3 Stocks Still Under $50 Before the SpaceX IPO

The video examines space stocks ahead of SpaceX’s expected June IPO, centering on a “picks and shovels” thesis—invest in companies like Momentous and Redwire that supply essential services or hardware to the space sector regardless of exploration outcomes. Momentous, a tiny unprofitable small-cap offering orbital delivery via its Vigoride vehicle, has huge revenue potential and NASA/DARPA contracts, but the host flags it as very risky after a 73% single-day surge driven by short covering and FOMO. Redwire, a space infrastructure supplier to SpaceX and NASA, also jumped sharply above its price target, making it another watchlist candidate rather than an immediate buy. The main message is to separate long-term growth stories from short-term hype, avoid chasing momentum, and wait for a meaningful pullback—especially since a post-IPO “sell the news” retreat is expected. The host ultimately advises risk-tolerant investors to hold off until the sector cools down, while noting strong volatility will persist through the summer.

• ▶ 0:25 SpaceX's S-1 filing is out, an IPO is expected in June, and Chris advises investors to wait for a pullback rather than chase the big momentum run-up.
• ▶ 1:09 The key thesis is "picks and shovels": invest in companies that will work with SpaceX regardless of space exploration's long-term outcome, since they provide vital services the sector needs.
• ▶ 1:41 All three stocks are still under $50 but are "going crazy" with interest, and the segment will assess whether they are good long-term plays or just short-term blips from SpaceX IPO hype.
• ▶ 2:13 The first stock pick is revealed, described as being under $10 when researched over the weekend.
• ▶ 2:17 By the morning of the segment, the stock had already surged 73%, highlighting extreme volatility.
• ▶ 2:21 The rapid price move underscores the FOMO risk and shows the original price anchor is already outdated.
• ▶ 2:33 This stock is identified as by far the riskiest pick among those discussed, though it carries some short-term reward potential.
• ▶ 2:40 The company is new (since about 2017), based in San Jose, with the Vigoride orbital service vehicle as its core product; its first launches with SpaceX happened earlier this year, driving investor attention.
• ▶ 3:02 After spiking in late 2025 into 2026, the stock crashed and chopped under $5, but is now getting a big lift based on future revenue projections rather than current achievements.
• ▶ 3:41 Momentous is a sort of "Uber for satellites": after SpaceX drops payloads in low Earth orbit, Momentous's Vigoride unit delivers each payload to its precise final orbit.
• ▶ 4:05 The company holds key government contracts with DARPA and NASA, a major reason for investor excitement.
• ▶ 4:11 It is a tiny, unprofitable small-cap, with the optimism driven by projected significant revenue growth and a sharp year-over-year increase in launch activity.
• ▶ 4:31 Momentous stands to benefit from a growing space economy, but it is a "teenytiny company" carrying huge expectations.
• ▶ 4:48 The stock's chart shows rare, explosive growth followed by an extremely rapid crash, reminiscent of 2020–2021 meme stock patterns.
• ▶ 5:06 Roughly 20% of the float is sold short, so any significant move—like the current rally—is amplified by short covering, not just genuine excitement.
• ▶ 5:35 Distinguish a company's long-term thesis (growth, revenue, demand) from short-term noise (price spikes, headlines, hype) to avoid the FOMO trap.
• ▶ 5:54 Buying after a 73% single-day jump means buying into FOMO; wait for a pullback unless you're a nimble trader playing momentum ahead of the SpaceX IPO in June.
• ▶ 6:25 Expect a post-IPO pullback due to "buy the rumor, sell the news" — suitable only for risk-tolerant investors, and only on a meaningful dip, not at elevated levels.

• ▶ 6:50 The stock is positioned as a watchlist play, not a buy, because its recent growth makes a fresh entry less attractive.

• ▶ 7:01 Heavy news, attention, and hype across the whole space sector can trigger a herd mentality, with investors rushing into the same names indiscriminately.

