Starlink is about to disrupt your cell phone.

Did you see the Starlink commercial during the Super Bowl?

SpaceX’s Starlink already provides cheap and high-quality satellite internet to almost 5 million customers. It’s growing at over 100% per year, with no sign of slowing down.

Now, it’s declared war on cell phone service providers.

In the Super Bowl ad, T-Mobile (TMUS) announced it has teamed up with Starlink to build a mobile network in space.

The commercial was a tad overdramatic. But it’s a clear sign that the final frontier is open for business.

SpaceX is already the world’s most valuable private company, raising money at a $350 billion valuation. Now, a new class of publicly traded stocks is following in its footsteps.

A new gold rush is opening up above our heads.

• Imagine paying just $20 for an airplane ticket.

That’d equate to a 96% cost reduction… which is exactly what Elon Musk’s SpaceX has achieved with space travel.

In 2000, putting a pound of cargo into orbit cost at least $30,000. Today, SpaceX routinely does it for $1,200—cheaper than a new iPhone Pro. A 96% cost reduction!

By slashing the cost of reaching orbit, SpaceX is handing a gift to humanity—and to investors.

Just look at all the innovative space companies emerging.

• America landed on the Moon last year thanks to this company.

Texas-based Intuitive Machines (LUNR) built the first American spacecraft to land on the Moon in over 50 years.

It’s paving the way for future lunar bases. Last year, Intuitive Machines raked in $200 million from its lunar crafts. Normally, an exciting company like this would be private and uninvestable for ordinary investors. But LUNR is public.

Its stock has soared 732% since 2024.

I was in London earlier this week at The Alliance for Responsible Citizenship gathering. Lousy name, great conference.

• I got talking to a NASA engineer and asked him, “What’s the most underrated space company?”

His answer: Planet Labs (PL), which owns the world’s largest fleet of satellites.

These shoebox-sized satellites take high-resolution pictures of the entire Earth every single day. It’s like a Google Earth, but in real time.

Farmers use it to monitor crop health. Logistics companies use it to keep track of inventory in storage yards. Governments rely on it for disaster response. Planet Labs collects some $240 million in revenue a year.

Or consider Rocket Lab (RKLB). It’s a fast-growing launch company like SpaceX. Last year, it launched around 3,000 lbs. of cargo into orbit on its Electron rockets. It’s expected to make over $400 million from those launches.

RKLB is up 600% in the last 10 months.

Yet few people are talking about space yet. Even though some space stocks are hot, this might be the most overlooked sector of the market right now.

• Lately, a lot of investors have asked me if they should put money into quantum computing stocks.

No.

Why invest in an industry that’s at least 10 years away from taking off… when the space economy is blossoming now?

We’ve launched more objects into orbit in the past two years than in all of previous history.

The era when space was solely a government domain is over. Now, hoodie-wearing entrepreneurs in San Francisco warehouses are designing rockets to reach the Moon. $8.6 billion dollars of venture capital flowed into space startups last year.

For the first time ever, space is a moneymaking opportunity.

Today: Drug companies are hitching cargo to rockets because certain life-saving drugs can only be made in the microgravity of space.

Tomorrow: Asteroid mining. Zero-gravity manufacturing. We might even build future iPhones on the Moon.

iPhones run on chips with transistors so tiny, a single speck of dust ruins them. Today, we deal with this by building $20 billion factories with state-of-the-art air filtration systems.

Mother Nature provides “clean rooms” for free in space. It’s a near-perfect vacuum—no air, no dust.

The Moon could become the Silicon Valley of space. Imagine chipmakers setting up shop next to where Neil Armstrong planted the American flag.

I expect space stocks to generate a lot of hype, and it’s barely started.

• We’re just two years away from putting men back on the Moon after half a century.

Artemis III, scheduled for 2027, will be the first crewed lunar landing since Apollo 17 in 1972.

Americans are going back to the Moon in two years!

Had you heard about this yet? Neither have most people. Imagine the hype and enthusiasm ramping up as the story gets out there.

Now imagine what that can do to the prices of space stocks… a few which are already quietly building great businesses.

And that’s just the beginning.

By 2028, a permanent space station will be orbiting the Moon. And by 2033, we’ll have the first lunar base.

The easiest way to profit from the space boom is with the Procure Space ETF (UFO), which holds a basket of space stocks. It’s surged over 60% in the last eight months.

But to make the most of this opportunity, you must invest in the best individual names. This is an early-stage industry. Many stocks that are here today won’t be there tomorrow. You want to avoid the Blackberrys of space and own the Apples.

My partner Chris Wood and I just did a deep dive on space stocks.

We share our top pick in our brand-new advisory, Disruption_X. It’s a small $1.5 billion market cap company you’ve probably never heard of. It’s less than 1/200th the size of SpaceX. But it provides the fundamental building blocks for today’s commercial space missions.

To see if this service is right for you, click here. You’ll get access to all the initial research, including the very first issue—which also features an artificial intelligence pick.

Stephen McBride
Chief Analyst, RiskHedge