If You Missed SpaceX or Palantir. This is Even Bigger.
657 segments
If you missed Palanteer, if you missed
SpaceX, if you missed the quantum rally,
then what I'm about to show you might be
the single biggest investment theme of
the next decade. Last year, I showed you
quantum computing stocks right here on
this channel, and Regetti went up
like,500%.
D-Wave more than tripled. And even back
in July 2025, I showed you a stock
called Mercury Systems, ticker symbol
MRCY. And since then, it's up over 113%.
But here's the thing. I believe right
now is your second chance to look at
this name and some others. And I'm going
to show you those extra stocks. In fact,
I'm going to just give you the name
straight away. Astronics, ticker symbol
ATRO, and Redwire, ticker symbol RDW. I
don't want to hold you hostage, but if
you're just here to like get a stock
alert, you're going to feel some pain
down the road. Now, just a few days ago,
SpaceX went public. I mean, everybody
knows about that. The largest IPO in
history, and that was just the starting
gun. You see, the US government is now
spending nearly $60 billion a year just
on military space. That doesn't include
NASA. That doesn't include the private
sector. We're talking about a $600
billion economy racing towards a
trillion. And most retail investors
can't name a single stock in it. Well,
maybe SpaceX, and that's about it. So,
by the end of this video, I'm going to
break down all these three companies,
why I'm watching them, where the money
is coming from, and then I'll teach you
the exact three-step framework I use to
find stocks like these before everybody
else really catches on. My name is Felix
P. I'm an ex investment banker. My hound
Winston is at home. We're in the south
of France, as you can maybe make out in
the background here. And our mission
here is very simple. teach you the same
rules that Wall Street teaches its
bankers. So, I will teach you that
three-step framework for finding these
stocks right now. But first, I'm going
to show you the stocks themselves
because I know most people are
impatient. They just want to know the
stocks. I totally get it. But for those
of you who are tired of winning and then
giving it all back to Wall Street, stick
around for the teaching part because
that's going to be more valuable than,
you know, a bunch of stock names that'll
expire in a few days. So, first of all,
let's talk about space and why right
now. So, when Spac X went public, it
didn't just make Elon the first first
trillionaire. It sent a signal to every
institutional investor on the planet.
Space is no longer science fiction.
Space is now business. Now, I'm not here
to talk about SpaceX. Kind of hard to
find value in a stock that's trading at,
you know, couple of trillion dollars or
with with with no profits at all. But by
the way, I do think it's one of the
greatest businesses in the world.
Starink is uploading this very video of
mine. But valuations and business are
two different things. But there is an
ecosystem. Every government on Earth now
depends on this ecosystem. And what most
people don't realize is this isn't about
rockets and astronauts. This is about
money. And I like to follow the money.
The global space economy is now worth
over $600 billion. It's projected to hit
a trillion within the decade. But the
numbers that really matter to you and me
right now are these. Put it on the
screen here for you. US Space Force
budget alone is over $40 billion.
Department of Defense spending on space
60 billion. And then there's the Golden
Dome, America's new missile defense
shield, 13.4 billion allocated just for
that program. And they're planning to
spend 185 billion before it's done. So
SpaceX, Loheed Martin, Northrup Grman,
Rathon, 12 companies just got awarded
contracts worth up to three billion
dollars for space-based interceptors. So
when the government writes checks these
big, someone will cash them in. The
question is just who. And what annoys me
when I'm making this video is any
investor you ask on the street to name a
space stock, they'll say SpaceX. Maybe
they say Virgin Galactic, which
basically doesn't exist anymore, and
that's about it. Meanwhile, there are
companies, profitable companies, growing
companies that are literally building
the hardware that goes into orbit, that
goes into missiles, that goes into every
military aircraft in the Western world,
and no one seems to be talking about
them. So, you understand now why this
opportunity driven by this new tech
revolution is different from anything
we've seen in decades. But here's the
thing. Understanding the framework isn't
enough. Knowing the stock tickers isn't
enough. You need to actually know how to
position for it. And there is a specific
time window to do that. Do you remember
the last big IPO 2020? Companies were
going public every other day. Think
Airbnb, Coinbase, Roblox, Rivian. So
where were you when that was happen? And
did you make money doing it? Or maybe
you made some money and then you handed
it all back to Wall Street. Or maybe you
just sat on the sidelines and watched
some people 10x their money in a year.
