Source Post

Space Stocks Are Crashing Before The SpaceX IPO — Don’t Miss This

Jun 7, 2026

The creator discusses the space sector, noting pullbacks in stocks like Rocket Lab (RKLB) and Planet Labs (PL) due to factors like Broadcom's earnings and a Blue Origin explosion. Despite these dips, the creator sees potential buying opportunities as these stocks approach previous resistance levels that could act as support, especially with the upcoming SpaceX IPO.

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Tickers discussed in this post

TSLANeutralMedium ConvictionSignal-backedSecondary

Tesla's self-driving technology has proven effective, demonstrating that while some innovations take time, they eventually come to fruition.

APLDNeutralLow ConvictionResearch Only

Applied Digital (APLD) is mentioned as a data center company that has pulled back from all-time highs.

NVDANeutralLow ConvictionResearch Only

Nvidia is mentioned in the context of providing GPU access for Google's operations with SpaceX.

RDWRNeutralMedium ConvictionSignal-backedSecondary

Redwire is highlighted as a top defense market company involved in NASA's Artemis 2, with strong financials including a billion dollars in equity and surging revenues.

GOOGBullishMedium ConvictionSignal-backedSecondary

Google is seen as a positive catalyst due to taking out a significant loan and recently signing a deal with SpaceX, indicating strong investment and partnership.

SMCINeutralMedium ConvictionSignal-backedSecondary

Super Micro Computer is mentioned as powering XAI Colossus, the largest supercomputer in the world, which has merged with SpaceX, suggesting potential future relevance.

AMDBullishHigh ConvictionSignal-backedPrimary

AMD is a strong buy due to its critical role in providing microchips for SpaceX's Starlink, positioning it to benefit from the growth in the space tech market and data center sector.

RDWNeutralMedium ConvictionSignal-backedSecondary

Redwire is identified as a key space stock to watch, anticipated to be involved in building the necessary infrastructure for the sector.

ASNeutralMedium ConvictionSignal-backedSecondary

Astra (AS) is mentioned as a top space stock to watch, expected to contribute to the development of space infrastructure.

BKSYNeutralMedium ConvictionSignal-backedSecondary

Black Sky is listed as a top space stock to watch, expected to contribute to infrastructure development and potentially benefit from market recovery.

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Tracked calls opened from this post

AMD
buy opened Jun 7, 2026
+11.92%