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If You Missed SpaceX or Palantir. This is Even Bigger.

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If You Missed SpaceX or Palantir. This is Even Bigger.

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657 segments

0:00

If you missed Palanteer, if you missed

0:02

SpaceX, if you missed the quantum rally,

0:04

then what I'm about to show you might be

0:06

the single biggest investment theme of

0:09

the next decade. Last year, I showed you

0:12

quantum computing stocks right here on

0:14

this channel, and Regetti went up

0:16

like,500%.

0:17

D-Wave more than tripled. And even back

0:21

in July 2025, I showed you a stock

0:24

called Mercury Systems, ticker symbol

0:26

MRCY. And since then, it's up over 113%.

0:31

But here's the thing. I believe right

0:33

now is your second chance to look at

0:37

this name and some others. And I'm going

0:39

to show you those extra stocks. In fact,

0:41

I'm going to just give you the name

0:42

straight away. Astronics, ticker symbol

0:44

ATRO, and Redwire, ticker symbol RDW. I

0:48

don't want to hold you hostage, but if

0:49

you're just here to like get a stock

0:51

alert, you're going to feel some pain

0:54

down the road. Now, just a few days ago,

0:56

SpaceX went public. I mean, everybody

0:58

knows about that. The largest IPO in

1:00

history, and that was just the starting

1:05

gun. You see, the US government is now

1:07

spending nearly $60 billion a year just

1:10

on military space. That doesn't include

1:13

NASA. That doesn't include the private

1:15

sector. We're talking about a $600

1:18

billion economy racing towards a

1:21

trillion. And most retail investors

1:23

can't name a single stock in it. Well,

1:25

maybe SpaceX, and that's about it. So,

1:27

by the end of this video, I'm going to

1:28

break down all these three companies,

1:30

why I'm watching them, where the money

1:32

is coming from, and then I'll teach you

1:34

the exact three-step framework I use to

1:36

find stocks like these before everybody

1:39

else really catches on. My name is Felix

1:41

P. I'm an ex investment banker. My hound

1:43

Winston is at home. We're in the south

1:44

of France, as you can maybe make out in

1:46

the background here. And our mission

1:49

here is very simple. teach you the same

1:51

rules that Wall Street teaches its

1:54

bankers. So, I will teach you that

1:55

three-step framework for finding these

1:57

stocks right now. But first, I'm going

1:59

to show you the stocks themselves

2:00

because I know most people are

2:02

impatient. They just want to know the

2:03

stocks. I totally get it. But for those

2:05

of you who are tired of winning and then

2:09

giving it all back to Wall Street, stick

2:11

around for the teaching part because

2:13

that's going to be more valuable than,

2:15

you know, a bunch of stock names that'll

2:17

expire in a few days. So, first of all,

2:19

let's talk about space and why right

2:22

now. So, when Spac X went public, it

2:24

didn't just make Elon the first first

2:26

trillionaire. It sent a signal to every

2:29

institutional investor on the planet.

2:31

Space is no longer science fiction.

2:34

Space is now business. Now, I'm not here

2:36

to talk about SpaceX. Kind of hard to

2:38

find value in a stock that's trading at,

2:40

you know, couple of trillion dollars or

2:42

with with with no profits at all. But by

2:46

the way, I do think it's one of the

2:47

greatest businesses in the world.

2:49

Starink is uploading this very video of

2:50

mine. But valuations and business are

2:53

two different things. But there is an

2:55

ecosystem. Every government on Earth now

2:58

depends on this ecosystem. And what most

3:01

people don't realize is this isn't about

3:03

rockets and astronauts. This is about

3:05

money. And I like to follow the money.

3:08

The global space economy is now worth

3:10

over $600 billion. It's projected to hit

3:13

a trillion within the decade. But the

3:15

numbers that really matter to you and me

3:16

right now are these. Put it on the

3:18

screen here for you. US Space Force

3:20

budget alone is over $40 billion.

