Source Post

This Stock Could Be a Multibagger. Here's the Case

Jul 21, 2026

The creator discusses Voyager Technologies as a potential multi-bagger in the space industry, noting its recent stock performance and sector trends. While not currently invested, the creator highlights Voyager's interesting business and potential for significant returns if it reaches a higher valuation, comparing its situation to Rocket Lab and AST Space Mobile. The creator also briefly touches on SpaceX's valuation.

Linked Mentions

Tickers discussed in this post

BHVNeutralLow ConvictionResearch Only

Virgin plans to set up vertical solar towers on the moon's South Pole to harvest sunlight and sell electricity to NASA and private habitats, aiming to be the first power utility on the moon.

STHONeutralMedium ConvictionSignal-backedSecondary

Starlab, controlled by Voyager, is expected to launch a new International Space Station and has secured pre-sold capacity and recurring revenue streams, with Palantir operating its AI modeling.

SPCENeutralLow ConvictionResearch Only

SpaceX is mentioned as having peaked and subsequently declined, with the creator suggesting it's more attractive now than at its peak, though still potentially expensive.

ASTSNeutralLow ConvictionResearch Only

AST Space Mobile is mentioned as another space stock that has seen a significant drawdown and is trading below its weekly 50-day moving average.

RKLBNeutralMedium ConvictionSignal-backedSecondary

Rocket Lab, a current investment for the creator, has also experienced a significant drawdown similar to other space stocks and is hovering around its weekly 50-day moving average.

VOYGNeutralLow ConvictionSignal-backedPrimary

Voyager Technologies is presented as an interesting space industry company with potential for significant returns, despite a recent stock drawdown, though the creator currently holds no position.

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