Tech100 (DXYZ)11%Planet Labs (PL)12%EchoStar (SATS)15%Voting ended403 votes - D
Ctrip (Minutes): Marketing expenses will continue to rise in the peak season of 4Q
The following are the minutes of the FY25Q3 earnings call for $Trip.com(TCOM.US) organized by Dolphin Research. For an interpretation of the earnings report, please refer to "Trip.com: Awaiting the Release of Overseas Profits." I. Review of Core Financial Information II. Detailed Content of the Earnings Call 2.1 Key Information from Executive Statements 1. Strong Market Demand: The global tourism industry is booming, with travel enthusiasm surging. Travel demand is skyrocketing, primarily driven by the robust vitality of domestic tourism in China and the steady recovery of outbound travel. Travelers are actively exploring new destinations, seeking authentic and in-depth cultural experiences...
CtripConference Minutes - D
Shopify: Imperfection is Unacceptable, the Original Sin of High Valuation?
As the most watched hot target in the current e-commerce AI field—Shopify announced its Q3 2025 financial report on the evening of November 4th, before the U.S. stock market opened. Overall, the growth performance remains quite strong, with GMV growth accelerating sequentially on a high base. However, due to a narrowing gross margin and expenses returning to an expansion cycle, the year-on-year contraction in profit margin has widened, which is not considered favorable. Specifically: 1. Strong GMV growth, the source of all exceeding expectations: GMV within the Shopify ecosystem reached $9.2 billion this quarter, up 32% year-on-year, further accelerating on the already high base of the previous quarter, significantly outperforming expectations...
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shopifyFinancial Analysis - D
Apple: iPhone maintains its central position, when will AI reveal its true form?
Apple (AAPL.O) released its financial results for the fourth quarter of fiscal year 2025 (ending September 2025) after the U.S. stock market closed on the morning of October 31, 2025, Beijing time. The key points are as follows: 1. Overall Performance: This quarter, Apple Inc. achieved revenue of $102.5 billion, an increase of 7.9% year-on-year, which is roughly in line with market expectations ($102 billion). The company's revenue growth this quarter was mainly driven by the growth in iPhone, Mac, and software services businesses. Apple's gross margin was 47.2%, an increase of 1 percentage point year-on-year, better than the market consensus expectation (46.6%)...
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