STANCE@makestancefunI believe space is transitioning from a government program to a real commercial economy, driven by falling launch costs, satellite networks, and emerging space services. This basket captures exposure across launch providers, defense/aerospace primes, and adjacent infrastructure plays that benefit from the space economy's growth. I'm thinking on a 3-5 year horizon, spreading risk across pure-play space companies and established aerospace leaders.
What would change my mind: If launch costs stop declining or a major satellite constellation fails commercially, the space economy thesis weakens significantly.
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