17 Stocks to Play Space Race 2.0 VIEW IN BROWSER 
Wall Street has spent the past two years staring down at silicon wafers and AI algorithms — but the next trillion-dollar investment boom might require tilting your gaze about 238,900 miles upward. The world is quietly — but rapidly — entering a second space race, and the starting gun has already fired. At the heart of this renewed cosmic sprint is NASA’s Artemis program, a multi-stage effort designed to put humans back on the Moon for the first time since Apollo — and to do it in a way that’s more “permanent lunar outpost” than “quick victory lap.” Artemis isn’t just about planting flags. It’s about mining, building, powering, and sustaining a long-term human presence in space. And here’s the part that matters for your portfolio: As competition intensifies over the next several years to build, power, and operate the infrastructure of outer space, governments will pour staggering sums of money into the space industry. The U.S. will spend big. China will match it. The EU, Russia, Japan, and India will all throw in their chips. That means a flood of taxpayer dollars into rocket makers, satellite builders, space robotics companies, nuclear reactor developers, and the entire supply chain behind them. For investors, that’s not just a story — that’s an opportunity. Pure-Play Space Stocks: The Frontline Winners If you want direct exposure to Space Race 2.0, start with the pure-plays — companies whose revenue is directly tied to space launches, infrastructure, or in-orbit services. Here are the names you should know: Rocket Lab (RKLB) Think of Rocket Lab as SpaceX’s scrappy younger cousin. They specialize in small- and medium-payload launches — the kind needed thousands of times for satellite constellations, lunar relay systems, and deep-space probes. Their Electron rocket is proven, and their larger Neutron rocket is coming soon. In a space economy where launch cadence is king, Rocket Lab is already ahead of most rivals. Intuitive Machines (LUNR) If Artemis has a delivery truck, it’s Intuitive Machines. They build lunar landers to carry NASA’s scientific equipment, rovers, and other cargo to the Moon’s surface. Their Nova-C lander is already contracted under NASA’s Commercial Lunar Payload Services program. As lunar missions multiply, landers like theirs become indispensable. Redwire (RDW) Space construction and engineering, meet your contractor. Redwire builds space-ready structures, sensors, and 3D printing systems designed to operate in microgravity. They’re involved in the Artemis supply chain and the broader push toward on-orbit manufacturing — the “factories in space” concept that will likely define the 2030s. Planet Labs (PL) Planet doesn’t build rockets; it builds the eyes in the sky. Their fleet of Earth-imaging satellites provides high-resolution, frequently updated imagery to governments, businesses, and researchers. In a geopolitical climate where knowing what’s happening on Earth (or the Moon) in real time is priceless, Planet is already a data powerhouse. AST SpaceMobile (ASTS) AST is building a satellite network to beam broadband directly to smartphones without ground towers. That’s not just a convenience on Earth — in a Moon-to-Earth comms network, the same technology could keep astronauts connected without bulky gear. They already have major telecom partnerships in place. BlackSky Technologies (BKSY) BlackSky competes in the real-time geospatial intelligence market. Their satellites monitor Earth for changes — troop movements, infrastructure buildouts, even agricultural shifts — with applications that span defense, logistics, and space mission planning. In Space Race 2.0, data is a weapon, and BlackSky is an arms dealer. Voyager Technologies (VOYG) Voyager delivers defense, national security, and space infrastructure solutions — it’s an all-in-one space play. They are well positioned to benefit from increased government and commercial demand for space and defense systems, including solid-fuel propulsion, ISR solutions, and next-gen space technologies. Firefly Aerospace (FLY) Freshly public and already making waves, Firefly builds rockets and lunar landers. They’ve landed significant NASA contracts under CLPS, and their Blue Ghost lander is designed for cargo runs to the Moon. They’re one of the few companies with both launch and lunar surface capability. Beyond Pure-Plays: The Broader Beneficiaries Space Race 2.0 doesn’t happen in a vacuum (pun very much intended). It pulls in other industries that will benefit from government contracts and infrastructure demand. Defense & Aerospace Giants Names like Lockheed Martin (LMT), Northrop Grumman (NOC), Boeing (BA), and L3Harris (LHX) are already entrenched in NASA and Department of Defense programs. They build spacecraft, design deep-space probes, and manage mission systems. They won’t deliver the speculative triple-digit gains you might see from a small-cap launcher, but they offer stability, dividends, and a lower-risk way to ride the wave. | Recommended Link | | | | The time to start selling large tech stocks may finally be upon us. On September 16th, experts are saying there is a 95% probability that an adverse event will hit megacap tech stocks. Futurist Eric Fry’s most renowned skill is picking which stocks to sell and what to buy during stock market “regime changes” just like this. Now, Eric is saying “Sell NVDA, AMZN and TSLA before it’s too late.” Get the names and tickers of the alternative stocks he suggests instead… |  | | Nuclear Power: The Stealth Space Catalyst One of the least-talked-about parts of Artemis is nuclear power — not for Earth’s grid, but for the Moon. NASA wants a 100-kilowatt fission reactor at the lunar South Pole by 2030 to power habitats, mining rigs, and communication arrays through the two-week lunar nights. That puts a spotlight on companies like: - BWX Technologies (BWXT) — a leader in small nuclear reactors and NASA’s partner for nuclear thermal propulsion engines.
- Centrus Energy (LEU) — producing high-assay low-enriched uranium (HALEU), a critical fuel for advanced reactors on Earth and in space.
- Oklo (OKLO) — developing microreactors that can be deployed in remote or extreme environments — exactly what a Moon base needs.
- NuScale Power (SMR) — building scalable small modular reactors for terrestrial and potentially off-world use.
- Constellation Energy (CEG) — not a space stock per se, but as the largest U.S. nuclear power producer, it’s a beneficiary of the nuclear renaissance driven by space, AI, and defense power demands.
Why This Is the Opportunity Nobody’s Talking About Right now, Space Race 2.0 is under-owned, under-analyzed, and underappreciated by Wall Street. AI hogs the spotlight. EVs still soak up headlines. Space? It’s treated like a curiosity — something for the Science section, not the Business section. That’s exactly why this is interesting. History tells us the biggest market winners often come from themes hiding in plain sight. By the time CNBC starts running daily “Moon Mission Stock” segments, the easy money will be gone. Here’s what we have today: - Massive growth catalyst: Trillions in global space spending over the next two decades.
- Structural tailwind: National prestige is on the line; once countries commit, budgets rarely shrink.
- Diverse opportunity set: From speculative launch plays to safe-haven defense giants to overlooked nuclear suppliers.
- Asymmetric payoff potential: Small-cap space stocks could multiply on successful contract wins; large caps offer steady compounding.
The Final Word The Artemis program is just the start. What we’re witnessing is the dawn of industrialized space — with launchers, landers, reactors, and orbiting infrastructure forming a lunar economy in the making. But while most eyes are fixed on AI chatbots and silicon chips, the real revolution may lie 238,900 miles above us. Because AI isn’t just disrupting software — it’s enabling an entire generation of machines, systems, and autonomous platforms to operate off-Earth. And the companies building this new “physical AI”— the embedded chips, smart sensors, and autonomous robotics — aren’t just chasing cloud profits. They’re building the tech that will run our Moon bases, mine rare metals in space, and maintain satellites without human intervention. So while Wall Street looks down, Innovation Investor is looking up — and showing readers how to get in early. Get Innovation Investor to learn the names, tickers, and full thesis on Luke’s top space-AI picks in the next frontier. Sincerely, | 
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