$RKLB
Rocket Lab USA Inc.How his view evolved
Every substantive take he's posted on $RKLB, newest first — each labelled with the stance he expressed at the time.
- Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some nuances slightly off before more https://t.co/1DKeY2x200 https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullishconviction 3/4
Just some reflection, my core high conviction ideas from 2025 aged super well! From $ALAB: $97-> $372 $LITE: $330 -> $904 $AAOI: $30 -> $175 And others like $NBIS, $RKLB, and $TSM! This was back when I had close to no followers! I got some ideas slightly off like pluggables https://t.co/JNrpU0qPwm https://t.co/Xm8MsmzZYw
View on X → - Jun 12, 2026Bullish
Woah, $NBIS, $ALAB, and $RKLB got added to Nasdaq 100! Fun to see both Astera, Rocketlab and Weebius grow up from being small companies… Into the largest ones on Nasdaq https://t.co/ntqBmkri6T
View on X → - May 25, 2026Bullish
I’m fully convinced the Stock Market secretly revolves around building the Death Star and Battle Droids: $RKLB / $SPCX / $PL = Death Star $LASR / $SIVE = Laser Beams $TSLA / Unitree = Battle Droids https://t.co/C53qKjWrS8
View on X → - May 22, 2026Bullish
@realstockfox Yep, I'm pretty sure $INTC, $RKLB, and $NBIS will be around in 2029... Don't need to keep entering new/different US positions, just let the ones you have compound over time.
View on X → - May 22, 2026Bullishconviction 3/4
@planetsidemarco Super cool you're working at $RKLB, one of my favorite companies. Hope you're having fun there!
View on X → - May 22, 2026Bullish
$RKLB $90M US Space Force contract. Not much revenue, but implication/narratives go brrr with the US space buildup. Fun to see before the SpaceX IPO as well. https://t.co/jamx5EHans
View on X → - Apr 25, 2026Bullishconviction 3/4
@ISITrading2717 Nope, I stand by my words. I haven’t been wrong on any high conviction stock yet from $HOOD, $RKLB, $TSM, $AAOI, $AEHR, $SIVE. And now $IREN community member IQ.
View on X → - Apr 25, 2026Bullishconviction 3/4
@yuntungshieh I was long $RKLB in the 10's, because of their reusable rocket success rate. Despite banks/analysts claiming it would crash. I was long $HOOD in the 10's because of their massive consumer base and TAM expansion into other segments. I'm long $SIVE because their lasers look
View on X → - Apr 25, 2026Bullish
@genrevai You had the media/banks/analysts going after $RKLB because everyone thought they couldn't compete against SpaceX. Then you have the media going against $AMD because they couldn't compete against $INTC (and now $NVDA). They were genuinely the leaders in the space, as seen with
View on X → - Apr 23, 2026Bullish
@leglock140448 I have high conviction in $SIVE. All my historical high conviction picks are green by a lot like $HOOD back at $20 or $RKLB in the 10’s.
View on X → - Apr 20, 2026Bullish
Space sector with $ASTS looks like it’s having fun. Lot of optimism on X somehow, even after Blue Origin had a major failure... (positive for SpaceX and byproduct $RKLB.) As for $ASTS it does matter for future revenue recognition, when they dont have satellites in space. Blue https://t.co/deci6X50l0
View on X → - Apr 3, 2026Bullish
I just realized… hit 5,118.02% returns last week. 5000%+ not too bad in <2 years? Hard to keep up with $5 footlong sandwich inflation even after front running: -> $MSTR for halving -> $RKLB and $HOOD for space/fintech rally -> $GOOGL and $TSM for large cap rally -> Samsung, https://t.co/HX8dERQewN https://t.co/Uf99cOAlxo
View on X → - Apr 1, 2026Bullish
I still can't believe I’m probably the #1 most subscribed to finance account on X now? 8,000+ subscribers is an insane number. Thank you for validating my ideas. What a crazy timeline! Going from getting temp-banned on $RDDT after Mods kept censoring my $RKLB Pokemon TA posts https://t.co/4tfs7zGqYt
View on X → - Mar 20, 2026Bullish
My dad’s most bullish stock? $PL at $3, which is up over 996.5% in 18 months. I bought 1 single share for fun. Because I didn’t think Planet Labs would grow revenue. I ended up long $RKLB instead. Planet Labs is now up over 10 times, and now I‘n left with a lot of regrets. https://t.co/8bVQstcB6B
View on X → - Mar 17, 2026Bullish
@Solar_Twelve Thanks congrats! A lot of people see my 500% YTD and think it’s only because I’m well known on X. My returns last year were 600%+ from $MSTR rallies from $50 to $500, $HOOD rally from $15 to $100+, $RKLB rally from $15 to $80+. I’m just speed running it this year because of AI
View on X → - Mar 7, 2026Bullish
@MontSalvatUSA @daniel_koss I’ll make a follow up post on this, stuff like $INTC, $COHR, $RDDT, $IBIT, and $RKLB are not going away anytime soon.
