Space
Space economy stories covering lunar infrastructure, satellite companies, NASA contracts, and aerospace investments backed by real data.
$43B RKLB Stock: How Rocket Reached Escape Velocity
Space • Launch Services • Aerospace • Defense • Satellites • Vertical Integration
Rocket Lab launched 21 times in 2025 with 100% mission success. They're now the second most active launch provider on Earth, behind only SpaceX. But 74% of revenue doesn't come from rockets. It comes from spacecraft components they build themselves. Solar panels. Reaction wheels. Star trackers. They built the entire supply chain.
Backlog reached $1.1 billion. Gross margins hit 37%. The only backup to SpaceX is building everything in-house.
Source: Rocket Lab Q3 2025, SDA Contract, 2025 Launches
419% LUNR Stock: Why the Moon Needs a Logistics Giant
Space • Lunar Economy • NASA • Space Infrastructure • Defense • Satellites
Intuitive Machines became the only private company to land on the Moon. The stock traded at $2. Now they control lunar communications, satellite manufacturing, and surface operations. They secured a $4.8 billion NASA contract and built a backlog approaching $1 billion.
LUNR rose 419% from its low. Revenue grew 3x. Contract pipeline: $10 billion. The toll road to the Moon is under construction.
$175B PL Stock: Geospatial Growth Engine
Space • Satellites • Geospatial Intelligence • Defense • AI • Earth Observation
While everyone was watching rockets, Planet Labs built a digital twin of the Earth that updates every 24 hours. 200 satellites index the planet like Google indexed the web. Backlog reached $734 million. As the geospatial market reaches $175 billion by 2030, Planet has become the infrastructure.
Planet operates 200 satellites imaging Earth daily. Four consecutive profitable quarters. The geospatial market reaches $175B by 2030. The living archive is already built.