RKLB

TateEight

Up about 20% YTD, basically full port ASTS and RKLB

Clyde3221

From Claude: **Bottom line:** The core "sympathy play" thesis has a kernel of logic — space stocks may get a bid into the SpaceX IPO. But the specific trade is riddled with factual errors (IPO price, flight test timeline), misleading comparisons (MARA/Coinbase, CVNA), and ignores critical risks: massive dilution (shares outstanding nearly doubled in one year), $90M/quarter cash burn with only \~$145M remaining, a history of broken timelines, and analyst consensus at "Reduce" with a mean target around $3.26. The 400-bagger framing is lottery-ticket math dressed up as DD. If you wanted to play the SpaceX sympathy angle, RKLB or the UFO ETF are probably cleaner vehicles. SPCE as a 400x target is peak WSB hopium.

Clyde3221

RKLB has a higher correlation to 'space moves' so it would be a better candidate for this kind of play.

Ok_Asparagus_6704

I prefer to bet on RKLB LUNR easy money less risk then Virgin

No_Passenger_96

I feel like PL gets a bigger % boost than RKLB or LUNR

crazyfool319

Yea I think Thursday was the day the SpaceX run-up started on all Space stocks. Options for everything was going crazy even $RKLB, $LUNR, etc

NineSidedBox

Continue buying back what I sold early last month; VXUS, VOO and some JEPQ. If RKLB and ASTS dip again, buy again and sell for 10-15% profit a week later, again.

fraggin601

Your an idiot virgin galactic is dogshit, RKLB is the play for this assuming we don’t have an oil induced economic recession.

GNeville98

Because LUNR is actually affected by Artemis' success. LUNR's CLPS services and LTV are directly connected to the future of the Artemis program - therefore a successful launch resulted in a big spike, as a successful launch means the program is continuing on schedule. All the companies that OP cited are deeply diversified space companies, offering either launch or infrastructural services that will play a pivotal role in national defence or NASA's Moon and Mars programs. OP is using that as DD to justify a huge run up for a space tourism company that offers nothing more than some taster flights for the ultra rich. There is nothing that it offers that could make it remotely comparable to RKLB or LUNR - two companies that will play a huge role in the space economy of the future. This might honestly be the worst DD I've ever read. He'll probably make some money from it lmao

Deadelevators

I’ve sold everything except my 4 main holdings: NBIS, RKLB, ONDS. They are all high beta, yes, but I’m planning on holding these long term. Selling these now would have huge short term cap gains tax.

Ant0n61

oh this is definitely working out. LUNR moved for Artemis. Thinking ASTS also moves for SpaceX along with RKLB and LUNR

DarkHoodedOwl

I mean just price out calls for RKLB in July lol

NoInterraction

People shit on Chamath and rightly so, because almost everything he touched went to shit. But then people don't mention the few success stories: RKLB was a Chamath SPAC too, wasn't it?

nashyall

Not a bad thesis and I’ll definitely put this on my watchlist. I’m curious though, do you think TSLA is a proxy today for SpaceX and if so do you see it selling off considerably as investors take their money and go to SpaceX? Also I believe RKLB will continue to pullback as it’s still over priced but I think it will definitely benefit from the IPO as investors find SpaceX way too overvalued or take profits on SpaceX and buy RKLB.

nashyall

Not a bad thesis and I’ll definitely put this on my watchlist. I’m curious though, do you think TSLA is a proxy today for SpaceX and if so do you see it selling off considerably as investors take their money and go to SpaceX? Also I believe RKLB will continue to pullback as it’s still over priced but I think it will definitely benefit from the IPO as investors find SpaceX way too overvalued or take profits on SpaceX and buy RKLB.

Cerulean28

Yeahh me thinks I'll just stick to ASTS and RKLB

Cerulean28

Yeahh me thinks I'll just stick to ASTS and RKLB

crazyfool319

I have RKLB as well but this one is the best % return possible I see

Independent-Chef-169

Just do $RKLB bro😭 $SPCE is literally a joke of a company. If your trade thesis doesn’t work out you can always hold $RKLB long term as its a real company with the best ceo on the world

Overall_Option_8883

I'm long RKLB ASTS LUNR that's enough for me 

crazyfool319

I agree about $RKLB and I have some positions in that as well. TLDR; all space stocks are good riding the SpaceX IPO hype train

headspreader

I think that RKLB is going to fucking melt faces. They are positioned as a vertically integrated space company, from sensor and hardware manufacturing to launch and maintenance. SpaceX IPO will drive a rerating, and space sector will see rotation as comms and defense tech realize the operational value of systems platforms which can't be destroyed with a 10k drone setup. They just got CHIPS funding because they are one of the only domestic suppliers of triple-junction compound semiconductors, which are rad-hardened super efficient semis needed for space deployment of solar arrays. Also scaling their production of electro-optical sensors. I feel like there is an obvious move towards becoming a defense 'neo-prime', as the acceleration and novelty of defense architecture plans require a move away from slow-moving legacy defense primes and their decade long development cycles to more agile companies who can do what they are asked quickly.

