$RKLB — FinTwit mentions on Surfaced

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39

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$RKLB

Rocket Lab

$RKLB

Rocket Lab

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About this stock

$RKLB has generated 3,020 mentions from 42 distinct FinTwit voices over the past 12 months, with activity beginning on August 23, 2025. The most-active voice discussing the ticker is @itschrisray (Chris Ray) with 743 mentions, followed by @spaceinvestor_d (Space Investor) with 614 mentions and @stocksavvyshay (Shay Boloor) with 276 mentions. The dominant discussion category centers on long research analysis of the company's operations and market position.

AI-generated from tracked posts · updated Aug 24, 2026

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Recent calls

latest 100 of 171

@stocksavvyshayJul 18, 2026 · 1:13 AM

The U.S. Air Force more than tripled the ceiling for National Security Space Launch Phase 3 Lane 1 contracts to ~$17B from ~$6B expanding the potential award pool by ~$11B. Eligible providers include $SPCX and $RKLB with funding to be awarded through future task orders. https://t.co/EfbtJEjbDe

@spaceinvestor_dJul 17, 2026 · 9:31 PM

$RKLB / $SPCX: SpaceX and Rocket Lab have been awarded modifications to previously awarded contracts for National Security Space Launch Phase Three Lane One that will cumulatively increase the ceiling by $11,400,000,000. These modifications bring the total cumulative face value of the contract to $17,000,000,000 from $5,600,000,000. The location and period of performance will be determined at the task order level. No funds are being obligated at time of award. Space Systems Command, Space Access, Los Angeles Air Force Base, California, is the contracting activity.

@photonbullJul 17, 2026 · 2:20 PM

Maybe the timing on $ASTS dilution was genius after all... Dropped similar amounts to several other high beta stocks on the day of the announcement And now up more than those high beta stocks a day later Even stronger than $RKLB right now Very interesting, but it is also super cheap here considering their IP and spectrum assets Worst case, I think they may get acquired if they go down too much

@itschrisrayJul 16, 2026 · 11:09 AM

$RKLB has been fully cut in half from its ATHs in just 1.5 months, yet the business is more promising than ever (especially after the $IRDM acquisition announcement). I can’t help but feel that this is a great buying opportunity for those looking to continue building positions in this name or enter it for the first time. Don’t forget that Neutron is launching soon, and that will fundamentally transform the company yet again. I personally will not be adding here as $RKLB already makes up about 70% of my portfolio and my average cost is in the $7s. If something crazy happens, however, and we see $RKLB sink even lower into the $50s-$60s, I may very well have to start buying again. Just in case it still needs to be said: This is my favorite company in the stock market that I continue to have the highest amount of conviction in. Not financial advice ✌️

@spaceinvestor_dJul 16, 2026 · 11:07 AM

$RKLB: "Rocket Lab's inclusion in the $5.6 billion NSSL Phase 3 Lane 1 program is a genuine vote of confidence. The value of that option rests almost entirely on Neutron's debut going well. A successful first flight would open the door to years of high-value government work and validate Rocket Lab's push to become a serious defense-launch player." https://t.co/0eLgsVyug4

@stocksavvyshayJul 16, 2026 · 12:28 AM

$RKLB is set to gain Iridium’s PNT chip which moved to commercial availability today and delivers authenticated LEO positioning and timing signals ~1,000x stronger than GPS. The technology already has interest from more than 150 organizations. https://t.co/dUovFoi9NG

@spaceinvestor_dJul 15, 2026 · 12:25 PM

$RKLB / $IRDM: Truly global and reliable PNT at the tip of your finger. https://t.co/i63q7jn6fH

@itschrisrayJul 15, 2026 · 12:17 PM

Can’t wait until $ONDS is trading 5-10x higher from current levels and people ask how I knew to buy “so much.” I fully expect to get the same comments as I currently receive regarding my $RKLB position. When I built my $RKLB position, it was similarly in the single-digit dollar range with a market cap around $4B (just like $ONDS now) - but I wasn’t on X at the time. Now that I’m on X, everyone can see me building my $ONDS position to a much higher share count than I did with $RKLB. Just a few shares at a time too (today I bought 5 shares). My portfolio has grown quite a bit in the last few years, but I still don’t consider myself wealthy and have a pretty average salary for my age. I can’t afford to buy 500 or 1000 shares whenever I want without liquidating other positions. But I don’t need to. Small buys are just fine at this point. So don’t complain in 2030 if $ONDS is $70+ and you missed out because you thought buying a few shares here and there wouldn’t add up. NFA

@photonbullJul 14, 2026 · 9:20 PM

Remember when space stocks went down 50%, then bottomed for a while, then $ASTS won J-LEO and $RKLB acquired $IRDM. And the entire space sector exploded upwards in a few days time. Photonics has a similar setup here in my opinion.

@spaceinvestor_dJul 14, 2026 · 4:19 PM

$RKLB / $KTOS: Stifel notes today that Kratos securing a massive $400M Department of War award is a massive positive read-through for Rocket Lab. Kratos designs the advanced hypersonic payloads while Rocket Lab’s HASTE flies them. Rocket Lab announced in March that under MACH-TB 2.0 Task Area 1, led by Kratos, they will perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period. More funding for Kratos hypersonic systems should translate directly into a surge of high-margin launch contracts for Rocket Lab.

