I posted on 24Jan26 about Redwire $RDW, and this thesis has now fully ignited. $RDW is up +30% today, surging after being selected as a vendor for the Missile Defense Agency’s $151B SHIELD IDIQ program, positioning it to compete across a broad scope of defence innovation work designed to accelerate next generation military capabilities. 💥🛰️
📈 Momentum, Volatility, and Flow
This is a high conviction volatility expansion, driven by surging momentum, aggressive liquidity inflows, and regime level capital rotation into defence, space infrastructure, and national security technology. Flow confirms a trend continuation structure, with rising support, tightening structure, and sustained pressure into resistance. 🔥📊
📦 Space Infrastructure Edge
SpaceX builds the trucks.
$RDW builds the cargo. 📦
You cannot build a space economy without solar arrays, antennas, and docking systems, and Redwire is becoming the Home Depot of orbit. 🛰️🔧 The Edge Autonomy pivot into military drones adds a second defence growth engine, tightening alignment with missile defence, NATO spending, drone warfare, and modern battlefield innovation. 🛡️🚁
🌍 Big Picture Structure
This reflects structural momentum, expanding liquidity, dominant flow, and a defence supercycle narrative, as $RDW evolves from space supplier into a defence and drone infrastructure backbone. The trend, structure, and capital rotation remain firmly in control. ⚡📡
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