From my perspective, space is moving from a speculative narrative into a real infrastructure theme, and 2026 could be a key inflection point. Governments are no longer just funding exploration—they're building persistent systems for communications, defense, navigation, and earth observation. Once space is viewed as infrastructure rather than aspiration, valuation frameworks begin to change.
Rocket Lab $Rocket Lab USA, Inc.(RKLB)$
What I like about Rocket Lab is its vertical integration. It's not just launching rockets; it's building satellites, spacecraft components, and positioning itself deeper in the space supply chain. This expands its role from a launch provider to a broader space systems company, which increases switching costs and strengthens its long-term moat.
That said, I don't see space as a "winner-takes-all" theme. Beyond Rocket Lab, I also watch companies tied to satellite manufacturing, ground systems, and data applications—where recurring revenue and software-like margins can eventually emerge. Space isn't only about rockets; it's about what happens once assets are in orbit.
So is space a core investment theme for 2026? For me, yes—but selectively. I see it as a long-duration allocation, similar to early AI infrastructure, where patience matters more than timing. Rocket Lab would be my core pick, but I'd approach the sector as an ecosystem, not a single bet.
As a retail investor, I focus mainly on the US and Singapore markets, combining a mix of technical trading and long-term investing strategies. I enjoy analyzing charts, spotting patterns, and making calculated moves based on both market sentiment and fundamentals. While I'm not a professional, I treat my portfolio seriously and continue to learn and grow with each trade. If you're also navigating the markets and enjoy discussing stocks, options, or market trends, feel free to follow me. Let's learn and grow together as a community.
@Tiger_comments @TigerStars @TigerClub
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
