If I had to pick just a few disruptive themes to follow for the next decade, these would be my choices.
The space economy is gradually shifting from a pure narrative phase into early-stage commercialization and infrastructure buildout, potentially forming one of the next decade's structural growth themes.
$SpaceX(SPCX)$ offers broad exposure to the space sector. $Rocket Lab USA, Inc.(RKLB)$ is a pure-play launch and rocket services operator. $AST SpaceMobile, Inc.(ASTS)$ focuses on satellite-to-cell connectivity, aiming to redefine global mobile communication. $Intuitive Machines(LUNR)$ represents lunar exploration and deep-space infrastructure, while $Planet Labs Pbc(PL)$ sits higher in the value chain in geospatial data and satellite analytics.
The sector is moving from government-driven programs to commercial infrastructure and data networks, similar to the early internet era.
In this space cycle, do you lean towards proven execution stories like RKLB and ASTS, or higher-vision plays like LUNR and PL?
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