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Zaid

๐Ÿ‘ค Speaker
1564 total appearances

Appearances Over Time

Podcast Appearances

The Rundown
Deep Dive: Why Artemis II Matters for Investors

In fact, the three main companies involved in the Artemis II mission were Boeing, Lockheed Martin, and Northrop Grumman, and these companies haven't gotten the same level of hype as a native space company has.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

In fact, Northrop Grumman and Lockheed Martin stock have mostly been flat since the mission launched.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Wall Street seems to be more enthusiastic about the up and coming disruptors and not the incumbents.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

And you know, I wonder if that ends up being the right call long-term.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

So what's my take here?

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Well,

The Rundown
Deep Dive: Why Artemis II Matters for Investors

I just want to start off by saying that space is cool, and I'm glad that we're doing cool space stuff again.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Watching the Artemis II launch with my kids and seeing all the high-res pictures of the moon is awesome, and I can't wait for astronauts to actually land on the moon in 2028.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

But I got to say, as an investor, I'm still hesitant to jump headfirst into space stocks.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

A lot of these space stocks are still very speculative and pre-profit.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

I mean, even the SpaceX IPO at a $1.75 trillion valuation seems frothy to me.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

But look, the trend is undeniable that space is the next frontier and area of growth.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

But personally, I'm just waiting for some of the hype to cool off before jumping in as an investor.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

In the meantime, I can't wait to watch more rocket launches and space missions from NASA and all these space companies working on this stuff.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Well, all right, guys, that's it for today's weekend deep dive.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Hope you guys enjoyed that one.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

If you did, let me know in the comments on Spotify or YouTube on if you're excited about the SpaceX IPO, if you plan to invest in it.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Do you own any other space stocks?

The Rundown
Deep Dive: Why Artemis II Matters for Investors

Drop your comments on Spotify and YouTube.

The Rundown
Deep Dive: Why Artemis II Matters for Investors

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