Research artifacts

Six dated research artifacts, each with a clear stopping point.

Every page states the research question, cutoff date, method, finding, counterevidence, and the stronger conclusion the available facts do not support.

Dated research snapshots · Public-safe previews · No trade, target-price, return, or live-coverage claim

Research library

The question, cutoff date, finding, and claim limit.

These are research records, not six additional products. Each page ties its conclusion to a dated source set and states what remains unproven.

Artifact 01

Independent Researcher & Analyst

Rocket Lab / Neutron Investment Case

An independent workbook and presentation used to compare Rocket Lab's operating, financial, customer, contract, and Neutron program evidence before a priority-watchlist decision.

Research Artifact · Dated evidence snapshot

The confirmed research outcome was to place the case on a priority watchlist for deeper work.

Open evidence

Artifact 02

Researcher & Analyst

MDA Space Analysis

A dated analysis of MDA Space that keeps opportunity-pipeline figures separate from confirmed backlog, awarded business, and revenue.

Research Artifact · Dated evidence snapshot

Opportunity-pipeline evidence can support an opportunity view but cannot be counted as confirmed backlog.

Open evidence

Artifact 03

Researcher & Analyst

Intuitive Machines Analysis

A dated analysis that keeps the Intuitive Machines IDIQ ceiling separate from funded task orders, backlog, recognized revenue, and any investment action.

Research Artifact · Dated evidence snapshot

An IDIQ maximum is a ceiling, not confirmed backlog, revenue, or guaranteed task-order value.

Open evidence

Artifact 04

Researcher & Analyst

HawkEye 360 Analysis

A dated analysis of HawkEye 360 as a private, S-1-stage company during the research period, without importing public-stock assumptions.

Research Artifact · Dated evidence snapshot

The company remained a private, S-1-stage case in the research period and should not be framed with public-stock evidence.

Open evidence

Artifact 05

Researcher & Analyst

SpaceX / Google Orbital-Computing Hiring Signals

A dated hiring-signal analysis that separates possible SpaceX and Google capabilities from proof of an operating orbital data center.

Research Artifact · Dated evidence snapshot

The hiring evidence supports a forward-looking capability thesis, not proof of an operating orbital data center.

Open evidence

Artifact 06

Researcher & Collection-System Builder

Commercial-Space Corpus & Manifests

A dated commercial-space corpus with manifests that show which sources were collected, missing, or only partially available.

Research Artifact · Dated evidence snapshot

The manifest shows collection coverage without treating every populated folder as a completed company analysis.

Open evidence