See More StocksHome

RKLB

Rocket Lab USA Inc.

Show Trading View Graph

Mentions (24Hr)

40

233.33% Today

Reddit Posts

Seeking advice on rebalancing my individual stocks

Hive Investment Thesis…

r/pennystocksSee Post

thanks for showing SLS, and how to use Reddit to find the next take-off

I Just Full Ported RKLB.

r/stocksSee Post

Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?

r/wallstreetbetsSee Post

NASA Selects Rocket Lab to Launch Sun, Earth Sciences Missions

r/wallstreetbetsSee Post

RKLB pivoting to anal probing business model

r/wallstreetbetsSee Post

RKLB 🚀🚀 DD (NOT ELON's SPACE COMPANY)

r/stocksSee Post

So did we stop caring about Space now?

r/wallstreetbetsSee Post

climbed the mountain just to fall straight down.

r/stocksSee Post

Would you rather buy NBIS, RKLB, SIMO, or KEEL?

r/wallstreetbetsSee Post

Why is the market completely ignoring $MDA SPACE ($5.5 BILLION MARKET CAP $43 B back log)

r/wallstreetbetsSee Post

One year of diamond hands NBIS

Starting portfolio with 100k

How does Federal spending stack up on some of Reddit’s favorite space tickers?

r/wallstreetbetsSee Post

Will SPCX keep pumping and trashing other space stocks?

r/stocksSee Post

Ideas to capitalize on the next big IPO’s?

r/smallstreetbetsSee Post

Thoughts on covered calls this week?

r/wallstreetbetsSee Post

Intuitive Machines (LUNR) is the most undervalued play in space.

r/stocksSee Post

Rocket Lab just put up its best quarter ever and the stock is down ~25% from its June high. What am I missing?

r/wallstreetbetsSee Post

Space sector broken or rotational?

r/optionsSee Post

SpaceX is gonna rocket then drop to pennies but we have an opportunity here

r/wallstreetbetsSee Post

SpaceX is gonna pump then get dumped but we have an opportunity

r/wallstreetbetsSee Post

SpaceX is gonna rip and options is the best way to play

r/wallstreetbetsSee Post

Space(notX) is the biggest loser today

r/stocksSee Post

RocketLab to Join Nasdaq 100 to Join Nasdaq

r/investingSee Post

How can this be different than the dot com bubble

r/wallstreetbetsSee Post

Fellow RKLB ape here

r/smallstreetbetsSee Post

Thoughts on covered calls next week?

r/stocksSee Post

Nasdaq-100 Index Quarterly Changes - Added: Astera Labs, Inc., CoreWeave, Inc., Nebius Group N.V., Rocket Lab Corporation, Teradyne, Inc.

The AI/Compute rotation is real: Nasdaq 100 adds ALAB, CRWV, NBIS, RKLB, TER.

r/StockMarketSee Post

NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance

r/wallstreetbetsSee Post

NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance

r/wallstreetbetsSee Post

NBIS to join NASDAQ 100

r/wallstreetbetsSee Post

SpaceX: People are getting this IPO wrong

r/wallstreetbetsSee Post

$35,000 gain in a month from trading the SpaceX IPO runup

r/smallstreetbetsSee Post

5 moonshots I'm willing to hold through a 50% drawdown

r/smallstreetbetsSee Post

Am I dumb to jump into space stocks now?

r/optionsSee Post

Premium in SpaceX proxy ETF and Stocks

RKLB Rocket Lab stock

r/wallstreetbetsSee Post

RKLB calls ahead of SpaceX IPO

r/wallstreetbetsSee Post

My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months

r/stocksSee Post

My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS

r/smallstreetbetsSee Post

I screened for stocks under $20 and these were the most interesting names I found

r/wallstreetbetsSee Post

Space Sector Mania before IPO (Regarded Vibe DD)

r/wallstreetbetsSee Post

Space Sector Mania Before IPO (Regarded Vibe DD)

r/wallstreetbetsSee Post

Space Sector Mania Before IPO Thesis (Regarded Vibe DD)

r/wallstreetbetsSee Post

Space regard checking in before launch.

