“The Pentagon Already Picked the Winners” is the headline from Jason Simpkins at Angel Investment Research, selling Power & Profits.
The report, “The Galactic Supply Chain: 3 Stocks to Own for Generational Wealth,” promises three companies positioned to benefit from Pentagon spending, space infrastructure and missile defense. The offer is reserved for the first 100 readers who say yes today.
We identify the three stocks below. Confidence is high, though not absolute: the clues point strongly to the companies, while several of the promotion's dates, valuations and attributions don't survive a check against filings.
Reading between the lines
The giveaway is a very specific trail of contracts and hardware: a $190 million hypersonic-testing award, Pentagon satellite buses, national-security payloads through 2029, a Pioneer spacecraft bus used by Varda, a 150,000-square-foot solid-propulsion facility in Colorado, Starlab, the MACH-TB hypersonic program and a Space Force missile-warning contract. Those aren't generic space-stock breadcrumbs. They're fingerprints.
The same pitch is also branded as “Galactic Supply Chain” and “Galactic Supply Chain Portfolio.” Those names refer to the same three-stock idea, not separate discoveries.
The stocks behind The Galactic Supply Chain
The three stocks are Rocket Lab USA Inc. (RKLB), Voyager Technologies, Inc. (VOYG), and Kratos Defense & Security Solutions, Inc. (KTOS). Rocket Lab is the headline pick, with 94/100 confidence.
Rocket Lab's Q1 2026 results match the promotion's 63.5% revenue growth, $2.2 billion backlog and claim that it sold more launches in that quarter than in all of 2025. Its $190 million HASTE contract covers 20 hypersonic test flights, while its $816 million SDA Tracking Layer Tranche 3 award and other satellite-bus work supply the Pentagon connection. The company's own spacecraft materials also identify its Pioneer bus as the platform used for Varda missions.
Voyager and Kratos complete the basket. Voyager's filings match the 84% U.S.-government revenue figure, the 150,000-square-foot Pueblo facility, the $275.3 million backlog and the Voyager-led Starlab project. Kratos's annual report and contract disclosures match the $1.45 billion MACH-TB award, the $446.8 million Space Force ground-infrastructure contract and the OpenSpace software-defined ground system. We rate Voyager at 92/100 and Kratos at 96/100.
The separate “Uber Air” bonus appears to point toward Joby Aviation, but with only 68/100 confidence. Its hydrogen flight and Blade acquisition match the clues; the advertised leap to $210 a share does not have a verified market forecast behind it.
| # | Ticker | Company | Our confidence |
|---|
| Main pick | RKLB | Rocket Lab USA Inc. | 94/100 — high |
| 2 | VOYG |
Also in this offer
The offer bundles a bonus report that teases its own stock. These get a sentence or two of copy each, so the evidence is much thinner than for the main pick and what follows is our best reading rather than a confident answer.
| Bonus report | Our best guess | Confidence |
|---|
| Uber Air: The New Era of Transportation Poised for 2,000% Gains | JOBY — Joby Aviation, Inc. | 68/100 — solid |
What survives the paperwork
The claim-by-claim check separates solid matches from timing errors, unsupported comparisons and statements the primary sources don't establish. The pattern is clear: the companies are identified well, but the sales copy sometimes gets ahead of the disclosures.
RKLB — Rocket Lab USA Inc.
| The promotion claims | Verdict | What we found |
|---|
| Revenue is up 63.5% year over year, and the firm has a record backlog of $2.2 billion. | Checks out | Rocket Lab's Q1 2026 results reported revenue growth of 63.5% year over year and a record $2.2 billion backlog. |
| The company signed more launch contracts than it did in all of 2025. | Checks out | Rocket Lab said in its Q1 2026 results that it had sold more launches in Q1 2026 than during the full year 2025. |
|
VOYG — Voyager Technologies, Inc.
| The promotion claims | Verdict | What we found |
|---|
| Eighty-four percent of the second company's revenue comes from the U.S. government. | Checks out | Voyager's Q1 2026 earnings release said 84% of first-quarter revenue was generated from U.S. government customers. |
| It has won multiple Golden Dome contracts and is working on the Next Generation Interceptor. | Checks out | Voyager reported $84.3 million of Golden Dome-related awards across multiple customers and programs, while its SEC disclosures identify remaining NGI backlog and an NGI production opportunity. |
|
KTOS — Kratos Defense & Security Solutions, Inc.
