Quiet Accumulators — Issue #3 AI Panic Threatens Low Earth Orbit

 Quiet Accumulators — Issue #3 AI Panic Threatens Low Earth Orbit

By: Michael D Tobin

12-15-25 

Opening Panel:

• Headlines scream about AI valuations collapsing.

• Investors flee speculative growth, dragging aerospace names down with them.

Middle Panels:

• Rocket Lab (RKLB) launches flawlessly, yet its stock plunges.

• Blue Origin and SpaceX continue building orbital infrastructure, supported by partners like Sierra Space, Redwire, and Aerojet Rocketdyne.

• Market sentiment shrugs at success, blinded by AI retreat.

Closing Panel:

• The Quiet Accumulators step in, mapping support levels and quietly accumulating shares.

• Lesson: volatility is testimony, not tragedy. Conviction in space infrastructure outlasts hype cycles.