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Tag space

AST SpaceMobile Inc ($ASTS)

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In January you saw the “National Defense Strategy / Deep Tech” macro piece: defense budgets, uranium enrichment, electronic warfare and reusable launch infrastructure all moving at once. In that map, AST SpaceMobile sits on the space-based connectivity layer: a company trying to build cell towers in orbit that can serve both civilian and military customers, at a time when governments explicitly talk about resilient communications, contested environments and independent infrastructure. This note takes that macro lens and zooms back into ASTS.

AI, drones and US defense after the Singapore Airshow 2026

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The Singapore Airshow 2026 is not just a nice backdrop for air displays and static jets. It is a live x-ray of how fast the Indo-Pacific balance of power is shifting, and how quickly drones and AI-enabled systems have moved from the fringe to the centre of the defence conversation. While China shows off fighters and commercial jets to signal that it wants a bigger slice of the regional market, US and allied firms are quietly doing something just as important: locking in long-term positions across drones, autonomy and “AI-ready” hardware.

Golden Dome $PL $BKSY $SATL

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For years, “space” was mostly a story about launch costs and broadband dreams. In 2026 the narrative is shifting: satellites are becoming the nervous system of a new defence architecture built around missile warning, tracking and resilient communications

SIDU Sidus Space Inc

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From “space-as-a-service” niche player to SHIELD radar contributor: what changed for Sidus Space after our first deep dive, how the December 2025 capital raise reshaped the runway, and why LizzieSat-4 plus AI/ML payloads make 2026 a crucial execution year.

LUNR Intuitive Machines Inc

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Intuitive Machines is a Houston-based space infrastructure company working on lunar landers, cislunar communications and defense-focused satellite platforms. The stock is one of the purest public plays on the Artemis + Golden Dome “space infrastructure” theme.

Space Defence & AI

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When you line up the numbers on artificial intelligence in space operations, autonomous systems and new-generation missile defence, it becomes very clear we are not looking at a “nice theme” to trade for a few quarters. We are watching the birth of a structural, AI-native arms race that stretches easily over the next 20–30 years.