We Just Doubled Our Money on a Space Stock in 13 Days...And Our Next Pick Is In!

Space Trade Playbook Update: Booking a Winner and a NEW TRADE ALERT

We closed a 103% gain on Redwire (RDW) this morning — in 13 days. One of three opening trades in our Space Stocks to Own Before SpaceX Lifts Off Playbook.

Here's what triggered it: SpaceX filed its S-1 last week, targeting a June 12 IPO at a $1.75–$2 trillion valuation. The entire space sector repriced overnight. RDW ripped 26% in a single session.

When a stock blows past every analyst target on the Street in under two weeks, you ring the register. So we did.

But we've already moved the capital into the next setup — and we think this one is bigger.

The new trade has:

• A larger backlog than Redwire

• Margins that are inflecting right now

• A valuation the market still hasn't priced in

It's up 32% on the SpaceX wave — but lagging every space peer. That gap shouldn't exist. We think it closes fast.

→ Read the full trade setup

Robinhood Just Handed the Keys to AI Agents

This week, Robinhood (HOOD) launched agentic trading and an agentic credit card — letting AI agents place trades and make purchases on a customer's behalf.

It's another layer of optionality on a stock already core to our conviction list. Here's what it means for the thesis.

→ Read the full HOOD breakdown