$RKLB entering the Nasdaq 100 gives me a bit goosebump.
I published my infamous thesis on
$RKLB in January 17, 2025 when
$RKLB was $24. Many investors followed me and it built my early followings. My article was republished in Korean community and attracted a decent following oversea too. I rarely write a love letter "thesis" for a stock I feel so passionate about. Rocket Lab was literally valued $3B for 2nd most successful rocket company in the US (only 2 companies are successful in the US - i don't count Boeing's record). It was a generational buy to be able to become an equity owner of that company. It would take 10 years just get it right through immense R&D and spending, and most of those companies go bankrupt - not Rocket Lab.
I started buying them since they were $7-$8 from Sept 2024. At one time, I owned more than 30,000 shares of
$RKLB, nearly $4m value today. I recently trimmed a large chunk coming up to SpaceX, and hold more than 2000
$RKLB shares.
For all of us who invested this long, I can say that we never expected the price move so fast, and it would make the Nasdaq 100 in only 2 short years. I'm still processing how surreal it is. Congrats everyone!
As promised, Here is the full thesis on Rocket Labs
$RKLB.
I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One.
Read & discuss on this thread.
Link:
hackmd.io/@deepvaluebagger/r…