RDW - Redwire Corporation

Momentum play to the upside. If it breaks out above $11.35, watch for another move; stock has averaged ~6% moves when it pumps but faded into the close.

Doesn't see anything; confused price action; company doesn't make money, no profits; not tradable now.

Creator is 'very, very bullish' and says he loves the company; key supplier of solar arrays, deployable structures, and in-space manufacturing hardware for the whole industry buildout.

Redwire is a key supplier of parts for other spacecraft (solar arrays, structures, in-space manufacturing). The host stated 'I love this company right now' and is 'very, very bullish', citing strong proof of concept from latest earnings.

Space infrastructure and defense; Q1 2026 revenue up 58% to $97M; record backlog $498.1M; acquisition of Edge Autonomy; US Air Force contract and solar array contract.

Stock is down 57%, falling knife. Not interested in catching a falling knife. Minimal sales, not profitable.

Described as a great long-term buy at $12, about 50% off its high. Quality picks-and-shovels play with star trackers, solar arrays, in-space manufacturing, plus fast-growing defense and drone business. Q1 revenue up 58% YoY to ~$97M with ~$500M backlog.

Space stocks getting 'eviscerated' as attention shifts to SpaceX direct. All the backdoor space plays (Rocket Labs, Redwire, Iperion, Lunar) are down 50-60%. Ross told viewers this would happen. The move is over.

Presenter references their own previous recommendation of Redwire at $5, noting it has since risen to ~$13. This is presented as a past success story to frame the current video's thesis, not as a new recommendation.

RDW builds physical space infrastructure (solar arrays, sensors, satellite hardware) and is part of a $1.8B Andromeda government contract. Revenue up 58% but still burning cash with share dilution risk. Felix sees a potential second chance if the stock bottoms above a key level and exceeds recent highs around $17.30. He classifies this as high-risk growth.