⚽️📡 on X
I really think this can be a meaningful catalyst for Blacksky Aside from it opening a new vertical and revenue stream, as well as a entirely new TAM. The social arbitrage when every retail investor realizes how cool this tech is and the company behind the imagery and the AI read through on what the images says can be extreme. It is rolling out at first 4 observation sets related to 24 companies but obviously that is only the beginning. I believe this can be the start of a broader inflection of blackskys role in the mega theme i've been discussing the past few months of the value of proprietary data to increase exponentially over the coming months and years as advanced AI capabilities make the value and ease of monetization of proprietary data extremely valueable which also leads into how $BKSY edge in gen-3 having 35cm over the 50cm of competitors planet and satellogic become all the more valuable as AI tools. Many of these data 'moat' stocks have begun to re-rate in the past few months and I think this release on robinhood could be the start of that inflection in the sat names with blacksky leading the way to the social arb aspect of being integrated into hood as mentioned earier. $BKSY is also starting to become a massive beneficiary of the sovereign space infra spend which i've discussed and highlighted before with a now robust pipeline on sovereign deals through 27' as they discussed on the call. They also have moonshot upside working with the Air Force on orbital data centers. Shorts have begun to cover but still have a looooong way to go 20% is still short and as you probably know I am not a big TA guy but even i can spot a triple bottom I think it's a decent risk/reward assuming mkt can hold up a bit here
