Sep 3, 2026
Aerospace Defense Stocks: What You Need to Know
Aerospace defense stocks sit where launch, satellites, and missiles overlap. Here is how the Galactic Supply Chain names map to that sector.
Publisher
The Crow's Nest
Promos from The Crow's Nest, vetted by NewsletterVetter.
Known editors: Various
Vets published: 37
Sep 3, 2026
Axiom Space Stock: What Investors Need to Know
Axiom Space is a private space station company often searched as a stock. Here is why it has no public ticker and how Voyager's Starlab compares.
Sep 3, 2026
Best Defense Companies: What You Need to Know
The best defense companies blend prime-scale backlog with software. Here is how the Galactic Supply Chain's Kratos fits that standard and what to weigh.
Sep 3, 2026
Best Military Defense Stocks: What You Need to Know
Military defense stocks live on Pentagon contracts and multi-year programs. Here is how Kratos's hypersonic and space wins fit that picture.
Sep 3, 2026
Commercial Space Station: What You Need to Know
Commercial space stations are the post-ISS plan, and Voyager's Starlab is a prime contractor. Here is what that market looks like and its timeline.
Sep 3, 2026
Defense Stocks: What Investors Need to Know
Defense stocks are the backbone of the Galactic Supply Chain pitch. Here is how Jason Simpkins frames the military space boom and which names he points to.
Sep 3, 2026
Golden Dome Missile Defense: What You Need to Know
Golden Dome is the U.S. homeland missile defense shield Voyager works on. Here is what the program is and how it reaches the private market.
Sep 3, 2026
Harris Technologies: What You Need to Know
Harris Technologies usually means L3Harris, the defense electronics giant. Here is how it fits the space and defense picture and whether it is a pick.
Sep 3, 2026
Hypersonic Weapons: What You Need to Know
Hypersonic weapons are a top Pentagon priority, and Kratos won the key test-bed contract. Here is what that program is and why it matters.
Sep 3, 2026
Intuitive Machines Inc: What You Need to Know
Intuitive Machines is a lunar lander company separate from the Galactic Supply Chain picks. Here is what it does and how it fits the broader space story.
Sep 3, 2026
JOBY Aviation Stock: What Investors Need to Know
JOBY is Joby Aviation, the eVTOL name repackaged as the Galactic Supply Chain bonus report. Here is the company, its progress, and how it fits the pitch.
Sep 3, 2026
Kratos Defense Stock: What Investors Need to Know
Kratos Defense (KTOS) is the hypersonic and software-defined ground systems play in the Galactic Supply Chain pitch. Here is the stock and the thesis.
Sep 3, 2026
Missile Defense Agency: What You Need to Know
The Missile Defense Agency writes the contracts behind Golden Dome and interceptor programs. Here is how its work flows to companies like Voyager.
Sep 3, 2026
Missile Defense Stocks: What You Need to Know
Missile defense stocks ride the Golden Dome buildout. Here is how Voyager's contracts fit that theme and what the risks are.
Sep 3, 2026
Next Generation Interceptor: What You Need to Know
The Next Generation Interceptor is a key missile defense program Voyager contributes to. Here is what it is and why it shows up in the pitch.
Sep 3, 2026
RKLB Stock: What Investors Need to Know
RKLB is Rocket Lab, the launch company Jason Simpkins names as the first Galactic Supply Chain pick. Here is what the stock is and how the thesis works.
Sep 3, 2026
Rocket Lab Stock: What Investors Need to Know
Rocket Lab (RKLB) is the small-launch leader in the Galactic Supply Chain pitch. We break down its rockets, backlog, and where the re-rating argument stands.
Sep 3, 2026
Rocket Lab USA Stock: What Investors Need to Know
Rocket Lab USA builds the Electron and Neutron rockets behind Jason Simpkins's space pitch. Here is what investors need to know about the company and the
Sep 3, 2026
Satellite Stocks: What Investors Need to Know
Satellite stocks span imagery, communications, and the ground systems that run them. Here is how Kratos's OpenSpace fits that picture and why it matters.
