Space Stocks: Coming Back Down To Earth! - 07/16/26
About this episode
The episode explores the recent decline in space stocks and evaluates investment opportunities in the sector and the DRAM market.
The hype has faded... Now comes the big question. After months of relentless selling, many space stocks have fallen sharply from their highs. The excitement surrounding commercial space, satellite communications, launch providers, and the blockbuster SpaceX IPO has cooled dramatically, leaving investors wondering: Is this the buying opportunity everyone's been waiting for... or is there still more downside ahead? In today's episode, we answer a viewer question by taking a deep dive into the space sector and separating the companies with real long-term potential from those that may have simply ridden the hype train too far. We'll discuss: Why space stocks have sold off so aggressively Whether valuations are finally becoming attractive How SpaceX's public debut has changed the competitive landscape Which factors could drive the sector's next major move How I would approach investing in the space economy today Because great industries don't always produce great investments... Price still matters. We'll also update the TraderMerlin trade sheet with a new position in the DRAM sector, discussing why memory chips have become one of the hottest areas of the semiconductor market. With AI…
People in this episode
Host: Merlin Rothfeld
Topics covered
- space stocks
- investing
- market analysis
- DRAM sector
- semiconductors
- SpaceX IPO
Keywords
- space stocks
- investment opportunity
- SpaceX
- DRAM
- semiconductors
- market trends
- valuation
Mentioned in this episode
Organizations: SpaceX, DRAM
More episodes of TraderMerlin
- Trading Week Wrap Up! - 07/17/26
- IBM: To Buy or Not To Buy? - 07/15/26
- Kevin Warsh: Setting The Stage - 07/14/26
- Trading Week Wrap Up - 07/10/26
- Trading Q&A! - 07/09/26
- Trading Gaps - 07/08/26
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