Unexceptional investor who manages to make a living from the stock market
Singapore
Joined December 2024
- Tweets7.4K
- Following211
- Followers6.6K
- Likes38.6K
$RKLB
May the stock price soon reflect Rocket Lab's remarkable progress.
Happy Monday, fellow holders!
$RKLB
Makes perfect sense that someone would leave Amazon to join Rocket Lab instead!
Rocket Lab CEO Sir Peter Beck explains why:
"People do their best work for either missions or for other people. People will work for compensation, but they won't do their best work for that. I think of compensation as a great lubricant.
But ultimately, people want to turn up at work, do an amazing thing, and then go home."
$RKLB 🌏✨️
Snagging a Senior Director of Manufacturing with five years of experience at a high-volume supply chain giant like Amazon is a huge win for Rocket Lab.
Work history is impressive, dedicated employee.
$RKLB
I compiled the latest Rocket Lab analyst price targets following the Neutron delay.
Some firms have trimmed their targets, but every single one still implies upside from the current share price, ranging from +32% to +160%.
I know what I'll be doing next :)
$RKLB
Rocket Lab right now is the worst it will ever be.
In other words, I believe every key business metric will only improve from here on out.
I know it might sound delusional or overly confident, but I struggle to see a scenario where Electron isn't launching more each year, Space Systems isn't growing, Neutron isn't getting closer to its maiden flight and the Iridium deal doesn't get finalised.
That doesn't mean the stock price will only go up from here. But for us long-term investors, the underlying business matters far more than short-term price action anyway.
$RKLB
Great little write-up!
Perfectly illustrates how Rocket Lab is expanding across the entire space value chain, from satellite components to launch and space-based communications.
$RKLB
Me when more and more armchair rocket scientists show up in my replies to lecture me about RKLB:
$OUST
I've decided to keep increasing my position in Ouster from here.
The last time I had this much conviction in a stock was Rocket Lab when it was in the single digits.
I don't mind that the hype has died down a bit either. That's just what happens when a stock price falls.
For me, it's a great opportunity, and I can't wait to see how much the company grows and expands over the coming years.
$RKLB
I really believe Rocket Lab CEO Peter Beck is just as frustrated, if not more, by the Neutron delay than any Rocket Lab investor.
That said, I think he made an excellent point when he addressed the delay:
"People should be riding us hard for that. But at the end of the day, I'm not going to say it doesn't matter, but, you know, how late was Electron to the market? Nobody knows, because it doesn't matter. It was late too.
But the point being is the most important thing here is what happens in the next five to ten years? Because that is where we go from where we are today to being really, really big."
ValueOverPrice retweeted
$RKLB
Share price vs. backlogs (Grok graphic)
Share price overly punished by Neutron delay; business growing.
💎 🙌🏼 27,982 shares
Hold or add. No speculating, no dumping. NFA
$RKLB
Call me crazy, call me greedy, but I'm still okay with not having sold Rocket Lab after a 30x.
I'll hold as long as the company continues to execute.
Wouldn't surprise me if it even turns into a 100x or even 200x investment long-term.
$OUST
Looking at this LiDAR market chart, I think the long-term growth potential for Ouster is huge. Even if Ouster simply maintains a 5% slice of the $17.8B market by 2035, revenue scales to ~$890M/yr.
I believe that is a very conservative floor. Their native color LiDAR technology and rapidly growing software business give them a real edge to capture significant market share over time imo. Plus, this estimate leaves out revenue from StereoLabs and non-LiDAR sources entirely.
At a current ~10x P/S multiple, that $890M in LiDAR hardware revenue alone would translate to an ~$8.9B market cap by 2035. And again, I think that's an incredibly conservative estimate tbh.
$RKLB
Patience remains one of the greatest competitive advantages in investing.
My 5-year-old daughter just asked over breakfast:
"If $RKLB continues to execute on its long-term strategic objectives, why should a delay in Neutron's development fundamentally alter the long-term investment thesis?"
She👏gets👏it👏
$RKLB
It's a shame how toxic many "investors" get on here just cause RKLB has been down for a while.
No wonder they struggle to make money when they can't control their emotions.
$RKLB
I've held Rocket Lab from $5 to $151 and now down to $50.
This has been a crazy ride that has changed my life.
But I'm not ready to hop off just yet. I believe the best is still ahead for Rocket Lab.
ValueOverPrice retweeted
$RKLB $IRDM $SPCX 👀
FCC docket 26-257 update
(Iridium → Rocket Lab transfer)
Comment/petition deadline (Oct 15) produced three notable filings:
• Hampton Roads Chamber: “we are writing to share our support for Rocket Lab’s acquisition of Iridium Communications and to encourage the Federal Communications Commission (FCC) to grant rapid approval for this acquisition”
• SpaceX: “Iridium’s demand for veto power over its competitors’ use of critical, shared Ka-band spectrum reinforces serious concerns as to whether its proposed transaction with Rocket Lab is in the public interest.” (Notes Iridium withdrew its 116 petitions to block SpaceX backhaul; does not oppose the deal.)
• Ligado: Cites SpaceX that “Iridium exploits Commission procedure to deny or delay its competitors from providing better service to millions of American consumers, businesses, and first responders,” and says it has experienced the same tactics. Asks whether the application would “frustrate rather than advance competition for Mobile Satellite Service (MSS) offerings.”
No petitions to deny filed. Responses due Oct 30; replies Nov 9.
$OUST
Is there any stock experiencing a more unjustified sell-off than Ouster?
This company is on fire, executing like crazy in a rapidly growing industry. 14 consecutive quarters of revenue growth, zero debt, $450M in cash, projected annual growth of 30–50% and profitability expected in 2027.
Why would anyone sell right now? I genuinely don't get it.
I guess it's a great opportunity for those of us looking to increase our positions, but this sell-off makes little sense to me.
$RKLB
🚨 Needham maintains $120 price target on Rocket Lab despite Neutron delay.
Around 117% upside from current levels.
$RKLB h/t @trypto_tran
California Governor Gavin Newsom visited Rocket Lab's HQ yesterday.
I think it's smart of Rocket Lab to engage with both sides of the political aisle, whether it's Hegseth or Newsom.
Both parties should recognise the tremendous value Rocket Lab brings to America.
Rocket Lab is great for America. Period.