I’ve built my career with a single plan…
I did it with crypto stocks, cannabis, AI, drones…
And I got in before the headlines.
The setup was always the same. A big macro story, institutional funds starting to rotate in, and retail traders just beginning to wake up.
All of that is showing up again right now.
I’ve seen this before, so I know exactly what to do.
The Netscape Moment
Remember Netscape? In 1995, that IPO brought the web browser into the forefront of investors’ imaginations and kicked off the entire dot-com boom.
One company, one listing, and an entire sector ignited overnight.
People are starting to ask whether the space sector is about to have its own Netscape moment.
All thanks to SpaceX (which confidentially filed for a U.S. IPO last week).
The potential valuation: $1.75 trillion.
That would make it one of the largest stock market listings in history. The target date being thrown around is June.
When the anchor of an entire ecosystem gets valued at $1.7 trillion, every smaller public space company suddenly looks structurally cheap.
Professional money is already starting to move in, saying this opportunity is closer to their grasp than it’s ever been before.
That’s the kind of sector momentum I’ve been riding my whole career.
Artemis II Just Changed Everything
While the market was fixated on the war in the Middle East, four astronauts just made history.
The Artemis II crew just completed a 10-day lunar flyby that took them further from Earth than any humans have ever traveled. 252,756 miles from home. Further than anyone has gone since the Apollo era.
Guys, when humans are flying around the Moon again and SpaceX is filing for a $1.7 trillion IPO in the same week, that’s not a coincidence. That’s a signal.
The space sector just got its Netscape moment and its moonshot in the same news cycle.
More Than Rockets
This isn’t about space tourism. It’s not about billionaires floating around in zero gravity for a few minutes and calling it a business.
The biggest shift happening right now is that space is becoming infrastructure.
Viktor Shpakovsky, investment partner at Beyond Earth Ventures, a venture capital firm that funds early-stage space companies, put it perfectly…
“Space is moving from exploration to infrastructure, with massive growth happening in satellite constellations for communications, Earth observation, and defense.”
This means that every time you check a weather forecast, use GPS, or ping your location, you’re relying on space infrastructure. And that infrastructure is being rebuilt, expanded, and commercialized right now at a pace that didn’t exist five years ago.
On top of that, the moon is becoming a real commercial sector. Governments are investing heavily in lunar programs, and private companies are building landers, rovers, and logistics systems to support sustained operations.
Over the next decade, the moon is expected to move from occasional missions to a permanent economic and geopolitical presence.
And the numbers back it up. According to McKinsey, the global space economy is expected to nearly triple from $630 billion in 2023 to $1.8 trillion by 2035.
That’s not a niche play. That’s a generational opportunity.
The AI Connection
AI is creating an entirely new customer base for space infrastructure. Orbital compute, the idea of data centers in space, is emerging as a credible new narrative that ties space investment directly to the AI boom.
I’ve seen this kind of tech convergence before. Different technologies come together, and suddenly the whole is bigger than the sum of its parts.
That’s exactly what’s happening here. AI needs compute. Compute needs infrastructure. Space is infrastructure.
What I’m Watching
Sidus Space (NASDAQ: SIDU):
SIDU is a micro cap space and defense technology that designs, manufactures, and operates their own LizzieSat satellites, delivering AI-powered data to government and commercial customers.
The stock already had a monster run and has the defense contract pipeline to stay interesting.
Watch the volume. I’m keeping an eye on whether it can be based in the high $2s or low $3s.
Satellogic (NASDAQ: SATL):
Satellogics is a vertically integrated Earth observation company delivering high-resolution satellite imagery to governments worldwide. Revenue jumped 38% in 2025, driven by U.S. government contracts.
Look for SATL to trend up to the sevens or even the eights this week if the market stays strong.
Tema Space Innovators ETF (ARCA: NASA):
This is a brand new actively managed ETF that just launched on March 30th. And the ticker couldn’t be more perfect.
What makes this one special is that it’s the first pure-play space ETF to include direct exposure to SpaceX, which is 10% of the fund, before the IPO even happens.
If you want broad sector exposure across satellites, launch systems, and space infrastructure without picking individual names, this is the cleanest way to play it.
The Window Is Open
Artemis II is heading home. The SpaceX IPO is coming. Institutional money is just starting to rotate in.
This is exactly where I want to be.
I built my millions by getting into sectors before the crowd showed up.
Every single time, the setup looked just like this:
- A massive macro story developing in the background
- A handful of names starting to move
- And 99% of traders still looking the other way.
The space sector isn’t going anywhere. The catalysts are real, the money is moving, and the runway goes all the way to 2035 and beyond.
Do your homework now. Have your plan ready.
Because when this thing fully wakes up, you won’t have time to figure it out.
– Jack Kellogg
*Past performance does not indicate future results, Not typical.
