@bdinvestingg You’re Definitely wrong about your top space stocks. You left out the only one that has been constantly growing profits and revenue with a $4 billion backlog to boot and tons of cash. $MDA do your dd
Jeff Bezos said space-based data centers are “very realistic" here are stocks that can benefit :
$RKLB — Launches the satellites that host orbital data centers.
$ASTS — Provides the broadband connectivity orbital data centers beam down.
$LUNR — Lunar logistics; long-term space infrastructure play.
$AMD — Chips that power in-orbit AI compute modules.
$LITE — Optical transceivers linking satellites in data center constellations.
🚨 On May 20, VP of Operations at $MDA Sylvain Riendeau showcased their product roadmap, INCLUDING a new/bigger Class M satellite made for use cases like D2D.
Roadmap:
- Class M satellite platform: larger, more powerful, flat satellite that is designed to fit inside a Falcon 9 fairing, built to address D2D.
- Class C update (Aurora V2): next iteration of Aurora, also faster and more powerful. Focused on making it cheaper and harder to compete against globally.
- Next-generation SAR: targeting commercial, civil, and defence demand
- Focus on end to end systems: recognizing the need to be embedded in the full end to end infrastructure of constellations.
- Focus on lunar infrastructure: including robotics, mobility, logistics, and surface systems
We still haven't had a PR on the Class M platform. Wishful thinking but hope it gets PRed with a constellation win - $MDA 🇨🇦🚀
Conference Final goals:
6 — Cole Caufield
0 — Matthews, Nylander, Marner, and Tavares combined
Montreal's smiling ear to ear right now with how this guy's playing.
Based on a handful of sources, this is what I've been able to glean about the New Glenn failure this evening in Florida. TL;DR, it's freaking bad.
arstechnica.com/space/2026/05/…
NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole
This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it
The roadmap is highly aggressive:
• Phase 1: Heavy robotic missions and commercial payload deliveries
• Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones
• Phase 3: A sustained, permanent human outpost
The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars
While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for
The multi-planetary economy is officially kicking off
@Northinvst Most people think the opportunity starts after the headlines.
Smart money usually finishes positioning before retail even starts researching.
The vibe here feels very familiar.
Everyone's chasing $LUNR and $RKLB. Nobody's talking about $MDA — Canada's space prime, fresh ATH, robotics + sats + geo-intel. Sometimes the calmest tape in a hot sector is where the money actually flows.
Top 10 holdings in $NASA as of May 22nd, 2026.
Visit temaetfs.com/NASA for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
Sold half of $MDA at 50.30 in trading account for roughly a double. Moving remaining half to core account. This is the 41st stock to double for me in the last 40 months.
Everyone will be watching the SpaceX IPO.
But $NASA already lists SpaceX exposure as its top holding.
It also owns $RKLB, $ASTS, $PL, $LUNR and $VSAT.
Space could be one of the biggest investing themes of the next decade.
But valuation still matters.
Space X IPO anticipation is flooding money into space stocks & ETFs like $NASA
$RKLB — Only scaled launch alternative. SpaceX IPO validates the market, RKLB gets the multiple expansion.
$ASTS — Highest-beta space name. Sector ETF inflows hit this first.
$PL — Space data pure-play. IPO headlines bring retail back to Earth imaging.
$FLY — Speculative flows lift all space-adjacent mobility names in a sector re-rating.
$LUNR — Only pure-play Moon stock. Artemis ecosystem gets a spotlight when SpaceX lists.
Space Stocks: The Final Frontier of Alpha 🪐🚀
We’ve already seen massive runs across space equities over the past year:
(1Y)
$RKLB +434%🟢
$LUNR +237%🟢
$ASTS +339%🟢
$PL +1,105%🟢
(YTD)
$VOYG +60%🟢
$RDW +93%🟢
$IRDM +175%🟢
Catalysts driving the rerating: 📈👇
• Sticky, long-duration government contracts (NASA/DoD visibility)
• Rapid satellite constellation buildout across commercial + defense use cases
• Emerging lunar economy + logistics infrastructure buildout
• Commercial adoption inflection (data, connectivity, Earth observation scaling)
The SpaceX Effect 🧑🚀
• SpaceX effect — expands TAM and validates the sector; its expected IPO and ~$2T+ valuation narrative sets a benchmark for the space economy and lifts public peers as investors re-rate them as early exposure to a much larger market.
The space market is still priced as early-stage, yet the trajectory suggests a much larger end-state than most models currently capture. As visibility improves and execution de-risks, the sector continues to re-rate higher.
At the same time, these remain some of the most expensive and volatile names in the market, with sharp sentiment swings, but the long-term TAM expansion story remains intact.