Last Thursday, President Donald Trump signed the “Ensuring American Space Superiority” executive order aimed at cementing U.S. dominance in the final frontier.
- SIDU stock is soaring. See the chart and price action here.
The order shifts the U.S. space economy from a government-led model to a commercially-driven powerhouse, setting aggressive deadlines that have sent space sector stocks “to the moon.”
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Trump's Moon Shot Mandate
The executive order establishes three non-negotiable pillars:
- Return to the Moon by 2028: Accelerating the Artemis timeline.
- Permanent Lunar Outpost by 2030: Moving beyond “flags and footprints” to a sustained presence, including space-based nuclear reactors.
- The $50 Billion Target: A goal to attract $50 billion in new private investment by 2028 through streamlined procurement and “as-a-service” contract models.
Space Stocks to the Moon
The directive explicitly prioritizes commercial solutions over traditional “cost-plus” government contracts, directly benefiting several publicly-traded, private space companies.
Trump's executive order retires the ISS in 2030 and mandates commercial replacements, basically guaranteeing a multi-decade revenue runway for space companies.
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