SIDU is a moonshot, but one I believe in at this level is worth a small investment.

It’s easy to look at the chart and see it has fell about 40-60% since highs in the mid $6 range. That being said, many space stocks have been cut in half since leading up 1-2 weeks before the Space X IPO on June 26th.

The other space stocks also tanked by a similar percentage. This hardly says anything about fundamentals and more about overall market conditions, the war, and space hype that came and went.

But, I’m not talking about investing in sidu at $6.50 or $4.50 or even $3… I’m talking about investing in sidu at $1.75, which is where we currently stand.

So, why do I think now is possibly a good entry? I’m not going to say “well it’s down 60%, how much lower can it go!?” I think that’s a terrible reason to invest in a stock. The reason I think now is the time is because of a few reasons that I believe actually hold some substance.

1) the transition from fantasy to commercialization. If interested, I strongly suggest yall read the full 9 page shareholder report from 2 weeks ago. I’ll link it here. But essentially, they are transitioning from concept to scaling up towards progression towards making sales and a path towards profitability.

https://d1io3yog0oux5.cloudfront.net/\_7da12c3e4a2f4dbf8e054e820c0131df/sidusspace/files/pdfs/2026\_-07-21\_Shareholder\_Letter\_Final.pdf

2) recent new hire of Alan Khalil as CFO 1 week ago. He has 20 years of experience in corporate finance, investment banking, and scaling for long term growth. The point of his hiring is strategic execution and increasing shareholder value as the company transitions to commercialization of their products and services.

3) new satellite launching in/around October. On June 16th, the satellite passed initial vibration testing conducted in Orlando, Florida.

4) partner with space x (whether that’s a good or bad thing, you can decide)… but that helps procure access to more funding or resources.

5) their last earnings in March 2026 showed increase of revenue, increase of net income, and increase of net profits year over year. So, things are going in the right direction, but we’ll see what they have to say on August 13th for their next report.

6) They have no outstanding debt, they diluted twice earlier this year, and are now sitting on somewhere around $170 million cash… so I hope… they don’t need to dilute or do an offering for a while, but who knows.

7) included in Russel 2000 and 3000 index as of a month ago, meaning more institutional exposure to more investors.

If you’re wondering wtf sidu even does, basically: make satellites, mission planning, defense, and AI data management… a bunch of other stuff that you can google.

Are their risks? Definitely. The 5 year chart looks terrible and it will show you the stock is down like 99% over the last 5 years. Until they get substantial contracts… none of this means anything. Does it go back under $1 though? I doubt it but it’s possible. IMO the stock is unlikely to go down MUCH further, but it does have a high short interest around 30% so keep that in mind.

Now, in case my user name looks familiar, yes, I’m the idiot who lost $600k on RVSN. If that’s an instant red flag I don’t blame you haha. But I will say, I’m doing more than fine. I recovered more than double that with stocks like onds, nbis, micron, rklb, keel, and a few others.

Don’t get me wrong, this stock isn’t going anywhere this month or next month… but I think in a year or so it’s one to keep an eye on long term.

My position: 10,000 shares at $1.72 average.