Reddit Posts
thanks for showing SLS, and how to use Reddit to find the next take-off
Why shouldn't individual stocks make up most of my portfolio if the goal is to accumulate wealth?
NASA Selects Rocket Lab to Launch Sun, Earth Sciences Missions
RKLB pivoting to anal probing business model
climbed the mountain just to fall straight down.
Why is the market completely ignoring $MDA SPACE ($5.5 BILLION MARKET CAP $43 B back log)
How does Federal spending stack up on some of Reddit’s favorite space tickers?
Will SPCX keep pumping and trashing other space stocks?
Intuitive Machines (LUNR) is the most undervalued play in space.
Rocket Lab just put up its best quarter ever and the stock is down ~25% from its June high. What am I missing?
SpaceX is gonna rocket then drop to pennies but we have an opportunity here
SpaceX is gonna pump then get dumped but we have an opportunity
SpaceX is gonna rip and options is the best way to play
Space(notX) is the biggest loser today
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.
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
NASDAQ adds five companies to NASDAQ-100 index in quarterly rebalance
SpaceX: People are getting this IPO wrong
$35,000 gain in a month from trading the SpaceX IPO runup
5 moonshots I'm willing to hold through a 50% drawdown
My $700k all-in bet that US drone pure-plays are going parabolic in a couple of months
My $700k all-in bet that drone pure-plays are going parabolic in a couple of months. $AVEX $AVAV $KTOS
I screened for stocks under $20 and these were the most interesting names I found
Space Sector Mania before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO (Regarded Vibe DD)
Space Sector Mania Before IPO Thesis (Regarded Vibe DD)
Space regard checking in before launch.
Having to sell $10k to pay bills. Which one would you pick?
If space X is overvalued then RKLB is 5x worst. RE GAIN.
I've made a lot of mistakes since I started in late February, but I don't think opening all these positions today is one of them.
Anyone looking at space stocks before spacex ipo?
Anyone looking at space stocks before the SpaceX IPO?
anyone looking at space stocks before spacex ipo?
Anyone looking at space stocks before the SpaceX IPO?
Anyone looking at space stocks before the SpaceX IPO?
Anyone looking at space stocks before the SpaceX IPO?
I was banned... But now I'm back.... (LUNR)
How do you think the SpaceX IPO will affect other space stocks (RKLB, ASTS, LUNR, etc.)?
4 year road to 1 million. No options, only stocks.
The SPCE squeeze setup may be better now than before
The SPCE squeeze setup may be better now than before
SpaceX IPO Might Make Virgin Galactic ($SPCE) The Hottest Meme Stock of Summer
Why is RKLB so much more popular than LUNR here?
Can't buy SpaceX directly yet. Here's everything that moves with it.
SPCE is flying high, but don't tell me it sucked fuel from other rockets
I sold my RKLB and ASTS and went all in SPCE!
It ain't much but it's honest work
Why im holding RKLB through SPCX listing and why you absolute degenerates buying SPCE thinking its SpaceX deserve to lose your money
Which companies am i missing from my "Space" themed investments?
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
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
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
Can someone explain the actual SPCE thesis beyond the ticker meme?
Out of a job, but making more day trading
How Im playing space stocks before, during, and after spaceX IPO
SpaceX IPO next month: How do we think institutions will play $RKLB?
The $SPCE DD no one is talking about - blastoff to $50
The only lesson I’ve learnt during last 1.5 years is to stay invested
THE WHOLE SPACE SECTOR IS RED AND WE ARE GREEN. THE VIRGINS LIVE.
Week 6 Update: Back in the game — CSCO earnings win, then NVDA + SOFI
RocketLab COO - Frank Klein, Chief Operations Officer, on May 26, 2026, sold 44,390 shares in RKLB for $6,328,838
Mentions
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.)
what about RKLB? WIll it make a comeback looks to be doing alot better than ASTS
RKLB will see $50 before it sees $130
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?
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
AAPL RKLB CAT \#UncPort
Don't understand why so much love for ASTS and 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 CAT AMZN personally
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.
RKLB GOOGL MRNA None of these started in my top 3.
RH showing 30% and 25% for ASTS and RKLB
remindme! 1/1/27 $MU 2000 $NBIS 400 $RKLB 200
https://xcancel.com/ValueInIdeas/status/2073244523149262997 RKLB on Fox
I’m curious what makes you think the spectrum usage is so limited, because I haven’t heard any analysts/redditors/news or official RKLB PR mention such limitations. I feel like there must be more to the story.
That’s actualized profit. I sold out of RKLB. Have about 2000 shares to buy to get back to a full position in Hive. More looking for help find a crack in the thesis. Im good with position sizing… Its also not a yolo. I posted my actualized gain so I would have to hear this crap
If you’re so convinced of Hive, sell all your other shares and all in. Especially sell your RKLB. Otherwise it sounded like you’re just asking AI to write you something on WSB for exit liquidity.
