Redwire. Every tracked FinTwit mention of $RDW, newest first. 710 mentions since the first on Jun 13, 2025. See the price chart.
June 2026 · 27 mentions
Jun 5
Space Investor — $RDW - New capability unlocked.
Stalker can now deliver munitions directly on the battlefield.↗
Jun 5
Space Investor — @JungleStocks I tend to agree, add $RDW to the mix↗
Jun 5
Space Investor — $RDW : Redwire is a $100 stock trading at $20.
My thesis is simple; this could be one of the largest winners in the space sector over the coming years.
Despite the progress, the…↗
Jun 5
Space Investor — $RDW: The world's first commercial space greenhouse, growing plants in space!
Go Redwire. https://t.co/hKTpIRM2Xe↗
Jun 4
Space Investor — $RDW - Redwire Defense contract awards this quarter. so far...
🗓️ April 14. Redwire Awarded $20 Million in Follow-On Orders from Portfolio Acquisition Executive Robotic Autonomou…↗
Wayne Liang — Always happy to see the entire Space sector green, much needed after a rough few days! Quick highlights:
$AMPG - still an undervalued, multi-thesis play.
$ASTI - has more room to…↗
Jun 4
InvestmentGuru — Space sector is back
$SPCE
$SIDU
$RKLB
$RDW
$FLY
$SATL↗
Jun 4
Dustin — $RDW Told yall...
Broken out of the falling wedge. Next leg up
I’ve been on a generational run.
Many will regret not following me sooner.↗
Jun 4
Space Investor — $RDW : Many see Redwire as a company born in 2020.
What they miss is 16+ years of microgravity manufacturing expertise via Made In Space (2010), 25+ years of space infrastructure…↗
Jun 4
Space Investor — $RDW: Redwire announced today that it has been awarded a contract from Astrobiome Space S.à r.l., a Luxembourg-based biotech company pioneering microbiome solutions for regenerativ…↗
Jun 4
Dustin — $RDW catalyst list
1.SpaceX goes public
2.Own engineering/business breakthrough: RDW is expected to simultaneously announce the key business progress of its space manufacturin…↗
Jun 4
Dustin — $RDW The Rdw has corrected nearly 40% from its high in the past five days; however, the profit-taking ratio is still 80%, much higher than RKLB, LUNR, and ASTS. This indicates tha…↗
Jun 3
Space Investor — $RDW: JUST IN Redwire was awarded a $15,857,020 firm-fixed-price contract for procurement of eight Stalker Block 35 systems to provide organic reconnaissance, surveillance, and tar…↗
Jun 3
Space Investor — $RDW: Very low Earth orbit (VLEO) is emerging as a serious option in future space architectures for national security and commercial missions.
"It’s the perfect time for vLEO to b…↗
Jun 3
Dustin — $RDW RDW is opening the morning with a clean reset right above the key 20.00 support shelf. This is exactly where the stock normally compresses before its next move. Key levels to…↗
Jun 2
Space Investor — $RDW / $VOYG: LunaGrid could emerge as a defining piece of the lunar power infrastructure, with Voyager and Redwire positioned right at the core of it.
Astrobotic’s upcoming Griff…↗
Jun 2
Space Investor — $RDW: Redwire Chairman & CEO Peter Cannito was on CNBC this morning.
Go Redwire. https://t.co/IbWYnUXNhr↗
Jun 2
Space Investor — @Temaetfs Can't take you seriously without decent $RDW and $VOYG exposure.↗
Jun 2
Dustin — $RDW RDW's Move from 27 -20.75 isn't a breakdown- its a post expansion volatility reset. The tell is the tight pinning between 20.75-21.00 after trading 50M+ shares. If this were…↗
Jun 2
InvestmentGuru — 🔴 BLUE ORIGIN — THE DAMAGE SCORECARD
New Glenn erupted into a fireball during a hot-fire test at Cape Canaveral on May 28. NASA Administrator Isaacman now says the launchpad may…↗
Jun 1
Space Investor — May 1st vs. June 1st
$RDW $9.34 / $20.61
$RKLB $78.81 / $124.31
$LUNR $25.62 / $38.38
$ASTS $70.89 / $105.76
$VOYG $26.60 / $47.67
$PL 36.90 / $47.33
I’m trying to find this "pul…↗
Jun 1
AlmaCap — @VidsComp Literally just pondering this at the moment. 6 months - 1 year from now you should be on a juicy gain, but where is the bottom? My early $RKLB holds I was down 30-40% a…↗
Jun 1
AlmaCap — If anyone is wondering what is driving the space sell-off today then please see my post below.
I expect significant uncertainty and lack of confidence from space investors until w…↗
Jun 1
Space Investor — $RDW: Redwire is cookin', and most investors are just starting to smell what's in the oven.
"Lunar systems is quickly becoming the most exciting business development within Redwir…↗
Jun 1
Space Investor — $RDW: Jefferies raising Redwire's price target to $24 from $13, and downgrades it to hold from buy.
The firm cited the stock’s year-to-date gain of 223% and multiple expansion as…↗
Jun 1
Space Investor — $RDW: This is the type of hire I pay attention to.
A senior engineer leaves Blue Origin after nearly 5 years working on their lunar lander and joins Redwire's Space Missions team.…↗
May 2026 · 168 mentions
May 31
Space Investor — These are the public companies I follow daily to track the health of the space economy.
Only the very best:
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW…↗
May 31
Space Investor — $RDW - Redwire is currently exploring flight opportunities for a MASON demonstration mission.
With NASA stating that in the coming weeks, additional CLPS 1.0 task awards are expec…↗
May 30
InvestmentGuru — SPACE STOCKS ARE LIFTING OFF
Space and satellite-related stocks soared as investor enthusiasm around the industry intensified. The catalyst is obvious. SpaceX is targeting a Nasd…↗
Space Investor — $RDW: Q1 2026 on May 6
Management will also conduct a conference call at 9AM ET on May 7 https://t.co/OCzmzvdKPi↗
Apr 30
Space Investor — What’s your favorite space stock right now?
$ASTS $RKLB $RDW $PL↗
Apr 29
Space Investor — $RDW: Ken Griffin’s Citadel just disclosed a 4.7% stake in Redwire.
That comes days after taking 9.99% of $MNTS.
Smart money is circling Space. https://t.co/I7J9a3p4s4↗
Apr 29
InvestmentGuru — Space sector could see stronger momentum as we move closer to the anticipated SpaceX IPO. Sector attention and capital rotation tend to follow major catalysts like that. The strate…
March 2026 · 62 mentions
Mar 30
Space Investor — $RKLB / $RDW
Smart money should be asking: who’s going to power all of this?↗
Mar 29
Wayne Liang — $RDW is one of the few trades I'll be entering when the next Blue Diamond appears... but it's currently sitting below support on the Daily and Weekly. Will share updates as we prog…↗
Mar 29
Space Investor — $RDW: Mike Gold, President of Civil and International Space at Redwire explains the significance of Extensible Low-Profile Solar Array (ELSA).
"Redwire arrays will provide more po…↗
Mar 29
Space Investor — $RDW: "[ELSA] is a step forward relative to solar array technology"
February 2026 · 72 mentions
Feb 28
Space Investor — $RDW / $VOYG
Q: "What is the potential benefit of doing medical research in space"
A: "There's actually almost a way to densify cancer treating compounds through crystal formulat…↗
Feb 28
Space Investor — $RDW
Canaccord raises PT to $12 from $11 and maintains a BUY on the shares.
Strong topline and Edge (Redwire Defense) integration support growth outlook despite near term margin…↗
Feb 27
Wayne Liang — Key to hitting 10x trades:
Spotting the technicals.
Understanding the fundamentals.
I'll explain what I mean...
Back when I caught:
$ONDS at $0.83
$OPEN at $0.58
$IREN at $6.3…↗
Space Investor — (8/8) DEEP SPACE
$RDW provided two ROSA wings for NASA's Double Asteroid Redirection Test (DART).
🗓️Awarded in 2018, the mission proved ROSA's durability in deep space.
The arr…↗
Jan 31
Space Investor — (7/8) Commercial Satellites
$RDW provided 10 kW of power for the Ovzon 3 geostationary (GEO) communications satellite built by Maxar.
🗓️Launched in January 2024, this mission ma…↗
Jan 31
Space Investor — (6/8) Lunar Surface Power
🗓️After an initial 2023 agreement between Astrolab and $RDW, the program expanded in August 2024 to include the VSAT-XL, a 100-foot-tall tower capable o…↗
Space Investor — @ShebahBah @pennycheck yeah, $RDW sits on the defense & resilience side↗
Dec 31
Space Investor — @redwire @RedCatHoldings @USArmy @FireflySpace 2026 will be a big year for $RDW 🫡↗
Dec 26
Space Investor — $RDW
Japan’s Cabinet just approved a record $58 BILLION defense budget … the largest military expansion since World War II.
This could trickle down to Redwire.
The VXE30 has bee…↗
Dec 26
Space Investor — MY TOP 3 PLAYS FOR 2026
1. $RDW (value)
2. $ASTS (activation)
3. $RKLB (Neutron)
Adding one Wild Card:
1. Ethereum (tokenization)
35% in cash right now, ready to scale in on di…
November 2025 · 15 mentions
Nov 25
Space Investor — $RDW
"Training with the Stalker is scheduled to begin in December, ensuring instructors can incorporate the system into courses and prepare soldiers to employ it in tactical missi…↗
Nov 24
Space Investor — $ASTS / $RKLB / $RDW
Strong day for my four horsemen.
Did we catch the bottom?
Now it’s time for patience, once again. https://t.co/Mz9rFWrKx5↗
Nov 24
Space Investor — $RDW
The market still has no clue how big VLEO is about to become.
This shift will reshape ISR and comms much faster than people expect.
I wouldn’t be surprised to see the big…↗
Space Investor — @AceCrouton With AE backing both $RDW and $FLY, I can also see some solid synergies ahead moon-wise.
Hard to get behind $LUNR with two back to back failed missions, but U agree t…↗
Oct 16
Space Investor — After trimming a bit of my big winners this week, I’m turning my eyes back to a few beaten down names with solid catalysts ahead, and Redwire $RDW is one of them.
Since Bain Capit…↗
Leveraged Cat — $RDW with the poor execution by management this is a stock you need to be patient with. Only once this is truly hated on X can you take a stab long at this imho. Once you lose the…↗
Aug 7
Space Investor — Taking a loss is part of the game.
I sold half of my $RDW position this morning on the earnings call bounce and plan to reallocate fully into my higher-conviction names: $RKLB and…↗
Aug 7
Space Investor — $RDW
Cantor maintains $28 PT on Redwire, following Q2 earnings.
Drones will solve...↗
Aug 7
Space Investor — $RDW / $BKSY / $LUNR
Rough morning for space stocks coming off Q2 earnings.
Volatility is front and center as the market digests the latest results.
Do you see oppportunity ? ht…
Space Investor — $RDW
Management will also conduct a conference call at 9AM ET. on Thursday Aug 7. https://t.co/5Tv8k5CdZX↗
Jul 30
Space Investor — $RDW
Redwire is now trading below a $2B market cap.
The company's been crushed since their shares offering on June 16th. https://t.co/Z95fx6QllA↗
Jul 30
Space Investor — $RDW
"If the atmospheric drag can be overcome, both Campbell and Ohanyan agree that VLEO is the future for the space industry.
DeepSat turned to Redwire for its expertise in VLEO…
June 2025 · 6 mentions
Jun 22
Space Investor — We live in turbulent times.
Here are my top (3) space stocks heading into the second half of 2025.
Each are positioned at the intersection of national security, critical infrast…↗
Jun 17
Leveraged Cat — $RDW I expect this offering news to be a great buying opportunity
I’m not selling a single share on this news and looking for a spot to add more
Not financial advice↗
Jun 14
Space Investor — @aaronburnett Aaron, when I first invested in $RKLB, $RDW and $LUNR they were trading around that market cap.
https://t.co/WJeTw4Z4uU↗
Jun 13
Space Investor — $RDW
Congrats to Redwire to have successfully completed the acquisition of Edge Autonomous.
https://t.co/mSXIsE3yAa
— @RKLBMan needs more $RDW https://t.co/pZm3ZKBrKE
Space Investor — $RDW: People keep asking me at what price I'll sell Redwire.
This is a keeper. https://t.co/lciCQcw3Xz↗
May 30
Space Investor — My biggest gains were made when it felt the hardest to buy.
When the timeline went quiet. When sentiment was broken. When everyone disappeared.
Conviction isn't tested at all-tim…↗
May 30
InvestmentGuru — I stood at the Wright Brothers monument last week.
December 17, 1903. Kitty Hawk, North Carolina.
12 seconds. 120 feet. The first powered flight in human history.
The world laug…↗
May 30
InvestmentGuru — The Market Just Sent a Clear Signal. Are You Positioned?
THE MARKET MADE NEW ALL-TIME HIGHS
The S&P 500 closed at a fresh record of 7,520, the Dow hit 50,644 — its own record clo…↗
May 30
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +614%
2. $AXTI +531%
3. $AEHR +357%
4. $AAOI +354%
5. $NVTS +273%
6. $MU +240%
7. $DELL +234%
8. $BE +228%
9. $DOCN +224%
10. $ARM…↗
Space Investor — WEEKLY PERSPECTIVE
We pushed to new highs again this week in the space sector. Here's where we are on year-to-date returns.
$SATL 385%
$MNTS 194%
$SPIR 192%
$RDW 172%
$PL 151%
$…↗
May 30
Space Investor — $RDW / $RCAT: In October 2025, Redwire partnered with Red Cat, a U.S.-based provider of advanced all-domain drone and robotic solutions for defense and national security.
The com…↗
May 29
AlmaCap — @dishkiyaoonn I might not comment much more than what I have posted here:
https://t.co/LUnznEl97C
> I still think $FLY and $LUNR and loads of NASA contracts, I still think $MDA r…↗
May 29
AlmaCap — Blue Origin's New Glenn just blew up on the pad during a static fire ahead of NG-4. This reshapes the whole space landscape in my mind and it's worth chewing on this weekend.
> It…↗
May 29
Michael | Hypermarkets — Exactly 1 month ago, I explained why these will continue to go up higher:
$BE was at $120 now $322
$ASTS was at $63 now $134
$IONQ was at $28 now $72
$IREN was at $30 now $70
W…↗
Space Investor — $RDW: NEW 52WK HIGH
Conviction Pays 🫡 https://t.co/seYXLK6k1s↗
May 28
Space Investor — $RDW : What it feels like when you do the work, stick to your convictions and ignore the noise. https://t.co/MiqNzsLCQp↗
May 28
Space Investor — $RDW: Wait till they realize ~40% of Redwire’s revenue came from drones (UAS) last quarter. https://t.co/ux4BPyGiwq↗
May 28
Dustin — $RDW direction top 1% https://t.co/MUpbdToDjr↗
May 27
Space Investor — $RDW: In the last 2 days, Redwire traded 227M shares, which is more than its current shares outstanding of 198M.
I like to see that kind of turnover around all time high. https://…↗
May 27
Michael | Hypermarkets — $RKLB surged from $4 to $150 for 3700% return.
It's revenue increased 2000% in just 2 years.
$RDW also has massive revenue growth like $RKLB . https://t.co/SOogVQDukD↗
May 27
Space Investor — $RDW: What does Redwire have to do with lunar bases, you ask?
More than you’d think.
Here’s why.↗
May 27
Shay Boloor — NASA says lunar base construction starts in 2027 with near-monthly robotic landings to build out the Moon’s surface infrastructure.
The goal is astronauts living on the lunar surf…↗
May 27
Space Investor — $RDW: NASA stated that in the coming weeks, additional CLPS 1.0 task awards from its Ignition event are expected to be announced for Moon Base payloads and technology demonstration…↗
May 27
Space Investor — With $RDW, you’re getting exposure to:
✅ Biotech
✅ Drones
✅ AI
✅ Quantum
✅ Solar
✅ Defense
✅ Robotics
✅ Deep Space
✅ Lunar Base
✅ Comms↗
May 27
Space Investor — $RDW: NEW 52WK HIGH
We ride. https://t.co/fAvBG82IBA↗
May 27
Jason Luongo — 5. $RDW - Redwire
Space infrastructure plus military drones - dual thesis. Revenue up 58% YoY with a record $498M backlog at a 1.92x book-to-bill ratio. Won a spot on the Space Fo…↗
May 27
Mike Investing — I’ve said this before, & I’ll say this again…
You can literally create generational wealth simply by scrolling on X.