@stocksavvyshayJul 14, 2026 · 4:12 PM

$KTOS secured roughly $400M in Pentagon funding to accelerate hypersonic and national-security programs. $RKLB is a direct Kratos supplier so more vehicle development could translate into additional HASTE launch orders. https://t.co/V1MsTfXDTM

@itschrisrayJul 14, 2026 · 3:15 PM

Love that $IRDM and $RKLB are pursuing a space application that won’t be competing with SpaceX, AST, or Amazon in the D2D consumer segment. Feels like a fresh, blue ocean opportunity (even though Iridium has been a big player in this space for a very long time).

@spaceinvestor_dJul 13, 2026 · 3:18 PM

$RKLB: Victus Haze goes a step further and is “interesting because [the two firms will] be taking turns for various roles throughout the mission [to] practice tactics and operational concepts for dealing with on-orbit threats,” Even Rogers, founder and CEO of True Anomaly, told Breaking Defense. “And so, we change, we switch roles, but we don’t have a designated role, it just depends on the mission we’re doing.” While the Space Force has given the two players a set of objectives to fulfill and set mission boundaries, he explained, the on-orbit game play is not scripted and neither company knows exactly how the other’s spacecraft will act.

@wliangJul 11, 2026 · 3:42 PM

$RKLB / $ASTS should not be sub-$100 stocks. Unfortunately, $SPCX was a retail magnet, round-tripped below its open price and sentiment dropped for the entire sector. Perhaps Blue Origin raising $10B and planning to return to flight by EOY could kickstart a sentiment flip soon? https://t.co/N1nL8OWzF1

@spaceinvestor_dJul 11, 2026 · 1:08 PM

$RKLB: Rocket Lab's "Hungry Hippo" fairing is one of the most innovative ideas in reusable rockets because it keeps the nose cone attached to the booster. It could potentially eliminate the cost and hassle of recovering or replacing a major piece of hardware after every launch. https://t.co/Qjzc4NkGLR

@spaceinvestor_dJul 10, 2026 · 3:04 PM

Let me introduce you to a piece of Rocket Lab history. After its SPAC merger in August 2021, $RKLB went from over $20 to $3.50 by April 2024. A brutal 2.5-year drawdown. Most investors gave up. Nobody remember the months of doubt, the fear, or the headlines calling it dead because SpaceX would eat its lunch. They remember the company that kept building, kept executing, eventually hit $150 and now considered the biggest competitor to SpaceX. The market rewards patience, not comfort.

@itschrisrayJul 10, 2026 · 2:00 PM

At this point, just send $RKLB to the 200 day moving average at $77 so it can bounce to new highs. https://t.co/LA74EZLHJz

@itschrisrayJul 8, 2026 · 12:52 PM

SpaceX in the trillions… Blue Origin at $130 billion… And $RKLB at… $52 billion? Something’s gotta give

@spaceinvestor_dJul 8, 2026 · 12:25 PM

$RKLB: Morgan Stanley reiterated an Overweight rating and $105.00 price target on Rocket Lab stock. The firm examined its valuation methodology for Rocket Lab following the SPCX IPO and the company's announced acquisition of Iridium. Morgan Stanley views Rocket Lab's acquisition of Iridium as broadening its total addressable market through the addition of connectivity services and positioning it as a vertically integrated space platform. The firm raised its bull case price target to $293 from $185 to reflect launch and connectivity upside. The company's $48.3 billion market cap is supported by strong revenue growth of 46% over the last twelve months. Morgan Stanley noted that while SPCX has significant scale and cost advantages over Rocket Lab, the firm sees Rocket Lab's commercial progress and Iridium acquisition as moving the company toward a $SPCX model.

@stocksavvyshayJul 8, 2026 · 12:17 PM

Jeff Bezos Blue Origin is reportedly raising outside capital for the first time seeking $10B at a $130B pre-money valuation. This is very bullish for $RKLB which still trades around a $48B market cap as one of the few pure-play space infrastructure names. https://t.co/uqfLMTMnFH

@stocksavvyshayJul 7, 2026 · 10:18 PM

I'm up more than 20x on my $RKLB position after going overweight under $4 three years ago. That return didn't come in a straight line because the stock has already gone through four separate drawdowns of 40% or more on the way here. This current drawdown feels no different because volatility has always been the cost of admission for long-term compounding in this name.

@spaceinvestor_dJul 7, 2026 · 4:29 PM

$RKLB: Neutron is a necessity. "In the last three to six months, the term I would use to describe customer conversations about access to Falcon 9 would be anxiety. There seems to be a panic setting in," Spice said. "There’s not as much conviction that Falcon 9 is going to be available for the merchant market out beyond what they’ve committed to the manifest."

@almacap114204Jul 7, 2026 · 3:40 PM

Roughly 3.5 years ago I put c.£15k into $RKLB, December 2022 and then followed my money with a further c.£15k in 2023. I could not believe the price I was paying for the shares $4 - $5. This was probably one of the best investments I've made, returning more than 20.00x I thought I would never find an opportunity as obvious or as mispriced again, but here I am again in disbelief... I genuinely cannot believe that Samsung Preferred's are trading at a 3.00x - 3.50x FY27 PE multiple. This to me is the most obvious investment in the entire market, Samsung Electronics is the most profitable company in the market... with: > Extremely clear forward demand from the AI industrial revolution > US, Korean and Chinese governments, and many other nations, currently "all in" on the sector > Extreme barriers to entry for new suppliers, technology, equipment, know how, etc. > Extreme secondary demand waves due to come into play and compound from 2030 and beyond with level 2 cars and robotics. Samsung Preferreds are my largest position My only frustration is that its a bit boring, I can't brag to you guys about finding some niche unknown stock, I can only point at the obvious that is right in front of you. The emperor is wearing robes and they are very nice #partyinkorea

