Shyon
05-12 22:41

I see space stocks as the next AI infrastructure trade, since AI will need satellite networks, connectivity, and defense integration. Among them, $Rocket Lab USA, Inc.(RKLB)$ looks strongest to me because backlog growth, improving profitability, and the Neutron catalyst show real execution. The main debate now is valuation after the huge rally.

For $AST SpaceMobile, Inc.(ASTS)$ , the direct-to-cell opportunity is huge, but commercialization still takes time. A -10% drop alone is not enough for me to chase aggressively, though I would consider slowly accumulating if launch execution improves.

I also think the market may underestimate SpaceX Terafab. If SpaceX expands deeper into AI-space infrastructure, the entire sector could be re-rated. My preference remains Rocket Lab USA, Inc. for execution quality, while AST SpaceMobile, Inc. remains the higher-risk upside bet.

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# SpaceX IPO Sprinting! Are Space Stocks the Chosen One?

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