My top 5 space/defense companies to own for the next decade:
1) $RKLB - End to end space company encompassing launch, payloads, radio, solar, and infrastructure builds. Has transitioned from a small rocket company into a tier-one defense prime contractor with involvement in the SDA Tranche 3, hypersonics and Golden Dome. Their Geost, SolAero and the yet to be closed Mynaric aquisition complete the 'innards" of building defense satellites in-house. The upcoming Neutron rocket was specifically designed to meet the requirements of the U.S. Space Force's NSSL Phase Lane 1 program which allows them to compete directly dor the most sensitive and lucrative "national security" launches. ✅
2) $ASTS - First space based mobile broadband network with applications across 5G, radar, sensing, IoT, navigation, defense. Resilient SATCOM, Blue Force Tracking, Emergency Response. The launch of AST SpaceMobile USA which is specifically structured to meet the security clearances and regulatory requirements of the DoD. Recently awarded a $30M SDA prime contract under the HALO Europa program specifically for AST's salellites to communicate directly to unmodified military radios. Only one of 2 companies in the US with full commercial authorization for D2D space based broadband satellite. ✅
3) $PL - Designs, builds and operates one of the largest fleets of Earth observation satellites serving defence, AI, gov’t, energy, tech sectors. Planet Labs has recently transitioned from a high-growth "SPAC-era" story into a fundamentally stronger, profitable infrastructure play. As of late March 2026, the company is being referred to by analysts as the "Bloomberg of Earth Data" due to its massive, searchable archive of the planet’s surface. ✅
4) $MDA - Provides the infrastructure/expertise for space exploration and satellite communications. Serves nearly every sector of the expanding space economy. In 2025, MDA launched 49th North, a dedicated defense business unit. This positions the company to capture the surge in "dual-use" space spending (missions that serve both civilian and military purposes), particularly in missile defense and secure sovereign communications. ✅
5) $TER - Designs, develops and manufactures automated test equipment and advanced robotics systems. It is also now the critical quality gate for the AI hardware explosion. ✅
$ASTS - We believe our planned SpaceMobile Service will have the following competitive advantages: 👀
- From AST SpaceMobile Annual Report (April 28, 2026)
Large Addressable Market: Our planned SpaceMobile Service is aimed at providing Cellular Broadband to mobile subscribers who are constantly moving in and out of coverage or live or work outside coverage, have no Cellular Broadband coverage, and 3 have no connectivity or mobile cellular coverage. According to Groupe Speciale Mobile Association (“GSMA”), as of December 31, 2025, approximately 5.8 billion mobile subscribers are constantly moving in and out of coverage, approximately 3.4 billion people have no Cellular Broadband coverage and approximately 300.0 million people have no connectivity or mobile cellular coverage.
Delivery of Cellular Broadband Coverage at a Competitive Cost: We believe MNOs and wireless infrastructure providers will integrate our Cellular Broadband coverage capabilities to more cost effectively deliver wireless services in hard to reach areas and other areas that experience coverage gaps as compared to existing technology. We also believe the SpaceMobile Service could be used as a backup in the event of a disruption of service to the MNO’s terrestrial infrastructure due to a natural disaster such as a hurricane, civil unrest or a cyberattack.
Definitive Commercial Agreements with MNOs Enabling Access to Key Markets and Potentially Large Number of Subscribers: We believe our definitive commercial agreements with AT&T and Verizon provide us a significant opportunity to provide SpaceMobile Service to the majority of end-users in the United States. Similarly, our definitive commercial agreements with Vodafone and STC provide us with an opportunity to provide SpaceMobile Service to a large number of end-users in several international markets outside the United States. In addition, we currently have partnerships with over 50 MNOs with nearly 3 billion subscribers globally. These definitive commercial agreements and relationship with MNOs enable access to key markets and large number of end-users, which provide us with a significant advantage to rapidly roll out SpaceMobile Service, when available, and gain a higher market share in the direct-to-device market segment.
