Joined December 2024
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It feels so freeing to be a $RKLB investor. Everyone should try it ;) When you realise how vertically integrated and self-reliant Rocket Lab is, you won't worry as much about external factors. And when the stock dips, you'll just be happy to buy more ;)
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Me in 2023 checking the $RKLB numbers again because $5 a share felt too good to be true
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I still think the stock market is one of the closest things we've built to a functioning socialist system. Wealth accumulation, open to almost everyone.
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$RKLB Rocket Lab heading to Venus is going to be epic! "Rocket Lab has been an incredible partner and they've done an absolutely fantastic job. And when we first teamed up a bunch of years ago, we were slated to go on the Electron. That is Rocket Lab's amazingly reliable, small capacity rocket. But for a variety of reasons, Rocket Lab has put us on the Neutron, their much higher capability rocket." — Professor Seager, Director for the MIT-led Venus Morning Star Missions to Venus For those who don't know, Rocket Lab is set to launch the first private mission to Venus, searching for evidence of organic compounds in the planet’s cloud layer, possible traces of life. The mission is being developed in collaboration with MIT and is privately funded.
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$RKLB has never been better positioned than it is right now imo: • Record backlog • Record cash for acquisitions • Best yearly Electron cadence ever • Closer than ever to Neutron's first launch • Included in the Nasdaq 100 And yet, still ~32% down from its all-time high, meaning ~47% upside to reclaim it.
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Interesting how much the launch site vibe has changed from spring last year to summer this year. Either way, I'm very excited. Let's go, Isar Aerospace! 🇩🇪🚀
We are targeting NET 15 June to launch Mission 'Onward and Upward' during the available launch window opening at 8:00 pm UTC (10:00 pm CEST), subject to weather, safety, and range infrastructure. Follow the launch live: youtube.com/live/Ss1DUqLjecc
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SpaceX is almost as big as Germany's 40 largest public companies. Combined. SpaceX: $2.1T Germany Top 40: $2.3T This says as much about Germany's corporate landscape as it does about SpaceX 💔🇩🇪
Good Morning from Germany, where the entire Dax – the 40 largest listed companies – is barely bigger than SpaceX, now valued at $2.1tn. One rocket company versus corporate Germany.
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$RKLB Rocket Lab is the best company at acquiring and integrating businesses imo. Here's how they do it: "I treat them actually like startups, so they have to come pitch to me for money. They're expected to grow a certain amount every year [...] But we very much run them fast and hard and like little startups, and that's worked out really well for us." — Sir Peter Beck, Rocket Lab CEO "We mandate that they basically pay for themselves and sell their solutions to the merchant market, which does a couple of things. It forces them to run the business from a true P&L ownership perspective. And it also puts that competitive dynamic where they're not just getting the inputs on the roadmap from what we need, but they're really getting it from the broader kind of customer set out there, which allows us to have the best thinking about what really is the next best great thing." — Adam Spice, Rocket Lab CFO And now they have more capital than ever to accelerate this even further. Exciting times ahead!
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$RKLB A 2024 quote from Sir Peter Beck about the valuation gap between SpaceX and Rocket Lab. Still holds true today, with Rocket Lab's market cap at just 2.8% of SpaceX's. "If you look at our competitors, one competitor is — as you know — the wealthiest person on the planet. But if you look at that company, its current valuation is somewhere between $250 billion and $350 billion. If you're looking for a space company that is looking like it's going to be an analog to that company, it really is us. So as we continue to execute, the gap between our two businesses continues to shrink more and more and more. We're currently valued at less than 5% of SpaceX, but give it a few more years." I'm not saying Rocket Lab should be valued purely by comparison, but I do agree with SPB that the gap will keep tightening as they execute. The market's expanding, Rocket Lab's hitting its milestones and all of that combined makes me incredibly bullish.
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Another highly accurate rocket infographic from LinkedIn. Why even include the images if they're this wrong?
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Me realising that future generations will wish they had been alive today for these crazy investment opportunities
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Worth remembering: $RKLB is currently cheaper than SpaceX on a Price-to-Sales basis.
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$RKLB Rocket Lab mentioned on Yahoo Finance: "There's not that many pure space ways to play the industry with the exception of Rocket Labs" More exposure for RKLB now that SpaceX is public. The mainstream is slowly waking up to a major opportunity. 🚨 TRIGGER WARNING: Rocket Labsssss... a lot.
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ValueOverPrice retweeted
$RKLB 🏭🌎🧠 Beyond optical terminals, Rocket Lab’s acquisition of Mynaric enables production of other Rocket Lab products in Europe - with European branding. This is strategically significant. Adam Spice @ Wells Fargo Industrials Conf 6/10/26👇 "Europe is a very protected market - they will only buy American when they have to buy American (...) - we now have a very modern capable factory with several hundred people over there pumping out optical terminals and there's an opportunity for us to produce other existing Rocket Lab products in that factory and be branded Europe (...) - we just look at any ways possible to grow the business as fast as possible" [h/t @JacobKeeton20 for highlighting the significance of this comment]
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All these recent announcements are why I hold $RKLB, even when it's considered "overvalued". Any day could bring news that completely changes RKLB's growth path. A multibillion dollar contract, their own constellation, a major acquisition... and boom, $200 in a few weeks.
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$RKLB Rocket Lab discussed on Schwab again: "We think Rocket Lab is going to ultimately benefit. And if you can buy it on a dip, I like buying it on a dip." "they just got added to the NASDAQ, which is pretty cool." A bit of an understatement imo, but I agree that RKLB is definitely going to benefit long term :)
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Love this little animation celebrating the SpaceX IPO when you like a post :)
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