3:23

Department of Defense spending on space

3:25

60 billion. And then there's the Golden

3:27

Dome, America's new missile defense

3:29

shield, 13.4 billion allocated just for

3:33

that program. And they're planning to

3:34

spend 185 billion before it's done. So

3:39

SpaceX, Loheed Martin, Northrup Grman,

3:41

Rathon, 12 companies just got awarded

3:44

contracts worth up to three billion

3:47

dollars for space-based interceptors. So

3:51

when the government writes checks these

3:52

big, someone will cash them in. The

3:55

question is just who. And what annoys me

3:58

when I'm making this video is any

4:00

investor you ask on the street to name a

4:02

space stock, they'll say SpaceX. Maybe

4:04

they say Virgin Galactic, which

4:06

basically doesn't exist anymore, and

4:07

that's about it. Meanwhile, there are

4:09

companies, profitable companies, growing

4:12

companies that are literally building

4:14

the hardware that goes into orbit, that

4:16

goes into missiles, that goes into every

4:18

military aircraft in the Western world,

4:21

and no one seems to be talking about

4:23

them. So, you understand now why this

4:26

opportunity driven by this new tech

4:28

revolution is different from anything

4:29

we've seen in decades. But here's the

4:32

thing. Understanding the framework isn't

4:34

enough. Knowing the stock tickers isn't

4:36

enough. You need to actually know how to

4:38

position for it. And there is a specific

4:40

time window to do that. Do you remember

4:42

the last big IPO 2020? Companies were

4:45

going public every other day. Think

4:47

Airbnb, Coinbase, Roblox, Rivian. So

4:52

where were you when that was happen? And

4:54

did you make money doing it? Or maybe

4:56

you made some money and then you handed

4:59

it all back to Wall Street. Or maybe you

5:02

just sat on the sidelines and watched

5:03

some people 10x their money in a year.

5:05

So just be honest with yourself for a

5:06

moment here. Try to remember that.

5:08

Period. Because what nobody wants to

5:10

admit is exactly this. The people who

5:13

build real wealth, the kind that changes

5:15

your family's future for generation,

5:17

they do it by recognizing moments.

5:20

Moments like right now. And we're

5:23

entering what I call the IPO summer.

5:26

Companies that have been waiting on the

5:27

sidelines for years, for decades, are

5:30

about to go and list on the stock

5:32

exchange, much as SpaceX. And the people

5:34

who know how to position for this, the

5:36

people who understand this fiveear cycle

5:39

that it kicks off, they're going to

5:41

build wealth machines. And five years

5:43

from now, you're going to be in one of

5:44

two groups. group one, the people who

5:47

watched it happen again, just like they

5:49

did in 2020, just like they watched

5:51

2010, just like they've watched every

5:54

major opportunity pass them by. And then

5:56

you have group two, the people who

5:58

showed up, who learned the playbook,

6:00

Wall Street's playbook, who built

6:02

something that actually matters for

6:04

them, for their kids, for their

6:05

retirement, for their legacy. So, which

6:08

group are you going to be in? Seriously,

6:09

tell me. Put it in the chat. You want to

6:11

be in group one, the guys who just sit

6:12

around and wait for it and talk about

6:13

it. We're going to bring in group two,

6:14

the people who actually are doing

6:16

something about their legacy. So, let me

6:18

get real with you for a second. As you

6:21

Americans like to say, Father's Day is

6:23

upon us. And you might be thinking,

6:25

random mention, right? It's true. I

6:27

don't really care if you're a dad or

6:28

not. This isn't about greeting cards.

6:30

It's about a question everybody needs to

6:34

ask themselves. What legacy am I

6:36

building? If you retired today, right

6:38

now, would your family be taken care of?

6:41

If something happened to you tomorrow,

6:42

God forbid, did you build something that

6:45

lasts? And right now, we're standing at

6:48

the beginning of this five-year window

6:50

where the people who learn how to build

6:52

wealth are going to separate themselves

6:54

from everybody else. And I'm not saying

6:57

go buy all the overhyped IPOs. Not at

6:59

all. What I'm saying is learn the skills

7:02

that separate the pros from the amateurs

7:04

in this opportunity. And I believe this

7:07

is so important that I'm going to hold

7:09

for the first time ever a live workshop

7:12

on Father's Day, American Father's Day.