In January of this year, I called that the space theme would…↗
May 27
Dustin — $RDW you may need to zoom into this, but see RDW is still so cheap. At least 2 times cheaper than any other space stock https://t.co/rpsHFO0Dkv↗
May 27
InvestmentGuru — The Space Sector
The market is finally waking up to what’s coming.
Today’s movers tell the story:
🛰️ $RDW
🛰️ $SIDU
🛰️ $FLY
🛰️ $YSS
🛰️ $ASTS
🛰️ $SPIR
🛰️ $LUNR
🛰️ $…↗
May 27
Space Investor — $RDW: Can't stop, won't stop.
Go Redwire 🚀 https://t.co/4iNKEAryXl↗
May 26
Mike Investing — The literal White House is telling you to prioritize these 5 sectors amongst your portfolio…
1. Space ~ $RKLB, $ASTS, $RDW, $PL
2. Neo-Cloud ~ $IREN, $NBIS, $APLD, $CIFR
3. Rare E…↗
May 26
Michael | Hypermarkets — This is straight from $SPCX S-1 filing on June 12 for $1.75 trillion.
Elon Musk will pay everyone 100x-200x times for investing in SPACEX.
Here's the playbook moment $SPCX goes p…↗
InvestmentGuru — $MU 148%
$AAOI 101%
$RDW 206%
Up in my portfolio https://t.co/cJhhEwe4En↗
May 26
Space Investor — $RDW: Redwire backlog is at an inflection point.
We are still very early in this story.
h/t to @hiteshkar for putting in the work building a solid dashboard for the community, ch…↗
May 26
Space Investor — $RDW: We started from the bottom now we’re here.
$100 in the making. https://t.co/Va7ZRG7WRE↗
May 26
Space Investor — $RDW / $LUNR / $MNTS
Big moves like this don’t show up often.
I try to position before the narrative shifts, in names still under the radar, and let time do the work. It sounds s…↗
May 26
Space Investor — $LUNR / $FLY / $RDW / $VOYG
Today could mark a major milestone for lunar exploration and the future of space habitats.↗
May 26
Space Investor — $RDW: Conviction Pays 🫡 https://t.co/jnTSAIDmwV↗
Dustin — $RDW If orbital AI data centers become part of that future, Redwire Corporation could be positioned as a key infrastructure supplier.
* Redwire already develops deployable solar…↗
May 25
Space Investor — 🚨 MAY 26: A POTENTIALLY HUGE DAY FOR THE LUNAR SECTOR
Tomorrow at 2:00 PM EDT, NASA will unveil its updated lunar strategy and outline the next phase of its plans for a sustained…↗
Mike Investing — Renowned billionaire Stanley Druckenmiller has long advocated:
“You don’t get rich by diversifying into 50 mediocre assets. You get rich by finding 2 or 3 asymmetric home runs.”…↗
May 25
InvestmentGuru — PORTFOLIO holdings UPDATE — May 2026
$PLTR — AI operating system with government + commercial compounding. The original conviction hold.
$CLS — Advanced packaging demand accelera…↗
May 25
Space Investor — $RDW: Redwire Delivers Argonaut Robotic Arm Prototype to ESA
Redwire has delivered an initial prototype of a robotic arm that could be used aboard the European Space Agency’s Argo…↗
May 24
Tradable Astronaut — Aion Index update. 05/24.
1190 tickers scored across 31 sector profiles.
Here's the full breakdown of what the model is showing right now.
$WOLF is the standout. 16-day streak.…↗
May 24
InvestmentGuru — THE THEMATIC WATCHLIST — 2025 EDITION
Every mega-trend. Every sector. One list.This is how I’m thinking about capital allocation across the next cycle 👇
AI
→ $GOOGL $PLTR $NVDA $…↗
May 23
Space Investor — $RDW: Back in March 2023, Redwire announced that its Roll-Out Solar Array (ROSA) technology was being used by Astrobotic for its Lunar Vertical Solar Array (VSAT) program.
To help…↗
May 23
Michael | Hypermarkets — My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.
She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.
There's 10 stocks with di…↗
May 23
Space Investor — WEEKLY PERSPECTIVE
Big week of momentum across the space sector. Here’s where we stand on YTD returns:
$SATL 441%
$IRDM 175%
$SPIR 171%
$BKSY 130%
$PL 117%
$LUNR 114%
$FLY 108%
$…↗
May 23
Space Investor — Week 9 (May 9) was earnings week.
The account jumped 19% following stellar earnings releases from $VOYG, $RDW, but especially $RKLB.
What stood out to me most that week was not…↗
May 23
Space Investor — Week 5 was marked by a clear disconnect between news flow and price action.
The market largely shrugged off several positive catalysts, including the Andromeda inclusion of $LUNR…↗
May 23
Space Investor — Week 4 started with a massive dip on Monday, I reminded everyone that:
"Last year, the Friday after Liberation Day, I went all-in on Space stocks. By Monday open, indexes were d…↗
May 23
Space Investor — Week 2 started with a key addition: I added $RKLB at $72.50 following the $1B ATM.
I explained to subscribers why I viewed this as positive, given Rocket Lab’s track record as a d…↗
May 23
Space Investor — On March 10, I launched a new $100K portfolio for subscribers with one goal: document my investment process in real time.
After the first week, the portfolio was split between $VO…↗
May 22
Tradable Astronaut — Here's how the Sp🅰️ce sector index is ranked right now.
$RDW #1. Score 99/100.
$VELO #2. Score 98/100.
$SIDU #3. Score 95/100.
$VOYG #4. Score 92/100.
$SATL #5. Score 87/99.…↗
May 22
Mike Investing — The U.S. President & the literal White House are telling you that these 5 sectors are next to squeeze…
1. Space ~ $RKLB, $ASTS, $RDW, $FLY, $LUNR
2. AI Infrastructure ~ $CRWV, $NB…↗
May 22
InvestmentGuru — Space whoever added during those days. This is just getting started before SpaceX IPO.
$RKLB
$ASTS
$PL
$RDW
$SATL
$SIDU https://t.co/vfpB40yjry↗
May 22
Space Investor — The Subscribers Space Catalyst portfolio is up 80% in less than 3 months since inception.
Current holdings:
$RDW $RKLB $ASTS $LUNR $VOYG $MNTS
No leverage. No options. No day tra…↗
May 22
Space Investor — $RDW: Redwire is a $25 stock trading at $17.
We ride.↗
May 22
Space Investor — Loading massively on $RDW at $5 six months ago may end up being one of the best investments I’ve made in the space sector, alongside doing the same with $RKLB below back in 2024.…↗
May 22
Space Investor — $RDW Redwire is a $25 stock trading at $16. https://t.co/SFMPUtzowy↗
May 22
Space Investor — $RKLB / $RDW
Makes you wonder who’s going to power all of this in-space infrastructure…↗
May 22
Space Investor — Military Drone Market worth $109.22 billion by 2031
By propulsion, the fuel cell-powered military drone segment is projected to grow at the highest CAGR of 32.5% from 2026 to 2031…↗
May 22
Space Investor — $RDW: Redwire Delivers Lunar Robotic Manipulator Prototype to European Space Agency
Redwire, in collaboration with Added Value Solutions and with support from the European Space A…↗
May 21
Tradable Astronaut — The AION Index global leaderboard across 1,186 tickers.
Top of the board: $FCEL, $INOD, $ENPH, $WOLF, $MNTS, $RDW, $SEDG, $ALAB, $VELO, $NVTS, $ARM, $VOYG, $RKLB, $POET, $PENG.…↗
Space Investor — $RDW: In-Orbit Manufacturing got it's spotlight in the SpaceX S-1 prospectus. They basically just confirmed the long-term vision for orbital factories.
One day, Starships won’t ju…↗
May 21
InvestmentGuru — Space sector can be completely repriced once SpaceX IPO hits the market.
$RKLB $ASTS $RDW $SATL $LUNR $SIDU $PL $MDA $FLY↗
May 21
Space Investor — $RDW: AE Industrial Partners are finally mostly out of Redwire, now owning a little under 1% after selling down from 50%+ since January.
The overhang is nearly gone.
Time for thi…↗
May 20
Wayne Liang — Institutions are focused on $SPCX. Retail should be focused on the proxies surrounding it.
You aren't going to get a good entry on $SPCX but you can absolutely print money using i…↗
May 20
Space Investor — $RDW: One of the biggest misinformed takes on Redwire last year was that the Edge Autonomy acquisition was somehow a bad deal, rushed by AEI before an exit.
Fast forward a few mon…↗
May 20
Space Investor — $RDW: Redwire just released it's Orbital Data Centers white paper titled: "Power and Thermal management for scalable architecture"
https://t.co/zpzpJdatNV https://t.co/gNGAnV20pV↗
May 20
Space Investor — $RDW: I still believe Redwire is materially undervalued here. To me, this looks more like a $25 stock than a $14 one.
Of course, I’ve been wrong before and will be wrong again. No…↗
May 20
Space Investor — $RDW / $VOYG
I love seeing two of my favourite companies working together to advance next-gen spacecrafts propulsion in VLEO 🤝↗
May 20
Space Investor — $VOYG / $RDW: Voyager Technologies was awarded a subcontract by Redwire, the prime contractor for the DARPA Otter program, to supply its high-precision Acceleration Measurement Sys…↗
May 20
Space Investor — $RDW: That award matters more than the dollar amount because training buys usually sit right before operational fielding expands.
This is typically a 3-step pipeline:
First, limi…↗
May 20
Space Investor — $RDW: Redwire announced today it has been awarded a $15 million follow-on order from the 1st Aviation Brigade, US Army Aviation Center of Excellence (AVCOE), for Redwire Stalker un…↗
May 19
Space Investor — $RKLB / $ASTS / $RDW
Which stock is most likely to 10x following the SpaceX IPO?↗
May 19
Space Investor — $RDW: Can we get the same level of celebration when the stock goes from -10% to flat, as we did yesterday after it went from +10% to flat?
Asking for a friend who studies market p…↗
May 19
Space Investor — $RDW : Few people know that Redwire is a strategic supplier for Blue Origin’s Blue Ring program.
They provide the ROSA wings, along with multiple Argus cameras and Low Voltage Dis…↗
May 19
Space Investor — $RDW: PENGUIN SERIES
A NATO ally has just purchased tens of millions worth of Penguin UAS. Here are its highlights and solid missions heritage. https://t.co/8eP52PgHsA↗
May 19
Space Investor — $RDW: YOU ARE NOT BULLISH ENOUGH
The pace of defense contracts awarded to Redwire has noticeably accelerated since the acquisition of Edge Autonomy in June 2025, culminating with…↗
May 19
Space Investor — $RDW: NEW MULTI-YEAR CONTRACT VALUED AT HIGH EIGHT-FIGURES 🔥🔥🔥
Redwire today announced that it has been awarded a multi-year contract valued at high eight-figures, through a co…↗
May 19
Dustin — $RDW This morning looked like textbook distribution. When a stock with an active $350M ATM spikes on sector hype (SpaceX) and prints 3x its average daily volume while aggressively…↗
May 18
Space Investor — What we’re seeing in space names right now is the market doing price discovery.
Volatility and volume spikes usually show up when a sector is shifting from niche into a mainstream…↗
May 18
Space Investor — $RDW: What a difference six months makes.
Conviction Pays 🫡 https://t.co/HlFWulTGlZ↗
May 18
Space Investor — $RDW: REDWIRE 101
With the surge of interest around Redwire, here’s my latest articles covering everything you need to know:
March 11 - Why AEI exit was Redwire green light
https…↗
May 18
Space Investor — $RDW: Bank of America increased its Redwire position from 89K shares to 6.82M shares this quarter.
That’s a 7,512% increase!
Current position value is nearly $100 million.
Insti…↗
May 18
InvestmentGuru — $RKLB $ASTS $RDW $PL $LUNR $SATL $SIDU $DXYZ $FLY $MDA $NASA $SATS
Space is one of my favorite sectors to concentrate on and accumulate before the expected SpaceX IPO event in Jun…↗
May 17
Space Investor — $RDW: Probably nothing... https://t.co/ksUGXQmPfU↗
May 17
Space Investor — $RDW: I’ve seen a lot of investors get shaken out of Redwire right before this 65% move in two weeks, largely because of a few large accounts pushing weak or outright false narrati…↗
May 17
Space Investor — @jrouldz @DeNebulord careful of listening to all the noise... $RDW is still one if the best space setup out there↗
May 17
Space Investor — $RDW: A bunch of new PIL-BOX microgravity experiments just arrived at the ISS.
• Aspera Biomedicines is flying its second cancer therapeutic investigation in space.
• Purdue Univ…↗
May 16
Space Investor — $RDW: Ever since Redwire touched $5 six months ago, it’s been my highest conviction stock and largest holding.
The stock is now close to 200% since then, and plenty of room to go.…↗
May 16
Mike Investing — SpaceX $SPCX is officially set to go public on June 12.
This will be the largest IPO in history, & will cause a total reprice amongst the entire space sector.
These are the criti…↗
May 16
Space Investor — WEEKLY PERSPECTIVE
With the big rally this week across the Space sector, here’s a look at the YTD returns across the industry, now that Q1 earnings season is behind us.
$SATL 402…↗
May 16
InvestmentGuru — SpaceX $SPCX IPO — June 12.
Biggest IPO in history. Know your map.
🛸 Launch
→ $RKLB $FLY
🛰️ Imaging
→ $PL $SATL $BKSY $SPIR $HAWK $GSAT
📡 Satellite Comms
→ $ASTS $IRDM $VSAT…↗
May 16
Space Investor — I am a huge fan of Elon. What he has built at Tesla and SpaceX is extraordinary.
But I will not buy SpaceX on IPO day.
A lot of the early hype will not come from price discovery.…↗
May 16
Shay Boloor — SpaceX is expected to IPO next month which could force the market to start treating space economy as foundational infrastructure with durable demand from both government & commerci…↗
May 15
Space Investor — $RDW: More PIL-BOX experiments just launched aboard SpaceX CRS-34 on its resupply mission to the ISS. https://t.co/YgIk7tr4RY↗
May 15
Space Investor — WHAT A WEEK 🚀
$VELO 39%
$SATL 31%
$AMPG 30%
$RDW 26%
$VOYG 16%
$RKLB 15%
$LUNR 15%
$SIDU 11%
$SPIR 8%
$FLY 8%
$ASTS 7%
$PL 6%
$BKSY 1%
$HAWK -1%
$VSAT -4%
$YSS -30%
Have a great…↗
May 15
Space Investor — $RDW: I don’t make price predictions often.
But $20 feels almost inevitable at this point.
See you there soon🫡↗
May 15
InvestmentGuru — Space sector just changed overnight.
Reports say SpaceX has chosen Nasdaq Composite for its IPO, with pricing expected as early as June 11 and trading potentially starting June 1…↗
May 15
Space Investor — $RDW: Redwire today, amid the sector-wide pullback.
We ride. 😅 https://t.co/Cd2uTRlWui↗
May 15
Space Investor — $RDW: Just finished transcribing my conversation with Peter Cannito, CEO of Redwire.
Easily my best interview with the company yet.
We covered everything: backlog, next-gen space…↗
May 15
Space Investor — $RDW: This week, I had the opportunity to speak with Peter Cannito, CEO and Chairman of Redwire.
In our discussion, he outlined Redwire’s vision for a Lunar Power Grid and the rol…↗
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $SATL $SIDU $PL $FLY
The space sector still feels like it’s in the early stages of a broader repricing cycle. As the market continues to look ahead to a po…↗
May 14
Space Investor — $RDW: Redwire CFO, Chris Edmunds echoed Peter Cannito’s vision for Redwire’s Lunar Power Grid, detailed yesterday our talk.
Worth a listen. https://t.co/1qZm7GyNTK↗
Space Investor — SELF PROMOTION POST 🙃
I’m definitely riding high today, feels like I might be the luckiest guy on X right now.
So apologies in advance for the victory lap post.
Earlier this ye…↗
May 14
Space Investor — $RDW : I’m suddenly getting a wave of DMs about Redwire.
Funny how quickly sentiment changes on a +25% day.
If you’re looking to learn more about the company, I’d start with yest…↗
May 14
Space Investor — $RDW: In hindsight, it always seems obvious.
We ride. https://t.co/eUzMdg2pvn↗
Space Investor — $RDW: Redwire is sending a new batch of pharmaceutical compounds targeting cancer, cardiovascular disease, and anti-aging research to the ISS.
Launch is scheduled tonight at 6:50…↗
May 13
Space Investor — $ASTS / $RKLB / $RDW
The real analysts are the ones grinding day in, day out searching for alpha, not Wall Street pushing lagging price targets after a single print and a 60-minut…↗
May 13
Space Investor — $RDW: Looking forward to my discussion this afternoon with Peter Cannito, Chairman and CEO of Redwire.
