Yesterday, we touched on a quiet shift with enormous consequences:

A mass-migration from bits to atoms.

Far from a momentary shift, this is a generational reallocation toward advanced physical systems.

The underlying thesis is simple…

Pure software is crowded. Hardware is talent-starved. And the barrier to entry to the latter is shrinking. Fast.

Tooling is getting cheaper. Documentation is abundant. Components are more plentiful than ever. Ecosystems are progressively open-reference. And hardware stacks increasingly resemble software—modular, interoperable, and open by default.

Meanwhile, robots require actuators. AI requires sensors. Grids require control systems. Advanced batteries require advanced management layers. Factories are hungry for automation.

And perhaps the most ironic, underspoken piece…

Software engineers who step into hardware have a unique advantage: they already think in systems, feedback loops, abstractions, and failure modes. 

In fact, this dynamic is behind some of the biggest breakthroughs in the past decade.

Across robotics (Boston Dynamics, Figure, Agility), energy storage (Tesla, Fluence), autonomy (Waymo, Skydio), industrial AI (Anduril), and space systems (SpaceX, Planet), the breakthrough teams are shaped by software-first engineers who crossed into hardware.

As mentioned, AI and crypto will play a role in this shift, but I wanted to double-click on this larger trend today.

Because one of the most overlooked examples is happening 400 kilometers above your head. And there’s one tiny company that’s positioned to capture the upside on basically ALL of it.

In fact, just this morning, colleague Chris Cimorelli put it like this: “It’s about as futuristic and visionary as you can get.”

Look Up!

While pundits still argue about apps, platforms, and AI models, an entirely different economy is taking shape…

And with little public attention.

Although “data centers in space” recently made breathless headlines, most don’t realize how much power is already being generated in orbit today.

Massive solar arrays already unfold in space, feeding stations and satellites that can’t afford downtime. The International Space Station generates enough continuous power to run a small to mid-sized commercial factory—nonstop, in orbit.

Also, manufacturing has left Earth’s surface, too. 

Tools and components are now produced in microgravity, where materials behave differently—cleaner layers, stronger geometries, fewer defects.

Instead of launching every spare part “just in case,” missions increasingly rely on raw materials, digital designs, and 3D printing. When something breaks, it gets fixed where it is.

Then there’s the really weird one: bioprinting.

In microgravity, cells don’t collapse under their own weight. Soft tissues hold their shape. Structures form that can’t be replicated the same way on Earth. Human tissue is being printed, studied, and refined in orbit.

At the same time, the Moon is back in the group chat. Right now, researchers are analyzing the silver planet’s soil as a construction material.

We know we can get there. The real question now is if future bases can be built without shipping every beam and brick from Earth. (Learning how to build with what’s already there changes the math of exploration entirely.)

Of course, all of this requires sensing, coordination, and protection. Radar systems, optical instruments, and space-based monitoring now track objects moving at tens of thousands of miles per hour.

As you read this…

All of these systems are increasing in frequency and funding at the same time. That convergence is the tell. And when power, production, construction, and protection advance together, you’re watching an economy come online.

This is what “atoms winning” looks like.

And THAT Brings Us to Our Mystery Company

Tomorrow, James and Chris Cimorelli are releasing a pick that sits right in the middle of this shift.

It touches:

• Space infrastructure
• On-orbit manufacturing
• Power generation
• Real, flown hardware

It’s one of those names that doesn’t screen well. Hasn’t trended.

Doesn’t get much airtime.

And yet, it has its fingers in all things “Musk’s Master Plan” (get to Mars), NASA roadmaps... and a lot more.

Again, the guys will be breaking it down tomorrow morning.

But only for a select group of “beta testers.”

And today marks the last chance to be one of them before the latest pick goes live.

In this video, James talks about his #1 wealth building strategy for 2026 and beyond…

(In short, we’re at an inflection point in one “sub-niche” of the markets where under-the-radar companies are about to step into the spotlight in a big way.)

The company they’re releasing tomorrow is just one part of it, but it’s definitely one of the most exciting.

When markets open tomorrow morning, access to the non-disclosure on this page will be revoked… and the opportunity will go along with it.

Click here for everything you need to know before it’s too late.