As far as I can tell, that's the reason. And that's why I've built a position in $GUER:
https://www.guerrilla-rf.com/satcom Not that I know they have a contract with SpaceX but they probably supply components to the companies that do. Sales have been accelerating so we'll see if that can continue and maybe turn them profitable.
May have sold the $CPSH position too soon seeing waht it did after the market closed, but its a long 3 day weekend and anything can happen tuesday.
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