Shay Boloor(@StockSavvyShay):SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers. That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $RKLB: ~$2.2B • $FLY: ~$1.3B • $ASTS: ~$1.2B • $LUNR: ~$1.1B • $PL: ~$900M • $RDW: ~$498M • $BKSY: ~$380M • $VOYG: ~$275M • $SPIR: ~$185M • $SATL: ~$77M

2026.05.16 13:44

SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commercial customers. That could lift entire public space ecosystem across launch, LEO connectivity & orbital infrastructure. Current backlog across the ecosystem: • $RKLB: ~$2.2B • $FLY: ~$1.3B • $ASTS: ~$1.2B • $LUNR: ~$1.1B • $PL: ~$900M • $RDW: ~$498M • $BKSY: ~$380M • $VOYG: ~$275M • $SPIR: ~$185M • $SATL: ~$77M