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Posted by
Two Blokes Mon at 9:45 AM -
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BlackSky's Gen 3 satellite tech and Spectra AI platform are driving rapid contract wins, signaling strong demand for its unique AI surveillance solutions. The stock is much more attractive after a 16% dip on Friday. I see recurring subscription revenue growth with each new defense contract, especially for Gen 3, driving more upside. Heavy investment in satellite launches and in-house production is fueling short-term losses but positions BKSY for long-term dominance, in my opinion.