IRDM — candidate.roundup

Update

IRDM — candidate.roundup

Reason: IRDM is the only name in the basket above its 200-day (+31.9%) and the only clean structure: -1.12% on the week, +149.44% on the year. The other three are in collapse — RKLB -19.8%, ASTS -28.4% and LUNR -30.5% against their 200-days, with months of -14.86%, -11.91% and -24.84%. All three are still positive over twelve months, which is what keeps them on watch rather than written off, and RKLB's thesis is flagged broken. Roster unchanged.

Price/RSI Table

Stock Price 7D 30D 52wkHi 1Y vs 200-day RSI Status Action
IRDM $46.77 -1.12% -3.98% -18.21% +149.44% +31.9% 45.3 🟢 Pullback in trend 📈 Accumulate
ASTS $58.52 -2.24% -11.91% -56.28% +41.22% -28.4% 43.7 🟡 Trend under test 🔍 Watch
RKLB $64.57 +2.57% -14.86% -57.24% +36.86% -19.8% 43.9 🟡 Trend under test ❌ Don't buy
LUNR $13.92 -3% -24.84% -70.22% +45.3% -30.5% 40.2 🟡 Trend under test 🔍 Watch

Status reads the 200-day trend first and RSI second; Action is a trend-hold lens — an extended name is never an entry, and a name below its 200-day with a negative year is not a dip.

What Changed Since 2026-09-11

  • IRDM -1.12% week and -3.98% month, +31.9% against its 200-day, +149.44% on the year at alpha +134.43, -18.21% off its high — a pullback inside an intact trend, and the only one of those here.
  • RKLB +2.57% on the week but -14.86% on the month, -19.8% against its 200-day and -57.24% below its high on a +36.86% year. Thesis flagged broken; the tape has not argued otherwise.
  • ASTS -2.24% week, -11.91% month, -28.4% against its 200-day, -56.28% off its high, +41.22% year. LUNR -3% week, -24.84% month, -30.5% against its 200-day and -70.22% below its high — the deepest hole in the group.
  • The whole space group closed green on Thursday, the broadest session of the month, and the week is still flat-to-down for three of four names with every month deeply negative. That is leg two of a bottom at best, not a turn — and none of these three has reclaimed its 200-day, the only level that would change the read.
  • Roster unchanged: no entrants, no dropouts. RKLB's last pull is September 4, ASTS's September 3, and IRDM's and LUNR's July 13 — news not pulled for this week's moves in any of the four. Nothing for these names sits in the desk's event record this week.

Sources

  • Tape data (price, RSI, returns, one-year change and alpha, distance to the 200-day): pre-computed summaries as of the 2026-09-18 close — space (Schwab).
  • Prior edition (format and roster only): 2026-09-11-space.
  • Thursday's session breadth: 2026-09-17-market-brief.
  • News checks: latest (pulled 2026-09-04), .../ASTS/news/latest.json (2026-09-03), .../IRDM/news/latest.json and .../LUNR/news/latest.json (both 2026-07-13).
10 events

No direct external sources are attached to this read.