{"id":261828,"date":"2026-02-01T01:59:22","date_gmt":"2026-02-01T01:59:22","guid":{"rendered":"https:\/\/www.newsbeep.com\/nz\/261828\/"},"modified":"2026-02-01T01:59:22","modified_gmt":"2026-02-01T01:59:22","slug":"backdoor-profit-opportunity-from-the-new-nasa-chief","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/nz\/261828\/","title":{"rendered":"Backdoor Profit Opportunity from the New NASA Chief"},"content":{"rendered":"<p>        &#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\n<img decoding=\"async\" style=\"border: 0;\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/Michael_Robinson_150px.jpg\" alt=\"by Michael A. Robinson\" width=\"150\"\/>&#13;<br \/>\n&#13;<br \/>\n&#13;<br \/>\nBy Michael A. Robinson&#13;<br \/>\n&#13;<br \/>\n&#13;<\/p>\n<p>Even in the daring-do world of NASA, Jared Isaacman stands out.<\/p>\n<p>For starters, he\u2019s 42 \u2014 making him the youngest person ever to run the storied space agency.<\/p>\n<p>He\u2019s also a tech entrepreneur and the first billionaire to take the helm at NASA.<\/p>\n<p>But what truly separates Isaacman isn\u2019t his r\u00e9sum\u00e9 on Earth. It\u2019s what he\u2019s done above it.<\/p>\n<p>Before becoming NASA administrator just last month, Isaacman didn\u2019t just bankroll space missions \u2014 he flew on them.<\/p>\n<p>He commanded the first all-civilian orbital spaceflight.<\/p>\n<p><a href=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/REZ_013026_1.png\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/REZ_013026_1.png\" width=\"80%\"\/> <\/a><\/p>\n<p>He\u2019s the tall one.<\/p>\n<p>\u00a0<\/p>\n<p><a href=\"https:\/\/weissratings.com\/en\/weiss-ratings-daily\/3-ways-to-play-the-new-space-race\" target=\"_blank\" rel=\"noopener nofollow\">Chris Graebe wrote about this in September 2024<\/a>.<\/p>\n<p>Later, he became the first private citizen to perform a spacewalk.<\/p>\n<p>That experience gives him a perspective few NASA leaders can claim.<\/p>\n<p>That background will come in handy as the U.S. prepares to return to the Moon and gears up for manned missions to Mars.<\/p>\n<p>In other words, the New Space Race that McKinsey says is worth $1.8 trillion is an unstoppable trend.<\/p>\n<p>And in a moment, I\u2019ll reveal a leader who\u2019s on pace to double its earnings in about three years\u00a0\u2026<\/p>\n<p align=\"center\">A Busy Space Program<\/p>\n<p>Isaacman is running an agency that is the busiest it\u2019s ever been.<\/p>\n<p>Launch activity has surged to hundreds a year.<\/p>\n<p>Much of that increased cadence is coming from the private sector.<\/p>\n<p>In that regard, Isaacman brings a rare and valuable insight.<\/p>\n<p>Like SpaceX founder Elon Musk and Blue Origin\u2019s Jeff Bezos, he\u2019s a billionaire space enthusiast who understands both the technical challenges of spaceflight and the business realities behind it.<\/p>\n<p>Private-sector partnerships now sit at the center of NASA\u2019s strategy, with SpaceX leading the way.<\/p>\n<p>The company handles crew transport to the International Space Station and is building the lunar lander for NASA\u2019s Artemis program \u2014 the backbone of America\u2019s return to the Moon.<\/p>\n<p>This shift has fundamentally changed how NASA operates.<\/p>\n<p>Instead of doing everything in-house, the agency now relies on commercial partners to move faster, lower costs and scale missions in ways that simply weren\u2019t possible a decade ago.<\/p>\n<p>Make no mistake, though \u2014 Isaacman isn\u2019t just a space evangelist. He\u2019s also a proven business leader.<\/p>\n<p>He founded Shift4 Payments (<a href=\"https:\/\/weissratings.com\/en\/stock\/four-nyse\" target=\"_blank\" rel=\"noopener nofollow\">FOUR<\/a>) at just 16 years old, building it into a financial-technology powerhouse that now processes hundreds of billions of dollars in transactions each year.<\/p>\n<p>That background matters as NASA manages complex contracts, massive budgets and an increasingly commercial space ecosystem.<\/p>\n<p>Isaacman isn\u2019t learning how to run a large, fast-moving organization on the job \u2014 he\u2019s been doing it for decades.<\/p>\n<p>In short, he\u2019s overseeing a space program that is more active, more commercial and more consequential than ever before.<\/p>\n<p align=\"center\">Blasting Off from Sea<\/p>\n<p>Just look at the impact SpaceX is having.<\/p>\n<p>Last year, it completed roughly 165 orbital launches.<\/p>\n<p>That\u2019s more than any other space firm in the world and more than half of all global orbital missions.<\/p>\n<p>SpaceX deployed more than 2,500 Starlink satellites in the process, making it another record year for space activity.<\/p>\n<p align=\"center\">Related reading:<\/p>\n<p>That pace has created a new bottleneck: capacity.<\/p>\n<p>Traditional land-based launch sites are booked out years in advance.<\/p>\n<p>Building new ones is slow, expensive and politically complicated.<\/p>\n<p>There are only so many suitable coastal locations, and demand is quickly overwhelming supply.<\/p>\n<p>That\u2019s why more companies are turning to the ocean.<\/p>\n<p>I wrote about this once back in September last year.