Calls
1
u/CUbuffGuy
Reddit r/wallstreetbets
Win Rate
0.0%
return
-37.8%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
May 18
$13.72
-37.8%
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.
Space
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u/CUbuffGuy has 1 trade ideas tracked on Buzzberg across 1 tickers since May 2026. Most covered: RDW.
