$GILT

@investmentguru_Apr 18, 2026 · 2:19 AM

Satellite Communications — The Invisible Backbone of the Digital World Key Players to Watch: $ASTS — AST SpaceMobile: Direct-to-phone connectivity from space, a potential game changer. $GSAT — Globalstar: Strategic spectrum assets with growing commercial partnerships. $SATS — EchoStar: Dish + satellite integration play with long-term spectrum value. $IRDM — Iridium Communications: Proven global network with strong government and aviation demand. $ETL — Eutelsat: European satellite leader pivoting toward LEO and broadband expansion. $TSAT — Telesat: Focused on next-gen LEO constellation (Lightspeed) for enterprise connectivity. $GILT — Gilat Satellite Networks: Ground infrastructure and satellite networking solutions provider. $VSAT — Viasat: In-flight connectivity and global broadband with expanding capacity. The Bigger Picture We are moving toward always-on, global connectivity: • Direct-to-device communication (no towers needed) • Rural and remote internet expansion • Military-grade secure networks • Aviation, maritime, and IoT connectivity Investment Insight This isn’t just telecom — it’s infrastructure for the AI + data economy. As data demand explodes, satellites will bridge the gaps where terrestrial networks fall short. The winners in this space won’t just connect people — they’ll connect the entire planet. While AI grabs headlines, satellite communications is quietly becoming one of the most critical layers of global connectivity. From direct-to-device networks to secure defense communication — this sector is entering a major expansion phase.

@aleabitoredditApr 5, 2026 · 4:56 AM

The Space Bottleneck: Optical ground infrastructure. - "The industry has built roughly 10 percent of the optical ground infrastructure" Now, who are the beneficiaries? - $EOS.ASX (operating stations at Mt. Stromlo equipped with "adaptive optics.") - $SKPJF (TYO: 9412) | $NTTYY | Space Compass is JV with NTT and satellite operator SKY Perfect JSAT - $SGBAF - Works with Cailabs to for terrestrial optical terminals - $SAFRY - Manufacturer of the optical ground stations Then if it fails fallback would be names like: $VSAT, $GILT Analysis states that if the optical mesh fails due to clouds or lack of stations, the architecture "falls back to Ka-band RF links". -> Near term capital flows to Relay Providers (Kepler, Space Compass, General Atomics). -> Long term structural winners will be the photonics hardware manufacturers (Cailabs, Safran). -> Then companies like SpaceX wins by default. Many are private. "This infrastructure deficit is no longer just an engineering problem but a direct threat to a major White House [Golden Dome] policy objective" Orbital laser communications market are hard-capped until physical ground infra scales, hence the current bottleneck. But not quite sure if capex is to the scale of hyperscaler AI buildouts yet to benefit these companies enough.