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SpaceX Is Public. Most Investors Will Miss This Part SpaceX is finally public, and most investors are focused on the obvious story: the rockets, the satellites, the missions to Mars, and the possibility of AI data centers in orbit. But behind every launch is something far less obvious. The supply chain. Rockets are not built from software alone. They require titanium, rare earth elements, lithium, vanadium, and the raw materials that make the entire system possible. And as governments and corporations pour billions into launch systems, defense technologies, AI infrastructure, and satellites, demand for those materials could grow alongside it. That is where one small North American metals company starts to stand out. Instead of betting on a single commodity, it has assembled exposure to multiple materials increasingly tied to aerospace, defense, energy, and the new space economy. SpaceX may be the headline. But the materials behind it could be where the next opportunity begins. |
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