Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational center of the space economy controlling 84% of U.S. launches, Starlink broadband, and Starship.
Satellites & Earth Observation
$PL — Daily global Earth imaging sold to AI, defense, climate, and agriculture clients.
$BKSY — Real-time satellite intelligence for governments and enterprises needing instant eyes on the ground.
$SATL — High-resolution imaging at commercial scale for government and enterprise clients.
$SPIR — Space-based data analytics for weather, maritime, and aviation tracking.
$MAXR — Satellite imagery and geospatial intelligence primarily serving U.S. defense and intelligence agencies.
Connectivity
$ASTS — Building the first space-based cellular broadband network connecting directly to standard phones.
$IRDM — Battle-tested global satellite network delivering stable, recurring revenue across L-band services.
$GSAT — Satellite connectivity benefiting from a strategic Apple partnership as its key commercial catalyst.
$SATS — Broadband and satellite services spanning consumer and enterprise via EchoStar’s network.
$VSAT — Global satellite broadband provider serving enterprise, government, and aviation verticals.
Space Infrastructure & Manufacturing
$RDW — Building manufacturing and research infrastructure directly in orbit.
$LUNR — NASA’s primary commercial partner for lunar missions and cislunar infrastructure.
$MNTS — Orbital transfer vehicles moving satellites to precise orbits post-launch via SpaceX rideshare.
Defense & Primes
$LMT — Defense prime with deep space, missile, and classified government program exposure.
$NOC — Space systems backbone for NASA and military programs including the B-21 and satellite payloads.
$LHX — Advanced space and defense communications systems for government and military operators.
$LDOS — $2B+ in NASA and Space Force IT contracts managing 50+ active space missions.
$BA — Defense and space prime with NASA launch contracts and satellite systems despite operational headwinds.
Deep Space / Tourism
$SPCE — Commercial space tourism pioneer targeting the ultra-high-end travel market.
Data / Wildcard
$SIDU — Small-cap high-risk satellite and mission services play for speculative exposure.
Other play
$FLY — Private aviation play with potential long-term overlap into advanced air mobility.
$VELO — DoD FORGE contract and SpaceX customer relationship as the core thesis.
$ONDS — Drone and defense infrastructure play expanding into space via World View acquisition.
ETF Option
$UFO and $NASA
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