FlatPlutoer

I actually believe in you. If you can wait for a market that feels like it did when you won, you might be able to exceed your starting amounts. If you go beyond that, to 500k after taxes for example, just remember that it is actually generational wealth and also that you are in fact mega fucking retarded. So after that, start over with 5k. If you lose that 5k, wait until you replace it with income + dividends and then try again with the next 5k. It always feels like there will never be another PLTR or RKLB or ASTS (or TSLA or NVDA if you are Pepperidge farm) but there will at least be mini versions of those always, and I know you can find them or do whatever it was you were doing before. Not many people here can obtain and throw away millions of dollars, much less do it twice like you did

Kaprilicious994

Bought RKLB at 1,000 shares for 3.7$

Automatic_Volume_908

Made 15k euros on RKLB from. Bought 30k at 49 and sold around 80.

WatchinToMuchTV

So this is basically telling us to buy ASTS and RKLB

IslandSuper2973

To be honest RKLB has changed my life, I started buying in Q4 2024 when it was $7 I’ve amassed nearly 9000 shares at an average of $28, I’ve bought 3 properties with just the profits alone. There’s definitely still room for it to run once Neutron gets going plus there’s been a lot strategic acquisitions which should give them multiple sources of revenue in the near future. Anything below 65-70 is still a great buy.

Coloradodreaming1

RKLB was close to $100 and has been going between 60-80 for a bit so $58 seems like a good buy in.

Dev_Im

Another piece of advice. Don't listen to the people that recommend you just a stock or ticker name. If they can't at least explain why you should buy it, it isn't worth it. For example, I see a lot of people recommending RKLB. But why? It is already pricing perfection. If their neutron tech or a launch fails, the stock will fall hard. RKLB was an interesting buy a year ago. Maybe this year it can go up if the IPO of SpaceX remains attractive for the sector and the results are good. But I don't expect an x5 for this company unless they deliver perfection each new year.

TFourth

Got lucky enough to have stumbled upon RKLB, ASTS, PL here on reddit when all were in the $2-4 range. Not life changing money, but car changing worthy

H_o

Started during COVID with shell call options, then went long on PLTR, and now long RKLB... Been a hell of a ride so far

thenorthernwhiteboy

That’s from dilution of shares. SOXS was never 4,000,000$ a share either. Been is SLS for 4 years and am continuing to buy anything under 4$. Was in RKLB at 4$ and will be holding SLS either until dies or is 10$/share. When they hit the last death this will be my ticket to an M.

JulSGP

$RKLB SMALL CAP stock. LOL to the max It doesnt even fit the theme of PENNY stocks?!?

butthead4206969

Well I bought ASTS when it was about $3 and sold when it was around $30. If I’d held I’d have life changing money. Was also into IONQ and RKLB back then too and same story. Oh well.

Penwins

Second this. Basically my portfolio except ASTS vs RKLB. ASTS probably more risk but arguably higher upside. I’d also consider VGT. Tech concentrated ETF, so a little riskier but higher returns that’s still somewhat diversified.

Inevitable-Bit-9532

Just put $100k into VOO or a World ETF. $30k into MSFT, GOOG, or whichever large-cap stock you prefer right now. You can pick a couple of speculative plays with $20k—personally, I’d go with NIBIS and RKLB. Don’t overextend yourself in speculative high-beta stocks; you’ll end up panic-selling everything at the first correction

IslandSuper2973

I picked up ASTS at 72, GOOG at 279, NVDA at 166, RKLB at 58, NBIS at 91, if it drops further i will continue to DCA. Strategy doesnt change regardless of the noise.

Extreme_Trouble7407

Looking at revenue and backlog is braindead? Sure. RKLB has a good growth trajectory. Still doesn't justify 38x revenue -200M net income. It's performed well on hype and meme stock trends, but doesn't have underlying numbers to support the price tag for when that hype fades.

alreadysharpened

RKLB is the best one

crypto_milllionare

based on this valuation i will be buying more RKLB on monday

Mr_meowmers00

Don't get me wrong, I'm happy for you but i feel like I'm going crazy seeing these valuations. 57x revenue for RKLB with no profitability, PL at 39x sales with no profitability, LUNR at 24x sales with a revenue decrease in 2025 and no profitability. The only one that sort of makes sense to me is MDA given that they actually make some money with solid revenue growth. Of course, MDA somehow always pumps the least 😂 I can't wrap my head around how these companies keep going straight up