I'll ask him about Backlog, Andromeda, LRR program, the new ATM facility, Bl…↗
May 13
InvestmentGuru — Space sector still feels early IMO, especially if we eventually get a potential SpaceX IPO event in coming months.
I think $RKLB will continue to lead the sector, followed by nam…↗
May 12
Shay Boloor — CBO estimates U.S. Golden Dome missile-defense plan could cost $1.2T which is far above Pentagon’s $185B estimate.
The space-based interceptor layer alone (constellation of 7,800…↗
May 12
Space Investor — $RDW: Once again this quarter, I’ll have the privilege of speaking with Peter about Redwire’s latest results and newest company milestones.
Tune in tomorrow.↗
May 12
Space Investor — $RDW: Redwire’s backlog metrics were the standout of Q1 earnings.
$186.5M Q1 bookings
1.92x book-to-bill
Backlog up 21.1% to $498.1M
Demand acceleration is becoming hard to ignor…↗
May 12
Wayne Liang — Starlink V3 is being built with orbital data center capabilities (SpaceX is validating the entire space computing thesis).
Expanding on why each company from my earlier post matte…↗
May 12
Space Investor — $RKLB / $RDW
"Every major application driving the space economy, connectivity, computing, security, sensing, is power-limited today."↗
May 11
Space Investor — $ASTS: Stick around, the ticker matters here.
Back when execution algos were trader-driven, we controlled the variables: participation rate, order type, liquidity flags, VWAP/TWAP…↗
May 11
Space Investor — $RDW: Wednesday, I’ll be live on X with Peter Cannito, CEO of Redwire Corporation.
Don't miss it, set your reminder below.
https://t.co/0zbkVhOCYL↗
May 11
Dustin — $RDW Rocket Lab has soared and this company is basically no different than that company, but actually better since they do not rely on launches and supply companies that do. Was h…↗
May 11
Space Investor — $RDW Congrats on the 2-bagger.
Dec 5: $6
May 11: $12+
100% returns 6 months, and still running.
Conviction Pays 🫡↗
May 11
InvestmentGuru — Space
$RKLB
$SATL
$RDW
$ASTS
$LUNR
All looks good today↗
May 11
Space Investor — $RDW: Redwire positioning to build a Lunar Power grid.
Quotes from the Q1 Earnings Call:
"With the introduction of ELSA, our power product portfolio now spans the total addressab…↗
May 11
Space Investor — $RDW: Two analysts raise their PTs on Redwire following Q1 earnings.
Cannacord raise PT to $14 from $12
Jefferies raise PT to $13 form $12
Both keep BUY rating on the company. ht…↗
May 10
Space Investor — $RDW: "As to where we plan to invest, we are specifically increasing investment in six critical opportunities with outsized potential."
These opportunities include:
➡️VLEO in the…↗
May 9
Space Investor — WEEKLY PERSPECTIVE
After yesterday’s broad rally across the Space sector, here’s a look at the YTD returns across the industry, now halfway through earnings season.
$SATL 286%
$S…↗
Space Investor — It took me a while to circle back to this post, because I am not a fan of the "I told you so" game.
Back in January, I exited both $RKLB and $ASTS after strong runs. I had made li…↗
May 8
InvestmentGuru — Space sector playbook
$RKLB
$ASTS
$LUNR
$RDW↗
May 8
Space Investor — $RDW: As the Lunar economy starts taking shape, Redwire is positioning itself to become a meaningful player in the next wave of Moon infrastructure, logistics and commercialization…↗
May 8
Space Investor — $RDW: We did it!
Back over $10 https://t.co/5UXys5LiT9↗
May 8
Space Investor — $RDW: "In the call, Peter Cannito, chief executive of Redwire, noted that Redwire is part of NASA’s Commercial Lunar Payload Services (CLPS) contract, thanks to its 2020 acquisitio…↗
May 8
InvestmentGuru — $RKLB is no longer just a launch company. It’s becoming the vertically integrated backbone of the commercial and defense space economy — launch + satellites + components + laser co…↗
May 7
Space Investor — $RDW: Redwire is investing in all the right places.
Take out the IRAD spending and they’d already be EBITDA positive.
They are building for the future while the core business kee…↗
May 7
Space Investor — $RDW: Very solid earnings call.
The inflection point thesis remains intact, and we’re starting to see the company move out of the bottom of the J-curve.
Still as bullish as ever.…↗
May 7
AlmaCap — $RDW, as expected horrific earnings:
https://t.co/ihtlAIOHAb
I am avoiding this stock despite signals to go long.
Hope you did too.↗
May 6
Space Investor — $RDW: When in doubt, listen to @scotto2050 🫡↗
May 6
Space Investor — $RDW: Small miss, again...
But the bigger story is margins improving back above 25%, a record backlog, and reaffirmed guidance.
Best quarter in a year imo.
Nothing spectacular,…↗
May 6
Space Investor — $RDW: For the full year ended December 31, 2026, Redwire affirms that it is forecasting revenues of $450 million to $500 million.
"During the first quarter of 2026, Redwire’s focu…↗
May 6
Space Investor — $RDW: Redwire Corporation Reports First Quarter 2026 Financial Results, Achieves Record Contract Backlog With Significant Gross Margin Improvement
https://t.co/XGWEcm4doy↗
May 6
Space Investor — $RDW: Redwire entered into an equity distribution agreement to offer and sell shares of common stock at an aggregate offering price of up to $350,000,000 from time to time through…↗
May 6
InvestmentGuru — $ASTS $RKLB $LUNR $SIDU $SPIR $RDW $SATL $FLY all green today↗
May 6
Space Investor — $RDW : Redwire reports Q1 earnings today after the close.
Here’s a quick recap of what happened during the quarter.
🗓️Jan 27, Redwire announced it was awarded a contract for the…↗
May 6
Space Investor — $RDW: Redwire has successfully completed production milestones for two flight computers being developed for the European Space Agency’s (ESA) Rapid Apophis Mission for Space Safety…↗
May 6
InvestmentGuru — The space sector continues to pull back — and this is where smart money starts paying attention, not panicking. These are the phases where positions are built early, while sentimen…↗
May 5
Space Investor — $RDW: Redwire reports Q1 earnings after the close tomorrow May 6, how are we feeling?
Current WallStreet consensus:
EPS -0.15, Rev 105M↗
May 5
Space Investor — $RDW / $LUNR: SPACE SYSTEMS COMMAND TO MODIFY ANDROMEDA IDIQ, RAISE CEILING TO $6.24B FROM $1.84B
The effort covers systems engineering, design and prototyping, system build and i…↗
May 3
Space Investor — Q1 EARNING SEASON IS HERE
Here’s the current Wall Street consensus for your favorite space names heading into the prints.
$VOYG: EPS -0.61, Rev 35.21M
$FLY: EPS -0.51, Rev 77.08M…↗
May 3
InvestmentGuru — $RDW
The in-space manufacturing and spacecraft components play. Full-year 2025 revenue reached $335.4M, up 10.3%, with Q4 revenue jumping 56.4% to $108.8M — showing strong sequent…↗
May 3
Space Investor — $RDW: Redwire' Stalker featured in Forbes
The Marine Corps has just ordered a batch of stealthy Stalker drones. Although far smaller than the MQ-9 Reaper, new technology gives Sta…↗
May 2
Space Investor — Talent rotation is picking up in the microgravity pharma space.
Last week, @BioOrbitSpace brought on two key operators with deep ties to Redwire’s PillBox initiative:
• Molly Mul…↗
May 2
InvestmentGuru — 6 High-Conviction Sectors for the Next Market Cycle
The AI infrastructure buildout is expanding well beyond semiconductors. Here are six sectors I believe deserve serious attention…↗
May 2
Space Investor — Rarely seen a stock as hated as $RDW right now… then again, I've seen this plenty of time before.
2023: $RKLB was "a fake SpaceX"
2024: Starlink was going to crush $ASTS
2025: $…↗
May 2
Space Investor — Weekly Perspective
YTD returns across the space sector:
$SATL 266%
$IRDM 122%
$PL 81%
$BKSY 71%
$LUNR 43%
$FLY 42%
$RKLB 4%
$RDW 3%
$MDA 0%
$VOYG -4%
$YSS -5%
$ASTS -15%
$VELO -1…↗
Space Investor — $RDW: Redwire is advancing technologies to support the future needs of Lunar infrastructure.
Its Lunar ROSA systems is designed with retractable capabilities to help mitigate luna…↗
May 1
Space Investor — THE BEST OF THE BEST
Buy right & sit tight.
These six companies give you full exposure to the space economy.
AST SpaceMobile $ASTS
Intuitive Machines $LUNR
Planet Lab $PL…↗
Space Investor — $RDW: Did you know Redwire is bioprinting Organs in Space?
"We printed the first human meniscus in space, we've also printed live cardiovascular tissue on the ISS. And now we're w…↗
Apr 28
Space Investor — $LUNR / $RDW / $FLY
NASA to increase the CLPS contracts maximum ordering value from $2.6 billion to $4.2 billion.
In a special notice published on April 27th, NASA/JSC announced…↗
Apr 28
InvestmentGuru — Space sector — buyers stepping in
$RKLB $ASTS $LUNR $PL $RDW $SATL $SIDU watching closely
- Sector has been consolidating after a massive run
- SpaceX IPO narrative still li…↗
Apr 27
Space Investor — $RKLB / $RDW
April 27 (Reuters) - Meta Platforms (META.O), opens has signed an agreement with Overview Energy to secure power from the startup's space-based solar energy infrastru…↗
InvestmentGuru — Space Sector | Pullback = Opportunity
$RKLB $ASTS $RDW $SATL $SIDU
The space sector has taken a beating — and that’s exactly when you want your watchlist ready.
Most names in thi…↗
Apr 26
Space Investor — $RDW: I broke down Redwire using a simple sum-of-the-parts across its main business lines.
Even with conservative assumptions:
Spacecraft → ~$750M
Power & Solar → ~$750M
Space Ph…↗
Apr 26
Space Investor — A bit of perspective this moring
YTD returns across a few space companies:
$SATL +215%
$IRDM +119%
$SPIR +111%
$PL +74%
$BKSY +62%
$FLY +48%
$LUNR +43%
$RDW +7%
$RKLB +5%
$VELO…↗
Apr 25
AlmaCap — @RocketWolfe8786 See my posts on $RKLB and launch becoming a commodity.
$RDW is quite well vertically integrated so if they can sort out gross margins and execution then it could…↗
Apr 25
AlmaCap — If launch is being commoditised, where does the value go?
> Satellites, spacecraft, data, in-space services, ground stations, launchpads / spaceports...
https://t.co/Cdqe2R3C…↗
Apr 25
Space Investor — PRICE SHAPES NARRATIVE
My first 10x in space was Virgin Galactic back in 2020–2021.
At the time, it was supposed to redefine space tourism. The narrative was powerful, and the p…↗
InvestmentGuru — Red day across space names — and that’s where opportunity usually hides.
$RKLB $ASTS $LUNR $SATL $PL $RDW all pulling back together isn’t weakness in the story, it’s rotation and…↗
Apr 24
Space Investor — $RDW: I haven’t seen a single analyst report on Redwire address the impact of supplying ROSAs for Blue Origin’s Blue Ring.
Another example of institutionals being late to the stor…↗
Apr 24
InvestmentGuru — Space stocks are seeing some profit taking after a strong recent run, as traders lock in gains and momentum cools off short term.
This doesn’t change the bigger picture — the secto…↗
Apr 23
AlmaCap — @CdogrunTo For avoidance of doubt I do not recommend shorting $RDW, the Made in Space business could deliver insane results by itself.↗
Apr 23
AlmaCap — @LilyFunds I like $FLY btw and AE don't have the same Convertible preferred shares in them that they do have in $RDW, so feel more comfortable.↗
Apr 23
AlmaCap — @risktaker6666 Look at:
- Gross margins;
- Growth rate;
- Liquidity;
- Cash burn;
- Managements track record (guidance repeatedly missed and cut)
On all fronts $RDW is a bag holde…↗
Apr 23
AlmaCap — $RDW, I would stay away from this one, there is probably a reason AE Industrial has been trying to sell at any price...
- Satellite manufacturing business is extremely low margin;…↗
Apr 23
Space Investor — $RDW Alliance Global raised Redwire Price Target to $15 from $10.50 and keeps a Buy rating on the shares.
The firm argues Redwire is well positioned to be a long-term winner in th…↗
Apr 22
Space Investor — $RDW: AE selling isn’t a big deal.
There is huge demand for the shares (up 50%+ this month) while AE selling continues.↗
Apr 22
Space Investor — $RDW: Redwire breaking out, with 40M+ shares traded today.
It's time.↗
Apr 22
Space Investor — $RDW: All the FUD did nothing to shake my conviction.
Still holding every single share.↗
Apr 22
Space Investor — $RDW: Redwire today announced a multi-year marketing partnership with the Washington Commanders to support U.S. service members, veterans and their families. https://t.co/1SufOZ9ec…↗
Space Investor — $RDW: Backlog history & YTD awards
2026 is shaping up to be a true inflection point for Redwire!
🗓️Jan 27th: Redwire Selected for Missile Defense Agency’s $151 Billion Multi-Ven…↗
Apr 21
InvestmentGuru — Space names showing a premarket bounce. watching for upside continuation today — $ASTS $RKLB $SIDU $RDW $PL $SATL. If momentum and volume follow through, this sector can move fast,…↗
Apr 20
mon — Space stocks are taking a hit today.
1. Planet Labs $PL -3% 🔴
2. Intuitive Machines - $LUNR +1% 🟢
3. BlackSky $BKSY -0.98% 🔴
4. RocketLab $RKLB +3% 🟢
5. AST SpaceMobile $ASTS…↗
Apr 19
Mike Investing — The upcoming $2T SpaceX IPO is about to cause a generational rally amongst the full space economy…
Your chance to enter these space sector names below before they squeeze will end…↗
Apr 19
Space Investor — $RDW: REDWIRE DEEP DIVE (APRIL 2026)
A lot has changed in 3 months.
I added insights from my March 2026 conversation with Peter Cannito, plus fresh updates on ELSA, STAARK, QKD S…↗
Apr 18
Jason Luongo — Spacecraft & Launch Systems
• $RKLB ($84.42) — Only Western small-launch vehicle with proven orbital heritage. Neutron targeting first flight H2 2026. $816M Space Force NSSL contr…↗
Apr 18
InvestmentGuru — Space Infrastructure Stocks — Quick Take
$RKLB — Rocket Lab: Leading small-launch provider evolving into a full space systems company.
$SIDU — Sidus Space: Early-stage player focu…↗
Apr 17
Space Investor — A bit of perspective this morning.
Year-to-date returns across a few space stocks:
$PL: +95%
$BKSY: +87%
$FLY: +85%
$LUNR: +52%
$RDW: +24%
$VOYG: +17%
$YSS: +13%
$RKLB: +9%
$ASTS…↗
Apr 17
InvestmentGuru — It’s getting easier to see where the money is flowing, and right now Space is quietly regaining strength — despite recent consolidation, capital is rotating back into satellite, la…↗
Space Investor — $RDW: A lot of people are getting excited about Redwire lately.
I’ve started updating this deep dive with the latest developments, but in the meantime, this is still a solid overv…↗
Apr 16
InvestmentGuru — $RDW if you missed earlier https://t.co/MonnOZdeTd↗
Apr 16
InvestmentGuru — Space sector is on fire today
$RKLB
$SIDU
$SATL
$PL
$RDW
$ASTS↗
Apr 15
Space Investor — $RDW: Mike Gold, President of Redwire Space, just said the quiet part out loud.
"On the Moon, we are going to have these vertical solar array technology [that we are proposing], t…↗
Apr 15
Space Investor — $RDW: Redwire getting closer to powering infrastructure on the Moon.
Engineers from Lanteris and Redwire successfully tested the rollout of both wings of the Lunar Roll-Out Solar…↗
Apr 14
Space Investor — $RDW: Space Symposium – Live Stream Today
11AM
Beyond the Hype: Practical Adoption of AI for Space Business Operations
11:30PM
Powering Data Centers in Space
1PM
Biotech Beyond…↗
Apr 14
InvestmentGuru — Space sector keeps quietly accumulating strength
$RKLB $ASTS $LUNR $SATL $PL $RDW $SIDU $FLY
Every pullback getting absorbed — positioning continues to build while most of the ma…↗
Apr 14
Space Investor — $RDW: Redwire Awarded $20 Million in Follow-On Orders from Navy and Marine Corps to Deliver Stalker UAS Advanced Navigation and Standard Systems.
Redwire Corporation today announc…↗
Apr 13
Space Investor — $RDW: Redwire will be streaming all of these Space Symposium talks on their YouTube channel starting tomorrow.
