$YSS
MonitorYork Space Systems
Space Defense Contractor (SIVE Golden Dome Link)
Investment Thesis
York Space acquired ALLSPACE — SIVE's lead defense customer. YSS is a national defense prime contractor with links to Space Force, Space Development Agency, DoD, and the Golden Dome initiative. This means SIVE has a backdoor to US space buildout through YSS.
Catalysts
- YSS acquired ALLSPACE (SIVE's lead customer) — links SIVE to DoD/Space Force
- Golden Dome initiative — LEO satellite proliferation
- Defense budgets expanding into space
Risks
- Defense contract timing unpredictable
- Valuation stretched on golden dome hype
From the Feed (1 signals)
If you're curious why $SIVEF is up even more today. $SIVE, as a CHIPS act recipient: Now likely powers the Golden Dome. As the upstream semi supplier since Sivers' lead customer ALLSPACE got acquired by $YSS. York happens to be a national defense prime contractor with links to the Space Force, Space Development Agency, DoD, and Golden Dome. So Sivers, a mini Swedish company, basically got a backdoor to powering the US space buildout.