• ▶ 7:11 The space sector pullback is seen as a buying window — the real opportunity comes when the "space conversation goes quiet" and stocks retreat.
• ▶ 7:16 As doubt sets in and investors ask "Were we wrong to be excited?", that moment of retreat is exactly when many begin buying.
• ▶ 7:30 FOMO distorts judgment: people stop looking at what's right in front of them, ignoring details, valuations, and risks.
• ▶ 7:36 Momentous generated roughly $3 million in its latest quarter, exceeding its entire prior year's revenue, showing strong growth.
• ▶ 7:50 The core risk is a race between revenue growth and ongoing cash burn, which will determine the company's ability to sustain itself.
• ▶ 8:01 A reverse split at the end of 2025 is a caution flag, but not disqualifying; the key is whether revenue contracts are firm and durable.
• ▶ 8:24 Space stocks should be viewed with a long-term lens, but short-term traders face a different reality.
• ▶ 8:28 Expect sustained volatility for the next couple of weeks and most of the summer.
• ▶ 8:38 These names will see a lot of movement, so be prepared for high price swings.
• ▶ 8:45 A special report on the top seven space stocks to buy in 2026 is currently available.
• ▶ 8:51 These stocks are expected to generate significant excitement and investment activity in the coming weeks.
• ▶ 9:01 Viewers can access the totally free report by scanning the QR code or clicking the link in the video description.
• ▶ 9:10 The host introduces Redwire as the next space stock on the list, expressing excitement and noting it has been discussed before on the channel.
• ▶ 9:20 Redwire recently traded under $20, then jumped 25% on the morning of the recording to sit above $20, but it remains well below the $50 threshold, making it an "easy entry point."
• ▶ 9:37 The central question is posed: has Redwire already run up too much to still offer meaningful gains for new investors?
• ▶ 9:47 Redwire is positioned as a "picks-and-shovels" play: a space infrastructure company providing essential hardware for the broader space economy.
• ▶ 10:04 Redwire supplies SpaceX with hardware (optical imaging, sun sensors, cameras) for Starship vehicles supporting NASA's Artemis missions.
• ▶ 10:31 The investment thesis: as SpaceX is a top Redwire customer and NASA a top SpaceX customer, Redwire is directly tied to major missions, so demand should grow as the space economy expands.
• ▶ 10:52 Redwire saw a sudden 20–30% single-day jump, prompting the question of whether it's too late to buy.
• ▶ 11:09 The host recommends putting Redwire on a watch list and waiting for the space sector to cool down instead of buying immediately.
• ▶ 11:28 The stock is running well above its ~$14 consensus price target, fueled by SpaceX’s S1 filing, short covering (~14% short interest), and a strong longer-term revenue story.
• ▶ 12:23 Redwire generated ~$335M in revenue for 2025, up ~10% year-over-year, with the latest quarter at ~$97M, up 8%.
• ▶ 12:46 The company guides to $450M–$500M in 2026 revenue, implying roughly 41% growth at the midpoint.
• ▶ 13:08 Contracted backlog is ~$498M, up 71% year-over-year, producing a strong ~1.9 book-to-bill ratio and signaling robust future growth.
• ▶ 13:33 The central tension for investors: how much future revenue should be priced into Redwire's current valuation.
• ▶ 13:40 Momentum indicators show the stock is "a little bit overbought," but overbought doesn't mean it can't go higher short-term—just a caution against entering now.
• ▶ 13:54 Hype and FOMO can drive prices beyond rational fundamentals, meaning momentum may continue for irrational reasons without making it a safer entry.
• ▶ 14:21 Redwire’s potential is real, but the key question is when and at what price to enter — not whether the opportunity exists.
• ▶ 15:07 A practical entry strategy is to start with a small initial position, then add on dips to lower average cost, while still capturing upside if the stock keeps climbing.
• ▶ 15:39 The more likely scenario is a pullback tied to the SpaceX IPO, but that’s not guaranteed — so position sizing and averaging in are key risk-management tools.
• ▶ 16:09 Early Redwire investors are celebrating a strong run-up in the stock this week.
• ▶ 16:15 Redwire was added to the host's personal watch list in January; Bridget's Buys is a paper trading list at marketbeat.com/bid, accessible via QR code.
• ▶ 16:43 Since being added to the watch list in mid-January, Redwire is up nearly 100%, a "great week to celebrate" for those who timed their entry well.
• ▶ 18:10 Intuitive Machines trades well above analyst consensus fair value, but fresh target hikes (Cantor Fitzgerald to $43, B Riley at $45) and a $31.50 consensus show continued bullishness despite a recent revenue miss.
• ▶ 19:15 The upcoming SpaceX IPO is driving extreme sector enthusiasm, and since SpaceX launches Intuitive Machines' lunar missions, increased launch frequency outlined in SpaceX's S1 would directly benefit LUNR's business.
• ▶ 20:30 The Lantteras acquisition has expanded the company's portfolio but is straining the balance sheet with heavy cash burn, so near-term success depends on growing revenue faster than losses — leading the hosts to advise waiting for a pullback before buying.

• ▶ 0:00 Introduction: Three Under-$50 Space Stocks and SpaceX Hype (0:00 - 2:13) - Host sets up the three-name list, explores SpaceX IPO frenzy, and explains the “picks and shovels” investment thesis.
• ▶ 2:13 Momentous (MNTTS): FOMO, Business Model, and Risk (2:13 - 9:10) - Covers Momentous’s spike, “Uber for satellites” model, launch growth, short interest, FOMO warnings, fundamentals, and broader volatility outlook.
• ▶ 9:10 Redwire: Space Infrastructure, Hype, and Watch-List Status (9:10 - 16:58) - Details Redwire as a picks-and-shovels play, its rapid run-up and pullback advice, revenue/backlog, overbought signals, sector scenarios, and Bridget's Buys watch list.
• ▶ 16:58 Intuitive Machines: Targets, Acquisition, and Entry Advice (16:58 - 21:57) - Explores Intuitive Machines’ profile, analyst price targets, SpaceX IPO impact, acquisition and cash burn, entry points, and the closing call to action.