Shhh.. @ShhhhhCalm

$RDW One more thought on the $RDW thesis .. The more I look at this market, the more I wonder if Space / Defense could become one of the next major rotation themes .. AI, semis, memory and cloud drove a disproportionate share of the market’s gains in 2026 .. That does NOT mean AI is a bubble or that the story is over .. But expectations became crowded, CapEx became enormous, and the market is starting to ask harder questions about ROI .. Meanwhile, many public space names have already been crushed 60–75% from their highs .. But what interests me is that the fundamental story underneath the sector appears to be getting stronger, not weaker .. Space is no longer just a “future technology” story .. It is increasingly becoming strategic infrastructure .. - Communications - ISR - Navigation - Missile warning - Defense - Satellites - Launch - Orbital infrastructure These are capabilities governments cannot simply decide are no longer important .. The U.S. continues to invest across Space Force, SDA, missile defense, autonomy and national-security space .. @NASA is pushing commercial stations and lunar infrastructure .. Europe is building more sovereign space capabilities .. And $SPCX may become an important catalyst for the entire ecosystem .. Not only because of the attention Elon Musk can bring to Space .. But because lower launch costs and higher launch cadence can make more satellites, infrastructure and commercial applications economically possible .. More access to orbit can eventually mean a much larger Space economy .. Interestingly, @GoldmanSachs has also highlighted the opportunity beyond launch, toward the infrastructure and “picks-and-shovels” of the Space economy, similar to how the AI investment opportunity expanded far beyond the models themselves .. I am NOT saying money has already rotated from AI into Space .. I am saying the setup is becoming increasingly interesting .. If market leadership starts broadening away from the most crowded AI trades, Space / Defense has many of the characteristics I would want in a potential next theme : - Depressed prices .. - Improving fundamentals .. - Government-backed demand .. - Strategic importance .. - And multiple catalysts that are still developing .. There is another part I find interesting .. The public Space market is still relatively small compared with the enormous amount of capital concentrated in AI and mega-cap technology .. It may not require a massive rotation of capital to create a meaningful rerating across the sector .. That is another reason I like the setup around $RDW .. Not simply because “space stocks are down” .. But because I believe the Space economy itself may be entering a much bigger chapter than the market is currently pricing .. Still early .. Still a thesis .. But definitely something I am watching very closely .. 🛰️

Shhh.. @ShhhhhCalm

3 days ago

$RDW The deeper I dig into RDW, the more interesting the setup becomes .. I no longer see Redwire as simply a “space stock” .. What interests me is where its capabilities sit relative to where defense procurement, sovereign space and orbital infrastructure appear to be moving

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$CIFR looks interesting around $8.10 A bounce from $8 here would look really good .. 🤔

