We all want to find the next big thing. Looking back we are always full of regrets in the investment world. If only we invested in that company we’d be Millionaires. It’s easy to get caught up in what-ifs and it can often hinder us from finding other opportunities.
If you invested $10k into Apple stock into the 80s, you’d be looking at 6 Million Dollars. $10k into Microsoft would be over 20 Million dollars. It’s easy miss out on these 1000+x opportunities, but it doesn’t mean we need to stop there.
We need to stop living in the past, frustrated with missing out on some of the biggest opportunities. Let’s instead look to the future and see what the next 1000x investment will be. Now I am no expert in the stock market and don’t even dare try to convince you otherwise. This is only based on my own opinions and don’t forget to do your own research. This will be my own money being invested, so plan and investigate where all your money will go into.
Technology has been carrying us into some big gains, from Apple to Tesla, we rely on the innovation of these companies for the best gains and opportunities. But what’s next? There are several categories we could explore, from 5G to 3D printing. Biotech is a huge category that could see massive gains, but there is still quite a bit of research to be done. I am invested in all these categories and still remain bullish, but nothing gets me more excited than Space.
The Next Innovation
In the 60s, we had the space war. The US was rushing to beat the world to the Moon. NASA was created and propelled us to the Moon, literally. We explored our own galaxy, taking pictures of various planets and getting to know just a small fraction of what’s out there. But then we stopped.
Technological advancements propelled our society in our day-to-day lives. Going to Space wasn’t a big deal anymore and any new discoveries weren’t covered as much as they used to be.
But now it seems to be coming back in popularity. Virgin Galactic was founded in 2004 in the hopes of sending everyday people to Space. The cost was enormous at $250k a person, but It was a step in the right direction. They are still moving towards a more accessible passage to Space with a slow growth over time.
Recent news announced Jeff Bezos was stepping down as CEO of Amazon. Where is he going? He wanted to move on to other opportunities. This includes his Space company, Blue Origin, an aerospace company focused on propelling our interests to Space. He is mainly competing with Elon Musk, starting the next war on Space.
Not a war with violence, but a war to see who can advance further. Jeff Bezos seems to be focused on providing more of a space tourism service, mainly competing with Virgin Galactic. Elon Musk has 2 companies that are now geared towards Space. With Tesla, it seems like everything he touches turns to gold, so when he announced a new endeavor, we listen.
With SpaceX, Elon has sent people to Space. He has found success in this privately funded company, but hopes to send his new company public in the near future. That is Starlink. This company will be providing internet access to the world at up to 300Pbps. It will consist of thousands of mass-produced satellites in low orbit. But we won’t see this company go public until the company starts to see some profitability.
Even popular investor, Cathie Wood of Ark Investments sees Space as the next big thing. She announced she is starting a new ETF geared towards Space Exploration. No stocks have officially been announced just yet, but there is no doubt this is where the money is going. All you need to do is follow it.
My Bet On The Future
So where do we look next? There are companies like Iridium supplying the materials needed to go to Space. SpaceX utilizes companies like this for their launches. I’m invested in this company, but we should look a little closer.
There are 2 companies I’m very excited about. The first is Gilat, an Israeli company whose modems enable satellite-based 5G connectivity. It’s a satellite technology specialist, providing the technology necessary for developments in autonomous cars, robotics and other advancements.
They have seen some decline over the years, especially with everything coming to a halt last year due to the Pandemic, but I remain bullish on this endeavor. They have a huge backlog of work, indicating their demand is still there. They have cut their costs and opened up new focus on their 5G work. It also doesn’t hurt there are rumors they will be included in ARK investments new Space ETF.
The 2nd one, which is the one I’m most excited about is Astra. This is a satellite launch company enabling everyday businesses to have their own satellite to enhance their operations. They are bringing the cost of rocket launches down significantly. It will be launching rockets for essentially anyone who wants one.
It opens new opportunities for various companies that rely on tracking, operations and anything in between. They have both private and government contracts and a significant backlog of launches in their pocket.
In my opinion, this is the next big thing. Internet is moving from the ground up into Space. Not that dish cable, but real highly-efficient satellite service opening up new opportunities in 5G or even 6G capabilities.
Astra is set to be merging with SPAC company, Holicity (HOL) potentially by the 2nd Quarter. This is the biggest stake in my Innovation Portfolio I created, at around 12%.
Final Thoughts
We are constantly evolving as a race and want to always find the next big thing. It seems like all the money has been pouring into various advancements, from biotech (Crispr) to 5G companies. But the one I’m most optimistic about would be Aerospace opportunities.
ARK investments announced their new dive into the category and Elon Musk and Jeff Bezos have entered the Space game as well. There is massive money here and it will only continue to grow in the future. I’m betting on this investment and see huge gains in the next 5-10 years.
