To The Moon

A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy:

Spacecraft & Launch Systems

• $York Space Systems, Inc(YSS)$ manufactures standardized satellite buses for rapid deployment

• $Rocket Lab USA, Inc.(RKLB)$ builds launch vehicles, spacecraft systems & broader orbital infrastructure

• $Voyager Technologies, Inc.(VOYG)$ supplies space infrastructure & in-space services for government programs

• $Intuitive Machines(LUNR)$ provides lunar landers & surface delivery systems tied to NASA Artemis missions

• $Firefly Aerospace Inc.(FLY)$ develops launch vehicles & lunar lander services for commercial & government missions

• $Redwire Corp.(RDW)$ manufactures spacecraft components, deployable structures & in-space manufacturing systems

Satellite Operators & Services

• $BlackSky Technology Inc.(BKSY)$ provides real-time geospatial intelligence & high-revisit satellite imagery

• $Iridium(IRDM)$ operates the only truly global LEO satellite network covering the entire planet

• $Spire Global Inc.(SPIR)$ delivers satellite-based data & analytics across maritime, weather & RF monitoring

• $Amazon.com(AMZN)$ building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets

• $Planet Labs Pbc(PL)$ operates the largest Earth observation constellation serving commercial, defense & intelligence customers

• $AST SpaceMobile, Inc.(ASTS)$ building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026

Raw Materials & Mining

• $Alcoa(AA)$ supplies aluminum used in launch vehicles & spacecraft structure

• $Freeport-McMoRan(FCX)$ provides copper that feeds power systems & electronics across the space stack

• $Teck Resources Ltd(TECK)$ offers diversified exposure to critical minerals tied to aerospace & industrial buildout

• $MP Materials Corp.(MP)$ controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains

Specialty Materials & Alloys

• $ATI Inc(ATI)$ produces titanium & nickel alloys critical to propulsion & aerospace systems

• $Hexcel(HXL)$ makes carbon fiber composites used in launch vehicles & satellite structures

• $Park Aerospace Corp(PKE)$ manufactures advanced composite materials for aerospace & defense structures

• $Carpenter Technology(CRS)$ supplies high-performance alloys used in rocket engines & spacecraft component

• $Corning(GLW)$ supplies specialty glass & optical components for satellite communications & sensing

• $Materion(MTRN)$ provides advanced materials & precision components for defense and space systems

Electronics & Semiconductors

• $Qorvo(QRVO)$ supplies RF chips & filter components for satellite communications payloads

• $Lumentum(LITE)$ supplies optical components & lasers used in high-speed communications links

• $Analog Devices(ADI)$ supplies precision analog & sensing chips used across satellite and launch systems

• $COHERENT(COHR)$ provides lasers & optical components tied to satellite & communications systems

• $NVIDIA(NVDA)$ provides AI compute infrastructure for satellite data processing & autonomous systems

• $STMicroelectronics NV(STM)$ provides semiconductors for guidance, control & communications in space-grade applications

• $Broadcom(AVGO)$ supplies connectivity & networking semiconductors used across communications infrastructure