A great chance to hear directly from the people shaping the future o…↗
Apr 13
Michael Sikand 🦑 — I just put 15% of my $5,000,000 fund in $FLY 🪰🌖
Firefly Aerospace is a misunderstood space stock trading 35% off its ATH with an extremely unique set of assets.
Here's why I th…↗
Apr 13
InvestmentGuru — Space is another strong sector
$SIDU
$SATL
$LUNR
$RKLB
$ASTS
$RDW
$PL↗
Apr 13
InvestmentGuru — $RDW is the “picks & shovels” of the space economy — not the flashy rocket launcher, but the mission-critical hardware inside every spacecraft. The SHIELD contract + Artemis + Spac…↗
Apr 12
KaizenInvestor — Some key catalysts I'm looking forward to in 2026-2027.
Q2 2026
- $POET: high-volume light source scaling.
POET unveiled its next-generation Starlight and Blazar hybrid external…↗
Apr 11
Space Investor — $RDW: Redwire updated its mission statement in its newly released annual report to shareholders.
"To profitably deliver innovative and reliable space, air, and spectrum technology…↗
Apr 11
Space Investor — @SpaceInvestor_ @NASAArtemis @USSpaceForce @SpaceX @hawkeye360 @Defiance_ETFs $RKLB multi-launches (3) agreement with iQPS.
$RDW & $LUNR selected for Andromeda $1.843B IDIQ
$VO…↗
Apr 11
InvestmentGuru — 10 small-cap momentum stocks across 2 high-beta sectors to watch and potentially hold 👇
$SPIR — satellite data + defense momentum
$SIDU — high-volatility space microcap
$SATL — s…↗
Apr 11
InvestmentGuru — Space sector playbook -
Launch
$RKLB — End-to-end space platform combining launch, satellites, and spacecraft components.
SpaceX (Private, IPO watch ~mid-2026) — Gravitational c…↗
Apr 10
Space Investor — $RDW: Redwire just filed its 2025 annual report.
Weekend reading, 132 pages.
h/t @mottbox_
https://t.co/bAGV8YDEW3↗
Apr 10
Space Investor — $RDW: Peter on CNBC this morning, sharing insights on the lunar economy, the commercialization of LEO, and a bit of everything in between. https://t.co/WfnKiZQz9J↗
Apr 10
AlmaCap — @RKLBMan I am not a fan of AEI, especially after the shit they pulled with $RDW. That said, there is a reason they brought RDW public via SPAC...↗
Apr 9
Space Investor — $RDW: Redwire contracts awarded trend.
Momentum is building. https://t.co/kFBm27jO79↗
Apr 8
Space Investor — $RDW / $LUNR: Redwire and Intuitive Machines, alongside other vendors including Anduril and BAE, were awarded spots on the $1.843B ceiling firm-fixed-price, IDIQ contract for the A…↗
Apr 8
Space Investor — $RDW: SPACEBEL has signed a contract with Redwire, in charge of a study to develop the preliminary spacecraft design for a Dark Matter Physics mission.
Planned for launch in the e…↗
Apr 8
InvestmentGuru — Photonics and Space are two of the strongest sectors to keep on watch right now:
Photonics —
$AAOI $COHR $LITE $POET
$MRVL $LWLG $TSEM $SIVEF $NOK $OPTX
Space —
$RKLB $ASTS $SATL…↗
Apr 8
InvestmentGuru — Space is emerging as one of the strongest sectors right now
$RKLB $ASTS $SATL $SIDU
$RDW $PL $FLY $LUNR $SPCE
Momentum + narrative + low floats = explosive setups.
Keep thi…↗
Apr 7
Space Investor — $RDW: Another stunning shot captured by Redwire’s cameras↗
Apr 7
Space Investor — $RDW: Redwire today announced the company has opened an office in the United Kingdom to directly support current and future programs under the UK Ministry of Defence (MOD), ensurin…↗
Apr 7
InvestmentGuru — Space is one sector to concentrate
$RKLB
$ASTS
$SIDU
$SATL
$SPCE
$PL
$RDW
$LUNR
$FLY↗
Apr 6
Space Investor — $RDW: Redwire's Solar Array Wing Cameras on Orion took this epic shot of the Lunar flyby.↗
Apr 6
InvestmentGuru — The space sector is entering a
full re-rating phase
$RKLB
$ASTS
$RDW
$LUNR
$FLY
$PL
$SATL
$NASA
$SIDU↗
Apr 3
Space Investor — $RDW: Redwire built the solar array wing cameras (SAW cameras) on NASA's Orion for Artemis II.
They built the full Orion Camera System (11 cameras total, including the wireless o…↗
Apr 3
Space Investor — $RDW: In 2025 alone, Redwire delivered personalized UAS training for 23 customer entities across seven countries. In 2026, the capacity for customer training is expected to increas…↗
Apr 2
Space Investor — A week ago, I flagged $RDW, $VOYG, and $LUNR as overlooked names with significant short term upside.
The thesis was simple:
The Street hadn’t digested the Lunar Base narrative, N…↗
Apr 2
Space Investor — $RDW secured an ESA contract to build a quantum key distribution satellite under the QKDSat program.
This is exactly the kind of hack proof comms that governments and militaries w…↗
Apr 2
Space Investor — $RDW: Redwire Awarded Contract to Deliver Quantum-Secure Spacecraft for European Space Agency's QKDSat
Redwire will manufacture and deliver its European-built Hammerhead spacecraf…↗
Apr 1
KawzInvests 🦑 — Worst price action in months. Best news day the space sector has ever had.
$ASTS: -30% from ATH
$RKLB: -30% from ATH
$RDW: -35% from ATH
$PL: -15% from ATH
Today SpaceX confid…↗
Apr 1
Wayne Liang — Beautiful close yesterday on the space sector - $FLY $SATL $RDW $BKSY and more. Love watching new traders overreact when names are being oversold.
Onwards! https://t.co/poWcG2S4Ko↗
Apr 1
Space Investor — $RDW: Redwire today announced that its advanced optical imaging and sun sensor technology will launch on board the Orion spacecraft as part of NASA’s Artemis II mission, the first…↗
Apr 1
Space Investor — $RDW: Redwire providing imaging and navigation for humanity's return to the Moon.↗
Space Investor — $RDW: Artemis II crew will be going around the Moon in the Orion spacecraft, and Redwire is central to the mission's success.
Redwire provides the critical visual and navigational…↗
Mar 25
Space Investor — $RDW: Yesterday’s $12.8 million contract to deliver ELSA wings to Moog for its METEO bus marked the first commercial sale of Redwire’s new solar array product.
This likely marks t…↗
Mar 25
Space Investor — $RDW: Redwire is a key supplier on one of the most important planetary defense missions ever flown.
ESA’s Hera spacecraft just completed a major deep-space maneuver and remains on…↗
Mar 25
Space Investor — $RDW: Honeywell Aerospace is among the first Tier 1 suppliers to sign a framework agreement of this nature with the DoW.
In Sept 2025, Redwire and Honeywell announced a Memorandu…↗
Mar 24
Space Investor — $RKLB / $LUNR / $RDW / $VOYG
NASA just handed the commercial space industry its biggest procurement signal in decades.
We are going back to the Moon, and this time to stay. https…↗
Mar 24
Space Investor — $RDW: "Solar is the name of the game"
Astrobotic was awarded a contract from NASA in 2021 to create initial designs for vertical solar array technologies and a follow-on contract…↗
Mar 24
Space Investor — $RDW: Last sentence of this morning' announcement:
"Redwire is also manufacturing multiple arrays for Thales Alenia Space’s Space INSPIRE satellites and Blue Origin’s multi-orbit…↗
Mar 24
Space Investor — $RDW: Awarded a $12.8 million contract for ELSA.
Redwire today announced it has been awarded a $12.8 million contract to deliver Extensible Low-Profile Solar Array (ELSA) wings to…↗
Mar 22
Space Investor — $RKLB / $RDW / $ASTI
EVERY space-solar capable company will need to contribute to make this happen.
A terawatt of power isn’t built by one player.↗
Mar 22
KaizenInvestor — SpaceX has an estimated revenue of $15.5 billion in 2025.
The $2 trillion IPO would put the P/S at 129.
P/S of other space companies
$RKLB: 63
$PL: 27
$RDW: 5.5
$SATL: 28
$BKSY…↗
Mar 20
Space Investor — $RDW: Space Race 2.0
In this CNN segment, Redwire Space President Mike Gold explains why we need to reach the Moon first. https://t.co/ZhMSW9Bm05↗
Mar 20
Space Investor — Blue Origin just announced a Near-Earth Objects (NEO) Hunter mission concept for planetary defense using Blue Ring.
NEO Hunter aims to detect, assess, and even redirect hazardous…↗
Mar 19
Space Investor — $RDW: Redwire and partners advancing cancer research in microgravity.
Expedition 74 flight engineer is operating a Redwire PIL-BOX to study a potential cancer "kill switch" therap…↗
Mar 19
Space Investor — $RDW: A lot of people ask me to transcribe my conversations with industry leaders so they can study them more deeply or translate them into their own language.
It takes time, but…↗
Mar 18
Space Investor — $RDW: Redwire is powering the most extraordinary engineering achievements in human history.
Everyone’s asking who will power the next wave of orbital data centers.
Meanwhile, on…↗
Mar 18
Space Investor — $RDW: Stalker surpassing endurance and aircraft elevation expectations without incident.
Trainees praised the Stalker’s adaptability and exceptional ease of use, as well as its ea…↗
Mar 18
Space Investor — $RDW: NASA astronauts will conduct a pair of spacewalks beginning Wednesday, March 18, outside of the International Space Station to prepare for the installation of two roll-out so…↗
Mar 17
Space Investor — $RDW: As Air Force assistant secretary for acquisition and integration, Calvelli has been responsible for all Space Force-related spending in the past, which came to approximately…↗
Mar 17
Space Investor — $RDW: Redwire Elects Frank Calvelli to Board of Directors
Calvelli previously served as Assistant Secretary of the Air Force for Space Acquisition and Integration and was the Pent…↗
Mar 16
KaizenInvestor — @JasonL_Capital Funny thing is that I see a lot of posts about $NVDA going to space with $RKLB, $RDW and $ASTS tags… almost no one talking about $PL, while they are the ones with t…↗
Mar 16
Space Investor — The power backbone of the space economy comes down to few companies.
High-efficiency solar cells:
• Boeing (Spectrolab)
• $RKLB (SolAero)
Deployable arrays:
• $RDW (ROSA/ELSA)
•…↗
Mar 16
Space Investor — $RDW: Can you spot Redwire
NVIDIA Founder and CEO Jensen Huang’s thanks partners during his opening talk. https://t.co/uwdzRxGBpc↗
Mar 16
Space Investor — $RDW
The pressure is stacking at $10.
AE continues to divest at this level and cap the stock for now.
Once that supply clears (soon), this will be fun to watch. https://t.co/LC…↗
Mar 16
Space Investor — $RDW: Awarded Prime Contract to Build First National Security Satellite for Belgian Defence
Redwire today announced it has been awarded a prime contract by Belgian Defence to buil…↗
Mar 14
Mike Investing — The $1.75 trillion SpaceX IPO is now only 3 months away…
Leading to this event will cause space names to see euphoric upside just like $SNDK & $MU have seen.
These are the 5 spac…↗
Mar 13
Space Investor — Traditionally, heat shields are rigid, heavy tiles or structures built into the shape of the craft.
In this test, Redwire tested a deployable aeroshell, basically a heat shield t…↗
Mar 13
Space Investor — $RDW: The capability supported Ivy Sting 5 by feeding persistent aerial surveillance into Next Generation Command and Control systems, enhancing situational awareness and decision-…↗
Mar 13
Space Investor — $RDW: I bet you didn’t have fully functional quantum-secured satcom on your 2026 bingo card for Redwire.
This company is seriously underrated.↗
Mar 13
Space Investor — $RDW: A fully functional quantum-secured satellite communication systems by mid-2026.
During our discussion yesterday, Peter Cannito, Chairman and CEO of Redwire, highlighted QKDS…↗
Mar 12
Space Investor — @MambaHarveyInc @FranciscoSpace5 AE created $RDW in 2020, vs bought $FLY in 2022
Redwire been public since 2021, Firefly is a fresh IPO.
Private Equity typical holding period is…↗
Mar 12
Space Investor — $RDW: A lot of great insights from Pete in this discussion.
• Redwire still deeply involved with Blue Origin on the Blue Ring spacecraft.
"As they scale, we scale"
• AE Industri…↗
Space Investor — $RDW: Redwire is extending their flight heritage into new architectures to support Orbital Data Centers.
As per MACH33: "Redwire shows how an incumbent can adapt to this architect…↗
Mar 12
Space Investor — ORBITAL COMPUTE SUPPLY CHAIN - MACH33
Look for $RDW, $RKLB & $PL 👀 https://t.co/fGpss7fy03↗
Mar 12
Kevin Maro — @SpaceInvestor_D Didn't he pull off an epic rugpull two reports ago or so? like it was really bad and you denounced $RDW - what changed?↗
Mar 11
Space Investor — $RDW : Looking forward to a great discussion with Peter Cannito, CEO and Chairman of Redwire.
Tomorrow, don't miss it.
https://t.co/aFUQJu8clW↗
Mar 11
Space Investor — $RDW
AE Industrial Partners selling Redwire shares in early 2026: warning sign or a coiled-spring opportunity?
I lean toward the second.
The clue lies in understanding the J-cur…↗
Space Investor — $RDW: CUSTOMERS
As the space economy grows, Redwire grows with it.
That’s inevitable. https://t.co/AoKbLYL8TJ↗
Mar 11
Space Investor — $RDW
Redwire today announced that NASA has awarded the company an additional $4 million to support new drug development investigations on the International Space Station (ISS) usi…↗
Mar 10
Space Investor — $RDW: ALTIUS two solar panels were deployed successfully during testing, a critical step in preparing it for life in orbit.
Redwire is a prime contractor for the European Space Ag…↗
Space Investor — $RKLB / $RDW / $ASTI
Exciting time for space-based solar power.↗
Mar 9
Space Investor — $VOYG: Voyager made a strategic investment in MaxSpace to advance their broader Lunar roadmap.
Did I spot $RDW's Roll-Out Solar Arrays in the video?
Would make sense considering…↗
Mar 9
Space Investor — $RDW
TRUIST UPGRADED REDWIRE TO BUY FROM HOLD WITH A PRICE TARGET OF $15 (FROM $13).
The improving mix and progress on programs, as well as further progress on development progra…↗
Mar 7
Space Investor — $RDW: Thursday, I'll be Live on X with Peter Cannito, Chairman and CEO of Redwire.
We’ll cover the recent Q4 earnings and discuss what’s next.
Don't miss it, set your reminders…↗
Mar 7
Space Investor — @DaSteeringWheel I like $FLY, but it's expensive, trading at 10x price to sales FY2026, vs 2x for $RDW.↗
Mar 7
Space Investor — No need to pay management fees.
Equal-weight these six positions for broad exposure to the coming Space Age.
$ASTS AST SpaceMobile
$RKLB Rocket Lab
$RDW Redwire
$VOYG Voyager Tec…↗
Mar 6
Space Investor — $RKLB / $RDW / $ASTI
We are at an inflection point for space-based solar power.
Demand for power in orbit is accelerating, driven by next-gen infrastructures (orbital data center…↗
Mar 5
Space Investor — $RDW: Redwire delivered 4 ROSA wings for Blue Origin' Blue Ring pathfinder mission in January 2025.
On the Q4 call last week, management emphasized that the shift from development…↗
Mar 4
Space Investor — $RDW: Redwire Defense drones compatible with Anduril's Lattice... I like that!
"Instead of a restricted point-to-point link, Stalker populated into Anduril's Lattice mesh network…↗
Mar 4
Space Investor — I see the same comments on every $RDW post.
Saw them in 2023 with $RKLB, in 2024 with $ASTS, in 2025 with $PL.
If it were obvious, the Alpha would be gone.
The market doesn’t pa…↗
Mar 4
Space Investor — $RDW: The acceleration of the Artemis schedule, aiming for four missions by the end of 2028, fundamentally changes Redwire’s operational profile for the missions:
Redwire's contra…↗
Mar 3
Space Investor — $RKLB / $RDW / $ASTI
The U.S. space-based solar power market valued at USD 1.09 billion in 2025 is projected to grow at a 12.63% CAGR from 2026 to 2035, reaching USD 3.59 billion.…↗
Mar 3
Space Investor — $RDW
"Demand for power in space is already robust and will only continue to grow at a rapid pace.
