Redwire. Every tracked FinTwit mention of $RDW, newest first. 1000 mentions since the first on Jul 18, 2025. See the price chart.
July 2026 · 31 mentions
Jul 17
Space Investor — $RDW: Redwire is set to cut the ribbon on its new 30,000-square-foot Space Research and Manufacturing Facility in Georgetown, Indiana, on Monday, July 20.
The new facility adds an…↗
Jul 17
Space Investor — $RDW: Redwire just secured a new ISS research contract worth up to $600K to study granular material behavior in microgravity and and create "digital twins" (highly accurate compute…↗
Jul 17
InvestmentGuru — Space Sector Reset?
$RKLB
$ASTS
$SPCX
$RDW
$SATL
$SIDU
$LUNR
$FLY
The Space sector continues to face heavy selling pressure, with most rallies being sold. Short-term sentiment re…↗
Jul 17
InvestmentGuru — Who’s buying here
$QS $6
$SMR at $7.64
$JOBY at $7.34
$ONDS at $6.65
$SERV at $5.27
$SOUN at $6.31
$TE at $5.94
$POET at $7.67
$RDW at $8.45
$SATL at $3.57↗
Jul 16
Michael | Hypermarkets — The AI "bubble" already popped.
Average drawdown: -42% from peaks so far:
🔴 NuScale $SMR -85%
🔴 Oklo $OKLO -76%
🔴 Redwire $RDW -69%
🔴 Navitas $NVTS -63%
🔴 Oracle $ORCL -62%
�…↗
Jul 15
Space Investor — $RDW: Redwire today announced it has received follow-on awards totaling $21.5 million in Purchase Orders (POs) supporting the Portfolio Acquisition Executive Robotic Autonomous Sys…↗
Jul 14
Space Investor — $RDW: Gregory L. Heston to join the Board of Directors of Redwire.
Mr. Heston is a retired Ernst & Young (“EY”) audit partner with 38 years of public accounting experience, includ…↗
Jul 14
Space Investor — $RDW: Redwire Defense is gaining serious traction across multiple branches of the military.
After securing roughly $100M in UAS orders in Q2 alone, the company appears to be appro…↗
Jul 14
InvestmentGuru — The space sector is getting close to attractive buying zones after the recent pullback.
Watching closely:
$RKLB
$ASTS
$PL
$RDW
$FLY
$SATL
$SPCX — key level to watch is whether it…↗
Jul 13
Space Investor — $RDW: "With inert munitions from Orbital Research under one wing and an FPV drone from Neros to engage a secondary target under the other, we showcased the next level of combat pre…↗
Jul 13
Space Investor — $RKLB / $RDW / $LUNR / $ASTS
Market dips aren’t fun, but they’re part of the journey.
We’ve been through them before, and we’ll get through this one too.
Conviction pays.↗
Jul 11
Space Investor — The post SpaceX IPO selloff has hit space stocks hard.
Here's how the sector is performing year to date:
$IRDM 182%
$SATL 132%
$AMPG 104%
$VSAT 95%
$SPIR 88%
$PL 28%
$BKSY 20%
$R…↗
Jul 10
Space Investor — $RDW: "The foundation is laid for the fleet to take this groundwork and run with it."
Historically, Redwire defense's drone platforms have been heavily utilized as long-endurance…↗
Jul 10
Shay Boloor — China launches a rocket to space and successfully lands it back on Earth for the first time.
The global space race is about to accelerate.
$SPCX, $RKLB, $ASTS, $PL, $RDW, $VOYG,…↗
Jul 9
InvestmentGuru — buying opportunity in market
Photonics $AAOI $AXTI $COHR $GLW $NOK
Space $RKLB $ASTS $SPCX $RDW $SATL
NeoCloud $NBIS $CRWV $CIFR $APLD $IREN $HIVE $BTDR
Energy $OKLO $SMR $EOSE…↗
Jul 8
Space Investor — $RDW: VLEO IS READY FOR OPERATIONAL USE!
"The technology gap is now covered - advances in propulsion, power, optical payloads, onboard compute, and inter-satellite links move very…↗
Jul 8
Space Investor — $RDW: Lukasiewicz – Institute of Aviation (ILOT) has established a partnership with Redwire Europe today.
ILOT has experience in various programmes of the European Space Agency, E…↗
Jul 8
Space Investor — $RDW: iSpace today announced that it will commence a new service, providing a lunar transportation service that will launch aboard SpaceX’s Starship spacecraft.
This will be in a…↗
Jul 8
Space Investor — While everyone is chasing the gold, I'm looking at the companies selling the picks and shovels.
SpaceX and Blue Origin are raising billions, validating the biggest capital cycle i…↗
Jul 8
Space Investor — $RDW: Another sign of momentum at SpaceMD
Reichert was a former Principal Investigator at Merck Research Laboratories and contributed to early formulation/crystallization work on…↗
Jul 8
Space Investor — $RDW: Redwire announced today it has appointed pioneering industry leaders Paul Reichert, former Principal Investigator at Merck Research Laboratories, and Niki Werkheiser, former…↗
Jul 4
Space Investor — $RDW / $VOYG
I believe we’re about to see massive investment flow into space pharma over the next few years.
This sector is still flying under the radar, but I don’t think it’ll…↗
Space Investor — $VOYG: Starlab and The Ohio State University are accepting proposals for a Parabolic Flight Research Campaign in Switzerland, Sept. 7–11, 2026.
Priority research areas include spa…↗
Jul 2
Space Investor — $RDW: NASA's Space Reactor-1 (SR-1) Freedom is humanity's first fission-powered interplanetary spacecraft.
SR-1 combines a nuclear fission reactor with the Power and Propulsion El…↗
Jul 2
Midas — Here are the top stocks I found using @asymmetrix_xyz:
$ONDS
$TE
$RDW
$PENG
$OSS
If you want a FREE in-depth analysis on each company, join @asymmetrix_xyz.
Follow me for mo…↗
Jul 2
Midas — I bought $NBIS at $20.
I bought $RKLB at $18.
I bought $ASTS at $23.
I believe $RDW and $OUST are next.↗
Jul 1
Space Investor — NASA's 2025-2026 Announcement of Collaboration Opportunity (ACO) Awards
$RDW: Advanced Regolith Sintering for Thermal Management on the Lunar Surface
$VOYG (Astrobotic): Advancin…↗
Jul 1
Space Investor — $RDW: Redwire just filed a new Form 8-K
Redwire volontarily prepaid $40M of its term loan, reducing outstanding debt from $90M to $50M and increased their revolver from $30M to $5…↗
Jul 1
Space Investor — Lunar Forge’s core technology is laser sintering. Sintering describes the method of fusing powdered material into a solid mass, using high heat, without melting inputs to the point…↗
Jul 1
Space Investor — I bought $RKLB at $3.5
I bought $ASTS at $17
I'm telling you too, $RDW is one of those hidden gems in the space industry.
IYKYK 🤝↗
June 2026 · 128 mentions
Jun 30
Space Investor — $RDW: Today it was Taiwan's Coast Guard.
Next in line is the United Kingdom. Then Japan.
Redwire Defense is steadily expanding its international footprint. https://t.co/3EKin9jzr…↗
Jun 30
Space Investor — $LUNR / $FLY / $RDW / $VOYG
A lot of speculation that NASA might award CS-8 task order under CLPS 1.0 today!
This is NASA's first dedicated Moon Base payload delivery solicitati…↗
Jun 30
Space Investor — $RDW: REDWIRE WIN TAIWAN COAST GUARD AWARD
Redwire today announced that it has been awarded a contract by Taiwan Color Optics to deliver its Penguin Mk2.5 VTOL Uncrewed Aerial Sys…↗
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 · 110 mentions
Mar 31
InvestmentGuru — What a bounce so far
$ONDS
$SATL
$POET
$HIMS
$RDW
$RKLB↗
Mar 31
InvestmentGuru — $RKLB
$RDW
$SATL
$PL
Best way to play SpaceX IPO , IMO↗
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…↗
February 2026 · 105 mentions
Feb 28
Black Panther Capital — The hyperscalers and government are telling you exactly where to invest:
The AI capex supercycle is just beginning.
$655 billion.
That’s what the hyperscalers are spending on AI…↗
Feb 28
Shay Boloor — @KyleWilson77344 @JRupena $RDW CEO has always felt a bit too slippery for me to underwrite and unfortunately Joe now falls into that same category for me at $EOSE.↗
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…↗
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 31
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
A SpaceX IPO in 2026 would put the entire $1.8T space economy under its brightest spotlight yet with every layer of the ecosystem getting repriced:…↗
Dec 31
Shay Boloor — TOP GROWTH THEMES TO WATCH IN 2026
• Crypto | $HOOD, $COIN, $BMNR
• Quantum | $IONQ, $RGTI, $QBTS
• Robotics | $TSLA, $SYM, $ISRG, $RR
• Nuclear | $OKLO, $LEU, $GEV, $UUUU
• AI Ut…
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…
— $RDW: Britain will unveil its long-delayed Defence Investment Plan on Tuesday, prioritising £5 billion of investment in drones and a focus on autonomous systems.