It isn’t. It’s a gated portion of the L-band that is reserved primarily for emergency use. The instant RKLB tries to use it for purposes other than the specified communication purposes, the FCC will revoke their operating license. Basically, if RKLB wants to use that spectrum for any purpose other than what it is currently being used for; they have to apply for, be accepted for, *and pay for* that new spectrum. Narrowband gated spectrum licenses have extremely strict regulations surrounding them, you can’t just use them however you want.
I think the most valuable thing out of this deal for RKLB is the spectrum. If the acquisition goes through, I don’t see them giving that up. Maybe they potentially split off Iridium but keep the spectrum and lease it back.
Unironically, RKLB likely bit off way more than they can chew, and I wouldn’t be shocked to see them split off and sell IRDM in a year or two. One of the biggest uses of IRDM’s satellites right now are emergency communications. EPIRBS, PLBs, ELBs, etc. Now RKLB is on the hook for making sure those services have 0 failures and 0 downtime, or they’ll lose the contracts that actually pay for IRDMs services. That aside, IRDM is getting sued for financial manipulation and failure of fiduciary duty. Damages from the loss of that suit would fall on RKLB directly (owing IRDM shareholders more shares, cash, or even having the deal fall through as well as pending SEC investigation and penalties for insider trading and collusion).
Breaking news: Micron and Nvidia Invest 4 billion dollars into RKLB to turn rocket ships into flying data centers
LUNR is the best buy right now because it's way undervalued, RKLB and ASTS are not.
I think the obvious answer is RKLB
lol moron. I was in RKLB from $4 to $70. I know this company better than most. Please create a DCF justifying 65B…if you even know what a DCF is
Just buy RKLB what are you stupid
If the Nasdaq dropped 25% that means RKLB is down like 80% after already being down 30-40%, would be a no brainer buy but I’d crash out because my portfolio imploded
RKLB painful. Very painful. Goodluck to you. I cover the stock in a HF btw.
Damnit RKLB wants to rip but fucking commie mother fuckers
Hedgies are throwing naked ladders at RKLB. It should be $500 by now I did a TA
The fact that people are selling RKLB and ASTS because of some "news" about AI bullshit from Warsh just proves everything is fucking retarded and we live in a casino
Of course, all their profits are from space applications (Starlink), which is the area RKLB has just entered with acquiring Iridium.
Idk but hopefully people realize that RKLB actually has a business model with future earnings and they don’t start panic selling
Hell yeah. Love RKLB and I bought as many shared as I could when it was at $65 and bought more when it recently dipped to $80
I feel like ASTS/RKLB puts. I don’t think it’s gonna be drastic but I feel a drop/flat day is inbound. Cigarette after sex type beat from yesterday.
Got it with RKLB , that's after having my Bull spread wiped last week, to watch it tank to 80s then now a huge bounce. Feelsbadman
RKLB acquired IRDM giving RKLB more revenue. ASTS is doing a joint venture with Rakuten which makes them likely to get awarded the J-LEO contract.
why is RKLB and ASTS sentiment suddenly so high? Wasn't it just down 50%?
You're worried about RKLB dilution despite them actually making money - but you say ASTS great when they don't even make any money?
you can make money from ASTS because it's heavily shorted and positive RKLB news causes a squeeze - but around neutron launch they'll diverge and reality will set in for the bagholders. management has missed every single milestone, while Peter Beck has executed so flawlessly he beat SPCX to profitability.
RKLB dilution coming soon as they need to raise capital for the acquisition. Own both. Both great in their own right as long term holds
ASTS makes 7m in revenue, all from selling merch to bagholders. RKLB with this purchase is now more profitable than SPCX. never forget this. never fall for asts bagholder propaganda.
It is okay we all know that you bought RKLB at $150 and SPCX at $225.
So why not just YOLO into ASTS and RKLB?
they made a new acquisition with iridium. RKLB and ASTS trade together. sometime this year(around neutron launch) they will diverge and ASTS will crash to the depths of hell - because RKLB makes money, while ASTS has no business and makes 7m - all from merch sales.
SPCX is just a way to pay a management fee for a basket of stocks you could own directly, the fee drag is real when half the holdings are names you already know I split between ASTS and RKLB early last year and it's been wild watching them move on completely different catalysts, ASTS feels like a binary bet on their constellation working while RKLB has a more diversified revenue stream these days Not financial advice but I sleep better knowing exactly what I own instead of trusting some ETF manager to rebalance at the worst possible moment
This RKLB purchase has changed the game. RKLB is now more profitable than SPCX. This company caught up and has now - on financials at least - beat spacex to profitability. Let that sink in.
