Video summary
The video opens with an analysis of the current market conditions on a Friday where major stock indexes like the Dow and S&P are showing slight declines, though the creator notes that specific sectors remain resilient despite the broader downturn. While commodities like oil have dropped and Bitcoin is approaching a significant breakout above $80,000, the speaker highlights that individual stocks often outperform when indexes struggle. He specifically points to Robinhood as a strong performer that has surged nearly 9%, bouncing off key moving averages and showing potential for further gains once its earnings report reflects the growing volume of crypto trading activity. The creator expresses confidence that the stock is not yet fully priced in, suggesting it could run significantly higher in the coming quarter.
In addition to Robinhood, the speaker discusses his position in Lam Research, a semiconductor equipment company he recently purchased and which has already gained value. He views this investment as part of a larger Artificial Intelligence trade that is taking a brief pause before its next major upward move, predicting the stock could reach levels well above $400 within the next few months. Even if the price dips to the mid-$200s, he plans to buy more shares, viewing such prices as a bargain given the long-term bullish outlook for the sector. This strategy underscores his belief that while the market may feel uncertain, there are specific pockets of opportunity where investors can capitalize on undervalued assets with strong growth potential.
The final and most detailed segment of the video focuses on Starfighter Space, a unique company operating a fleet of F-104 Starfighters capable of Mach 2 speeds and launching payloads into space from NASA's Kennedy Space Center. The speaker explains that this company offers a distinct advantage over traditional rideshare or dedicated launch options by providing an affordable middle ground with faster turnaround times and better schedule control, costing roughly $15,000 per kilogram for launches. He highlights recent strategic partnerships, including a Memorandum of Understanding with Vaya Defense to test hypersonic technologies and another with Bionetics Corporation to process small payloads for space life sciences, positioning Starfighter Space as a critical player in the rapidly expanding commercial space economy that is poised for massive growth over the next decade.
Read the full video transcript
All right, happy Friday, guys. It's your
boy Stoss here. Welcome back to another
video. I appreciate you all for tuning
in as always as the market right now
isn't looking the best. Every index is
down except for the Qs, which guys, the
Qs are up what? .1% .2% as we have the
Dow down a quarter percent, S&P's pretty
much at break even, down a little bit,
.05%
as the Russell's down 3/4 of a percent.
And I guess on the right side,
excuse me, the VIX is down 2.3% oil's
down both Brent and WTI about 2% each
and Bitcoin is up over 6%, which we're
not going to talk too much about in this
video, but Bitcoin is starting to break
through $80,000
a coin and the breakout spot is pretty
much right here, 82, 83,000. We have a
cup and handle clearly forming here on
the 4-hour chart and it's pretty much
the moment of truth here for Bitcoin and
looking at some Bitcoin stocks,
Bitcoin-related stocks, Robinhood,
Coinbase, Circle Internet, those are
going crazy today, guys, which I'm
personally long Robinhood as you all
probably not at this point. So, not the
best Friday
when it comes to stocks, but crypto's
looking good and a lot of individual
stocks are looking great. Just cuz the
indexes aren't doing that well, doesn't
mean certain pockets of the market are
doing bad as well. So, I want to go over
a couple stocks in this video I'm
watching, kind of where my head's at,
trades I'm in right now. So, guys, hit
the like button. Make sure to subscribe
and join my Patreon if you want to keep
up with my actual portfolio updates, my
private Discord, all that's linked down
below, pinned in the comments in the
bio. You guys know where to find it. So,
let's break down what is going on with
some of these individual stocks and one
in particular that I'm not in quite yet,
but I'm watching very closely right now.
So, Robinhood, let's start here with
Robinhood. This stock is up a whopping
9% and clearly buyers are coming in
exactly where you want them to come in
right off this 180 SMA. We bounced off
that beautifully and now we're breaking
back through the 50 moving average and
we're well on our way back to the highs
from
what? The beginning of September, which
we hit about 125, 126. And I've been
saying this for a while, guys. Bitcoin,
once Bitcoin starts to move,
Robinhood's really going to take off and
that's what we've been seeing. And
listen, wait till the next quarter rolls
around. Wait till next earnings, guys.
All these numbers are going to reflect
all all this, you know, all this crypto
trading volume, it's going to reflect
into their numbers. And I don't know if
that's necessarily priced in yet to
Robinhood stock. So, I think Robinhood,
come next earnings report, I think it's
going to run tremendously. And listen,
if it runs big time into that report,
maybe it's already priced in. But as of
today, as the the stock stands today, I
don't think it's fully priced in yet.