So just be honest with yourself for a
moment here. Try to remember that.
Period. Because what nobody wants to
admit is exactly this. The people who
build real wealth, the kind that changes
your family's future for generation,
they do it by recognizing moments.
Moments like right now. And we're
entering what I call the IPO summer.
Companies that have been waiting on the
sidelines for years, for decades, are
about to go and list on the stock
exchange, much as SpaceX. And the people
who know how to position for this, the
people who understand this fiveear cycle
that it kicks off, they're going to
build wealth machines. And five years
from now, you're going to be in one of
two groups. group one, the people who
watched it happen again, just like they
did in 2020, just like they watched
2010, just like they've watched every
major opportunity pass them by. And then
you have group two, the people who
showed up, who learned the playbook,
Wall Street's playbook, who built
something that actually matters for
them, for their kids, for their
retirement, for their legacy. So, which
group are you going to be in? Seriously,
tell me. Put it in the chat. You want to
be in group one, the guys who just sit
around and wait for it and talk about
it. We're going to bring in group two,
the people who actually are doing
something about their legacy. So, let me
get real with you for a second. As you
Americans like to say, Father's Day is
upon us. And you might be thinking,
random mention, right? It's true. I
don't really care if you're a dad or
not. This isn't about greeting cards.
It's about a question everybody needs to
ask themselves. What legacy am I
building? If you retired today, right
now, would your family be taken care of?
If something happened to you tomorrow,
God forbid, did you build something that
lasts? And right now, we're standing at
the beginning of this five-year window
where the people who learn how to build
wealth are going to separate themselves
from everybody else. And I'm not saying
go buy all the overhyped IPOs. Not at
all. What I'm saying is learn the skills
that separate the pros from the amateurs
in this opportunity. And I believe this
is so important that I'm going to hold
for the first time ever a live workshop
on Father's Day, American Father's Day.
And it's called how to turn the IPO
summer into a five-year wealth machine.
Never taught this material before. And
honestly, I might never run it again
because these things happen every 10
years. So I might do another one in 10
years. It'll be live. It'll be free.
It'll be two hours long on Father's Day.
And there's a link down below. You can
claim your free ticket at
wealthmachine.org.
wealthmachine.org. The link's in the
description. And we're gonna have 10,000
tickets from this event. Completely
free. No questions asked. And it sounds
like a lot, but I can tell you they're
going to go pretty quickly. In fact, by
the time I'm recording this, half of
them are already gone. So, write wealth
machine in the comments if you want to
be part of that event. It's going to be
special. I can tell you that. I'm going
to look forward to it. It'll be live
from the good old US of A as well. I'll
be there in person. But the promise of
this video is to help you understand
these three stocks first, right? And
coming Sunday is the big mission. It's
the full strategy. We're going to get
into much much more detail than we could
in a 30-minute video like this. So,
let's get into it. Ticker numero uno,
Mercy, or rather Mercury Systems. MRCY
is the is the ticker. It's the brains
inside America's missiles. Now, I first
showed you Mercury Systems a year ago.
It was trading down here. If you can see
it on the screen, 28th of July, I put a
video out on this and it was trading at
$55. It's trading at $115
right now, which is, you know,
approximately 110% up. I don't promise
you returns. I'm just saying we had a
reason for looking at it, then we have a
reason for looking at it right now. And
there is something in stocks before you
think it's too late. There is something
that I call a second chance. Every stock
gives you a second chance. But let me
explain to you what this company
actually does because once you
understand it, you understand why the
Department of Defense doesn't function
without them. Sorry, Department of War,
isn't it? Now, anyway, so Mercury system
builds the electronic brains inside
America's most advanced weapons. You
know, the F-35 fighter, Mercury builds
the processing modules inside Patriot
missile systems, Mercury. The system
that detects incoming threats, processes
radar signals, and guides munitions to
their target. Mercury. So think of it
this way. If Loheed Martin builds the
body of a missile, Mercury builds the
brain. And the brain is the part that
actually really matters. They call their
strategy MOSA, modular open system
architecture. Big words, I know, but
it's a simple idea. They built
electronics that can plug into any
military platform. One brain, many
weapons. And have a look at the numbers
because that's where it gets exciting.