| The promotion claims | Verdict | What we found |
|---|
| The company won a $1.45 billion MACH-TB hypersonic testing contract. | Checks out | Kratos's 2025 annual report and SEC disclosures identify its $1.45 billion, five-year MACH-TB 2.0 contract if all options are exercised. |
| It separately won a $446.8 million Space Force contract for missile-warning ground infrastructure. | Checks out | Kratos announced a $446.8 million Space Systems Command award for resilient missile-warning and missile-tracking ground management and integration supporting MEO satellites. |
|
Claims about the pitch itself
| The promotion claims | Verdict | What we found |
|---|
| The bonus company owns liquid-hydrogen technology that powered a record 523-mile flight. | Checks out | Joby reported a 523-mile liquid-hydrogen flight in 2024 using fuel-cell technology developed by its wholly owned H2FLY subsidiary. |
| The bonus company recently acquired a business with thousands of customers and leased terminals and lounges. | Checks out | Joby's 2025 Blade acquisition brought a passenger business that transported more than 50,000 passengers in 2024 and had lounge and terminal bases at JFK, Newark, Manhattan, and Wall Street. |
|
Claims the record contradicts
“The company is about to debut a reusable medium-lift rocket later this year.” — Rocket Lab initially targeted Neutron's first launch for 2026, but its October 14, 2026 update moved the inaugural launch to 2027.
“NASA paid the company $24 million in Q1 as lead contractor for its seventh Private Astronaut Mission.” — Voyager's Q1 2026 release confirms $24 million of NASA cash, but identifies it as Starlab milestone cash; NASA's seventh private astronaut mission was a separate selection and was not the source of that payment.
“Its satellite and space business posted a 3-to-1 book-to-bill ratio in Q1.” — Kratos reported a 1.6-to-1 consolidated Q1 2026 book-to-bill ratio and 1.8-to-1 for Kratos Government Solutions, not 3-to-1.
Where the pitch outran the record
“The company is valued at roughly $50 billion.” — The market valued RKLB at approximately $32.8 billion at the October 30 close, well below the promotion's roughly $50 billion figure. “Its CEO is a 47-year-old New Zealand engineer who built his first rocket in his parents' garage.” — Rocket Lab's biography supports Peter Beck's New Zealand background and early rocket building, while contemporary biographies place his birth in 1976 or 1977, making him about 49 or 50 in 2026 rather than 47; the garage story is supported only in broader family-workshop terms.
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The deadline, examined
What, exactly, is the deadline attached to? The promotion says the first 100 readers who say yes today get in, but that language doesn't identify an earnings date, government decision, launch window or other checkable event.
We received the campaign on one day, October 26, 2026. That's too thin a record to judge whether the deadline rolls, so the honest conclusion is narrower: the claimed scarcity remains untested.
The rest of the catalogue
This is the seventh Jason Simpkins promotion we've identified. Four of the earlier names have supplied since-reveal performance figures: Mercury Systems is down 22.32%, Amentum is up 0.4%, Joby Aviation is down 20.83%, and Rocket Lab is down 11.56%. That's a small ledger, not a verdict, but it is the ledger.
Rocket Lab is also being teased elsewhere under the name “Beyond SpaceX” by Jon “Dr. J.” Najarian. Two publishers, one company, different wrapping.
Worth owning, or just worth pitching?
The pitch's central claim is that Pentagon demand has already selected the winners in space and missile defense, and owning those suppliers can build generational wealth. The first half has real support: Rocket Lab, Voyager and Kratos each have identifiable government contracts, programs or facilities tied to the story.
The weakest link is the jump from real contracts to a smooth, near-term wealth machine. Rocket Lab's Neutron debut was moved to 2027, not later this year, and the company's market value was about $32.8 billion at the October 30 close rather than roughly $50 billion. Voyager's $24 million of NASA cash was tied to Starlab milestones, not its seventh private astronaut mission. Kratos reported a Q1 consolidated book-to-bill ratio of 1.6-to-1, or 1.8-to-1 for Kratos Government Solutions, not 3-to-1. That is not what the filings say.
On the merits, these aren't interchangeable lottery tickets. Rocket Lab carries the clearest version of the space-supply-chain thesis through launch, spacecraft and national-security programs. Voyager has unusually direct government exposure and a distinctive propulsion and Starlab footprint. Kratos has substantial defense-program evidence and a software platform, but the timing of revenue matters: management said the space and satellite business should drive significant growth and margin expansion in 2027 and 2028. The basket has a credible industrial theme; it doesn't have one uniform risk profile.
The Joby bonus belongs in a separate box. Its 523-mile hydrogen flight and Blade acquisition are documented, but the leap from roughly $10 to $210 a share isn't. The three main picks have stronger evidence than the promised returns, which is the important distinction.
How confident are we? RKLB 94, VOYG 92, KTOS 96 out of 100. We identified 3 stocks from the promotion's own clues and checked 30 claims across them against filings, earnings calls, ownership records, market data and public reporting. Confidence is scored per stock, so a weaker one does not borrow credit from a stronger one. This is our analysis, not the publisher's disclosure — we have no relationship with them.