r/stocksSee Post

Please analyse my portfolio

r/wallstreetbetsSee Post

Please analyse my portfolio

r/investingSee Post

Having to sell $10k to pay bills. Which one would you pick?

r/wallstreetbetsSee Post

If space X is overvalued then RKLB is 5x worst. RE GAIN.

r/wallstreetbetsSee Post

I've made a lot of mistakes since I started in late February, but I don't think opening all these positions today is one of them.

r/wallstreetbetsSee Post

Gaped by PL & RLKB short puts

r/smallstreetbetsSee Post

Yoloing SpaceX IPO without buying SpaceX.

r/wallstreetbetsSee Post

Hail Mary SpaceX IPO… but without SpaceX

r/smallstreetbetsSee Post

Anyone looking at space stocks before spacex ipo?

r/smallstreetbetsSee Post

Anyone looking at space stocks before the SpaceX IPO?

r/smallstreetbetsSee Post

anyone looking at space stocks before spacex ipo?

r/smallstreetbetsSee Post

Anyone looking at space stocks before the SpaceX IPO?

r/smallstreetbetsSee Post

Anyone looking at space stocks before the SpaceX IPO?

r/smallstreetbetsSee Post

Anyone looking at space stocks before the SpaceX IPO?

r/wallstreetbetsSee Post

I was banned... But now I'm back.... (LUNR)

r/investingSee Post

How do you think the SpaceX IPO will affect other space stocks (RKLB, ASTS, LUNR, etc.)?

r/smallstreetbetsSee Post

Thoughts on PL?

r/wallstreetbetsSee Post

4 year road to 1 million. No options, only stocks.

r/wallstreetbetsSee Post

The SPCE squeeze setup may be better now than before

r/wallstreetbetsSee Post

The SPCE squeeze setup may be better now than before

r/ShortsqueezeSee Post

SpaceX IPO Might Make Virgin Galactic ($SPCE) The Hottest Meme Stock of Summer

r/wallstreetbetsSee Post

Why is RKLB so much more popular than LUNR here?

r/smallstreetbetsSee Post

Can't buy SpaceX directly yet. Here's everything that moves with it.

r/investingSee Post

Julian Petroulas strategy

r/stocksSee Post

Julian Petroulas

r/wallstreetbetsSee Post

Julian Petroulas

r/wallstreetbetsSee Post

SPCE is flying high, but don't tell me it sucked fuel from other rockets

r/wallstreetbetsSee Post

I sold my RKLB and ASTS and went all in SPCE!

r/wallstreetbetsSee Post

It ain't much but it's honest work

r/wallstreetbetsSee Post

Taking profits $rklb $amd $now

r/wallstreetbetsSee Post

Why im holding RKLB through SPCX listing and why you absolute degenerates buying SPCE thinking its SpaceX deserve to lose your money

r/investingSee Post

Which companies am i missing from my "Space" themed investments?

r/wallstreetbetsSee Post

Which companies am i missing from my "Space" themed investments?

Do i sell all of my RKLB to go 100% into SPCE for a week then return back to RKLB? I have no decision-making skills and rely on strangers

r/wallstreetbetsSee Post

Do i sell all 500k of my RKLB to go 100% into SPACEX for a week then return back to RKLB? I have no decision-making skills

r/wallstreetbetsSee Post

Do i sell all of my RKLB to go 100% into SPCE for a week then return back to RKLB? I have no decision-making skills and rely on strangers

r/wallstreetbetsSee Post

Space casino opens tomorrow.

r/wallstreetbetsSee Post

Can someone explain the actual SPCE thesis beyond the ticker meme?

