Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
No upcoming catalysts in this filter.
Past
- 2026-09-30FAA Part 108 BVLOS final rule (overdue vs. ~March 2026 executive-order target)
- 2026-08-24Pentagon Drone Dominance 'Gauntlet II' final competition and production down-select (late August)
- 2026-06-12SpaceX (SPCX) Nasdaq debut — largest IPO in history (prices June 11)