@spaceinvestor_dJul 6, 2026 · 8:19 PM

$RKLB: "Now Sir Peter Beck, the Founder, CEO of Rocket Lab, has been pretty public about the why they wanted to acquire us. And that is, you know, they want to move into applications and be one of the only true end-to-end space companies.  And that's a pretty exciting vision that they've been talking about for quite a while. And in fact, looking for a way to do that.  They see Iridium as a way to jumpstart that effort and utilize really Iridium as a platform for future growth and success.  Now you might ask, "what was our why?" And I think, I think I've been pretty clear about it, that I believe with the increasingly competitive environment, and the difficulties really of being successful in space generally, is that the winners of the future are going to be vertically integrated, being able to bring launch, satellites, and services, or applications as they call them, all to space at once. And you know if you think about it, it really having all those capabilities makes it faster to get new services into space, it allows you to experiment and deliver better services to space, and it also really makes the business case easier."

@investmentguru_Jul 5, 2026 · 4:57 PM

$RKLB — Space economy consolidator Q1 2026 revenue hit $200.3M, up 63% YoY, with backlog surging 108% YoY to $2.2B. Just announced an $8B acquisition of Iridium Communications to expand into satellite communications — a major step toward becoming a vertically integrated space/defense platform, not just a launch company. Volatile , but the long-term “SpaceX #2” thesis is intact.

@spaceinvestor_dJul 4, 2026 · 2:02 PM

$RKLB: "We aim to have [Neutron] on the pad and launched by the end of the year. All those numbers are looking good Charles, you shouldn't have sold your stocks" -Sir Peter Beck https://t.co/odN4n0zV2U

@spaceinvestor_dJul 3, 2026 · 1:53 AM

$RKLB: "True Anomaly and Rocket Lab, completed a rendezvous mission for the U.S. Space Force last week so complex, it was like something out of "Top Gun." "And now things get interesting: The two companies are prepared to perform new exercises in the weeks ahead with increasing difficulty, which could include Rocket Lab’s Puma trying to evade True Anomaly’s Jackal and performing its own inspection maneuvers." "this is probably the most complex rendezvous and proximity operation between two spacecraft in modern history." - True Anomaly CEO, Even Rogers

@aleabitoredditJul 2, 2026 · 6:40 PM

@SUOHA_AI I remember first investing in $RKLB back at $15 or so. It just find it rare to get exposure to a downstream + frontier sector leader. So I’m personally not missing this chance again with $CCXI.

@spaceinvestor_dJul 2, 2026 · 5:39 PM

$RKLB: True Anomaly has found, approached, and imaged a Rocket Lab spacecraft, marking the successful end of the first VICTUS HAZE mission. True Anomaly CEO Even Rogers said the mission is trying to simulate the conditions of tracking an adversarial spacecraft, including not allowing the two companies to directly communicate outside of a trusted communications path. "This is pretty close to the real world," Rogers said. "This is all live. It really is a watershed moment for tactically response operations for the space community, particularly in low Earth orbit." Read more below: https://t.co/Ke2aLwhjCn

@itschrisrayJul 1, 2026 · 10:49 AM

Important takeaway from yesterday’s $RKLB interview with prominent members of the retail investor community: Pending no further complications, Neutron has a green light for launching by the end of 2026. 🚀

@almacap114204Jul 1, 2026 · 7:15 AM

$SIVE added back everything I sold back in May around 85 SEK for 53 SEK this morning, buying significantly cheaper than the institutions and post dilution makes sense to me. I have consistently bought growth stocks post dilution, it has served me well on $RKLB and $ASTS among others.

@spaceinvestor_dJul 1, 2026 · 12:00 AM

I bought $RKLB at $3.5 I bought $ASTS at $17 I'm telling you too, $RDW is one of those hidden gems in the space industry. IYKYK 🤝

@spaceinvestor_dJun 30, 2026 · 8:13 PM

$RKLB: LAUNCH DAY 🚀 NET: 9:00PM EST.

@stocksavvyshayJun 30, 2026 · 3:27 PM

$RKLB made one of the most important moves in the company’s history by acquiring $IRDM in an ~$8B deal. The bet is that the space economy will split between companies that own the full stack and companies forced to rent launch, buy components and lease the spectrum they run on. This deal is Rocket Lab making sure it stays in the first category by being able to design, build, launch, refresh and operate its own space infrastructure.

@photonbullJun 29, 2026 · 10:31 PM

More price target increases for $RKLB (also expecting some for $ASTS with J-LEO) Could be some nice fuel for this space sector rally, combined with the insane amount of shorts that piled in at and around the bottom Let's see how it plays out this time 👀

@spaceinvestor_dJun 29, 2026 · 7:36 PM

$RKLB: Plus, we all know Peter Beck is cooking a game changing space applications...

@stocksavvyshayJun 29, 2026 · 5:17 PM

I personally love $RKLB ~$8B acquisition of $IRDM because because its buying the network layer of space where recurring, high-margin service revenue lives. Launch becomes the cost advantage, connectivity becomes the monetization engine and combining both under one roof makes the company look more like a vertically integrated space platform. That is the same structural lesson SpaceX taught the industry with Starlink and Rocket Lab is now building its own version of that model through acquisition instead of spending the next decade assembling every piece organically from scratch.

