PL
4 tracked calls · 4 long · 0 short · last 90d: 4L/0S
first called by All-In Podcast 1mo ago
LONG1mo ago
“long this short spcx if you are a democrat save the world typa guy”RJCcapital
Planet Labs fuses AI with daily global satellite imagery to solve real-world problems, making it the grounded long in space
PLLONG@ $26.52
$20.23-23.73%
since call Jun 24
LONGPOSITION1mo ago
“we have plenty of capital, over $700 million on the balance sheet. And we grew and growing very nicely, 42% growth … we're trying to use the moment of a lot of excitement about planet and space genera”TBPN
Planet is compounding 42% growth with $700M cash and raising more dry powder while space is hot
PLLONG@ $31.74
$20.23-36.27%
since call Jun 8
LONGPOSITION1mo ago
“I estimate there's a $75 to $100 billion market just on Earth observation, this kind of data we collect, and AI on top of that, unleashing all the applications.”All-In Podcast
Planet Labs is venture-style 10x happening in public markets as AI unlocks a $75-100B Earth observation market
PLLONG@ $32.19
$20.23-37.17%
since call Jun 6
LONG1mo ago
“we figured out that when launch costs come down to about $200 to $300 a kilogram, it would be cheaper, just simply cheaper to put the data centers in space.…”All-In Podcast
Space-based data centers become cheaper than ground once launch hits $200-300/kg, likely within 2-3 years via Starship
PLLONG@ $32.19
$20.23-37.17%
since call Jun 6