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Space Stocks to Own Before SpaceX Lifts Off
All eyes are on SPACE and these stocks are heating up. You know what they say about rising tides...
No open positions. 4 closed since May 2026.
Last trade Jun 9, 2026
Positions
No open positions. 4 closed: 2 wins, 1 loss, 1 flat.
Closed
| Ticker | Opened | Closed | Entry | Exit | Realised | Outcome | Note |
|---|---|---|---|---|---|---|---|
| RDWBuy | May 2026 | May 2026 | ••• | ••• | ••• | Closed | Taking this QUICK DOUBLE off the table! |
| PLBuy | May 2026 | Jun 2026 | ••• | ••• | ••• | Stopped out | |
| RKLBBuy | May 2026 | Jun 2026 | ••• | ••• | ••• | Stopped out | |
| CMTLBuy | May 2026 | Jun 2026 | ••• | ••• | ••• | Stopped out |
“Consumer interest in space is accelerating in our data right now, and historically that attention converts to capital flows fast. Each stock in this playbook sits at a different layer of the same infrastructure buildout — own the sector before SpaceX FOMO rushes into these stocks.”
Andy Swan, thesis & conviction
The thesis
SpaceX's IPO will flood retail into space stocks. Smart money moves first.
RDW builds the infrastructure. PL owns Earth-observation data. RKLB launches the rockets. Three different angles on one unstoppable trend.
Consumer interest across all three is climbing fast. That's our signal.
Rising tide. These ships are already moving.
The evidence
RKLB Contracted Backlog YoY Q1 2026+108%
RDW LikeFolio Divergence Gap+22 pts
PL LikeFolio Divergence Gap+21 pts
CMTL Gross Margin YoY+720 bps
Andy Swan & Landon Swan
LikeFolio Intelligence
“Consumer interest in space is spiking across LikeFolio data — and that attention converts to capital flows fast. The stocks in this playbook cover infrastructure, data, and launches. Own the sector before the next wave arrives.”