The Index
400 dossiers
A research screener for every company we cover. Search a name or ticker, then sort and triage dossiers by coverage freshness, our conviction and trading relevance.
space7 names· avg TR 1 | ||||||||
| A real #2 to SpaceX with anchor demand and a flight-proven heavy lifter — but a single-pad, single-stage company that just lost its only launch site and its only customer's confidence in the same month, forced into its first outside raise at the exact moment SpaceX vacuums up the capital. | — | 1 | ||||||
| A real lunar/launch franchise wrapped in a serial-failure rocket, a money-furnace P&L, and a ~32x-sales price — the Golden Dome/SciTec defense pivot is the only thing that justifies the multiple, and Eclipse first-flight is the binary that settles it. | — | 1 | ||||||
| "The 'Maxar' instrument has dissolved — Lanteris (the satellite-builder) was sold to Intuitive Machines (LUNR) in Jan 2026, leaving the private residual = Vantor, an Advent carve-out repricing 30 cm imagery as defense-software ahead of a ~$14.5B exit. WATCHING the Vantor IPO/strategic-exit; the only tradeable Maxar today is LUNR's space-systems half." | — | 1 | ||||||
| No longer a rocket startup — an Eric Schmidt-controlled option on Terran R becoming the launch arm of an orbital-AI-datacenter thesis, gated entirely on an unflown late-2026 maiden flight and carrying a stale $4.2B (2021) mark that almost certainly no longer holds. | — | 1 | ||||||
| A genuinely great company and a genuinely terrible price — the only Western full-stack launch+satellite pure-play, compounding at ~50%, but trading at ~64x EV/sales with the entire Neutron thesis still un-flown. Own the business, fade the multiple. | — | 1 | ||||||
| A genuine launch-and-connectivity monopoly wrapped inside an unprofitable $2T+ aspiration stock — Starlink is the real business, but at ~110x sales the market is paying for Mars, orbital AI data centers, and a $60B Cursor bet that aren't earnings yet. | — | 1 | ||||||
| The only credible bet on FULL (both-stages) reuse besides SpaceX — a metallurgy/physics moat the others ducked — but it is a single-vehicle, zero-revenue, zero-flights company whose entire value is gated on one un-flown second stage surviving reentry; WATCHING, not investable, until Nova reaches orbit and the upper stage comes home intact. | — | 1 | ||||||