Cellular Broadband Directly to Unmodified Devices: Our large phased array, based on our innovative technology backed by approximately 3,850 patent and patent pending claims, is designed to provide high speed Cellular Broadband including voice, text, data and video services directly to any off-the-shelf and unmodified 2G/4G-LTE/5G mobile device using low and midband cellular spectrum currently used by MNOs. This technology eliminates the need to purchase expensive, specialized equipment or new mobile devices or to carry antennas.
Satellites Designed for Great Functionality, Power and Redundancy: Our satellites are designed to have the largest commercial phased array ever deployed in LEO to provide high speed Cellular Broadband for commercial use. Our large phased array aperture is expected to provide greater spectrum reuse, enhanced signal strength and increased capacity, thereby reducing the number of satellites required to achieve service coverage as compared to smaller aperture satellites. Our custom developed ASIC chip is expected to enable materially greater throughput capacity, including peak data rates of up to 120 Mbps per individual spot beam when utilizing 40 MHz of spectrum and two-way back haul capacity which could utilize up to 10,000 MHz of spectrum per satellite, require less power and offer a significantly lower overall unit cost. We believe our large phased array design and custom ASIC chip together with our expansive and technologically diverse intellectual property portfolio consisting of approximately 3,850 patent and patent pending claims, including innovations in the direct-to-cell satellite ecosystem from space to Earth, provide significant technological advantages to provide superior coverage and deliver high speed Cellular Broadband versus other direct to device satellite services
Cost Advantages due to Greater Control of our Manufacturing: We believe that our significant investments in our manufacturing facilities and equipment, testing facilities including environment testing, manufacturing processes, and supply chain network provide us with a greater degree of control to manufacture our satellites in a timely manner and lower the overall costs of our satellites. We own the IP and control the manufacturing process either internally or through third-party contract manufacturers for approximately 95% of all the sub-systems used in our Block 2 BB satellites. We believe that having these intellectual property rights and controlling the manufacturing of these sub-systems provides flexibility to better secure our supply chain and lower the overall cost of our satellites.
Capability to Support Both Commercial and Government Applications on the Same Satellite or on a Singular Infrastructure: We believe our satellites will be capable of supporting both SpaceMobile Service to end users of the MNOs and a variety of applications in the government sector. We believe that having dual-use satellites to support both commercial and governmental applications will enable us to better optimize and monetize the capacity and capabilities of our satellites. To that end, we entered into a contract with the United States Space Development Agency (“SDA”) through a prime contractor with total expected revenue of $43.0 million to provide certain testing services utilizing the initial BB satellites, an agreement directly with the United States SDA for the Europa Track 2 commercial solutions program with a total contract value of approximately $30.0 million, and an indefinite-delivery/indefinite-quantity (IDIQ) contract award on the Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) program that enables us to pursue future task orders under the Missile Defense Agency’s multiaward framework.
$ASTS - Space broadband coming soon to a region near you....🛰️
- AST SpaceMobile Annual Report
"We plan to achieve noncontinuous SpaceMobile Service in the selected, targeted geographical markets with the launch and operation of a total of 25 BB satellites (five Block 1 BB satellites and 20 Block 2 BB satellites).
We believe we can enable Continuous SpaceMobile Service coverage across key markets such as the United States, Europe, Japan and other strategic markets with the launch and operation of a total of approximately 45 to 60 BB satellites,
and achieve Continuous SpaceMobile Service in all targeted geographical markets to meet our long term business goals with the launch and operation of a total of approximately 90 BB satellites
We anticipate launching and deploying additional satellites beyond the initial 90 BB satellites in order to enhance coverage and system capacity in response to incremental market demand
BREAKING: Berkshire Hathaway announces its cash balance is now up to a record $397 billion.
The company sold a net -$8.1 billion worth of stocks last quarter, marking its 14th-consecutive net quarterly sale.