<\/p>\n<p><a href=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/REZ_013026_2.png\" target=\"_blank\" rel=\"noopener\"> <img decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/nz\/wp-content\/uploads\/2026\/02\/REZ_013026_2.png\" width=\"80%\"\/> <\/a><\/p>\n<p>\u00a0<\/p>\n<p>In short, mobile and fixed sea-based launch platforms offer flexibility.<\/p>\n<p>They can be positioned near the equator, where Earth\u2019s rotation provides a natural boost.<\/p>\n<p>That allows rockets to carry heavier payloads using less fuel \u2014 a meaningful advantage as launch volumes rise.<\/p>\n<p>But this story is so much bigger than sea-to-space launches\u00a0\u2026<\/p>\n<p align=\"center\">A Backend Play<\/p>\n<p>That brings me to a company that has been quietly positioning itself for this moment since 1957 \u2014 the same year Sputnik ignited the original space race.<\/p>\n<p>Heico (<a href=\"https:\/\/weissratings.com\/en\/stock\/hei-nyse\" target=\"_blank\" rel=\"noopener nofollow\">HEI<\/a>) began as a precision-engineered parts supplier to the commercial and military aviation markets.<\/p>\n<p>Over time, it pursued a simple but powerful strategy: acquire niche manufacturers that specialize in high-reliability components \u2014 parts that absolutely cannot fail.<\/p>\n<p>That approach has turned Heico into a behind-the-scenes powerhouse across aerospace, defense and space-related systems.<\/p>\n<p>Today, Heico supplies components to many of the major \u2014 and minor \u2014 players in the space industry.<\/p>\n<p>Think of it as a diversified backend play on the New Space Race.<\/p>\n<p>One stock, dozens of exposure points.<\/p>\n<p>When NASA\u2019s Perseverance rover landed on Mars in 2021, four Heico subsidiaries supplied parts used on the platform.<\/p>\n<p>Those components are still operating today, millions of miles from Earth.<\/p>\n<p>Heico\u2019s reach extends beyond rockets and rovers.<\/p>\n<p>Its subsidiaries are also leaders in electro-optics and laser-based components \u2014 technologies used in drones, autonomous systems, advanced sensors and next-generation defense platforms.<\/p>\n<p>One of the most promising areas is laser communications, which allows data to move at the speed of light with minimal delay.<\/p>\n<p>When you\u2019re coordinating systems across vast distances \u2014 whether in orbit or at sea \u2014 that kind of real-time communication becomes invaluable.<\/p>\n<p>As space missions shift from short-term exploration to long-term presence, demand for rugged, space-ready equipment is only increasing.<\/p>\n<p align=\"center\">A Great \u2019Twofer\u2019<\/p>\n<p>Heico\u2019s opportunity doesn\u2019t stop in orbit.<\/p>\n<p>The company has long been a key supplier to the commercial and military aircraft markets.<\/p>\n<p>Global air travel is expected to grow for decades, and demand for new aircraft continues to outpace supply.<\/p>\n<p>At the same time, militaries around the world are investing heavily in drones \u2014 in the air, at sea and below the surface.<\/p>\n<p>The modern battlefield is networked and data-driven, and many of the precision systems that make that possible come from Heico subsidiaries.<\/p>\n<p>Now let\u2019s talk numbers.<\/p>\n<p>Over the past three years, it has posted average earnings growth of 24%.<\/p>\n<p>At that pace, earnings would roughly double over the next three years.<\/p>\n<p>HEI is a great way to gain exposure to the New Space Race and modern defense spending.<\/p>\n<p>This is a firm that doesn\u2019t need to bet on any single rocket, satellite or program to win.<\/p>\n<p>We profit from the New Space Race\u2019s unstoppable trend with a stock built for the long haul.<\/p>\n<p>Best,<\/p>\n<p>Michael A. Robinson<\/p>\n<p>P.S.\u00a0My Disruptors &amp; Dominators readers have had HEI in their portfolio for a while now. And they are up 120%, as I write.<\/p>\n<p>And while HEI still has plenty of growth ahead of it, I recently put together another list of breakout tech superstars.<\/p>\n<p>Here\u2019s the best part: AI giant Nvidia can\u2019t live without them. <a href=\"https:\/\/disruptorsanddominators.com\/DDD\/unauth-2511\/int\/event?sc=Weiss&amp;ec=EDDDUNA03\" target=\"_blank\" rel=\"noopener nofollow\">Check that out here<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"&#13; &#13; &#13; &#13; &#13; &#13; By Michael A. Robinson&#13; &#13; &#13; Even in the daring-do world of&hellip;\n","protected":false},"author":2,"featured_media":261829,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[23],"tags":[111,139,69,147,392,150084],"class_list":["post-261828","post","type-post","status-publish","format-standard","has-post-thumbnail","category-space","tag-new-zealand","tag-newzealand","tag-nz","tag-science","tag-space","tag-weiss-ratings-daily"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/261828","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/comments?post=261828"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/posts\/261828\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media\/261829"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/media?parent=261828"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/categories?post=261828"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/nz\/wp-json\/wp\/v2\/tags?post=261828"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}