Trading Ideas| ATST& RKLB Share Great Cooperation
Hello everyone! Today i want to share some trading ideas with you!
1.
The space economy, projected to reach $1 trillion by 2040, is shaping up to be the 5th industrial revolution. Two companies, $AST SpaceMobile, Inc.(ASTS)$ & $Rocket Lab USA, Inc.(RKLB)$ , are emerging as major players -- paving the way for a new era of connectivity and infrastructure 🧐
AST SpaceMobile: Connecting the Unconnected
AST SpaceMobile is on a mission to build the world’s first space-based cellular broadband network, capable of delivering 4G and 5G directly to ordinary smartphones. Its strategic partnerships with telecom giants like $AT&T Inc(T)$ & $Verizon(VZ)$ -- secured through long-term deals -- have laid a strong foundation. With the launch of five BlueBird satellites aboard SpaceX’s Falcon 9, ASTS will kickstart a global deployment aimed at covering over 2 billion potential users in remote and underserved areas. This ambitious plan makes ASTS a frontrunner in satellite communications -- a market growing at 10% annually.
Rocket Lab: Building a Full-Service Space Prime
Rocket Lab is evolving beyond its role as a leading small-satellite launch provider to become a full-fledged space prime, offering complete, end-to-end space services. In addition to its highly successful Electron rocket, which has handled 64% of all non-SpaceX orbital launches, Rocket Lab has been expanding its offerings to include satellite development, space systems, and deeper space exploration. Its next-generation Neutron rocket, set to launch in mid-2025, will enable Rocket Lab to enter the medium-lift market -- supporting larger missions and national security contracts.
With over $1 billion in contracted backlog and partnerships ranging from NASA to commercial clients, Rocket Lab is positioning itself as a one-stop shop for space solutions -- launching, developing, and operating satellites. This integrated approach aligns with its vision of becoming a "space prime," capable of handling everything from satellite production to Mars-bound exploration. Its continued focus on new contracts, such as a $515M agreement with the Space Development Agency, underline its ability to delivering advanced space capabilities at scale.
Final Thoughts
The space economy is still in its early days, and AST SpaceMobile and Rocket Lab are paving the way for a new era of connectivity and infrastructure. By taking bold steps to address critical gaps in satellite communication and space service -- both companies are positioned to benefit as global demand rises.
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