View on X → - Mar 4, 2026Bullish
@builtbyaftee Inb4 $RKLB makes a megaconstallation Starlink of its own with Neutron + Flatellite https://t.co/7OLrHZMvVe
View on X → - Mar 4, 2026Bullish
@Alex__0x0 All the early $ASTS investors I've seen are 8 figure millionaires now. The returns over the past few years are insane. But $RKLB and $ASTS are typically seen as the sector leaders behind SpaceX. https://t.co/W68xwR2FSf
View on X → - Mar 4, 2026Bullish
SpaceX to be valued at $1.75T ahead of June IPO (3M from now). Having a weird feeling all your space stocks from $RKLB to $ASTS are going to be parabolic around the time of IPO day. Especially when everyone see SpaceX's next biggest competitor in Rocketlab valued at 2.3% of https://t.co/KGYzpFpbmP
View on X → - Mar 3, 2026Bullish
Looking back, should have had more Energy Directed Weapon exposure. Especially with America’s Golden Dome laser defense giving $LASR practically exponential TAM. There’s only two companies I’ve seen: $RKLB back in the 10’s for reusable rockets and infinite space TAM And https://t.co/QN2BMoTQWS https://t.co/YFmeogjeWL
View on X → - Feb 25, 2026Bullishconviction 3/4
Last year I shared my 1 year return: 630.44% before I even joined X. Lot of conspiracy theorists out there. But I do happen to be a decent discretionary trader. Large part of it was > front-running halving > buying $RKLB in the 10’s > buying $HOOD in the 10’s > catalyst https://t.co/S0HHzrqvEV https://t.co/zz9oRKTHCT
View on X → - Feb 25, 2026Bearish
@coloene I was in largely in the space trade last year with $RKLB and other companies. I do think a lot of the valuations are a bit stretched. As for robotics, I do think we're near the inflection point (probably 2028 for mass production of humanoids). $VPG was my robotics exposure of
View on X → - Feb 7, 2026Bullishconviction 3/4
@0xcyberbro Yeah sorry for not clarifying the nuance. $RKLB is my most bullish pick with Bitcoin on a 10 year timeframe. That being said, if it looks overextended to $90+, I’m not afraid to trim and wait for opportunities to buy it if it drops again. Markets don’t move in a straight line
View on X → - Feb 7, 2026Bearish
@DanielM16458500 Oh I forgot to include $FLY as a moonshot pick for their medium lift launch with $NOC. I have a lot of weird niche picks in my personal porffolio that I didn’t include. $RKLB again I felt was near term overvalued but I’d add heavy concentration if it dropped further.
View on X → - Feb 4, 2026Bullishconviction 4/4
I have pure and completely regarded conviction in Bitcoin. Just put in 50% of my portfolio into it around $73K. Bitcoin and $RKLB are my highest conviction assets on a long term timeframe. I’m happy holding it through any volatility. https://t.co/IskCechnmA https://t.co/MYHa1GF3Jm
View on X → - Jan 24, 2026Bullishconviction 3/4
@AstronautCoin Long term, $RKLB is probably my most bullish stock. Short term though it's pretty overvalued. So I just leave them out. This is more like a short-med term list for me.
View on X → - Jan 20, 2026Bullish
@AnalizAyaz $NBIS, $RKLB, $IBIT, $TSM, $LPTH
View on X → - Jan 5, 2026Neutral
@blu400_ Equal weightings. So $ONDS and $RKLB are the same.
View on X → - Dec 20, 2025Bearish
@TrueWealthAngel So I’d say $RKLB is definitely the most overvalued right now. $LITE is edging toward the overbought territory but it definitely warrants a re-rating given how critical it is in TPUv7, Trainium, and Blackwell chips. $NBIS and $CRCL are most undervalued out of the bunch, then
View on X → - Dec 20, 2025Bullishconviction 3/4
@halldj00 So for a “safer” 10x. I’d say $RKLB and $NBIS next 5 years. I could definitely see Rocketlab at $300B valuation and Nebius at $200B one day. The chance of a 10x increases the smaller marketcap they are (eg. Sub $2B), and it’s obviously much harder for companies like $HOOD to
View on X → - Dec 15, 2025Bullish
@pepemoonboy Agreed and I've seen it time and time again. $AMD in 2016 when people thought it could take on Intel, then capitulation at $5. $PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity. $RKLB this yeare when people
View on X → - Dec 14, 2025Bullishconviction 3/4
@RKLBMan Everyone on WSB was in on $RKLB at $13-> $30 then gave up when it stalled between $20-$30 and institutions were giving it like $13 PTs. Now it’s $50+ after institutions bought it up, people just don’t have the patience lol.
