The Campaign’s Full Menu

Robert Kiyosaki’s space-economy campaign, written by analyst Garrett Baldwin, bundles three reports into one promotion: “The All-Seeing Eye,” “Fuel the Race,” and “All of the Above.” Together they name a satellite-imagery company, an industrial gas supplier, and a single fund meant to capture the whole sector. Here is what each pick actually is and what it offers.

Planet Labs (PL) is the satellite-imagery company behind the “All-Seeing Eye” tease. It operates 200-plus satellites that photograph the planet daily and counts the NRO, NGA, and several foreign militaries as customers. It grows 20 to 30 percent a year but trades at roughly 18 times forward revenue while still running near break-even.

Linde (LIN) is the likely “Fuel the Race” pick, the industrial gas giant that supplies liquid oxygen and hydrogen to launch pads. It is a superb diversified business, but space is a rounding error on a company with more than $35 billion in annual revenue. Air Products (APD) is the alternate candidate, with the bigger legacy NASA footprint and a 2.3 percent dividend.

The Tema Space Innovators ETF (NASA) is the “All of the Above” pick, a fund that holds the public space sector including a large SpaceX position. It is the sensible way to own the theme without betting on a single rocket.

The Logic Behind the List

The campaign’s central idea is genuinely useful: you do not have to pick whether SpaceX, Blue Origin, or Rocket Lab wins. You can own the companies that get paid no matter who launches. That is the “pick and shovel” approach applied to orbit, and it is the reason the list spans imagery, propellant, and a diversified fund rather than a single headline stock.

That said, the individual picks vary in quality. Planet Labs is the only one where space is the entire story, but it is a growth story without a profit story yet. Linde and Air Products are excellent companies whose space exposure is immaterial. The ETF is a reasonable basket, but it is now heavily concentrated in SpaceX, which cuts against the diversification pitch.

How to Think About the Picks

We broke down the individual reports in our Launch Cheat Code teardown and the sector context in the INI XPanse space-stocks explainer. For Rocket Lab’s place in the launch story, see our Rocket Lab Nasdaq piece.

The honest summary: this is a well-framed campaign that names real companies. The gap is between the framing and the underlying economics, and that gap is biggest for the industrial gas picks. If you want space exposure, the ETF and a clear-eyed look at Planet Labs are the places to start, not the “inevitable” fuel supplier.

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