Redwire has been…
Shay Boloor — SPACE STOCKS HAD A MASSIVE DAY
• $ASTS +21%
• $RKLB +17%
• $PL +17%
• $BKSY +15%
• $FLY +14%
• $LUNR +7%
• $RDW +7%
• $SPCX +7%↗
Jun 29
Space Investor — $RDW: "Our fuel cells are a unique technology that doesn’t exist in any other company anywhere else in the world," said Josh Stinson, Chief Growth Officer at Redwire Defense Tech.…↗
Jun 29
Space Investor — $RDW: Be careful shorting a space company using financial metrics alone.
To be fair, they raised valid concerns about margins, reporting and the slower growth we saw last year. Th…↗
Jun 29
Space Investor — $RDW: Short seller coming after Redwire.
After betting wrong against $RKLB and $ASTS ... we all know how those turned out.
Send it.🚀 https://t.co/4aYyVwFbj0↗
Jun 29
InvestmentGuru — The space sector is starting to find buyers after bottoming last week, and momentum appears to be improving.
$RKLB $ASTS $PL $LUNR $RDW $SATL $FLY $SIDU $SPCE https://t.co/zhzuQbfC…↗
Jun 28
Space Investor — $RDW: If Redwire manage to execute on any of these value drivers, it could be seriously undervalued here.
For a sub $3B market cap, you're getting multiple hyper-growth distinct p…↗
Jun 27
Space Investor — Last week was a liquidity drain due to the SpaceX IPO, this week was early investors hedging their locked shares.
A lot of what we've seen is flow and positioning, not business fu…↗
Jun 26
Space Investor — @FranciscoSpace5 @The_TrueAnomaly Jackal is a beast! And equipped with $RDW navigation and sensing cameras and star trackers↗
Jun 26
Space Investor — $RDW: Space-Grown Organs Could Transform Transplantation Industry Within A Decade
Redwire and a handful of aerospace and biotech firms are advancing tissue and organ science aboar…↗
Chris Ray — Crazy damage for space stocks this past month, with $ASTS actually down 11% YTD.
$RKLB $ASTS $LUNR $PL $RDW https://t.co/rldDlidd1Y↗
Jun 25
Shay Boloor — Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.
This has caused a maj…↗
Jun 25
InvestmentGuru — Space sector - not finding bottom
$RKLB
$ASTS
$LUNR
$FLY
$SATL
$RDW
$SPCX↗
Jun 25
Space Investor — $RDW / $MDA : The major nugget buried in this Bill is the emphasis on Link-16.
Compatibility means using similar infrastructures from Tranche 0-2.
Who provided the antennas for…↗
Jun 25
KaizenInvestor — I have said that the announcement of the ATM was a very bad timing for $PL. If we look at the numbers now, I’m not so sure of that any more.
$PL is down 48% of ath
$RKLB: 43%
$AS…↗
Jun 25
Space Investor — $RDW: Advancing the Future of Space Robotics with STAARK and MANUS
Redwire's Luxembourg team is developing two robotic manipulators that showcase Redwire’s expertise across orbit…↗
Jun 24
Tradable Astronaut — Space bros in shambles
$ASTS - 50% from highs
$RDW - 60% from highs
$RKLB - 40% from highs
$FLY - 60% from highs
Etc etc https://t.co/OPiQ4GaMa5↗
Jun 24
InvestmentGuru — Space stocks continue to struggle to attract buyers in the current market environment.
$ASTS
$RKLB
$RDW
$SATL
$LUNR
$SIDU
$FLY
While AI infrastructure, software, and select large…↗
Jun 23
Space Investor — $RDW / $SPCX: Starfall will unlock the orbital manufacturing economy. Redwire is one of the few companies already generating revenue from it, with a platform-agnostic business mode…↗
Jun 23
Space Investor — Starfall and the reentry sector is getting hot.
ElevationSpace, the Japanese satellite reentry startup that raised a $40M Series B last week already announced partnerships with Is…↗
Jun 22
Space Investor — $RDW: True Anomaly's JACKAL is equipped with Redwire’s navigation & sensing cameras and star trackers.
“The star trackers work in concert with the cameras to provide spacecraft na…↗
Jun 22
KaizenInvestor — @MikePippen77 $PL lost 44% since peak, $RDW 49%, $ASTS 45%, $FLY 51%, $SATL 46%,… only $RKLB lost less. So, you couldn’t be more wrong 😑↗
Jun 22
InvestmentGuru — Space Sector — Patience Is The Trade Right Now
$RKLB $ASTS $PL $RDW $SIDU $MDA $SATL $FLY
- The $SPCX IPO was the catalyst. It delivered. Now the sector is digesting.
- Profit-t…↗
Jun 20
Space Investor — $RDW: Starfall will significantly expand Redwire’s total addressable market by shifting microgravity manufacturing from experiments to high-cadence, commercial production cycles.…↗
Jun 20
Space Investor — A week after the SpaceX IPO, capital continued to rotate out of publicly traded space stocks. But the fundamentals of the industry haven't changed.
Here's how the sector is perfor…↗
Jun 20
Mike Investing — There is quite literally generational wealth awaiting in front of you right now…
If you invest $200K correctly then you will never have to work again.
This is what you need to be…↗
Space Investor — $RDW: New microgravity experiments are back from the ISS.
Four investigations focused on advancing development of a cancer therapeutic and analyzing crystal formation in space to…↗
Jun 19
The Future Investors — The global space economy could grow from $630B today to more than $3T by 2050 🚀📈
Here are the companies best positioned to benefit 👇
📡 𝗦𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲 𝗖𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁…↗
Jun 19
Space Investor — $RDW: Redwire has completed on-orbit operations for the latest batch of pharmaceutical drug development investigations, which launched to the International Space Station (ISS) aboa…↗
Jun 19
Space Investor — $SPCX / $RKLB / $RDW: Imagine what this means for the future of Orbital Data Centers...
Bullish for space solar 👀↗
Jun 19
Space Investor — $RDW: Redwire Unveils Upgraded Octopus E140 MWIR EO/IR Payload at Eurosatory, Combining Long-Range Performance, Precision Geolocation, and All-Weather Capabilities.
The upgrade O…↗
Jun 19
Space Investor — $RDW: Al Tadros, Redwire's CTO, was a panelist at the AI in Orbit Executive Conference yesterday, alongside NVIDIA and NASA.
There was a clear consensus during the talk:
Satelli…↗
Jun 18
Shay Boloor — Space companies have begun insurance talks for orbital AI data centers which is an early sign the concept is moving toward commercialization.
The industry hopes to bypass Earth’s…↗
Jun 18
Space Investor — $RDW: Jefferies reiterated its $24 price target on Redwire on June 17.
Analyst Sheila Kahyaoglu reaffirmed her rating in a note titled: "RDW: AI Needs More Space: Energy Transport…↗
Jun 18
InvestmentGuru — My subscriber-only portfolio is live and here’s the proof:
$SIVEF +250.34% | $HYLN +76.91% | $BB +60.55% | $KEEL +53.08% | $RDW +51.96% | $VLN +51.33% | $TE +41.25% | $NOK +41.12%…↗
Jun 17
Space Investor — $RDW: Successful Proba-3 mission extended until 2028
The European Space Agency’s (ESA) Proba-3 mission is extended until August 2028. The pair of satellites were originally due to…↗
Jun 17
Space Investor — Ken Griffin is "the most successful Wall Street entrepreneur of his generation"
…and he just happened to take a stake in Redwire and Momentus earlier this year.
$RDW 4.7%
$MNTS…↗
Jun 17
Space Investor — $RDW: New & upgraded Octopus optical gimbal.
"These payloads see further, deliver data faster, offer unmatched crisp imagery, and with a low SWaP ratio they don't need large aircr…↗
Jun 17
Space Investor — $LUNR / $FLY / $RDW / $VOYG
The European Space Agency just released two Lunar calls:
1. Request for Information: Commercial Lunar Data Products for Exploration Science. Data abou…↗
Jun 17
Space Investor — $SPCX / $ASTS / $RKLB / $RDW
News flash: Orbital data centers are happening, and the market is still massively underestimating what that could mean.
You should be very bullish.↗
Jun 16
Midas — @asymmetrix_xyz $RDW
$PL
$SATL
$RKLB
Posting my analysis on each of these companies here.
Don't miss out and follow me.↗
Jun 16
Space Investor — $RDW: NASA’s SpaceX CRS-34 Dragon is returning to Earth carrying a wealth of ISS science, including two experiments developed in collaboration with Redwire.
Redwire isn't just bui…↗
Jun 16
mon — The continued flow of capital toward SpaceX is creating a unique opportunity across the broader space sector. As investors pour billions into SpaceX at extreme valuations, space st…↗
Jun 16
Space Investor — $RDW: And some people still think there’s no value left in the space sector.
market cap: 2.66B
Liquidity: 1B
Backlog: 500M
Book-to-bill: 1.92x https://t.co/jqTcOz0Sfh↗
Jun 16
Space Investor — $RKLB / $RDW / $ASTS / $LUNR
We knew in the short-term, the $SPCX IPO would drain liquidity and pressure the sector, creating opportunities.