7:14

And it's called how to turn the IPO

7:16

summer into a five-year wealth machine.

7:19

Never taught this material before. And

7:20

honestly, I might never run it again

7:22

because these things happen every 10

7:24

years. So I might do another one in 10

7:26

years. It'll be live. It'll be free.

7:28

It'll be two hours long on Father's Day.

7:30

And there's a link down below. You can

7:32

claim your free ticket at

7:33

wealthmachine.org.

7:35

wealthmachine.org. The link's in the

7:37

description. And we're gonna have 10,000

7:39

tickets from this event. Completely

7:41

free. No questions asked. And it sounds

7:43

like a lot, but I can tell you they're

7:45

going to go pretty quickly. In fact, by

7:46

the time I'm recording this, half of

7:48

them are already gone. So, write wealth

7:51

machine in the comments if you want to

7:52

be part of that event. It's going to be

7:54

special. I can tell you that. I'm going

7:56

to look forward to it. It'll be live

7:57

from the good old US of A as well. I'll

8:00

be there in person. But the promise of

8:02

this video is to help you understand

8:04

these three stocks first, right? And

8:06

coming Sunday is the big mission. It's

8:09

the full strategy. We're going to get

8:10

into much much more detail than we could

8:12

in a 30-minute video like this. So,

8:14

let's get into it. Ticker numero uno,

8:17

Mercy, or rather Mercury Systems. MRCY

8:20

is the is the ticker. It's the brains

8:23

inside America's missiles. Now, I first

8:26

showed you Mercury Systems a year ago.

8:29

It was trading down here. If you can see

8:30

it on the screen, 28th of July, I put a

8:32

video out on this and it was trading at

8:34

$55. It's trading at $115

8:37

right now, which is, you know,

8:39

approximately 110% up. I don't promise

8:42

you returns. I'm just saying we had a

8:45

reason for looking at it, then we have a

8:46

reason for looking at it right now. And

8:49

there is something in stocks before you

8:51

think it's too late. There is something

8:52

that I call a second chance. Every stock

8:54

gives you a second chance. But let me

8:56

explain to you what this company

8:57

actually does because once you

8:59

understand it, you understand why the

9:00

Department of Defense doesn't function

9:03

without them. Sorry, Department of War,

9:05

isn't it? Now, anyway, so Mercury system

9:07

builds the electronic brains inside

9:10

America's most advanced weapons. You

9:13

know, the F-35 fighter, Mercury builds

9:15

the processing modules inside Patriot

9:17

missile systems, Mercury. The system

9:20

that detects incoming threats, processes

9:22

radar signals, and guides munitions to

9:24

their target. Mercury. So think of it

9:26

this way. If Loheed Martin builds the

9:29

body of a missile, Mercury builds the

9:31

brain. And the brain is the part that

9:34

actually really matters. They call their

9:36

strategy MOSA, modular open system

9:40

architecture. Big words, I know, but

9:42

it's a simple idea. They built

9:43

electronics that can plug into any

9:45

military platform. One brain, many

9:47

weapons. And have a look at the numbers

9:49

because that's where it gets exciting.

9:51

Last quarter, revenue was $235 million,

9:55

a little bit up over the year, but they

9:57

beat Wall Street's estimates. Earnings

9:59

per share were an absolute blower. 350%

10:03

higher profits than Wall Street had

10:06

expected. And the backlog, and that's

10:08

the number that I really, really care

10:09

about, $1.5 billion

10:13

of orders on the backlog. and they just

10:15

landed a multi-year contract to deliver

10:18

a thousand secure service. These are

10:22

hardened computing systems for

10:24

classified military applications. When a

10:27

company has a billion and a half in

10:28

backlog, it's still growing. That's a

10:30

company with a line of customers out the

10:33

door. The sort of thing that I want to

10:35

look at. And what makes these guys hard

10:36

to compete with is this. To do what they

10:39

do, you need security clearances. top

10:41

secret compartmentalized security

10:44

clearances. The kind of clearances that

10:46

take years to get. You can't just start

10:48

a company in a garage and bid on these

10:50

contracts. No, they won't have you in.

