SpaceX IPO Anticipation Lifts RDW Stock To $28, RKLB, LUNR, BKSY, PL...

Added: 2026-05-29

[00:00:00]So, Redwire stock is up over 100% this month. And about one day ago, we sat here with a target of $25 while it was under 20 bucks a share. Today, it had $25. Let's take a look at what we got going on. So, if you guys been following the channel for a while, you already know the space tech market has been returning 100s of percentage points for those who are positioned right. And if you're coming in and you're only at like 10 or 12% per year still, maybe just on index funds, you're on the sidelines, there's really no excuse for you not to at least be optimizing some short-term structured trading and your long-term frontier market investing. The first link below, go apply and let's see if we can work together. So, let's jump into Red Wire. Now, it should be known that just about six months ago when this company was down here around $4 a share before this recent surge, when we were covering the structure of what's going on with their financials and why they're starting to build a lot of energy in the space tech market, this is what we went through. To me, that indicates you're going to see more growth in a company like Red Wire. And institutions oftent times become attracted to those things.

[00:01:14]And those are the things that you see that you invest in a company like Redwire and how many of you guys have been here. You buy the company and you see it sell down and you're like, but they have this contract and it makes so much sense that they're going to do well. Why are they selling down? And if you're lucky, you hold it. You hold it and then you get to see the value in institutions recognize that value and then boom, it reaches levels that you didn't even expect.

[00:01:44]That's a great scenario. The worst scenario is you see it go down and you're like, "Oh no." And you're like, "I thought that it was going to go up because look at all their contracts. It continues down. You end up selling." And then it goes up. And it takes conviction. The market rewards values.

[00:02:00]And one of the values in the market is patience. In no way I'm doing like a I told you so video or anything like that, but it's important to realize that there have been people that have sold down that have seen that and that they've been holding it still and now it's up here and they're very happy. And I just want to congratulate you guys if you are in that mode where you've made those levels. We've been fortunate enough to on the right here make over 150% in a short-term position on RDW. So, we continue to hold it here and hopefully you have been reaping the rewards as well. I know there's at least a dozen of you guys that have done over a 100% that we've tracked in our community. So, excited to hear that from you all. When it comes down to the three market moves, the three steps that we go through with Redwire, the first is that we have this event coming up with which is the SpaceX IPO. Now, about 6 months ago or a year ago, we did a top five video. And in this top five video, we went through the top five companies that have integrity and are most likely going to see a solid growth trajectory into the next few years. And a lot of these companies, Redwire was at five bucks at that time, but a lot of these companies, it's important to realize because back in the quantum market when we were covering those stocks at a dollar and you watched as all the quantum stocks started to rally, that's what's happening here. And in that instance, when you are watching that happen, you get exposed to these new companies that don't have solid fundamentals that end up costing you a lot more. Because what happens is when there's a correction, when there is a pullback, the companies that aren't fundamentally solid end up pulling back way more than you expect and they end up losing you a lot of money. Now what I would expect and this is what you should expect as well is that the equilibrium is similar to that of a real estate market. On one hand you have you know the the market of this this house. It's a big mansion. It's five bedrooms and it's a million dollars. Then you have on the right side um of the street you have another house that has the same exact specs and they're listing it. How much are they going to list it for? they're probably going to list it for comparable price, the same kind of million. The same thing is happening in this market because for example, Rocket Lab is a company that we started covering and I started investing in this company around two or three bucks a share because I had a friend that worked there. But I'll tell you, one of the reasons why we were able to make that gain was because they're simply tracking about onetenth of the value of SpaceX. So what does that mean? Well, whenever you have a company that's tracking the values of others, yes, it does create artificial potential valuations where you get exposed to potentially large corrections, but it also the good news is is that it's more predictable to see the continued equilibrium rise when there are things like an IPO that is happening. So, for example, if you know that this house just sold for a million dollars, it just sold, that puts a lot more validity behind the ability to command the prices of listing the house at a million dollars that has the same specs. So, if we know that the SpaceX IPO is coming out and it's going to be at this value of over a trillion dollars, the biggest IPO to ever have come out, then we could confidently say that if it's commanding those prices, what oftent times happens is companies end up buying the anticipation of the event. It's just like on Amazon when you people buy stuff. It's from this great book. It's called Atomic Habits and it says people buy the anticipation of the thing, not the actual thing. It's possible that when the SpaceX IPO comes out, all the quantum or not all the quantum, all the space tech companies correct massively as a result of the thing actually happening. Headlines come out, valuations are too high. It seems like these aren't making sense. Look at how much they're losing and they're at these value. Yeah, that could happen.

