Space Race 2.0
Orbital infrastructure as strategic priority
Ranked by momentum (0)
No scored entities in this theme yet.
Public bench
Public names carry no momentum — their signal class is filings + quarterly fundamentals.
| Company | Latest filing | Capex (Q) | Revenue (Q) | 8q capex |
|---|---|---|---|---|
| $ASTS AST SpaceMobile | 8-K 2026-06-15 · sec.gov | $261.6M▲+117% | $1.1M▲+22% | |
| $RKLB Rocket Lab Corp | 8-K 2026-06-29 · sec.gov | $27.1M▼-6% | $200.3M▲+29% |
Cascade — private → public
SpaceXcompany
- ↳ category beneficiary$ASTSAST SpaceMobilecapex $261.6M▲+117%· 8-K 2026-06-15Direct-to-cell satellite economics proven by low-cost launch cadence.
- ↳ category beneficiary$RKLBRocket Lab Corpcapex $27.1M▼-6%· 8-K 2026-06-29Launch-cost collapse validated at scale expands the smallsat economy.
Recent events
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