$SpaceX(SPCX)$ Elon sees SPCX

$SpaceX(SPCX)$ Elon sees SPCX reaching a $500B–$1T annual revenue run rate by end-2027. Big ambition, let's see how it plays out.

Among the smaller space companies, which ones could offer bigger upside?

Contracts are good, but you can't depend on NASA forever. Budgets change. Missions get delayed.

I want to see more customers, recurring income, and something competitors can't easily copy.

Cheap, frequent launches, connectivity, data, compute, robots building and fixing things in orbit, on the Moon, and eventually Mars.

Plenty of opportunity. Who can turn it into a business that lasts?

$Rocket Lab USA, Inc.(RKLB)$ $Firefly Aerospace Inc.(FLY)$ $AST SpaceMobile, Inc.(ASTS)$ $Planet Labs Pbc(PL)$

Who am I missing?

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