Kratos is an Indian Web3 gaming firm that builds distribution rails in emerging markets for global Web3 games. It is the IP owner of the world's largest gaming DAO - IndiGG, and is also an active investor in the global web3 gaming and gaming infra space.
According to the Ark Invest Tracker, Cathie Wood’s ARK Invest conducted multiple trades on October 26. On the buying side, ARKQ and ARKX collectively purchased approximately 1.1616 million shares of Archer Aviation (ACHR), around 434,000 shares of Joby Aviation (JOBY), roughly 63,600 shares of Kratos Defense (KTOS), and approximately 59,200 shares of AeroVironment (AVAV). Additionally, ARKW purchased 65,615 shares of Circle (CRCL), and ARKQ bought 182,508 shares of Kodiak AI (KDK).
According to TechFlow Research, Goldman Sachs' July 8 Global LEO Satellite Report shows that the number of LEO satellites in orbit reached 10,000 in 2025, is expected to reach 24,000 in 2028, 305,000 in 2031, and could reach 396,000 under the blue sky scenario. SpaceX, Amazon, and others are accelerating deployment; Amazon has received FCC approval to add 4,500 satellites. China's three major constellations, GW/G60/Honghu, plan for over 35,000 satellites. Among the targets covered by Goldman Sachs, US stocks SpaceX, Amazon, Boeing, and Kratos benefit; A-share Tongyu Communication received a buy rating with a target price of 79 yuan; HK-stock ZTE is a core supplier of ground equipment, with about 70,000 satellites awaiting launch in the next five years.