Nothing has changed about the long-te…↗
Jun 16
InvestmentGuru — THE SPACE ECONOMY STACK
10 Names. One Generational Megatrend.
$SPCX — The anchor. SpaceX’s Nasdaq listing transforms space from speculative to institutional. When the mothership g…↗
Jun 15
Mike Investing — Buying the $SPCX (SpaceX) IPO at $190 isn’t how you will get rich off the space sector boom…
Instead, buying these 5 space related companies is how you can:
1. $RKLB ~ Becoming a…↗
Jun 15
Space Investor — $RDW: Redwire is a strategic supplier for Blue Origin's Blue Ring, supplying Roll-Out Solar Array (ROSA) wings, along with Argus cameras and Low Voltage Distribution Units (LVDUs).↗
Jun 15
Michael | Hypermarkets — $NASA ETF core holdings (it owns $SPCX)
$SPCX will easily 100x-200x by 2035:
$SATS 10%
EchoStar satellite operator providing broadband connectivity and video distribution global…↗
Jun 15
InvestmentGuru — SPACE ECONOMY — TOP 5 WATCHLIST
$RKLB
Vertically integrated launch + spacecraft components
Neutron rocket scaling toward 2026 debut, M&A rollup building full-stack space infra
$…↗
Jun 15
Dustin — $RDW NasDaq futures are screaming +630- this is a full scale volatility regime reset. Move of this size only happen when macro risk collapes and global liquidity floods back into…↗
Jun 13
Space Investor — MY FAVOURITE SPACE NAMES
I’m not focusing too much on valuation or isolated multiples. In this space, they usually miss the point more than they help.
What matters is the directi…↗
Jun 13
Space Investor — $RDW: Baton Rouge Police Department uses Redwire Defense drones.
"Some federal agencies have it, Secret Service also," Baton Rouge Police Chief TJ Morse said.
The shift reflects…↗
Jun 13
Michael | Hypermarkets — $SPCX makes $20B/year with $2 trillion valuation.
Its revenue will 100x in a few years says $GS.
These 20 companies will explode 10x-20x with $SPCX:
LAUNCH & INFRASTRUCTURE
1.…↗
Jun 13
Space Investor — First of all, I'm always open to criticism, so I really appreciate Delian taking time to comment on my post about the microgravity research ecosystem.
I have a lot of respect for…↗
Jun 13
Space Investor — With all the volatility this week triggered by the SpaceX IPO, it's a good time to zoom out.
Here's how the publicly traded space sector is performing year to date:
$SATL 240%
$I…↗
Jun 13
Space Investor — $RDW: Almost nobody talks about the fact that Redwire has been laying the groundwork for the microgravity research field for decades.
Through Made In Space, Redwire put the first…↗
Jun 13
InvestmentGuru — $SPCX IS NOW PUBLIC — AND THE SPACE ECONOMY SUPERCYCLE HAS OFFICIALLY BEGUN
Yesterday was a defining moment.
The IPO ran four times oversubscribed, signaling massive institutiona…↗
Jun 13
Mike Investing — Buying the SpaceX IPO at a $2T valuation isn’t going to get you rich.
The true upside is within these 5 space themed names which are setup to breakout:
1. RocketLab ~ $RKLB
2. AS…↗
Jun 12
Black Panther Capital — @PE72190 I’m not in $RDW or $QS. My personal for PT for $ASTS (12months) is $160. Analyst are targeting $115-120. Thesis needs to play out of course. But ASTS margin is crazy if th…↗
Jun 12
InvestmentGuru — Space sector- sell on news event
$RKLB
$ASTS
$FLY
$RDW
$MDA https://t.co/m522lI5ELt↗
Jun 12
mon — I'd rather own individual space stocks like $PL, $ASTS, $RKLB, $VELO, $SATL and $RDW than buy $SPCX. The opportunity in space is still VERY early, and you want exposure to the comp…↗
Jun 12
Shay Boloor — Space stocks are getting hit today as investors appear to be following “sell the proxies, buy the leader” playbook on the day of $SPCX IPO:
• $SPCE -24%
• $ASTS -11%
• $VOYG -10%…↗
Jun 12
Space Investor — $RDW: One of the most impressive space missions flying today is PROBA-3.
Led by ESA, the mission consists of two spacecraft, Coronagraph (CSC) and Occulter (OSC), launched in Dece…↗
Jun 12
Dustin — $RDW Institutional ownership has declined somewhat compared to last month, but that doesn’t change the fact that it still has:
➼ 265 longs
➼ Only 1 shorts
And I’m NOT going to…↗
Jun 12
InvestmentGuru — $SPCX priced at $135. No raise. No hype tax. That’s the move.
Bulls: room to run on debut.
Bears: already stretched at $1.77T.
Either way — the space economy just got a new benchma…↗
Jun 11
Space Investor — $RDW: Can't stop, won't stop. https://t.co/8LqIiP3mSA↗
Space Investor — $RDW: On May 20th 2026, Redwire released its initial point design for a Data Center in Space prototype, compatible to be launched on Falcon 9 or larger fairings such as New Glenn.…↗
Jun 11
InvestmentGuru — $RKLB $ASTS $LUNR $RDW $PL $SATL $SIDU $FLY $MDA
The space sector is experiencing a once-in-a-generation re-rating event driven by the SpaceX IPO, accelerating government and com…↗
Jun 10
Space Investor — $RDW: That design looks a lot like ROSA...
UK startup Applied Atomics just raised $4M to open a US office for multimode satellite propulsion tech.
Applied Atomics’ ambitions exte…↗
Jun 10
Space Investor — $RKLB / $ASTS / $RDW
I may be anonymous for work-related reasons, but I've always been transparent with my portfolio and returns.
I finally opened my books and shared my brokera…↗
Jun 10
Space Investor — @WolfOfTrenchess $RDW is burning for IRAD into next gen programs like Andromeda, VLEO and Golden Dome, makes total sense.
Without IRAD they are actually turning a profit. Plus 1.…↗
Jun 10
Space Investor — $RDW: For QKDSat, Redwire is part of a multi-country consortium that includes Honeywell Aerospace and aims to provide quantum key distribution via satellite to safeguard against co…↗
Jun 9
Space Investor — $RDW / $VOYG: "The range of commercial opportunities is expanding as foundational aerospace industries set the necessary infrastructure.
Morgan Stanley predicts the space economy…↗
Jun 9
Space Investor — @BlackScholesMan and they picked $RDW to power their new METEO bus, I like them 🤝↗
Jun 9
Space Investor — $RDW: Post-ATM, Redwire will be sitting at roughly a $4B market cap with about $1B in cash.
Despite the recent run, it remains one of the cheapest names in the space sector when y…↗
Jun 9
Space Investor — $RDW: Bears, where were you the last 6 months? It’s been a while...
Same arguments are back on rotation again, just wrapped in a new headline. This time it’s the $500M ATM, presen…↗
Jun 9
Space Investor — $RDW: Why Redwire's $500M ATM makes sense
With the SpaceX IPO approaching, capital flowing into the sector and high volatility, I'd argue any ambitious space company should be thi…↗
Jun 9
Space Investor — $RDW: Redwire has filed a prospectus supplement for a new $500M offering.
The filing also confirms that the previous $350M authorized on May 6, 2026 has already been fully offered…↗
Jun 9
Space Investor — $RDW: On June 9, 2026, Redwire entered into an Equity Distribution Agreement.
Pursuant to the terms of the June 2026 ATM Agreement, the Company may sell, from time to time through…↗
Space Investor — @blorrior Similar things happened with $RDW recently, with AEI exiting and scaring a bunch.↗
Jun 8
Space Investor — $RDW: Being early is often a lonely journey.
The rewards may come later, but the criticism shows up immediately.
That's just part of the game.↗
Jun 8
InvestmentGuru — SpaceX IPO could be a defining moment for the market.
Just as AI transformed investor focus over the last few years, Space could become one of the next major sectors to reprice as…↗
Jun 8
Space Investor — $RDW: "When the ISS needed to upgrade their power source, Redwire was there to meet the need. We were there then, and we will be there now [ODCs] with ROSA and ELSA power systems!"…↗
Jun 7
Space Investor — $RDW / $VOYG: LUNAR DUST DEFENSE
With NASA’s Artemis campaign accelerating and a growing pipeline of Lunar missions, the Moon is set to see a steady cadence of landings, rovers, c…↗
Jun 7
Space Investor — One of the most underrated edges in my investing journey is this community.
Over the years, some of my strongest investment thesis weren’t built alone. They were refined through h…↗
Jun 7
Space Investor — $RDW - Wearing my new Redwire gear today.
If you see me out there, come say hi. https://t.co/iDMuPR35m7↗
Jun 6
Space Investor — $RDW - Redwire Europe enabled the "world's first precision formation flying" mission in space, with Proba-3.
Close proximity operations & precision formation flying are moving to…↗
Jun 6
Space Investor — @Bailey13148 On january 1st, I called $RDW as my top pick for the year. It still is. 🫡
https://t.co/h6Nw0vMQU6↗
Jun 6
Space Investor — Year-to-date performance across the space sector.