@investmentguru_Jun 29, 2026 · 1:04 PM

$RKLB just agreed to acquire $IRDM in an ~$8B deal adding Iridium’s global satellite network, rare spectrum and 2.55M+ subscribers. https://t.co/MnNygw3xUo

@amitisinvestingJun 29, 2026 · 1:01 PM

This Rocket Lab $RKLB acquisition is a BIG deal and makes me really excited to continue being a shareholder. Why? Essentially, it feels like this is another step in transforming Rocket Lab from primarily a space infrastructure company into a vertically integrated space and communications company with recurring cash flows… - Adds a global satellite network - Creates recurring, high-margin revenue. Iridium generates subscription-based revenue - Accelerates direct-to-device and space connectivity Rocket Lab can now design, build, launch, and operate satellites while also owning the communications network that generates long-term service revenue… If $SPCX SpaceX is the whole Space-Stack, then $RKLB just got MUCH closer to competing with the entire stack. This company trades at a premium for a reason and has made MANY moves this year to continue justifying why they get that premium. If Commercial Space TAM with rocket launches and connectivity is in the trillions…Rocket Lab is going after every layer of that TAM with this acquisition.

@itschrisrayJun 29, 2026 · 12:55 PM

$RKLB is the only reliable, publicly traded, full-stack, vertically integrated, pure play space company. That’s it. Full stop. https://t.co/5fj4Tj0o5j

@ckcapitalxxJun 29, 2026 · 12:01 PM

Space is on fire premarket. $RKLB is acquiring Iridium $IRDM in a roughly $8 billion deal that turns it into a fully vertically integrated space prime. $ASTS is ripping on a possibility that the Rakuten/AST consortium wins Japan’s $1 billion J-LEO project. https://t.co/WyTsKyuUv0

@ftr_investorsJun 29, 2026 · 11:54 AM

$RKLB Rocket Lab will acquire Iridium in an $8B deal, combining launch, satellite manufacturing, and global communications into a fully vertically integrated space company 🚀🛰️ https://t.co/BHuHdF4WbK

@daniel_kossJun 29, 2026 · 11:37 AM

One beef I DON'T get is $RKLB vs. $ASTS They are not just both awesome companies with great leadership, but also very different and very very likely future partners. This is completely different than other debates where I often feel like one stock is much better than the other. So the debates make sense and I hate the "just own both" argument when one is clearly better than the other. But these two don't even compete 😅 It's in $RKLB's interest to have as many launch and service customers as possible. It's in $ASTS' interest to have a ton of future launch and service providers and optionality. Talk about shooting yourself in the foot.

@almacap114204Jun 29, 2026 · 11:18 AM

$RKLB is acquiring $IRDM for $8.00bn, bringing in their highly positive cashflows and significant revenues, Iridium generates c.$900m of revenue vs RKLBs c.$700m - so just like that the revenue multiple goes from insane to quite reasonable (assuming RKLB can grow the combined business at a reasonable rate). Synergies are obvious given RKLB's satellite manufacturing and launch capabilities. Very bullish for $RKLB and $IRDM shareholders.

@spaceinvestor_dJun 28, 2026 · 4:51 PM

$RKLB: Rocket Lab could be lining up one last launch before the end of the month. This time, Electron is set to deploy an iQPS SAR Earth-imaging constellation mission. NET: June 30th at 8:30 PM ET 🚀 https://t.co/zMjofOJjoh

@stocksavvyshayJun 26, 2026 · 6:07 PM

$RKLB successfully launched its 91st Electron mission and 10th dedicated launch for Synspective. https://t.co/GHMKYWixlw

@ckcapitalxxJun 26, 2026 · 1:44 PM

Hope i’m right in a few days. $ASTS $RKLB https://t.co/zWPZ25mOdk

@daniel_kossJun 26, 2026 · 1:42 PM

The $ASTS and $RKLB recovery will be violent. Why? Because everyone is waiting for them to bottom and will pile in all together once they think the trend is reversing. Don't catch a falling knife = ape in if you see green. Gonna be fun to watch.

@spaceinvestor_dJun 26, 2026 · 12:05 PM

$RKLB: LAUNCH DAY 🚀 Rocket Lab is set to launch Synspective's 10th Strix synthetic aperture radar (SAR) satellite aboard Electron from LC-1 in New Zealand. When: 12:45PM ET. The mission will further expand Synspective's Earth imaging constellation, providing high resolution radar data for infrastructure monitoring, urban planning, and disaster response across Japan.

@investmentguru_Jun 25, 2026 · 11:59 PM

$RKLB — NASA Just Handed Rocket Lab Two New Missions NASA doesn’t hand out contracts to companies it doesn’t trust. Two new missions = two more proof points that Rocket Lab is becoming the go-to small launch provider for the most demanding customer on Earth. ➡️ Backlog growing ➡️ Reliability track record compounding ➡️ Neutron on the horizon The space economy thesis isn’t slowing down — it’s stacking wins. $RKLB remains a core hold. Not financial advice.

@blackpanthercapJun 25, 2026 · 8:33 PM

$RKLB with big news. Selected for 3 NASA launches in 2027. Dang, happy I did not panic sell… -BP Not financial advice.

