Space, Satellite & Telecommunications

Launch and satellite constellations, direct-to-device connectivity, space-industry companies and IPOs, telecom networks, fiber, 5G/6G and connectivity infrastructure.

Meta's Connectivity Option: Strategic Asset or Capital Trap?

Weighing the distribution upside against execution risk, Starlink dominance, and absent commercial terms

By KAPUALabs

/ 16 Aug 2026

The Suppliers Set to Win or Lose the Data-Center Race

Bull case on optical, power, and cooling demand meets bear risks of input volatility, capex cycles, and supply-chain disruption

By KAPUALabs

/ 16 Aug 2026

The $100 Billion Bet: SpaceX's AI Infrastructure Ambition

Bull case rests on revenue acceleration and vertical moat; bear case weighs $28B capex against widening AI operating losses

By KAPUALabs

/ 15 Aug 2026

When Growth Outruns Cash Flow: SpaceX Tests Market Patience for Infrastructure Plays

The satellite operator's post-IPO struggle mirrors a broader reckoning for capital-intensive disruptors

By KAPUALabs

/ 15 Aug 2026

The New Railroads of Orbit: Space Consolidation and the AI Infrastructure Power Shift

Rocket Lab, SpaceX, and the battle for orbital control are reshaping the physical layer of global compute—and the winners will dictate margins for decades.

By KAPUALabs

/ 15 Jul 2026

The New Railroads of Orbit: Space Consolidation and the AI Infrastructure Power Shift

Meta vs. SpaceX: A Bull Case for the Rebound After the IPO

Why smart money is positioning for a liquidity spillover into Meta shares post-SpaceX

By KAPUALabs

/ 16 Jun 2026