SpaceX’s Secret Partners: 3 Stocks Set to Soar 1,500%

Editor’s Note: This report was originally published before SpaceX’s IPO on June 12, 2026. Our team has made updates since then to ensure the information is as up to date as possible. The version below was updated in August 2026.

SpaceX (Nasdaq: SPCX) went public on June 12, 2026, in the largest IPO in history.

The company was already valued at an astounding $1.25 trillion following its merger with xAI.

And when it officially debuted on the Nasdaq, it raised roughly $85 billion in total capital, more than double the previous record, which was set by Saudi Aramco in 2019. That pushed its market cap above $2 trillion and made it larger than Walmart, JPMorgan, Visa, Eli Lilly, and even Warren Buffett’s Berkshire Hathaway…

Investors who didn’t buy in on opening day or – even better – pre-IPO may assume they’ve missed the opportunity.

But in reality, the window may still be wide open.

Because the opportunity surrounding SpaceX isn’t limited to a single trading day.

The company sits at the center of several massive long-term trends.

Satellite internet…

Artificial intelligence infrastructure…

Space-based communications…

And potentially even orbital data centers.

So while June 12 was a powerful catalyst…

The broader SpaceX ecosystem may still be in the very early innings of growth.

Why?

Because smaller companies will benefit from SpaceX’s success.

I’m talking about the suppliers, partners – any company Elon Musk depends on to make his vision real.

And the thing is, these smaller stocks often deliver even bigger gains than the giant at the center.

Take Nvidia, for example.

Today it’s the king of AI and the hottest stock on the planet. But that wasn’t always the case.

Most people didn’t even know the company existed 10 years ago.

But then Tesla announced that every single vehicle would ship with Nvidia’s Drive PX2 computer to power Autopilot.

Once Nvidia was on everyone’s radar, the stock exploded for gains of more than 27,000%.

And all it did was supply the brains behind Tesla’s cars.

A similar thing happened with Plug Power.

It was a tiny company most people had never heard of… until Amazon turned to Plug Power to deliver fuel cells for its warehouse forklifts.

Within four years of that announcement, Plug Power exploded as high as 3,000%.

And look what happened with Meta Platforms when it needed servers for its AI data centers… Super Micro Computer – a little-known company at the time, with a $2 billion market cap – stepped in.

Within two years, the stock had rocketed 2,577%.

It happens time and time again.

When huge companies blast higher, smaller companies within their orbit can see even more extreme results.

And that’s exactly why I believe investors still have time to act: Many of the companies quietly powering SpaceX’s growth story remain largely underfollowed today.

I’ve identified three companies I expect will see massive gains now that SpaceX is public – each with the potential to jump 1,500% or more.

They all have ties to SpaceX’s biggest moneymaking segment: Starlink.

Orbiting Around SpaceX’s Revenue Juggernaut

Starlink is a system of low-flying geosynced satellites providing data and internet access around the globe.

Remember what a big deal America Online was in the ’90s?

Think of Starlink as “The World Online.”

While many countries use cabling and fiber optic to provide internet access, Starlink sends data from space to any spot on Earth.

That’s a huge advantage over using cables. It means true internet everywhere. Even the middle of the desert.

And Starlink is paying off big-time.

In 2025, Starlink produced around $11 billion in revenue for SpaceX. And that’s expected to go higher in 2026 – reaching $18.4 billion.

That’s a growth rate of over 50%.

And the growth is set to continue, especially since SpaceX has ambitions of becoming the world’s biggest internet provider and streaming data directly to everyone’s smartphones.

The thing is, while Starlink continues to expand, the companies tied to the success of the satellite network are bound to ramp higher as well.

That’s why I call them SpaceX’s “Secret Partners.”

Let’s break each of them down now…

Secret Partner #1: The Chipmaker

First on our list is STMicroelectronics (NYSE: STM), the Dutch company that supplies SpaceX with semiconductors and antennas for the Starlink satellite network.

STMicro and SpaceX have been working together now for just over a decade, so STMicro’s chips have become the backbone of SpaceX’s Starlink project.

