I bought rocket labs in fairly large size around $18. Im looking to rotate out some profits into some under the radar space or robotics stocks. What are some interesting companies that are worth looking into?
Looking for small cap space and robotics stocks
byu/CommonScientist5098 instocks
Posted by CommonScientist5098
5 Comments
Rdw. only space company not insanely overvalued now
If you’re taking profits from RKLB , the smartest rotation is into adjacent pick and shovels names rather than another launch company. The cleanest fit is Redwire (RDW), for higher beta upside AST Space Mobile (ASTS) offers a unique telecom from space angle with potentially recurring revenue if the tech works, while NASDAQ LUNR is a speculative lunar mission play with big asymmetry but event risk.
On the robotics side, avoid flashy humanoid stories and focus on enablers like Ouster (OUST), which provides lidar sensors used across autonomous systems, or Serv Robotics (SERV) for real world delivery automation. A sensible rotation is mostly into RDW for stability, with smaller tactical positions in ASTS or OUST for growth optionally.
I’ve never seen someone mention Skywater (SKYT) on here.
https://www.skywatertechnology.com/rad-hard/
“I’ve described SkyWater Technologies as a specialist in custom chips and advanced semiconductor chip packaging. But after recently receiving state and Federal funding, CEO Thomas Sonderman has ambitions to grow. He wants the company to become a much larger foundry for radiation hardened (rad-hard) chips, and at the same time he wants to be a trusted foundry, part of a U.S. Department of Defense program that provides secure manufacturing capabilities for military and intelligence operations. With the growth in applications like unmanned aerial vehicles and commercial space launches that will need rad-hard electronics, he hopes to do what foundries like TSMC did for commercial chips: drive a separation of design from manufacturing and aggregate demand at his fab.” (https://www.forbes.com/sites/willyshih/2025/02/02/skywater-wants-to-be-a-trusted-foundry-for-radiation-hardened-chips/)
Gone up a lot already this year but something space-related for people to have on their shopping list when there’s a pullback.
Guys looked at MDA? It’s Canadian but seems solid and undervaluer. Torn between it and RDW.
$FEIM – has been running a lot but the usual small cap volatility could provide a good entry point. they make highly precise timing and sensoring components for satellites, spacecraft and airplanes. quantum sensors (yea, not a buzzword.), atomic clocks and stuff like that.
$RDW has been mentioned here a lot already.
$PL is probably worth a look too but i dont know much about them. price seems a bit high tho.
$FPLSF (OTC) canadian company that does rare metals, specialty semiconductors and space-solar-cells. their products power a lot of really prestigious space missions.
$MDA (TSX) canadian satellite manufacturer.