$SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says
$GS.
These 20 companies will explode 10x-20x with
$SPCX:
LAUNCH & INFRASTRUCTURE
1.
$RKLB (Rocket Lab) β Small satellite launcher, competes & complements SpaceX launch cadence
2.
$ASTS (AST SpaceMobile) β Direct-to-cell satellite network, mirrors Starlink Mobile ambitions
3.
$LUNR (Intuitive Machines) β NASA lunar lander contracts, Starship Moon mission ground support
4.
$RDW (Redwire Space) β Manufactures solar arrays and hardware for satellites and space stations
5.
$MNTS (Momentus) β In-space transportation, moves payloads after SpaceX delivers to orbit
SATELLITES & CONNECTIVITY
6.
$VSAT (Viasat) β Competing satellite broadband, acquires customers Starlink will absorb
7.
$MAXR (Maxar Technologies) β Earth observation satellites, data sold to DoD & NRO like Starshield
8.
$GILT (Globalink) β Satellite ground infrastructure connecting Starlink-adjacent networks
9.
$IRDM (Iridium) β L-band satellite network, potential Starlink Direct-to-Cell displacement target
10.
$TSAT (Telesat) β LEO broadband constellation, competes directly with Starlink globally
DEFENSE & CLASSIFIED
11.
$LMT (Lockheed Martin) β Pentagon space contracts, NRO partner overlapping Starshield territory
12.
$NOC (Northrop Grumman) β Classified satellite buses, DoD space contracts Starshield competes for
13.
$RTX (Raytheon) β Space-based missile defense systems, DoD customer SpaceX serves
14.
$KTOS (Kratos Defense) β Satellite ground systems and space communication infrastructure
SEMICONDUCTORS & COMPUTE
15.
$NVDA (Nvidia) β AI chips powering orbital compute satellites, critical to AI1 constellation
16.
$INTC (Intel) β TerFab chip factory partner in Texas alongside
$SPCX and
$TSLA
17.
$AVGO (Broadcom) β Custom ASICs for satellite modems and RF communication chips
GROUND SYSTEMS & POWER
18.
$BSFC (Blue Safari) β Satellite ground station network enabling Starlink data offload
19.
$EOSE (Eos Energy) β Grid-scale battery storage powering
$SPCX launch facilities
20.
$NEE (NextEra Energy) β Largest renewable energy provider supplying
$SPCX launch & data centers
I'm 100% adding
$SPCX long term 3 space leaders.
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