Thanks for sending in questions and feedback!

Every Saturday I respond to reader emails in the AskDavis@paradigmpressgroup.com inbox.

Here are my responses to this week’s emails:

Several months ago I purchased a small position in Redwire (RDW). I was pleased with RDW for a while, but it’s not been great for quite a while now. I’ve lost 20% on my investment (although the last few weeks are looking up a little). I’d like to know what you might do. If this were your portfolio, would you keep 100 shares of RDW if you had it? Would you consider replacing it with Credo (CRDO)? Would you consider buying CRDO in addition to RDW? None of the above? – Mark

Thanks for the question! I like both Redwire and Credo.

They operate in completely different industries. Redwire supplies critical components to the space industry, while Credo provides the high-speed connectivity products used inside AI data centers.

The main difference is time horizon. The AI data center buildout is already happening at a massive scale, while the space economy will take longer to develop. So I view RDW as the longer-term play of the two.

I don’t own either of these stocks. But I should. And I’d like to own BOTH.

When you say you sold Uber for cash, do you mean "dry powder"? If not, do you put the cash towards your $1 million goal? – Wanda

Hi Wanda, yes I sold Uber for cash and that cash counts towards my $1 million goal.

That cash is the same as “dry powder” because it’s sitting in my account waiting to be deployed into the next opportunity.

Can this journey be followed with just a couple thousand dollars? – Sandra

Yes! You can start with any amount you are comfortable with. And with most brokerages offering fractional share ownership, buying proportional dollar amounts should be simple.

I didn't see anything on the web about the unsuccessful ASTS satellite deployment via Blue Origin. Where could I go to learn more about this? – Rick

Hi, Rick. Blue Origin’s unsuccessful deployment of ASTS satellites happened back in May. I previously wrote about it here.

In regard to finding news on the stocks I frequently talk about, just keep reading The Million Mission as I address all of the important market-moving updates.

And if you’re a member of James Altucher’s Investment Network, James and Ray Blanco have covered the ASTS trade pretty in depth over the last few years.

In fact, Ray first recommended the stock back in 2021, so he’s a great source of knowledge.

I bought ASTS several months ago and it has done nothing except lose. Do I have the wrong ASTS? – Marilyn

Marilyn, I’m sorry for your losses here. But this is a stock uniquely positioned to benefit from both the telecommunication and space economy.

The company has certainly had setbacks. But I own the stock myself and I’m sticking with it.

Did you sell Northern Dynasty (NAK)? – Kenneth

Yes! I sold NAK a few months ago. While it’s certainly a tradable stock, my contacts say the Pebble Project will never be completed.

In fact, the exact words used were: “They [NAK] are victims of targeting by the environmental and fundraising lobby. It will never get built in our universe.”

Everybody has a different opinion on this. And of course, this is only one source.

But I trust the man who told me this.

Where Can I Read Previous Emails?

I constantly get questions regarding where to find previous alerts. Well, The Million Mission website is live and you can check out archived alerts here.

Portfolio Overview

Here’s what I’m currently holding in The Million Mission portfolio:

Fannie Mae (FNMA) – 3,500 shares @ $6.86/share

Nvidia (NVDA) – 200 shares @ $179/share

Micron (MU) – 50 shares @ $935/share