r/wallstreetbetsSee Post

Out of a job, but making more day trading

r/wallstreetbetsSee Post

The Firefly Aerospace ($FLY) DD

r/wallstreetbetsSee Post

How Im playing space stocks before, during, and after spaceX IPO

r/wallstreetbetsSee Post

I received a prophecy

r/stocksSee Post

SpaceX IPO next month: How do we think institutions will play $RKLB?

r/wallstreetbetsSee Post

The $SPCE DD no one is talking about - blastoff to $50

r/wallstreetbetsSee Post

SPCE DD

r/wallstreetbetsSee Post

The only lesson I’ve learnt during last 1.5 years is to stay invested

r/stocksSee Post

SpaceX effect on market

r/smallstreetbetsSee Post

THE WHOLE SPACE SECTOR IS RED AND WE ARE GREEN. THE VIRGINS LIVE.

r/smallstreetbetsSee Post

Week 6 Update: Back in the game — CSCO earnings win, then NVDA + SOFI

r/wallstreetbetsSee Post

RocketLab COO - Frank Klein, Chief Operations Officer, on May 26, 2026, sold 44,390 shares in RKLB for $6,328,838

Mentions

RKLB should be above $120 but SPCX absolutely killed it and the entire sector. Now all their charts look like a stock bubble graph

Mentions:#RKLB#SPCX

Someone please remind me to sell RKLB when it goes over 100 so I can secure profits and buy back when it inevitably craters back down to the 80-90 range. Fucking annoying ass stock.

Mentions:#RKLB

Buying more RKLB. TODAY WILL BE A GOOD DAY

Mentions:#RKLB#DAY

RKLB after these acquisitions is trading at $90 a share. Probably the most undervalued stock with the highest potential upside - barring penny stocks.

Mentions:#RKLB

It's a mix of fundamentals + expectations. Think Palantir or RKLB back in 2023, some analysts pounded the table on them and then reality proofed them right.

Mentions:#RKLB

Wow, the rugpull on RKLB is once in a decade.

Mentions:#RKLB

Peter Beck selling several million RKLB shares fucked my swing trade up lmao. Just bought more RKLB at 90.60, at this price it's hard to be mad

Mentions:#RKLB

Shit I have a couple tech names high beta ones and they are not tanking……. However I’m cooked as fuck in RKLB

Mentions:#RKLB

Lmao Peter Beck selling millions of RKLB shares fucked up my swing trade this morning, now I gotta scoop up shares with fresh money 🥀

Mentions:#RKLB

Bears are winning and I hate this shit. Someone tell me what NVDA and RKLB are doing rn

Mentions:#NVDA#RKLB

Here is my general exposure to this space. RKLB (acquired a robotics company) ON (sensors, semiconductors) QCOM (sensors, semiconductors) ACLS (produce semiconductor manufacturing equipment used in high voltage applications)

Can the bottleneck move to RKLB

Mentions:#RKLB

I feel like I should buy some RKLB cause of this post.

Mentions:#RKLB

**BanBet Won** — /u/Reasonable-School226 (4W - 1L, 80%) | Ticker | Entry → Target | Move | Time | Result | |:---:|:---:|:---:|:---:|:---:| | **RKLB** ▲ | $93.39 → $100.86 | +8.0% | 9m | Won |

Mentions:#RKLB

**BanBet Created** ▲ | **Record:** 3W - 1L | Ticker | Target | Entry | Move | Expires | |:---:|:---:|:---:|:---:|:---:| | **RKLB** | $100.86 (above) | $93.39 | +8.0% | 23h 60m |

Mentions:#RKLB

What the fuck does RKLB have to do with all this??

Mentions:#RKLB

Ever felt like the stud in the room, then a bigger, better-looking dude comes in and steals your spotlight? That's probably how ASTS and RKLB feel now LMAO

Mentions:#ASTS#RKLB

$NBIS 400 $RKLB 200 $MU 2000 I have something called "conviction" and "endurance" you guys have probably never heard of those qualities but they enable me to hold through meaningless price action bullshit

Mentions:#NBIS#RKLB#MU

NVDA - FLAT RKLB - DOWN NBIS - DOWN The fuck are you buls celebrating?