Medical-Shoulder-337

Yet regards think RKLB having a $50B market cap is a buying opportunity https://preview.redd.it/8vap95pnxusg1.jpeg?width=1600&format=pjpg&auto=webp&s=261be53da89e7ae62d2d649d26b6971c5c282ad0

Extreme_Trouble7407

RKLB with their big 600M revenue and 38B market cap lol

anon0937

ASTS BKSY FLY LUNR MAXQ PL RDW RKLB SPIR YSS Those are my current holdings in my space portfolio

rjbarn

Same. I thought I was overly invested in RKLB and SATS, then the past few week hit and I couldn't help but buy even more. The past 2 days have been crazy good

HuckleberryNo4617

My IRA consists of 1,200 shares of $RKLB, and $HOOD

INemzis

Does this help my RKLB? They’re only $38B 🤔

pineapplekiwipen

i am getting MSFT energy from RKLB

ten7four

RKLB being red today might be the biggest fucking manipulation I've ever seen. Greedy fucking pigs deserve jail time for this level of corruption.

catpicsforfree

ASTS RKLB MDA RDDT RBRK COHR LITE AAOI Pretty happy (lucky) so far with how I timed things around recent happenings, all positions in the green currently.

sh1nchan

What will happen to RKLB? I'm holding a lot, time to dump?

Skeezerman

why are we not spamming space tickers right now? to the moon? ASTS RKLB LUNR lets go and pump it today just to lose it tomorrow.

Ecomonist

"Hey!" says $RKLB

ten7four

End of year targets per my model: ASTS 215 RKLB 160 LUNR 90 PL 120

zangor

The market really shot itself full of horse amphetamines and started dipping, ducking, and diving like its main goal in life is to shake people out. Especially on ASTS and RKLB.

PropheticMurmurs

RKLB going to 70 today, don't miss the train.

what_could_gowrong

SpaceX is a buy for me. Seeing the tech myself (aerospace engineer specializing in propulsion and space systems) I think it justifies that price tag. It's the monopoly of space access. Space's greatest value is space itself. You can fit an effectively infinite amount of stuff there, occupying as much area and volume as you want and have unlimited, uninterrupted solar exposure and radiator heat dissipation. The key choking point to large scale space development (orbital manufacturing plant for better silicon wafer, constellation-datacenter that is a decentralized network of GPUs) is launch cost which starship is working on to solve. Starship is already a proven tech by the most recent IFT launches. They are only a few m/s of delta-v short from a circular orbit as for safety they don't want to put an experimental vehicle in orbit, in case it lost control and can't deorbit itself. But the only thing missing is to run the ship engine a few more seconds to circularize the orbit. spaceX's execution risk is much smaller than smaller space names like RKLB and FLY. When you see China doing everything they can to follow SpaceX's step with reusable launch vehicle design, you know SpaceX is on the right path. I call it the Chinese indicator. If China tries to copy a company's work, that's a high value company, just like TSMC's chip and Lockheed's fighter jets. Also, I don't like Elon either. But I'm here to make money, not to pick a political or ethical side. If price goes up, I buy. I'm not even an American and I don't have a say in US politics anyways.

Specialist_Exam_8433

Methinks the rug is coming for space stocks after SpaceX IPO. Nuclear and quantum stocks have cratered which everyone knows were scams anyways. Space stocks aren't scams but having say a 40 billion valuation for RKLB with 150 million quarterly revenue is crazy.

Nendilo

RKLB seems like more of a sure thing, I hold a lot. I also bought into SATL a while back around $3. I think it could run to $20 in the next couple years as the space economy continues to grow. And the US continues to start wars...

timtimr23

Wow space sector ASTS RKLB PL LUNR

theunderstandingman

Huge RKLB guy , sold calls this week FUCK ME

Substantial-Use-2867

Meanwhile RKLB up 10% from its open because a rocket they didn't build flew.

PogRoss

RKLB and ASTS holding up my entire port

_chardonnaypapi_

RKLB went insane this morning, should of listened to that guy yesterday with a 70 options play 🤧🚀😤

NotEasyOne_Regard

I bought and buy only RKLB. I don’t want to touch any of Musk’s meme stock.

DatOneBull

I wouldn't buy either but I'd buy RKLB before SpaceX. There's much more room for growth.

NotEasyOne_Regard

Some are excited because RKLB may also see a growth in price.

awetfartruinedmylife

quick $86 on RKLB. what a couple of bucks do to a poor mf

facaila888

After SpaceX goes public in the future, RKLB will definitely rise

Thunder_Thighs

If I’m only long in stocks, I should just hold them and ignore the current events, right? Obviously it sucks to see everything red, but it will rebound eventually. Positions: GOOG VTI VXUS RKLB ASTS

Lost_in_Torontoh

Is this bad for RKLB?

