How Do You Price the “Bridge to Valhalla”?

Listen to the audio version of this article (generated by AI).

 

Last week, SpaceX ran up more than 28% since its IPO to become the fifth-most valuable company in the world. 

That was a shock to many in the financial media circles who expected SpaceX to mark the top of the market. But it didn’t surprise Andy and Landon Swan in the slightest. 

The Swan brothers head up TradeSmith’s MegaTrends service. There, they pioneer the use of social sentiment as a key signal in picking stocks.  

Their proprietary Social Heat Score tracks consumer attention across millions of social posts and search trends. 

And they were one of the few analysts at a recent company offsite to be loudly bullish on SpaceX and the space trade in general. 

Now that SpaceX is public – and they’ve booked a 143% gain on another space stock before a nearly 50% decline – their sights are set on the next big crop of opportunities.  

Watch the full interview here for their full take on SpaceX’s early trading valuation, the next megatrend on their radar, and two stocks from the MegaTrends watchlist you can add to your own. 

Andy and Landon Swan have been tracking consumer behavior at scale since before most investors knew that was a strategy. MegaTrends leverages the power of the Swans’ proprietary consumer insights to bring you the “mega” macro trends impacting consumer-facing stocks. 

Their tool — the Social Heat Score — monitors millions of social media posts, search trends, and web traffic patterns every day, then distills all of it into a single number for each stock. When a score climbs, it means real people are paying more and more attention to a company. That signal has a way of showing up before Wall Street does. 

Redwire (RDW) is the most recent proof. The Swans spotted it early, bought in, and booked a 143% gain in a matter of months. Their subscribers got the full story — the entry, the exit… and now, potentially, the re-entry. 

MegaTrends is all about Main Street consumer demand before the Wall Street crowd figures it out. That’s why hedge funds are paying up to $750,000 a year for their research.  

And it’s about to become even more powerful. 

This coming week, we’ll share the first details of how they’re combining forces with a forensic researcher whose work is used by some of the largest institutional investors in the world.  

According to what they’ve found together, we’re entering a rare window where certain smaller companies are set to benefit from the AI megatrend like none other. 

Stay tuned here to TradeSmith Daily for all the details later this week. 

To building wealth beyond measure, 

Michael Salvatore 

Editor, TradeSmith Daily