Here is how Innovative Solutions and Support, Inc. (ISSC) and Karman Holdings Inc. (KRMN) have performed compared to their sector so far this year.
Source: https://www.zacks.com/stock/news/2877515/is-innovative-solut…
SpaceX is rumored to go public at a huge valuation of over $1 trillion. Rocket Lab is a smaller competitor that could offer more upside, along with Planet Labs.
The Strait of Hormuz disruption could keep oil prices elevated longer than a typical supply shock due to shipping/insurance constraints, limited SPR flexibility, and already-tightening fundamentals. ExxonMobil and Devon Energy could translate higher oil into outsized free cash flow, including Exxon’s advantaged production and LNG ramp and Devon’s Coterra merger synergies plus a potential dividend step-up.
Axsome Therapeutics has an exciting late-stage pipeline. Madrigal Pharmaceuticals is looking to dominate a large market with significant unmet needs.
