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The creator advises against buying SpaceX due to its high valuation and suggests three smaller, publicly tr...

Jun 7, 2026

The creator advises against buying SpaceX due to its high valuation and suggests three smaller, publicly traded space companies as alternatives: Redwire, BlackSky, and Spire Global.

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Tickers discussed in this post

SPIRNeutralLow ConvictionSignal-backedSecondary

Spire Global is described as a highly volatile, risky 'lottery ticket' play in the satellite data subscription space.

BKSYNeutralMedium ConvictionSignal-backedSecondary

BlackSky is noted for its AI-powered spy satellites and recent government contract wins, with a solid current ratio.

RDWNeutralMedium ConvictionSignal-backedSecondary

Redwire is highlighted as a space hardware provider with strong revenue growth and a record backlog, currently experiencing a pullback.

SPCXBearishHigh ConvictionSignal-backedPrimary

The creator advises against buying SpaceX, citing its high $1.75 trillion valuation ahead of its IPO.

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Tracked calls opened from this post

SPCX
sell opened Jun 7, 2026
-16.74%