[00:06:28]Now you have Starlink that's propelling it. You have some of these companies making revenues from government contracts. But but my point is is that when that happens, you have to be not only prepared, but expect that the biggest time to make the gains are in the anticipation of the event. So right now from here, you want to have a good look at the next SpaceX IPO date when it's coming out and know exactly what's going on. So SpaceX IPO official date as of right now, it's projected to go public on June 12th. So we have about 2 weeks right now. It's expected to be around 1.5 trillion to 1.75 trillion with some estimates aiming for over $2 trillion plus. So what do we know about this? Well, if for example, Rocket Lab is tracking onetenth of that of the market cap, could we potentially see a world where RKLB jumps to 1.5 or $150 billion? That would be a 2x, a little bit over a 2x from current levels. So, it could reach, let's say, $200 to $300 per share. Now, this is important to realize, too. There's some projections coming out. The projections that we use go through the analysis of the fundamentals, the financials, the earnings, the technicals, as well as the riskto-reward.

[00:08:04]And these projections that we've built into Prophecy AI, which is our app here, actually have an accuracy of over 60% direction accuracy. And that's on 11,957 projections that we've run in our app from investors that use Prophecy App, which by the way, you should have a look at it. It's going to be in the second link in the description below, or excuse me, the third link below to go get Prophecy App. But the point is is that these projections are still anticipating bullish momentum into the anticipation, but that we're going to see some corrections after the IPO. So with Red Wire where it's at now, we saw highs of $28 a share. So once again, just getting back into where we saw this pullback from $28 today back down to $22 a share.

[00:08:56]Now, if we're looking at the hyperbull case where we continue the momentum and the space tech market continues to rally, then we can see these levels of around $22 exceeded up back into $28 plus in the continued uptrend. If we see a break below that 22 or $23 level, then from a technical perspective, you could see selldowns into that $18 to $20 range. But this is why the technicals are going to be less important right now. When you're looking at the financials of Redwire and why they're still potentially on track to continue their momentum is because their market cap is now at 4.3 billion. That's up there now. We were just covering them around under under a billion. So, you know, it's it's up there now. But here's what you got. Equities at a billion.

[00:09:49]They're a part of about 151 billion in deals. I've personally been able to go meet this company and what I found is that they have a lot of backing not just from the um residential or the um the general infrastructure but in the defense markets with the Golden Dome, the Homeland Security contracts and they're working with um a lot of the military as well for surveillance and getting space infrastructure up there to combat things like missile defense for example, which is part of why they've been a part of some of these deals that are in that $150 billion level. Now, we're not expecting them to have the full level, you know, and become, you know, build a Death Star or anything and have the main the main contract be them, but we are expecting them to see continued growth as a result. And with their current revenues doing just about half that of Rocket Lab at around $und00 million per quarter, they still got that negative net income, but again, $100 million in revenue per quarter is what they've sustained over the last three quarters, which does also draw some comparisons to that of Rocket Lab. Not that they have the same infrastructure and that they're launching rockets and that they have the same uh end-to-end approach as Rocket Lab. In fact, they have a lot different models.

[00:11:14]But you could see that that $4.3 billion market cap to see them in that $3.5 to to 7 billion market cap cap or above makes a lot of sense, which means that targets are up into this $30 to $40 range. And that is true into the next year. You have some projections from, for example, Grock here, paired with all of the analysis that I do that's fully automated into this system. Again, you can grab it in the third link below, anticipates that we're going to see over a 40% year-over-year growth with Red Wire continuing up to $35 a share. But there are some medium-term projections I was just looking at where you had some negative outlooks. Gemini anticipating 4% sellown, some corrections. So, just to watch out as it's not all super bullish, but for the most part, things are leaning bullish. Let me know your thoughts down below and what you think about Red Wire. I think the equilibrium right now is that we'll see continued momentum. And something to realize, there's a lot of other companies in similar situations. If you want to learn how to trade and see if the opportunities that present themselves at market open could be on your screen and you can actually capitalize on them with us, then I would encourage you to have a look at the second link below to tune on into Stockmate. We're there every day at market open Monday through Friday and it's at 6:30 a.m. Pacific Standard Time.

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