$RKLB and $ASTS are down roughly 70% and 66%, respectively, from their May 2026 highs. Is this a buying opportunity, or is the market correctly repricing execution risk? I’m still constructive on the long-term space opportunity. For $ASTS, I view part of the selloff as an overreaction to SpaceX’s spectrum move, though execution and the commercial rollout remain risks. The key is separating temporary setbacks from permanent thesis impairment. I break down the theses, catalysts, and risks in my portfolio update below
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