Which company are you most bullish on ?
$SATL: 263%
$IRDM: 167%
$MNTS: 160%
$SPIR: 119%
$RDW: 104%
$VSAT: 79%
$BKSY: 67%
$LUNR:…↗
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
Dustin — $RDW RDW’s Pre-Market Rally Sets It On Track To End 4-Session Rout – Retail Cheers The ‘Big Win’ From Space Agriculture Deal
No one in the industry is producing the niche.. STRAWB…↗
Jun 5
Space Investor — $RDW: The world's first commercial space greenhouse, growing plants in space!
Go Redwire. https://t.co/hKTpIRM2Xe↗
Jun 4
Jason Luongo — 7. $RDW - Redwire
Space infrastructure plus military drones. Revenue up 57.9% YoY with a record $498M backlog at a 1.92x book-to-bill ratio. Space Force $1.8B Andromeda IDIQ. Mult…↗
Jun 4
Midas — Top 10x Stocks for 2025 (according to subreddit r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10)…↗
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
Midas — Top 25 Darkhorse Bets for 2026 (according to r/WallStreetBets):
Here you go:
$RKLB ($28.67): 294 upvotes
$RDDT ($178.40): 228 upvotes
$BBAI ($4.44): 173 upvotes
$RDW ($18.10): 1…↗
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.…↗
— @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↗
May 26
PhotonBull — The space theme is flying pre market
$NASA up 8% overnight
Did you listen??
$RKLB $ASTS $FLY $RDW $LUNR $SATS https://t.co/8izMMKhW7x↗
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
Tradable Astronaut — While SPY pulls back the Space sector leaderboard on the AION Index tells a different story.
$RDW ranked 1st in sector.
$RKLB sector score 98, global score 99.
$VOYG global scor…↗
May 18
PhotonBull — Space stocks kind of strong today compared to many other names
$ASTS $RKLB $FLY $RDW $NASA $SATS↗
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
Chris Ray — 🚨 SpaceX will IPO on June 12th under ticker symbol $SPCX.
Let’s see how much of a pump the rest of the space sector gets… 👀
$RKLB $ASTS $PL $LUNR $VOYG $RDW↗
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 12
Tradable Astronaut — $FLY held the 50% retracement.
Consolidating at the 9MA.
$FLY thread: https://t.co/4lSKK85FFo
Call spreads targeting 65 already loaded.
$SATS double bottom forming.
Key resi…↗
May 12
Tradable Astronaut — Sp🅰️ce sector 9/9 bullish. ✓
Predictive outlook pointing to 286-403 on the sector index. ✓
86% of names above 10D MA, only 33% at 52W highs room to run. ✓
$RKLB and $RDW alr…↗
May 12
Tradable Astronaut — $RKLB and $RDW already started.
$ASTS, $FLY, and $SATS are next.
The Sp🅰️ce sector move is beginning. Next 10 days. 🧵 https://t.co/qZ67jty4Id↗
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…↗
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…↗
May 2
Shay Boloor — 2026 WILL BE THE SUMMER OF SPACE
SpaceX now has a 92% implied chance of going public this summer which could become the forcing function for the space trade.
A rumored $2T valuat…↗
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
Chris Ray — @DHanoi612 Not financial advice, but personally at these prices I’d still buy $ONDS and $OUST (just bought more ouster today).
$LMND is still cheap right now too imo.
$KRKNF and…↗
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,…↗
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
Shay Boloor — SPACE ECONOMY CHEAT SHEET
A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy…↗
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
PhotonBull — $FLY is the next big space runner after $ASTS $RKLB $SATL $BKSY $LUNR $RDW etc?
Seeing a lot of people discuss $RKLB vs $FLY
I think $RKLB is obviously safer and better as a comp…↗
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…↗
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
Tradable Astronaut — $RDW getting lit up today
It’s only a matter of time imo https://t.co/UdKpulpOJ1↗
Tradable Astronaut — $RDW breaking above $10.
That level has capped price for months.
Above $10 this becomes a different stock.
Anchored VWAP at $9.85 is the line to Close above.
Nfa https://t.co…↗
Apr 6
InvestmentGuru — The space sector is entering a
full re-rating phase
$RKLB
$ASTS
$RDW
$LUNR
$FLY
$PL
$SATL
$NASA
$SIDU↗
Apr 3
InvestmentGuru — NASA just launched Artemis II — and the moonbase era has officially begun.
Here’s what’s actually happening right now:
🌕 Artemis II launched April 1, 2026
→ First crewed mission b…↗
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 3
InvestmentGuru — Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with…↗
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
Chris Ray — Investors just realized that space is awesome.
$RKLB $ASTS $VOYG $LUNR $RDW $PL $BKSY $SATL $VSAT $IRDM https://t.co/Vb1cT5ZosL↗
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…↗
Shay Boloor — $RDW won a European Space Agency contract under the QKDSat program to help develop a quantum-secure satellite.
Redwire will provide its Hammerhead spacecraft platform and avionic…↗
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 2
InvestmentGuru — THE SPACE WATCHLIST
🔵 $RKLB
→ The #1 pure-play public launch company. Only Western rival to SpaceX with proven cadence
→ $602M revenue, 38% YoY growth, $2B+ backlog, Neutron roc…↗
Apr 2
InvestmentGuru — TWO CATALYSTS. ONE SECTOR READY TO RUN.
Today could mark a turning point for space investing:
Artemis II sends humans back toward the Moon after 50+ years, while SpaceX reportedly…↗
Apr 2
InvestmentGuru — A SpaceX IPO will mark the space industry as a “fully-fledged pillar of the public markets,” with spillover effects across satellite services, in-orbit operations, data & analytic…↗
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
Shay Boloor — A SpaceX IPO will force the market to rethink what space infrastructure is worth.
A $1.8T+ valuation would show that launch, connectivity & orbital infrastructure are real platfor…↗
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…↗
Space Investor — $RDW: Redwire providing imaging and navigation for humanity's return to the Moon.↗
Apr 1
InvestmentGuru — Best way to play SpaceX IPO
$RKLB
$ASTS
$SATL
$PL
$RDW
$LUNR
$FLY↗
Apr 1
InvestmentGuru — 10 high short interest play to watch this week if we move up
1. $HIMS +10% up today
→ Telehealth/GLP-1 play with >20% short float
→ Compounding pharmacy regulatory headwinds keep…↗
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
InvestmentGuru — The sectors that will define the next decade of wealth. Bookmark this. Your future self will thank you.
AI → $GOOGL $NBIS $ $PLTR
Chips → $TSM $ASML $NVDA $AMD
Space → $RKLB $AST…↗
Mar 29
Space Investor — $RDW: "[ELSA] is a step forward relative to solar array technology"↗
Mar 28
Chris Ray — How much is your favorite space stock down from 2026 YTD highs? 🤔
-43.3% $RDW
-39.5% $VOYG
-39.4% $ASTS
-38.8% $RKLB
-29.8% $FLY
-24.9% $LUNR
-21.0% $BKSY
-14.9% $PL
-12.9% $SATS↗
Mar 27
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 27
InvestmentGuru — $RKLB $ASTS $RDW $SATL $LUNR $PL $SIDU stocks that I am watching↗
InvestmentGuru — Space sector also saw profit taking today
$RKLB -9%
$ASTS -8%
$PL -8%
$RDW -3%
Only $SATL held strong, closing +3%.
No major negative news — this was macro-driven selling + rot…↗
Mar 26
InvestmentGuru — Space trade is going to be hot for next few weeks before SpaceX IPO
$RKLB $ASTS $RDW $PL $SATL $LUNR $SIDU $DXYZ $VCX↗
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
Tradable Astronaut — $ARM + 18% TODAY INSANE WORK BY
@DeepInference finding it on the scanner!!
His contracts are up 110% as well📈
Comment WAITLIST to be added to a waitlist for a 1 month free tr…↗
Chris Ray — After falling sharply yesterday, space stocks are RIPPING today on SpaceX IPO rumors.
Does your portfolio have space sector exposure?
$FLY $RKLB $ASTS $PL $VOYG $LUNR $RDW $BKSY…↗
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 25
InvestmentGuru — $RKLB $ASTS $RDW $SATL $SIDU $PL $LUNR will see momentum on this IPO https://t.co/ULjk3sNGtp↗
Mar 25
InvestmentGuru — SpaceX IPO will bring some excitement in space sector
$RKLB
$ASTS
$RDW
$PL
$SATL↗
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
Chris Ray — Can someone explain to me like I’m 5 why space stocks are getting hammered on the day that @NASAAdmin is giving his Return to the Moon/Golden Era of Space presentation? 🤔
$FLY $R…↗
Mar 24
Chris Ray — Just a reminder that Y Combinator batches are good leading indicators for tech industry shifts before they happen.