Last quarter, revenue was $235 million,
a little bit up over the year, but they
beat Wall Street's estimates. Earnings
per share were an absolute blower. 350%
higher profits than Wall Street had
expected. And the backlog, and that's
the number that I really, really care
about, $1.5 billion
of orders on the backlog. and they just
landed a multi-year contract to deliver
a thousand secure service. These are
hardened computing systems for
classified military applications. When a
company has a billion and a half in
backlog, it's still growing. That's a
company with a line of customers out the
door. The sort of thing that I want to
look at. And what makes these guys hard
to compete with is this. To do what they
do, you need security clearances. top
secret compartmentalized security
clearances. The kind of clearances that
take years to get. You can't just start
a company in a garage and bid on these
contracts. No, they won't have you in.
So, they're embedded in the classified
government programs, stuff we don't even
know about. That's essentially their
mode. And their open-source architecture
means once the hardware is inside a
weapon system, it tends to stable
because once you have something that
works, you don't rip it out as the
military because you want the stuff to
work, right? And money is kind of a
secondary consideration. But I also want
to be honest with you, zoom out. We're
trading at alltime highs and some people
will therefore think, well, it can't
cost possibly going any higher. Well, I
disagree with that. In fact, all the
research out there disagrees with that.
Stocks at all-time highs tend to make
new all-time highs, whereas stocks that
are cheap tend to make new all-time
lows. Now, of course, I'm not telling
you to run out and buy it. What I'm
saying to you is come and learn with us
on the weekend and you'll understand why
we get excited when we see things like
these where we are breaking out and then
we're doing it again up here. Pulled
back a little bit as I'm recording this,
but one or two days hardly make a make a
pudding. Um, so we're liking the setup.
It's a setup that is very similar to the
one that we saw in the middle of last
year where we had this beautiful little
pattern here and then boom institutions
c quarted as we caught it. Now am I
telling you to buy it? Absolutely
freaking not. I am not a registered
financial adviser. I don't tell you what
to buy. I share with you some of my
research. I share with you some ideas.
My goal is to inspire you to learn this
for yourself so you'll know how to fish
and you will not be relying on some guy
on YouTube to hand you a smelly couple
of days old fish. But one thing I like
about these guys is they're targeting
positive free cash flow and that's
typically a moment where a lot more
institutional investors start looking at
a stock because a lot of them only want
to buy stocks with positive free cash
flow. So the key with any of these is
risk management, allocation, position
sizing, knowing when to sell. Never buy
something until you know when you're
going to sell it. That's my first golden
rule. Let's go to stock number two. Atro
is the ticker. Astronics Corporation.
And they power every cockpit. And nobody
knows this basically. And and that's
exactly why I like it. So while everyone
is chasing AI stocks and memecoins and
so on, Astronics was quietly building
the electrical guts of every commercial
and military aircraft you have ever
flown on. So they make two things,
aerospace power and lighting systems and
defense test systems. So every time you
plug your phone charger into your seat
on a Boeing or an Airbus, that's
astronics hardware. The cockpit
lighting, astronics. The power
distribution system, astronics. The
emergency lighting that guides it to the
exit, astronics. But the defense side is
where it gets really, really
interesting. They build the test
equipment the US Army uses to make sure
its communication systems actually work.
The radios, the electronic warfare gear,
the battlefield networks, all that
stuff. And it gets tested on astronics
systems before it goes out them. So,
think of them as a quality control
department for the most powerful
military on Earth. And the numbers are
pretty extraordinary. They're guiding to
about a billion dollars in revenue this
year. Huge order book pouring in. $734
million in backlog. If we look at the
stock chart, my heart skips a beat. Uh
why? Because we have exactly the kind of
pattern that we look for. Sideways
action for a while. We're breaking out.
