Space Frontier: Picks & Shovels

In 1849, the miners went broke. The shovel-sellers got rich. Space is the next gold rush.

[Space Frontier: Picks & Shovels @Space_Frontier_]

$SPCX flew two classified Space Force missions in six days, both off Vandenberg. Same base, $NOC stacked a full inert Sentinel for the first time. $RKLB funded its $IRDM deal: $1.94B in new stock, $3.6B bridge loan gone. Signed earlier. Done this week. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

$RKLB new space solar cell drops the #germanium substrate: 31.5% efficiency, 40% less cell mass. Same week the @USSpaceForce picked #Texas for the last site in a #US, UK and Australia deep space radar network $NOC builds. Supply chains get chosen early. Buckle up!

[Emir M | Type-F Capital @em013L]

$RKLB I just did a deep dive into Rocket Lab, and I was surprised to find a high-quality business with a clear path to scale and profitability.

I assumed there was no money in Space; I was wrong.

Full report including valuation and business breakdown:
https://t.co/Yoa1YtAATe

[Space Investor @SpaceInvestor_D]

$RKLB: Rocket Lab just removed a major choke point from satellite solar power.

For more than 30 years, high-performance space solar cells have relied on germanium wafers. In the US, germanium metal imports collapsed 67% in 2025 after China’s export ban, while the USGS average price more than doubled to $4,100/kg.

Rocket Lab’s new IMM Apex eliminates the germanium substrate while delivering:

• 31.5% beginning-of-life efficiency
• 40% lower cell mass
• Drop-in mechanical and electrical compatibility
• Multi-100 kW production capacity
• Radiation-hardened performance

This is a game changer.

[Shay Boloor @StockSavvyShay]

$RKLB just launched a new space solar cell that is 32% efficient, 40% lighter and completely removes germanium from the design.

That means more power with less weight while reducing supply chain risk expanding Rocket Lab’s role deeper into satellite infrastructure.

[Space Frontier: Picks & Shovels @Space_Frontier_]

$PL : record $116M revenue, up 58%, adjusted EBITDA swung to a $14M profit. Stock up 6% after hours. Same week, $SPCX told the FCC Starship's first orbital flight targets September 15. Orbit pays. Cadence compounds. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

The defense-heavy version of this portfolio is gone. Defense primes cut from nearly 40% to 10%; $LHX out. $SpaceX to 16%, our largest position. New at 5% each: $MOG.A , $CRS , $MCHP , $FLY . $MP Materials to 10%. Fourteen names, fully invested. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

$HWM 's worst day since April 2025: down nearly 8% Monday after Musk said $SPCX will cast its own turbine blades. Bernstein held its outperform, $328 target. When the biggest name in space wants a foundry, scarcity is confirmed, not broken. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

Two Washington items. $SPCX asked the #FCC to examine $IRDM conduct, $RKLB fell 6%. #Grok for Government went live on https://t.co/L48kY7VPg5 via SpaceX's Starshield AI. 1.7M users in 9 months. Buckle up! ����

[Space Frontier: Picks & Shovels @Space_Frontier_]

#NASA's Roman Space Telescope launched on $LHX optics, with that stock near a 52-week low. $RKLB's $IRDM deal votes September 24. $TDY won an Army thermal imaging award. Prices track moods. Milestones track progress. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

Two #Starlink headlines this week. UAE granted it a 10-year license to sell satellite internet nationwide. @SpaceX launched a $185/month Personal Maritime plan for small boat owners. One opens a country, the other a niche. Same network, more ways to sell it. Buckle up! 🚀

[DogeDesigner @cb_doge]

BREAKING: NASA chief Jared Isaacman says SpaceX is set to launch Starship every week in 2027.

“I think you’re going to start seeing Starships launch on a near weekly cadence going into 2027.”

[Space Frontier: Picks & Shovels @Space_Frontier_]

The week's loudest space story was a quiet filing. @realspaceforce: Starshield for military aircraft, 500+ Mbps to cargo planes and fighters, worldwide, through 2027. @SpaceX runs the network. We own $SPCX. Kratos raised its 2026 outlook too. Filings, not fireworks. Buckle up!

[DogeDesigner @cb_doge]

BREAKING: SpaceX wins a new U.S. Space Force contract to expand Starshield service aboard military aircraft. 🇺🇸

The service will deliver at least 500 Mbps down and 100 Mbps up worldwide to Starshield-equipped aircraft, according to a new Space Force filing published Aug. 25.

[Space Frontier: Picks & Shovels @Space_Frontier_]

Slow news day. $RKLB this month: record revenue, record backlog, guided to another record quarter. $TDY: eleven straight quarters of orders above sales. Customers commit years before rockets fly. Backlog becomes revenue. Buckle up! 🚀

[Space Frontier: Picks & Shovels @Space_Frontier_]

Three headlines, one story: 1,000 US launches a year by 2030, signed. A $100B second #Starbase in #Louisiana. #Falcon 9 winding down for Starship. Every flight buys gases, sensors, magnets, metal. We own the suppliers. Whoever wins the race, the shovels get paid. Buckle up! 🚀

[Sawyer Merritt @SawyerMerritt]

SpaceX has just officially announced Starbase, Louisiana, a new $100+ billion spaceport in South Louisiana near Pecan Island.

Construction starts in 2027, with the first Starship launch from the new site planned for 2029.

Starbase, Louisiana will be built to support thousands of Starship flights a year. This self-sustaining spaceport will have propellant production, power generation, deep-water shipping capabilities, vehicle processing facilities, and an airport.

SpaceX is committed to investing at least $100 billion and creating more than 3,000 new jobs at Starbase, Louisana hiring heavily from nearby communities and utilizing Louisiana workers’ extensive experience of building complex infrastructure in their unique environment.

In Vermilion Parish, the shoreline is eroding between 3.3 and 23 feet per year. SpaceX is partnering with state and federal agencies to expand Louisiana’s Coastal Master Plan and Coastal Wetlands Planning, Protection and Restoration Act projects, including Gulf shoreline protection breakwaters designed to reduce wave energy and slow loss along the Gulf edge.

[DogeDesigner @cb_doge]

Starlink is taking over aviation.

The number of airlines announcing deals with Starlink is surging, and the reason is simple: airlines without Starlink now risk losing passengers to competitors offering a much better onboard connectivity experience.

We are already seeing evidence of this on 𝕏, with many passengers saying they are choosing one airline over another specifically because it offers Starlink.

[Shay Boloor @StockSavvyShay]

President Trump signed a new space directive targeting more than 1,000 U.S. launches and reentries annually by 2030.

The goal is to rapidly expanding domestic space transportation capacity to support that growth.

$RKLB, $SPCX, $ASTS, $RDW, $PL, $BKSY, $LUNR, $FLY, $VOYG

[SpacBobby @SpacBobby]

Trump Orders 1,000 Space Launches a Year by 2030 — That's 5x Today's Pace

Massive tailwinds incoming for the space sector!

$SPCX / $RKLB / $ASTS