Tactical Investing

Finding inflections where sentiment is wrong.
Growth stocks | Market psychology
$AMD $SOFI $IREN $CIFR $RDW

[Tactical Investing @Trigger_Tradez]

@perosconi Raising capital to fund growth is very different from raising capital to stay alive.

NuScale now has over $1B in liquidity. You’re talking about price action. I’m talking about commercial deployments.

I’m not looking for a quick swing. I guess we’re on different time horizons.

[Tactical Investing @Trigger_Tradez]

Started a position in $SMR today at $9.16.

Been digging into nuclear for a while and finally decided to get some skin in the game.

Small starter position for now. Looking forward to following the story and building conviction over time.

[Tactical Investing @Trigger_Tradez]

@perosconi That’s what people said about rdw when I shared it at $7. They don’t need to dilute further they sit on 1B cash. You probably bought at 50. We are not the same

[Tactical Investing @Trigger_Tradez]

@RetiredRtard @Wealthsimple Getting up there

[Tactical Investing @Trigger_Tradez]

Canada is officially in a technical recession.

For years we’ve relied on housing, government spending, and population growth to mask weak productivity.

At what point do we start focusing on actually growing Canadian businesses and investment?

[The Kobeissi Letter @KobeissiLetter]

It's official:

Canada has unexpectedly entered a technical recession for the first time since the pandemic lockdowns in 2020.

Real GDP in Canada fell -0.1% in Q1 2026 following a -1.0% contraction in Q4 2025.

This marks two-straight quarters of GDP contraction for the first time in six years.

Economists had expected Q1 GDP growth of +1.5%, yet the economy suddenly contracted.

The weak GDP data coincides with a weak job market as well, as the Canadian economy is likely to remain under pressure amid ongoing US tariffs.

Meanwhile, the household saving rate fell to 3.5%, reaching its lowest level since the Q1 2024 as spending rose faster than incomes.

Canada is facing a major economic slowdown.

[Tactical Investing @Trigger_Tradez]

@LegacyPathCA Step 1 : max out TFSA. Biggest wealth building tool we are given in 🇨🇦

[Tactical Investing @Trigger_Tradez]

$AMD $500.

I remember buying when people called it Advanced Money Destroyer.

Patience paid. Conviction paid.

My TFSA will forever be thankful.

Congrats to everyone who ignored the noise and kept buying.

Who’s holding to $1T market cap?

[Tactical Investing @Trigger_Tradez]

@bo87844752 26 bucks after hours 👀

[Tactical Investing @Trigger_Tradez]

I posted this at $7 when nobody cared. Now $RDW is $17+ and my average sits at $8.43 (+106%). 🚀

Funny enough… I still have my original $20 PT.

The thesis never changed.

Most gains come from buying before the crowd notices, not after.

Who’s still holding?

[Tactical Investing @Trigger_Tradez]

$RDW at $7 looks seriously undervalued 🚀

• Space infrastructure > rocket launches
Suppliers win no matter who launches.

• Exposure across NASA, defense & SpaceX supply chain 🛰️

• Satellite components + power systems scaling fast

• Direct leverage to Artemis & lunar missions 🌕

• EBITDA nearing breakeven → profitability inflection 2026
(IMO positive by Q4 ‘26 / early ‘27)

• Trading ~4× sales vs peers at 6×+

If RDW executes to ~$400M+ revenue by 2026,
a peer multiple alone supports ~$20.

Execution + multiple rerate is the setup.

PT: $20 (Base case EOY 2026)

Still early innings for space infrastructure.

Who’s building a position?

[Tactical Investing @Trigger_Tradez]

$RDW is about to hit $20.

Posted a $20 PT in February when the stock was around $7. And it still has room to grow.

Conviction pays.

What’s your next asymmetric setup?

[Tactical Investing @Trigger_Tradez]

@mind1nvestor Whats your PT?

[Tactical Investing @Trigger_Tradez]

@SpaceInvestor_D Yuppp. Been writing about $RDW for a while now, crazy how hated this stock was just a few months ago

[Tactical Investing @Trigger_Tradez]

$TE

Ignore the noise. Hold through volatility. Patience gets rewarded.

Saw so many people exit this name last month. Stop the panic during red days. Conviction is built there.

Who’s still holding?

[Tactical Investing @Trigger_Tradez]

$RDW up nearly 70% for me now.

A lot of doubters on here recently.

That’s usually how these moves start.

People call it “overhyped” at $8…
then suddenly want in after a 25% breakout day.

Defense, autonomy, space infrastructure.

Still think this story is just getting started

[Tactical Investing @Trigger_Tradez]

@YodaStockInvest You have a 2T MC target why sell at 700b

[Tactical Investing @Trigger_Tradez]

So many people trimmed $AMD this week expecting a small post-earnings dip.

Meanwhile the long-term thesis just keeps getting stronger.

Patience is the name of the game.

[Tactical Investing @Trigger_Tradez]

$AMD!!!

They used to call it Advanced Money Destroyer.

Now it’s destroying expectations.

Congrats to everyone who stayed patient.

$500+ next?