We broke out. you know, we seem to be
going going here for a for a second
chance. Um, so where the it is right
now, I wouldn't buy it right now. I
wouldn't wait for it to break out of the
recent highs. And that might sound
idiotic to you. It might seem like
lunacy to you to buy something at a
higher price. There is some logic in
that and join me again on Sunday and
I'll teach you that in in in full. So
you might think, well, they make
electronics and lights and chargers and
stuff. Well, why can't people copy?
because they're embedded in the supply
chains of Boeing and Airbus and the
military. You don't swap out a power
system in an aircraft because it takes
years of certification, testing, and
possibly billions in engineering. And on
the defense side, you need security
clearances. You need intermittent
knowledge of classified military
communication systems. You can't Google
how to use this. So these guys are going
to keep growing with whatever the
civilian aircraft sector and the
military does because they're the
infrastructure. They're profitable. Huge
improvement in fact to that. And of
course there's a risk with this stock
like any other stock. So don't just run
out and and you know put your all your
money on it. That would be be absolutely
moronic.
But it's the sort of thing that we look
for and I'll teach you on Sunday how
exactly we find these in a lot more
detail. So stock number three is Redwire
Corporation RDW.
They're the company building space,
probably the most exciting and possibly
the most dangerous. So, if Mercury
builds the brains, Astronics builds the
power system, Red Wire builds the actual
structures that go into orbit. They're
one of the pure place space
infrastructure companies that you can
buy on the market today. One of the very
few. So, they built the physical stuff
of space, the solar arrays, the sensors,
the structures, the antennas, and the
payload system. So the hardware that
makes satellites actually function. They
built hardware for NASA's programs. They
have sensors in the International Space
Station. Even grew strawberries in space
as part of an inspace manufacturing
experiment. I'm not sure how good those
strawberries were, but they have real
defense contracts. NATO selected Red
Wire for drone technology. They want to
spot on the DARPA Otter program, which
is something that goes into very low
Earth orbit. So basically developing
satellites that operate very close to
Earth for faster, more accurate
intelligence gathering. And the biggest
number of all, they're part of a $1.8
billion Andromedia contract with the
Department of War. And that's an
indefinite delivery, indefinite quantity
deal, which means the government can
keep ordering for years under this
contract. revenue up 58% last year.
Massive backlog and it's the kind of
momentum that makes institutional
investors potentially pay attention.
Now, I did a video on it when it was
trading here around early early May. You
guys can look that up. And the stock
then went up
66%. Bit more than that. And then it
went down again and it's now down a
little bit from that. And so you might
go, "Oh my god, it's a total loser." No,
it's it's a lesson in risk management
and when to sell. But I believe right
here where we are is is your second
chance. Doesn't mean you should run out
and buy it obviously, but what I'm what
am I looking for? I'm looking for a
stock that pulls back from its squeeze
up, which it did. And then I'm looking
for that to bottom out ideally above
this magic little line we're going to
talk more about on Sunday. And then what
I would really like for this to do, I'd
like for this to exceed
the recent high, which would be around
about, let me give you the number, 1730
or thereabouts. So, I'm not buying it
where it is right now, even though it
looks cheap. One of my mentors said to
me, Felix, every time you think about
the word cheap with investing, run. Uh,
it's a really, really bad idea to buy
things when they're cheap because cheap
is is a relative term, right? Have a
look at the plug chart. Uh, down 98%.
But the motive is very very simple. They
build things that go into space. Not
many people do that. The barriers to
entry in space manufacturing are pretty
enormous. You need facilities,
certifications, track records with
government agencies, years of trust.
Redwire has done it. As the space
economy grow, as more satellites get
launched, as more stations get built,
more defense constellations go up,
someone's got to build the hardware. And
Redwire is basically positioned to be
that somebody. Now, there's risk with
this. And I want you to always consider
that very very clearly. They made a loss
last quarter. There is share dilution.
It goes up and down 10 or 15% a year. So
you need to have really really tight
risk management. This is a high-risk
growth sock. I think potentially you can
make a lot of money with high-risisk
growth stocks. But most people don't
because they don't know what the heck
they're looking for. They don't know
when the heck they should be selling.
