QuantAbundanciaAbundance, Quantified.

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Space / Sat Comms

Edge compute, global data pipes, earth observation — orbital layer of AI.

0.457avg corr (252d)

0.13 / 0.68min / max

21pairs

7primary stocks

2etfs

Decent co-movement

Stocks

RKLBRocket Lab USA, Inc.
Electron + Neutron launch.
$82.51
$69fib+20%
ASTSAST SpaceMobile, Inc.
Sat-to-phone BlueBird constellation.
$73.90
$63fib+17%
LUNRIntuitive Machines, Inc.
Lunar landers + cislunar infrastructure.
$25.35
PLPlanet Labs PBC
Daily earth-observation satellite constellation.
$36.97
$27fib+37%
BKSYBlackSky Technology Inc.
Real-time earth imaging — defense + intel exposure.
$35.48
$29fib+22%
IRDMIridium Communications Inc.
Established sat comms, IoT.
$39.07
SPIRSpire Global, Inc.
RF + weather sat constellation, data-as-a-service.
$17.83

Correlation matrix (252d)

	ASTS	BKSY	LUNR	RKLB	SPIR	PL	IRDM
ASTS	·	0.58	0.59	0.65	0.51	0.39	0.30
BKSY	0.58	·	0.58	0.65	0.55	0.46	0.32
LUNR	0.59	0.58	·	0.68	0.54	0.41	0.31
RKLB	0.65	0.65	0.68	·	0.50	0.44	0.29
SPIR	0.51	0.55	0.54	0.50	·	0.40	0.33
PL	0.39	0.46	0.41	0.44	0.40	·	0.13
IRDM	0.30	0.32	0.31	0.29	0.33	0.13	·

Ticker order reflects hierarchical clustering assignment. Tighter green blocks on the diagonal = stronger sub-clusters within the bubble.

ETFs carrying the thesis

UFOPrimary
Procure Space ETF
Procure
—
ARKX
ARK Space Exploration & Innovation ETF
ARK Invest
—

Sub-clusters

ASTSBKSYLUNRRKLBSPIR
PL
IRDM