u/CUbuffGuy

1 thesis · first seen May 18, 2026
WindowThesesResolvedWinsWin rateAvg returnMedian return
1d1100%-0.4%-0.4%
3d111100%+10.0%+10.0%
1w111100%+25.3%+25.3%
1m111100%+5.7%+5.7%
3m000
6m000
1y000

Past performance does not predict future results. Informational only, not investment advice.

Thesis history

$RDWDDbullish
u/CUbuffGuy · 57d agono track record yet
Long 6000 shares of RDW

Redwire [RDW] - DD & Position Increase

Redwire is the best-positioned picks and shovels play for space infrastructure growth, particularly orbital datacenters. With 57.9% YoY revenue growth, a book-to-bill ratio of 1.92, and agreements with Alphabet and SpaceX, the company is in rare accumulation phase where it has backlog before acquisitions.

At post $13.96Now $9.59-31.3% since postedas of Jul 13, 4:59 PM ET
1d-0.4%
3d+10.0%
1w+25.3%
1m+5.7%
3m
6m
1y
original post →

End of results.