The American story is one of builders, explorers, innovators and dreamers.
This Fourth of July, we celebrate the spirit that continues to push boundaries, strengthen our nation and inspire what’s possible.
At Redwire, we’re proud to support the missions that protect what matters here on Earth and expand what’s possible beyond it.
Happy 250, America! 🇺🇸
Starcloud has been selected by @NASA as one of 37 companies (the only space-data center company) to advance Moon and Mars technology! 🚀 @Starcloud_
https://t.co/q3GTi0GqHC
Our Flight Operations team wrapped up the Ivy Sting 5 exercise this week with the @USArmy@4thInfDiv, Fort Carson.
Ivy Sting 5 is a multi-domain, large-scale combat training exercise focused on integrating Next-Generation Command and Control (#NGC2) systems with the goal of creating a unified, data-driven battlefield network that enhances situational awareness and decision-making.
Even through cold and windy weather, our team navigated five successful flights with our #Stalker #UAS carrying our Octopus E140Z G2 #gimbal #camera #payload, demonstrating stable video throughout the duration.
We're proud to continue our support of Army programs and are committed to equipping our soldiers with the tools they need for mission success.
#FlightOps #FutureOfWar #MilitaryReadiness #ArmyTech #MissionSuccess
It's launch day for Electron and our latest mission for @synspective. Horizontal checks are complete and the rocket is now vertical on the pad at LC-1.
'Eight Days A Week' is scheduled for liftoff NET:
🚀 7:10 am NZDT
🚀 3:10 am JST
🚀 18:10 UTC
🚀 2:10 pm EDT
🚀 11:10 am PDT
Redwire $RDW | Q4/FY'25 Revenue
Revenue came in at $108.8m for Q4, and $335.4m for the FY - outpacing analysts' expectations of $99m & 329m, respectively 👏
2026 Guidance is for $450-500m
highlighting 34-49% growth YoY 🔥
That's a common misconception. I don't flip core positions every two months.
I trade around macro and geopolitical noise when it aligns with my long term space thesis. Both can coexist.
Take $RKLB and $ASTS as exemple:
I built a large core in Rocket Lab under $5 in 2024 and held it for nearly two years, only trading around the edges. With AST SpaceMobile, I accumulated below $20 in Q1 2025, trimmed along the way, but always kept a meaningful core.
By summer 2025, my account was essentially 50% each, and it worked very well.
January was different. It was the first time in 18 months for RKLB and 12 months for ASTS that I reduced the core itself.
My years on an institutional trading desk taught me to respect macro shifts. Combined with what I viewed as fair value and my personal portfolio goals, I slowly rotated into names where I see more unrealized upside during the current weakness, like $RDW, $LUNR, $VOYG and $AMPG.
My strategy is all about allocating toward asymmetric potential within the broader space trend. Sometimes that means trimming companies I genuinely like because, in my view, they ran ahead of their fundamentals.
My framework is not perfect, but it's disciplined and worked pretty freakin well, let's be honest.