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As SpaceX Moves Toward a Record-Setting IPO, The Non-SpaceX Space Infrastructure Stack Is Being Repriced -- And One MACH 2+ Air-Launch Operator Is Quietly Stacking Partnerships
ASTS· AST SpaceMobile Inc.FJET· Starfighters Space Inc.KTOS· Kratos Defense & Security Solutions Inc.LUNR· Intuitive Machines Inc.RDW· Redwire Corporation
Consumer DiscretionaryIndustrials
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