RKLB

Prestigious_Age5422

Endless research was the only thing that helped me HOLD. The things I didn’t know enough about, I’d buy it but sell at the worst times - RKLB, oklo, NBIS, crwv … you have to understand the company

buonoxc

ive added to Space before the latest run up and continue to add. RKLB and RDW. Adding BE on dips. BE may be very overvalued but the reality is we are going to continue to get news cylces multiple times a year for the next 5 years about BE supplying power for big players. Riding that wave. VGT is my largest holding - it catches the wave for Semis, Memory and has software like MSFT and PLTR in it.. its probably the only thing id feel good about recommending to a friend. and then I recently started a position in OKLO. Have had my eye on Quatum for many months now, kinda bummed i missed out on last weeks rally.. but even for my high risk tolerance, my account is alreay high octane risk. probably will grab NOW sometime in the next 30 days.

pembaThePanda

I don't much about space stocks. Between ASTS and RKLB, do you find one a better purchase now?

cbusoh66

RKLB is more than expensive than SpaceX at $2T valuation. SPCX $26.5T out of $28.5T market comes from AI, $1.3T from Starlink. Only $0.37T is actual space that RKLB is competing against. RKLB doesn't have AI, nor a Starlink equivalent. Yet, tards still believe a second fiddle space company is worth more than an ridiculously overpriced SPCX.

MG73w

I've held RKLB since $10ish, I want more, but definitely nervous at this point. I'll absolutely buy more if it dips into the $55ish range. I'm not sure Semi's are done yet, I've noticed some of the laggers have been showing signs of catching up in the last 1/4.

cbusoh66

SOFI is a bank, gets banks' PE RKLB is a $20-$30 stock, it has no business being an $80 billion company.

oddfinnish1

Yes, but RKLB can moon in a heartbeat. I stick no greater than 14 DTE and really low delta (below. 20).

AlasKansastan

I am not looking forward to this. I own RKLB but still wish Elon and his companies were banned from public trading. He’s a thief and a circus. Elon has nothing to do with his companies, other people did all of that, the public just slobbers all over his junk. He stole his ‘genius’ and fired those who made his companies what they are- shame on those who look up to him.

RegardEngineer

OP thinks that everyone is regarded like him. Bro, you have RKLB but you choose what you are, a galactic virgin...

corundum9

so does ASTS and RKLB but that's not stopping investors.

Prudent-Air1922

I remember playing around with options 2 years ago after reading a post on here. RKLB was like $6 at the time... Crazy to think $500 could have turned into like $250,000 if you bought the right lottos back then lol

AnchezSanchez

> This stock has changed my life, in since $7 Yeah...... been in since $3.70 or so and its all in my TFSA - which means no tax on gains here in Canada. My position was kinda fortunate timing.... I moved into the space industry in 2023, previously I didn't really know much about space. My initial position was more along the lines of "wow working with space X is a total PITA, whoever of their competitors can actually get even close to them is gonna clean up" and so bought RKLB. I *then* learned about all of the other cool stuff they are doing, and now, 3 years later am a lot more well versed in the industry. They have acquired incredibly well, targeting some of the key supply chain issues in satellites (optical terminals, solar) and developing others in house (thrusters). I do think they are probably overpriced now and may soften my position a little over the coming weeks. Difficult to gauge what the SpaceX IPO will do to the space market.

AncientAd3846

Anyone going in on CEG or RKLB?

vinkulafu

Please sell CCs on TLRY or CLOV. /s Yeah, I’ve to say bye-bye to my APPL and RKLB shares soon. Just in time to have cash for SPCX.

sarkarbeats

This is the regarded stuff so hard to explain to a nonregard. You could throw your hard earned money into actual legit space companies also benefitting from the spaceX ipo rerating the space stocks, causing momentum lift RKLB, ASTS, PL, etc. In case it fails or market conditions change, at least you are holding shares in a company that has a probability of doing welll in the future… Instead you throw your money into actual SPCE, a spac, hmmm… Hope you make money but damn….