Without STMicro’s chips, there is no Starlink.

As of late 2025, STMicro has shipped over 5 billion semiconductors for SpaceX’s Starlink system.

But that is just the beginning…

By 2027, STMicro executives expect SpaceX to double its order of chips. And with Starlink looking to improve its technology to direct-to-cell communications, it will mean more revenue for STMicro.

Direct-to-cell communication is the holy grail of satellite-based data and communications. Right now, Starlink requires a “Dishy” unit on your roof in order to communicate with its satellites.

The full name of the unit is actually “Dishy McFlatface” in what can be typical Musk humor. They’re known as “Dishys” for short.

But the real goal is for your phone to hook up directly to the satellite with no additional unit necessary.

And STMicro is working with SpaceX to make this a reality by miniaturizing the radio-frequency (RF) technology found in the larger units… along with installing inter-satellite laser links so the technology works directly with your phone as you move around.

So as SpaceX grows, expect STMicro to grow even more.

Just in the last 12 months, its stock price has gone up more than 110%.

And while semiconductor competitors Nvidia, Broadcom, and Micron have market caps ranging from about $1 trillion to $5 trillion, STMicro is only around $50 billion.

That means STMicro’s stock price could increase 1,000% and still be smaller than all three.

That’s a lot of room to run.

Add in that STMicro recently did a huge deal with Amazon Web Services to provide energy-efficient chips for its new data centers, and you can see why we are bullish on this company.

Recommendation: Buy STMicroelectronics (NYSE: STM) at market. While this should be considered a long-term position, some Members may prefer to use a 25% trailing stop to protect their principal and profits.

Secret Partner #2: The Competitor’s Advantage

AST SpaceMobile (Nasdaq: ASTS) could also win big now that SpaceX is public. 

That might sound strange, since AST is building Starlink’s most direct rival – a network that connects ordinary smartphones straight from orbit. As I mentioned above, Starlink still needs a Dishy on a roof to work. AST’s whole pitch is that you’ll never need one. 

AST is building the world’s first space-based cellular network that connects directly to ordinary, unmodified smartphones – no special app, no extra equipment, nothing to install. Each of its BlueBird satellites acts as a cell tower in orbit. 

But here’s the twist. AST SpaceMobile and SpaceX are rivals in the sky – but partners on the launch pad. 

AST needs rockets to get its BlueBird satellites into orbit, and it has used three different providers in recent launches: SpaceX’s Falcon 9, Blue Origin’s New Glenn, and even India’s LVM3, which carried BlueBird 6 into orbit in December 2025.  

The thing is, an explosion damaged Blue Origin’s Cape Canaveral launch site in May, and New Glenn hasn’t flown since. 

As a result, AST has turned to its fiercest rival for the bulk of its 2026 launch schedule – paying SpaceX roughly $74 million per launch to fly three more BlueBird satellites aboard a Falcon 9 in August.  

Yes, SpaceX is getting paid to help build the network trying to steal its own customers! 

So why do I think AST will win big? It comes down to AT&T and Verizon – the two largest U.S. wireless carriers besides T-Mobile.  

The companies have both signed on with AST SpaceMobile. (T-Mobile is SpaceX’s anchor U.S. partner.) That means the largest share of American cellphone customers can get direct-to-cell coverage only through AST, not Starlink. 

And it’s not just U.S. carriers. AST has signed deals with more than 50 mobile network operators around the world, giving it a potential reach of roughly 6 billion subscribers. And AST doesn’t have to spend a dime to acquire a single customer directly. The carriers do that work for them. 

AST’s satellites also carry an edge Starlink can’t match yet. Each BlueBird spacecraft unfolds a phased array antenna spanning roughly 2,400 square feet – the largest commercial antenna ever flown in low-Earth orbit. In plain terms: bigger antenna, stronger signal, fewer satellites needed to cover the same ground. 