We’re eager to leverage the singular success and flight heritage of ROSA to su…↗
Mar 2
Space Investor — $RDW
Redwire is building the future of multi-domain defense operations.
🤝↗
Mar 1
Space Investor — $RDW
Love seeing the sudden wave of posts about Redwire this weekend.
Interesting how sentiment shifts. For months it was dead.
Now the timeline, the backlog, the defense angle…↗
— @Yeah_Dave @FranciscoSpace5 Needs clarification, $RDW get their cells from Boeing Spectrolab. Redwire did include cells from $RKLB for Gateway only because Maxar was dealing with S…
Space Investor — A month later,
$RDW -> ELSA
$RKLB -> Silicon solar arrays
$ASTI -> New mission in March↗
Feb 27
Space Investor — $RDW
Alliance Global raise PT to $10.50 from $9 https://t.co/hiEE4qtKYS↗
Feb 26
Space Investor — BLUE ORIGIN INTRODUCING BLUE RING, A HIGHLY MANEUVERABLE, MULTI-DESTINATION SPACECRAFT FEATURING ROSA WINGS BY REDWIRE.
It maneuvers, hosts, and deploys payloads and infrastructur…↗
Feb 26
Space Investor — $RDW
Don't forget ELSA already had a sort of demo mission with Maxar’s Ovzon 3 communications satellite (GEO orbit), launched in January 3, 2024.
Two 5-kW (small) ROSA wings dep…↗
Feb 26
Space Investor — $RDW
This morning I’m seeing two scenarios:
You sold afterhours at a loss because you listened to randos who looked at the company for 5 minutes.
You held because you actually d…↗
Feb 26
Space Investor — One of the best $RDW earnings calls in the past year.
Management did a strong job clearly outlining the opportunities coming into focus and how the pieces are starting to connect.…↗
Feb 26
Space Investor — $RDW
Redwire is introducing ELSA, their new low mass flexible solar array engineered for high performance, low-mass, providing more power by volume than traditional arrays.
Engin…↗
Feb 26
Space Investor — $RDW
Tune in with me for Redwire’s Q4 Earnings Call 👇
9AM ET.
https://t.co/ko6qiinG5s↗
Feb 26
Space Investor — $RDW
Near term revenue will likely remain lumpy as contracts convert and platforms scale. Once again, financial results were hit by negative impact from EAC adjustments that were…↗
Feb 25
Space Investor — $RDW Q4 Earnings first pass
Headline numbers don’t look good at first glance. Revenue softness during the quarter will grab attention.
But FY26 guidance is solid and backlog at r…↗
Feb 25
KaizenInvestor — $RDW mixed report perfectly explains today's 5% drop. While delivering a massive top-line beat, hitting $335M in 2025 revenue and forecasting up to $500M for 2026.
The bottom line…↗
Feb 25
Space Investor — Being a contrarian means going against the grain and questioning the consensus.
They were wrong in 2023 about $RKLB
They were wrong in 2024 about $ASTS
They were wrong in 2025 abo…↗
Feb 25
Space Investor — $RDW | Q4 & FY25 Earnings Day
Looking forward to updates on:
• VLEO mission status
• US Army LRR program
• Blue Origin partnership
• iROSA & ROSA momentum
• MDA SHIELD ID…↗
Feb 24
Space Investor — Redwire reports Q4 and full year 2025 earnings tomorrow after the bell.
I've been publicly bullish through peak pessimism, so my DMs are full of the same question:
"How are you p…↗
Feb 24
Space Investor — $RDW
Bullish options positioning ahead of tomorrow’s Q4 earnings release.
Calls outnumber Puts by ~4:1. https://t.co/q79c5qjRLP↗
Feb 24
Space Investor — Redwire's role in Blue Ring is a big deal because it supplies the critical power and sensing subsystems that enable the platform capabilities.
Tory Bruno noted ongoing application…↗
Feb 24
Space Investor — Secretary of War Pete Hegseth said it best:
"Every domain could potentially be kinetic, it could be offensive or defensive"
$RDW is the only company delivering a multi domain def…↗
Feb 23
Space Investor — $RKLB / $RDW / $ASTS / $VOYG
Golden Dome is getting serious funding.
Big ticket items:
• $7.2B sensors
• $5.6B interceptors
• $2.0B for AMTI satellites
• $2.55B missile defense…↗
Feb 23
Space Investor — Eli Lilly is the leader in weight loss drugs, and in 2024 they partnered with $RDW to use its in space pharmaceutical manufacturing platform, PIL-BOX.
Lilly researchers ran experi…↗
Feb 23
Space Investor — The collaboration between Redwire and $VOYG is compelling.
As Starlab Space Station advances through its milestones, $RDW role and integration within the program gets unlocked.
R…↗
Feb 23
Space Investor — Big Earnings Week for Space
Feb 25: $RDW
Feb 26: $RKLB, $BKSY
Feb 27: $GSAT↗
Feb 22
Wayne Liang — Anthropic and SpaceX IPO are going to be seismic events for the market. We'll see an influx of money into those sectors.
Aerospace & Space Tech:
$RKLB
$ASTS
$SATS
$PL
$RDW
AI In…↗
Feb 22
Space Investor — The bottleneck for Orbital Data Centers is Power, Radiation, Bandwith and Thermal dissipation.
Here are the strongest listed names with proven backlogs in powering space infrastru…↗
Feb 22
Space Investor — REDWIRE GLOBAL DEFENSE FOOTPRINT
🇺🇸 Supporting the U.S. Army’s Long-Range Reconnaissance (LRR) program with the Stalker UAS, currently in prototype phase for operations in auste…↗
Feb 22
Space Investor — $RDW
Great view of Redwire's ROSA arrays, as Crew 12 approached the ISS.
https://t.co/FYGXkbudDw↗
Feb 21
Space Investor — That's a common misconception. I don't flip core positions every two months.
I trade around macro and geopolitical noise when it aligns with my long term space thesis. Both can co…↗
Feb 21
Space Investor — $RKLB / $RDW / $VOYG / $ASTS
"1.5 trillion dollars for our defense spending in fiscal year 2027"↗
Feb 20
Space Investor — $RDW
Under contract with Lockheed Martin, Redwire developed and delivered the Orion Camera System, a suite of 11 internal and external cameras, including wireless units mounted on…↗
Feb 20
Space Investor — $RDW
In the last 24 hours, people have uncovered more than $105M in orders for the Vx30 drone from Edge Autonomy, now part of Redwire Defense.
The image below shows orders routed…↗
Feb 19
Space Investor — 2026 is shaping up to be a pivotal year for Blue Origin as they ramp up New Glenn launches, expand in-space infrastructure with Blue Ring, and close in on their first Blue Moon lun…↗
Feb 18
Wayne Liang — There are many 10x trades incoming.
Look at what happened on the last:
$MSTR Monthly BD: 1000% gain.
$ONDS Weekly BD: 1800% gain.
$CIFR Weekly BD: 1700% gain.
$IREN Weekly BD: 18…↗
Feb 17
Space Investor — $RDW
Redwire is reporting about two weeks earlier than last year.
2024: March 14.
2025: March 10.
2026... Feb 25.
An earlier report could mean something is cooking, but ultimat…↗
Space Investor — Since Grok is supposedly the best AI at predicting the future, I asked for year-end price targets on these stocks.
For fun only, not investment advice. Let me know if you got simi…↗
Feb 17
Space Investor — Endurance is Blue Origin’s first Blue Moon Mark 1 (MK1) lunar cargo lander.
Redwire is a Tier 1 supplier for the Blue Ring program.
Because Blue Origin uses a modular architectu…↗
Feb 16
Space Investor — @bushcubed $RDW never bid on this high-volume "kamikaze" <$5K per unit Phase 1 of the Drone Dominance program.
Do your homework.↗
Feb 16
Space Investor — Just imagine what this could mean for $RDW long-range drones, and even as a secondary power source for their VLEO orbital drones.
A real possibility, especially since both compani…↗
Feb 16
Space Investor — $RDW
Redwire's been focused on creating thin-film semiconductor in microgravity for years.
Back in Feb 2024, MSTIC (Manufacturing of Semiconductors and Thin-film Integrated Coat…↗
Feb 15
Space Investor — $RDW
Latest 13F filings (as of 12/31) show strong accumulation of Redwire shares by institutional investors.
BlackRock 5.95M shares +48%
State Street: 4.7M shares +61%
Vanguard:…↗
Feb 14
Space Investor — SPACE STOCKS: Only the very best.
End-to-End $RKLB
Lunar Services $LUNR / $FLY
Infra & Defense $RDW / $VOYG
Comms $ASTS / $AMPG
Earth Observation $PL / $BSKY
Sats & Robo…↗
Feb 13
Space Investor — MarketBeat: 10 space stocks that could 10x in the next five years.
Very shallow analysis, but the more exposure for space companies, the better.
1. $VOYG
2. $ASTS
3. $RKLB
4. $LU…↗
Feb 13
Space Investor — $RDW
While AE is divesting its shares, major asset managers are loading up, according to the latest 13F filings:
BlackRock: 5.96M shares
Vanguard: 4.49M shares
Voya: 3.23M shares…↗
Feb 12
Space Investor — $RDW
You get all this for a $1.3B market cap.
I don't care about the short term noise, this could be the opportunity of the decade.↗
Feb 12
Wayne Liang — $RDW sitting at the bottom of the gold zone. Would like to see how this week plays out. Either we get a quick trade in, bouncing off support next week, or we wait and let it pull b…↗
Feb 11
Space Investor — $RDW
Redwire's Stalker provides the US Secret Service with a tactical advantage to identify threats, mitigate vulnerabilities, and create secure environments in support of its mi…↗
Feb 10
Wayne Liang — Want to make $1 Million this year?
Take advantage of pullbacks.
And add these to your watchlist:
$IREN is a $100 company, trading at $45.
$CIFR is a $50 company, trading at $18.…↗
Feb 10
Space Investor — $RKLB / $RDW / $VOYG
Time for new Defense Primes https://t.co/1It9WQuzt0↗
Feb 10
mon — List of stocks to add to your watchlist:
Space: $ASTS, $RKLB, $PL, $RDW
Data Center: $IREN, $CIFR, $NBIS, $WULF
Solar: $ENPH, $TE, $ASTI, $SEDG, $CSIQ
Rare Earth: $UAMY, $UUUU, $N…↗
Feb 9
Space Investor — $RDW 🤝 Blue Origin
Blue Origin is the only US Space Prime positioning itself to seriously compete with SpaceX across Launch, Lunar missions, and Space Infrastructure.
BO select…↗
Feb 9
Wayne Liang — Don't brush $RDW under the rug. The moment it starts looking good on the Weekly, I'll be sizing in. Feels like when we found $ONDS at $0.83. Bullish on both. https://t.co/H15OcbSRR…↗
Feb 9
Space Investor — $RDW
While the Moon takes center stage in 2026, Redwire is set to help build the infrastructure on it. https://t.co/kJeHrJQgid↗
Feb 9
Space Investor — The Moon is the focus this year.
•Artemis II
•Blue Ghost II / $FLY
•IM-3 / $LUNR
...And $RDW is providing critical technology powering all three missions.↗
Feb 8
Space Investor — Over the last 12 months, Goldman Sachs Space Basket has outperformed both the Defense and Industrials sector by roughly 2x.
Top 5 companies by weight: $LUNR, $RDW, $FLY, $ASTS, $S…↗
Feb 8
Wayne Liang — Countless millionaires were made in 2025 based off my top picks that hit 10x...
For 2026, prioritize these in your portfolio:
1. $ONDS
2. $RDW
3. $ASTS
4. $RKLB
5. $IREN
6. $CIFR…↗
Feb 8
Space Investor — $RDW
My feed is full of people missing the point about Redwire' $250M ATM.
Many skipped buying at $5 because of "dilution" fear.
Now the stock sits at $10.
In space, returns fo…↗
Feb 7
Space Investor — NEW PORTFOLIO ALLOCATION
As of today, here’s my updated allocation (rounded for simplicity):
25% $RDW
15% $LUNR
15% ETH
10% $RKLB
10% $AMPG
5% Dopamine basket: $ASTI, $MNTS, $SYP…↗
Feb 7
Space Investor — $RDW
"The plan includes deploying more than 100 encrypted military satellites under the SATCOM Stage 4 program, alongside intelligence, reconnaissance, and space based sensor syst…↗
Feb 7
Wayne Liang — $RDW is in the same boat as most tickers right now. Slight relief bounce off support, but Weekly isn't the most appealing at the moment.
Will size in the moment that flips. https:…↗
Space Investor — $RKLB / $RDW / $LUNR / $VOYG
The House Committee unanimously approved the NASA Reauthorization Act of 2026.
This bipartisan bill authorizes approximately $24.5B for NASA for FY 2…↗
Feb 4
Space Investor — $RDW
After 4 years of digging into Redwire, I’ve finally put everything together.
This is by far my most complete deep dive yet.
Hope you enjoy reading it as much as I did putti…↗
Feb 4
Space Investor — $RKLB / $ASTS / $RDW / $VOYG
The FY26 defense bill makes one thing clear: Space is now core to national security.
The funding package passed provides a $839B discretionary toplin…↗
Feb 3
Space Investor — $RKLB / $RDW / $ASTS / $VOYG
"This is the strongest validation yet that space will be the backbone of the next wave of AI"
Global investment in space technology is poised to clim…↗
Feb 2
Space Investor — "Next-Gen sensors" $RDW ✅
"See every threat" $ASTS ✅
"Interceptors" $VOYG ✅
"Hypersonics" $RKLB ✅↗
Feb 2
Space Investor — $RDW
Redwire featured in FastCompany Magazine. https://t.co/plUWgnFkNd↗
Feb 1
Space Investor — $RDW
Redwire is the power backbone of humanity’s next chapter in space.
…and the market is still pricing it like it’s just another shovel seller.
This gap won’t last forever.↗
Feb 1
Space Investor — $RDW
NASA is trusting Redwire with the "Eyes of Orion".
Artemis II, the first crewed mission of the Orion spacecraft, is now targeting February 8.
The Orion Camera System, known…↗
Feb 1
Space Investor — Redwire continues to push pharma innovation beyond Earth.
On Jan 30th, they received a supplemental agreement under their $25M NASA JSC IDIQ contract covering ISS biotech and on-o…↗
— (5/8) Starlab Space Station
🗓️Formalized in 2024–2025, Redwire was selected as a key supplier for the Starlab commercial station, a joint venture between $VOYG and other primes.…
Space Investor — (3/8) NASA Lunar Gateway
🗓️In 2019, $RDW got an award to build the solar wings for the Power and Propulsion Element (PPE), the first module of NASA’s Lunar Gateway.
These are t…↗
Jan 31
Space Investor — (2/8) International Space Station
🗓️In 2021, $RDW was contracted by Boeing to provide a series of "augmentation" arrays to boost the aging power system of the ISS.
The original…↗
Jan 31
Space Investor — $RDW
Redwire Roll-Out Solar Array (ROSA) is the industry benchmark for high-performance space power.
With demand surging for massive in-space solar systems from orbital data cent…↗
Jan 31
Space Investor — $RDW / $RKLB / $ASTI
Orbital data centers are coming, and a lot of companies stand to benefit from the trend.
SpaceX just filed a request with the Federal Communications Commissi…↗
Jan 30
Space Investor — 2026 has barely started and space stocks are already taking off.
YTD returns after 1 month:
$SATL 146%
$RDW 54%
$ASTS 53%
$MDALF 46%
$PL 27%
$BKSY 18%
$VOYG 17%
$LUNR 17%
$RKLB…↗
Jan 30
Space Investor — $RKLB / $RDW
"A transcontinental railroad to Mars."
I know one or two companies that could help.↗
Jan 30
Space Investor — $RDW
Redwire is building the primary power generation for NASA’s Gateway lunar space station.
These massive roll-out wings are among the largest and most powerful solar arrays ev…↗
Jan 29
Space Investor — $RDW
Redwire earned the second-largest weighting in Goldman Sachs newly launched custom space industry basket. https://t.co/gwl9BOdl6Y↗
Jan 29
Space Investor — $RDW
"We like to say that we provide the fundamental building blocks of space, those core subsystems and components that every space mission needs, whether it's commercial, civil…↗
Jan 29
Mike Investing — The White House is betting Trillions on these 5 sectors for 2026…
Space ~ $ASTS, $RKLB, $RDW, $PL
AI ~ $IREN, $CIFR, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Energy ~ $EOSE, $…↗
Jan 28
Wayne Liang — You can turn $100K into $1M this year.
Just follow the right traders on X.