$CCJ at $77 ..insane last dip here CAMECO

$RDW The deeper I dig into RDW, the more interesting the setup becomes .. I no longer see Redwire as simply a “space stock” .. What interests me is where its capabilities sit relative to where defense procurement, sovereign space and orbital infrastructure appear to be moving next .. Redwire is becoming a Space + Defense Technology platform .. On defense, the U.S. Army is not just buying more drones, it is institutionalizing autonomy through training, procurement and force structure .. That matters for Edge Autonomy .. Stalker is already being integrated into Army training and procurement. Octopus may become equally interesting .. If Octopus ISR payloads gain adoption across third-party UAS platforms, Redwire could participate in the broader autonomous ISR ecosystem even when another company wins the airframe .. National-security space is another part of the thesis .. The U.S. is building increasingly proliferated architectures around missile warning, tracking, communications and resilient space infrastructure .. Golden Dome, SDA, SHIELD and NITE-STAR matter, but not because of the headline ceilings .. SHIELD is not $151B of revenue for Redwire .. NITE-STAR is not $980M of backlog .. The real signal will be funded task orders .. Europe is another area I think the market may underappreciate .. $RDW already has European manufacturing capability and programs such as MATTEO, QKDSat and Skimsat, while Europe is increasing its focus on sovereign space, defense and secure communications .. That makes the EnduroSat relationship more interesting as part of a broader pattern, even though an MOU itself is not revenue .. Commercial space stations are another angle .. Axiom awarded Redwire ROSA work for its first module, then returned with a follow-on order for the second .. Repeat business matters more to me than headlines .. And this is where Redwire’s model becomes especially interesting : It does not need to own every winning platform .. ROSA can power someone else’s spacecraft .. Octopus could fly on someone else’s UAS .. IBDM can dock someone else’s capsule .. Redwire systems can sit inside missions where another company is the prime .. That picks-and-shovels exposure across multiple potential winners is one of the things I like most .. Then there is optionality in VLEO through SabreSat/Phantom, microgravity pharma through SpaceMD, robotics and European sovereign satellite programs .. I do not assign major value to all of these today. Some will work. Some won’t .. The point is that Redwire has several independent paths to value creation .. Financially, the company has also changed : Q2 revenue: $117.1M Gross margin: 27.8% Contracted backlog: ~$542M LTM book-to-bill: 1.52x Liquidity: ~$608M Defense Tech is becoming a meaningful economic engine .. But the biggest issue I’m watching is dilution .. $RDW strengthened its balance sheet aggressively through equity issuance .. Growing revenue and backlog are not enough if value per share does not grow with it .. So I’m watching : - Share count / ATM usage - Operating cash flow - Backlog conversion - Defense Tech margins - Organic Space growth - Funded defense task orders - Third-party Octopus adoption - Additional ROSA/infrastructure customers - VLEO results - Capital allocation My average is around $8.09 .. At this level, I like the asymmetry .. Not because “space will be massive,” and not because every Redwire program will succeed .. I like it because I see multiple independent paths that could make Redwire materially more valuable, while several are still early enough that the financial statements do not fully reflect them .. That is the bet .. Now the breadcrumbs need to become contracts .. The contracts need to become cash flow .. And the growth needs to become value per share .. 🛰️

Shhh.. @ShhhhhCalm

a week ago

$RDW Is Redwire one of the best opportunities in the market right now? I have a feeling the space sector is going to be massive .. I’m in at $8.09 🛰️

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$ASTS Hmmmm nice move 🎯 🤔

Shhh.. @ShhhhhCalm

6 days ago

$ASTS $39 the last dip … 🤔

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$ASTS $39 the last dip … 🤔

$SPY, $QQQ Everyone’s saying “GENERATIONAL OPPORTUNITY” I’ve seen that a lot this weekend 😅 🤷🏻‍♂️

@SpaceInvestor_ $RDW : Nov 5

@Benny7ets Why you so angry my son ?

$RDW Is Redwire one of the best opportunities in the market right now? I have a feeling the space sector is going to be massive .. I’m in at $8.09 🛰️

$RDW he did it 🫡 From red to green 🛰️

Shhh.. @ShhhhhCalm

a week ago

$RDW It was -7% 🩸 Now just -1.50% 🛰️

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$RDW It was -7% 🩸 Now just -1.50% 🛰️

Shhh.. @ShhhhhCalm

2 weeks ago

$RDW From red to green ? 🤔

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$RDW From red to green ? 🤔

$JOBY Where is the last dip ? should to be here now 🤔

Shhh.. @ShhhhhCalm

2 weeks ago

$JOBY is that enough $4.75 .. 🔒 🤔

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$JOBY is that enough $4.75 .. 🔒 🤔

$NAUT Before one year, it was around $0.68 ~$0.72 🧬

Shhh.. @ShhhhhCalm

a year ago

$NAUT may be asleep, but not dead .. CEO bought shares, company cut costs 18%, cash runway till 2027, & big Alzheimer research collab active .. Trading near ATL for 100+ days , any spark could ignite .. Don’t sleep on quiet biotech .. 🤔🧬

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$SERV 🤔

Shhh.. @ShhhhhCalm

3 weeks ago

$SERV ROBOTICS 🤌🏻 🤖

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$MBLY 🤔

Shhh.. @ShhhhhCalm

3 weeks ago

$MBLY I added more at $7.18 🚘

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$SERV ROBOTICS 🤌🏻 🤖