ASTS is noted as a space stock that could experience a recovery following a market breakout.
Source Post
Micron, Redwire & AMD: The Next Rally May Have Just Started
Jun 25, 2026
The creator discusses Micron's recent earnings, highlighting its significant revenue and gross margin increases driven by AI demand. They suggest that Micron's performance could lift other semiconductor stocks like AMD and Taiwan Semi, and also touch upon Redwire's potential in the space tech market due to government funding.
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Tickers discussed in this post
LUNAR is listed as a space stock that might recover after a market breakout.
Rocket Lab is mentioned as one of the space stocks that could see a recovery once the market breaks out.
Broadcom is mentioned as a semiconductor company that could potentially follow AMD's positive earnings trend.
Onsemi is mentioned as one of the semiconductor companies that could follow AMD's lead after earnings.
Redwire and other space stocks may see a breakout and potential 25-30% move upwards, but there's no clear indication yet, and they are still facing rejections.
Redwire, a space tech company, has seen recent selling pressure but may benefit from government spending and contracts, similar to AMD.
Super Micro Computer is mentioned as a semiconductor company that has sold down, and its future movement could be influenced by Micron's earnings.
Nvidia is mentioned as a semiconductor stock that has crushed earnings and is being lifted after hours.
Taiwan Semi is mentioned as a semiconductor stock that is being lifted after hours, likely due to the positive sentiment from Micron's earnings.
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MUbuy opened Jun 25, 2026
-24.11%