Last year, I called out:
$ONDS at $0.83 (up 1,445%)
$CIFR at $3.01 (up 525%)
$IREN at $6.30 (up 877%)…↗
Jan 28
Space Investor — $RDW
Redwire price target raised to $20 from $15 at Roth Capital
The company has announced it has secured part of a defense contract award relating to the government's Golden Dom…↗
Jan 27
Space Investor — Scott is one of my favorite people on this platform. He does solid, detailed valuation work.
He was also one of the few who didn’t trash me for buying $RDW around $5 a couple of w…↗
Jan 27
Space Investor — $RDW
HC Wainwright with a Street high of $22 https://t.co/vRAnkBecre↗
Jan 27
Space Investor — Street check on space stocks. 👇
WallStreet's been late on space names, so read accordingly.
Covering: $ASTS, $RDW, $RKLB, $VOYG, $PL, $LUNR↗
Jan 27
Space Investor — $RDW
Happy bagger day to those who celebrate.
Hard not to smile when the thesis plays out that quick 🙌↗
Jan 27
Wayne Liang — We love good news mornings, $RDW. https://t.co/0dVgvVsIJb↗
Jan 27
Space Investor — $RDW
We ride. 🏄♂️ https://t.co/xl1V7BEMEW↗
Jan 27
Space Investor — $RDW
Redwire today announced it was awarded a contract for the Missile Defense Agency Scalable Homeland Innovative Enterprise Layered Defense (SHIELD) indefinite-delivery/indefini…↗
Jan 27
Dustin — $RDW this is probably the most volatile name I’ve ever seen in this price range lol
Actually this and $ONDS
With that being said, I think both of these are BULLISH tomorrow.
Li…↗
Jan 26
Space Investor — $RDW
The Department of War just featured an Edge Autonomy Stalker VXE30 in this video posted earlier today.
It's proof that Redwire's $900M+ bet on Edge Autonomy is already payin…↗
Jan 26
Space Investor — @TheRealMaqbull I like it as a turnaround story long term, but I prefer $AMPG and $RDW right now at these levels.↗
Jan 26
Space Investor — $RDW
Congress securing budget for NASA de-risks Redwire’s existing backlog and creates a clear tailwind for new wins in lunar construction and satellite infrastructure.
Reminder…↗
Jan 26
Dustin — $RDW vs. $ONDS
Redwire (RDW) /Ondas Holdings (ONDS)
Market Cap
~$2.07 Billion/ ~$4.93 Billion
Revenue
(Q3 2025) $103.4 Million /$10.1 Million
Rev. Growth (YoY)…↗
Jan 26
Space Investor — $RDW
"While an impressive start to the year, we see material upside from current levels as shifts in the geopolitical landscape position the business for a material increase in re…↗
Jan 25
Mike Investing — These 3 sectors will dominate the markets in 2026:
1. AI compute & Infrastructure ~ $IREN, $NBIS, $CIFR, $ZETA, $AMD, $MU, $NVDA, $ASML
2. Robotics & Drones ~ $ONDS, $TSL…↗
Jan 25
Space Investor — ON MY RADAR: $ASTI
Ascent Solar Technologies is a classic binary play. It’s a distressed micro-cap (~$30M market cap) that many call "uninvestable trash" due to historical dilutio…↗
Jan 25
Space Investor — Based on a $1.5T valuation and projected FY 2026 revenue of $22–24B, SpaceX would trade at roughly a 65x P/S multiple on IPO day.
If we play a very unscientific game and assume th…↗
Jan 24
Space Investor — $RKLB / $ASTS / $RDW / $VOYG
A whole new generation is about to fall in love with space. https://t.co/yC2MHLk9K1↗
Jan 24
Wayne Liang — One proper swing can change your life.
Just these past few days, we nailed:
$SATL +50.43%
$IBRX +40.07%
$NUAI +61.93%
$RDW +13.30%
$SIDU +18.41%
$TE +12.11%
Imagine compounding…↗
Jan 24
Space Investor — The Space Avengers are off to a strong start for 2026.
$RDW | 59%
$ASTS | 52%
$VOYG | 39%
$PL | 36%
$RKLB | 26%
$LUNR | 20%
Insane moves so far, and the year is still young. Wha…↗
Jan 23
Space Investor — THE SPACE AVENGERS
I see these six companies as the highest-quality names in the space sector.
Redwire | $RDW
Rocket Lab | $RKLB
AST SpaceMobile | $ASTS
Voyager Technologies | $V…↗
Jan 23
Space Investor — $RDW
Redwire is up 65%+ YTD.
What a ride.
Reminder: the company still has an open ATM they could tap at any time.
Honestly, I’d view that as a positive. Small dilution in orde…↗
Jan 23
Wayne Liang — A few proper swings can change your life.
Don't be afraid to add to winners... 🫡
$ONDS $LPTH $SATL $RDW https://t.co/XwSQPPRWBy↗
Jan 23
Space Investor — $RDW / $RKLB / $ASTI
Space solar is shaping up to be a major space theme for 2026. https://t.co/M1AowlQ9Fs↗
Jan 23
Space Investor — $RDW
H.C. Wainwright reiterated BUY & PT $22.
Analyst sees material 2026 upside from NATO-driven defense investment, Golden Dome bid, and recovery from a reset 2025. https://…↗
Jan 23
Mike Investing — There is 1 main sector that you should prioritize within your portfolio…
That is the Space theme.
Leading up to the $1.5T SpaceX IPO it’s clear this sector will dominate the mark…↗
Jan 22
Space Investor — @nere232323 Only via $RDW, which is a big ESA partner and has a legit Edge Autonomy footprint there.↗
Jan 22
Space Investor — SELF PROMOTION POST 🙃
Earlier this year, I started sharing my ideas and trades with subscribers here on X.
Here's a quick snapshot on what that’s looked like so far:
• Jan 1: F…↗
Jan 22
Space Investor — $RDW / $AMPG / $ASTI
We ride. 🤝 https://t.co/xpKyo9CDOW↗
Jan 22
Space Investor — $RDW / $RKLB / $ASTS / $VOYG
The SpaceX IPO is getting closer and closer...↗
Jan 22
Space Investor — $RDW
Big move today! https://t.co/jkRDy1xfCE↗
Jan 22
Wayne Liang — A few of my largest trades in 2025:
$ONDS from $0.83 to $11.61
$NUAI from $1.85 to $6.88
$OPEN from $0.58 to $9.79
$CIFR from $3.01 to $24.69
$IREN from $6.30 to $72.23
A ton of…↗
Jan 21
Space Investor — $RDW / $ASTS / $RKLB / $VOYG
The Golden Dome will be a continental scale project.↗
Jan 21
Space Investor — $RDW
Redwire provides power systems for Blue Ring, as shown in my 2024 screenshot.
This new constellation sits within the Blue Ring Mobility architecture, which makes it a releva…↗
Jan 21
Space Investor — @djx9374 @ASTS_SpaceMob I added some $RDW today at $10.↗
Jan 21
Space Investor — @TorreGiorgio94 The news is in the quoted tweet. The screenshot highlights the relationship between $RDW and Blue Origin’s Blue Ring.↗
Jan 21
Space Investor — $RDW
BIG NEWS: Blue Origin introduce a satellite communications network (TeraWave) designed to deliver symmetrical data speeds of up to 6 Tbps anywhere on Earth.
1. Blue Ring wil…↗
Jan 21
Space Investor — @djx9374 $RDW is my biggest space investment at this moment.↗
Jan 20
Mike Investing — Buy every dip you see on these 10 stocks, & you’ll thank yourself that you did at the end of 2026:
1. $ONDS ~ Building autonomous defense, security, & drone systems.
2. $EOSE ~ En…↗
Jan 20
Wayne Liang — SpaceX IPO could make you a millionaire.
The space industry will see an influx of money.
We could see:
$ASTS at $250+ (116%)
$RDW at $30+ (167%)
$SATL at $15+ (330%)
$RKLB at $2…↗
Jan 20
Wayne Liang — Same with $RDW and $ASTS. Definitely taking advantage of the tariff drawbacks. Nothing like grabbing quality shares at discounted prices. https://t.co/afCzyLdnyg↗
Jan 20
Wayne Liang — @dannycheng2022 $ONDS $RDW $ASTS $OSS $LPTH - $SATL as a bonus. 🪐↗
Jan 19
Mike Investing — These 7 names are the core backbone of the Space Economy in 2026:
1. $ASTS ~ Building the direct to device satellite layer that turns space into carrier grade broadband.
2. $RKLB…↗
Jan 18
Wayne Liang — What's crazy is, people didn't want to touch:
$ONDS at 0.83, $ASTS at 27.14
$IREN at 6.30, $CIFR at 3.01
$OPEN at 0.58, $WULF at 2.96
We hit 5-10x on all of them.
Don't miss the…↗
Jan 18
Space Investor — The Space Avengers this year.
$ASTS: 55%
$RDW: 48%
$PL: 45%
$RKLB: 36%
$VOYG: 32%
$LUNR: 29%↗
Jan 17
Mike Investing — The White House has been quite literally telling you what sectors to invest in:
AI ~ $NBIS, $IREN, $ZETA
Chips ~ $AMD, $NVDA, $MU
Drones ~ $ONDS
Space ~ $ASTS, $RKLB, $PL, $RDW…↗
Jan 17
Space Investor — $RDW
Redwire plays a critical role in the Artemis II mission, primarily by serving as the "eyes" of the Orion spacecraft.
As of January 17, 2026, Redwire's hardware has been full…↗
Jan 17
Space Investor — Space stocks are among the most mentioned names on Reddit in the last 24 hours.
#1 $ASTS
#4 $RKLB
#15 $LUNR
#33 $PL
#70 $RDW https://t.co/ebD8FNH7Qf↗
Jan 16
Space Investor — @SovietInvestor No need to be sad, my friend.
I’m still the same space investor who loaded $RKLB below $4, went heavy in $ASTS at $17, and went all-in on $RDW at $5 a month ago.…↗
Jan 16
Space Investor — @denzelayeah my biggest position right now is $RDW↗
Jan 16
Space Investor — $RDW
Oakman Aerospace, a wholly owned Redwire subsidiary, was selected as an awardee under the Missile Defense Agency’s SHIELD IDIQ vehicle.
SHIELD is a large, multi award contr…↗
Jan 15
Space Investor — $RDW
REDWIRE DRONES USED BY POLICE DEPARTMENT IN BATON ROUGE
"The department says it's called the Edge Autonomy Stalker VXE30.
Everything from going inside houses to being up on…↗
Jan 15
Space Investor — $RDW
"Drone dominance is not optional, it's a mandate."↗
Jan 14
Space Investor — Derisking ≠ boring returns
$RDW is +37% YTD! https://t.co/yJWVOyt5fg↗
Jan 14
Space Investor — $RDW
NASA plans to put nuclear reactors on the Moon by 2030 and Redwire is well positionned to help build the infrastructures around it.
Mason already passed Critical Design Revi…↗
Jan 13
Space Investor — $LUNR / $RDW / $FLY
I know a company or two that might benefit. https://t.co/YyYkDHmykG↗
Jan 13
Space Investor — $RDW
So… does that make AE Industrial Partners a Pentagon partner?
Asking for a friend. https://t.co/4Jx12Zo3ZV↗
Jan 13
Mike Investing — You need these 10 picks in your portfolio to outperform the markets in 2026:
1. $ONDS ~ building autonomous defense, security and drone systems.
2. $EOSE ~ enable long, duration e…↗
Jan 13
Space Investor — $RDW
THE LRR UAS PROGRAM
The Long Range Reconnaissance (LRR) program is a US Army initiative designed to provide battalions with "eyes in the sky" that can operate over extended…↗
Jan 13
Space Investor — $RDW
Going forward, the company will be organized in two business segments:
✅ SPACE
✅ DEFENSE TECH https://t.co/n6glvv9TFN↗
Jan 13
Space Investor — $RKLB / $RDW
Pete Hegseth speaks at SpaceX during the nationwide Arsenal of Freedom tour.
"Hypersonics and Long Range Drones... if you talk to Elon Musk long enough, He will tell…↗
Jan 13
Mike Investing — These 6 sectors will greatly dominate the markets in 2026…
Space ~ $ASTS, $RKLB, $PL, $RDW
AI ~ $IREN, $NBIS, $ZETA
Healthcare ~ $NVO, $UNH, $OSCR
Drones ~ $ONDS
Robotics ~ $T…↗
Wayne Liang — $RDW Climbing. Some resistance at these levels, but if we can breach through, and close above that 11.75, we'll see explosive movement. https://t.co/h9rWJhJnKp↗
Jan 12
Space Investor — $RDW
In Taiwan’s context, Coast Guard = grey zone warfare.
This effectively puts Edge Autonomy inside Taiwan’s defensive kill chain.
Taiwan Color Optics
Provides U.S. advanced…↗
Jan 10
Space Investor — $RDW
There is A LOT of fresh interest in Redwire.
If you haven’t yet, don’t miss my most recent updated MEGA THREAD with everything you need to know about the company. 👇
https:…↗
Jan 9
Space Investor — $RDW
13D/A
AE Industrial Partners sold ~4.5M shares over the last few days at ~$10–10.5
This is not an ATM tap by the company, it’s the largest holder distributing.
That said,…↗
Jan 9
Space Investor — Took a couple of days off to look for new gems that I'm excited to share in the coming weeks.
Came back to an amazing week for space stocks.
$RKLB making new ATH.
$ASTS back over…↗
Jan 9
Mike Investing — There are 5 main sectors that’ll dominate the markets in 2026…
Space ~ $RKLB, $ASTS, $PL, $RDW
Drones ~ $ONDS
AI ~ $IREN, $NBIS, $ZETA
Robotics ~ $TSLA, $PATH, $RR
Healthcare…↗
Jan 9
Mike Investing — The $1.5T SpaceX IPO will create a MASSIVE surge in the space industry this year…
To take advantage of the space sector squeeze in 2026 you need to be invested in:
$RKLB ~ buildi…↗
Jan 8
Wayne Liang — Paying attention pays well.
In 2026, we'll likely see:
$ONDS at $40+
$OPEN at $20+
$RDW at $30+
$ASTS at $150+
$RKLB at $150+
$IREN at $100+
$CIFR at $40+
And many more ru…↗
Space Investor — $RDW
"The Σyndeo-3 technology demonstration payloads support a range of mission applications, including space debris monitoring, deorbiting of low-Earth orbit (LEO) spacecraft, an…↗
Jan 5
Wayne Liang — @Eric_Scruffy SpaceX IPO will absolutely send $RDW.↗
Jan 5
Wayne Liang — You can get rich by scrolling on X.
I’ve definitely missed a couple trades,
But I’ve nailed a dozen more 10x trades.
$ONDS at $0.83
$OPEN at $0.53
$IREN at $6.30
$CIFR at $3.…↗
Jan 5
Wayne Liang — Extremely bullish on $RDW as mentioned before. I hope at least one of you followed the trade.
What do you think will happen when SpaceX has their IPO? Money will flood into the in…↗
Jan 5
Space Investor — $RDW / $RKLB / $ASTS
Whatever your camp, I’m genuinely glad people are making money. 💰
That’s what actually matters.
Different views, same goal.
Let’s keep it civil.↗
Jan 5
Space Investor — $RDW
We are back above $10 🙌
Congrats everyone! https://t.co/qYcb9XQ9Se↗
Jan 5
Space Investor — $RDW
Didn't miss anything.
🫡 https://t.co/3WMpzvPTsb↗
Jan 5
Wayne Liang — Good morning $RDW. https://t.co/hAsBioH8Nq↗
Jan 5
Space Investor — $RDW / $FLY
"The most powerful electric propulsion system to fly in space" https://t.co/ey8qPLT4ks↗
Jan 5
Space Investor — $RDW / $FLY
L3Harris Technologies is close to finalizing a deal to sell a 60% stake in its portfolio of space and propulsion businesses to private equity firm AE Industrial Partne…↗
Jan 4
Space Investor — Since Friday’s rally, I no longer hold $ASTS or $RKLB.
Not because they’re bad companies. They’re not.
But at this point in the bull market, valuation and margin of safety matter…↗
Jan 4
mon — Top Sectors + Stocks:
AI Data Centers: $IREN & $CIFR.
Rare Earth: $UAMY.
Robotics/Drones: $ONDS & $OUST.
Biotechnology/Healthcare: $PRME & $HIMS.
Energy: $TE & $EO…↗
Jan 4
Space Investor — From a strategic relevance standpoint, $RDW stands out as one of the best combined defense and space play out there.
...Edge Autonomy's UAS are already at work in Taiwan and Japan…↗
Jan 3
Space Investor — (8/8) BOTTOM LINE
$RDW is quietly becoming the connective tissue of the space economy.
