To The Moon

[Heart]Hi, Tigers ，Trump officially unveils "Stargate," a $500B AI infrastructure initiative led by $Microsoft(MSFT)$ OpenAI, SoftBank $ARM Holdings(ARM)$ , $NVIDIA(NVDA)$ & $Oracle(ORCL)$ -- creating 100,000 jobs & advancing U.S. AI dominance under SoftBank chair Masayoshi Son with OpenAI managing operations.

This $500B investment marks just the beginning of numerous infrastructure-related announcements expected over the next 4 years.

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In this article, we are helping you knowing the top companies and top ETFs in the 6 most important sectors of the space economy.[Miser]

Below are some invloved stocks showing strength in today's market, which and will they be your focus?

The Space Economy:

Launch Services Providers

1. $Rocket Lab USA, Inc.(RKLB)$ see ATH with a re-watch

The stock up over 30% with serious volume after Trump’s declaration that the space economy.

Peter Beck, $RKLB CEO, reaffirms Neutron launch mid-2025 with cadence: 2025: 1 launch ; 2026: 3 launches ; 2027: 5 launches.

See from the below chart, it is definitive rip through this range on volume. Bulls in full force on Tuesday.

@ Alex Jones Industrial Average

2. $Virgin Galactic(SPCE)$ rose 6.6%, and the stock price has been collapsing for several years

Although Virgin Galactic has pioneering goals in the field of space tourism, its commercialization process and profitability have not yet met market expectations. Even the company has successfully conducted multiple space flight tests, it has not yet achieved large-scale commercial operations. Virgin Galactic faces great financial pressure in 2024. The space tourism market is highly competitive, and Virgin Galactic needs to compete with companies such as SpaceX and Blue Origin for market share.

However, the Stargate project focuses mainly on the construction of artificial intelligence infrastructure, while $Virgin Galactic(SPCE)$ 's core business is space tourism and commercial space flight.

While the Stargate project itself may not directly bring significant financial or market benefits to $Virgin Galactic(SPCE)$ , its promotion of technological advancement and market confidence may indirectly create a more favorable development environment for Virgin Galactic.

Space Infrastructure and Services

1. $Redwire Corp.(RDW)$ soaring over 50% after acquiring Edge Autonomy for $925M in cash and stock (25% cash, 75% equity) !

This strategic movewill make them a Leader in multi-domain defense tech. $RDW is finally getting the recognition it deserves from the market.

They just received another $45M contract for space-based defense last month. It has rise 477.5% in 2025, and rose 35.66% so far in 2025.

"Redwire is poised to provide end-to-end solutions for multi-domain operations from the surface of the earth to the surface of the moon and beyond." -Peter Cannito, CEO

Do you believe, $Redwire Corp.(RDW)$ is a sleeping giant, quietly revolutionizing space industries？

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2. $Intuitive Machines(LUNR)$ up 20% Soars to 52-Week High, animal spirits pump to satellite stocks

$Intuitive Machines(LUNR)$ next launch is February 25th. This launch will be a significant step in space exploration as they are delivering Nokia’s 4G/LTE system to the lunar surface to commercialize space and the maturity of the lunar economy.

Intuitive Machines Inc. has seen significant developments in its financial performance and lunar exploration endeavors. The company's Q3 2024 revenue soared to $58.5 million, marking a 359% increase from the previous year, largely attributed to lunar delivery missions and the acquisition of the Near Space Network Services (NSNS) contract. This contract could potentially contribute up to $4.82 billion over the next decade.

3. $Momentus Inc.(MNTS)$ soared 22%, a nice candle, but still fluctuating within the price box.

Some investors may expecting the stock to target $10 soon. The news is Momentus files to sell 1.5M shares of Class A common stock. A.G.P. is sole placement agent.

4. $Terran Orbital Corp(LLAP)$ -I don’t recommend to watch this stock.

LLAP announced in last August that it had secured a deal to produce 10 satellites for the Tranche 2 Transport Layer (T2TL) Gamma contract for the Space Development Agency.

LLAP’s stock price didn’t doing great in 2024, was sued by investors in a class-action lawsuit for securities fraud and its trading has been suspended since October 29, 2024.

5. $Sidus Space Inc.(SIDU)$ surged 22% on Tuesday.

Sidus Space has joined the Moon RACER team led by $Intuitive Machines(LUNR)$ on NASA’s Lunar Terrain Vehicle Services (LTVS) contract in support of the Artemis program since August 2024. The contract is the first phase of the development of a lunar terrain vehicle (LTV) to provide human exploration capabilities on the lunar surface for the Artemis missions.

Despite multiple collaborations with NASA, $SIDU's market cap remains relatively low.

Satellite Communications

1.$AST SpaceMobile, Inc.(ASTS)$ rose over 11%, but still have finacial struggles.

ASTS rose more than 700% in 2024, mainly starting in May, when $Verizon(VZ)$ and $AT&T Inc(T)$ were both investing heavily with AST SpaceMobile in a bid to challenge Elon Musk's SpaceX.

ASTS then pulled back from August 2024 to date, with a 11.16% surge on Tuesday. One investor pointed that the final buy orders really caught his eye.

From the financial statement, In the third quarter of 2024, the company's operating profit was -$65.55 million, total assets were $821.65 million, and total liabilities were $318.85 million. In the past twelve months (as of September 30, 2024), the company's total revenue was $2.5 million. The company plans to continue to expand its space network in the next few years, including signing new launch service agreements with Blue Origin and SpaceX.

Overall, $AST SpaceMobile, Inc.(ASTS)$ faces greater financial pressure in 2024, and despite revenue growth, its losses have also expanded significantly. The company's future growth potential may depend on the expansion of its space network and the advancement of satellite projects.

