Orbital Infrastructure & Deep Tech Frontier

Exponential cost declines in launch economics and reusable rocketry are unlocking multi-trillion-dollar total addressable markets across satellite broadband, orbital sensing, and space-based defense compute. While near-term markets obsess over hyperscaler AI capex pacing, orbital infrastructure is at a pivotal S-curve inflection point, fueled by sovereign defense budgets, commercial satellite megaconstellations, and next-generation sovereign communication layers. We target high-conviction enablers scaling breakthrough space hardware, propulsion, and edge defense intelligence over a 5-year transformative horizon. Catalysts: - 2026-10-07 Report: taxpayers take a stake in Anduril shipyard subsidiary (https://www.yahoo.com/news/politics/articles/inside-trump-deal-american-taxpayers-144906246.html) Launch basket (equal weight): RKLB, PLTR, GEV, BA, LRCX, AMAT, ASTS, LUNR, RDW, PL Rules: 1. No inverse, leveraged or volatility ETFs. 2. Only names tradable at the enrolled brokers (Moomoo): no OTC listings, no dead tickers, nothing on the refused list.