u/CUbuffGuy

Reddit r/wallstreetbets
· tracked since May 2026
Calls 1 1 Posts tracked · 0.1/day
Calls
7d 0
30d 1
90d 1
Best Calls
RDW long +31.6%
Worst Calls
No live losers yet
Most Mentioned
RDW ×1
Recent Calls
RDW long 2 weeks ago
Win Rate 100% Long 1 Short 0
Win Rate
7d 100%
30d —
90d —
Average Return +31.6% Long Return +31.6% Short Return -
Average Return
7d +60.6%
30d —
90d —
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RDW Redwire ... Redwire Corporation
Long
May 18
$13.72
+31.6%
Revenue up 57.9% YoY, backlog book-to-bill ratio of 1.92 (up from 1.57), and agreements with Alphabet and SpaceX for space datacenters. RDW is uniquely positioned to capitalize on the secular growth of space infrastructure without valuation distortion from a SpaceX IPO; its acquisition strategy keeps it cash-flow-negative but secures future work. Long-term accumulation play on the “build stuff in space” theme; the author is adding shares, not options, indicating conviction in multi-year upside. Management quality questioned by commenters; company still unprofitable; space infrastructure timelines uncertain; competitive landscape may shift.
Revenue up 57.9% YoY, backlog book-to-bill ratio of 1.92 (up from 1.57), and agreements with Alphabet and SpaceX for space datacenters. RDW is uniquely positioned to capitalize on the secular growth of space infrastructure without valuation distortion from a SpaceX IPO; its acquisition strategy keeps it cash-flow-negative but secures future work. Long-term accumulation play on the “build stuff in space” theme; the author is adding shares, not options, indicating conviction in multi-year upside. Management quality questioned by commenters; company still unprofitable; space infrastructure timelines uncertain; competitive landscape may shift.
NatSec
REDDIT
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