If the market is going to crowd into public space proxies ahead of SpaceX then I think $Rocket Lab USA, Inc.(RKLB)$ & $AST SpaceMobile, Inc.(ASTS)$ are two of the best places for that capital to land.
Rocket Lab gives you a real space infrastructure platform across launch, spacecraft, defense & Neutron upside while AST is going after one of the most commercially valuable use cases in the category (space-based cellular broadband).
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