Sep 3, 2026
Space Defense Stocks: What You Need to Know
Space defense stocks cover missile warning, interceptors, and ground systems. Here is how Voyager's Golden Dome work fits the theme.
Sep 3, 2026
Space Force Budget: What You Need to Know
The U.S. Space Force budget is the quiet driver behind defense space stocks. Here is how that spending flows to companies like Voyager and Kratos.
Sep 3, 2026
Space Stocks: What Investors Need to Know
Space stocks range from launch providers to satellite operators. Here is how Jason Simpkins's Galactic Supply Chain names fit the sector and what to watch.
Sep 3, 2026
Voyager Technologies Stock: What Investors Need to Know
Voyager Technologies (VOYG) is the Starlab and Golden Dome contractor at the center of the Galactic Supply Chain pitch. Here is the stock and the thesis.
Sep 2, 2026
The Crow's Nest 'Galactic Supply Chain' — The Two Space-Defense Stocks Behind the $71 Billion Military Mobilization
Jason Simpkins pitches Voyager Technologies and Kratos Defense as 'Galactic Supply Chain' picks set to re-rate against a $2 trillion SpaceX.
Aug 25, 2026
The Crow's Nest's 'Uber Air' — The Flying Car Stock Behind the 'Elon's Worst Nightmare' Pitch
Jason Simpkins' Crow's Nest promo calls an air-taxi company 'Elon's Worst Nightmare' and projects a $10 stock climbing past $200.
Aug 25, 2026
Air Taxi Stocks: What Investors Need to Know
Air taxi stocks like Joby and Archer are betting on electric vertical takeoff. Here is how the Uber Air pitch frames the opportunity and what is real.
Aug 25, 2026
Archer Aviation Stock: What Investors Need to Know
Archer Aviation (ACHR) is the other big Western eVTOL name behind Joby. Here is how it compares and what the Uber Air pitch gets right.
Aug 25, 2026
eVTOL Stocks: What Investors Need to Know
eVTOL stocks are the flying-taxi sector, led by Joby Aviation. Here is how the Uber Air pitch maps onto the real companies and their math.
Aug 25, 2026
Flying Car Stocks: What Investors Need to Know
Flying car stocks are really eVTOL air-taxi names, and the Uber Air pitch centers on Joby Aviation. Here is the honest read on the sector.
Aug 25, 2026
Is Archer Aviation a Good Stock to Buy: What You Need to Know
Is Archer Aviation a good stock to buy? Here is how ACHR stacks up against Joby on certification, cash, and the air-taxi timeline.
Aug 25, 2026
Jason Simpkins: What You Need to Know
Jason Simpkins is the editor behind The Crow's Nest and the Uber Air pitch. Here is his background and what his research covers.
Aug 25, 2026
Joby Aviation Earnings: What You Need to Know
Joby Aviation earnings are still mostly Blade helicopter revenue, not air taxis. Here is what the numbers show ahead of certification.
Aug 25, 2026
Joby Aviation News: What Investors Need to Know
The latest Joby Aviation news centers on FAA certification and the Uber Air pitch. Here is what the recent developments mean for investors.
Aug 25, 2026
Joby Aviation Stock: What Investors Need to Know
Joby Aviation (JOBY) is the pick behind the Uber Air pitch, down about 26% from its tease price. Here is the full analysis of the stock.
Aug 25, 2026
Joby Stock: What Investors Need to Know
Joby (JOBY) is the strongest eVTOL name in the West, but the Uber Air pitch sells a $200 story. Here is what the math actually supports.
Aug 25, 2026
Joby vs Archer: What Investors Need to Know
Joby vs Archer is the defining rivalry in eVTOL. Here is how the two air-taxi leaders stack up on cash, certification, and partnerships.
Aug 25, 2026
What Is Joby Aviation: What You Need to Know
What is Joby Aviation? It is the eVTOL leader behind the Uber Air pitch, a 17-year-old company with $2.3 billion in cash. Here is the story.