Prime awards in VLEO and LRR, an integrated air-to-space defense stack, real biotech commer…↗
Jan 3
Space Investor — MOON, MARS AND BEYOND
1. LANDER
Redwire has been a key mission partner for Firefly's Blue Ghost lander since 2021. The lander successfully landed on the Moon in March 2025.
$RDW…↗
Jan 3
Space Investor — SPACE INFRASTRUCTURE
$RDW already operates on the ISS and is embedded in the next wave of commercial space stations:
✅Haven‑1: Redwire’s ADSEP4 and PIL‑BOX payloads are confirmed…↗
Jan 3
Space Investor — IN-SPACE MANUFACTURING
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing royalty…↗
Jan 3
Space Investor — DRONE-TO-GEO STACK
Air → VLEO → LEO → MEO → GEO
$RDW now offers an end-to-end autonomy, sensing, and networking stack across every operational altitude.
✅Air (UAS): Edge Autonom…↗
Jan 3
Space Investor — AIR DOMAIN UNLOCKED
On June 13, Redwire completed its acquisition of Edge Autonomy, transforming the company into a scaled, profitable space and defense tech platform.
Edge Auton…↗
Jan 3
Space Investor — VLEO: A STRATEGIC ORBIT
As LEO becomes increasingly congested and contested, a new operational regime is emerging: Very Low Earth Orbit (VLEO), generally below ~250 miles.
VLEO o…↗
Jan 3
Space Investor — REDWIRE MEGA THREAD (2.0) 👇
$RDW is a sleeping giant, quietly building critical infrastructure across space, defense, and biotech.
Here’s everything you need to know about the c…↗
Wayne Liang — In my opinion, $RDW is going to be one of the most bullish setups of 2026, alongside $ONDS and a few others.
Will be sharing a list of my favorite tickers soon so you can add it t…↗
Jan 2
Space Investor — $RDW
Already 11M shares traded (9M avg), we’re ripping on heavy volume.
What a way to start the year https://t.co/btNngB0TNX↗
Jan 2
Space Investor — $RDW
In the ENSURING AMERICAN SPACE SUPERIORITY executive orders, references to the Moon are everywhere.
In June, Redwire received NASA approval to advance MASON, a tool suite de…↗
Jan 2
Space Investor — Every year, I pick one stock I think can outperform the space sector over the next 12 months.
For 2026, that’s $RDW
Plenty of incredible companies out there, but for many of them…↗
Jan 1
Wayne Liang — If you're not currently in any positions, I'll do my best to share some insane setups for you.
There are a few tickers I'm watching closely that should run aggressively this year,…↗
Space Investor — $ASTS / $RKLB / $RDW
Saying it proudly: I’m buying the after-Christmas sale.↗
Dec 24
Space Investor — $RDW
Redwire is supplying the spacecraft platform (Mako bus) for Space Force’s Tetra-5 and follow-on Tetra-6 missions.
These Mako satellites are designed to become the first in G…↗
Dec 24
Wayne Liang — Bullish on $RDW. What do you think will happen when SpaceX goes public?
Seismic event, we'll see money flowing into the industry like no other. Will most definitely be quoting thi…↗
Dec 23
Space Investor — $RDW
Redwire Value Drivers:
✅Next-Gen Spacecraft
✅Space Infrastructure
✅Microgravity Dev
✅Combat-proven UAS
✅Sensors & Payload
All are critical, flight proven building blocks a…↗
Dec 23
Space Investor — @itsRobertBurns I know of a stock involved in both... 🤫 $RDW↗
Dec 22
Wayne Liang — $RDW just made the cut.
Let's see if we can break through the gold zone in the next few days. Closing above $9.39 put us at $11-12 short term. https://t.co/6oQie3FWnJ↗
Dec 22
Space Investor — $RDW
And there was power...
With their Roll-Out Solar Array, Redwire will power Lunar Gateway, the first space station to orbit the moon.↗
Dec 22
Space Investor — $RDW
"President Trump has been clear that his Administration will act to secure our airspace and unleash American drone dominance."↗
Dec 22
Wayne Liang — $RDW testing the gold zone.
Will be explosive to close within 8.46-9.39. Third blue diamond may come in shortly after. https://t.co/poJGRUno23↗
Dec 22
Space Investor — $RDW
"We saw the capabilities that [Nvidia] developed for the terrestrial market, and the question was, where we [Redwire] can apply that for Space"
-Al Tadros, Redwire CTO
http…↗
Dec 22
Space Investor — $RDW
UP 15% IN OVERNIGHT TRADING 😳 https://t.co/syMRXqCnGe↗
Dec 21
Space Investor — @asymmetric_bets $RDW https://t.co/LSbGFPymOI↗
Dec 20
Space Investor — @StockSavvyShay Overlooking Redwire is a mistake.
It’s the only company with a truly multi-domain defense stack, spanning drones, orbital drones, and multi-orbit spacecraft. $RDW↗
Dec 19
Space Investor — $RKLB / $ASTS / $RDW / $VOYG
Guess what this means for our favorite space companies.
Strap in. We ride. https://t.co/wSrd0jKRyM↗
Dec 19
Wayne Liang — Boom $RDW.
I hope at least one of you followed that.
As the markets stabilize, I'll be sharing a ton more trade alerts on Discord and a few here.
We will absolutely milk the mar…↗
Dec 19
Space Investor — $RDW
Going live in 30 minutes with Al Tadros, CTO of Redwire, to talk Orbital Data Centers.
Don't miss it 👇↗
Dec 19
Space Investor — $RKLB / $RDW
How are we feeling, space investors?
Conviction Pays 🫡↗
Dec 19
Space Investor — $RDW
The ENSURING AMERICAN SPACE SUPERIORITY executive order explicitly mentions VLEO.
Redwire was awarded a $44 million contract last month from DARPA to manufacture and deliver…↗
Dec 18
Space Investor — $ASTS / $RKLB / $RDW
ENSURING AMERICAN SPACE SUPERIORITY
What does it mean? 👇
• Back to the Moon by 2028
• Lunar outpost by 2030
• Nuclear reactors on the Moon
• Space secur…↗
Space Investor — $RDW
Tomorrow, I’m having a Live discussion with Al Tadros, CTO of Redwire, for a deep dive on Space Data Centers.
We’ll talk about why on-orbit data processing matters, how Redw…↗
Dec 18
Space Investor — $RDW
Through this eight-figure deal, Redwire’s state-of-the-art docking system, the International Berthing and Docking Mechanism (IBDM), will support future autonomous rendezvous…↗
Dec 17
Space Investor — $ASTS / $RKLB / $RDW
Big day for commercial space.
The Senate votes on the FY2026 NDAA this morning, locking in defense priorities that increasingly favor commercial launch, spac…↗
Dec 17
Space Investor — $ASTS / $RKLB / $RDW / $VOYG
Got it!
AI + Space = Orbital Data Centers↗
Dec 17
Space Investor — $RDW
The VXE30 Stalker UAS is a military/ISR drone platform made by Edge Autonomy.
Over the past few days, it’s become clear that Redwire is actively working with Taiwan and Jap…↗
Dec 16
Space Investor — $RDW
VAST 🤝 Redwire
Guess who’s leading the way in microgravity research and providing critical infrastructure for VAST's upcoming commercial space station?
... Redwire!↗
Dec 16
Space Investor — $RKLB / $RDW / $VOYG
The Senate advances the ~$900B defense bill.
This year’s NDAA further reinforces the shift toward commercial space, faster procurement, and greater integrati…↗
Dec 15
Space Investor — $RDW
According to Aviation Week, Redwire’s Edge Autonomy is licensing its Penguin drone for production in Taiwan.
✅Long-endurance ISR well suited for monitoring Taiwan’s coastlin…↗
Dec 15
Space Investor — $RDW
The drone is: "well-suited for long-duration monitoring of Taiwan’s coastline to prevent illegal landings and enhance coastal defense."
Per Taiwan News. 👇↗
Dec 15
Space Investor — $RDW
I'll just leave this here... https://t.co/rbhBhdpPue↗
Dec 15
Space Investor — $RDW
If you liked Redwire at 8$ on Friday, you should love it at 6.50$ on Monday.↗
Dec 15
Wayne Liang — $RDW looks interesting here.
Although our stacked symbols (white candle) usually nail the local highs/lows, it may get invalidated here.
$5 to $7 since our blue diamonds appeared…↗
Dec 13
Space Investor — SpaceX and Blue Origin will likely lead the charge when it comes to ODCs, but the opportunity will spread downstream to these players:
Communications: $ASTS
Space systems: $RKLB
I…↗
Dec 13
Space Investor — @CompoundingPays @redwire Here's my last conversation with Pete, Chairman and CEO of $RDW (from November).↗
Dec 12
Space Investor — $RDW
"The Stalker drew attention for its flexibility compared to legacy systems.
With its small logistical footprint, near-silent forward flight, and mission-adaptable payload in…↗
Dec 11
Leveraged Cat — One cool thing about $BAH that most likely don't know is they have a stake in Albedo which is a VC backed VLEO satellite company
In my view VLEO has the potential to be a massive…↗
Dec 11
Space Investor — $RDW
How lonely it felt calling Redwire a real opportunity under 5$ four weeks ago. https://t.co/I5amYpvc30↗
Dec 10
Space Investor — $ASTS / $RKLB / $RDW
per WSJ.
👀 https://t.co/mWz1sVniDL↗
Dec 10
Space Investor — $RDW
Could explain today's weakness.
"Offer beat-and-raise setup over multi-year"
I see opportunity!↗
Dec 10
Space Investor — $RKLB / $ASTS / $RDW
I came for the profits, but I stuck around for the people.
The energy, the ideas, the learning… these communities make it worth it.
Appreciate everyone who…↗
Dec 9
Space Investor — $RDW
Great news.
SpaceX jumping into VLEO is going to shine a massive spotlight on just how big this opportunity really is.↗
Dec 9
Space Investor — $RDW
"The base case posits that Redwire is currently suffering from a severe conglomerate discount and a governance penalty.
As the company executes its integration strategy by…↗
Dec 9
Space Investor — $RDW
Edge Autonomy is the strategic pillar that fills the missing piece in Redwire’s shift toward true all-domain defense.
With Redwire’s push to develop "orbital drones" in ver…↗
Dec 8
Space Investor — $RDW
I asked ChatGPT which space company is best positioned to tackle space based data centers.
The answer was pretty clear:
Redwire https://t.co/mF5DXWmY8f↗
Dec 8
Space Investor — $RDW
Slowly, then all at once.
That dip under 5$ last month was juicier than people realized. https://t.co/7jcTQCaqqA↗
Dec 8
Space Investor — $RDW
Redwire's ROSA has become the standard for high-power, low-mass solar arrays in orbit.
Nobody else delivers this power-to-weight ratio with this level of flight heritage.…↗
Dec 4
Space Investor — $RDW
Slowly and then all at once...
Good work Mystic 🫡↗
Dec 3
Space Investor — $ASTS $RKLB $TE $RDW
Not gonna lie, I didn’t expect that kind of bounce off the lows, but I’m definitely enjoying the gains.
It looks like luck found me again.🍀↗
— @ZenMinded1 $RDW (loaded heavy)
Short term: Edge Autonomy
Medium term: VLEO
Long term: Microgravity research
$TE (small weight, dopamine bet)
Short term: Clarifications on 45x cre…
Space Investor — Over the past two weeks, I’ve deployed half my dry powder: from 100% cash to ~50%
Current holdings:
• Redwire $RDW
• Rocket Lab $RKLB
• AST SpaceMobile $ASTS
• T1 Energy $TE
Not…↗
Nov 19
Space Investor — $RDW
The phase 2 contract provides funding to complete manufacturing and deliver the spacecraft to launch for the mission, which leverages the design of Redwire’s SabreSat platfor…↗
Space Investor — It’s never popular to sound the alarm.
I stay disciplined, but luck also plays its part in this game.
Today I added a bit of: $ASTS, $RKLB, $RDW and $TE.
Now sitting at 75% cash…↗
Nov 7
Space Investor — $RDW
This $250M ATM offering "in the coming days" could be a solid opportunity to buy-the-bottom-dip for long term investors.
I like the stock around here. https://t.co/XF7ajpmd…↗
Nov 7
Space Investor — $RDW
60 min to go until my LIVE discussion with Peter Cannito, Chairman & CEO of Redwire Space.
On the menu: Q3 results, program updates, and what’s next for the company.
Do…↗
Nov 7
Space Investor — $ASTS $RKLB $RDW
It’s starting to smell like opportunity.
Mr. Market, you’ve got my attention again.↗
Nov 6
Space Investor — $RDW
Excited to announce my upcoming live conversation with Peter Cannito, Chairman of @redwire
We’ll go Beyond Q3 to discuss Redwire’s latest results, near-term catalysts, and…↗
Space Investor — $RDW
Edge Autonomy, has been awarded a prototype phase agreement by the U.S. Army to develop and deliver its Stalker uncrewed aerial systems (UAS) for the Long Range Reconnaissanc…↗
Aug 6
Leveraged Cat — Unfortunately there were nasty surprises waiting. I sold my whole position this afternoon to retain mental capital, and tbh expected to be buying back higher. The ER numbers are ro…↗
Aug 6
Space Investor — $RDW: My quick 2 cents after reading the Q2 release:
They’re ripping the band-aid clean off.
The release is blunt, no fluff, no sugarcoating.
Feels like a hard reset… setting th…↗
Aug 6
Space Investor — $RDW
Dropping like a rock in after-hours trading after cutting FY 2025 guidance. https://t.co/K7iMFYyprA↗
Aug 6
Space Investor — $RDW is lowering guidance big time:
For the twelve months ended December 31, 2025, Redwire, including Edge Autonomy from the date of close (June 13, 2025), is forecasting full ye…↗
Aug 6
Space Investor — $RDW Q2 MISS 📉
Revenues for the second quarter of 2025 decreased 20.9% to $61.8 million, as compared to $78.1 million for the second quarter of 2024.
Net Loss for the second qua…↗
Aug 6
Space Investor — $RDW / $KTOS
A report from Fortune Business Insights said: "The military drone market size is projected to grow from 16.07 billion in 2024 to 47.16 billion by 2032, exhibiting a C…↗
Aug 6
Space Investor — $RDW
My thoughts ahead of tonight’s earnings:
👉🏻I don’t expect Redwire to post a blowout quarter.
In fact, the recent acquisition may come with near-term integration costs th…↗
Aug 6
Space Investor — $RDW
Redwire is the first of the NewSpace Trinity to report earnings, dropping tonight after the close.
Street estimates:
EPS: -$0.10
Revenue: $82.79M
Redwire stock tends to sho…↗
Aug 5
Space Investor — $RDW
THE GOLDEN DOME: A MANHATTAN PROJECT MOMENT FOR COMMERCIAL DEVELOPMENT
Peter Cannito, CEO of Redwire, just published an opinion piece about the Golden Dome.
See link below…↗
Aug 5
Space Investor — $RDW
Most still don’t realize Redwire is quietly becoming the Anduril of space, blending cutting-edge tech with multi-domain mission-critical defense systems.
I see them as a ben…↗
Aug 5
Space Investor — @StockSavvyShay Everyone still sleeping on $RDW...↗
Aug 5
Space Investor — @superstylin_ Indeed! $RDW is everywhere. https://t.co/FLAAt6MspL↗
Aug 4
Space Investor — $RDW
Pete Cannito, CEO of Redwire appeared on FoxBusiness today to discuss their new SpaceMD venture and Redwire’s growing role in U.S. defense and commercial space.
h/t @blasphe…↗
Aug 4
Space Investor — 🚨 MAJOR NEWS for $RDW & the future of space-based biotech
This unlocks a massive new vertical for Redwire, recurring revenue from future FDA-approved drugs rooted in space.
Phar…↗
Aug 4
Space Investor — $RDW
JUST IN: SpaceMD, which will focus on growing seed crystals in orbit that will be used on Earth to create new and reformulated pharmaceuticals.
SpaceMD will sell or license…↗
Aug 4
Space Investor — I like to keep it simple.
I strongly believe space will continue to outperform for years to come.
That's why I'm making concentrated bets on these 3 leading space companies.
#1…↗
Aug 4
Space Investor — Futures and stocks are flashing green overnight.
Let’s hope it holds through tomorrow’s open. 💪
$RDW: +2.67%
$ASTS: +1.77%
$RKLB: +0.20% https://t.co/IOiVZV2afq↗
Aug 4
Space Investor — Futures point green ahead of Monday’s open.
This follows a rough week where all three major indexes posted solid losses, snapping the market’s summer momentum.
Friday’s selloff c…↗
Aug 4
Space Investor — $RDW
Redwire is building the Teledyne of Space.