10:52

So, they're embedded in the classified

10:54

government programs, stuff we don't even

10:56

know about. That's essentially their

10:57

mode. And their open-source architecture

11:00

means once the hardware is inside a

11:02

weapon system, it tends to stable

11:04

because once you have something that

11:06

works, you don't rip it out as the

11:08

military because you want the stuff to

11:10

work, right? And money is kind of a

11:12

secondary consideration. But I also want

11:14

to be honest with you, zoom out. We're

11:16

trading at alltime highs and some people

11:18

will therefore think, well, it can't

11:19

cost possibly going any higher. Well, I

11:22

disagree with that. In fact, all the

11:24

research out there disagrees with that.

11:26

Stocks at all-time highs tend to make

11:28

new all-time highs, whereas stocks that

11:30

are cheap tend to make new all-time

11:33

lows. Now, of course, I'm not telling

11:34

you to run out and buy it. What I'm

11:36

saying to you is come and learn with us

11:39

on the weekend and you'll understand why

11:42

we get excited when we see things like

11:44

these where we are breaking out and then

11:47

we're doing it again up here. Pulled

11:48

back a little bit as I'm recording this,

11:50

but one or two days hardly make a make a

11:52

pudding. Um, so we're liking the setup.

11:55

It's a setup that is very similar to the

11:57

one that we saw in the middle of last

11:59

year where we had this beautiful little

12:01

pattern here and then boom institutions

12:04

c quarted as we caught it. Now am I

12:07

telling you to buy it? Absolutely

12:08

freaking not. I am not a registered

12:10

financial adviser. I don't tell you what

12:12

to buy. I share with you some of my

12:13

research. I share with you some ideas.

12:15

My goal is to inspire you to learn this

12:17

for yourself so you'll know how to fish

12:19

and you will not be relying on some guy

12:21

on YouTube to hand you a smelly couple

12:23

of days old fish. But one thing I like

12:26

about these guys is they're targeting

12:28

positive free cash flow and that's

12:30

typically a moment where a lot more

12:33

institutional investors start looking at

12:35

a stock because a lot of them only want

12:36

to buy stocks with positive free cash

12:38

flow. So the key with any of these is

12:41

risk management, allocation, position

12:44

sizing, knowing when to sell. Never buy

12:46

something until you know when you're

12:47

going to sell it. That's my first golden

12:50

rule. Let's go to stock number two. Atro

12:53

is the ticker. Astronics Corporation.

12:55

And they power every cockpit. And nobody

12:58

knows this basically. And and that's

13:00

exactly why I like it. So while everyone

13:02

is chasing AI stocks and memecoins and

13:04

so on, Astronics was quietly building

13:07

the electrical guts of every commercial

13:10

and military aircraft you have ever

13:13

flown on. So they make two things,

13:15

aerospace power and lighting systems and

13:18

defense test systems. So every time you

13:20

plug your phone charger into your seat

13:22

on a Boeing or an Airbus, that's

13:24

astronics hardware. The cockpit

13:26

lighting, astronics. The power

13:28

distribution system, astronics. The

13:29

emergency lighting that guides it to the

13:30

exit, astronics. But the defense side is

13:33

where it gets really, really

13:34

interesting. They build the test

13:36

equipment the US Army uses to make sure

13:39

its communication systems actually work.

13:41

The radios, the electronic warfare gear,

13:43

the battlefield networks, all that

13:45

stuff. And it gets tested on astronics

13:48

systems before it goes out them. So,

13:50

think of them as a quality control

13:52

department for the most powerful

13:54

military on Earth. And the numbers are

13:56

pretty extraordinary. They're guiding to

13:57

about a billion dollars in revenue this

13:59

year. Huge order book pouring in. $734

14:04

million in backlog. If we look at the

14:07

stock chart, my heart skips a beat. Uh

14:10

why? Because we have exactly the kind of

14:12

pattern that we look for. Sideways

14:14

action for a while. We're breaking out.