Hey RKLB what are you doing

Mentions:#RKLB

The old RKLB is dead , SPCX wrecked the glorious fluctuations

Mentions:#RKLB#SPCX

PSA: RKLB was a complete shit show today

Mentions:#PSA#RKLB

Bought RKLB 7/17 before the bell

Mentions:#RKLB

Excuse me RKLB could you please apply more lube?

Mentions:#RKLB

People that bought RKLB won't learn from this and will do the same thing on some regarded ass meme stocks in the future.

Mentions:#RKLB

I need a Time Machine, so I can go back a month ago and slap the shit out of myself for buying RKLB & ASTS at those prices

Mentions:#RKLB#ASTS

And RKLB has fucked me yet again. God damit.

Mentions:#RKLB

RKLB, NBIS and SNDK the only few that are red. It’s almost like stock market is targeting wsb lol.

I don't know who you classify as "smart money" but large institutions own RKLB, LUNR, ASTS and ECHO. Using rocket lab as an example, Vanguard, Baillie Gifford, State Street, and JPMorgan Chase own 93,056,539 shares collectively. If they own RKLB, they definitely now own SPCX.

Come and get your generational $RKLB wealth while it lasts

Mentions:#RKLB

I’d be happier but it fucked my RKLB. Oh well

Mentions:#RKLB

SPCX really killed the entire sector even though RKLB is a good company

Mentions:#SPCX#RKLB

I suck… RKLB and NVDA are my largest positions

Mentions:#RKLB#NVDA

Finally sold CXAI and used it to buy the dip on RKLB. Watch it breakout

Mentions:#CXAI#RKLB

i know RKLB is down rn but just looked at my history and found a place in time where I sold 2500 shares of RKLB for a loss at under $25. i could have had a paid off house if i held

Mentions:#RKLB

Looks like RKLB said the N word 😔

Mentions:#RKLB

The hardest part of pre-IPO equity is separating the sweat equity from the cash value. But the market doesn't care how many late nights you put in. Once the shares vest, holding AFRM is the exact same financial decision as having that cash today and choosing to buy AFRM over GOOG or RKLB. If you wouldn't buy AFRM today with fresh cash, you're choosing to underperform your own conviction. Are these shares held in a taxable account or a retirement wrapper? The actual tax bill on the realized gains is the only math that should dictate this rebalance.

RKLB -6% on nothing

Mentions:#RKLB

Okay well I’m balls deep in RKLB so just gonna wait it out

Mentions:#RKLB

Same goes for you buddy with RKLB and ASTS. sure hating my bags on 500% + gains🤡

Mentions:#RKLB#ASTS

DYOR but AUR is way ahead of its competition. I have 10k shares and I get early RKLB vibes from its CEO and community.

Mentions:#AUR#RKLB

Great, RKLB having another -10% day at this rate smh

Mentions:#RKLB

First - coming here for serious advice is a terrible idea. Second, don’t ever feel bad about taking some profits. I make pasta for a living and like 90% of the people here, I started buying/trading stocks during COVID. I don’t know anything, but I’ve been really lucky the last few years. I’d tell you what I assume many will: stick to an index fund, but I see you have plenty of VTI. My big index fund is SPY, so I feel fine about that. Nobody can predict what will happen with any single stock - I can’t imagine google under-performing the market anytime soon, so I’d maybe hang onto that one. RKLB has done really well but I wonder if it will continue to do so with SpaceX being publicly traded now.

Mentions:#VTI#SPY#RKLB

hello guys can someone send these green candles from SPY to ASTS and RKLB?

I don’t even bother trying to understand RKLB and ASTS price action anymore. Just gotta hold

Mentions:#RKLB#ASTS

RKLB blew all its cash reserves on a 3rd rate satellite company. What's few more rounds of dilution for investors taking it up the ass several times already?

