"Tech stocks have delivered stellar returns over the past two and a half years, and gains that seemed outlandish back then have materialized and then some. Many believe this momentum may continue for years if Wall Street remains undeterred by concerns of an "AI bubble," just like how investors didn't bother with the Fed's "irrational exuberance" warning in 1996. And many who didn't listen to that warning ended up winning big in the end."
"Redwire (RDW) is a space company that sells space infrastructure components. This industry has been growing rapidly in recent years and has accelerated significantly in 2025, with the military increasingly becoming interested in augmenting its capabilities in orbit. There were just 102 orbital launches per year, and this figure soared to 259 launches in 2024. So far in 2025, there have been 215 orbital launches."
Tech stocks have delivered stellar returns over the past two and a half years, with some gains that once seemed outlandish materializing. Momentum could continue if Wall Street overlooks concerns of an "AI bubble," mirroring investor reactions to the Fed's "irrational exuberance" warning in 1996. AI-driven efficiency gains have the potential to boost the economy similarly to the internet by creating new avenues. Analysts are issuing ambitious price targets, some implying over 200% upside, though price targets are uncertain. Redwire (RDW) is highlighted as a space infrastructure company benefiting from a surge in orbital launches and defense interest, with the space sector projected to reach $1.8 trillion by 2035.
Read at 24/7 Wall St.
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