Jul. 10 at 1:20 PM
The Space Triangle I'm Watching
Three companies. Three different missions. One long-term theme.
$RKLB → Launch, satellites, and now an even stronger vertically integrated space platform after the Iridium acquisition.
$ASTS → Direct-to-device satellite connectivity with global telecom partners. A unique play on the future of mobile coverage.
$VOYG → Space infrastructure, defense, propulsion, and commercial space stations. Positioned for the next phase of the orbital economy.
Together they cover:
Launch → Connectivity → Space Infrastructure.
The next decade of space may create multiple winners, not just one.
Which would you own for the next 5 years?
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