Like Teledyne in its early years, Redwire is building a vertically integrated portfolio of niche, high-tech capabilities, from sat…↗
Aug 3
Space Investor — $RDW
Redwire will take a question from the Retail community during their Q2 earnings call.
"I'm really excited, about this initiative and the ability to incorporate the voice of…↗
Aug 3
Space Investor — HIGH CONVICTION PICK: $RDW
In 2023, I brought you:
$RKLB at $4.83
$RDW at $4.54
$LUNR at $5.16
In 2024:
$KULR at $0.40
And in Jan 2025:
$ASTS at $17
Now I see a solid setup in…↗
Aug 2
Space Investor — @StockSavvyShay @FuturumEquities I can come talk about $RKLB or $RDW anytime if needed 🫡↗
Space Investor — Potential Role: $RDW
The acquisition of Edge Autonomy transforms Redwire from a primarily space-focused infrastructure provider into a global defense technology disruptor speciali…↗
Aug 2
Space Investor — THE ONE BIG BEAUTIFUL THREAD
The Pentagon just scheduled its first major test of the multibillion-dollar Golden Dome missile defense system for Q4 2028.
This test will showcase h…↗
Aug 2
Space Investor — $RKLB / $ASTS / $RDW
The Pentagon has scheduled its first major test of the multibillion-dollar Golden Dome missile defense system for just before the 2028 election.
The timing s…↗
Aug 1
Space Investor — $ASTS, $RKLB and $RDW
Focus on the best and forget the rest. 🫡↗
Aug 1
Leveraged Cat — $RDW intermediate term bottom is in, unless there are nasty surprised waiting for bulls in the ER. Imho, I think the upcoming ER is a major upside catalyst, especially with recent…↗
Aug 1
Leveraged Cat — @PharmD_KS Did a double take when I saw your first post, I didn't know you were into $RDW https://t.co/54PcLil2tj↗
Aug 1
Space Investor — $ASTS / $RKLB / $RDW.
NOT ALL-IN, JUST ALWAYS IN.
I’ve built my position slowly, buying dips in what I believe are some of the most compelling space companies out there.
We are…↗
Aug 1
Space Investor — $RDW
Very Low Earth Orbit (VLEO) Satellite Market is projected to reach $1.502 billion by 2034 from $10.4 million in 2025, growing at a CAGR of 73.9%
VLEO satellite market is in…↗
Space Investor — $RDW
Redwire Europe just announced their STAARK robotic arm can now autonomously track and grasp moving objects in real time.
This leap combines advanced perception, visual serv…↗
Jul 30
Space Investor — @breadfrom @trypto_tran Even smaller players like $RKLB and $RDW seem well-positioned, already working with MDA/SDA, technically qualified, cleared for defense programs, and proven…↗
Jul 29
Space Investor — Congrats to Blue Ghost for securing a 4th mission to the Moon! 🌕
Also worth applauding Rocket Lab and Redwire, key contributors to the lander’s success, and likely future benefic…↗
Jul 29
Space Investor — @scotto2050 $RDW has not officially confirmed the exact Q2 earnings release date yet↗
Jul 29
Space Investor — @Zeff_Pena Focusing on $RDW these days, it's the one that was missing from my portfolio.↗
Jul 29
Space Investor — $RKLB / $RDW
Who’s supplying propulsion for SDA’s satellites?
As a prime contractor, Rocket Lab will deliver a constellation of 18 spacecraft for the T2TL-Beta program.
Rocket L…↗
Jul 29
Space Investor — @TechInnovationz $RDW ownership changed quite a bit post Edge Autonomy and Bain Capital convert. Market is adjusting https://t.co/021snheQiP↗
Jul 29
Leveraged Cat — $RDW just a hair from touching the 200 day MA. Good enough for me↗
Jul 29
Space Investor — $ASTS / $RKLB / $RDW
Markets are bipolar.
Trim into euphoria, add into despair, all while keeping a strong core position for the long haul.
Stay Sharp 🫡↗
Jul 29
Space Investor — $RDW
Redwire is positioning itself as critical infrastructure for the future of pharma.
In July, Bain Capital converted its preferred shares into 20M common shares of Redwire.
S…↗
Jul 29
Space Investor — $RKLB / $RDW
Space Command works with six countries, Australia, Britain, Canada, France, Germany and New Zealand, to "deter hostile acts in space".
In April the initiative reach…↗
Jul 28
Space Investor — $RDW 🤝 Phase Four
NEXT-GEN PROPULSION
Redwire and Phase Four are teamed up to push the limits of maneuverability in LEO and VLEO.
Redwire’s Valkyrie engine, developed with Phas…↗
Jul 28
Space Investor — $RDW
I’m back in as a Redwire shareholder, added shares last week and again this morning.
Planning to scale into a larger core position, depending on what we hear in Q2.
Taking…↗
Jul 27
Space Investor — $RDW
Redwire could benefit indirectly but materially from the EU/US trade deal involving increased European purchases of US military equipment.
They don’t build weapons but the…↗
Jul 27
Space Investor — SPACE STOCKS
Only the cream of the crop:
End-to-End $RKLB
Communications $ASTS
Infrastructure $RDW
Earth Observation $PL
Robotics $MDALF
Lunar Services $FLY (soon)
Who…↗
Jul 26
Space Investor — $RDW
For FY2025, Analysts forecast $392M–$464M in revenue and $47M–$87M in adjusted EBITDA, with positive free cash flow for Redwire.
If they hit those targets for 2H2025, and tr…↗
Space Investor — $RDW
Multi-Domain Defense Technology... feels like I’ve seen that somewhere before. https://t.co/lO78e5CRKh↗
Jul 25
Space Investor — $ASTS / $RKLB / $RDW
The proposed contract vehicle anticipates a period of performance of 10 years, which will consist of a base ordering period and one or more optional ordering…↗
Jul 25
Space Investor — $ASTS / $RKLB / $RDW
The Missile Defense Agency just released a draft solicitation for a $151B multi-award IDIQ to build a next-gen, multi-domain missile defense system (GOLDEN DO…↗
Jul 24
Space Investor — @mottbox_ @HumanPerson411 For good insights on $RDW, @PlanetaryWhisky is worth a follow 👌↗
Jul 24
Space Investor — $RDW
Redwire now has the largest gap between Wall Street’s average price target ($22.63) and its current share price ($16.30) among top space stocks.
That’s an implied upside of…↗
Jul 24
Space Investor — $RKLB / $ASTS / $RDW
Golden Dome is about to accelerate. Fast. https://t.co/i6CzHvPYF9↗
Jul 23
Space Investor — (5/5) $ASTS / $RKLB / $RDW
Together, these three companies represent the best commercial space innovators in the game.
They're not just building cutting-edge tech, they’re direct…↗
Jul 23
Space Investor — (4/5) $RDW
Redwire is supplying critical antennas and RF systems for the SDA’s Beta variant via Rocket Lab’s build.
Redwire will produce 18 ship sets of antennas and RF front end…↗
Jul 23
Space Investor — (1/5) SDA is quietly fueling three of the most exciting space stocks: $ASTS $RKLB $RDW
The Space Development Agency (SDA) is the U.S. military's fast-moving arm building out the P…↗
Jul 23
Space Investor — $ASTS / $RKLB / $RDW
Waking up to Golden Dome budget jumping $13B, from $24.4B to $37.4B, is exactly the kind of news I’m here for.
Could be massive for our favorite space stocks…↗
Jul 23
Space Investor — $RKLB / $RDW / $ASTS
The project has already secured $24.4 billion in funding, with the newly proposed $13 billion addition included in the House’s Department of Defense Appropria…↗
Jul 22
Space Investor — Jumping on a YouTube chat in 2 hours with some great folks to talk space investing.
We’ll cover my recent $RDW thread, and of course some thoughts on $RKLB / $ASTS.
Should be a f…↗
Jul 22
Space Investor — $RDW
Redwire announced today that it has been awarded the first phase of a multi-phase contract by DeepSat, an Earth observation startup, to provide advanced modeling, simulation…↗
Jul 21
Space Investor — Going against the grain is how I got lucky and turned $1K into $1M.
Not by being reckless, but by thinking independently, even when it meant pushing against the crowd.
I know wh…↗
Jul 21
Space Investor — $RDW
I just bought that Redwire dip.
Redwire is quietly assembling the Berkshire Hathaway of Space, or better yet a Teledyne-in-orbit.
✅ Strategic, accretive acquisitions
✅ Cr…↗
Jul 21
Space Investor — $ASTS / $RKLB / $RDW
Trimmed half of my AST and Rocket Lab positions and rotated into some Redwire in the new account.
Now sitting on ~50% cash.
Market feels irrational right no…↗
Space Investor — This setup reminds me a lot of $RKLB back when it was trading around $30.
If the macro backdrop holds, $RDW could be setting up for a meaningful leg higher.
Watching closely.
h/…↗
Jul 20
Space Investor — $RDW: Redwire
Closing Price: $19.41
Market Cap: $2.77B
Weekly Gain: +16.65%
YTD Gain: +17.92%
Redwire continues to climb, powered by strong positioning in defense, space infrast…↗
Jul 20
Space Investor — $RKLB / $ASTS / $RDW
THIS WEEK IN SPACE STOCKS
The space economy doesn’t sleep, here’s everything you need to know from this week. 👇 https://t.co/LuP5EtgHT1↗
Jul 20
Space Investor — @NesztingerA I wrote this $RDW thread yesterday.
https://t.co/6nb9yYVt9K↗
Jul 19
Space Investor — SPACE STOCKS
My top (3):
1. Comms $ASTS
2. End-to-End $RKLB
3. Infrastructure $RDW
What's yours?↗
Jul 19
Space Investor — While the $ASTS and $RKLB communities awaits their Golden Dome awards, don’t sleep on $RDW.
Between their VLEO initiatives, space-based sensing, X-Bow’s solid propulsion systems,…↗
Jul 19
Space Investor — (8/8) BOTTOM LINE:
$RDW is the unsung hero of the space economy, powering everything from lunar infrastructure, Mars missions, ESA probes, Autonomous Drones & VLEO sats, LEO/MEO/…↗
Jul 19
Space Investor — MOON, MARS AND BEYOND
1. LANDER
Redwire has been a key mission partner for Firefly's Blue Ghost lander since 2021. The lander successfully landed on the Moon in March 2025.
$RDW…↗
Jul 19
Space Investor — SPACE STATIONS
$RDW currently do research on the ISS but already partnered with (3) upcoming commercial space stations.
✅Haven‑1: Redwire’s ADSEP4 and PIL‑BOX payloads are confir…↗
Jul 19
Space Investor — SPACE GROWN CRYSTALS & MORE
$RDW successfully cultivated protein seed crystals in space's microgravity environment, an achievement impossible on Earth.
Now, they’re pursuing ro…↗
Jul 19
Space Investor — DRONE-TO-GEO STACK
Air → VLEO → LEO → MEO → GEO
$RDW now offers end-to-end data acquisition, autonomy, and networking, from Earth’s surface to GEO, making them uniquely positione…↗
Jul 19
Space Investor — UNCREWED AIRBORNE SYSTEM
On June 13th, $RDW announced it completed its acquisition of Edge Autonomy, transforming Redwire into a scaled and profitable space and defense tech compa…↗
Jul 19
Space Investor — VLEO: THE NEW FRONTIER
With an increasingly crowded LEO environment, the space industry will see the maturation of a new space regime: Very Low Earth Orbit (VLEO), referring to sa…↗
Jul 19
Space Investor — REDWIRE MEGA THREAD 👇
$RDW is a sleeping giant, quietly revolutionizing space industries.
Here's everything you need to know about the company and why it's one of my favorite…↗
Jul 18
Space Investor — $ASTS / $RDW
The House Armed Services Committee (HASC) held a marathon 14+‑hour markup session this week.
Beyond big spends, lawmakers tucked in dozens of amendments requiring re…↗
Jul 18
Space Investor — Feeling good today.
Just opened a fresh account with $100K in cash from profit-taking yesterday.
No rush to deploy it, waiting for the obvious deals.
Keeping a close eye on $DMY…↗
Jul 17
Space Investor — @PurposeFundXYZ went fast, honestly.
About 18–24 months ago, I put $50K each into $RKLB, $RDW, and $LUNR.
That shot up to $650K in about a year. Then I sold RDW and LUNR and ro…↗
Jul 16
Space Investor — @TimmeeTwoShoes Im all in $ASTS and $RKLB. I like $RDW, $PL and $BKSY but not invested at this time.↗
Jul 16
Space Investor — $RDW 🧐
"The European Union’s executive arm on Wednesday put forward a proposal for a 2 trillion euro ($2.31 trillion) budget for the bloc, with a significant increase in funding…↗
Jul 16
Space Investor — Four new ratings this morning
$RKLB $50 BofA
$RDW $21 Canaccord
$BKSY $28 Canaccord
$LUNR $10.5 (down from $16) BofA↗
Jul 15
Space Investor — $ASTS / $RKLB / $RDW
Shaping up to be another green day. The force is strong with the space names lately.
Let's get to work. https://t.co/S0I7nKav86↗
Jul 14
Space Investor — $ASTS / $RKLB / $RDW
Space is shaping up to be a multi-decade bull run.
Defense, data, energy, telecom, AI... everything points up and out.
Don’t trade it. Stack it. 🫡 https://…↗
Jul 14
Space Investor — $RDW
Redwire today announced that the Stalker uncrewed aerial system (UAS), developed by Edge Autonomy, has been granted an Authority to Operate (ATO) and is now on the Defense In…↗
Jul 11
Space Investor — $ASTS / $RKLB / $RDW
Ask and you shall receive.
Conviction Pays 🫡 https://t.co/ztDQltqZGa↗
Jul 10
Space Investor — $RDW
With its recent acquisition of Edge Autonomy, Redwire is well positioned to benefit from this push towards US military drone dominance.
Redwire now makes some of the most ad…↗
Jul 10
Space Investor — $PL / $BKSY / $SPIR / $RDW
Gartner defines Earth intelligence as the application of AI to Earth observation data to deliver solutions specific to industries and business functions…↗
Jul 9
Space Investor — $RDW
In the background you can see Redwire’s roll-out solar array, set to power NASA’s Lunar Gateway.
Fun fact: Redwire also built iROSA, the largest solar array in space (ISS).…↗
Jul 9
Space Investor — $RDW
“By combining Redwire’s proven space technologies with our AI-powered digital twin and robotic systems, we aim to accelerate the development of sustainable infrastructure in…↗
Jul 9
Space Investor — $ASTS / $RKLB / $RDW / $PL
For the dopamine addicts: Yahoo Finance now shows overnight quotes.
It works for most space stocks I looked at. https://t.co/2MJl9H9XlK↗
Jul 8
Space Investor — $ASTS / $RKLB / $RDW https://t.co/kAICHWY2pL↗
Jul 8
Space Investor — $RDW
Hammerhead is Redwire’s low Earth orbit spacecraft platform.
Redwire continues to manufacture spacecraft for important ESA programs, including Skimsat, a technology demonstr…↗
Jul 6
Space Investor — $RDW
Redwire is already running missions with Eli Lilly & Merck aboard the ISS.
Their asymmetric upside lies in license rights, equity stakes, or royalty-sharing on discoveries t…↗
Jul 6
Space Investor — $ASTS / $RKLB / $RDW
I like the odds here.↗
Jul 5
Space Investor — BOTTOM LINE
The One Big Beautiful Bill’s defense and national security provisions, with over $150 billion in funding, including $25 billion for integrated air and missile defense,…↗
Jul 5
Space Investor — 2. SPACE FORCE
The Space Force is poised for a significant funding windfall, with its budget reaching nearly $40 billion in fiscal year 2026, an $11.3 billion increase from curren…↗
Jul 5
Space Investor — 1. NASA ARTEMIS
The mega‑bill include substantial support for NASA’s Artemis in the form of $10 billion around Artemis IV & V, Mars mission development, ISS operations/deorbit, an…↗
Jul 2
Space Investor — $RDW
Redwire was contracted by Maxar, the prime contractor for the lunar Gateway’s Power and Propulsion Element (PPE), to develop two ROSA wings.
The pair of PPE ROSAs will unde…↗
Jul 1
Space Investor — SpaceX falling out of favor with the Trump camp will be a massive tailwind for emerging space players.
Fresh capital, fresh contracts, and a chance to shine!
My top (3) benefici…↗
Leveraged Cat — The market can no longer ignore the unique defense offering of $RDW
https://t.co/G6xKv33XAg↗
Jun 13
Leveraged Cat — $RDW acting like a defense name today, as it should
The pieces are coming together…
Space exposure beta + defense beta is an excellent combo, and most importantly, unique for a s…↗