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10x What Matters · May 27, 2026

Our 10x Research Space Basket +35% Since April. We map the Full Ecosystem.

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10x Research · 10x What Matters

This report is part of our cross-asset “What Matters” publication, a new, differentiated product available via a separate subscription. To access the full analysis, please upgrade below or contact us at info@10xresearch.com with any questions.

Our 10x Research Space Basket +35% Since April. We map the Full Ecosystem.

This is our 7th report about the opportunity in the space economy sector and as the SpaceX IPO narrative is gaining momentum, and so is our basket. Since we launched the 10x Research Space Index on April 3, 2026 (see report), it is up 35%. The correlation between SpaceX and our basket is not a coincidence: our regression analysis shows an R² of 0.87, making it one of the cleanest ways to express the trade in a listed vehicle.

Last week, we added the SpaceX supplier bucket. That group is up approximately 30% in a single week. This week, we are adding a few more stocks.

The attached report maps the complete space ecosystem across nine categories, from pure-play operators and satellite connectivity names through to SpaceX suppliers, raw materials, specialty alloys, and electronics. This is the full value chain, not just the headline beta plays. A SpaceX IPO re-rates the entire stack.

Please find the attached pdf for a complete overview

Stock performance of our 10x Research Space Basket (here)

Read the original on 10xwhatmatters.substack.com

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