The Winter ‘26 batch has a bunch of space companies in the queue…↗
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
InvestmentGuru — $ONDS $PATH $OSS $IBRX $LPTH $ADUR $RDW $CLPT $LTBR $JOBY
10 stocks on watch
Mix of AI, defense, biotech, energy, and next-gen mobility — different sectors, same theme: early op…↗
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 24
InvestmentGuru — $PL $RKLB $ASTS $RDW $SATL $SIDU $LUNR $FLY
Aerospace is quietly setting up
With a potential SpaceX IPO on the horizon, the entire space sector could see repricing across the b…↗
Tradable Astronaut — $RDW is coiling at a critical level. Tight setup incoming.
Price broke out, ripped to $14, and has now pulled back into a tight symmetrical triangle right at the $9 support zone.…↗
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 22
Chris Ray — SpaceX possibly IPO’ing above $2 trillion? 🤯
I suspect a serious re-rating for most space stocks when this IPO happens.
The significance of the space economy will be undeniable.…↗
Mar 22
InvestmentGuru — SpaceX IPO is now projected to close above $2 trillion dollars, this can bring momentum across space sector.
$RKLB
$ASTS
$RDW
$PL
$SATL↗
Mar 20
Tradable Astronaut — The answer might be back into $SPY $QQQ $IWM
I am looking at the Space sector currently as it is top sector on @AionAnalytics right now.
9/9 bullish. 3-day 94%. 20-day 93%.
Cra…↗
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…↗
InvestmentGuru — If a SpaceX IPO hits the market and succeeds, the entire space sector could reprice overnight. Capital will flow into public “SpaceX proxies” and adjacent plays
$RKLB
Closest pu…↗
Mar 20
InvestmentGuru — Where to concentrate in this market
NeoCloud
$IREN $CIFR $NBIS
Photonics
$COHR $LITE $POET $LWLG
Chips
$NVDA $MU $TSEM
Drone + Defence
$ONDS $KTOS $RCAT
Robotics +Automation…↗
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…↗
Tradable Astronaut — While $SPY was chopping the last two weeks the smart money was rotating.
The two hottest sectors on @AionAnalytics right now:
Space: 9/9 bullish. 3-day 94%. 20-day 92%. Construc…↗
Mar 17
Tradable Astronaut — $RDW not a bad start
You can manage things accordingly going forward.
That’s a free 7%
Hope the thread helped ♥️🚀 https://t.co/MmKjlnMaEL↗
Mar 17
InvestmentGuru — $RDW
$PL
$SATL
$SIDU
Good to hold before SpaceX IPO↗
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
Tradable Astronaut — And today liquidity flipped supportive on the weekly trend.
The Space sector leaders are already emerging.
$VELO, $SPIR, $TSAT showing up at the top of the relative strength rank…↗
Mar 16
Tradable Astronaut — I am not saying this goes to $25.
I am saying someone with size clearly thinks it can.
And the data behind it is starting to agree.
Clean close above the 200 day MA is the trigg…↗
Mar 16
Tradable Astronaut — The chart tells you why.
$RDW is coiled inside a massive descending wedge going back to the March 2025 peak.
Volume spiking hard recently. Price compressing tighter every week.…↗
Mar 16
Tradable Astronaut — If the $RDW spreads expire above $25 by May 15 that spread pays out 2,400%.
Max profit $960 per contract.
Bookmark this & come back at exp so we can see how these contracts p…↗
Mar 16
Tradable Astronaut — Now here is where it gets interesting.
On March 12 while $SPY was bleeding, someone quietly bought $265K worth of $RDW $15/$25 call debit spreads across five separate tranches.…↗
Mar 16
Tradable Astronaut — $RDW popped up on the @AionAnalytics index today with a score of 94 out of 1117 tickers.
Rank #88. Space profile. Strong Leader classification.
What caught my eye was the history…↗
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
InvestmentGuru — $RDW nice news today
Redwire Awarded Prime Contract to Build First National Security Satellite for Belgian Defence, in Close Collaboration with Aerospacelab↗
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
Jason Luongo — The space economy is entering Phase 2 and most investors are only looking at one piece of it.
A SpaceX IPO in 2026 would put a spotlight on every layer of this ecosystem.
Here's…↗
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
InvestmentGuru — Aerospace Sector Could See a Major Repricing
The aerospace and space sector could see significant momentum if SpaceX moves forward with a potential IPO reportedly targeting a $1.5…↗
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
Tradable Astronaut — $SPY -0.4%
Aion Index
$AEHR +0.6%
$RDW +1.35%
$AAOI +5%
$CRCL -2.45%
$FSLY +8.62%
I heard @jimcramer said this yesterday
“Just impossible Day to Make Money”
Find good names hol…↗
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…↗
Mar 10
Tradable Astronaut — Aion Index is killing it today
$AEHR +9%
$RDW - 1%
$AAOI +9%
$CRCL + 8%
$FSLY + 4%
On top of the gains from yesterday.
Should we open up a waitlist for free trials?👀
Comment "…↗
Mar 10
InvestmentGuru — These are my 5 favorite sectors
1️⃣ Photonics / Optical Technology
The backbone of AI infrastructure, data centers, and high-speed connectivity. As AI compute grows, optical com…↗
Mar 10
Tradable Astronaut — One thing I will say though.
Pay attention to the names that held well and were moving today.
$AEHR +14.80%
$AAOI +15.74%
$CRCL +9.74%
$RDW +12.87%
$FSLY +8.39%
Here are some…↗
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 8
Shay Boloor — A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government + commercial customers.
When that happens, the mar…↗
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 7
Shay Boloor — President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base tha…↗
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 6
InvestmentGuru — Space stocks could see strong momentum before a potential SpaceX IPO.
When the largest private space company finally goes public, investors often rotate into public space names f…↗
Mar 5
InvestmentGuru — Nobody talks about the boring stuff that makes everything work.
Here’s where I’d put $10K today across the next decade.
THE BRAIN → $NVDA $AVGO $AMD
THE PLATFORMS → $AMZN $GOOG $…↗
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…↗
— $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…
InvestmentGuru — Space is the next sector
SpaceX Weighs Confidential IPO Filing as Soon as March
SpaceX could seek a valuation in the IPO of more than $1.75 trillion, some of the people said, as…↗
Feb 27
Frenchie — 🚀 SpaceX va faire une entrée en bourse le mois prochain
On parle d'une valorisation évoquée autour de 1,5–1,7 trillion de dollars, soit la plus grosse introduction jamais vue en…↗
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…↗
Feb 27
Space Investor — @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…↗
Feb 27
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
Midas — These 4 stocks are undervalued for 2026:
$RKLB
$ASTS
$LUNR
$PL
$RDW
SpaceX will make all space stocks go to the moon.↗
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
Black Panther Capital — 👀7 sectors and 27 stocks to add to your watchlist:
Photonics: $CIEN, $COHR, $LITE, $AAOI, $POET
Space: $ASTS, $RKLB, $PL, $SATL, $RDW
Data Center: $IREN, $CIFR, $NUAI, $WULF
S…↗
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
BMSInvests — If I wasn’t full port $ONDS, these are the 10 stocks I’d be buying right now:
$PRZO
$SOFI
$RDW
$ALMU
$SRFM
$XTIA
$HYPR
$HIVE
$TAKOF
$KRKNF↗
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
Black Panther Capital — 👀PRE-MARKET ACTIONS:
In 2027 these dips will be remembered as generational wealth opportunities.
Here’s your sale coming in this week:
🔴 $TE -2.17%
🔴 $OSS -0.21%
🔴 $IREN 1.6…↗
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
Tradable Astronaut — $RDW -23% since
Another "bull" flag forming, if it breaks, here are your lvls:
> $7.55
> $6.92 https://t.co/OKk7M8arnY↗
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
Shay Boloor — THE SUPER BOWL OF EARNINGS IS NEXT WEEK
• Monday | $HIMS, $WGS, $BWXT, $KTOS
• Tuesday | $MELI, $TEM, $AXON, $CIFR, $DOCN, $WDAY, $ZETA, $FSLR, $TMDX, $CAVA, $ABCL, $PRCT, $NVTS…↗
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 20
InvestmentGuru — Here’s how I’m looking at sector leaders 👇
Critical Minerals (Lithium, Nickel, Graphite)
$CRML
$ALB
$LAC
$VALE
$UAMY
Rare Earth Elements (NdPr Magnets, Strategic Materials)
$M…↗
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 19
InvestmentGuru — Space bounce continues
$RKLB
$ASTS
$RDW
$SATL
$PL↗
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 18
InvestmentGuru — Space looks good here
$RKLB
$ASTS
$RDW
$SATL
$PL↗
Feb 18
InvestmentGuru — Market is volatile. Sentiment is shaky. But this is where long-term money is made.
High-growth names are pulling back — and I’m looking at opportunity, not fear.
Here’s why these…↗
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
Black Panther Capital — 👀The ONLY watchlist you need for 2026.
EVERY sector the government and hyperscalers are pouring money into.
49 stocks across AI, hardware, defense, energy, and space.
→ Save th…↗
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 16
BMSInvests — @BamBamthatshit $ONDS is a great company.
I’ve researched $RDW a fair bit and I do think they have a good future too. Never heard of $KRMN prior to their award from SHIELD.
You’l…↗
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:…↗
Black Panther Capital — Hard truth:
MAG7 won’t make you rich UNLESS you already are rich.
Asymmetric plays can make you rich.
