We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
39 publicly-traded space enablers across 4 layers — Orbital Launch, Manufacturing & Supply, Satellite Operators, Space Infrastructure. Editorial thesis: 2026 is the "summer of space" with SpaceX IPO as forcing function (~92% implied prob, rumored $2T valuation), Golden Dome missile-defense buildout, and rising launch + satellite + defense demand. SpaceX itself is private and excluded; ULA exposure is via its parents BA and LMT (placed in M&S). Heavy in defense primes (RTX, LMT, NOC, BA, LHX, GE, HON) and pure-play sat ops (RKLB, ASTS, PL, IRDM, BKSY).
source: tweet-stocksavvyshay-2026-05-02