RDW
avoiding
Conviction over time
Sentiment weighted by conviction, oldest to newest — above the line is bullish
Trades
What he actually did, newest first
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19 May 26
Bought more exposure to the space theme via Filtronic.
Reasoning trail
Every post mentioning RDW, newest first — the thesis as it was built and revised
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25 Jun 26
Author revisits his earlier view that PL's ATM timing was bad, now noting PL's drawdown from ATH (48%) is actually milder than peers like RKLB, ASTS, SATL, RDW, FLY, and BKSY, concluding the market didn't punish the ATM as hard as he thought.
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22 Jun 26
Rebuts a claim about which space stock fell most from its peak, citing drawdown figures across several space names, noting RKLB has fallen the least.
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22 Jun 26
Highlights that $PL had a strong day relative to other space stocks, which broadly declined.
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19 May 26
Author says he researched Redwire but wasn't convinced enough to add space exposure through it over his existing Rocket Lab and Planet Labs holdings, whereas Filtronic did convince him to buy more space exposure.
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12 Apr 26
Lays out a broad catalyst calendar across his sector watchlist spanning Q2 2026 through Q3 2027, covering scaling, energization, acquisition closes, product shipments, launches, and constellation milestones for a wide range of AI infrastructure, space, and defense names.
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22 Mar 26
Argues a rumored $2 trillion SpaceX IPO valuation (P/S of 129) implies a massive rerate is coming for the space sector, comparing P/S ratios of several space companies and concluding investors are not too late.
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16 Mar 26
Notes the market hypes NVDA's space partnerships with RKLB, RDW and ASTS while overlooking that PL actually holds that partnership, and wonders why FinTwit undervalues PL.
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25 Feb 26
Views RDW's mixed Q4 report as a top-line story: a big revenue beat and record backlog offset by an EPS miss from development-stage accounting costs; wants to see the pivot from development to profitable production.