→ $TE
→ $IREN
→ $CIFR
→ $NBIS
→ $SOFI
→ $EOSE
→ $UAMY
→ $ONDS
→ $ASTS
→ $RK…↗
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…↗
Serenity — There are two companies that don’t care about market crashes.
$APP down 19.7%
$DNKG down 19.4%
$PINS down to 19.1%
$ASTS down 15.21%
$RDW down to 13.1%
$USAR down 12.4%
Silver d…↗
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 12
Black Panther Capital — Day 2 of the bloodbath🩸
🔴 $TE down 2%.
🔴 $IREN down 6%.
🔴 $NBIS down 6%.
🔴 $CIFR down 1%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 3%.
🔴 $ASTS down 10%.
🔴 $PL down…↗
Feb 12
Tradable Astronaut — Space went from cooking to cooked
$ASTS - 10% AH
$RDW $VOYG $RKLB all still in downtrend and rejecting MA's
If the 0.5 & 0.618 fibs don't hold it gets ugly
Would love to ge…↗
Feb 11
Black Panther Capital — INSANE 🤯
It’s a absolute bloodbath today 🩸
🔴 $TE down 9%.
🔴 $IREN down 6%.
🔴 $NBIS down 5%.
🔴 $CIFR down 7%.
🔴 $OSS down 2%.
🔴 $ONDS down 6%.
🔴 $RKLB down 7%.
🔴 $ASTS d…↗
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 11
Tradable Astronaut — $RDW as much as i like it longer term, it printed an ugly reversal candle on high volume and is forming a "bull flag" https://t.co/wAfIQK3VRs↗
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
Chris Ray — @ryansfinance $ONDS without a doubt.
Personally don’t love $RDW.
$RKLB is the highest quality but a little pricey rn. Would take a closer look at $PL, $LUNR or $VOYG.
NFA↗
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
Black Panther Capital — → PORTFOLIO UPDATE & REFLECTIONS:
Here’s what have changed:
I used the recent volatility to take some profit and consolidate around my highest conviction names.
LONG-TERM PORTFO…↗
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
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $SNDK +152%
2. $BE +65%
3. $WDC +64%
4. $CRML +59%
5. $ENPH +55%
6. $TWST +55%
7. $APLD +43%
8. $ASTS +40%
9. $NXT +39%
10. $MU +38%
11.…↗
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:…↗
Feb 6
Tradable Astronaut — Beautiful bounces across the board!
Please like & repost for more❤️
$RDW l $VOYG l $ASTS l $RKLB https://t.co/rxvQgjekNt↗
Tradable Astronaut — Space theme was hot to start the year, now selling off into fib supports. Would like to see it base here
$RDW l $VOYG l $RKLB l $ASTS https://t.co/wuq2YG3Grj↗
Feb 5
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…↗
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
Black Panther Capital — 🚨BREAKING:
The competition for AI Space Datacenters is ongoing as of now.
Elon: “100GW/year of solar-powered AI satellites requires 100GW/year of AI computers …”
SpaceX just fi…↗
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…↗
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
Jason Luongo — 2026 is already being decided.
These 4 sectors will dominate the markets:
AI Infrastructure & Compute - $IREN $CIFR $NBIS $NVDA
Edge AI & Drone Defense - $OSS $ONDS $LTRX…↗
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 28
InvestmentGuru — Some of these stocks absolutely ripped today, showing strong momentum and risk-on appetite across the market:
$RR +44%, $RDW +29%, $SATL +20%, $NUAI +19%, $BAER +14%, $APLD +14%,…↗
Jan 28
InvestmentGuru — Best way to get benefit from this is
$RKLB
$ASTS
$RDW
$SATL
$PL↗
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
Shay Boloor — A $1.4T SpaceX IPO valuation tells the market that launch, LEO connectivity & orbital infrastructure are foundational platforms with durable demand across government + commerci…↗
Jan 27
Tradable Astronaut — Shitcos carrying the port today $RR $RDW https://t.co/TZ2u4kdYdQ↗
Jan 27
Black Panther Capital — I recently added $RR, $RDW and $SATL to my watchlist.
$RR up 38% today.
$RDW up 30% today.
$SATL up 19% today.
My current watchlist:
$RR
$RDW
$SATL
$KOPN
$LPTH
$PATH
$LASR
$UMAC…↗
Jan 27
Space Investor — $RDW
Happy bagger day to those who celebrate.
Hard not to smile when the thesis plays out that quick 🙌↗
Shay Boloor — $RDW up over 10% after being named a vendor on the Missile Defense Agency’s $151B SHIELD IDIQ.
The win expands Redwire’s homeland defense footprint, though IDIQ awards don’t guara…↗
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
InvestmentGuru — $RDW - Redwire Selected for Missile Defense Agency's $151 Billion Multi-Vendor SHIELD IDIQ to Support Homeland Defense↗
Jan 27
Antonio Costa — $RDW Breaking: Redwire Selected for Missile Defense Agency's $151 Billion Multi-Vendor SHIELD IDIQ to Support Homeland Defense↗
Jan 27
InvestmentGuru — $IREN $CIFR $EOSE $IONQ $QS $ONDS $SOFI $HIMS $JOBY $RDW
Some compelling long-term buying opportunities in this market. These names sit at the intersection of innovation, disrupti…↗
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 27
InvestmentGuru — $RKLB $ASTS $RDW $SIDU $SATL
Aerospace stocks are coming under selling pressure after strong, extended rallies—likely a mix of profit-taking and rotation as markets digest gains.…↗
Jan 27
Gaetano — High beta selloff kicking up again?
I’m watching a number of names closely for adds or new positions.
Some are long-duration compounders I’m comfortable holding for years; othe…↗
Jan 26
InvestmentGuru — High-Beta Selloff: Space, Quantum, and AI Names Take a Hit
Today’s tape is a clear example — space, quantum, AI, critical minerals, and next-gen energy all seeing broad pressure:…↗
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
BMSInvests — 🔥 Stock Market Fire Sale 🔥
Top ten stocks currently on my watchlist👀🎯
$ONDS
$TAKOF
$SRFM
$RDW
$HIVE
$ALMU
$OSS
$DGXX
$HYPR
$XTIA↗
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
Black Panther Capital — 👀 Most mentioned asymmetric investments at the moment:
Energy:
$TE
$BE
$EOSE
Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET
B2C SaaS Provider:
$SOFI
$HIMS
$OPEN
Datacenter:
$I…↗
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
Black Panther Capital — 🔖 Bookmark this!
Simple way to start of your research:
1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analy…↗
Jan 25
InvestmentGuru — Space economy stocks.
1. Launch & Space Access
Companies that get satellites and cargo to orbit efficiently
$RKLB – Leading small-sat launch provider, expanding into medium-lift…↗
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 25
InvestmentGuru — My Favorite 20 Long-Term Stocks in This Market
$IREN — Bitcoin Mining / AI Data Infrastructure. Low-cost, renewable-powered mining with optional upside from AI/HPC demand.
$RKLB —…↗
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 24
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +197%
2. $SNDK +100%
3. $SKYT +72%
4. $BE +67%
5. $RDW +65%
6. $NTLA +63%
7. $ASTS +56%
8. $APLD +54%
9. $IREN +50%
10. $EOSE +49%…↗
Jan 24
InvestmentGuru — Space is the next big sector to concentrate on.
$RKLB $ASTS $RDW $PL $SATL $SIDU
What once felt futuristic is now becoming foundational—launch services, satellite constellations…↗
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
Black Panther Capital — I’ve been asked a lot lately what I’m looking at right now.
So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.
My goal for this portfolio is to conv…↗
Jan 23
InvestmentGuru — Space is next sector to concentrate on
$RKLB
$RDW
$SATL
$SIDU↗
Jan 23
Tradable Astronaut — $RDW time for the real move ?👀
$ASTS l $VOYG l $RKLB l $LUNR l $PL https://t.co/Ow2Lk7rmXN↗
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…↗
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
InvestmentGuru — $RDW
$SATL
$SIDU
$ASTI
On watch today for continuation↗
Jan 23
InvestmentGuru — Space X - IPO can bring momentum in aerospace industry
$RKLB $ASTS $RDW $PL $SATL $SIDU↗
Jan 23
IvanaSPEAR — Space is🚀this year. Here is why you should put it on your radar:
▪️Data centers in space are not sci-fi. Satellites currently use solar power and have computers on board. Benefit…↗
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 23
InvestmentGuru — This is where the money is going in this market
Rare Earths / Strategic Metals
$CRML $TMC $USAR $MP
Defense & National Security
$SKYT $KTOS $KRMN $AMTM
AI Infrastructure & Co…↗
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...↗
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 22
InvestmentGuru — Small-cap setups:
$QS, $EOSE, $CIFR, $RR, $ZETA, $ONDS, $RDW, $OSS, $LPTH, and $TSSI are showing better technical setups. These names are holding support, forming bases, or showin…↗
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
InvestmentGuru — $ONDS
$OSS
$LPTH
$SATL
$SIDU
$RDW
$CRML
$TE
$SHMD
$SKYT
This are the stocks that showing strength in this market.↗
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
Black Panther Capital — 11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defens…↗
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
Gaetano — I have now posted two pieces on this sector
$LASR $LPTH $OPTX $RKLB $RDW
The first one was an introduction to Photonics in A&D and why I believe it is a really attractive sector f…↗
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
Gaetano — Hoping for a pullback in the market to take a new Photonics Aerospace and Defense position!
