FEIM as an undervalued space infrastructure play

Conviction: 55% · Horizon: 1Y · 2026-05-22

SpaceX IPO expectations could lift demand for undervalued public space suppliers

Publicly traded companies exposed to satellite, timing, and aerospace infrastructure may benefit as investor attention shifts toward the commercial space supply chain ahead of a potential SpaceX IPO.

Instrument	Side	Target	Reason
FEIM	Long		FEIM offers small-cap exposure to specialized aerospace and satellite infrastructure, and renewed interest in the space economy could drive multiple expansion if investors seek cheaper listed alternatives to high-profile private space assets.

Themes

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CTGO HL Silver miners with asymmetric upside 2026-05-23

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RGTI ASTS NVTS RDW BB ENPH FCEL Speculative technology momentum is accelerating across small-cap growth stocks 2026-05-22

SREMF Scandium Junior Miner Momentum 2026-05-22

VSH VSH Supported by Major Earnings Estimate Upgrades 2026-05-22

SGML SGML Benefits From Strong Earnings Revision Momentum 2026-05-22

ASIC ASIC Backed by Improving Insurance Earnings Outlook 2026-05-22

HCSG HCSG Gains Support From Higher Profit Estimates 2026-05-22

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VLO DK PBI Growth Stocks With Rising Earnings Expectations 2026-05-21

Green Plains Profit Expectations Rebound Sharply 2026-05-21

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ADC DRS AMRZ CVBF ELAN Insider buying highlights selective undervaluation in U.S. equities 2026-05-20

QQQ Higher-for-longer yields pressure risk assets 2026-05-20

RKLB Rocket Lab Valuation Risk 2026-05-20

LITE UCTT AMAT Photonics and Semiconductor Momentum Picks 2026-05-20

KFS ACP.WA PRM Small, Cheap Companies Can Compound Into Multibaggers 2026-05-20

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Growth Stocks With Rising Earnings Estimates 2026-05-20

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Value Stocks With Rising Earnings Estimates 2026-05-19

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