14:16

We broke out. you know, we seem to be

14:17

going going here for a for a second

14:19

chance. Um, so where the it is right

14:21

now, I wouldn't buy it right now. I

14:23

wouldn't wait for it to break out of the

14:25

recent highs. And that might sound

14:27

idiotic to you. It might seem like

14:28

lunacy to you to buy something at a

14:30

higher price. There is some logic in

14:32

that and join me again on Sunday and

14:34

I'll teach you that in in in full. So

14:36

you might think, well, they make

14:38

electronics and lights and chargers and

14:40

stuff. Well, why can't people copy?

14:42

because they're embedded in the supply

14:44

chains of Boeing and Airbus and the

14:46

military. You don't swap out a power

14:48

system in an aircraft because it takes

14:51

years of certification, testing, and

14:54

possibly billions in engineering. And on

14:56

the defense side, you need security

14:58

clearances. You need intermittent

15:00

knowledge of classified military

15:01

communication systems. You can't Google

15:03

how to use this. So these guys are going

15:06

to keep growing with whatever the

15:08

civilian aircraft sector and the

15:10

military does because they're the

15:11

infrastructure. They're profitable. Huge

15:14

improvement in fact to that. And of

15:15

course there's a risk with this stock

15:16

like any other stock. So don't just run

15:18

out and and you know put your all your

15:20

money on it. That would be be absolutely

15:21

moronic.

15:23

But it's the sort of thing that we look

15:24

for and I'll teach you on Sunday how

15:26

exactly we find these in a lot more

15:27

detail. So stock number three is Redwire

15:30

Corporation RDW.

15:33

They're the company building space,

15:36

probably the most exciting and possibly

15:38

the most dangerous. So, if Mercury

15:40

builds the brains, Astronics builds the

15:43

power system, Red Wire builds the actual

15:45

structures that go into orbit. They're

15:48

one of the pure place space

15:50

infrastructure companies that you can

15:52

buy on the market today. One of the very

15:54

few. So, they built the physical stuff

15:56

of space, the solar arrays, the sensors,

15:59

the structures, the antennas, and the

16:01

payload system. So the hardware that

16:03

makes satellites actually function. They

16:05

built hardware for NASA's programs. They

16:08

have sensors in the International Space

16:10

Station. Even grew strawberries in space

16:12

as part of an inspace manufacturing

16:14

experiment. I'm not sure how good those

16:16

strawberries were, but they have real

16:18

defense contracts. NATO selected Red

16:21

Wire for drone technology. They want to

16:23

spot on the DARPA Otter program, which

16:26

is something that goes into very low

16:28

Earth orbit. So basically developing

16:30

satellites that operate very close to

16:32

Earth for faster, more accurate

16:34

intelligence gathering. And the biggest

16:36

number of all, they're part of a $1.8

16:40

billion Andromedia contract with the

16:43

Department of War. And that's an

16:46

indefinite delivery, indefinite quantity

16:49

deal, which means the government can

16:51

keep ordering for years under this

16:53

contract. revenue up 58% last year.

16:56

Massive backlog and it's the kind of

16:59

momentum that makes institutional

17:01

investors potentially pay attention.