View on X → - Dec 14, 2025Bullish
FinX is a bubble. Same with traders on /r/wallstreetbets. People own the same stocks $NBIS, $TE, $ASTS, $HOOD, $RKLB, $IREN, $KRKNF, $ONDS, $SOFI, $AMD, $TSLA and others. However: It’s a positive thing. I’ve seen this on repeat again and again throughout the years. Short https://t.co/pCh60foaU1
View on X → - Dec 12, 2025Bullishconviction 3/4
@blu400_ Core portfolio is high conviction longs: $BTC, $RKLB, $HOOD, $NBIS, $ALAB, $TSM Probably moving $LITE and $CRCL to the core long port above, but they’re newer positions that I’m building up. Then short-mid term mix like $SNAP, $CIFR, $RDDT, $SMCI, $HIMS, $TE, $LTC, $KRUS, AMKR,
View on X → - Dec 10, 2025Bullish
Post-Fed Interest Rate 25BPS cut. December 11th ratings: Strong Buy: $CRCL $COIN $AMKR $CRDO $IBIT $MSTR $AMZN $SMCI $TSM $TSSI Sk Hynix $SNAP Samsung Electronics $ALAB $META $NBIS $CIFR Buy: $KRUS $AVGO $NFLX $KRKNF $HIMS $FLY $OSS $TE $FLNC $LITE $COHR $RKLB $TTD $NVDA $CLS https://t.co/R1NMd69gG6
View on X → - Dec 6, 2025Bullishconviction 4/4
The market is mispricing the #2 players in the biggest sectors on Earth. My thesis on $RKLB = $NBIS Avride 1. Space ( $RKLB ) -> SpaceX just got valued at $800B from $350B. Rocketlab will grow into SpaceX's prev valuation from $26B It's just a matter of time. 2. Robotaxis ( https://t.co/GZWmtbfztc https://t.co/XJGpLhxiLk
View on X → - Dec 5, 2025Bullishconviction 4/4
@RKLBMan @Hedgeye yeah my thesis in $RKLB was that it will catch up to SpaceX in a due amount of time (eg. 5, 7 years) and SpaceX's last valuation was $350B, so that's 10x+ return. Same thesis for Avride, will catch up to Waymo's $45B valuation back in 2024, maybe in two-three years.
View on X → - Dec 4, 2025Bullishconviction 3/4
I'm an early investor in hyper-growth companies. $RKLB for space. $HOOD for fintech. $CRDO for connectivity. But I've never ever, Ever seen a company grow forward revenue: 700%+ Y/Y. and while owning 4 hyper growth subsidiaries concurrently scaling >100% Y/Y each. https://t.co/iqU2jWf41O https://t.co/HddJiRkTrX
View on X → - Dec 2, 2025Bullish
Google ( $GOOGL ) CEO recently unveiled: Project Suncatcher, a project to create datacenters in space in 2027. Next generation TPUs will run on solar-powered satellite constellations to scale ML flows. The biggest beneficiary? Planet Labs ( $PL ) and by derivative $RKLB and https://t.co/zlTSxBrKxl
View on X → - Nov 23, 2025Bullishconviction 3/4
@itsdsha Let's just say it hasn't been a fun month for my high conviction port of $ALAB, $HOOD, $IBIT, $META, $NBIS, $RKLB, and $TSM for sure. Should be fine in a month come Dec rate cut. Most short term margin/option traders got liquidated, and events like these lead to higher highs https://t.co/YCzLLaArKa
View on X → - Nov 20, 2025Bullishconviction 4/4
Based on the equity ranking table: Here's a deeper analysis of each stock, alongside how I reposition my portfolio to capitalize on the market reset: · $NBIS at $92, PT $400 / 1Y · $RKLB at $43, PT $500 / 5Y · $CRCL at $72, PT $150 / 8M · $ALAB at $143.4, PT $250 / 6M · $SNAP https://t.co/VZouD4jsBo https://t.co/91JV3Kqy3X
View on X → - Nov 19, 2025Bullishconviction 4/4
@DeepValueBagger I’m probably one of the biggest $RKLB bulls and it’s my highest conviction 5Y long alongside Bitcoin. I’ve maintained $350B-500B long term PT to match SpaceX’s most recent valuation/capabilities since it’s likely not winner takes all in space. That being said I’ve maintained
View on X → - Sep 24, 2025Bullishconviction 3/4
@Wind56083722900 I don't do options unless it's <33% IV things, such as $GOOGL or $TSM, both $100K+ profit each on. Usually I hold a core portfolio of high conviction stocks like $HOOD, $RKLB, $IBIT, $NBIS for a set amount of time. A basket of random stuff like $GRAB, $AMZN, etc. Then I set
View on X → - Sep 24, 2025Bullish
@LibertadEterno $LUNR is an enigma. I've sold puts on it because of high IV but I don't like it long term compared to $ASTS or $RKLB. With $SNAP, I've always maintained that fundamentally it was extremely undervalued from 1.1B MAU but it just needs a change of CEO. They're heading the wrong
View on X → - Sep 23, 2025Bullishconviction 3/4