ipreferanothername

sounds like you made it personal - you took advice from strangers, taking that advice is on you. you have to do some research/due diligence. someone could just be pumping random stocks hoping to get their shares a little action so \*they\* can dump them. if you are gonna bother with a penny stock pick just a couple you might be interested and look into their history and plans, then just invest in a couple. and maybe invest in some less risky stuff. you could have done some more research, gotten into RKLB at like $30, and be looking pretty good right now. dont sweat it, just learn to improve.

russwestgoat

I remember back when Tesla was running up like this and I thought it’s going to crash it’s going to crash and missing out. RKLB is the next best thing

hedgepog0

Maybe there’s a good reason that Virgin Galactic seems to be the ONLY space related stock NOT pumping? It might have some sympathy movement but buying literally anything else in the space bucket seems like it may give better returns. Also, just because something’s up doesn’t mean it can’t go up more (ex RKLB at $20, $40, $60, $80, $100, etc.).

Kenbarlow78

I’m backing OKLO. Love the idea of smr’s. Nuclear has been delayed sooo much over the past three decades but has been a cleaner, safer, more efficient power source than gas and coal all along. There’s finally a push on nuclear and Oklo seems to be flying through the regulation process. Their pilot reactor is due to reach criticality in the next 6 weeks, and I wouldn’t be surprised if they had commercial approval by early 2027. Worth noting as well, is that I’ve been seeing pics of Jacob Devitte sat at tables with likes of Musk, Zuckerberg and Thiel, and is part of the White House science advisory council. He and his wife may not be household names yet, but I’ve a feeling they’re going to be the latest tech billionaires that people love and hate in equal measure. $OKLO 🚀 (Also, my biggest position is RKLB, and I won’t be selling a single share of that till I’m ready to retire 🤑😂)

Leader-Artistic

Where is RKLB? Stock has been metioned ALOT

kill-devil-films

He’s holding RKLB bags is the only explanation for that comment. SPX is a decade ahead of them

Peppertheredfox

Wow, that’s brutal. I’ve had a few. Sold my PLTR at 20 and a ton of RKLB at 7.

Most_Lingonberry_409

ASTS and RKLB have run up too much imo, hence have more limited upside remaining.

Pale-Silver-8178

Just buy ASTS or RKLB why buy that TRASH!! or NASA etf dont blow 80k regard

djklmnop

I'm kind this way too but I'm learning to take advantage of time. Couple days ago I bought call options for RKLB at close when it dropped to 124. This is when they announced the 90 million contract overnight and had a successful launch in the morning. Well morning came and when the market opened, it spikes up. I sold immediate cause I'm so used to it dumping right away when there's a big candle. I sold and took in a nice $2800 profit. But had I held it went up another $10 which would have been a hell of a lot more on those contracts. Even when I was up, I only sold because I was afraid of losing it.

Separate_Asparagus94

I think next week I’m going to buy calls on RKLB, Qcom, be. Has anyone been doing this? You must be rich af

Separate_Asparagus94

Should I start buying calls on Qcom RKLB and be ?

Hour_Tie1533

Hello everyone. With RKLB, consider the potential impact of launch delays on the timing of revenue recognition. The value of LEAPs is highly sensitive to when those future earnings actually hit the books, so factor in a buffer for possible slips in their launch schedule.

taffy_laffy

that 18k in RKLB woulda been worth over 200k.

No_Kangaroo_8713

I was thinking about buying the IPO but decided to go a different route. Instead I decided to go with ASTS to compete with Star Link along with RKLB and LUNR. I don't want to invest in SpaceX because Elon will control 80+% voting rights and the IPO isn't following normal rules. It smells fishy to me.

bostonfan148

Why RKLB over spacex?

Cl0wnbby

I think RKLB is going to eat their lunch (in the long run) and they’re valued at $78 billion.

