You know what separates a good trade from a generational opportunity?
It’s the moment you realize traditional valuation doesn’t apply.
You can look at a company like McDonald’s (MCD) and get a pretty clear picture of what its ceiling looks like. It’s a solid business but you can put a number on it.
That’s the comfortable world of forecasts, predictable margins and tidy valuation models.
Then there are the others — the ones where the ceiling is undefined and the story is still being written.
Some companies just don’t fit inside the normal metrics. These are the names where the sky is literally the limit and the upside can’t be boxed in.
That’s where the real opportunities tend to hide.
AST SpaceMobile and Rocket Lab: The Priceless Tech Plays
That’s the lens I’m using when I look at AST SpaceMobile (ASTS) and Rocket Lab (RKLB).
These names don’t behave like traditional growth stocks because they’re not traditional growth stocks. They’re building infrastructure for a future that doesn’t fully exist yet.
When a company operates in a space where the ceiling is undefined, the volatility follows — and volatility is where the premium lives. It’s what creates movement, opportunity and those windows traders wait for.
I’m building out a watchlist in this sector — ASTS, RKLB, Joby Aviation (JOBY) and Redwire (RDW). Each one brings something different to the table but they all share that same characteristic: potential that traditional valuation models cannot contain.
Another piece of this puzzle is how these stocks move when the market makers start responding to large orders.
When you see thousands of contracts hit in a single sweep, that’s what sets up the free ride.
Those are the moments when pricing gets pushed out of equilibrium and traders who are paying attention can step into that momentum.
The SpaceX Effect Is Coming
There’s another catalyst on the horizon that could reshape the entire sector — the long-awaited SpaceX IPO.
I’m bullish on space stocks all year, especially if that IPO hits the tape. If it does, it’s going to be one of the biggest themes of 2026.
The impact won’t be isolated to SpaceX.
A public listing will shine a massive spotlight on every company connected to the space economy, and names like ASTS and RKLB are positioned to feel that ripple immediately.
The day options list on SpaceX will be a great day for traders, but the important thing to recognize is that the trade isn’t in the future — it’s already here.
The companies building out the infrastructure, the communications layer, the launch systems and the next generation of mobility are already trading.
The market is still figuring out how to price them, and that mispricing is exactly where the opportunity lives.
These aren’t companies you evaluate with a simple Discounted Cash Flow (DCF) model or a Price-to-Earnings (P/E) ratio.
They trade on vision, execution and the belief that what they’re building will matter far more in the future than the market can fully appreciate today.
And that’s exactly why I’m watching them.
Trade well,
Jack Carter
Jack Carter Trading
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*This is for informational and educational purposes only. There is inherent risk in trading, so trade at your own risk.
PS. A New ‘Income Glitch’ Opportunity is Flashing As We Speak…
This market anomaly occurs on some of the biggest stocks in the market.
And the newest “income glitch” opportunity that just triggered…