And look at Lam Research, which you guys
probably saw a couple days ago, a couple
videos ago and and and everybody in my
Patreon, you get all my real-time
trades. I bought Lam Research at 267
just a couple days ago, earlier this
week, and I'm already up about 5% on the
position.
It's currently at 282 and this is
nowhere near fully playing out. I think
Lam Research has a long ways to go and
quite frankly, I wouldn't be
I wouldn't be mad if this came lower.
Let's say it came down at 240, 230. I'm
just going to buy more. I think anywhere
in the mid 200s for a lamb is a steal,
right? I think the stock goes to 400
plus again. I don't know when, but I
think within the next 3 to 6 months my
bet is that's where we're going. Back to
the mid 300s, high 300s, 400 plus
is the bullish scenario here. And I
think I think that AI trade has another
leg up. I think this last these last two
two and a half months have just been the
AI trade taking a breather and it's
getting ready for that pop again. At
least that's my take and I'm putting my
money where my mouth is. What are you
guys doing? Let me know in the comments.
I'm super curious what you guys are up
to as always. Now, I'm also watching
Starfighter Space, which we mentioned a
couple months ago. I'm sure you guys
remember. This stock trades on the
Nasdaq under ticker FJET
and this company, when you think of
space stocks, when you think of space
companies, a lot of you think of what?
Rocket Lab. I was going to say Robinhood
again. Robinhood's clearly on my mind,
guys. Rocket Lab, you think of SpaceX,
you think of, you know, ASTS, but
Starfighter Space is one that not many
people realize and the economics behind
their business makes sense. I want to
break down in this video quickly kind of
what they do,
why I'm watching them and overall
um
why they're on my watch list. So,
they're they're essentially operating an
active fleet of F-104 Starfighters and
they're the only commercial company in
the world with the capability to fly at
a Mach 2 while launching payloads into
space. And I'll show you guys more about
this Um, we continue on here in the
video, and we can see here Starfighters
is an opportunity essentially to
participate in this high demand
commercial space,
um, you know, market that we're seeing.
And there's so many companies, um, and
again, this one's kind of under the
radar in my personal opinion. And
they're located at NASA's Kennedy Space
Center in Florida alongside SpaceX, Blue
Origin, and United Launch Alliance. And
again, they act as a first stage
carrying payloads to 45,000 ft for air
launch to space and hypersonic testing
is part of their air launch partner
development program. And again, they're
the only commercial fleet in the world
that will be capable of launching
payloads through Starfighters Star
Launch program. And let's continue on
here so I can show you a little bit more
about the market. Space is clearly the
next frontier, right? And Starfighters
space is poised to service one of the
largest growing economies. And over the
past several decades, space and
satellite technology has become the
invisible foundation of our digital
world. And we can see just the insane
increase here. Let me make sure you guys
can actually see it. I'll bring my, um,
head down a little bit more here. There
we go. We can see the 14x increase from
2020 to 2029, 38,000 plus satellites to
be built and launched over this decade,
which is unbelievable. And we can kind
of see the graph here completely
exploding, um, from where we are today
to 2029. That's the projection, right?
And I mean, jeez, look at where it was
before 2020. I mean, these numbers are
getting, um, pretty crazy, right, guys?
And essentially, they're a US-based
launched uh launch capability uh program
that provides control over launch
schedule and orbital destination, right?
Let me actually pop my head down here to
the bottom right. There we go. And by
the way, guys, all the info for this
company, linked in the bio as always.
I'm sure a lot of you have heard of
them, right? And they're the only
commercial company in the world that
can, like I said, fly sustained at Mach
2. And they're in a unique position
because of the F-104's unequaled speed
and altitude capability. And they fly
payloads including new technologies such
as hypersonics for national security
research amongst other things here. Um
look at the solution that they're
solving here. We have rideshare, right?
We have dedicated launch and
Starfighters space. So, looking at
rideshare, this is the purchase of
available or underutilized space on
larger launch vehicles, right? The pros
are it's affordable.
Um you know, looking at 5K to 25,000 US
dollars per kilogram for a bus ride
essentially near your desired location.
There's larger payroll uh payloads,
right? But the cons are only large
payloads are economical, right? The
smaller ones um really aren't as
economical. Um there's extended lead
times, lack of schedule control, and
more. And if you're looking at a
dedicated launch, a dedicated launch
vehicle, so you know, there's pros to
that and cons. The pros are 24,000
dollars per kilogram for a taxi to your
exact target location. Uh you have
better control of schedule, launch date,
and orbital insertion than rideshare
option the rideshare option. And the
cons are, of course, smaller payloads,
right? Minimum 250 days from order to
launch, so there's a lot of um you know,
lag time there, if you will. And if
you're looking here at the solution
from Starfighter Space, we can see right
here
it's a dedicated launch vehicle to lift
the payload multiple times, right? The
pros are it's affordable, $15,000
roughly per kilogram for a taxi to your
exact target location.
