Space Capex & Orbit Infrastructure

The nexus between satellite constellations, orbital infrastructure, and high-performance computing is rapidly expanding as commercial operators scale capex programs. Large-scale financing initiatives and launch cadences are driving accelerated procurement of specialized space systems, satellite avionics, and space-grade electronic components. This portfolio targets prime satellite integrators, launch providers, and specialized avionics contractors capitalizing on expanding orbital defense and commercial budgets. Catalysts: - 2026-10-06 SpaceX seeks about $40 billion to buy Nvidia chips, tightening launch capex and satellite hardware integration (https://www.reuters.com/business/media-telecom/spacex-seeks-40-billion-buy-nvidia-chips-ft-reports-2026-10-06/) Launch basket (equal weight): RKLB, BA, GE, LMT, NOC, LHX, TXT 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.