RDW - Redwire Corporation

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.

Makes components and infrastructure for spacecraft. A bite-sized target that would help SpaceX pull its supply chain in-house.

Described as a critical space infrastructure provider with Q1 revenue up 58% YoY to ~$97M, a record $498M backlog, and participation in the US Space Force's Andromeda contract vehicle. The host sees it as a potential key infrastructure provider for the next generation of space exploration if contract wins and backlog expansion continue.

Fell 11.5% on Friday with a potential breakdown at the $14.70 level. Bearish setup to the downside.

Ross predicts Redwire will also sell off as it is attached to the SpaceX ecosystem and investors rotate into SpaceX directly.

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.