RKLB

nightundertaker

triple peak sounds cool until you realize it means you survived two portfolio heart attacks and still kept clicking buy those names are exactly the kind where conviction matters more than pretending they’re “safe” investments. NBIS, ASTS, RKLB, LUNR…. huge upside stories, but also the type of stuff that can turn a millionaire into a philosopher if risk isn’t managed. [grid oasis](https://app.gridoasis.com/) is useful for sanity-checking these kinds of positions because the hype is loud, but the actual question is always: revenue path, dilution risk, cash flow, margins, and whether the story is getting stronger or just louder. congrats on $1m!

PropheticMurmurs

I’m a little butthurt that ASTS and RKLB are so mainstream and popular now. Makes options stupid expensive compared to what they used to be.

H6UEF4WU8X

$150 RKLB makes me a millionaire

Goodfella_Mademan73

RKLB $147 today?

AeneasKurtz

I missed the space pump. Should I buy puts on $ASTS, $RKLB, $RDW, etc now? Or should I do the retarded thing and jump in now that's already ripped?

Mammoth_Bank_7886

It'll be too late by end of June. Hop in while you can. I'm up 34% with RKLB since last week and 22% with ASTS, which I bought this morning. If you feel like gambling some more, PL, BKSY, FLY and RDW are available, but I can't find good profitable calls for them. I'll be on the lookout tomorrow, especially for RDW.

Academic_Lock_1699

When I consider SpaceX valuation...then I see RKLB at possible x5 still. Will sell my first batch at 300

wfriedma

Imagine reading RKLB in here every day for two years and still not owning any LOL

Academic_Lock_1699

And another RKLB ath 🚀♥

isaiddgooddaysir

If you were just buying f9 and starlink sure but you are not. You are buying Elon’s trash (xai) which is estimated to lose 12 billion this year and the losses are expected to continue to climb. xai is so far behind the other AI companies they may never catch up. Spacex with XAI will not be profitable anytime soon. RKLB is a pure space play.

TheBlackBaron

Kicking myself for having bailed on ASTS once I got back into the green on it. Silver lining is I just rolled it all into NASA and RKLB anyway.

Overall_Option_8883

ASTS RKLB LUNR generational wealth  Thanks space mob and wsb for the recommendation 

aronnax512

I think we have different metrics for "close" as China has 0 companies that have successfully launched a rocket into orbit and recovered it (1 made it to orbit but didn't recover, 4 have made suborbital "hops" but haven't made it to orbit). From there they'd need to get reliability to a level to permit commercial payloads and horizontal integration to design and manufacturer the satellite payload to be close to RKLB. The stock is overvalued, but you're also underestimating the level of technological sophistication that RKLB has achieved.

CutSuitable5911

LOVE RKLB. And announcement at 2 Eastern should be good too

Liquidtears

Thank you for the pity, much needed. I’m mostly all in RKLB and up 33x so there’s a silver lining.

H6UEF4WU8X

Wait for a dip on RKLB, FLY, LUNR, ASTS, PL, BKSY, etc and get in on the pre SPCX IP halo effect. Or buy GRND like all these other goys.

ten7four

Dude RKLB needs to go up already ffs, what the fuck is it doing

digitFIRE

All of these semi conductor and space regards are making bank and I’m behind the Wendy’s dumpster holding up a “VOO and chill” sign with a sad face. Should I just jump on the ASTS, MU, and RKLB bandwagon now?

Rare_Ad_649

RKLB have 86 electron launches with over 95% success rate. Sure it's a much smaller rocket but I'd say that is putting shit in space at a decent rate. it's way more than the other competitors such as Firefly that you mentioned

Significant-Week-248

RKLB!!

