Internet computer
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Internet computer
@TESLA4U
$ICP explorer 🧭 Team 8 years





TOP 10 GROWTH PORTFOLIO POSITIONS 1. $RKLB | Rocket Lab 2. $AEHR | Aehr Test Systems 3. $SOFI | SoFi 4. $IONQ | IonQ 5. $ASTS | AST SpaceMobile 6. $OSS | One Stop Systems 7. $NVTS | Navitas 8. $SITM | Sitime 9. $SYNA | Synaptics 10. $CRDO | Credo Technology





A List of Space Stocks: Launch Services Providers $RKLB Rocket Lab $SPCE Virgin Galactic Space Infrastructure and Services $LUNR Intuitive Machines $RDW Redwire Space $MNTS Momentus $LLAP Terran Orbital $SIDU Sidus Space Satellite Communications $ASTS AST SpaceMobile $SATS EchoStar $IRDM Iridium Communications $ETL Eutelsat Communications $SESG SES S.A. $VSAT Viasat Earth Observation and Imaging $PL Planet Labs $BKSY BlackSky Technology $SPIR Spire Global Aerospace and Defense Companies $RTX Raytheon Technologies $LMT Lockheed Martin $LHX L3Harris Technologies $NOC Northrop Grumman $BA Boeing $AIR Airbus $HO Thales Group $MDA MDA Space Space-related Component Manufacturers $HEI Heico Space-focused Investment Trusts and ETFs $SSIT Seraphim Space Investment Trust $ARKX ARK Space Exploration and Innovation ETF $UFO Procure Space ETF

$RDW -6% today. Up 26% one month. DONT MISS THIS ONE. $RDW might quietly be one of the most important infrastructure plays in the entire future AI + space economy. This post took a while. 😉 A 20x 280$ stock chilling at 14$ REPOST. BOOKMARK. SUBSCRIBE. Add to the Hunters WL ORBITAL DATA CENTERS are no longer science fiction. $SPCX SpaceX / xAI / broader industry chatter around orbital compute infrastructure is accelerating FAST. Elon musk $RDW takeover? Because space solves multiple massive AI bottlenecks at once: • Constant solar power • No atmospheric loss • No weather disruption • Passive vacuum cooling • Reduced terrestrial grid dependency • Massive scalable energy potential And if orbital AI infrastructure becomes real… You need: • Massive deployable solar power • Radiation hardened systems • Thermal management • In-space manufacturing • Autonomous assembly systems • Docking + servicing infrastructure Redwire already powers critical orbital infrastructure TODAY. Their ROSA (Roll-Out Solar Arrays) are already deployed on the International Space Station with a 100% on-orbit success rate. The ISS iROSA deployments boosted station power capacity by over 30%. Each wing generates roughly 28kW+ at beginning-of-life power levels. Total ISS system power now exceeds 250kW. $RDW also supplies systems tied to: • NASA Artemis • Lunar Gateway PPE • Axiom commercial station • Blue Origin Blue Ring • Thales Alenia INSPIRE satellites • NASA DART mission • Defense programs • SpaceX launch ecosystem exposure Redwire recently launched ELSA: • Extensible Low-Profile Solar Array Why ELSA matters: • ~50% more power per unit volume • Lower mass • Smaller launch storage footprint • Modular scalable architecture • Faster production capability • Designed for volume deployment • Edge computing • High-power orbital platforms • Large-scale constellations • National security systems • Future orbital infrastructure The first ELSA contract already landed: • $12.8M award with Moog • National security LEO mission • METEOR satellite platform integration Meanwhile Redwire continues stacking larger infrastructure contracts: • ~$50M ROSA follow-on production order • NASA + Artemis related deployments • Axiom commercial station integrations • National security satellite programs Q1 2026 fundamentals were VERY strong: • Revenue grew 57.9% YoY to $97M • Gross margins expanded to 26.6% • Record backlog reached $498.1M • Book-to-bill ratio hit 1.92 • Over $350M in bookings across last 2 quarters • Full-year guidance reaffirmed: $450M-$500M revenue That implies roughly: • ~42% YoY growth at midpoint After acquiring Edge Autonomy: • $RDW now builds Stalker drones • Penguin tactical drones • ISR systems • Multi-domain autonomy platforms Recent defense momentum: • $1.8B+ Andromeda national security IDIQ vehicle • High eight-figure NATO Penguin Mk3 drone contract • US Marine Corps Stalker orders • Expanded defense autonomy pipeline But there’s ANOTHER hidden upside layer people are missing: SPACE BIOTECH. $RDW’s PIL-BOX microgravity platform is already supporting: • Drug discovery • Protein crystal growth • Cancer research • Pharmaceutical manufacturing in orbit 43 PIL-BOX units have already flown. NASA recently added another: • $4M funding expansion On top of: • $25M already contracted And now rebecsinib is being tested in orbit: • First-in-class ADAR1 inhibitor • Designed to stop cancer stem cell replication • Potential “cancer kill-switch” mechanism Microgravity allows researchers to study biological behavior impossible to fully replicate on Earth.🌍 ALL at a market cap still around: ~$2.5B-$3B. Meanwhile: • BlackRock increased position ~48% • Vanguard increased ~39% • State Street increased ~61% $RKLB $LUNR $PL $ASTS $IONQ $QUBT $QBTS $TSLA $NVDA $SPCX $ACHR $HYLN $GOOGL $LAES $NVDA $HON $ARKX $VOO #AI #Space #Defense #OrbitalComputing #SpaceTech #Stocks





Sometimes the work just speaks for itself. Great day in the office last week.










