Already said year 2026 is a year of individual stocks rising rather than the rise of the whole market. Faster than any pen can tell, NASDAQ and S&P had been going horizontally since October till now, but military stocks rocketed up sharply facing the crisis in Iran and Venezuela. Co-incidentally, they are also space program stocks. This year, space stocks also becoming hot because of the IPO of SpaceX, but the IPO will not come out until second half of this year. So why do space program stocks suddenly rocket up?
Artemis II program is confirmed to shoot up at 02:41 of February 7 (Sat) UTC (February 6, 21:41 EST). So, what is the difference between UTC and GMT? UTC is the average of a number of atomic clocks introduced in 1960, a successor to the GMT time zones, but with precise timing and will have a leap second each year since 1972. It has no daylight-saving time and is widely used in military, space industry and civil purposes.
The Apollo 11-17 Moon Landing project existed from 1969 to 1972 with 6 successful landings, only Apollo 13 is cancelled on half way due to oxygen tank explosion. It has been more than half a century ago, most engineers and astronauts had gone to heaven. Therefore, everything has to started from the beginning in order to gain experience. Artemis I program is an unmanned program of orbiting round the moon and had been successfully done. Artemis II is scheduled to launch out between Feb and April of 2026. Now NASA just confirmed the launching day as above with a crew of 4 members, the largest ever.
Mind that Artemis means the goddess of the Moon, the ultimate target is not on the Moon but aiming at Mars. But they use the Moon as stepping stone to Mars, and let everyone concerned familiar with space industry through the Moon so as to get a smooth Mars Landing. Apollo is the god of sun but not a program of exploration of the sun, its target is at the Moon. Mercury Project is not the exploration of Mercury, but the first human systematic project to explore outer space beyond the earth. For further elaboration of space industry please refer to The Express of 20250529, 20250703, 20250707, 20251118, 20251215, 20251216, 20251217, 20251218, 20251219, 20251222, 20251223, 20251224, 20251226, 20251229, 20251230, 20251231, 20260102, 20260103, 20260105, 20260106 and 20260107.
For Mars Landing related stocks, summing up core holdings which should occupy 40%-50% are LMT, NOC, RTX and BA. Growth stocks which should occupy 25%-30% are RKLB, LUNR, RDW and ASTS. Adjacent stocks which should occupy 15% are ARKX, PLTR, UFO, LSCC, PLUG, NVDA, TSLA, TSM, SATS, DXYZ, and ARKQ.
Mind that for NVDA, TSLA, PLTR and TSM should considered investing in blue chips with an additional function of Mars, main purpose is not on Mars. For ARK series, ARKX probably is the fastest growing one. For DXYZ, when the target is aiming at tech stocks can invest more or up to 15%, but if aiming at SpaceX only should be 5%. For ARKQ, should aim at investing in robot with an additional function of Mars, for they will send robot to Mars first before sending human being instead of sending animal in the Project Mercury. After that may have limited number of robots send to Mars so be sure to know your purpose so as to fix the ratio.
How long should we hold these stocks? Please refer to the Artemis Project I to X on page 7 and see what your target is. Mind that this time is not as the Apollo Project just lasted a few years and gave up because of no competition. Both US and China have already fixed a plan of 10 to 20 years of development on Mars. The target of Elon Musk is to development a city up to 1 million population on Mars. For the whole year of 2025, I urged numerous times be sure to buy Mars related stocks before it is too late. Now, it is really too late, but for those that wish to catch the last train, still have some chances in 2026 and just see who can grasp it. Now the problem turned to how long can you hold them?