If You Missed Palantir, This Is Even Bigger

[01:00:00:02 - 01:00:05:22] For the past several years,   AI has been the next technology frontier  and it made a lot of people rich.   [01:00:05:22 - 01:00:11:03] And that door is still open,   but another one just opened right behind  it and that's in the space race.   [01:00:11:03 - 01:00:19:06] And the names that are powering   it are already exploding. And the biggest  catalyst yet is almost here in a couple of   weeks with SpaceX going public. [01:00:19:06 - 01:00:27:09]   And when that happens, two things are  going to play out all at once. The picks   and the shovels behind the space race  are going to do great no matter what.   [01:00:27:09 - 01:00:34:09] SpaceX is finally something   that you can actually buy. [01:00:34:09 - 01:00:39:09]   I'm just going to walk through the names that  I think are still built to win either way.   [01:00:39:09 - 01:00:47:20] for the bigger ones that might   stumble along the way, and I'm going to share the  exact entry points that at least I'm watching for   myself before the move even happens. [01:00:47:20 - 01:00:55:01]   But real quick, before we dive in, it's  just a reminder that I'm not a financial   advisor and everything that I do in this  video is for educational purposes.   [01:00:55:01 - 01:01:04:06] But if you're new to the channel,   I spent years in corporate America and I made some  very great investments along the way, enough so   that I was able to retire at the age of 46. [01:01:04:06 - 01:01:08:03]   I started this channel so that I could  share with you that experience.   [01:01:08:03 - 01:01:13:04] Unlike most YouTubers, I'm not doing this to get   rich. I already did that with my investments. [01:01:13:04 - 01:01:21:08]   then please feel free to join the community  with Patreon and my newsletter linked below.   [01:01:21:08 - 01:01:26:11] So let's get right into it and   I'm going to start with the names that  I think are built to win either way.   [01:01:26:11 - 01:01:34:17] The first one is CACI International.   I'm just going to call it Casey. And most  people know them as a government technology   and intelligence contractor. [01:01:34:17 - 01:01:39:20]   The company that builds the cybersecurity  and the data systems for the federal   government and the Pentagon. [01:01:39:20 - 01:01:51:22]   But CACI has quietly turned into a real space  company because they bought a business called   ARCA that makes the electro-optical sensors  and the autonomous software flying on low   earth orbit satellites. [01:01:51:22 - 01:01:58:01]   And they build one of the few American-made  laser terminals that let those satellites   talk to each other in space. [01:01:58:01 - 01:02:06:18]   So this is truly a picks and  shovels name in the truest sense,   where they win every time a satellite  goes up, no matter whose rocket carried   [01:02:06:18 - 01:02:12:21] And here's what really tells   the story. Because while everyone chases  the flashy names, Casey is the rare   [01:02:12:21 - 01:02:26:07] Throwing off around half a billion dollars a year   now and sitting on a backlog worth more than three  years worth of revenue that's already signed.   [01:02:26:07 - 01:02:29:23] yeah, it's essentially a profit machine   wearing space stock's clothing. [01:02:29:23 - 01:02:39:16]   So if I'm looking to get into Casey,  I'm comfortable right around the low   500s where it trades at right now because it's  sitting below where I value the business.   [01:02:39:16 - 01:02:47:06] name and not space X competitor, I don't expect   the listing to knock it down much at all. [01:02:47:06 - 01:04:48:04]   The entire space economy, SpaceX, and every  company building around it, they all run on   one metal more than most people realize. Silver.  It's the best electrical conductor on Earth, which   is why it sits inside satellites, solar cells, and  the AI data centers that are powering all of it.   And that brings us today's sponsor, Kootenai  Silver with the ticker symbol KOOYF, one of   the few pure-place silver companies that are out  there. They own four silver deposits in Mexico,   sitting on 214 million ounces of silver equivalent  in the measured and indicated category, one of   the largest resources of any junior explorer.  Now, here's where Eric Sprott comes in. The   billionaire just landed on the cover of Forbes for  holding 98% of his net worth in gold and silver,   and he owns roughly 4% of Kootenai's shares.  He first bought for the first time in 2019,   and he added even more at about $4 Canadian, more  than double what today's price is. And he's still   holding it. That's real conviction. He sees silver  running to $150-$300, and Bank of America calls   for $135-$309 an ounce. Kootenai Silver raised  $18 million Canadian in February near $1.60,   and the stock trades roughly 35% below that today.  With 70,000 meters of drilling planned this year,   and they're fully funded. For reference, this  is one of the largest drilling programs of any   silver company that's out there. Analyst targets  from June 2025 sit near Canadian 270 and 280,   while silver is up over 100% since then.  Kootenai's shares are 50% below those targets,   and it's 35% its most recent financing, 50% below  the analyst targets, and it's more than 50% below   what a billionaire paid for it. While silver  itself just keeps climbing, that's the kind of   dislocation that investors are looking for, and  silver is critical for both AI and the space race   that's just now beginning. Please do your own due  diligence on Kootenai Silver, and check out the   link down in the description. [01:04:48:04 - 01:04:52:17]   names, the ones that could  stumble when space X lists.   [01:04:52:17 - 01:04:58:05] I'll start with Rocket Lab,   which is the closest thing that we  have to a public version of space X.   [01:04:58:05 - 01:05:01:16] Because they build and they launch   their own rockets with electron. [01:05:01:16 - 01:05:04:13]   And they have a bigger rocket  on the way called neutron.   [01:05:04:13 - 01:05:09:14] And more than half their business   now comes from building satellites  and space systems for other people.   [01:05:09:14 - 01:05:11:21] The growth here is pretty staggering because   [01:05:11:21 - 01:05:30:08] And the company just opened the door to selling   up to $3 billion of its own stock over time. [01:05:30:08 - 01:05:36:01]   So you have the company itself being  a major seller at the same time that   SpaceX is going to list. [01:05:36:01 - 01:05:39:04]   So the price that I'm watching for myself is  going to be well below where it is today.   [01:05:40:05 - 01:05:52:06] In fact, I'm looking more like   the low 90s, which is roughly a third  of where it is today. And given that it   competes directly with SpaceX, a move like that  is very much on the table once SpaceX lands.   [01:05:52:06 - 01:05:57:04] Next is AST Space Mobile, and this is   the boldest swing in the whole basket. [01:05:57:04 - 01:06:03:18]   Because they're building satellites that beam  normal cell signal straight down to the phone   that you already have in your pocket. [01:06:03:18 - 01:06:06:14]   So there's absolutely no special  hardware that's needed.   [01:06:06:14 - 01:06:11:02] FCC to clear them for 248 satellites.   [01:06:11:02 - 01:06:16:16] And they have working hardware   in orbit proving that you really can  reach an ordinary phone from space.   [01:06:16:16 - 01:06:19:12] But here's the reality that   you need to respect. Because [01:06:19:12 - 01:06:30:03]   So right now you're buying a vision  and not even a whole business.   [01:06:30:03 - 01:06:43:06] this is the stock with the   most exposure to the listing of anyone else here  because AST both competes directly with Starlink   for that same phone and it depends on SpaceX  to launch its satellites in the first place.   [01:06:43:06 - 01:06:51:15] like to get the chance to go in at around the   low 80s which I think is a lot closer to reality  given how tight it is to SpaceX on both sides.   [01:06:51:15 - 01:06:55:15] in my opinion I think that   pullback is very much in play. [01:06:55:15 - 01:07:00:21]   move on to red wire and this is one  that you've probably heard about from   several other YouTubers. [01:07:00:21 - 01:07:11:23]   Red wire builds the actual infrastructure that  goes on satellites and space stations. Solar   arrays, the avionics, the docking hardware  and they recently added a defense drone   business on top of all of that. [01:07:11:23 - 01:07:14:23]   on the surface the growth looks incredible [01:07:14:23 - 01:07:31:02]   a lot of that growth by printing new  shares which I'm not a big fan   [01:07:31:02 - 01:07:38:07] So yeah, red wire is firmly on   my list but the level that I'm watching  for is closer to around $13 or $14.   [01:07:39:07 - 01:07:44:11] names react when SpaceX comes on board.   [01:07:45:12 - 01:07:50:14] on to the next company which is   the most mispriced name in the entire  basket with Carmen Holdings...   [01:07:50:14 - 01:07:57:12] ...which makes the physical guts that go inside   missiles, rockets and solid rocket motor nozzles,  the payload fairings and the inner stages...   [01:07:58:13 - 01:08:02:14] ...with parts that end up in the Patriot,   the Stinger and also the Javelin. [01:08:02:14 - 01:08:05:10]   Now here was the data point  that really grabbed me.   [01:08:05:10 - 01:08:12:06] And it did something that almost   nobody else in this basket [01:08:12:06 - 01:08:22:17]   it's grown that profit every year since. More  than quadrupling it in just three years.   [01:08:22:17 - 01:08:32:01] And the kicker is the price.   Because Carmen trades up around the upper 50s  right now, which is barely half of what I think   the business is actually worth. [01:08:32:01 - 01:08:44:09]   The thing driving it is it's Pentagon missile  spending, not the SpaceX listing. Like the hype   isn't driving it. So this is truly a picks and  shovels name that I'm comfortable owning right   now, right here at the price that it's at. [01:08:44:09 - 01:08:49:21]   so when you take a step back, this whole basket  really comes down to a single question,   [01:08:49:21 - 01:08:59:00] which is whether a company actually   needs SpaceX to win or whether it wins, no  matter what SpaceX does in the first place.   Is it driven by hype or not? [01:08:59:00 - 01:09:03:15]   Casey and Carmen, they happen to be the  two that in my mind, they win either way   [01:09:03:15 - 01:09:12:07] because they already make real money.   And what drives them is satellites going up and  missiles getting built. It's not whether or not   you can finally buy SpaceX on the market. [01:09:12:07 - 01:09:16:09]   why they're the two that I'm the most  comfortable buying into right now.   [01:09:16:09 - 01:09:25:00] the rest of these names, the rocket labs and the   ASTs and the red wires, they're all real companies  too, but they're all in a very crowded space   [01:09:25:00 - 01:09:27:07] and they're still burning   through their cash like crazy. [01:09:27:07 - 01:09:33:12]   rotates into SpaceX, those are probably  going to be the ones that are going   to pull back the hardest. [01:09:33:12 - 01:09:39:00]   Now don't get me wrong. I still like  these businesses. At the end of the day,   I just want a better price, [01:09:39:00 - 01:09:43:09]   for on each one. [01:09:43:09 - 01:09:48:06]   way that I see it, the headlines over  the next several weeks, they're all   going to be about SpaceX. [01:09:48:06 - 01:09:56:01]   Who am I kidding? It's been there for a while,  but to me, the real opportunity is how the money   is going to be moving around [01:09:56:01 - 01:10:00:23]   That's going to be the companies that quietly  power the space race that just keep on winning.   [01:10:00:23 - 01:10:08:09] of course those crowded favorites,   they may finally hand us a better  entry than the rally has been giving   us for a very long time. [01:10:08:09 - 01:10:14:08]   Either way, I think that all of us can come  out way ahead, as long as we're buying the   business and not just the hype. [01:10:14:08 - 01:10:17:17]   As always, thank you so much for  watching and I'll see you next time.