Space Invest Club 💸

From the team that brought you the $RDW x Edge Autonomy merger AE Industrial presents: $YSS 🤝 ALL.SPACE (AEI / AE Ventures backed both the buyer and the target in both transactions)

The space economy just had a $36 billion quarter. The Q1 2026 Space IQ Briefing premieres this Sunday, April 26th at 4PM ET. @chadsonofchad breaks down where the market is heading next—from @Nasdaq MarketSite, the new home of the Space IQ Briefing. 🔹 Orbital data centers → platform war 🔹 Space + AI convergence 🔹 Satcom reaching inflection 🔹 Capital flooding into the "invisible backbone" Subscribe + turn on notifications: pulse.ly/vagbu6nghf Bigger news about our Nasdaq partnership dropping next week.

Space Capital family company @hawkeye360 has filed for an initial public offering, marking an important milestone as more space companies begin to enter the public markets. The company’s move toward a public listing reflects growing demand for space-based data and the increasing role of RF intelligence in global security and defense operations. Full article on @SpaceNews_Inc: pulse.ly/pbfbspt8ou

Space Capital family company @KeplerComms launched the largest compute cluster in orbit in January, linking GPUs across its satellite network via laser communications. As outlined in our 2026 predictions, the convergence of AI, energy, and orbital infrastructure is beginning to take shape, and with cities adopting bans on data center construction, space-based alternatives are becoming even more lucrative. Read more about Kepler’s orbital compute platform and what it signals for the future on @TechCrunch: pulse.ly/hogy2rrqqs

We understand the higher likelihood that more than the average amount of private SpaceX investors will want to stay long post-IPO, but if you run into a legal headache(s) untangling your SPV does that change things?

Worth a read. The only historical examples of IPOs similar in size (~1-2% of the entire stock market) are U.S. Steel in 1901 and Ford in 1956.

We are exceedingly lucky that two well funded companies are mastering reusable launch to any extent (with more trying). Getting to space is barely achievable with the physics we understand at all, the fact that we have two companies successfully making it economical is a huge huge win. We are entering a massive orbital infrastructure buildout phase. The tribalism and competition is fun but understand humanity needs this. Blue Origins accomplishment today is nothing short of successful. We should cheer on this team tackling the hardest challenges humanity has ever faced.

Global X is betting investors want more space joy in their portfolios. The thematic fund provider announced the Global X Space Tech ETF, a passively managed fund trading under the symbol $ORBX. payloadspace.com/orbx-etf-launc…

EO is entering a new phase: sovereignty + AI-driven insight. Countries are building their own capabilities while relying on commercial players like Space Capital family companies @hawkeye360, @iceye_global, and @planet for scale. The shift? From raw imagery → actionable intelligence. See where the EO market is going next as highlighted in @payloadspace’s “The State of EO 2026”: pulse.ly/7urkeoddjg

The SpaceX IPO will ignite a trillion-dollar space race. 𝗦𝗽𝗮𝗰𝗲 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 $RKLB Rocket Lab $SIDU Sidus Space $FLY Firefly Aerospace $RDW Redwire Space $LUNR Intuitive Machines $MDA MDA Space $VOYG Voyager Space $YSS York Space Systems $SPCE Virgin Galactic $FJET Starfighters Space 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 $ASTS AST SpaceMobile $GSAT Globalstar $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat $TSAT Telesat $GILT Gilat Satellite Networks $VSAT Viasat 𝗦𝗽𝗮𝗰𝗲 𝗜𝗺𝗮𝗴𝗶𝗻𝗴 $PL Planet Labs $GSAT Globalstar $SATL Satellogic $BKSY BlackSky Technology $SPIR Spire Global 𝗦𝗽𝗲𝗰𝗶𝗮𝗹𝗶𝘁𝘆 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 $CRS Carpenter Technology $MTRN Materion $HXL Hexcel $ATI ATI $GLW Corning $PKE Park Aerospace 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 & 𝗗𝗲𝗳𝗲𝗻𝘀𝗲 $RTX RTX Corporation $LMT Lockheed Martin $KTOS Kratos Defense & Security $VOYG Voyager Space $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales 𝗦𝗽𝗮𝗰𝗲 𝗖𝗼𝗺𝗽𝗼𝗻𝗲𝗻𝘁𝘀 $TDY Teledyne Technologies $APH Amphenol $KRMN Karman Space $RBC RBC Bearings $PH Parker Hannifin $AME AMETEK $GHM Graham $HEI Heico $DCO Ducommun $ATRO Astronics $TDG TransDigm

INTRODUCING: our first piece in a four-part series on THE ECONOMICS OF ORBITAL DATA CENTERS. A lot of the analysis out there on terrestrial vs. orbital data centers misses the point. The core question is not just whether computing in space can one day be cheaper on a static cost basis. It's whether space offers a way to bypass the power, permitting, land, and infrastructure bottlenecks increasingly constraining terrestrial scale. That has real economic value. Speed to scale matters. In some cases, it may matter more than people think. So we built the model ourselves: mapping terrestrial constraints, underwriting moderate and aggressive scenarios, and pressure-testing the economics of the leading orbital data center players, including @SpaceX, @blueorigin, @Starcloud_, Sophia Space, @AetherfluxUSA, and @Axiom_Space, along with suppliers such as @K2SpaceCo and @ApexSpacecraft. Several companies allowed us into their economics and BOM assumptions, which we cross-checked with other next-gen satellite manufacturers. This is our effort to separate narrative from math. 👇

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Airbase emerged from stealth today with a $5M round led by Andreessen Horowitz. The round also included participation from Squadra Ventures, and Founders You Should Know. payloadspace.com/airbase-emerge…

There it is the first AI Sat concept with solar panels & radiators to scale … 100kw scale.

Starcloud files plans for 88,000-satellite constellation spacenews.com/starcloud-file…

SpaceX always belonged on the Nasdaq. Given the war it and the NYSE have been having for listings, I give it a 50-50 chance they accomdate early inclusion

News: @DirexionLETFs files registration statement with the SEC for: • Direxion Daily SpaceX Bull 2X ETF • Direxion Daily SpaceX Bear 2X ETF Tickers: TBD Fees: TBD Type: Actively Managed Launch Date: May 18 (Est.)

News: @Defiance_ETFs files registration statement with the SEC for: • Defiance Daily Target 2X Long SpaceX ETF Tickers: TBD Fees: TBD Type: Actively Managed Launch Date: May 18 (Est.)

.@LambdaVision, which manufactures artificial retinas in LEO, announced that it had pre-booked manufacturing time and space onboard Starlab Space’s yet-to-be-launched commercial space station. payloadspace.com/lambdavision-t…

News: $LUNR To Report Q4 / FY 2025 Earnings on on Thursday, March 19th Before Market Open investors.intuitivemachines.com/news-releases/…