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10 defense/space stocks, one snapshot. The valuation and drawdown gaps across this group is interesting. As at closing on Friday 24th July 2026
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> Every single space stock is down 60+% from highs MDA isnt. The only profitable company
MDA also sold more shares for an acquisition, which hurt them in the short term while also dumping with the "space" name sentiment.
Same with MDA in canada. Like 0 correlation and it drops 10% lol
MDA space is friday before open!!!
I like the etf HUMN, but it’s a smaller position for me compared to the task robotics like ROK, ATS, Teradyne, MDA Space (most people miss this as a robotics company). You can also go down the vision, motion road but then your port ends up being crowded. Just buy Nvidia and forget it, lol.
It don't matter. This pile of crap is causing my MDA space port to tank.
Im down 32% on MDA space lol