Rocket Lab is a leading US launch provider and space systems manufacturer currently developing the larger Neutron rocket.
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Pick & Shovels for Space Ecosystem
Aug 10, 2026
The creator identifies six stocks positioned as 'picks and shovels' for the emerging space ecosystem, highlighting their roles in infrastructure, satellite technology, and lunar missions.
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AST SpaceMobile is developing a space-based cellular network to connect standard smartphones directly to satellites.
Intuitive Machines is building the lunar economy through moon missions and communication networks tied to NASA's long-term plans.
BlackSky provides real-time intelligence through its Earth-observation satellite network for defense and commercial customers.
Redwire provides critical space infrastructure, including solar arrays and manufacturing systems for government and commercial missions.
Planet Labs operates a large Earth-imaging satellite fleet serving government and commercial clients with a significant contract backlog.
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