WickedFrags

RKLB keeps making kings!!!

unpaid-astroturfer

RKLB, Eutelsat, AssTits Life is good

BiggieMoe01

The holy trinity of generational wealth is ASTS RKLB NBIS

Money_Term8366

Well RKLB went from $5 to $140 tbf

WenMunSun

ASTS might be an even better short than RKLB. $45B mkt cap. $85m TTM revs. Analsyst expect $750m in 2027 revs based on company guidance that they will have 35-40 satellites in space by end of 2026 (currently they have 6 with plans to put another 3 on an upcoming Falcon 9 launch). My gut feeling is that the company is bullshitting. They're deliberately being overly optimistic to keep the pump going. They have $3b in cash offset by $3b in debt. They are burning $400m/yr. Probably need to do a cash raise, 10% stock dilution to zero out debt and buy them some time. But business wise i think long-term SpaceX eats their lunch. Hard to see how they compete with SpaceX on direct-to-cell broadband coverage. SpaceX started buying up spectrum earlier in the year and partnered with T-mobile. I think SpaceX will make a bigger push into this service segment. Plus SpaceX has 10,000 sats in orbit (versus 6 lol). Next gen Starlink sats + Starship should be a huge insurmountable moat in the not-too-distant future. ASTS currently has 18% short ratio though, so i think it's squeezing a bit plus benefitting from general optimism in industry from SpaceX IPO. (Not financial advice)

cranberrie_sauce

\> RKLB I feel like OP whole point was to inject this company. I have news for you OP - there are 5 chinese companies that are doing the same and they are pretty close. and I dont think RKLB is gonna be competative

FutureSage

Accidentally bought RKLB and it just so happened to be the top…🫠

Inner_Analysis_7343

RKLB is pure greater fool theory at these levels lol. Everyone pricing in “second coming of SpaceX” without the monopoly, the cash printer, or the track record. Only thing that scares me on puts here is how stupid the space hype can get if Elon even breathes the word IPO on Twitter, but risk reward looks solid if you’re dated out far enough.

Damerman

My port is MU RKLB and goog.

AltruisticOwl156

What do they even do? RKLB and ASTS actually have proper tech, what does RDW have / do?

rayquan36

I always thought $RKLB was Roblox stock

Psychological-Ship85

RKLB colab

dasboot523

Who is buying RKLB at these prices MEIN GOTT

strength19

Space sector pumping. RKLB gonna retire me early

hotcornballer

RKLB have good products they know how to build a rocket, Virgin Galactic was regarded with bad idea and bad engineering (who tf thought that an hybrid solid rocket engine and no flight-by-wire was a good idea?)

Used-Barracuda-9908

Right, the moment they said that you know they are just making shit up. For the regards in the back, RKLB makes over 60% of its revenue from space systems, and that segment is growing like crazy.

BigDaddyDLo

The logical answer is: There’s the most excess liquidity the world has ever had and individual investors/traders chasing stocks on narratives. RKLB valuation has never made sense, but when you have endless flows from enough people who trade on narratives, the only way it goes down is from those people pulling liquidity, not valuation considerations.

SlapYouSilly999

RDW is the next ASTS RKLB

Official05

Someone deter me from buying ASTS or RKLB puts

strength19

Tell me you feel the same way about RKLB and we can be best friends

Extension_Emu5973

Thats kinda what im saying. Space x is overvalued to fuck, full of pointless extra shit. Still on top of that its launching 600x the mass into space over the last 12 months or so as RKLB. Like? Where is the value of RKLB exactly, I am confused lol. They are not making any money. Neither is Spacex. Neither of them deserve the valuations, but at least spacex is actually putting shit in space at a decent rate. If nyou look at Forward projections in the coming years even if Neutron does really well they will not close that gap of 600x to 20x mass to orbit. Even getting to 100x less than spacex is a huge ask for their current infastructure.... Im just saying the current valuation is wild, even compared to spacex. Which is already wild xD. Anyway lets seee.

teh_herper

Should've fucking kept onto my MRVL and RKLB calls wtf was I thinking selling em last week

enc-nyc

yeah, that's surprising, everyone went into ASTS and RKLB

Pangolin_farmer

I’m buying puts because I’m certain RKLB will go to zero at the heat death of the universe.

DrummerCompetitive20

RKLB current price of $140 puts them at a reasonable PE of only 450. Seems like a buy here....LOL

Ujmnhy152

Everyone buy RKLB calls. Imma Finna buy puts at open

AnotherHavanesePlz

I sold my RKLB at $136. It’s not going to rise forever. It will pullback.