RKLB shooting up, feel like i've missed the boat with this one
I have SpaceX (got in 2024), RKLB, and ASTS all in six figure amounts. That shit alone will hopefully make me low 7 figures in the next two years, and it was literally my “fun money” / moon shot allocation.
I'm an early RKLB/ASTS investor with an irresponsible amount making up my portfolio. I'm insanely bullish and still am. But my God, this is such a stupid post I'm about to sell everything lmao
With the acquisition today RKLB suddenly became more profitable. 😭
Glad RKLB ASTS went back up, but still feeling highly regarded for not selling too much when RKLB was 150. I bought at $4 and change, take profit fellow regards
Well I have. I have RKLB with a $12 basis. Just rode to $150 and been getting gut punched for weeks back down to $80. We're climbing again, and i aint selling. That's just one example.
My wife and I put it to the test. She maxed her Roth IRA contributions for 2 years in one go, I convinced her to buy half FSKAX and other half she bought whatever people were claiming at the time (draft kings, fiver, Tesla, and some others I can't remember) Her FSKAX is higher than the others. She easily could've picked RKLB and PLTR though. But then you gotta time your exits too. with S&P, you just hold, reinvest and let it compound
No but I'm 10% RKLB, and AMD, NVDA, GOOGL were all up as well.
I did that over the last 12 months. S&P 500 grew 21.21% my portfolio grew 26.22%. It's not some magical system, I think I'm just lucky with trades. And short term does not equate long term. I do the wheel and that can have hard hits in pullbacks which I'm currently dealing with re: IREN and RKLB.
If you're at least breaking even, you're better off than me. Digging myself out of a deep hole from options trading and speculative stocks. Slowly heading in the right direction, but damn is it discouraging to think if I held RKLB or any semi stock, how much I would be in the green right now!
I meant buying RKLB. Wondering if this will keep pumping.
RKLB is buying Iridium for 9 times its sales.
Most likely no. Acquisition details have already been shared with the main point being that RKLB will purchase IRDM at a notional value of $54. IRDM will probably just stabilize around this price until mid-2027 which is when the deal will finalize. The entire options chain would have more or less already priced this in as of the announcement.
Sigh dude. Will fucking AMZN go back to 270 any time so I can unload this fucking anchor and get into something better like goddamn MU/ASTS/RKLB/DRAM? Fucking meme stocks hitting double digit gains every other day. Where as AMZN goes up like 5% and gives half or more back. After dropping like 20 goddamn percent.
What’s best case scenario for RKLB this week? $150?
Been saying RKLB $150 EOM for a few days now but I actually meant next month
RKLB and the b stands for bukake
Sold RKLB call, held the RDDT one. It's just gotta be brain damage right?
Ragurt not buying that $100 RKLB call someone said to buy in the weekend thread.
Port back at ATH Waiting to buy more AMPX and RKLB at steep discount Life is good
But, RKLB made up for that sin.
my body is a machine that turns dollar bills into RKLB calls
Yesss bro unfortunately I didn't play RKLB this time 😢
At least you haven’t been stuck in RKLB CSP’s for a month for $10k
Can't be upset making money. But damn I wish I held IBM RKLB calls a few more days.
SLS and RKLB beyond the Milky Way!
I mean...do they have the credit capacity? At a $54 / share take out price with 50% coming from diluting common equity, that leaves total debt burden from the deal on RKLB's balance sheet of around ~$3bn? Have trouble seeing a path to additional multi-billion dollar super levered M&A deals in the near term unless these guys are shitting out FCF hand-over-fist
Of course after I took a L on $RKLB at $80 it decides to shoot to $100
RKLB keeps mooning AH😮💨😮💨😮💨🤌
You're very young so you should be investing for long term so now is the time to take some long term risks. I see a lot of conservative feedback which is the opposite of what I recommend. If you make mistakes, you have a lot of time to make up for losses. Start looking at Space stocks where the future is going to be. It's for long term growth and not immediate: RKLB, STM, NVT, FLY, RDW, LUNR, PL, ASTS, BSKY, HAWK, VOGY, and of course SPCX. But research them, see what you like and understand and would enjoy following what they're up to and their results.
If you're not loading up on RKLB you clearly don't like free money.
Buy RKLB for generational wealth
Comparing the RKLB to a video game retail store. holy shit. lmao
>Iridium Communication's net profitability is also healthy, reporting $114.4 million in annual net income and an Operational EBITDA of $495.3 million, according to its most recent full-year audited financial statements. RKLB at this valuation is so fucking cheap it's insane. 250b market would still be the lower end of fair value.
RKLB hit 100 AH. god damn i was right on the money. if this week holds green and we keep this momentum, 120 is possible this week. my 100c plays looking juicy.
WSB actually has good takes. People were talking about e.g. RKLB for a long time before it pumped