$SpaceX(SPCX)$ makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $Goldman Sachs(GS)$
These 20 companies will explode 10x-20x with SPCX:
LAUNCH & INFRASTRUCTURE
1. $Rocket Lab USA, Inc.(RKLB)$ — Small satellite launcher, competes & complements SpaceX launch cadence
2. $AST SpaceMobile, Inc.(ASTS)$ — Direct-to-cell satellite network, mirrors Starlink Mobile ambitions
3. $Intuitive Machines(LUNR)$ — NASA lunar lander contracts, Starship Moon mission ground support
4. $Redwire Corp.(RDW)$ — Manufactures solar arrays and hardware for satellites and space stations
5. $Momentus Inc.(MNTS)$ — In-space transportation, moves payloads after SpaceX delivers to orbit
SATELLITES & CONNECTIVITY
6. $Viasat(VSAT)$ — Competing satellite broadband, acquires customers Starlink will absorb
7. $MAX Resource Corp.(MXROF)$ — Earth observation satellites, data sold to DoD & NRO like Starshield
8. $Gilat Satellite Networks(GILT)$ — Satellite ground infrastructure connecting Starlink-adjacent networks
9. $Iridium(IRDM)$ — L-band satellite network, potential Starlink Direct-to-Cell displacement target
10. $TELESAT CORP(TSAT)$ — LEO broadband constellation, competes directly with Starlink globally
DEFENSE & CLASSIFIED
11. $Lockheed Martin(LMT)$ — Pentagon space contracts, NRO partner overlapping Starshield territory
12. $Northrop Grumman(NOC)$ — Classified satellite buses, DoD space contracts Starshield competes for
13. $RTX Corp(RTX)$ — Space-based missile defense systems, DoD customer SpaceX serves
14. $Kratos Defense & Security Solutions(KTOS)$ — Satellite ground systems and space communication infrastructure
SEMICONDUCTORS & COMPUTE
15. $NVIDIA(NVDA)$ — AI chips powering orbital compute satellites, critical to AI1 constellation
16. $Intel(INTC)$ — TerFab chip factory partner in Texas alongside SPCX and $Tesla Motors(TSLA)$
17. $Broadcom(AVGO)$ — Custom ASICs for satellite modems and RF communication chips
GROUND SYSTEMS & POWER
18. $BLUE STAR FOODS CORP.(BSFC)$ — Satellite ground station network enabling Starlink data offload
19. $Eos Energy Enterprises Inc.(EOSE)$ — Grid-scale battery storage powering SPCX launch facilities
20. $NextEra(NEE)$ — Largest renewable energy provider supplying SPCX launch & data centers
I'm 100% adding SPCX long term + 3 space leaders.
😍 Been eyeing Tiger merch but short on Tiger Coins? Now's your chance.
🎁 We’ve selected 4 high-demand items across practial, lifestyle, and learning, now with a lower redemption threshold!
Hot Merch Returns · Up to 43% Off
Comments