ScreenNumerous8182

Full port whatever money you have into RKLB and you’ll get it all back and more 🚀🚀🚀

ScreenNumerous8182

RKLB to the moon 🚀🚀🚀

jer_nyc84

Imagine buying RDDT stock over RKLB or ASTS.

Extension_Emu5973

I said I only have two puts man. I want to buy more at open if its above 140, and continue buying each time RKLb goes up another 5-10 USD... This is my robinhood account were I hold my two puts :). I also have a webull 35K USD > 1.4M USD over the last year and a half. Kind of long and effort to post it all as I withdrew a lot from it. The RKLB shares are in another account,will have to fish em out.

assholy_than_thou

RKLB is meme.

Shdwrptr

How is this proof that you held RKLB at all, let alone bought at $4?

Shdwrptr

I hold 1000 shares of RKLB and have been thinking of selling calls lately. I’ve saved some to my orders without executing them just to watch the price blow past what I’m comfortable with at least 4 times. At this point I’ll probably just sit back and watch.

No_Celery5992

Oof 2025 revenue: RKLB: $608 million Northrup Grumman: $41 billion

ComplaintHot9425

RKLB

dasboot523

RKLB has a larger market cap now that Northrup Grumman folks it might be time to sell

Pale-Silver-8178

The prophet here again RKLB $160, ASTS $120, BB $10

swishkabobbin

Don't underestinate the longterm value of not being owned by a schmazi. This business lives and dies by go ernment contract, and RKLB's main competitor is unlikely to get another federal dollar when the pendulum of sanity swings back

Admirable-Price-1258

I'm debating this with myself atm. I got into RKLB at $7 and I agree with what I say earlier in the feed about the spaceX IPO being a coin flip for this stock going up or down. It's literally 50/50 imo and there's arguments for both scenarios

barrybadhoer

yea valuations are wild and generally i think if you bet RKLB will go down at some point that makes sense to me but especially with the upcoming spaceX IPO and all the hype that will probably accompany it i would be scared of exuberance in the market for an extended period of time. good luck with the puts or whatever you decide to do.

LeBronGOOD

Where do you see RKLB going? Still higher?

UnitPuzzleheaded3267

RKLB is scaring me it is quietly taking over my portfolio

Status-Net2947

I decided to go full pussy mode when I decided to put my investments out of ASTS, RKLB and WOLF. I put it in MSFT, META instead. God I hate myself

Lando249

I've been waiting for a massive RKLB crash. So overvalued. But because things don't make sense, it will most likely hit over $200 before any major dip, and if it gets to that point, did it ever truly crash?

Due-Ad1668

i bought RKLB 100$ calls 2 days before the war, expiring i think 2-3 weeks before it mooned to 120.. sooo.. ‘soon’ is always the inevitable unknown factor

barrybadhoer

thanks, honestly i have no idea what will happen with the stock price of either company, been in RKLB for a long time and figured it was overpriced when we didn't even hit 100, just glad i just kept shaving a bit off each time instead of selling all of it because i truly believe rocket lab will keep compounding nicely for the next decade or more and now i either keep shaving shares off while we rise or ill buy back in pretty significantly if we ever see a huge pullback. i generally think the spaceX IPO will see a huge upswing due to low float and a bunch of retards buying in and the mandated ETF buy ins but im just not going to touch spacex which is a real shame because i started investing in RKLB years ago "because spaceX isn't public and this is the next best thing", turns out that in my opinion rocket lab is now just a better company not in terms of scale ofcourse but in terms of focus on the core mission of building an integrated full stack of launch and space systems without unnececary bloat. (and Sir Peter Beck absolutely blows elon out of the water in terms of which CEO you'd want to lead your company, in my opinion)

RiskyTall

You are hung up on the payload to orbit metric. Look at their YoY revenue growth, the contracts they are winning, the leadership. The whole sector is hot right now but RKLB aren't just going to make money on launch, they're going to own the whole stack and be able to deploy constellations for people. At least that's the goal, maybe they execute maybe they don't but they've given lots and lots of reasons to show that they can. FWIW I sold at $65 to pivot mire into ASTS and that hasn't worked out well (yet).

