BlackSky is mentioned as a holding within the space stocks sector.
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Top Stocks I'm Watching This Week
The creator discusses the current market movements, particularly in AI, data center, and photonics sectors. He highlights a trade in AAOX, targeting a move to $100 a share, and mentions Redwire (RW) as a stock that has seen significant gains, with some members achieving over 20% profit.
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Tickers discussed in this post
Planet Labs is mentioned as a top holding within the space stocks sector.
AST SpaceMobile is mentioned as a top holding within the space stocks sector.
LUNAR is mentioned as a top holding within the space stocks sector.
The creator is watching APLD for a potential dip at market open, which could present a buying opportunity.
Intel is a safe bet in the current market, with no apparent downside.
The creator views Robinhood's IPO as a significant mistake due to a substantial price drop, advising against buying stocks at IPO.
The creator may buy more Tesla if there's an allocation out of the stock, especially if SpaceX merges with it.
Will Rich is a high-conviction investor in Rocket Lab, calling it one of his best-performing assets.
The creator strongly advises against trading NVTS due to extreme overbought conditions and lack of revenue justification, suggesting a potential 25% sell-down.
MNTS is mentioned as a stock to watch for momentum with the SpaceX IPO, but no specific action is advised.
The creator is holding Redwire (RDWR) long-term, noting its significant price appreciation and positive community performance.
AAOI is identified as the underlying asset for the AAOX instrument, which is a photonics company that has seen a significant pullback from $100 to $50.