Mentions:#RKLB

Bruh ASTS and RKLB red in a see of green 😔

Mentions:#ASTS#RKLB

Lol I’m right there with you except ASTS instead of RKLB

Mentions:#ASTS#RKLB

What's the point in a diversified portfolio? \- RKLB (Space): down \- UNH (Healthcare): down \- SMCI: down I feel fucking personally targeted by the gods of the stock market.

Why is RKLB doing that

Mentions:#RKLB

That's why invest in RKLB

Mentions:#RKLB

Just sold about half my RKLB shares on Thursday @106.55. Just bought back in @ 97.50 LFG

Mentions:#RKLB

I want to buy this ASTS/RKLB dip but fucking SPCX inclusion tmr spooks me

DRAM would need to drop $40 for me to be down on it at this point RKLB would have to go negative That being said, GO UP PLZ

Mentions:#RKLB

Keep, sell, or buy more RKLB?

Mentions:#RKLB

With the new acquisition and successful launches, RKLB should test ATH this month... 

Mentions:#RKLB

just invest in Quantum and RKLB

Mentions:#RKLB

SLS and RKLB power duo!

Mentions:#SLS#RKLB

Thanks man, just noticed that RKLB has the earnings report in august! Best of luck!

Mentions:#RKLB

Sheesh semis but especially NVDA SUCK!!! Yet we are seeing breakouts in sectors like healthcare and JNJ. The rotation narrative is in effect tbh. Hoping mañana NVDA MU and RKLB pump up

I didn't sell enough, I just started investing a little over 2 years ago and RKLB was my first big stock buy so it's some FOMO action. I was scared of the tax implications, never again

Mentions:#RKLB

I need RKLB, NVDA, PLTR, OKLO, NVTS green for a green portfolio. Too traumatized to check.

Sold some of my RKLB on Thursday after 2 years of holding, already bought some back. The life of a highly regarded trader

Mentions:#RKLB

Sold some of my RKLB on Thursday after 2 years of holding, already bought some back. The life of a highly regarded trader

Mentions:#RKLB

RKLB is printing though

Mentions:#RKLB

RKLB but that’s a long term play and if we keep talking they will ban us from this place

Mentions:#RKLB

NBIS and RKLB in 20 years or 40 years?

Mentions:#NBIS#RKLB

That's most definitely not true. There are even quantitative studies that have been done to show that money flows *consistently* to extremely profitable traders. They often do take on extreme risks, but the risk/reward profile is what matters. People that yolo up usually yolo straight back down. None of that is really relevant to this, though. Its not that I don't think RKLB is a good buy and hold, I just have literally seen it all over stockadvisor, motley fool, etc months ago. I started investing in December. It just made sense once the SpaceX ipo was nearing. Why wait until the hype train hits to get on board? But then again, that's what we're here for.

Mentions:#RKLB

ASTS and RKLB Now. If only LUNR could remember the space race is on …

anyone here ever heard of the company RKLB?

Mentions:#RKLB

Im betting that the price of RKLB will be at or above $130 by Aug 21st.

Mentions:#RKLB

It is exactly how you wrote it. Big win, or big loss. I say ASTS is a binary bet. Not saying 50:50 but the one or the other. This is the main reason why I am well positioned in RKLB and only holding a bit ASTS. But let’s not start ASTS vs. RKLB. Both communities are so strong believers it just makes no sense. Also because the one is a space stock and the other a telecommunication stock. They are much more different than many people think.

Mentions:#ASTS#RKLB

RKLB looks like solid choice but not so bullish. News and social sentiment strong but technical looks weak. https://preview.redd.it/8sxwmj84nebh1.jpeg?width=1440&format=pjpg&auto=webp&s=07dc662b87746d5bf8dc4ba66bd258438f3162c1

Mentions:#RKLB

So wait how does this work, you are saying that the price of RKLB will be over 130$ / share at 21 aug?