Specialist_Exam_8433

It's 2/3rd Lockheed valuation when RKLB doing 200 million a quarter in a field with no clear path to profitability except telecom (space) vs LMT 20 billion a quarter in a growing field (defense) lmao. But even if it does go down it's just going to go right back up tbh. Scam stock like TSLA.

Big-Material2917

See I think they’re just so small in comparison that it’s not gonna be a big capital shift from current space stocks to SpaceX. Or at least to the degree it does happen, there will be a much larger wave of people who are now thinking about Space Industry and wanting to invest in alternatives to SpaceX. So nets positive for these stocks. Imo. We’ll see. I’ve got a lot of RKLB, RDW, medium amount of BKSY, ASTI, small amount of VOYG and LUNR. RKLB is and will continue to be an incredible company, RDW arguably one of the more undervalued space plays if that’s what you’re looking for. But it also ran a bunch the last couple weeks so I’d be aware of that. So has RKLB but that was because they had really good earnings.

Practical_Finger_886

https://preview.redd.it/9shpnxqc2z2h1.jpeg?width=1168&format=pjpg&auto=webp&s=736c8bf52e252749604cb221d714ea327fc03636 I’m doing fine thank you. Had to roll some APLD and RKLB for a near term drop. Bought them back to recoup the loss and then made money. I guess I will apologize to OP for actually trying to help instead of being a mindless troll doom scrolling through and commenting just to be seen.

Stats-Anon

Oh yeah, I bought RKLB and it's been a wild 4 months!

bone_a_fide

I'm here for it. Holding 1000 shares of ASTX (also hold ASTS, RKLB, and MDA).

callsonreddit

why wsb obsessed with RKLB if PL is +1,100% 1Y

ThinkAgainBro

I think they posted some 18B in revenue? Their current IPO valuation is 100x that. They have a pretty substantial moat and strong government contracts, but with companies like ASTS encroaching on Starlink and RKLB encroaching on medium launch, I have my doubts in Elon’s leadership to expand into other profitable areas. I’d put the valuation between 500-750B (including hype). 1.75 is outrageous and an obvious rug pull

SufficientWedding806

BKSY has more room for growth than RKLB

Invest0rnoob1

I don't care about any of these companies. I just want to make money. My 4 positions are GOOG INTC IONQ RKLB. I bought GOOG and INTC in 2022 and added more to intel at 20. Not buying the most hyped stocks in a bull market is dumb to me. It's like people are handing out free money, and you're saying no thanks. I have investment morals lol

MethFistHo

I became a millionaire for the first time just yesterday! Position: $400k in ASTS, $200k in RKLB lol

Thevsamovies

Dude I feel you. I've made a killing on space but I would've been obscenely wealthy if I just bought into RKLB instead of holding some other names. Lol

AnonymousTimewaster

Well I guess my idea was to base the allocations on mentions within the original thread. Since RKLB and ASTS weren't allowed, I wouldn't know how much to allocate to them

babyd42

I'm not sure I have firm numbers, I just go by volume if there's no specific trigger. When volume drops significantly there's a move in one direction coming soon. If the last move was down big, a reversal is usually next. With space x dropping in the next few weeks I've trimmed here and am holding about half my buy. It'll probably move with space x for a while. There's been a recent trend dislocation with ASTS no longer moving in lock step with RKLB. Usually one or the other predicts the move of the other the next day.

SigTauDan

If spaceX is worth 2 trillion then RKLB and ASTS is insanely undervalued rn

BaconOSRS

I sold 450 RKLB shares at $4.40 each to buy my ring in 2024 if that helps you sleep a lil better lol

Scared-Signature-452

I am really worried about all my nasdaq stocks. Should I go to all cash for the next few months? does anyone have any suggestions -- I have MSFT, ASTS, META, ROKU, INTC, PLTR, AMD, RKLB

aburr1894

My friend said RKLB will be his ticket to retirement. He’s the best investor I know.

happyegg1000

What would you recommend? I’ve been tracking RKLB but it feels too late to get in honestly with how it’s been running recently And yes I’m staying away from spacex with a thousand foot pole lol