17:04

Now, I did a video on it when it was

17:06

trading here around early early May. You

17:08

guys can look that up. And the stock

17:10

then went up

17:12

66%. Bit more than that. And then it

17:15

went down again and it's now down a

17:17

little bit from that. And so you might

17:18

go, "Oh my god, it's a total loser." No,

17:20

it's it's a lesson in risk management

17:21

and when to sell. But I believe right

17:24

here where we are is is your second

17:27

chance. Doesn't mean you should run out

17:29

and buy it obviously, but what I'm what

17:31

am I looking for? I'm looking for a

17:33

stock that pulls back from its squeeze

17:35

up, which it did. And then I'm looking

17:38

for that to bottom out ideally above

17:41

this magic little line we're going to

17:43

talk more about on Sunday. And then what

17:44

I would really like for this to do, I'd

17:46

like for this to exceed

17:48

the recent high, which would be around

17:50

about, let me give you the number, 1730

17:54

or thereabouts. So, I'm not buying it

17:56

where it is right now, even though it

17:58

looks cheap. One of my mentors said to

18:00

me, Felix, every time you think about

18:02

the word cheap with investing, run. Uh,

18:04

it's a really, really bad idea to buy

18:06

things when they're cheap because cheap

18:08

is is a relative term, right? Have a

18:09

look at the plug chart. Uh, down 98%.

18:13

But the motive is very very simple. They

18:17

build things that go into space. Not

18:18

many people do that. The barriers to

18:21

entry in space manufacturing are pretty

18:22

enormous. You need facilities,

18:24

certifications, track records with

18:26

government agencies, years of trust.

18:28

Redwire has done it. As the space

18:30

economy grow, as more satellites get

18:32

launched, as more stations get built,

18:34

more defense constellations go up,

18:36

someone's got to build the hardware. And

18:37

Redwire is basically positioned to be

18:39

that somebody. Now, there's risk with

18:41

this. And I want you to always consider

18:42

that very very clearly. They made a loss

18:44

last quarter. There is share dilution.

18:49

It goes up and down 10 or 15% a year. So

18:51

you need to have really really tight

18:54

risk management. This is a high-risk

18:55

growth sock. I think potentially you can

18:57

make a lot of money with high-risisk

18:58

growth stocks. But most people don't

19:00

because they don't know what the heck

19:01

they're looking for. They don't know

19:03

when the heck they should be selling.

19:04

And look at some of these opportunities

19:05

here, right? We 2024 the thing went up

19:08

like 270% and then guess what? it went

19:10

back down to zero and most people just

19:12

baggheld through the process but not you

19:15

not anymore if you join me on Father's

19:17

Day on Sunday um evening New York time

19:20

so you see in the stocks the brains the

19:23

power the structure of the space economy

19:25

but I don't want to just hand you fish

19:27

because that's never very useful I want

19:29

to teach you the first steps on how to

19:32

fish we're going to go much deeper on

19:33

Sunday if you join me there the thew

19:35

wealth

19:36

get your free ticket but let me give you

19:39

the framework that I used to find

19:41

Mercury systems back last year and and

19:43

ATRO and RDW after that. And this

19:47

framework works for absolutely

19:48

everything out there. It doesn't matter

19:49

what sector it is. Step number one is

19:52

follow the money. I don't care about the

19:54

story. I don't care about the hype. I

19:56

don't even care about the numbers. The

19:58

three things that I look at, government

19:59

contracts, backlogs, and booktoill

20:03

ratio. We can talk about that a bit more

20:04

in detail later. Government contracts

20:06

tell me the company has some real

20:08

customers. backlog tells me if the

20:10

demand is actually sustainable. And the

20:12

book to bill thing, it's a ratio of new

20:14

orders to revenue. If it's above one,

20:18

the company is booking more business

20:20

than it's delivering, which is a company

20:22

that's accelerating its growth. And if

20:24

you look at the scorecard for these

20:26

three stocks, Astronics 1.2 two almost

20:29

1.3 backlog. RDW almost two times

20:34

book to bill which means they're booking

20:36

more orders than they're delivering on

20:37

which is a good thing. Mercy backdrop

20:39

backlog also piling up pretty nicely.

20:41

They all pass step one. The second then

20:44

is look at the moat. A mode is what

20:46

stops competitors from just copying the

20:48

product. In the space and defense

20:50

worlds, moes are usually very strong.

