RDW saw an 11.5% pullback but was previously considered a bullish stock by the creator.
Source Post
Forget SpaceX! Buy These 3 Stocks NOW
Jun 13, 2026
The creator discusses companies that could benefit from SpaceX's success, focusing on data and AI infrastructure rather than just rockets. While acknowledging the potential of several companies like AVAV, Hawk, KTOS, Marvell, and LITE, the creator expresses a preference for Marvell and LITE based on their recent price action and performance, despite noting that Marvell is still fundamentally overvalued.
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Tickers discussed in this post
ASTS sold off 15% on the SpaceX IPO day and has recently experienced further selling pressure.
LNUR (likely IonQ) sold off 13% leading up to the SpaceX IPO, and the creator notes it was previously bullish.
SpaceX's IPO is discussed as a catalyst affecting other space stocks, with the creator noting its negative fundamental metrics.
LIT (Light) is mentioned as a third favorite stock in the space sector, despite a recent pullback.
Rocket Lab is highlighted as a promising space stock that experienced a pullback after the SpaceX IPO, with potential for recovery.
LITE supplies optical tech for data networks, and its recent performance has been bullish with higher highs and lows, ending the day in the green.
Marvell is favored for its role in data centers and AI infrastructure, and its recent price action shows higher highs and lows, making it a favorite despite being fundamentally overvalued.
KTOS is highlighted for its strength in space defense tech, but shows a consistently bearish trend with lower highs and lows.
AVAV is mentioned as a leading US drone and robotics supplier, but its consistent descending pattern on the 4-hour timeframe makes the creator hesitant.
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