StyleFree3085

worry about weaker RKLB and ASTS first

Worried_Quarter469

It was doing pretty bad earlier this year, but might have turned around with Amazon and Micron and RKLB +++

NoProfessional4650

I’d have a heart attack if I full ported into anything. That being said I’m gonna put $50k into RKLB

Krigrim

Chilling full port RKLB is the easiest play of my life

Even-Ad-6518

To add a little detail to Chris and Chainer's comments: Theta decay on LEAPS isn't nearly as bad as it is on short-term options (squinting really hard this might be what Chainer is talking about). Yeah OTM LEAPS are still risky, but as Chris is saying it can be a really nice way to get leverage if that's what you want, especially with and during the large drawdowns we've seen in volatile trades like AST and RKLB. I usually can find and aim for like realistic 2x-3x max 'limit leverage' if I've got a high-conviction ticker I want to bet on during a significant drawdown (like: if the price went to infinity the LEAPS would return about 2x-3x what stock would, bought at the ask at the same time).

iisconfused247

So you’ve been buying deep ITM leaps on RKLB? Wouldn’t further OTM be a better ROI if you really believe RKLB will grow to whatever strike you pick? New to leaps so trying to understand

ToSeeAgainAgainAgain

I found the post yes, but still, don't you wish you did kept up with RKLB? Up 90% YTD. ASTS up 42% YTD. That's why it seems weird to me to exclude either stock from this type of lists. People read these type of posts and get excited about stocks, and some of them will lose money picking future losers Kraken or Ondas or Nuscale, and some of them will lose money by not picking winners like RKLB or ASTS simply because those stocks were excluded from the list for a banal reason, even though they are legitimately part of reddit's favorite stocks with proven track record and technology. At the end of the day it's your post, I'm just saying it's a weird choice

Overall_Option_8883

ASTS RKLB millionaires from some DD on wsb

AnonymousTimewaster

Partly because the original post also was predicted on the question of "*Apart from ASTS and RKLB* what are your favourite picks"

ch33ky_n1nj4

Don't care. By the time that happened, RKLB PL FLY and LUNR already doubled. I rather place my bets on stocks with a chart that consistently goes up every quarter instead of a stock that's been flat until the CEO decided to get his shit together after radio silence PR. You aren't reaping the benefits of having gigantic balls. Sounds more like coping while others are already ahead

DrSeuss1020

Lmao ya ASTI im just holding to see if we can squeeze any more juice out of a data center in space play for them. RKLB I owned and sold way way too early, happy for those that kept holding

overitallofittoo

When is ASTS going to crash? RKLB? You sold those when the doubled? Tripled?

Practical_Finger_886

1. Not sure how it’s “mindless advice” considering he is worried about taxes. 2. If he rolls into a much higher strike call it $150 for Mar ‘27 he will pay \~$800 total. The stock “returns to earth” he collects the premium. 3. Don’t think he is trying to “generate income” considering he is worried about selling/taxes. 4. Long term hold is the way to go for RKLB regardless.

somekindafuzz

No RKLB? I got in at $4 and out before the huge run up but still made plenty. ASTI fucked me too, screw those guys. Reminds me of that scene in the Wolf of Wall street where they cut to a busted down shed...

callsonreddit

I think RKLB drop on Tuesday because of launch issues Good dip buy

JediRebel79

You wouldve been better trimming RKLB as the share price rose. APPL hasnt had its turn in the spotlight yet

DrSeuss1020

RKLB holders been eating very well

saab93boi

For me it was about disruptive themes. I'm always trying to stay a step ahead and have some exposure in some future theme. Obviously many don't pan out due to macro headwinds, being too early, or just lack of interest like cannabis and CRSPR. But buying at such low market caps your risk level is really low. On the other hand when the themes do take off, you look like a genius. During some time after COVID I had mapped out about 10 themes I really wanted. Included were space, quantum, and many of the parts of the AI build up. I usually try to choose 1 stock I think would do best. When the theme runs, they all usually do well so you win regardless. I jumped in RKLB at 3, QBTS at 1, and AMD in the 60s. Those have run hard and I've held on most. Only ones I've trimmed are QBTS because it still felt speculative to me. Those stocks have taught me to have more confidence in my conviction, so when I discovered NBIS, I decided to invest more this time around. I bought in the 20s/30s and have held every single share since. What helps for me is that I'm not much of a trader. I have a long term investing mindset and don't need to stare at the monitor all day watching every tick up and down. I buy, I hold and the payoff has been great. But I'm still holding some losers for a while as well like PATH and OUST (bought as VLDR).

