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