@spaceinvestor_dJun 25, 2026 · 8:23 PM

$RKLB: Rocket Lab today announced it has been selected by NASA to provide three Electron launches for two separate NASA missions - PolSIR and TSIS-2– from early next year. Rocket Lab’s extensive flight heritage across more than 90 launches, Electron’s proven deployment accuracy, and the company’s ability to meet the tight turnaround schedules for both missions were key driving factors behind Rocket Lab being selected as the launch provider. Rocket Lab will fly two back-to-back Electron launches for NASA’s PolSIR mission from Launch Complex 1 in New Zealand no earlier than June 2027. A separate Electron launch for NASA’s TSIS-2 mission will take place from the same launch site in early 2027.

@stocksavvyshayJun 25, 2026 · 8:14 PM

$RKLB was selected by NASA for three Electron missions including two PolSIR launches and one TSIS-2 launch from New Zealand in early 2027. The awards add more government-backed visibility to Electron and reinforce Rocket Lab’s role as a trusted NASA launch provider. https://t.co/ktsC9evHRy

@itschrisrayJun 25, 2026 · 4:06 PM

Feels like $PLTR and $RKLB are resetting for another epic run in the next 6-12 months. Mid 2024 all over again… NFA

@spaceinvestor_dJun 24, 2026 · 1:01 AM

$SPCX / $RKLB: Rocket Lab and SpaceX were selected among nine companies for the Space-Based Airborne Moving Target Indicator (SB-AMTI) program. This award accelerates the delivery of a space-based sensing layer designed to track and target airborne threats globally. https://t.co/Z9pt7qyN5z

@stocksavvyshayJun 23, 2026 · 10:25 PM

$RKLB says VICTUS HAZE makes it the first company to deliver both responsive launch and an RPO-capable satellite for a U.S. Space Force TacRS mission. Rocket Lab designed and built the spacecraft, launched it on Electron and is now operating it on orbit showing true end-to-end space capability.

@spaceinvestor_dJun 22, 2026 · 10:47 PM

$RKLB / $FLY "True Anomaly was originally slated to launch on a Firefly Alpha rocket. But Firefly suffered two mishaps in 2025 that grounded the Alpha rocket for nearly one year; it successfully launched again on March 11, but Space Force leaders have acknowledged its grounding delayed the Victus Haze mission. To overcome the launcher setback, True Anomaly pivoted to place its satellite on the SpaceX Falcon 9 CAS500-2 rideshare on May 3. Rocket Lab was originally slated to launch its spacecraft first, followed by True Anomaly. But the team used the situation to adapt, McClain says. Meanwhile, Firefly will support a future Victus mission with its forthcoming Alpha Block II rocket and a True Anomaly spacecraft, a Firefly spokesperson says."

@stocksavvyshayJun 22, 2026 · 9:38 PM

$RKLB made history with the fastest response time ever for a U.S. Space Force Tactically Responsive Space mission. Rocket Lab went from call-up to liftoff in just 16 hours and 42 minutes. https://t.co/vW1EccbmDm

@itschrisrayJun 22, 2026 · 2:28 PM

$RKLB | Rocket Lab’s business is stronger than ever, but the stock continues to get dragged down with the rest of the space sector. Seems like a buying opportunity… 🤔 NFA https://t.co/i2lAhxDVbB

@spaceinvestor_dJun 21, 2026 · 11:31 PM

$SPCX / $RKLB / $FLY "The end goal is to develop and deploy effective response mechanisms to rapidly restore critical services to minimum levels or higher, on tactical timelines of hours to weeks, in response to demand surge needs, lost assets resulting from potential adversaries’ [anti-satellite weapons] engagements, or orbital debris collisions," the RFI states. With adversary advancements in the space domain putting more demand on the Space Force, the service has been exploring ways to increase the resiliency of its constellations. While one method has been proliferating large numbers of satellites on orbit to add redundancy, the Space Force also wants to reduce the time it takes to put new systems in space.

@midascabalJun 21, 2026 · 12:24 AM

$RKLB is insanely undervalued compared to $SPCX SpaceX. Here's my in-depth analysis on $RKLB using @asymmetrix_xyz. TLDR: "Rocket Lab is evolving from a niche launch provider into a full-stack space infrastructure giant capable of capturing increasing orbital demand with high-margin recurring space systems revenue" Follow me for more FREE analysis on potential 10x companies.

@itschrisrayJun 20, 2026 · 8:03 PM

🚨 $RKLB is confirmed to have launched its VICTUS HAZE mission yesterday from New Zealand. This is a critical mission that will demonstrate rendezvous and proximity operations for the U.S. Space Force’s Space Systems Command (SSC). $RKLB was given just 24 hours notice prior to launch. The mission is designed to improve Tactically Responsive Space (TacRS) processes and timelines to demonstrate the SSC’s ability to respond to on-orbit threats on very short timelines. Success here has big implications for Golden Dome contracts in the future… 👀

@spaceinvestor_dJun 20, 2026 · 7:04 PM

$RKLB: Victus Haze Confirmed. Rocket Lab's confidential launch from June 19 was a Pioneer spacecraft launched aboard Electron from New Zealand. Its objective is to demonstrate the ability to rapidly respond to an unknown or potentially threatening object in orbit.