2.$EchoStar(SATS)$ is not directly related to the core of the Stargate project

$EchoStar(SATS)$ is a company focused on communications and content delivery, and is currently working on developing its nationwide Open RAN 5G network. The core of the Stargate project is AI infrastructure, which is not directly related to EchoStar's 5G network construction.

Echostar's total revenue in the first three quarters of 2024 was $11.859 billion, down from $12.853 billion in the same period last year. Net loss was $454.8 million, down from $327.8 million in the same period last year.

Overall, $EchoStar(SATS)$ also faces dual pressures on revenue and profit in 2024, but its strategic layout in the fields of 5G networks and flight communications and new financing plans have laid a certain foundation for its future growth.

It’s stock price reached a 52-week high of $27.20 on January 21, 2025, up 52.07% from the same period last year, has risen for 4 consecutive days. The stock price performed well in 2024 and 2025, still showing investors' confidence in its growth potential.

3. $Viasat(VSAT)$ surged more than 32%, a leader in satellite communications

VIASAT is a global communications company that focuses on providing high-speed satellite Internet, satellite communications solutions and mobile satellite services.

The company has won a $4.82 billion contract from NASA. This contract belongs to NASA's "Near Space Network Services" project, which aims to enhance its direct-to-Earth (DTE) communications capabilities. Viasat will provide global ground segment support services for NASA's missions, marking NASA's further shift to commercial solutions.

Although the "Stargate" project focuses mainly on the construction of artificial intelligence infrastructure, $Viasat(VSAT)$ may indirectly benefit from the development of the broader technology industry.

4 $Iridium(IRDM)$ a key device for satellite communications

As a key device for satellite communications, IRDM can provide reliable communication links for the data centers planned to be built in the Stargate project, especially in remote areas or scenarios that require high bandwidth.

Companies and technology partners involved in the Stargate project (such as $Oracle(ORCL)$ , $NVIDIA(NVDA)$ , etc.) may explore cooperation opportunities with IRDM manufacturers to jointly develop solutions for AI infrastructure.

IRDM manufacturers may face new market opportunities and increase their influence in the field of AI, and may also benefit from overall technological development and cost reduction.

Earth Observation and Imaging

1. $Planet Labs Pbc(PL)$ added+22% - another space name(satellite plays) firing off

Founded in 2010, Planet Labs aims to image the entire Earth daily to monitor changes and identify trends. Their satellite constellation, which includes "Dove," "RapidEye," and "SkySat" imaging satellites, provides high-resolution images for applications such as climate monitoring, crop yield prediction, urban planning, and disaster response.

$Planet Labs Pbc(PL)$ has been consolidating since December! It may be getting ready for a breakout!

2. Real-time geospatial intelligence provider$BlackSky Technology Inc.(BKSY)$ didn’t rise much.

BlackSky Technology focused on providing customers with high-frequency, on-demand satellite imagery, analysis and monitoring services through its low Earth orbit (LEO) satellite constellation and BlackSky Spectra® mission and analysis platform.

BlackSky has recently won several contracts from the U.S. Department of Defense and the Navy, such as providing imagery services for mobile target research and integrating advanced optical intersatellite link terminals for the Navy. This shows that the company's technology and services in the defense and intelligence fields have been recognized by the government.

The Trump administration's support for the space economy and its emphasis on AI and data infrastructure may drive the development of the entire technology industry, thereby creating more market opportunities for BlackSky

From candle and chart Looks like volume is starting to come into this $BlackSky Technology Inc.(BKSY)$ . Waiting for a break of $12.50 worth watching again.

Aerospace and Defense Companies

1. $RTX Corp(RTX)$ jumped 3%, and its rating and target price were raised.

is a world-leading aerospace and defense company formed by the merger of Raytheon and United Technologies Corporation (UTC) in 2020. It mainly has aerospace, defense and missile systems, intelligence and space, and global intelligence solutions businesses.

The Stargate project is expected to create more than 100,000 jobs. As a large enterprise in the aerospace and defense fields, RTX may benefit from this economic driving effect.

RTX Corporation is gaining attention for its growth potential in the aerospace and defense sector, with analysts optimistic about its upcoming earnings report. $Citigroup(C)$ upgrades $RTX Corp(RTX)$ to buy from neutral raises target to $153 from $132.

Similar gains were also seen in $Lockheed Martin(LMT)$ , $L3Harris Technologies, Inc.(LHX)$ , $Northrop Grumman(NOC)$ , $Boeing(BA)$ , $AAR Corp(AIR)$ stocks.

Space-related Component Manufacturers

You may also have interests in $Heico(HEI)$ , $MDA Space Ltd.(MDALF)$ , $KULR Technology Group, Inc.(KULR)$, two of them rebounded from bottom. And $Heico(HEI)$ looks strong in recent year.

Space-focused Investment Trusts and ETFs

If you are hesitant to choose a stock for a long-term goal. Consider the following space-focused ETFs as alternatives:$SERAPHIM SPACE INVESTMENT TRUST PLC(SSIT.UK)$, $ARK Innovation ETF(ARKK)$, $Procure Space ETF(UFO)$, $Destiny Tech100 Inc(DXYZ)$, $VANECK SPACE INNOVATORS UCITS ETF(JEDI.UK)$.

So far in 1 year return, $Destiny Tech100 Inc(DXYZ)$ performs best as it holds many VC companies and especially benefits from ELON MUSK’s success in supporting TRUMP become the presidend of America.

Hope this article is useful to you, please share it.

[Heart]For more trading opportunities, please research and share in the comments section.

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