Here is some of my watchlist with price levels -
$RTX - $180
$LHX -$305
$NOC - $580
$D…↗
Serenity — Personal TLDR research.
Western supply chain bottlenecks like $LPTH and $AXTI:
$MTRN - Beryllium (Spor Mountain)
$HALEU - Uranium | SMRs
$ESE - Space fuel tanks (through Va…↗
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
Shay Boloor — 10 NAMES TO WATCH IN THE SPACE ECONOMY
1. $RKLB becoming the second pillar of U.S. launch and space systems infrastructure with an $805M firm fixed-price Tranche 3 Tracking Layer…↗
Jan 18
Space Investor — The Space Avengers this year.
$ASTS: 55%
$RDW: 48%
$PL: 45%
$RKLB: 36%
$VOYG: 32%
$LUNR: 29%↗
InvestmentGuru — Space is no longer science fiction — it’s becoming critical infrastructure. These are my top space-focused plays: $ASTS, $RKLB, $RDW, and $PL.
$ASTS is building the first direct-t…↗
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
Tradable Astronaut — This is the beginning, crazy to think about.
$ASTS l $RKLB l $RDW l $VOYG↗
Jan 17
Shay Boloor — Going into 2026, I called out that a SpaceX IPO would put the entire $1.8T space economy under the brightest spotlight it has ever had because once the anchor of the sector goes pu…↗
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
InvestmentGuru — $RDW – Rising as a Key Player in Aerospace & Defense!
$RDW is emerging as a strong force in the aerospace and defense sector. With strategic acquisitions like Edge Autonomy and a…↗
Jan 17
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $CRML +154%
2. $SKYT +82%
3. $SNDK +74%
4. $KTOS +72%
5. $BE +72%
6. $AVAV +62%
7. $ASTS +59%
8. $RDW +54%
9. $IREN +53%
10. $NVTS +53%…↗
Jan 17
InvestmentGuru — Portfolio Performance as of Jan 16,
$PLTR +934.90%
$ONDS +534.54%
$CLS +464.04%
$HIMS +312.94%
$OKLO +309.02%
$SOFI +285.27%
$RKLB +229.68%
$NBIS +186.06%
$IONQ +165.84%
$QS +114…↗
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.…↗
Tradable Astronaut — $RDW Up 54% from our entry in https://t.co/7wVMAFWQC5
Use code LOYAL to join today!
$ASTS l $RKLB l $VOYG l $LUNR https://t.co/H9bmibaKDt↗
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."↗
InvestmentGuru — 10 strong looking stocks in this market
$LPTH
$OSS
$ADUR
$AMPX
$SOC
$SKYT
$RDW
$CLPT
$PL
$POET↗
Jan 15
InvestmentGuru — Defense and aerospace stocks to watch
- Control / Decision Software (The Brain): This is where wars are increasingly decided. Data fusion, AI-driven decision-making, and battlefie…↗
Jan 15
InvestmentGuru — The aerospace sector is showing a solid bounce today.
Names like $RKLB, $PL, $RDW, $SIDU, and $SATL all finished green, signaling renewed interest after recent pressure.↗
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
BMSInvests — I’m currently holding 40% cash in my portfolio.
I’ve sold all my small positions and trimmed almost 50% of my $ONDS position over the last few weeks.
I’m waiting for the next ma…↗
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
Shay Boloor — JANUARY LEADERSHIP IS ALREADY HINTING AT THE 2026 THEMES
• Grid & Power | $EOSE, $BE, $NVTS
• AI Utility | $IREN, $CIFR, $NBIS, $APLD, $CRWV
• Space Economy | $ASTS, $RKLB, $PL, $…↗
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
InvestmentGuru — HIGH-CONVICTION STOCKS THAT CAN TRANSFORM YOUR PORTFOLIO OVER THE NEXT FEW YEARS
AI & Software
$PLTR $IONQ $RBLX $PATH $ZETA
AI automation, data dominance, quantum computing, and…↗
Jan 13
InvestmentGuru — $PL at $16/17 and now $25
$RDW under $7 and now $10 plus↗
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 11
InvestmentGuru — Aerospace Stocks to Watch in 2026
$RKLB – Leading rocket launches, big commercial potential
$ASTS – Advanced satellite tech & space communications
$RDW – Defense & aerospace comp…↗
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 10
Shay Boloor — @FuturumEquities @danielnewmanUV A 2026 SpaceX IPO forces the market to rerate what launches, LEO & orbital infrastructure is worth which is why $RKLB, $ASTS & $RDW.↗
Jan 10
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #26
Daniel and I are back after a short break diving into the following topics:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• Th…↗
Jan 10
InvestmentGuru — 5 Core Sectors Your Portfolio Should Be Focused On for 2026.
The next market cycle will be driven by power, compute, connectivity, health, and automation. Positioning early acros…↗
Jan 10
Shay Boloor — HERE ARE THE TOP 15 PERFORMERS OF 2026
1. $OKLO +47%
2. $RDW +44%
3. $NVTS +41%
4. $ONDS +40%
5. $ASTS +34%
6. $EOSE +33%
7. $AMKR +32%
8. $AEHR +30%
9. $OUST +29%
10. $LRCX +28%…↗
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…↗
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…↗
Shay Boloor — We're live right now covering the following:
• CES reactions: $NVDA, $AMD, $MU, $INTC, $ARM, $SNPS, $QCOM
• The space trade: $RKLB, $ASTS, $PL, $FLY, $RDW SpaceX
• SaaS on sale: $…↗
Jan 9
InvestmentGuru — $RDW another strong play in aerospace, added here under $7 and now almost 40% up in my portfolio↗
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
Shay Boloor — FUTURUM EQUITIES PODCAST IS BACK
Daniel and I are back livestreaming on the Futurum Equities YouTube channel after taking a short break to recharge ahead of what’s shaping up to b…↗
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…↗
Jan 8
BMSInvests — @strandedpsgr Holding close to 30k cash now.
Still 4k shares of $ONDS and a small position in $KRKNF. Swung $RDW yesterday/today for a bit of profit. Looking for a reentry on $SRF…↗
Jan 8
InvestmentGuru — $ZENA |
Drone and defence is next big sector to watch. Strong move so far.
Why U.S. Drone Policy Matters
The U.S. is actively restricting new foreign drone models, pushing agenc…↗
Jan 8
InvestmentGuru — $RKLB $ASTS $ONDS $RDW $PL
The aerospace sector is showing strength overall, but any meaningful pullback should be viewed as a prime buying opportunity for long-term investors. W…↗
Jan 8
InvestmentGuru — Some of the stocks that can benefit
$LMT, $NOC, $RTX, $GD, $BA, $TXT, $HII, $AXTI, $ONDS, $RDW,↗
Jan 8
InvestmentGuru — Many stocks are seeing natural profit-taking after strong recent runs, with names like $ONDS, $RDW, $SIDU, $RKLB, $ASTS, and $IREN pulling back. This is healthy market behavior, no…↗
Jan 8
Shay Boloor — 2026 is the year space stops being treated as a speculative story & starts being recognized as real infrastructure for the next era of human capability.
• $RKLB building an end-to…↗
Jan 7
Shay Boloor — 2026 WILL BE THE YEAR OF SPACE
Orbital Launch (access to space)
• $SPACEX enables low-cost, high-cadence launch that underpins the entire ecosystem
• $RKLB provides dedicated laun…↗
Jan 7
BMSInvests — Bought 150 shares of $RDW @ $9.83.
Top level the company looks really good, bounced well off the support so far around $9.75.↗
Jan 7
InvestmentGuru — Stocks to watch in this space.
$RKLB
$ASTS
$RDW
$PL
$KTOS
$SIDU
$ONDS↗
Black Panther Capital — 30 STOCKS THAT CAN 2X IN 2026 ACCORDING TO GROK:
Technology:
$NVDA
$ONDS
$MU
$ADBE
$AMD
$UBER
$DELL
$MSF
$PLTR
Communication Services:
$NFLX
$NBIS
$TTD
$RDDT
Consumer Cyclical:…↗
Jan 6
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 6
InvestmentGuru — $ONDS
$RDW
$EOSE
$CIFR
$ZETA
$CCCX
$ADUR
$SKYT
$LTBR
$CRML
These are some of the strongest stocks in the current market.↗
Jan 6
InvestmentGuru — $RDW • $JOBY • $RR added and $CLPT • $POET watching to add↗
InvestmentGuru — The Fastest Growing Companies Heading Into 2026
From AI infrastructure and space to biotech, energy, and digital assets, these companies are where real growth is showing up on the…↗
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↗
Space Investor — $RDW / $FLY
"The most powerful electric propulsion system to fly in space" https://t.co/ey8qPLT4ks↗
Jan 5
Chris Ray — The founder-led Space Systems division of $RKLB is (and will continue to be) a far better space infrastructure business than private equity-owned $RDW.
