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Greg Pendy
Director of Equity Research at Clear Street covering disruptive technology and space-related companies, discussing publicly traded satellite firms and market trends in 2026.
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Jan 2, 2026
• 14min
Elon Musk Eyes Record IPO for SpaceX as Lesser-Heralded Players Emerge
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Greg Pendy, Director of Equity Research at Clear Street, dives into the competitive world of space technology. He discusses the recent success of AST SpaceMobile's satellite launch and how it's gearing up against SpaceX. The conversation highlights key players like Planet Labs and Intuitive Machines, along with trends for 2026. Pendy sheds light on the reliance on satellite launch providers and the evolving U.S. space strategy. He even gives Intuitive Machines a nod as a standout for the future, showcasing its potential in the moon market.
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