SpaceX excitement has cooled down, with the stock stuck in a narrow $140 to $160 range. Money seems to be shifting toward space infrastructure and component stocks instead. Rocket Lab (RKLB) is building a solid base in satellite parts. Their product segment now makes up 78% of revenue, and they have a $2.36 billion backlog. They are still working toward profitability. Intuitive Machines (LUNR) posted Q2 revenue of $206.2 million, up 310% from last year. A recent acquisition moved them beyond just lunar landers, and that new business now makes up 81% of their revenue. They are growing fast but still unprofitable. Karman Holdings (KRMN) focuses solely on parts like nose cones and rocket motors. Unlike the other two, they have been profitable since 2023. Q2 net income doubled to $14 million. The catch is they are trading at a steep 127 P/E ratio. KRMN looks like the safe but expensive bet, RKLB is the middle ground, and LUNR is the high risk and high reward option.