This Hidden SpaceX Stock Could DOUBLE… Nobody Is Talking About It

Ajouté : 2026-05-07

[00:00:00]Last Friday, I gave you a stock I was watching tied to SpaceX, and by Monday, it had doubled. The company was Filtronic, a tiny British supplier with a monopoly on a crucial component of the Starlink system, and many of you made a lot of money on it. We cashed out Monday morning during our live Black Ops training session. But if you missed it, don't worry because the same exact pattern is setting up again on a different stock in a different country, but riding the same wave. Today, I'm going to give you that name and I'm going to show you why it is the next big play. I also want to walk you through the specific catalysts that could turn this into a 50, 80, even 100% plus move.

[00:00:41]And be sure to subscribe to the channel cuz I drop these videos every week. Now, let me start by telling you something that no one on Wall Street is willing to say. The MAG 7 trade is finished. Apple, Microsoft, Google, Amazon, Meta, Nvidia, Tesla. Buying these stocks today is a losing formula. Not because they're bad companies, but they have gone from being cash cows to bleeding cash. Combined, they're spending more than $400 billion a year on AI infrastructure, data centers, chips, power, cooling. Their revenues at all-time highs. Their cash flows are getting crushed. You see that money, those profits used to sit on the balance sheet. They used to stay in the company account, but now it's getting spent. It's going out the door into suppliers, into miners, into the small companies actually building the stuff they are buying. And SpaceX, same exact story. They just raised another $15 billion in capital. That money is not staying inside SpaceX. It is flowing into the supply chain into the small cap names Wall Street and most investors frankly aren't paying attention to.

[00:01:51]That's where Philronic was sitting.

[00:01:53]That's where the next one is sitting right now. Now, let me show you something you may not know. Every Starship that leaves the launchpad uses thousands of pounds of high-grade titanium. The hot section, the structural alloys, the fuel system components. Titanium is what makes the whole thing possible. But here's the thing. The United States doesn't produce this stuff at scale. We import roughly twothirds of our aerospace grade titanium. Most of it comes from Russia.

[00:02:22]Some from China, some from Japan.

[00:02:24]Actually, the Russian supply got cut off in 2022 and the war started. So, you've got the largest US space program in history. SpaceX, Starship, Starlink about to scale by orders of magnitude over the next 5 years. and the metal that makes it possible is sitting in geopolitical no man's land. Now, the Pentagon figured this out and they immediately started writing checks or wrote one of those checks to a company called Iperion X, ticker IPX.

[00:02:59]Now, it's listed on the NASDAQ exchange this time and trading at around 30 or 35 bucks. And this could be the next filtronic. Let me walk you through why.

[00:03:10]Now, Perion X has patented a process called HMR.

[00:03:15]And without getting into the engineering, because frankly, it's just boring. Here's what it actually means.

[00:03:20]They produce aerospace titanium in the United States from recycled scrap at a fraction of the energy cost of the legacy producers. No Russian supply chain, no Chinese choke points, no environmental nightmares. The Department of War has already committed $47 million in federal funding to scale this thing up. So, the federal government is paying this company to build out US titanium production. And that doesn't usually happen unless it is strategically critical. It also doesn't happen unless they think the company can actually deliver. Now, by the way, if you like content like this, if you want the trades I'm actually taking, you need to join the Black Ops trading service. It is five bucks for the whole year, and you're going to get live one-hour weekly mentoring sessions with me every Monday.

[00:04:17]If you were on the one last week, you made enough money to pay for this service for a thousand years. I'll also give you my proprietary Trading View indicators along with my newsletter, bonus reports, and access to my inhouse support staff. Click the link in the description, scan the QR code, or go to tradewithros.com to get signed up because this is exactly the kind of stock we go after in that service. Now, let's get back into it with the catalyst. And this is the part I think that matters the most because this is not a wait three years and pray story.

[00:04:51]There are four catalysts on the board for this year. They are specific. They are datable. And again, all are hitting in the next 12 months. Catalyst number one, they just turned the lights on.

[00:05:03]Their Virginia campus transitioned from what they were calling pilot scale to 247 continuous commercial production in March. So, they're running this thing around the clock. That should give you an idea of the demand there. Catalyst number two, a ramp up in capacity. They are at roughly 50 tons per year right now. They're targeting 200 tons by the end of 2026 and then a 7fold expansion to 1,400 tons by mid 2027. So from 50 right now to 1,400 what? 14 months 16 months from now. That's a big ramp up.

[00:05:42]That's enormous growth and I can make big moves in the stock. Catalyst 3, the earnings flip. Now, management projects positive EBIT DA by year end 2026. Look, this stock went from six to 60, then all the way back down to 20 in the last couple of years. That's what happens with a story stock. Nobody knows how to price it. But the minute the income statement turns green, the entire investor base shifts from speculators to growth funds. And growth funds buy big.

[00:06:15]And catalyst number four, the Titan project. Now, they own a 100% of critical minerals project in Tennessee.

[00:06:23]And the definitive feasibility study, that is a document that turns it from we think there's probably minerals there to here's the economics, drops this quarter, Q2, 2026, and combined that is four hard catalyst in 12 months. Most stocks don't get one. Now, look, I'll always tell both sides of this, okay?

[00:06:44]So, the street is starting to wake up to this. Analyst price targets are sitting around $55 a share. The stock at the time of this recording is at 32. So, that's about a 75 78% upside just to consensus. And I would argue consensus is too low because consensus doesn't price in what happens if Starship pulls a single major titanium contract through this company or what happens with the Pentagon doubles down on US titanium independence, which they will. Now, I'm not telling you this is a sleepy little stock. The chart is starting to set up.

[00:07:20]Pullbacks are getting tighter. Volume is drying up on the downside. There's a shallowing forming on the daily chart.

[00:07:27]exactly what I like to see. And when this thing breaks out of this low base, it could make a fast move into the $50 or $60 a share range. Now, are there risks? Of course. This is a small cap.

[00:07:41]It's essentially pre-earnings. The story doesn't work if they don't execute. If they miss the Virginia ramp up by two quarters, the stock takes a haircut. If that feasibility study disappoints, it sells off. Customer concentration is also real. Federal funding can move in either direction depending on who's writing the checks. On the other hand, one more big client like say, I don't know, SpaceX could send this stock into orbit. Yes, that was cheesy. Whatever.

[00:08:12]But we have a strong bull market. We have indexes making new highs. We have a ton of momentum in the space sector thanks to the SpaceX IPO. And we have IPX, a niche material company positioned to solve the titanium bottleneck. The odds, folks, are stacked in our favor.

[00:08:31]Look, the SpaceX IPO is the big headline, but it's not where the asymmetry is. As an investor, your job is to get odds on your money, to find stocks with limited downside and a massive upside. And that is found in a supply chain in a small companies actually getting paid every time SpaceX scales another launch, every time the Pentagon orders another batch of titanium, and every time another MAG7 capex dollar gets deployed somewhere in the real economy. Filtronic was that trade for Starlink RF components.

[00:09:10]Iperion X is that trade for US domestic aerospace titanium. Same pattern, same setup, just different stocks. Now, I won't promise you that this one doubles in 48 hours like the last one, but this is one of the cleanest backdoor SpaceX plays sitting on the NASDAQ right now.

[00:09:29]Folks, don't forget to subscribe to the channel and click the link in the description to sign up for my Black Ops trading service. It is just $5 for the whole year. Weekly mentoring sessions, a second session with my analyst every Thursday, my weekly newsletter, bonus reports, access to my team, a ton of stuff. Just five bucks. Click the link, scan the QR code, or go to tradewithro.com to get signed up. I'll see you in the next