Mar. 22 at 6:43 PM
Usually takes a catalyst to ignite themes, even if they’re already booming beneath the surface, just like it took the launch of ChatGPT to really get the AI trade going at the end of 2022, even though AI was always something that was known to be coming in the future.
Simillarly,
Everyone knows space is the future, and its very real with an already ~
$600B economy... but it needs the catalyst to really grab market attention and get going.
SpaceX
$1.5T IPO will be that catalyst.
Using lessons learned from the AI trade, we aimed to find the biggest winners of the coming space trade, across the supply chain.
The most popular names in space investing right now like
$RKLB $ASTS $FLY $PL and
$LUNR are surface level, direct exposure companies, with immense execution risk.
We built a basket that wins no matter the end winner, diversified across economic segments.
Read here (free article enabled): https://kryptonresearch.substack.com/p/the-final-frontier