Deep_Pattern7103

KEEL was my favorite stock. I got in at $1.50 with $500 and it went to $4… I decided to go balls deep full port it at $4.30 and it went down to $2.30 so I sold to buy RKLB which worked out well. I still own 60 shares in my ROTH IRA but man do I wish I kept accumulating shares during that dip. I’m going to keep adding to the position over time DCA

Overall_Option_8883

RKLB great earrings and ASTS shipping satellites and SpaceX starlink is the profitable part of the business so ASTS looks like it will be hugely profitable since it's going to connect to everyone's cell phone 

crazyhiit

Yes, RKLB is not yet making a profit, has a lot of in-the-works products and space tech seems a little ‘out there’… But if you be that diamond hand that can hold through ups and downs… market has a strange habit of rewarding many fold. Remember that

SkepticalInvestor21

Ouch, that's brutal timing. Options can be psychological torture - you made the right directional call and still lost. The theta decay and volatility dynamics in options mean you can be right and still wrong. RKLB has been on a tear recently with the neutron news. The hard lesson most options traders learn: being right on direction isn't enough, you also need to be right on timing and volatility. The intrinsic/extrinsic value split matters a lot more than people realize when they're learning. Hope the next setup works out better. Position sizing on speculative options plays - never more than you're genuinely okay losing completely.

gopoohgo

It will.   A lot of profits from the massive RKLB, ASTS runup is going to migrate to SpaceX

SkepticalInvestor21

Nice timing on that entry! RKLB has solid fundamentals backing the rocket hype - they're one of the few small launch companies that's actually delivering vehicles to orbit consistently, which is more than can be said for most of the competition. The Neutron development timeline is the key overhang. If they can hit medium launch capability while maintaining their small launch cadence, the valuation becomes much more defensible. Right now a lot of it is priced on that promise. What's your exit thesis - riding the momentum or is this a longer-term hold on the space infrastructure thesis?

The-zKR0N0S

I agree. RKLB is my largest position but I think we are at lunacy levels now. My cost basis is $27 per share and I can make a reasonable argument for up to maybe $50 per share. ~$130 is lunacy and $250 is beyond lunacy.

Deep_Pattern7103

Love the idea, that’s why I have my ROTH IRA and Chase account. For index’s and long term stock holds. Ive already put half the gains into shares of companies I plan on holding for a while (RKLB and ASTS). I’m leaving the ASTS calls because my thesis hasn’t changed and I believe we continue to run all the way into July. I’m young and live with my mom so I’m aggressively investing $800-1200 in my Roth IRA per month into indexes and MAG 7. If I blow up this account by 50-70% I’d be okay with that. At least I gave myself the opportunity to grind this account up to 30k+ and still have my safe shares to fall back on.

Deep_Pattern7103

I thought so too… I’ve done 8 different options only missed 1 since starting. Hence the $300 to $14k. I’m due for some serious anal probing. But I’m also not gonna give up on potential gains just because I got in pretty early on this space run. I think ASTS and RKLB continue to pump through the summer before the sector pulls back / dies off in fall. Obviously the market could just crash at any moment tho.

