Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

Zaid

๐Ÿ‘ค Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Space could follow a similar trajectory.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Now look, the government will continue to play a key role here.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Government agencies all over the world remain key customers for the core space industry, especially for high-end systems, exploration, defense, and early-stage lunar infrastructure.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

The Artemis missions are a great example of that.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

So between the cheaper launches and the growing commercial demand and increased government investment, the space economy is hitting an inflection point.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

And there are a handful of publicly traded stocks that are in position to ride this wave.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

So let's talk about some of those names.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

You know, there are a bunch of space related stocks out there these days, but we're going to highlight three of them.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

First up, let's talk about Planet Labs.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Planet Labs is a satellite imaging company.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

They operate hundreds of satellites in space that spend all day taking high risk pictures of the Earth's surface.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

When I say high res, I mean, I'm talking about these satellites can identify an object as small as 15 centimeters.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

You can literally track how a war is developing.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

You can monitor gold mine production or watch crop health change in real time.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

And that kind of data has become hot commodity.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Defense contractors, intelligence agencies, agricultural companies, and hedge funds are all paying top dollar for it.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Planet Labs revenues grew to $244 million last fiscal year, and they have a backlog of about $900 million moving forward.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

The company is now also layering in AI on top of its data platform to help clients make faster and smarter decisions based on what the satellites are seeing.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

So if satellite data continues to become essential for businesses here on Earth, Planet Labs will be a prime spot to take advantage.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

The stock has already gone up nearly 70% this year.