@blackpanthercapJun 19, 2026 · 4:07 PM

Something looked broken when $RKLB fell 30% off its May high running into the $SPCX IPO. Nothing broke...nothing... $SPCX went public. Priced at a historic valuation. And for about a week, the whole space sector got treated like every name in it suddenly competes with a company doing reusable heavy launch at a scale nobody else is close to touching. Traders sold the basket. $RKLB got dragged down with names that actually do compete with SpaceX. Rocket Lab doesn't. Electron is small-sat launch. Neutron, still in development, is medium-lift. SpaceX owns heavy lift. Different layer of the same market, lumped into the same selloff because the tape doesn't care about layers. While the stock was falling, the business was doing this: > Record $200.3M quarter. Up 63.5% year over year. > Nasdaq inclusion this Monday, same day as $NBIS. > $816M Space Force Tranche 3 award. Landed. > KeyBanc upgraded to Overweight... specifically citing the SpaceX-tied dip as the entry point...with a $135 price target. The crowd read "space sector just got a new mega-cap" as "Rocket Lab's business got worse." It didn't. I get why the conflation happened. SpaceX is the loudest name in the room right now, and when the loudest name moves, everything sitting next to it moves too. That's just how baskets trade. But the backlog grew while the price fell. That's not a warning sign. That's the setup. Still holding $RKLB. -BP Not financial advice. Your money, your decision.

@spaceinvestor_dJun 19, 2026 · 2:57 PM

$SPCX / $RKLB / $RDW: Imagine what this means for the future of Orbital Data Centers... Bullish for space solar 👀

@blackpanthercapJun 18, 2026 · 6:39 PM

Four days until $NBIS and $RKLB join the Nasdaq-100. Passive funds have no choice but to buy. -BP Not financial advice.

@itschrisrayJun 18, 2026 · 4:19 PM

I want my stocks to go up as much as anyone else, but I also appreciate when names I have super high conviction in trade sideways for a while and let me accumulate. My salary isn’t crazy high and I don’t have boatloads of cash coming through the door, so periods of boring price action really help me build out meaningful positions. It happened with $RKLB and it’s happening now with $ONDS. I’m not mad about it.

@itschrisrayJun 17, 2026 · 5:53 PM

One of the simplest theses for $RKLB is that it’s a leading component supplier for the entire commercial space industry. As the space industry grows, new businesses form, and new satellites & spacecraft are built, $RKLB will continue to supply the parts and prosper as a result.

@spaceinvestor_dJun 17, 2026 · 5:44 PM

$RKLB: If you liked Rocket Lab at $150 last month, you should love it at $110 today, especially after the Nasdaq-100 inclusion. The thesis is stronger, and the stock is cheaper. https://t.co/vnuGZc4KN4

@kaizen_investorJun 17, 2026 · 10:04 AM

People ask me if I’m not too worried about $PL dropping 50%. I can tell you I’m very relaxed about the situation. First of all because there is nothing fundamentally wrong with Planet. Secondly, because I invest in what I call different ‘investment waves’. Yes, I have a lot of exposure to the space economy but I’m also exposed to memory, LiDAR, drones, photonics, datacenters, and energy. There are some always waves that go up when others come crashing down. If I wouldn’t be exposed to space, I think this is an ideal entry point if you want to have exposure. If you don’t have exposure to a wave that you want, you need to be aggressive. I wanted exposure to memory, I bought SK Hynix on the first drop during the Iran war at €487. SK turned out great from the beginning but a year ago, I wanted exposure to space. During the tariff drop, I bought $PL and $RKLB. Both tumbled 33% after but look where they are now. If you want exposure you need to be agressive. Do your research to find the best 2 companies in a wave and don’t doubt when the opportunity comes. When you already have exposure you can wait a bit longer. While I’m quite certain that I would have bought Planet if I did not have space exposure today. I think there is a risk that it moves back to the low 20’s. If it starts rising again from here, I already have exposure. If it drops to the low $20’s, I add. That is why tracking investment waves early is so important. By being aggressive to get exposure, you buy yourself a huge advantage later on.

@yasutaketinJun 17, 2026 · 1:52 AM

今のNASAは「低軌道は民間委託、深宇宙（月や火星）はNASA自前」という役割分担になってるそうだ。通信や監視衛星など、ビジネスになる領域へのロケット打ち上げ需要は高いし、 $SPCX $RKLB はそこで収益化できる。どのバリュエーションが適切か論争は別としてね。

@spaceinvestor_dJun 16, 2026 · 5:27 PM

$RKLB: Rocket Lab revenue is what happens when execution compounds. Trust the process. https://t.co/zn34PF6UcT

@itschrisrayJun 16, 2026 · 12:32 PM

This is true. My returns were very average (or even negative) the first few years I started picking stocks. I focused a lot of my attention on $RKLB and it wasn’t performing. But I stayed focused and my conviction never wavered. The returns I saw from 2024 to present day made up for all the sub-par returns I saw before that - by a LOT.

@yasutaketinJun 15, 2026 · 4:35 PM

$SPCX と $RKLB の強みは、ロケット打ち上げを多数成功させているのは現状この2社しかない、ということ。 NASA や ASTS PL みたいな業者が衛星を打ち上げたくても、この2社のどちらかになる。供給が2社独占。そこがモートになり、プレミアム評価になる。

@itschrisrayJun 15, 2026 · 12:13 PM

🚨 Keybanc upgrades $RKLB from ‘Sector Weight’ to ‘Overweight’ and announces $135 price target. https://t.co/O053Z634H4

@nezih_gokayJun 15, 2026 · 12:02 PM

İlaveten, $RKLB ile ilgili 5000 âdet pozisyonunu koruyor ayrıca covered call ve cash secured put yazarak pirim topluyor. Merak edenler için koray abi geçen hafta 4 adet covered call yazarak 3340 dolar prim toplamış durumda. https://t.co/nfQBDJ30dO

@spaceinvestor_dJun 15, 2026 · 11:23 AM

$RKLB: KayBanc upgrades Rocket Lab to overweight, set a $135 price target. Analyst Michael Leshock called the company "the clear #2 to SPCX" with the potential to "achieve a similar growth trajectory to $SPCX over time." KeyBanc noted Rocket Lab’s backlog stood at more than $2.2 billion as of the first quarter, up 20% sequentially and more than 100% year-over-year, with a potential $700 million Mars Telecommunications Orbiter contract award expected in the second half of the year.

