Rbtree,: In my estimation, you are spot on. I'm very long on aerospace right now because these are the quiet, but active days before the Earth/Moon/Mars infrastructure gets built. From here on out it is not going to be just the military in space anymore..
At least half a dozen publicly owned enterprises are negotiating their respective seats at the table....and at least as many private ones as well .
Space is, from now on, always going to have people in it and you can bet your bottom dollar the infrastructure is just going grow for the foreseeable future. Get your tickets now and plan on dying with those shares in your enviable estate portfolio.
Best of luck to all. LUNR, though young is setting itself up to be one of the key players.
THV
Bullish