The AI Trade Is Crowded. Space Isn’t.

[sraj]

https://www.europeanbusinessreview.com/the-ai-trade-is-crowded-space-isnt/

The so-called Magnificent Seven – Alphabet, Amazon, Apple, Meta, Microsoft, Nvidia, and Tesla – now comprise 34 per cent of the S&P 500. From 2015 to 2024, these companies delivered a combined return of 697.6 per cent, compared to the S&P’s 178.3 per cent.1   This high concentration highlights the urgent need for diversification, as the market becomes increasingly vulnerable to sector-specific shocks.

...Many associate “space” with astronauts, rocket launches, or billionaire tourism, but the modern space industry extends far beyond these activities. Technologies from space research, such as smartphone cameras, insulation, and memory foam, are already part of daily life. The true value of the space economy lies in addressing global challenges. Satellite networks monitor deforestation and track illegal fishing with unprecedented accuracy, transforming resource management and maritime security. Satellite data also enables early warnings about environmental changes.2  For nations facing severe climate threats, space capability is essential for survival. .....