Mentions:#RKLB

Holy smokeswowsa almost 300 contracts what a load and great gains so far sell none yet or peel off a few contracts at a time to lock in some gains. I had 400 UUUU contracts $.30 for the $9 calls And .62 for the $10 calls , bought when stick jumped to $7 plus …..and I fucked up selling them. They went over $10 Your goal is max value, but otoh I curse myself for selling NVDA shares at $8.69 thst would be worth 17 million dollars… RKLB seems like a golden company hold for max value good luck with this whopper play and congrats for your nice gains so far, over $6 !!!

RKLB full port since 2024

Mentions:#RKLB

Mine are boring AVUV VXUS VTI But the ones I’m excited to see are TWST, ARKK, RKLB, ASTS

GOOGL NVDA AMZN Close fourth is RKLB

I can't answer that for you. I like RKLB as well, but I am over indexed in the space sector (I also own Planet Labs). So I sold my RKLB position but I'm still bullish on it. (Preferred my thesis on what AST is trying to do.)

Mentions:#RKLB

what about RKLB? WIll it make a comeback looks to be doing alot better than ASTS

Mentions:#RKLB#ASTS

RKLB will see $50 before it sees $130

Mentions:#RKLB

Sorry if this question sounds silly, but can someone tell me how he's up when the current RKLB price is $100.46? Or was this screenshot taken from a while ago (as he mentioned) when the price was over $130?

Mentions:#RKLB

PLTR GME CSCO then 4 and 5 are NVDA, RKLB Rest of the top 10 are GOOG, AMD, TSLA, ASTS, AAPL ETFs are the bulk though. Those are just the top individual holdings.

RKLB will create a lot of homeless people lol

Mentions:#RKLB

AAPL RKLB CAT \#UncPort

Mentions:#AAPL#RKLB

1. RKLB 2. 3.

Mentions:#RKLB

Don't understand why so much love for ASTS and RKLB

Mentions:#ASTS#RKLB

Top mentions aggregated from this post: 1. MU 1. GOOGL 1. NVDA 1. RKLB 1. AMD 1. MSFT 1. ASTS 1. NBIS 1. RDDT 1. VOO

