Companies covered: Boeing Company (The) (NYSE:BA), RTX Corp. (Raytheon) (NYSE:RTX), Lockheed Martin Corporation (NYSE:LMT), General Dynamics Corporation (NYSE:GD), Juniper Networks, Inc. (NYSE:JNPR), Ciena Corporation (NYSE:CIEN), Arista Networks, Inc. (NYSE:ANET), Zoom Video Communications (NASDAQ:ZM), Ringcentral, Inc. (NYSE:RNG), Twilio Inc (NYSE:TWLO), ViaSat, Inc. (NASDAQ:VSAT), Planet Labs PBC (NYSE:PL), Apple Inc. (NASDAQ:AAPL), T-Mobile US, Inc. (NASDAQ:TMUS), AT&T Inc. (NYSE:T), Verizon Communications Inc. (NYSE:VZ), AST SpaceMobile, Inc. (NASDAQ:ASTS), Iridium Communications Inc (NASDAQ:IRDM), SES SA (OTCMKTS:SGBAF), Eutelsat Communications SA (OTCMKTS:ETCMY), Globalstar, Inc. (NYSEAMERICAN:GSAT), JSC National Atomic Company Kazatomprom (OTCMKTS:NATKY), Cameco Corporation (NYSE:CCJ), NexGen Energy Ltd. (NYSE:NXE), Agnico Eagle Mines Limited (NYSE:AEM), Wheaton Precious Metals Corp. (NYSE:WPM), Capstone Copper Corp. (OTCMKTS:CSCCF), Foran Mining Corp. (OTCMKTS:FMCXF), Rocket Lab USA Inc. (NASDAQ:RKLB), MDA Space Ltd. (OTCMKTS:MDALF), Avio SpA (BIT:AVIO), Virgin Galactic (NYSE:SPCE), Amaero International Ltd. (OTCMKTS:AMROF), C-Com Satellite Systems Inc. (OTCMKTS:CYSNF), Lumentum Holdings Inc (NASDAQ:LITE), Ondas Holdings Inc. (NASDAQ:ONDS), Siyata Mobile Inc. (NASDAQ:SYTA), Vislink Technologies Inc. (NASDAQ:VISL)