The Index
400 dossiers · 1 need attention
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.
Space
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.
Space
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.