You’re registered for the “Space GPT” briefing — Wednesday, June 24 at 9:30 AM ET.
Space GPT
Before Andy and Brian go live, be sure to download your exclusive event primer & research report — featuring a specialized brief on a core Space Race portfolio holding…
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Economists were using the term “GPT” almost thirty years before ChatGPT borrowed the letters. In 1995, two economists — Timothy Bresnahan and Manuel Trajtenberg — published a paper asking why a handful of inventions, and only a handful, seem to act as “engines of growth” for everything around them.
They gave that rare breed a name: the General-Purpose Technology.
And here’s the part that might surprise you: Space has already produced one. It’s sitting in your pocket right now. GPS (Global Positioning System) started as a constellation of US military satellites — and once its signal was opened to the public, it quietly made possible ridesharing, food delivery, precision farming, modern logistics, and the little blue dot we’d all be lost without.
By one federal study, that single space-based technology has generated on the order of US$1.4 trillion in economic benefits for American companies. And yet nobody priced DoorDash into a satellite launch.
That’s the whole point of what we have to share with you.
Now ask yourself: If one free signal from orbit could do all that… what happens when the cost of reaching orbit itself collapses by 90%-plus — and keeps falling?
That’s the investment case longtime Fools, Andy Cross and Brian Richards will make for you on June 24: Reusable rocketry (another “GPS”) isn’t just a space story. It’s the next engine-of-growth story — and the companies quietly supplying that engine are still hiding in plain sight…
Six of the stocks Andy & Brian will introduce you to during your exclusive event: Space GPT — T Minus 3… 2… 1…
The planet’s sharpest pair of eyes
Imagine subscribing to a live feed of any spot on Earth — a port, a pipeline, a border — refreshed several times a day, in detail fine enough to count vehicles, with AI reading the images for you. Defense ministries are doing exactly that. And one customer liked its trial run so much it scaled its contract roughly 50-fold within a few months of first using this companies services.
The quiet company inside every launch
Open up nearly any spacecraft, satellite, or launch vehicle flying today and somewhere inside you’ll find this company’s precision-engineered components. NASA, Boeing, Lockheed, Raytheon — they all buy from this company. It doesn’t need to guess which mission succeeds; it collects on all of them. To the tune of hundreds of millions of dollars a year in aerospace and defense sales.
The company trying to delete “no signal” from the dictionary
One business is building a cell network where the towers orbit the planet — designed to reach the ordinary phone already in your hand, no special hardware required. It has US regulatory clearance, carrier partnerships covering billions of subscribers, and satellites going up this very month. Andy will tell you why this dynamo could have the highest upside of the bunch!
The chipmaker that builds for the worst place in the universe
Orbit is a brutal neighborhood for electronics — relentless radiation that scrambles an off-the-shelf processor. A very short list of companies on Earth can make chips that shrug it off, and this business could be the best of the bunch. It just turned in a massive profit and to reward shareholders, returned a meaningful dividend. And the market is barely paying attention!
The material physics won’t let you replace
Somewhere on the periodic table sits an element that’s feather-light, incredibly stiff, and indifferent to the temperature whiplash of space — and this company leads the world in producing it. There is no cheaper plan B; the laws of physics didn’t write one. A major defense contractor recently signed a landmark contract with this company. Customers don’t do that for replaceable suppliers!
The steering wheel of the satellite age
There’s no roadside assistance at 17,500 miles per hour. Every satellite ever launched needs propulsion to reach its orbit, hold its lane, and exit gracefully — and the leader in satellite propulsion is an industrial giant most American investors have never seriously looked at. It’s profitable, it’s expanding production this year, and it gets paid on essentially everything that flies.
Two steps, and you’re mission-ready!
Grab the free “Space GPT” guide, set your calendar reminder, and we’ll see you Wednesday, June 24 — when the countdown ends and the names come out.
Returns and data as of June 10, 2026 unless otherwise noted.