Virgin plans to set up vertical solar towers on the moon's South Pole to harvest sunlight and sell electricity to NASA and private habitats, aiming to be the first power utility on the moon.
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This Stock Could Be a Multibagger. Here's the Case
The creator discusses Voyager Technologies as a potential multi-bagger in the space industry, noting its recent stock performance and sector trends. While not currently invested, the creator highlights Voyager's interesting business and potential for significant returns if it reaches a higher valuation, comparing its situation to Rocket Lab and AST Space Mobile. The creator also briefly touches on SpaceX's valuation.
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Starlab, controlled by Voyager, is expected to launch a new International Space Station and has secured pre-sold capacity and recurring revenue streams, with Palantir operating its AI modeling.
SpaceX is mentioned as having peaked and subsequently declined, with the creator suggesting it's more attractive now than at its peak, though still potentially expensive.
AST Space Mobile is mentioned as another space stock that has seen a significant drawdown and is trading below its weekly 50-day moving average.
Rocket Lab, a current investment for the creator, has also experienced a significant drawdown similar to other space stocks and is hovering around its weekly 50-day moving average.
Voyager Technologies is presented as an interesting space industry company with potential for significant returns, despite a recent stock drawdown, though the creator currently holds no position.
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