RKLB to the moon

Mentions:#RKLB

**1.** “No broadband, the average user gets 0.1 to 1 Mbps.” Rigged denominator. You divide beam capacity by concurrently active users, not every possible user. DTC is intermittent supplemental coverage, someone in a dead zone making a call, not tens of thousands streaming at once in one beam. Every terrestrial network on Earth looks terrible under a simultaneous-worst-case denominator too. That scenario isn’t the service. The physics: throughput is Shannon-bound, and the driver is antenna gain. AST flies the largest commercial phased arrays ever built specifically to maximize gain to unmodified phones, which is why it closes a broadband link where small payloads close only a messaging link. And the proof is already public: \~98.9 Mbps demonstrated to an ordinary phone, plus voice and video calls across Rakuten, Vodafone, AT&T, and Verizon. The bear’s own worst case, one user in a beam, is exactly where AST shows broadband speed. **2.** “SpaceX targets 150 Mbps per user vs AST’s 200 per cell.” Three mismatches, each flattering SpaceX. Per-user vs per-cell manufactures a 1000x gap from mismatched units. Target vs demonstrated: 150 is a goal, not a result. MIMO vs non-MIMO: the 150 is a MIMO figure, while Starlink’s real-world DTC is non-MIMO at 2 to 3 Mbps (Musk claims \~5), and AST’s 98.9 is also non-MIMO. Match them, non-MIMO demonstrated to non-MIMO demonstrated, and it’s 98.9 versus 2 to 3, with MIMO headroom still in reserve. Correct all three and the conclusion flips. The strategy claim also misreads the model. AST sells through carriers, not to consumers against Starlink. Nobody picks “AST vs SpaceX,” they get satellite fill-in on their existing plan from whoever their carrier chose. And J-LEO just settled the sovereignty question where it counts: a G7 government picked AST over Starlink on exactly those grounds. Carriers and governments vote here, not shoppers. Same aperture physics, two consequences. Spectrum first. Low-band, sub-1 GHz, is the valuable stuff because long wavelengths penetrate buildings, terrain, and foliage where high bands get blocked. Serving it from orbit means forming tight, separated beams at low frequency, and beamwidth is set by aperture in wavelengths. At sub-1 GHz the wavelengths are long, so you need an enormous array to keep beams tight and non-interfering. SpaceX’s small payloads can’t: at low frequency their beams go broad and overlap, which locks them out of low-band and pushes them to higher bands that penetrate poorly. AST’s arrays are large enough to do it. Power second. Those same loose beams spill energy off-target, raising interference into terrestrial networks, and regulators cap interference. So SpaceX has to run reduced power to stay under the limit, which cuts throughput and coverage. It’s in the record: they petitioned the FCC for higher interference allowances and got a partial waiver, more than baseline but well short of what they asked for, and they operate under that ceiling. AST’s tight beams concentrate energy on target, so it runs full power without breaching the limit. So the aperture “cost” is actually two structural advantages a small-sat design can’t copy: AST uses the penetrating spectrum SpaceX can’t, and runs full power where SpaceX throttles. This isn’t abstract. J-LEO is a 700 MHz low-band program, which is why it fits AST and not Starlink. The low-band physics and the sovereignty win are the same fact. **4.** “They keep delaying, a delay is a delay.” Conceded: guidance has slipped about half a year, and that’s a fair knock at this market cap. But the cause decides the meaning. The delays are launch-driven, and the Blue Origin New Glenn failure is a launch-provider problem, not AST failing to build. Production is at BB37. The bottleneck is orbit access, not manufacturing, which is a very different thing from “the tech doesn’t work.” And the standard is applied selectively. SpaceX’s next-gen DTC has slipped hard and depends on Starship, which has its own public failures, so AST is arguably less exposed to an unproven vehicle than its main rival. RKLB’s Neutron has slipped repeatedly and takes none of this heat. Applied evenly, “no excuses” hits both harder than AST. And near-term it barely matters: upper-hemisphere coverage needs 45 to 60 satellites, production is at BB37, so that milestone lands even on the slipped timeline with years of room before J-LEO’s 2029 deadline. The delays hit the global ramp, not the coverage milestone the J-LEO award rests on. **5.** “Dilution is imminent, could reverse to sub-$20.” The balance sheet kills the framing. Cash north of $3 billion (about $3.5B at the last call, $3B being conservative), plus roughly $1 billion incoming from RAST to offset build costs. That’s not a company forced into an emergency raise, and the subsidy cuts net capex, so it means less dilution to build, not more. Conceded narrowly: capital-heavy firms raise over a long build, and some dilution should be modeled. But “imminent dilution, could crater to $20” describes a distressed, runway-short company, and $3B-plus in cash with $1B of subsidy incoming is the opposite. Dilution to fund a government-co-funded revenue asset from that position is not a desperate raise. And “a seller held it down for months” is just Rakuten’s orderly, pre-planned 10b5-1 sale, disclosed mechanical overhang, not proof the stock is controllable or the business weak. Volatility and a retail base are real. “Drops for no reason” is a claim about sentiment, not value. **6.** “Maxed-out satellites, one-trick pony, can’t improve.” Wrong on the facts. Block 2 BlueBirds are explicitly larger and higher-capacity, so the size ceiling is wrong for the roadmap. And improvement was never only about size: array design, beamforming, and spectrum efficiency all scale capacity, and AST’s onboard-processing roadmap targets roughly 2x spectral efficiency with no size change. “One-trick pony” cuts less than it sounds. AST is concentrated on the largest addressable market in wireless, direct-to-device for billions of existing phones, and focus on a huge TAM is a strategy, not a flaw. It’s also not single-product: the same constellation feeds defense and dual-use, IoT, and first-responder verticals. RKLB’s rockets and panels are real diversification, into smaller-TAM, different-margin businesses, so “diversified vs not” isn’t automatically a verdict either way. Different bets. **7.** The point the whole case misses: AST lets carriers kill money-losing towers. The “but can it stream video” framing misreads why carriers want AST. In many markets, operators are required to keep coverage in unprofitable rural and remote areas, running loss-making towers to meet the obligation. AST lets them meet it from space and retire the tower, turning a cost center into a satellite-served zone. That’s an opex and capex cut on top of new revenue, and it has nothing to do with per-user speed. It’s a core reason carriers sign, and part of why AST has demonstrated across Rakuten, Vodafone, AT&T, and Verizon. The bear grades AST as a consumer ISP. Its real customer is the carrier’s balance sheet. Bottom line. Points 4 and 5 are real risks worth modeling: execution timing and eventual dilution. The rest is the misinformation, the per-cell denominator trick, a SpaceX comparison that inverts once you match units, targets, and MIMO, the low-band and interference physics the bear skips, and roadmap errors. And the whole “must win consumer broadband or die” premise ignores that AST’s actual business, carrier obligation relief plus sovereign infrastructure like J-LEO, never depended on winning a streaming contest.

