RocketMan
Space Investor, Rocket Lab Focus
Ascent Solar no longer earns attention because its CEO keeps building up NDAs and deals on small podcasts and nothing ever materializes. The stock mostly trades with the space basket, so AST SpaceMobile already provides enough space exposure. x.com
Ascent Solar could find the market its technology was built for, because space AI needs power. Spun off from Martin Marietta with $500MM of paid-in capital, its tech was aimed at a market that never arrived, much like Aehr's early history. The addressable market is very unclear, and its governance record warrants small sizing; its CEO is an M&A banker, so the plan seems straightforward. x.com