20:53

security clearances, supply chain lockin

20:56

and proprietary technology will be the

20:57

things that we want to look at and

21:01

all three pass that test and then you

21:04

want to look at risk and most people

21:06

skip this because it just sounds more

21:07

exciting to look at the positives but

21:08

risk is very very important. So is there

21:12

path to profitability? What's the debt

21:14

looking like? Are they diluting the heck

21:16

out of us? What are the insiders doing?

21:18

And Mercury is profitable improving.

21:21

Astronics is solidly profitable. Red

21:23

wire is still burning cash. So that's

21:25

the highest risk there. And you can can

21:27

can run your read yourself through the

21:28

all the other data points that matter if

21:30

you check out the Winston app which we

21:32

built for exactly that purpose. So we've

21:35

got a three layers of the space economy,

21:37

right? The brains, the power, the

21:39

infrastructure, fundamentally money

21:41

pouring into it. So the question isn't

21:43

whether this will happen. The question

21:44

is are you positioned for it? Are you

21:45

positioned for it in the right way? And

21:47

I think a lot of people what I'm seeing

21:48

right now are chasing the riskiest thing

21:51

out there because FOMO is real, right?

21:54

Fear of missing out is a big big big

21:56

thing for all of us. And the only way

21:59

that I got myself out of the FOMO thing

22:02

because I used to have it too. Everybody

22:03

does. It's just the way we're we're born

22:06

is by having a very clear structure and

22:10

framework and rules and having that

22:12

protocol like printed out on your desk

22:14

that tells you what decisions you make

22:16

and what decisions you don't make. And

22:18

the protocol I like to use is the one

22:20

that Wall Street uses. And it's what I

22:22

learned from my mentors. I know from my

22:24

mentors this has been around for at

22:25

least 50 years.

22:27

It's changed ever so slightly as the

22:30

market gets faster and faster. But if

22:32

you're still out there and you're

22:33

looking at purely fundamentals,

22:35

um, well, sorry to be the bearer of bad

22:38

news, Wall Street no longer cares about

22:39

fundamentals. Look at SpaceX.

22:41

Fundamentals look terrible. It's all

22:44

about following the money. And once you

22:47

understand that, and once you understand

22:49

how to spot those signals, once you

22:51

understand how you can see what

22:52

institutions are doing and how you can

22:54

see it, the process actually gets way

22:55

easy. And we still consider fundamentals

22:57

from a risk point of view, but it isn't

23:00

the thing that makes us go click on a on

23:02

a buy button because you're gonna have

23:04

great fundamentals. You're gonna have a

23:05

great business and Wall Street can hate

23:08

it and therefore it never goes up,

23:10

right? Plenty of examples out there. So,

23:12

if this has been helpful today, Sunday

23:14

is going to be a lot more helpful

23:15

because it'll be proper education,

23:17

proper teaching in a time framework that

23:20

YouTube would hate. We'll run about two

23:22

hours. So, Sunday evening, 7:00 p.m. I

23:25

think it is New York time, join us at

23:28

wealthmachine.org

23:29

and turn this IPO summer into the

23:32

beginning of a 5-year wealth machine for

23:34

yourself. If you got some value out of

23:36

this, share the video, share the link to

23:39

wealthmachine.org with other people who

23:40

you think might benefit on having better

23:43

investing skills. And I thank you for

23:46

watching. If you own silver, whether

23:48

it's in coins, in a safe, shares, in an

23:50

ETF, or a mining stock, what happens on

23:53

June 16th could be the single most

23:56

important day for your investment this

23:57

year. Here's the problem.

Interactive Summary

The video highlights the emerging space economy as a major investment opportunity, projected to reach a trillion dollars within the decade. The host identifies three key companies—Mercury Systems (MRCY), Astronics (ATRO), and Redwire (RDW)—that provide essential infrastructure, such as brains, power, and physical structures, for this sector. The host argues that institutional money is flowing into this space and suggests that retail investors can benefit by using a three-step framework: following the money (via contracts and backlogs), assessing the competitive moat, and managing risk. He encourages viewers to adopt a professional, disciplined approach to investing rather than just following hype.

Suggested questions

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