Mlkeal Wahiin
48 posts
The Space/SATCOM sector is heating up rapidly, and there are two massive plays unfolding right now: The Prime ( $YSS ) and the Pick-and-Shovel ( $SIVE / $SIVEF). 🚨 Yesterday, US defense prime York Space Systems announced the acquisition of @allspaceltd. Here is why you need to pay attention to both sides of this defense and space tech ecosystem. 🛰️ The Prime: York Space Systems ($YSS) $YSS is emerging as an incredibly strong investment case on its own. Building on their recent IPO, they are aggressively consolidating the market—this is already their second strategic acquisition since going public. By acquiring ALLSPACE, York is securing next-gen, software-defined multi-orbit terminals (LEO/MEO/GEO). They aren't just building satellites; they are constructing a complete, resilient communications ecosystem for the US military and commercial sectors. If you want a fast-growing defense/space prime, $YSS needs to be on your radar. ⛏️ The Pick-and-Shovel: Sivers Semiconductors ($SIVE) While companies like $YSS and ALLSPACE build the physical terminals, how do these flat-panel, multi-orbit antennas actually track satellites moving at thousands of miles per hour? They require highly advanced mmWave RFICs and beamforming chips inside the hardware. Who is a premier pure-play foundry and designer for these exact SATCOM chips? Sivers Semiconductors. The broader market is currently so hyper-focused on the $SIVE AI/Photonics supercycle that they are completely ignoring the fact that their Wireless/SATCOM division is sitting right in the crosshairs of this massive space M&A wave. Smart money watches both the aggressive consolidators ($YSS) and the critical component suppliers fueling the tech ($SIVE). I'm long both, research and make your own decision ⏳🔥 $SIVE $SIVEF $YSS #SpaceEconomy #SATCOM #Defense #DeepTech
