RDW - Redwire Corporation

Stock has tripled in two weeks and is at a critical juncture. Ross says it must hold the 20-day moving average (around $17.50) or it's over. Advises choking off the position with tight stops.

The host believes Redwire is well-positioned for the future of the space industry, focusing on post-launch infrastructure and technology.

Host considers RDW one of the best quality long-term stocks in the space basket. It operates in both space hardware/infrastructure and defense (drones via Edge Autonomy acquisition). Both TAMs are expanding massively. Expect more cycle highs before and right after IPO, then profit-taking dip, followed by long-term upside.

The host describes Redwire as 'definitely asleep' — meaning underappreciated — despite being up 130% year to date. Redwire helps operate in space rather than just launch — focusing on space manufacturing, robotics, mission systems, NASA contracts, and infrastructure for commercial space stations. He sees it as building 'what comes after SpaceX' and positioning for the future space economy.

Forming a perfect high tight flag pattern; needs a few more days of consolidation before a breakout buy.

SpaceX supply chain pick, already up 163% since Felix first mentioned it, but trade isn't over yet as SpaceX IPO hasn't happened. Recommends buying on pullbacks only.

Mentioned as one of ZipTrader's successful space stock runners. Charlie discusses the broader space stock theme and the upcoming SpaceX IPO, directing members to a Sunday briefing for detailed strategies on when to sell or trim positions in space stocks.

High-quality space hardware business with diversified revenue, strong backlog, commercial and defense customers, expanding into space-based biotech and drones via Edge Autonomy acquisition. Called out at $8.69, now at $25.44

Host notes the stock is up significantly from ~$9 when he recommended it on May 5th, and up another 27% today. He discusses it as part of the space basket repricing ahead of SpaceX IPO.

Already up 101% since the host's previous video (from ~$8.69 to $17.49), but still trades at only ~6x sales compared to Rocket Lab at 90x and AST Space Mobile at 500x. Host believes continued sector rerating and index fund rebalancing will drive more upside, though acknowledges increased risk after such a large move.