$Aspen Aerogels (ASPN.US)$ ASPN - Aspeb Aerogel. Like 98% ow...

$Aspen Aerogels(ASPN.US)$ ASPN - Aspeb Aerogel. Like 98% owned by institutions and insiders. Explosive growth this year. They are primed to exploded with the EV sector since they are making thermal barriers on batteries. Also is a play on the grid updates and green buildings. They are opening a second factory soon.

$Rocket Lab(RKLB.US)$ RKLB - Rocketlab. They hands down have the moat for small satellite launches. I think the most profitable sector will be the small satellite industry. Boeing and others already announced they want to launch their own small constellations.

Rocketlab also owns their own launch space, which means they can custom tailor launches for companies. They just successfully launched two satellites for black sky. Also, their rockets are reusable.

They have some announcement coming up on the 2nd talking about their bigger rocket, neutron. It’s should be ready by 2024. It’s reusable and the closest thing to Falcon 9 from SpaceX.