Executive Summary
Blue Origin's New Glenn rocket success and early 2026 cargo mission timeline signal a fundamental shift in the commercial space landscape that extends far beyond the Bezos-Musk rivalry. Under Amazon veteran Dave Limp's leadership, Blue Origin has abandoned its 'tortoise' mentality for aggressive execution, creating the first credible alternative to SpaceX's monopolistic grip on heavy-lift capabilities. The company's lunar resource extraction technology—converting moon dust into usable materials—...
Key Investment Opportunity
Aerospace Defense Contractors: The Switzerland Play in the New Space Race
Rather than betting on individual space companies, the superior risk-adjusted opportunity lies in established aerospace contractors who supply both Blue Origin and SpaceX. The dual NASA contracts guarantee sustained demand through 2028, while competition accelerates innovation cycles and component r...
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