Yes and surely it will be! Spa

Yes and surely it will be! Space is likely to be a core investment theme heading into 2026, driven by technological, commercial, and strategic forces that extend well beyond niche moonshots. Many analysts and investors are seeing it as a compelling long-term theme rather than a short-lived fad

Is Space a Core Investment Theme for 2026?

As the global push toward “space infrastructure” accelerates, companies with proven execution and real delivery capabilities may be poised for a broad re-rating. One name increasingly in focus is Rocket Lab. In 2025, Rocket Lab completed 21 flawless launches and secured an $816 million contract from the U.S. Space Development Agency, a deal many view as comparable in strategic value to Palantir’s early government contracts. Is Space a core investment theme for 2026? Would you choose Rocket Lab or any other companies?

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