Tag
ast-spacemobile
2 posts tagged ast-spacemobile
- US Investing·
SpaceX IPO speculation: the math, the timeline, and the public stocks that benefit either way
Honest analysis of SpaceX IPO speculation for Indian retail. The $400B rumored valuation math, why the IPO probably doesn't happen, the Starlink spin-off thesis, and the public stocks (RKLB, ASTS, T-Mobile, Iridium, defense primes) positioned to benefit from SpaceX-related sentiment.
- US Investing·
Defense and space stocks at the $1.5T budget pivot: 35 names across 6 layers, 3 portfolios — June 2026 guide for Indian investors
Honest stock-by-stock guide to defense and space for Indian residents. 35 names organized by what the Trump FY27 $1.5T budget, Golden Dome, NATO 5% pledge, and the Iran war actually rewarded. Three portfolios.