Redwire is highlighted as a company with excellent financials that has sold off significantly, presenting a potential discount and long-term hold opportunity.
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What Investors Are Missing About The SpaceX IPO Valuation…
The creator discusses the highly anticipated SpaceX IPO, comparing it to the dot-com boom and noting the recent sell-off in space tech stocks like Rocket Lab, Redwire, and Intuitive Machines. He highlights Starlink's strong performance and the potential impact of the XAI deal on SpaceX's valuation, while also mentioning the availability of IPO shares on platforms like Robinhood and Weebull.
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Nvidia is mentioned as a benchmark for valuation, with the creator noting its quarterly revenue of $80 billion and a market cap of $5.2 trillion.
Virgin Galactic's IPO failed due to poor financials, leading to a 98% sell-off from its peak.
Intuitive Machines (LUNR), a top infrastructure play, has continued its downtrend and is not finding support.
Redwire (RDW) is showing momentum for a potential reversal from its pullback, with targets back up into the $20-$25 range.
Rocket Lab, a top end-to-end space company, found its expected bottom around $15 and bounced to $113.
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