@stocksavvyshayJun 14, 2026 · 2:43 PM

$RKLB CEO Peter Beck said some space valuations are “completely untethered to reality” but reliable launch is the exception because almost nobody has actually scaled it. Out of 142 small-launch startups tracked when Rocket Lab was founded, only two reached reliable orbital cadence: $SPCX & $RKLB. Thats why access to orbit carries a premium since its scarce, demand is growing and very few companies can actually deliver it.

@ckcapitalxxJun 12, 2026 · 5:13 PM

The SpaceX IPO just slammed the entire space sector and I think it created one of the more interesting setups out there right now. Every space name has been selling off into the listing. $ASTS down hard off its highs. $RKLB pulled back. The smaller names hit even harder. And the reason is simple. Money rotated out of every public space stock to chase SpaceX allocation. The most anticipated IPO in history sucked all the capital and attention out of the sector at once. That rotation is temporary. The thesis behind these companies is not. Nothing fundamentally changed at any of these businesses over the past two weeks. $ASTS still has every major US carrier signed and satellites shipping. $RKLB is still launching at record cadence. The defense space budget is still growing. The demand for launch, connectivity, and space infrastructure did not shrink because SpaceX filed an S-1. And here is what happens next. SpaceX lists, the money that wanted SpaceX gets its SpaceX. Then the entire market starts paying attention to space as an investable sector in a way it never has before. The largest IPO in history puts a $1.75 trillion price tag on the industry leader and suddenly every fund and every retail investor is asking what else is in the sector. The same rotation that drained these names flows right back in, plus all the new attention SpaceX brings with it. A sector wide selloff caused by money chasing one stock, right before that stock turns the entire sector into the biggest story in the market. The companies got cheaper while their industry got more valuable. That is the setup. I think the rotation comes back and then some.

@itschrisrayJun 12, 2026 · 2:58 PM

$RKLB is the best alternative to the biggest IPO in history that’s about to start trading any minute now.

@wliangJun 12, 2026 · 1:29 PM

$SPCX is undoubtedly a solid long-term play. Never bet against Elon. But like most IPOs, we can expect the initial hype to fade. I’d say 6-8 months before $SPCX finds its actual bottom. Personally not buying $SPCX for a few months, but I’m almost certain this’ll be my largest position in the coming years. Very interesting day for $RKLB as well, as the only direct proxy to $SPCX. All eyes on the space theme today.

@stocksavvyshayJun 12, 2026 · 12:43 PM

Last night nearly 20% of my Family Portfolio was added to the Nasdaq 100. Its surreal seeing $RKLB, $NBIS and $ALAB reach this milestone after first buying Rocket Lab at $3B market cap, Nebius around $10B and Astera Labs near $8B. This portfolio was built around themes I believe will matter over the next decade and space plus compute are becoming two of the biggest pillars of the new economy.

@sandeman52Jun 12, 2026 · 11:16 AM

My kids accounts only have 3 different stocks. Two were added to the Nasdaq 100. $RKLB and $NBIS 🙌

@spaceinvestor_dJun 12, 2026 · 12:21 AM

$RKLB: Rocket Lab just joined the NASDAQ-100 Index. We ride 🚀 https://t.co/lLdSylj7e2

@investmentguru_Jun 11, 2026 · 11:29 PM

$RKLB this buy is looking good. https://t.co/2nPwtrjGit

@itschrisrayJun 11, 2026 · 5:12 PM

🚨 $RKLB to provide spacecraft bus for Viasat’s PTS-G satellite system. The PTS-G program has an IDIQ ceiling of $4 billion across program awardees. The program is intended to expand the military’s use of commercial space technology for protected communications. Great to see $RKLB deepening its relationship with $VSAT and the U.S. Space Force… 👀 https://t.co/HUyH037uBa

@spaceinvestor_dJun 11, 2026 · 12:58 PM

$RKLB: And so it begins. A new wave of institutional investors are about to gain exposure to Space via SpaceX, and many won't stop there. Once they start digging into the sector, they'll discover an entire ecosystem of publicly traded companies powering the space economy. The tide is rising.

@dustinhuntwnJun 11, 2026 · 8:22 AM

$RKLB is the only real threat to the SpaceX monopoly,and it’s not because of hype—it’s pure execution. What sets Rocket Lab apart: 1 Flawless Execution: 80+ successful Electron launches. While other small-sat players went bankrupt, RKLB actually built a reliable highway to space. 2 The Backlog: A massive $2.2B + backlog. This isn't speculative cash; it's commercial and government validation. They are financially sustainable. 3 Neutron is Real: Shorts call it vaporware, but customers are already buying blocks of launches before it even leaves the pad. The "Hungry Hippo" fairing design is brilliant—it skips expensive ocean recoveries to maximize margins. 4 More Than Rockets: Half their business is Space Systems (satellite components and buses). They are an infrastructure giant. In Western aerospace, there’s SpaceX, Rocket Lab, and a lot of empty promises.

