Leaps are also expensive. Not quite there yet. 1/3 of my portfolio I do call options. with that 1/3 I only have 1/3 of it in a contract at any time. I turned 1k into 3.5k in a few days on a redwire call which turned into space x shares. Happy with that.

Are You🫵All getting yet??? @Redwire has positioned itself to be the hottest sector in all aspects of space operations and services! Now, more than ever… We all need More $RDW 💯🙌

注目宇宙銘柄バリュエーション一覧表 (2026.6.14) Space Exploration ( $SPCX )、Rocket Lab ( $RKLB )、York Space Systems ( $YSS )、Redwire ( $RDW )、Spire Global ( $SPIR ) 今週Space XがIPOしたため、銘柄を入れ替えました。 注目点は金曜日にSpace X以外の宇宙銘柄は下落した点です。 宇宙銘柄のトレンドがSpace Xに集約されるのか？ Space XはAI企業として注目されるのか？ それとも、宇宙銘柄と連動していくのか？ セクター動向においても注目が集まります。

$RDW ----- In May 2026, $RDW announced successful development, testing, and formal delivery of its MANUS lunar robotic arm prototype. Purpose-built for payload handling during future lunar missions, this milestone further solidifies Redwire's position as a core supplier to NASA's Artemis program. In mid-March 2026, Frank Calvelli – former Assistant Secretary of the Air Force for Space Acquisition and Integration, and a highly respected figure in defense and aerospace circles – formally joined Redwire's Board of Directors. This appointment is widely viewed as a powerful catalyst for Redwire to secure substantial Pentagon defense space contracts going forward. 1.The Ultimate Space "Pick and Shovel" Play – Bet on the Launch, Not the Launcher Whether SpaceX's Starship dominates cislunar space or other launch providers emerge, every satellite and space station requires two things: solar arrays (power) and antenna structures (communications). Redwire is the global leader in space solar arrays (including its ROSA flexible solar panel technology) and in-space 3D printing manufacturing. This "space infrastructure pick-and-shovel" positioning provides exceptional industry risk insulation. 2.Massive Backlog Locks in Visible Growth As of mid-2026, Redwire's contracted backlog remains near all-time highs at $498 million. Management guided full-year 2026 revenue to $450-$500 million, representing over 40% year-over-year growth. This level of high-visibility revenue expansion is extremely rare among small-cap commercial space names. 3.Dual Catalyst – National Security Defense Tech Transformation As geopolitical tensions extend to Low Earth Orbit, the DoD and Missile Defense Agency are aggressively advancing missile defense initiatives such as Project Golden Dome. Leveraging its military-grade satellite components and Frank Calvelli's government connections, Redwire is transitioning from a pure "NASA science exploration supplier" to a "Pentagon national security contractor" – triggering a valuation re-rating toward defense aerospace multiples.

$RDW ESA to boost European leadership in in-space operations and services. One of the pillars of the strategy is in-space manufacturing. An industry segment where Redwire holds a monopolistic 65% of the market share. RDW is already a prime contractor of ESA

Redwire $RDW Redwire manufactures critical space infrastructure — solar arrays, structural components, robotics, and in-space manufacturing systems. Long-standing relationships with NASA and the Department of Defense provide stable, recurring demand. As commercial space stations move from concept to construction, Redwire is well-positioned to benefit.

🚨RECAP: @asklivermore 's posts in the last 24h. (June 13, 9:00AM ET) 📈STOCKS MENTIONED - $SPY (SPDR S&P 500 ETF) — Watching / referenced as a benchmark. Down -2.03% since the June 5th decline. Used to show the portfolio is holding up better than the broad market. - $QQQ (Invesco Nasdaq-100 ETF, tech-heavy) — Watching / referenced. Down -2.60% since June 5th, slightly worse than the S&P. Cited to show tech weakness. - $PL (Planet Labs) — Buying. His personal favorite of the space names. Suggests building a position slowly, especially near the moving averages (the average price over a recent period, often used as support). No specific entry/target/stop given. - $ASTS (AST SpaceMobile) — Buying. Listed as a space stock to accumulate slowly at good prices near moving averages. - $RKLB (Rocket Lab) — Buying. Listed as a space stock to build into gradually at attractive levels. - $RDW (Redwire) — Buying. Listed as a space stock to build into slowly near moving averages. 🌡️MARKET CONDITIONS - Overall mood: cautious / neutral-to-bearish in the short term, but optimistic long term. - The market just closed the week with a bearish engulfing candle (a candlestick where a down day fully covers the prior up day, often a warning sign) AND a doji (a candle with little net movement, signalling indecision). - He notes the last time this pattern appeared it signalled a market top back in 2022, and shows a 2026-vs-2022 chart comparison. - Because of this, he is staying balanced until the market can erase that bearish weekly candle, which he calls very crucial. - Longer term he remains bullish: money is always flowing into markets via retirement inflows (401Ks, IRAs, pension funds), corporate buybacks, passive investing worldwide, and tax incentives. - Warning/theme: next week's candle will give big clues for the summer months. 📌KEY TAKEAWAYS - His portfolio is down -2.58% since June 5th, between the S&P (-2.03%) and Nasdaq (-2.60%), and he says it is outperforming many others (who are down -5% to -20%). - Current portfolio mix: AI 45%, Defensives 15%, Laggards 15%, Hedges 10%, Cash 15%. The goal is to stay strong on red (down) days and outperform on green (up) days. - He is explicitly buying space stocks: "Space stocks like $PL, $ASTS, $RKLB and $RDW are a buy for me." Build slowly, near moving averages. - He says do NOT be scared of red (down) days and do NOT miss the opportunity to build positions. - Core message: stay invested early and often, manage your emotions, and markets are designed to grind higher over time. 📚GLOSSARY - Bearish engulfing candle: A candlestick where a down day completely covers the previous up day, often read as a sign sellers are taking control. - Doji: A candle that opens and closes at nearly the same price, showing indecision between buyers and sellers. - Moving average (MA): The average price over a set number of days; traders often watch it as a support level to buy near. - Support level: A price area where buyers have stepped in before, where a stock may stop falling. - Hedges: Positions taken to offset losses elsewhere, helping cushion the portfolio on down days. - Laggards: Stocks that have underperformed and may catch up later. ⚠️DISCLAIMER We are not affiliated with @asklivermore in any way. This summary is based on posts publicly shared over the past 24h and is provided for informational purposes only. While we strive for accuracy, summaries may contain inaccuracies or interpretation errors. This content is not financial advice. Please DYOR. All trading involves risk.