The company is racing to build out its constellation. AST is targeting 45 or more BlueBird satellites in orbit by early 2027, backed by a contracted revenue backlog of roughly $1.3 billion – deals already signed, waiting to be fulfilled. Full-year 2026 revenue guidance stands at $150 million to $200 million, with meaningful commercial service expected to ramp in 2027. 

Now, AST SpaceMobile isn’t profitable. Second quarter revenue came in at $31.5 million, below what Wall Street expected, and the loss widened. 

But the company isn’t out of runway. AST closed the quarter with more than $3.7 billion in cash. That gives it years to finish building its network before it needs to raise money again on unfavorable terms. 

Bottom line: SpaceX needs AST’s launch fees today. And AST needs SpaceX’s rockets to build the network that will someday compete directly with Starlink. That’s an unusual kind of partnership – but it’s a profitable one for AST SpaceMobile in the meantime, regardless of who wins the bigger fight down the road. 

Recommendation: Buy AST SpaceMobile (Nasdaq: ASTS) at market. While this should be considered a long-term position, some Members may prefer to use a 25% trailing stop to protect their principal and profits. 

Secret Partner #3: The Moon’s Ground Crew

Most investors focus on what SpaceX does in the sky. The rockets. The satellites. The launches. But there’s a company that’s quietly become essential to what happens when those rockets arrive at their destination.

Intuitive Machines (Nasdaq: LUNR) is building the roads, relay towers, and communications network of the lunar economy. If SpaceX is the shipping company, Intuitive Machines is the port authority.

And the two are directly connected.

Intuitive Machines has SpaceX under contract to launch its next missions to the moon – IM-3, expected in late 2026, and IM-4 in 2027. Every time Intuitive Machines launches, it rides SpaceX to get there.

If that strategic partnership continues, it means that Intuitive Machines should continue to grow stronger as SpaceX continues on its upward trajectory.

Now, here’s what makes Intuitive Machines unique.

NASA awarded it the Near Space Network Services contract – NSNS for short. Think of it as the cell tower network of the moon.

Without it, future astronauts, rovers, and commercial operators have no reliable way to communicate from the lunar surface back to Earth. Intuitive Machines is the company building it.

That contract is driving real revenue. In 2024, Intuitive Machines brought in $228 million – nearly triple what it made in 2023.

And that’s not all it’s got in the pipeline…

In early 2026, Intuitive Machines completed its $800 million acquisition of Lanteris Space Systems (formerly Maxar Space Systems), a proven spacecraft manufacturer with decades of national security contracts behind it. As of the end of its second quarter, total backlog stood at roughly $1.8 billion.

That backlog number matters. It tells you what’s already been won and is waiting to be earned. It’s one of the best forward-looking signals a company like this can show you.

Now, it’s worth mentioning that Intuitive Machines isn’t profitable yet. It’s an early-stage space company, so that shouldn’t be too surprising. The company reported a net loss of $83.3 million in 2025. Free cash flow is still negative too.

But here’s what gives me confidence…

The losses are shrinking. Revenue is growing fast, with Intuitive Machines delivering a record $206 million in the second quarter of 2026. And the customer base – NASA, the Department of War – is about as stable as it gets.

But Wall Street is underestimating how durable this company’s position really is.

Benjamin Franklin had a saying I keep coming back to: “An investment in knowledge pays the best interest.”

Intuitive Machines has spent years building deep knowledge – of lunar navigation, of communications architecture, of how to actually land on the moon.

That knowledge is hard to replicate. And as SpaceX’s ecosystem grows, it becomes more valuable every year.

Recommendation: Buy Intuitive Machines (Nasdaq: LUNR) at market. While this should be considered a long-term position, some Members may prefer to use a 25% trailing stop to protect their principal and profits.

Follow the Money

So follow the money and let’s turn it into profits.

Because Wall Street’s attention is only beginning to shift toward the companies orbiting SpaceX’s expanding empire.

And history shows that some of the biggest winners often come from the smaller companies helping make the vision possible.

Investors who position themselves now may still have an opportunity to benefit from one of the most important technological rollouts of the next decade.