@blackpanthercapJun 9, 2026 · 2:00 PM

Will the SpaceX IPO hurt $RKLB or lift it? I think most people are reading it backward. SpaceX going public at $1.8 trillion doesn't pull capital away from Rocket Lab. It LEGITIMIZES the entire commercial space sector in the eyes of institutional money. Index funds. Pension funds. Sovereign wealth. They can't own SpaceX until June 12. Rocket Lab has been the only liquid proxy for months and that hasn't hurt it. $RKLB is up 64% in 2026. Backlog hit $2.2 billion in Q1. Largest contract ever signed, confidential customer, Neutron and Electron through 2029. The bear case is real though. $RKLB trades at 137x trailing sales. That is not a typo. And insiders have been net sellers. The valuation premium requires flawless execution on Neutron, which had a qualification setback in January. But here is what I keep coming back to. Musk unveiled an orbital AI compute concept last night, satellites with 120kW of sustained compute and the market cheered the whole sector. Musk is pointing at a future where low Earth orbit becomes AI infrastructure. Rocket Lab has 50+ Electron launches. The only defense-certified launch alternative to SpaceX. A robotics acquisition just closed. When the richest man alive describes the next computing platform as being in orbit, the company that actually launches things into orbit should be getting more attention than it already is. I'm still long $RKLB. The thesis is still intact even after the run. -BP This is not financial advice.

@itschrisrayJun 9, 2026 · 12:58 PM

Pretty amazing that these days $RKLB Electron has no competition in small launch. They’ve fully cornered the market. Astra and Virgin Orbit both failed and other companies have pivoted to developing medium-lift vehicles. Meanwhile Electron enjoys high demand & healthy margins. https://t.co/ptsAxdTOhs

@spaceinvestor_dJun 8, 2026 · 7:46 PM

For context, I started building a position in $RKLB in early 2023 around $8. The stock then spent roughly 18 months trading sideways and below my average cost. My lowest purchase was at $3.50. Many of my biggest winners spent a long time looking like they were going nowhere, only to start moving rapidly all of a sudden. Conviction Pays 🫡

@itschrisrayJun 8, 2026 · 2:09 PM

Any potential selloff in $RKLB leading into the $SPCX IPO is likely a buying opportunity. The company is not getting fundamentally worse just because SpaceX is going public. People are just re-allocating capital to chase a shinier new stock. Rocket Lab’s underlying business is stronger than ever. NFA

@photonbullJun 7, 2026 · 6:16 PM

Have been watching/listening to some videos and podcasts about the SpaceX IPO One thing continued to surprise me Nobody knows anything about the business. A lot of people will talk about how overvalued it is, some mention how good Starlink is in terms of financial performance and future potential, but that is where it stops There is no consideration of the competitive landscape at all Almost nobody knows $RKLB has a launch business. Maybe a few people have heard of Blue Origin after the explosion Even less people know that $ASTS is already dominating the Direct-to-Device industry before they are even offering a service No idea how the SpaceX IPO influences the market and space stocks next week, but on the long term it has only given me higher conviction, especially for $ASTS

@jasonl_capitalJun 4, 2026 · 9:13 PM

3. $RKLB - Rocket Lab Record $200M quarter, up 63.5% YoY. $2.2B backlog. 36 new launch contracts signed in Q1 - more launches sold than all of 2025. $190M DoD hypersonic test contract. Neutron maiden flight targeted Q4 2026. If it flies, RKLB becomes the only Western medium-lift alternative to SpaceX.

@tradexwhispererJun 4, 2026 · 6:10 PM

@g_ichtertz Quite the sell off this week. I am not into space stocks except $RKLB.

@spaceinvestor_dJun 4, 2026 · 1:05 AM

$RKLB: Clear Street raise PT on Rocket Lab to $129 from $98 and keeps BUY rating "Rocket Lab is positioned for increasingly accelerating growth through 2030, benefiting from industry-wide launch under supply that is expanding backlog opportunities" The firm added that the company has an advantage in infrastructure, and that its core business is nearing profitability.

@stocksavvyshayJun 3, 2026 · 9:18 PM

$RKLB is deepening its Mars exposure after adding Motiv which is the team behind Perseverance’s robotic arm. Rocket Lab can now pair launch, spacecraft, software and proven robotics into a more complete mission stack for future Mars surface and orbital operations. https://t.co/mJPn324Hro

@nezih_gokayJun 3, 2026 · 7:46 PM

Arkadaşlar Koray Abi'nin herkese selamını iletiyorum. Bir kaç kişi $RKLB ile ilgili yazmıştı. Haftalık düşüş %20 olsa da Koray Abi alımlarına devam ediyor her zaman olduğu gibi. Takip edenler için alımlarını paylaşıyorum. (Görüntüler Midas'tan alınmıştır) https://t.co/w5XPcpp5tL

@itschrisrayJun 2, 2026 · 1:51 AM

@HeeraniPK Crazy that Blue Origin is basically wiped from the board for 12-18 months minimum now… Time for $RKLB to leapfrog them with Neutron (or at least as much as Neutron overlaps with New Glenn).

@itschrisrayJun 1, 2026 · 8:23 PM

Yeah… this didn’t get much better. 😂 Intraday showed some improvement but I ended up closing right around -$85k today. Pretty sure that’s my worst day ever by dollar amount. It’s important to note that this is just $RKLB moving around a bit in this new $120+ zone. The swings are big up here. $P closed +6% today and $ONDS showed some strength throughout the day as well. Even though these are smaller positions for me, it’s good to acknowledge pockets of strength in your portfolio - even on the ‘net bad’ days.

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