Rocket Lab vs. ASTS vs. Redwire: The SpaceX Filter Reveals the Best Stock

SpaceX dominates the space economy, but that may be exactly why investors should be paying closer attention to Rocket Lab, AST SpaceMobile, and Redwire. In this video, I break down the “SpaceX Filter” and look at which space stock could benefit most if governments, telecom operators, and defense agencies decide they need strong second-source providers instead of relying on one dominant player. I compare Rocket Lab, ASTS, and Redwire across launch diversification, direct-to-device communications, infrastructure, valuation, execution risk, and long-term upside. Rocket Lab has the strongest momentum, AST SpaceMobile may have the biggest upside, and Redwire could be the most overlooked valuation story. The real investor dilemma is not whether SpaceX wins. It is which company becomes too strategically important to ignore. Key takeaways: ✅ Why SpaceX dominance may create second-source winners ✅ How Rocket Lab fits national-security launch demand ✅ Why ASTS could protect telecom customer control ✅ Why Redwire may be the overlooked infrastructure play Skip ahead: 00:00 - Intro 01:39 - Company Profile 03:53 - Stock Performance 04:51 - The SpaceX Filter 12:27 - Valuations 14:21 - Verdict #RocketLab #RKLB #ASTSpaceMobile #ASTS #Redwire #RDW #SpaceX #SpaceStocks #SpaceEconomy #Investing #Stocks #StockMarket #GrowthStocks #DefenseStocks #SatelliteStocks #AerospaceStocks #DirectToDevice #TelecomStocks #NationalSecuritySpace #LongTermInvesting #RickOrford 🚀 Grab Your 10 Stock Picks From Stock Advisor: https://fool.com/ricko 💬 Skool Community (Formerly Discord): https://rickorford.com/join 🌐 Website: https://rickorford.com 📈 Try Barchart's Free Stock Screener: https://rickorford.com/barchart-stocks 🔔 Don’t forget to like, subscribe, and turn on notifications for more exclusive content! About Rick: Rick Orford is a Wall Street Journal best-selling author, serial entrepreneur, and financial expert who achieved financial independence at age 35. Following the sale of two tech startups, Rick was elected to the board of directors for a financial institution managing $200M+. With 25 years of experience in stocks and options, he authored The Financially Independent Millennial to mentor the next generation of investors. A frequent contributor to Seeking Alpha, Barchart, and The Motley Fool, Rick’s insights have been featured by the most prominent outlets, including Good Morning America. When not thinking about finance, he balances his time between financial coaching, travel, and culinary pursuits. LinkedIn:   / rickorford   MuckRack: https://muckrack.com/rickorford/| Motley Fool: https://www.fool.com/author/20648/ Seeking Alpha: https://seekingalpha.com/author/rick-... Barchart: https://www.barchart.com/news/authors... Substack: https://rickorford.substack.com Simply Wall St.: https://simplywall.st/community/users... DISCLAIMER: Stock prices used were the market prices of June 19, 2026. The video was published on June 28, 2026. A portion of this video is sponsored by The Motley Fool. Visit https://fool.com/ricko to get access to my special offer. The Motley Fool Stock Advisor returns are 981% as of 12/10/2025 and measured against the S&P 500 returns of 194% as of 12/10/2025. Dividend Aristocrats® is a registered trademark of Standard & Poor's Financial Services LLC. Past performance is not an indicator of future results. All investing involves a risk of loss. Individual investment results may vary, not all Motley Fool Stock Advisor picks have performed as well. On the date of publication, Rick Orford did not have (either directly or indirectly) positions in any of the securities mentioned in this video. This video is for educational purposes only and not financial advice. Always do your own research and consult with a financial advisor before making any investment decisions. All information and data on this YouTube Channel is solely for entertainment purposes. I'm not a financial advisor, nor licensed in any way to provide any financial advice. The information herein is based solely on my personal opinion and experience. All investments hold inherent risk, and the information provided on this YouTube Channel should not be interpreted as any kind of guidance, recommendation, offer, advice, or suggestion. Any ideas and strategies discussed on this channel should not be implemented without first considering your financial and personal circumstances or without consulting a financial professional.