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| By Chris Graebe |
On March 24, NASA held its Ignition event, a sweeping announcement of agency-wide reforms and mission priorities tied directly to President Trump's National Space Policy.
This wasn't a press release. Instead, this was a three-phase blueprint, with hard deadlines, for building a permanent human presence on the Moon.
Phase One is already in motion.
NASA is shifting from bespoke, infrequent missions to a repeatable, modular approach.
One that targets up to 30 robotic Commercial Lunar Payload Services (CLPS) landings starting in 2027.
We’re talking about rovers, instruments, power systems and communications infrastructure.
Phase Two brings semi-habitable infrastructure and recurring astronaut operations on the lunar surface. It incorporates major international contributions, including a pressurized rover from Japan's space agency.
Phase Three is when it gets serious.
Cargo-capable human landing systems come online. Heavy infrastructure gets delivered. And the transition from "outpost" to "permanent base" becomes real.
This is an actionable construction schedule.
Construction schedules mean contracts.
Contracts mean capital.
And capital means opportunity.
The Supply Chain Is Where the Action Is
When NASA says it's building a Moon base, the instinct is to look at the obvious names, like Lockheed Martin (LMT) and Boeing (BA).
But agency head Jared Isaacman made something very clear at the Ignition event: They’re explicitly outsourcing this buildout to the private sector.
NASA is actively inviting industry, academia and international partners to participate in lunar payload delivery, surface mobility, power generation, habitation, communications and more.
This is an entire ecosystem being built from scratch.
And who builds the major parts of that ecosystem?
Mostly small companies who are still raising their earliest rounds of capital.
Right now, before the venture capitalists pile on and Wall Street has fully priced this in, they're accessible to investors like us.
That's the window I'm watching.
Think About the Internet Analogy
When the internet boom took off in the late 1990s, AOL, Netscape and Amazon (AMZN) were all over the news.
But the investors who made truly generational returns didn’t buy the headline names at inflated IPO valuations …
Like SpaceX today.
SpaceX never held a public fundraising round.
That means the only real way for retail investors to potentially gain access now is through secondary markets like Forge Global or EquityZen.
And even then, you aren’t guaranteed shares at a reasonable price.
So, for regular investors, the IPO is the only option. And a $2 trillion IPO valuation means the upside is already baked in for anyone buying at the opening bell.
Good for us, most of the pick-and-shovel plays are still valued like the early-stage startups they are.
This is the sweet spot for my readers.
That gap between where they're priced today and where they'll be priced when NASA starts cutting checks … that's the opportunity.
And don’t forget about the existing publicly traded names in this category …
Think companies that provide specialty materials, propulsion and fuels, launch systems, spacecraft components and semi-conductors.
ATI (ATI), Linde (LIN), RTX (RTX), Amphenol (APH) and Nvidia (NVDA) are all “Buy”-rated tickers by Weiss.
Those are investable right now. But as I said, the biggest money will go to the companies you might not even know … yet.
The Alpha Round Advantage
NASA just handed the private sector the keys to one of the most ambitious infrastructure projects in human history.
Now it’s your turn to take those keys and drive …
Lucky for you, I’ve already found the vehicle for your journey.
I’ve locked in on a pick-and-shovel company that’s flying under the radar.
It’s in its early rounds of funding and perfectly poised to benefit from the nation’s lunar ecosystem buildout.
And unlike SpaceX, it’s getting ready to open its doors to everyday investors like us!
Come to our event today at 2 p.m. Eastern to learn about this red-hot space opportunity.
Get in on the ground floor before it’s too late!
Happy hunting!
Chris Graebe