Leachy06

And it’s basically all been priced in. I’ll be selling 50% of my RKLB at $105 and the rest at $150

Starkfault

>spacex ipo officially announced >moon launch ATH is in for space stocks. Sell the news like never before, RKLB + ASTS both to $4

KalozKapitany

I have mostly LUNR and some RKLB/ASTS.

Embarrassed-Sky6890

When RKLB hits $2 tomorrow I might actually buy it

Embarrassed-Sky6890

Please let RKLB crash even more I need steak with a fat booty btch as my date

Specialist_Exam_8433

Does anyone else exclusively trade high beta meme stocks? I basically only long/short CRWV, APLD, RKLB, ASTS, BE because their swings are way more violent than that of Bag 7.

Specialist_Exam_8433

RKLB I understand but why ASTS

irobinbhatia

RKLB and ASTS are fake ghey companies and bag holders will be created soon. Thanks for attention on this matter.

CommanderThorn217

$LUNR- they’re a strong play to be the (or at least a) lunar communication provider which will be vital for lunar infrastructure. NASA recently announced a $30 Billion investment in the moon to build a moon base and that’s just the private sector. CLPS could also bring a big influx of new government contracts with the recent announcement of CLPS 2.0. Trades at significantly lower multiples than RKLB and ASTS due to past execution failures (Landers tipping) but are undervalued at this point and could easily be a $50 stock in the next few years. (I do have about $12,000 invested in the company as a disclaimer.)

Frequent-Basket7135

I love everyone is mentioning stocks like RKLB, I’ve waited 5 years for this. I even told people 5 years ago but nobody believes till a belief comes true, but by then you’ve missed out on a lot of gains. 

Serenaded

This is coming from someone who bought RKLB at 3.98 while everyone said it was still too early. I'm seeing the same pattern emerging from quantum computing now. RGTI/IONQ are going to pump far sooner than people think (which seems to be a minimum of 10 years right now). Go read the news article from last week, "Google Warns That Quantum Armageddon Is Drawing Closer"

NTP2001

RKLB is most definitely not primarily launch. Don’t give advice when you don’t know what you’re talking about

GriffinPoop

ASTS is way behind schedule and has some undisclosed delays for this year, I’d pick them up at a discount in 2-3 months. RKLB is rolling out Neutron but that is priced into the stock. Overall ASTS has a bigger TAM but the hole in their business plan is not having their own launch provider like Blue or SpaceX, meaning they get shafted on priority

GriffinPoop

No no, I meant for SpaceX. RKLB, good investment

albearcub

Yes I guess I'm asking about the return or just the case for why RKLB is a better stock to own. It's similar to a question like TSMC vs ASML or TSMC vs NVDA etc which are separate but still in the semiconductor sector.

likeableusername

Sure that happens, but I was checking out similar threads from 4-5 years ago and it's remarkable how many people called ASTS and RKLB (and PNG for Canada).

Reddit0sername

RKLB

Mr_meowmers00

I like RKLB as a company and have been in and out a few times, but do you not think the current valuation is extremely stretched? I mean, it's trading at 57x sales right now and they aren't profitable. I agree that space is exciting and there's a lot of potential for growth in the sector, but a lot of these companies are already priced for 10+ years worth of growth. I don't know how they continue to climb from here.

browniescout

I hold RKLB and love it. FLY has done really recently too! I also hold some LUNR. I just wish I had more cash to invest.

albearcub

What's the case for RKLB over ASTS? I've been very tempted to build a RKLB position but not sure if I can justify owning so much in space stocks.

xxxjwxxx

I never thought of this. If SpaceX ipo’s, all kinds of focus on this area. RKLB goes up, no?

buried_lede

RKLB has had a huge run, obviously, but if the neutron rocket, still in development, is successful, the stock will probably take off again.

PtDafool_

RKLB- neutron catalyst. Space x ipo. It’s the final frontier man.

Comfortable-Rule-491

A similar post was made here about 4 years ago. A lot of people recommended ASTS and RKLB back then. Both have since delivered over 1500% returns. That’s why I’m asking again and trying to find the next set of stocks with that kind of potential.

PropheticMurmurs

Listen very carefully. Whatever $RKLB opens at tomorrow, buy calls 2 points OTM 1DTE right away at open. It'll be a 5 bagger before the end of the day. You're welcome.

PropheticMurmurs

Oh look, RKLB is already mooning. Told you to buy $68 calls 1DTE today. Gonna be a nice 5 bagger tomorrow.

Level_Counter3062

See RKLB? See why you are shit?

Celticsmoneyline

rockets are awesome, invest in RKLB

Civil_Building_9650

I would say Load up on RKLB calls but the markers closed so i guess i dont really have advice for yall rn 0 for 5 on advice in this sub btw