@__visionxry__ $NBIS is highest conviction stock I have for a 1 year timeframe. I'd be more willing to hold $RKLB on a 5Y timeframe. Holding a year for long term capital gains is smart unless it randomly pulls a $CRWV and goes up 600% in a short amount of time
View on X → - Sep 20, 2025Bullish
@soulbiri1 @MMerrino569447 Hmm, I don't have many but aside from $RKLB, $IBIT, prob $TSM, $HOOD but less so at these levels. I was long HOOD back at $18 but given its 1000%+ rise already, hard to see it growing into $1T in 5 years due to limits in fintech. But it was always a high conviction long due to
View on X → - Sep 19, 2025Bullish
@vicecarloans $CRWV went from $41 to $183 in the span of 3 months but part of that was less float. We could see $NBIS similarly from $99 to $225 by March if they have a Q4 earnings blowout along with triple rate cut in the best scenario, but otherwise I'd say 1 year timeframe. $RKLB I like
View on X → - Sep 18, 2025Bullish
@YodaStockInvest $NBIS for next few months -> $RKLB
View on X → - Sep 18, 2025Bullish
@soulbiri1 They removed my $RKLB one too when I posted it at $25 then it went to like $45+ right after. I guess they don't like bananas
View on X → - Sep 17, 2025Bullishconviction 3/4
@vicecarloans $UPWK, $HOOD, $IREN, and would be 16 17 18 lol. For $RKLB just hold it for 5-8 years, should be $350B market cap like SpaceX one day.
View on X → - Sep 16, 2025Bullishconviction 4/4
@junyongisusing1 If I had a 5 year timeframe it would be $RKLB then $BTC then $TSM in terms of highest conviction. This list is just my best guess on return potential from highest to lowest in the next few months.
View on X → - Sep 16, 2025Bullish
@Stock_Sniper @unusual_whales @MartinShkreli He's not dumb, he's just insanely specialized in biotech and that's what you should pay attention to him for, just not other things outside. It's just after listening to some videos, it doesn't seem he understands frontier stocks like $RKLB and gives bad advice on shorting cult
View on X → - Sep 16, 2025Bearish
@beavinvests Sorry but I haven't seen this much delusion since $GME or $AMC holders cheered that the company is dumping stock on them. Having $RKLB sell $750m on open market against any buying pressure is not something to be excited about.
View on X → - Sep 16, 2025Neutral
For dip buying day-trading, the diff vs. the 8%+ $HIMS and $RKLB drop is that one was a strongly worded letter that has no material affect. The other is selling $750 million on the open market. Not saying don't buy the $RKLB dip, but $HIMS would likely recover faster. https://t.co/vWkt6GaYN7 https://t.co/etUrNC8X7K
View on X → - Sep 16, 2025Bullishconviction 3/4
@StockSavvyShay Yeah... I don't know about oversold given it's 144m rev on a 23B market cap. I was in $RKLB at $15 and posted at $25. It takes roughly ~2-3 years from now for medium lift payloads to generate meaningful revenue. It's funny how people try and justify dilution.
View on X → - Sep 16, 2025Neutral
@mattia030339 FDA news is immaterial since it's just $HIMS is strongly worded letter to modify their advertisements and has nothing to do with fundamentals. Compared to $RKLB that had dilution and dropped 10%. Good time to buy the HIMS dip on the 8% drop. Only main worry is macro tomorrow
View on X → - Sep 14, 2025Bullish
Love seeing people post profits. Check my $RDDT post history—so far, every breakout I’ve shared from $GOOGL, 2x $HIMS, $ETH, $UPWK, $RKLB, $OSCR has hit Scroll through my history on X/Reddit and see for yourself. I’m new to X but here temporarily to help people learn to trade https://t.co/KZeNfu1wbM
View on X → - Sep 10, 2025Bullish
Just an analysis on what this means: short term, it's great for growth stocks = since growth stocks have high sensitivity to rates. You have a lot of stocks like $HOOD, $RKLB, $NBIS, $IREN, $ALAB, $CREDO that will hit all time highs or with $HIMS, $CRWV, $SMCI, $MRVL, https://t.co/AvLUzNFYSg
View on X → - Sep 9, 2025Bullishconviction 3/4
@moonman6577 I'm not too bullish on $SG. If I had to pick stocks I'm bullish on it would be $TSM, $HOOD, $RKLB, $CREDO, $NBIS and others. But I see $SG rebounding since it's oversold from short-term option flows and I simply just like their salad.
View on X →