Level10Retard

Don't buy puts. I thought it was crazy overvalued at 40. I bought in 2021. Miniscule amount, still holding. Doesn't make any sense, doesn't have to. I currently don't know any but there are definitely much much better plays than puts on RKLB even if your guess ends up being right. You can guess a coin flip as well.

Fluid_Door7148

RKLB is mooning now due to sector hype. I plan to see RKLB the day of Space X IPO

HighYogi

Mate take it from someone who’s RKLB avg cost is 4.50. (Was a SPAC back then) The market can stay irrational etc etc. I think calcs are based on hypersonic missiles which I’m not sure SpaceX wants to compete with.

barrybadhoer

i'd say both are overvalued for my taste (but still holding a trimmed RKLB postion). spacex did 4.6B rev in Q1, which on 1.75T market cap is a P/S of 93. Rocket Lab did 200m in Q1 which is a P/S of around 100. however if you look inside both they are wildly different companies as far as financials go. RKLB is cash flow negative only because they are burning cash in the Neutron development program. once neutron starts ramping up and development costs ramp down they will flip cash flow positive very quickly. all this with a forward revenue CAGR of 30%+ easy for the next 5 years. If you invest in spaceX you are looking at very different economics. most of the revenue and profit is created with Starlink which is operating in a space that will see heave competition in the future from the likes of ASTS, amazon etc. and they have a huge money sink with their AI division which has gotten so bad that they appearantly have compute to spare to sell to anthropic. and besides that you have the rocket division which is awesome but just like you see with rocket lab that just isn't where the big money is, but it enables you to do profitable stuff in orbit. I can see a scenario where spaceX AI division keeps losing money while telecom constellation operators come online and drive down the price of the one part of spaceX's business that is keeping the big bucks coming in. that could get ugly pretty fast and they seem to graciously give us normal investors a chance to partake in that gamble.

kill-devil-films

IMO RKLB filled a gap in the market because the space economy is emerging and Spacex wasnt available to invest in unless you were a whale. Any objective analysis has SpaceX very far ahead. Rocketlab has 87 launches in their entire lifetime - SpaceX did 140 just in 2025. Its not even close, especially when you factor in Starlink and data centers. Maybe they hang tight when the IPO hits but I think RKLB declines.

Sweet-Success-2019

Don’t get out in front of your skis kid. Take it easy. I became financially literate in my late 50s. I buy and hold. Sometimes I take profits and add to my portfolio and just sit on them. I started investing 30 months ago. Turned 10K into 80K in 24 months. Added another 10K cash to my account and now sitting at 110K on 20K invested. All I do is read a bit, apply common sense, and buy and hold. As an example, around 24 months ago give or take, a stock came to my attention because they were successfully putting satellites in orbit. Shares were $7.50. My common sense brain was like “7.50???” I bought 600 shares. Many analysts and pundits overthink their choices. The stock I bought at 7.50 was RKLB. Today it’s pushing toward $140. Learn the basics, don’t get greedy and buy common sense stuff. Among my other stocks in my portfolio are LUNR, PLTR, APLD, FLY, SERV, ACHR, EVEX. ACHR and EVEX are long term hold and very speculative. Taking some profits today and buying SMR. Nuclear reactors for 12 a share?? First company to get Nuclear Regulatory Commission approval?? Two different approvals at that. Ya. Again my common sense brain says DO IT….buy and hold. Good luck.

The-zKR0N0S

“RKLB is going all in on launch as far as I can tell…” Well apparently you can’t read or have never flipped open their 10-K or 10-Q.

Game3k

Space stocks rally is just getting started. Spacex IPO adds tons of gas. $RKLB $PL $BKSY

imunfair

They're a good company - management has done an excellent job deploying capital for acquisitions and vertically integrating, but yes they're massively overpriced right now. It's a $30 stock being sold for $135, and even the 7% dip on 5/21 due to news that they're diluting again to raise more capital bounced back the next day. They had good guidance on an earnings call recently which started the current run, but I suspect part of the momentum is due to money pouring into ETFs like NASA, with people trying to buy SpaceX prior to the IPO via these alternative avenues, which drives up all the other stocks in the ETF as well. So they may continue to move upward until the actual IPO, but I don't know if it will maintain or sell-off once SpaceX can be bought on its own. And if the market turns bearish stocks like ASTS, RKLB, etc that have insane multiples are going to experience catastrophic drops in price. I think way too much easy money is being made in the space sector right now and expect that to experience a sizeable correction - that sort of thing usually doesn't last more than a few months to a year, and the true believers end up staring at charts that look like Virgin Galactic and wonder where their million dollars of easy money went. When the multiple is insane it's smart to lock in your profit, it isn't real until you cash out.

