The analyst suggests Redwire as a 'picks and shovels' play in the space industry, building essential hardware for satellites, space stations, and lunar missions. The company has strong government contracts and is positioned to benefit from the increasing space buildout, with potential catalysts from commercial space station projects. Technical analysis indicates a potential breakout above recent highs, supported by institutional buying.
“This is a $2 billion company. This could become a $20 billion company. It's quite feasible, right?” — ▶ 12:50