Thread by @felixprehn

While everyone waits for the SpaceX IPO, 3 already-listed space stocks could 2-5x before it even happens.

They build the hardware behind everything SpaceX is building toward, and most retail investors have never heard of them.

Here's each one:🧵

Let’s talk about what the IPO means for you.

It’ll flood the space sector with money AND attention.

SpaceX has been private 20 years, and its early backers are on massive gains they can't touch.

The IPO is their exit, and the shares they sell get bought by you.

So should you, as a retail investor, buy SpaceX at the IPO?

I'd be careful.

Insiders can't sell for the first 6 months. The day that lockup ends, the big money typically rushes out and the stock takes its biggest dip.

(this happened with Uber, Lyft, and WeWork)

And that’s not all.

It's listing near $2 trillion. Even if SpaceX nails everything, your realistic upside is a 2x, maybe 3x.

Solid, but not life-changing for you.

The real opportunity is in the small suppliers of the space economy, while they're still cheap

What you probably don't realize:

These 3 companies win when SpaceX wins.

SpaceX lowers launch costs and opens up space for everyone, so every company building the hardware and stations rides the same wave up.

So I'm buying the suppliers, not the IPO.

One quick option before I share it.

If you'd rather watch me walk through all 3 names, with the chart setups and exactly how I'd play each one, the full video is right here:



If you'd rather read, here's the first.

Stock 1: Redwire (RDW)

TIn every gold rush, the people selling shovels got rich.

This is the picks-and-shovels play

Redwire builds the gear every spacecraft needs: solar arrays, antennas, sensors, robotic systems.

60% of revenue is government, so the base is stable.

It's stock chart breakdown:

Stock 2: Voyager (VOYG)

Half defense company, half space company.

The defense side (missile interceptors, hardened comms) brings in steady cash today.

That cash funds Starlab, their Airbus-backed bet to replace the ISS when it retires around 2030.

What it's chart looks like:

Stock 3: Firefly (FLY)

The launch company flying under the radar while everyone watches SpaceX and Rocket Lab.

Their Alpha rocket lifts small satellites, and a bigger one is coming for heavier loads.

Their revenue is growing steadily.

The chart breakdown:

Quick recap, lowest risk to highest:

1) Redwire (RDW)
2) Voyager (VOYG)
3) Firefly (FLY)

Those are the 3.

But which ones fit you depends on your risk tolerance and what you already own.

In the full breakdown I walk through the charts, the catalysts, and exactly how I'd size and manage the risk on each one:

If you learnt something new about the space economy today, give me a follow.

I turn hedge fund and market research into plain English so you can make smarter decisions with your money.

And for exactly how I'd manage risk for all 3 of these, click the link above.