Lambert Pitman
06-18

$Sidus Space Inc.(SIDU)$ This is a small-cap company with a serious customer list. NASA, DoD, Space Force, and the Intelligence Community (NRO, CIA) are all downstream customers. This isn't a speculative space play; they're already delivering to them.

The supply chain runs through $GE Aerospace(GE)$ , $Advanced Micro Devices(AMD)$ , and $3M(MMM)$  for hardware. Launch dependency on $SpaceX(SPCX)$  ties them to the broader new space ecosystem.

The customer mix is almost entirely government. That means sticky contracts, but also concentration risk. It's a mega growth industry, though.

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