Am I wrong?↗
Jan 5
InvestmentGuru — This 5 early stage play in aerospace space is starting to show strength.
$SIDU — Space & satellite infrastructure
$RDW — Space systems and mission-critical components
$PL — Earth…↗
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
InvestmentGuru — 15 stocks that are worth watching for next week.
$ONDS
$ASTS
$RKLB
$RDW
$SIDU
$SOC
$SKYT
$EOSE
$TE
$CLSK
$CIFR
$IREN
$IONQ
$POET
$PLUG↗
Jan 4
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space: The Next Strategic Infrastructure Layer
$RKLB, $ASTS, $RDW, $PL
Enterprise AI: From Pilots to Profits
$PLTR, $SNOW, $NOW…↗
Jan 4
InvestmentGuru — Portfolio performance:
This is what conviction + patience + holding through noise looks like.
$PLTR → +923.02%
$ONDS → +469.07%
$CLS → +446.14%
$HIMS → +337.65%
$SOFI → +306.08%…↗
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…↗
Jan 3
InvestmentGuru — $SIDU and $RDW strong looking stocks in aerospace sectors.↗
Jan 3
Shay Boloor — KEY FIB LEVELS TO WATCH AS 2026 BEGINS
AI Utility
• $IREN -- $33
• $NBIS -- $87
• $CIFR -- $15
• $WULF -- $11
• $GLXY -- $22
AI Power
• $EOSE -- $12
• $VST -- $140
• $NVTS -- $7…↗
Jan 3
InvestmentGuru — Best 25 Stocks in This Market — 2026 Watchlist
$IREN – AI Compute / Data Centers /
$IONQ – Quantum Computing
$RKLB – Space / Launch & Aerospace
$ASTS – Satellite Communications
$…↗
Jan 3
InvestmentGuru — $RDW interesting here https://t.co/VWx4vg8ft1↗
Jan 3
InvestmentGuru — Strongest stocks in my portfolio today
$RDW +18.7%
$ONDS +13.1%
$GLXY +10.8%
Top down stocks in my portfolio today
$PLTR: -5.6%
$TSLA: -2.6%↗
Jan 3
InvestmentGuru — $RDW great day , this one has nice setup in market, double digits coming IMO↗
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…↗
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…↗
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 2
Midas — What’s the best space stock that hasn’t run up yet:
$MDA
$FLY
$VOYG
$LUNR
$RDW
Cannot be $ASTS $RLKB.↗
Jan 1
InvestmentGuru — Orbital Compute is redefining the frontier of space tech. From next-gen satellites to advanced orbital solutions, this company is building the infrastructure of the future. For inv…↗
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,…↗
InvestmentGuru — Aerospace remains one of my favorite sectors heading into 2026.
From defense modernization to space becoming a real, investable asset class, long-term demand is strong and secular…↗
Dec 31
InvestmentGuru — Most investors look for the next trade. Real wealth comes from owning the right themes early and having the patience to hold.
This portfolio going into 2026 reflects that:
AI inf…↗
Dec 31
InvestmentGuru — Portfolio Review & Outlook: A High-Conviction Growth Strategy Going Into 2026
As we head into 2026, this portfolio reflects what disciplined, theme-based investing looks like when…↗
Dec 31
InvestmentGuru — 10 Stocks That Could Be Big Winners in 2026
$ONDS – Next-gen wireless & drone infrastructure
ONDS is positioned at the intersection of private 5G networks and autonomous drones—…↗
InvestmentGuru — Aerospace is one sector that continues to look more promising in this market.
$RKLB
$ASTS
$RDW
$PL
$SIDU
$ASTI
While many areas are seeing rotation and pressure, aerospace names…↗
Dec 30
InvestmentGuru — $RKLB $ASTS $PL $RDW $SIDU
Aerospace continues to stand out as one of the few sectors seeing active buyers, with selling pressure noticeably easing. While most of the market rema…↗
Dec 29
Chris Ray — @HyperTechInvest Wouldn’t touch $RDW with a 10-foot pole 😬↗
Dec 29
InvestmentGuru — Aerospace one of the green sector today
$RKLB
$ASTS
$PL
$RDW
$SIDU↗
Dec 29
InvestmentGuru — Aerospace is one I think will do better in 2026.
$RKLB
$ASTS
$PL
$RDW↗
Dec 29
Tradable Astronaut — @ChartsRUs0 @AlexJonesIA felt that with a $RDW trade, straight waterfall
https://t.co/wrXImI8dut↗
Dec 28
InvestmentGuru — Big Picture | Where the Next Cycle Is Taking Us:
Space:
$RKLB, $ASTS, $RDW, $PL
Enterprise AI:
$PLTR, $SNOW, $MDB, $NOW
Mag 7:
$NVDA, $GOOGL, $MSFT, $META, $AAPL, $TSLA, $AMZN
Po…↗
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
Black Panther Capital — As the end of 2025 is getting closer, I’ve seen a lot of great watchlist for 2026 lately.
@moninvestor just released his recently.
Instead of making a list. I want to highlight a…↗
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…↗
Dec 26
Space Investor — $ASTS / $RKLB / $RDW
Saying it proudly: I’m buying the after-Christmas sale.↗
Dec 26
Shay Boloor — Morgan Stanley is emerging as the favorite to lead the SpaceX IPO which is shaping up to be the most important listing of the decade.
If SpaceX debuts at premium multiples (65x 20…↗
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
Shay Boloor — FUTURUM EQUITIES PODCAST EPISODE #25
One of our favorite episodes to date since Daniel & I break down our 2026 market predictions:
• Crypto Outlook | $BTC, $ETH, $SOL, $HOOD, $CO…↗
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
InvestmentGuru — $IREN $IONQ $RKLB $ASTS $JOBY $ONDS $OKLO $NBIS $TSLA $RDW
Six high-conviction sectors to concentrate on for the coming years: Aerospace, Quantum, NeoCloud / AI infrastructure, R…↗
InvestmentGuru — $RKLB $ASTS $RDW $PL best in aerospace sector, keep riding↗
Dec 23
Space Investor — @itsRobertBurns I know of a stock involved in both... 🤫 $RDW↗
Dec 23
Chris Ray — After running more than 40% in 3 consecutive trading days, it looks like $RKLB is finally starting to cool off with a 6-7% drop in after hours trading tonight.
Other popular space…↗
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
Chris Ray — I’ve been seeing people post some completely NON-space sector stocks and claiming they’re part of the “space economy.”
If you want to research some ACTUAL space stocks, these are…↗
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."↗
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…↗
InvestmentGuru — $RKLB $ASTS $RDW $PL $SIDU
Aerospace is emerging as one of the strongest sectors right now, and this move may only be the opening chapter of a much larger cycle. Momentum, capita…↗
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
Shay Boloor — @SpaceInvestor_D $RDW management broke my trust earlier this year & in early secular growth themes like space/drones, management credibility matters more than anything.↗
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 20
InvestmentGuru — Added $RDW
I added $RDW to my portfolio, and this is one of those positions I’m comfortable building for the long term.
Redwire is quietly becoming one of the most important i…↗
Dec 20
InvestmentGuru — Portfolio performance update-
added $RDW , $JOBY and $RR to portfolio and now 21 positions.
$PLTR +1069.79%
$CLS +433.45%
$ONDS +374.23%
$HIMS +366.67%
$SOFI +304.31%
$OKLO +262.…↗
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
Chris Ray — The space sector is CRUSHING today. 🚀
This follows the signing of an executive order that ensures American space superiority, the awarding of T3TRK for Rocket Lab, and launch upd…↗
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
InvestmentGuru — U.S. Space Sector Ignites on Policy Shift & Industry Catalysts
U.S. space stocks rallied sharply as a meaningful shift in U.S. space policy and renewed industry momentum sparked a…↗
Space Investor — $RKLB / $RDW
How are we feeling, space investors?
Conviction Pays 🫡↗
Dec 19
InvestmentGuru — Here are five stocks shortlisted for potential inclusion in my portfolio, each with strong growth or thematic potential:
$RDW • $JOBY • $RR • $CLPT • $POET
These names are on my…↗
Dec 19
InvestmentGuru — The aerospace sector is shaping up to be one of the strongest themes to watch into 2026. This space is just getting started, with a wave of development, contracts, and commercializ…↗
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…↗
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 16
InvestmentGuru — High Risk / High Reward Watchlist:
$BITF
$RR
$EVTL
$POET
$BBAI
$ABCL
$RXRX
$RDW
$FUBO
$TE
For high-risk, high-reward opportunities, this is the part of my watchlist where asymmet…↗
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 15
InvestmentGuru — Aerospace one sector is looks strong
$RKLB
$ASTS
$PL
$RDW↗
Dec 14
Tradable Astronaut — Opening up 5 spots for 50% OFF LIFETIME
Valid until Christmas. Code CHRISTMAS 🔽
https://t.co/2yHR0G7M8L
$TSLA l $SPY l $POET l $ORCL l $RDW https://t.co/Lfm29khyxd↗
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...↗