Soger91

You need to read their filings. Assuming RKLB is just a launch provider is just plain wrong.

Minute-Leg7346

"Rklb is going all in on launch as far as I can tell"- Tells me you know nothing about RKLB

BouchWick

All I hear is that you had RKLB and sold to early and are now trying to find ways into making you think it's overvalued lmao

Embarrassed-Tank8308

The trend is your friend. Valuation and charts are two different things. While yes, nothing says RKLB stock should be going up “financially”, it’s still carrying a bunch of momentum anyways so why try to catch the peak in hopes that goes down. Don’t be another one of those people who were buying leap puts TSLA in 2020-2021 and get rinsed because the “valuations” didn’t make sense for the price.

cheekytikiroom

SpaceX factor already priced in. I was concerned about SPCX until S-1 released. Risk-off environment, asset rotation and Neutron delays are what triggers RKLB sell-offs.

lowprofitmargin

>Sold some at 80 USD thinking it's getting overvalued. 3 weeks till the SpaceX IPO and RKLB is currently $143 in todays pre market. >I'm going to buy more puts aimed at late 2026 if it opens above 140 this morning. Its gonna open over $140...

WickedFrags

All these confused wannabe WSB bimbo traders... RKLB is more than "payloads" and "launches". Fooken due a proper check before spewing liquid ape sh*t.

Ordinary_News_6455

MDA needs to 10x their market cap before they’re even sniffing other space stock valuations. Better revenue than RKLB, ASTS etc and they’re net positive. Buy shares and options. It’s a no brainer if this bull run continues.

International_Mud741

Lovely looking pre market for RKLB

qfuh

I’m thinking of fully exiting RKLB and accumulating 50/50 INFQ (Infleqtion) and BB (BlackBerry). I don’t think we need to wait until the SPCX IPO to get a better exit on RKLB…. The space market hype is already priced in. Hope I don’t regret this. 🤪✌️

AncientAd3846

Its me. I know RKLB / ASTS/ SPY calls

MedBJJ

The LEAPS move slowly. In a day where the stock price is up 4% my LEAPS would go up about 10% while the CC i sold go up 150%. The further out and lower strike price of the LEAP the slower it grows. With that being said, I might lose a lot of money if I roll and RKLB is not going up as much as I believe…

Gamma_Gains

SpaceX IPO is too crowded to touch at open. But that Morgan Stanley Space 60 list is doing the real work — RKLB, ASTS, and AVGO are already on my watchlist before Elon even files the S-1.

Gamma_Gains

SpaceX IPO is too crowded to touch at open. But that Morgan Stanley Space 60 list is doing the real work — RKLB, ASTS, and AVGO are already on my watchlist before Elon even files the S-1.

RubricGibbon313

Watching GCTS, RDW, RKLB

RunsaberSR

Fuck me am i glad I'm rocking RKLB. 🚀 I think I'll run BB to 13+ now.

ch33ky_n1nj4

It sold off on legitimately bad news. Failed launch. Missed timetables. Radio silence PR. Not just red because of macro. Also it capitulated multiple times at 100. It was a smart decision to sell and move on to other space stocks like PL and RKLB at the time. At least RKLB was transparent about Neutron. And PL demonstrated profitability. The mob will keep glazing ASTS regardless

teh_herper

RKLB / PL / LUNR / ASTS calls

odity9

Why yes, I am holding RKLB calls. How could you tell?

IndependentBoth2831

Alot of salty people in her because of RKLB and other space stocks

dasboot523

You're telling me RKLB is diluting 3 bil and cracked another tank and it's up 6% overnight

Academic_Lock_1699

RKLB with the overnight ath 😄

IndependentBoth2831

RKLB baby let's fucking goooo