Rotational catalyst MDA

Investor summaryBullish

Author questions MDA's dip, citing a $3.7B backlog and 30% revenue growth, asking if others are buying the dip.

Bull points

Strong fundamentals with unchanged guidance, a $3.7B backlog, and 30% revenue growth.
Potential sector rotation into profitable space companies like MDA.

MDA价值 / 回购

Post body

$MDA Space

This dip makes no sense to me. Nothing changed in guidance, backlog still $3.7B, revenue still growing 30%.

Feels like sector rotation into SpaceX and MDA just gets ignored because it’s “boring profitable space”.

Anyone else buying this dip or am I early/dumb?

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