Let's Visit Space Tech
Who are they? What's on the galactic menu.
Key Thesis in Space companies (2026-2028) Invest Early.
I’m of the conviction that in the next 18 months (maybe 24 months if this move slowly)), we’ll witness a historical entry of Space-tech companies going public, either via a SPAC or traditional IPOs including of course SpaceX and Blue Origin, as well as Chinese Space rocket companies. This movement is already underway.
Outside of datacenter related Neo Cloud, Space-tech companies are highly speculative stocks I believe have adjacency to National Defense and thus less risk. U.S. National Defense budgets are likely to increase substantially in the 2027 to 2030 period, as well as in Europe, China, Japan, etc… this will indirectly boost the prospects and speed of space technology innovation.
Some of these companies are already public, while others are still private. The following outline sketch of firms isn’t comprehensive but should give you an idea of the main categories:
You want to pick early, the companies with the most scale, moats and national defense implications - since that is what drives the first stage of space tech companies going public. Obviously SpaceX and Blue Origin are going to be the early U.S. Duopoly. I’m personally attracted to companies related to trends like Space infrastructure, robotics, the intersection of space with energy, and orbital datacenters.
I want to help you map the sector, so you can continue to do your own due diligence. This is not an expert view but one that tries to get you enthusiastic enough about the industry to realize it’s future potential. You just need to look at revenue projections to understand the scope of the revenue scale. But I’m betting on spill-over effects from the SpaceX IPO hype and significant National Defense push from higher funding globally in the 2027 to 2035 window. I am talking companies not to trade, but to hold for 10-20 years. For your retirement, for the education fund of your children. The liquidity going into SpaceX combined with more Defense funding will lift a lot of these companies more than you can possibly imagine now in early 2026.
Here we focus mostly on U.S. companies, but they have equivalents in Europe, China and so forth. They have equivalents that even in places like India will develop.
Launch Providers:
SpaceX (Could be up to a $1.5 Trillion IPO, bigger than OpenAI later in 2026 or in early 2027).
Rocket Lab - Ticker RKLB 0.00%↑
Blue Origin
Galactic Energy (China)
United Launch Alliance (ULA)
Firefly Aerospace - Ticker: FLY 0.00%↑
Relativity Space (with Orbital Datacenter ambitions)
LandSpace (China’s new rule)
iSpace (Japan)
Stoke Space
Satellite & Communications:
Starlink (SpaceX)
Planet Labs - Ticker PL 0.00%↑
Blacksky - Ticker: BKSY 0.00%↑
Viasat
ICEYE
Maxar Technologies (taken private)
AST SpaceMobile - Ticker: ASTS 0.00%↑
Telesat (Canada)
Kepler Communications
Space Stations & Habitats:
Axiom Space (with orbital datacenter ambitions)
Vast Space
Lunar & Deep Space:
Intuitive Machines - Ticker: LUNR 0.00%↑
ispace
Astroscale (Japan)
Astrobotic Technology - Ticker: ATRO 0.00%↑
Space Infrastructure & Manufacturing:
Redwire - Ticker: RDW 0.00%↑
Varda Space Industries
Voyager Technologies - Ticker: VOYG 0.00%↑
Materials, Support & Logistics:
QuesTek Innovations
Impulse Space
Digantara Research & Technologies
Space Forge
Anduril
D-Orbit
Orbital Datacenters and AI Infra in Space
Starcloud
Many others
The in-orbit data centers market is projected to be $1.77 billion in 2029, and it is expected to grow at a CAGR of 67.4% and reach $39.09 billion by 2035.
The Ticker for SpaceX could be $STAR
Elon Musk wants to be a starman, I suppose:
In this article I want to briefly articulate a sketch of what each companies does. I want this to be a broad exploration, because let’s face it a lot of the future winners in the space have yet to go public and others are likely not yet founded. But these are some of the pioneers. Not all of these companies will survive as the industry becomes more competitive.