Space stocks tumble as investors race to SpaceX -> Rocket Lab declined 13% -> Redwire slumped 14% -> AST SpaceMobile slid 16% -> Firefly Aerospace, sunk 20% -> Intuitive Machines fell 17% -> Virgin Galactic plunged 38%. ocregister.com/2026/06/12/sp…

Microgravity isn’t just a scientific curiosity, it’s a force multiplier for human health research. Redwire’s PIL‑BOX enable researchers to grow higher‑quality protein crystals and study diseases we all know too well—cancer, insulin‑related conditions, osteoporosis, and more. Leading pharmaceutical companies like @EliLillyandCo and @bmsnews, Aspera Biomedicines are already using PIL-BOX to gain insights that could inform their drug development pipelines. With 54 PIL-BOX units flown to space as of May 2026, "pharma companies continue to bring us new drug candidates", said John Vellinger, CEO of SpaceMD/Redwire Executive Vice President of In-Space Industries. Read more from @CNBC here: cnb.cx/4uwmPfU

🚀 10 Space Stocks Most Investors don’t Have Exposure To But Should : 1. $KRMN – Karman Holdings: Supplies mission-critical payload protection, propulsion, and interstage systems to rockets across the industry. Deeply embedded but under the radar. 2. $BKSY – BlackSky: Real-time high-resolution (35cm) geospatial intelligence. Scaling contracts toward $100M ARR trajectory. 3. $RDW – Redwire: Pioneering in-space manufacturing zero-G 3D printing, biotech, crystals, and on-orbit production. 4. $VOYG – Voyager Technologies: Leading Starlab, the commercial space station to succeed the ISS and sustain human presence in LEO. 5. $FLY – Firefly Aerospace: First commercial company with a fully successful upright soft lunar landing (Blue Ghost). Strong backlog for follow-ons. 6. $LUNR – Intuitive Machines: Delivered the first U.S. commercial Moon landing in decades and executing ongoing NASA CLPS missions. 7. $PL – Planet Labs: Daily Earth imaging from its satellite fleet. Record revenue growth and path to sustained profitability. 8. $IRDM – Iridium: Pole-to-pole satellite coverage via its 66-satellite LEO constellation. Proven free cash flow generator. 9. $RKLB – Rocket Lab: The only public U.S. rocket company at real scale, frequent launches Neutron development. 10. $ASTS – AST SpaceMobile: Building the world’s first space-based cellular broadband network for direct-to-smartphone connectivity. 2026 outlook is explosive. Most retail investors own zero exposure. That's an indicator of opportunity.

$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 3D printer in orbit back in 2014, built the first commercial manufacturing facility on the ISS, and pioneered in-space manufacturing long before anyone cared. Today, Redwire is flying recurring pharmaceutical crystal growth missions to the ISS every few months. Dozens have already been completed, with many more on the way. It was built in the shadows, while generating real revenue and flight heritage for years. Now the pieces are finally falling into place as microgravity manufacturing emerges as one of space's next killer application. And Redwire remains the undisputed leader.

RocketLab is investing heavily into bus production and subsystems to become a Redwire/Honeywell-type company. Launch is becoming a smaller part of their overall business.

$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 a broader move by the department in recent years away from helicopters and toward unmanned aircraft systems, expanding the role of Redwire in public safety operations.

1. $RDW / Redwire 2. $VELO / Velo3D 3. $RKLB / Rocket Lab 4. $ASTS / AST SpaceMobile. $ASTS is my second-largest holding, but looking ahead to the end of this year, I wouldn't rank it very high on the list.

Could you ever see a Redwire bought out by a Rocket Lab or another industry leader?

The SpaceX IPO $SPCX at a $2T valuation may dominate headlines, but the more immediate upside may emerge in the adjacent space names already showing potential to move first. Names to watch: Rocket Lab | $RKLB AST SpaceMobile | $ASTS Planet Labs | $PL Redwire | $RDW Intuitive Machines | $LUNR If the SpaceX narrative continues to build, these names could attract attention ahead of broader market participation. For traders seeking leveraged exposure, $SPCL offers 2x daily movement. NFA. Purely speculative.

Redwire ma swoje produkty także w kategorii łączności