And look at some of these opportunities
here, right? We 2024 the thing went up
like 270% and then guess what? it went
back down to zero and most people just
baggheld through the process but not you
not anymore if you join me on Father's
Day on Sunday um evening New York time
so you see in the stocks the brains the
power the structure of the space economy
but I don't want to just hand you fish
because that's never very useful I want
to teach you the first steps on how to
fish we're going to go much deeper on
Sunday if you join me there the thew
wealth
get your free ticket but let me give you
the framework that I used to find
Mercury systems back last year and and
ATRO and RDW after that. And this
framework works for absolutely
everything out there. It doesn't matter
what sector it is. Step number one is
follow the money. I don't care about the
story. I don't care about the hype. I
don't even care about the numbers. The
three things that I look at, government
contracts, backlogs, and booktoill
ratio. We can talk about that a bit more
in detail later. Government contracts
tell me the company has some real
customers. backlog tells me if the
demand is actually sustainable. And the
book to bill thing, it's a ratio of new
orders to revenue. If it's above one,
the company is booking more business
than it's delivering, which is a company
that's accelerating its growth. And if
you look at the scorecard for these
three stocks, Astronics 1.2 two almost
1.3 backlog. RDW almost two times
book to bill which means they're booking
more orders than they're delivering on
which is a good thing. Mercy backdrop
backlog also piling up pretty nicely.
They all pass step one. The second then
is look at the moat. A mode is what
stops competitors from just copying the
product. In the space and defense
worlds, moes are usually very strong.
security clearances, supply chain lockin
and proprietary technology will be the
things that we want to look at and
all three pass that test and then you
want to look at risk and most people
skip this because it just sounds more
exciting to look at the positives but
risk is very very important. So is there
path to profitability? What's the debt
looking like? Are they diluting the heck
out of us? What are the insiders doing?
And Mercury is profitable improving.
Astronics is solidly profitable. Red
wire is still burning cash. So that's
the highest risk there. And you can can
can run your read yourself through the
all the other data points that matter if
you check out the Winston app which we
built for exactly that purpose. So we've
got a three layers of the space economy,
right? The brains, the power, the
infrastructure, fundamentally money
pouring into it. So the question isn't
whether this will happen. The question
is are you positioned for it? Are you
positioned for it in the right way? And
I think a lot of people what I'm seeing
right now are chasing the riskiest thing
out there because FOMO is real, right?
Fear of missing out is a big big big
thing for all of us. And the only way
that I got myself out of the FOMO thing
because I used to have it too. Everybody
does. It's just the way we're we're born
is by having a very clear structure and
framework and rules and having that
protocol like printed out on your desk
that tells you what decisions you make
and what decisions you don't make. And
the protocol I like to use is the one
that Wall Street uses. And it's what I
learned from my mentors. I know from my
mentors this has been around for at
least 50 years.
It's changed ever so slightly as the
market gets faster and faster. But if
you're still out there and you're
looking at purely fundamentals,
um, well, sorry to be the bearer of bad
news, Wall Street no longer cares about
fundamentals. Look at SpaceX.
Fundamentals look terrible. It's all
about following the money. And once you
understand that, and once you understand
how to spot those signals, once you
understand how you can see what
institutions are doing and how you can
see it, the process actually gets way
easy. And we still consider fundamentals
from a risk point of view, but it isn't
the thing that makes us go click on a on
a buy button because you're gonna have
great fundamentals. You're gonna have a
great business and Wall Street can hate
it and therefore it never goes up,
right? Plenty of examples out there. So,
if this has been helpful today, Sunday
is going to be a lot more helpful
because it'll be proper education,
proper teaching in a time framework that
YouTube would hate. We'll run about two
hours. So, Sunday evening, 7:00 p.m. I
think it is New York time, join us at
wealthmachine.org
and turn this IPO summer into the
beginning of a 5-year wealth machine for
yourself. If you got some value out of
this, share the video, share the link to
wealthmachine.org with other people who
you think might benefit on having better
investing skills. And I thank you for
watching. If you own silver, whether
it's in coins, in a safe, shares, in an
ETF, or a mining stock, what happens on
June 16th could be the single most
important day for your investment this
year. Here's the problem.
Ask follow-up questions or revisit key timestamps.
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.
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