RKLB, DRAM, 3rd

Mentions:#RKLB

RKLB since $5

Mentions:#RKLB

RKLB CAT AMZN personally

Mentions:#RKLB#AMZN

1) They will not provide broadband with their satellites which is a lie by the ASTS management. FCC says 35 mbps per user minimum is required for mobile broadband. The average user who connects to ASTS satellites will probably receive 0.1-1 mbps in busy-average conditions, good enough for voice calls/very light web browsing but not videos. This is clever marketing from ASTS, their satellites DO have broadband capabilities but in practice it is not possible. Please just do the math using their expected 200 mbps per cell speeds and 2000+ cells which = 0.1-1 mbps per user. Their tech is not as good as most people think. You see a lot of ASTS followers thinking they would provide 200 mbps PER USER when is actually 200 mbps PER CELL which = 0.1-1 mbps per user from my estimates, certainly not > 5 mbps for the average user. Actually, if their satellites can provide at least 5 mbps per user then that would make me a bull. 2) SpaceX competition. The main revenue will be from mobile data subscribers seeking to avoid dead zones/have enough money to afford the luxury. If SpaceX achieves at least 5-10 mbps per user, allowing video streaming, then most people will buy SpaceX. People flock to the best technology and will ignore the data sovereignty issues as mentioned by most ASTS bulls. Do note that SpaceX says they are targeting 150 mbps PER USER, compared to ASTS 200 mbps PER CELL which = 0.1-1 mbps per user. I don't believe people will use their service if they won't be able to stream videos on ASTS satellites. 3) Execution risk - they have delayed their June shipment again I think. They say it's due to launch availability but who cares, a delay is a delay and small delays add up. You can see it in their guidance, so far they have pushed back their shipment guidance for approx half a year already. That means they should have had service rolling by now but no, they keep giving unrealistic goals and missing them. This is not good enough for a $30 billion market cap company. 4) They are increasing headcount rapidly and need to buy more SpaceX launches. This means a dilution is very likely near term. Also no revenue from their service means this could reverse back to sub $20 for no reason. Cult/meme status with a cult following = lots of paper hands. You can see since how one of their major investors selling their stake kept the stock down for months while other space stocks rocketed, a sign of the stock being easily controlled by sellers. 5) They can't really improve their technologies because their satellites are already at the max size limit for the current rockets. Plus, they are a one trick pony, with no product to diversify their business into. Whereas RKLB have the solar panels, flatellites and rockets. SPCX has A.I., Starlink broadband. Certainly not a $1 trillion stock. Maybe some more room to run has a momentum stock but I see no future long term if they don't actually achieve BROADBAND.