From: zerohedge
The space industry is heating up amid news of a SpaceX IPO next year and growing interest in low-Earth-orbit data centers. Starcloud is emerging as an early winner, as these developments coincide with President Trump signing an executive order to secure America’s dominance in the space race.
The order outlined several of the Trump administration’s space priorities, including returning humans to the Moon by 2028.

Goldman analysts led by Anthony Valentini provided more color on the EO:
Expand space exploration and the American presence in space by:
Secure and defend American vital national and economic security interests in, from, and to space by:
Accelerating acquisition reform, integrating commercial space capabilities, and enabling new market entrants
Grow the commercial space economy by:
“Superiority in space is a measure of national vision and willpower, and the technologies Americans develop to achieve it contribute substantially to the Nation’s strength, security, and prosperity,” EO states. “The United States must therefore pursue a space policy that will extend the reach of human discovery, secure the Nation’s vital economic and security interests, unleash commercial development, and lay the foundation for a new space age.”
Many of the civil space provisions in the EO focus less on goals and more on how to achieve them. It directs NASA to develop a plan in three months to execute the objectives in the order, “including plans for mitigating any technology, supply chain, or industrial capacity gaps relevant to achieving those goals within available funding.”
Valentini explained to clients how to profit from the space boom:
JARED ISAACMAN: THE MOON IS JUST THE START Newly confirmed NASA Administrator Jared Isaacman spoke just after Trump signed a sweeping new National Space Policy Executive Order, calling it the most significant space directive since the Kennedy era. The order lays out an… pic.twitter.com/pfQI2qzfof
— Mario Nawfal (@MarioNawfal) December 18, 2025
Blast off.
Yes
— Elon Musk (@elonmusk) December 19, 2025
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