Um, you have improved control of
schedule, launch date, launch site, and
uh, destination orbit. And it's the
fastest turnaround from order to launch
with multiple launch vehicles available
delivering much quicker cadence, um,
minimal environmental impact, which is
key, right? And the proven first stage
launch vehicle within thousands of
missions over 60 years. That's very key
here. And the cons are, okay, smaller
payloads, but again, they're affordable,
$15,000 roughly, uh, per uh, kilogram
for a taxi to your exact target
location. And listen, bigger is not
always better. Scale impacts the service
price. And you can see kind of here, um,
you know, from
the Falcon Heavy to, you know, the
Starfighter F-104, the the different
costs of these vehicles, um, from these
different companies, which you guys can
pause this and take a, you know, deeper
look into this chart on the bottom left.
But you can kind of see how affordable,
um, compared to other, uh, you know,
vehicles, other companies, that
Starfighters is. You know what I mean?
That's that's a key here in this
business. And if we look at some recent
news here and some partners, clients,
relationships, they're currently serving
global multinational customers including
Lockheed Martin, GE, right? InnoVering,
uh, Maggot Space Florida, and the US Air
Force Research Laboratory.
and looking deeper into this into some
recent news, which is exciting because
listen, I mean the more
you know,
partnerships they make, the more
launches we see, the the better for the
company. Starfighters and Vaya are going
to collaborate on air launch and captive
carry projects. We got this news just a
couple of days ago, about a week ago,
and we can see if I come down here a
little bit.
Excuse me. Starfighter Space
is operating again the world's only
commercial fleet of flight ready Mach 2
plus supersonic aircrafts, and Vaya
Defense and Space, they privately
announced or the well, that is a
privately held developer of the patented
Vortex Hybrid Rocket Rocket Engine. They
announced about a week ago they're
entering into an MOU to explore
collaboration on supersonic captive
carry flight testing and air launch
propulsion. Very critical here, guys.
The MOU includes two collaboration
tracks. Under the first collaboration
track, the companies plan to evaluate
flying Vaya hypersonic test articles and
other payloads on Starfighters wind
tunnel in the sky service, which uses
F-104 aircraft to expose hardware to
sustain Mach 2 plus flight conditions
for technology validation and
maturation, right? And under the second
collaboration track, the parties plan to
assess whether Vaya's hybrid propulsion
is suitable for Star Launch Starfighters
air launch system, which beginning with
it's beginning with suborbital missions,
and the joint technical assessment is is
expected to cover propulsion performance
and packaging, vehicle and payload
integration, and methodologies for
operating from the F-104's
underwing stations. And they enter into
another MOU,
which you guys can see here, Starfighter
Space Plans Pathfinder for payload
processing under an MOU with the
Bionetics Corporation. And Bionetics,
under this MOU, will work with
Starfighters to prepare a multiple
classes of small payloads, including
their preflight and postflight assembly,
testing, integration, and data
retrieval, and using Bionetics'
um specialized laboratories, equipment,
and personnel within the Space Life
Sciences Lab at the Cape Canaveral Space
Port. And this is key, and and and
there's more more news than just this,
guys. But located at the Cape Canaveral
Space Port, just 9 mi from Starfighters'
hangar, the Space Life Sciences Lab is
an 104,000
sq ft facility
with dozens of laboratories that support
NASA and commercial space activities,
including processing microsatellites and
conducting spaceflight experiments. And
both Starfighters and Bionetics are
housed within the facility, which is
also home to Space Florida, multiple
universities, and other space companies.
So, big news, big news. And again, when
it comes to space stocks, guys, it's not
just SpaceX.
It's not just Rocket Lab. You got a lot
of names in the space, and Starfighter
Space, no pun intended there.
Uh yeah, you guys you guys like what I
did there? This is one that I'm watching
very closely. Again, FJET
on the Nasdaq. Add them to your
watchlist. And full disclosure, as of
this video, guys, I don't own the stock,
uh but that is subject to change here
whenever. And I'll I'll keep you guys
posted. Again, everybody in my Patreon,
you get all my real-time buys, all my
alerts, everything I'm doing in that
portfolio, and you get access to my
private Discord. So, with that being
said, guys, I'll see you all in there. I
appreciate you all for tuning in. Have a
great rest of your day, and happy
Friday.