DrSeuss1020

I’ve also sold out of many names that would have materially outperformed some other names (sold PLTR at the $8 lows was one of my biggest regrets and RKLB/MU). Just remember it’s only the fool who trips on what’s behind him

Agreeable-Bee-3449

Not a financial advisor but I like to do a core + satellite approach. Where the bulk of my money is in a broad index etf (like VOO or VTI, VXUS, VT etc) and then I supplement that with more risky individual investments. My satellite rn is GOOG, MSFT, MU and RKLB

oddfinnish1

I am up over $7,608 on the year from RKLB LEAPS. Looking at your contract it is currently at a .87 delta. I would roll that sucker to the same DTE but move the strike to .80 delta which is $ 105. You take profit but still maintain the LEAPs advantage of a .80 delta movement.

KrustyLemon

Bought GOOG due to demis hasabis. Bought ASTS due to the tech. Bought RKLB because every billionaire was making rocket companies. Bought SMH due to chip shortage during pandemic as it was identified to be a bottleneck. Bought MU due to reddit DD when it was $90. Bought GSAT due to apple rumours. I buy VGT weekly due to technology always moving forward.

MemeLord1337_

Missed this stock. Gutted as I’m a man to throw money at things. I put 10k into ASTS back in December, it is doing well but I clearly picked the wrong stock out of the two. I will make money on it no doubt, but still. Praying RKLB drops to 90-100, I will put some decent money behind if so.

SkepticalInvestor21

Congrats on the gains! RKLB has solid fundamentals compared to most WSB plays - actual revenue, real customers, and execution on their small launch business. The question is whether the valuation can grow into the price after this run. What's your exit plan? Taking some off the table after a big move is never wrong.

SkepticalInvestor21

Not familiar with RKLB's specific fundamentals, but if you're betting against it, hope you sized appropriately. Rocket Lab has been surprisingly resilient - they've actually been executing on the business side better than most space SPACs. That said, the valuation multiples for space companies can be brutal when sentiment shifts. What's your thesis and timeline?

DrSeuss1020

I bought RKLB as well along with my ASTS years ago but sold out in the $30s. Big FOMO dropping that position but happy for all space stocks to succeed

millerlit

No one has mentioned RKLB largest catalyst.  It is golden dome and teaming up with Raytheon.  That will be largest revenue catalyst.  Even more than Neutron.

rhinest0necowboy

Sold 3/4 of my RKLB jan '27 calls yesterday. Last few times the stock ripped this much it retraced afterwards. Could absolutely keep going with spacex hype this month but wanted to lock in some profits. In your case the exp is so far out i might just hold

oklesgars

I know where you come from, but for me, the narratives are different. GME's one was "Redditors vs evil guys at Wall Street shorting a dying company". RKLB's one is more like "if executed well, this company might be the future, high risk high reward".

1foxyboi

RKLB $9000

Flipslips

Launch is not the primary income for RKLB. Space systems is. Building parts for satellites.

The-zKR0N0S

You raise some valid concerns. There is significant execution risk with RKLB. The idea is more-so that with Neutron they will be able to build their own constellations that will be revenue generating rather than just building other people’s satellites and launching them. Also, 2/3 of revenue today is space systems, not launch. Launch is the enabler of the business, not the revenue and profit generator.

The-zKR0N0S

You expect it to 2x in the next month for reasons unrelated to RKLB’s performance? Lunacy

completelypositive

$4 to $6 RKLB 50% was nothing to shake a stick at.

crazybutthole

Op said - "RKLB's vertical integration is second best in the current space market" In other stock I don't pay too much attention to vertical integration. But with rocket ships I think it's more important than normal I think we should prepare for 61% drops

QTpieme

Asts and RKLB buyers ate

BoredandTypin

ASTS and RKLB are still very solid bets.

goodtimesahead007

Is this a sign that the top is in.. time to sell RKLB?

hoya_doing

I thinned out my penny stocks to just 4. But damn right I'm still holding all my RKLB shares though! Currently sitting on +2300%. Definitely space season just around the corner.

chchom22

I think I sold sofi the same day as you 😂. On the plus side, that event is probably why I haven't sold my RKLB and ASTS $5 entries.

AncientAd3846

Dude shout out to RKLB for saving my port from spy theta yesterday. Enlighten me on MRVL if you will 🤓