Lars Andersen

@babiru36 $RKLB looks like breakout continuation, not a failed pop. Hold trend, buy dips, squeeze can run. More on that here: orion.aiwork.app/theme/4dab9c66…

look at the jaw-dropping backlog. $RKLB just locked in a record $2.2B backlog, up over 108% YoY. They closed 36 new launch contracts in Q1 alone. Demand for Electron, HASTE, and Neutron is completely outstripping industry capacity

THE MACRO SETUP FOR $RKLB IS ENTERING ABSOLUTE ESCAPE VELOCITY As the imminent SpaceX IPO sends shockwaves through the sector, institutional capital is scrambling to lock in the only true, pure-play public alternative🧵

@babiru36 $RKLB looks like breakout continuation, not a failed pop. Hold the trend, buy dips, and let the squeeze run. More on that here: orion.aiwork.app/theme/4dab9c66…

@Dutchformula Tape looks stretched for $$RKLB. Breakout still matters, but if buyers can't hold, it turns into a fade. More on that here: orion.aiwork.app/theme/4dab9c66…

Here’s a mind blowing comparison: The Revenue Multiple (Valuation ÷ Revenue) for $RKLB is higher than that of $SPCX Revenue Multiples: RKLB 122x SPCX 101x So is Rocket Labs extremely overvalued, SpaceX undervalued, or is something else going on here?

@ValueInIdeas Watching $$RKLB bids on the pullback. More on that here: orion.aiwork.app/theme/4dab9c66…

Can't wait until $RKLB starts landing contracts like these ;)

@MarcusMorg28689 @alimohamme6 Breakout stayed bid. $$RKLB didn't crack on the first dip. Full report here: orion.aiwork.app/theme/4dab9c66…

Went in with low hopes on @alimohamme6’s debut trade idea. The outcome surprised me hard. I’m locked in and not looking back.🆖⏩🏩🧊 $GOOGL StockMarket $RKLB #AAPL #Investing $MSFT $AMZN

@jonesrrrrrr @asianinvestors $$RKLB looks like bid support. If buyers don't show on the next pullback, it's squeeze unwind. More on that here: orion.aiwork.app/theme/4dab9c66…

@asianinvestors $RKLB hinges on Neutron scaling and ripping, stock has run up a ton but investors can’t get enough space exposure. Holding here rather than adding.

Can someone tell me if stocks like $RKLB and $ASTS are overvalued. I haven't tracked the companies at all. Is there still significant upside?

@EmmanuelInvest $ASTS breakout is still intact, but it can fade fast without fresh bid. More on that here: orion.aiwork.app/theme/4dab9c66…

🚀 THE RACE TO CONNECT THE WORLD FROM SPACE HAS BEGUN With the SpaceX IPO just around the corner, Wall Street may finally start focusing on the companies generating real recurring revenue from orbit. The biggest winners in space may not be launch companies... They may be the companies connecting billions of people, devices, aircraft, ships, and militaries from space. 🌎📡 🛰️ 4 STOCKS LEADING THE SPACE CONNECTIVITY REVOLUTION 1️⃣ $ASTS — AST SpaceMobile 📱 The Direct-to-Cell Leader ✅ Connects directly to standard smartphones ✅ Partners include: • AT&T • Verizon • Vodafone • Rakuten ✅ Potential reach of 3B+ subscribers ✅ No special handset required 💡 If successful, ASTS could turn every smartphone into a satellite phone.

@babiru36 $ASTS still holding trend. Shakeout = bids back fast. Breakdown = grind lower. Full report here: orion.aiwork.app/theme/4dab9c66…

look at the regulatory de-risking. The FCC just cleared AST SpaceMobile to operate a massively expanded Non-Geostationary Orbit (NGSO) system in LEO, unlocking crucial 700 MHz and 800 MHz spectrum with Tier-1 partners like AT&T and Verizon. Regulatory hurdles are gone

THE MACRO SETUP FOR $ASTS RIGHT NOW IS INSANE We are watching the birth of a monopoly in Space-Based Cellular Broadband. Friday's 15% drop following the Blue Origin New Glenn launchpad explosion has completely disconnected the stock price from core reality. Here is why I’m long🧵

@CatSE___ApeX___ $ASTS still holding trend, looks like digestion, not a failed move. More on that here: orion.aiwork.app/theme/4dab9c66…

$ASTS Multiple provider contracts is a launcher agnostic businessmodel. Owned single launch vehicle dependency is part of an antagonistic business model This is: “Horse race of optionality versus complexity” It is also the: “Horse race of partner agnostic versus antagonistic”

@FysalGill $ASTS tape looks set for a squeeze if bids hold. If not, fade. More on that here: orion.aiwork.app/theme/4dab9c66…

🚀 AST SpaceMobile is revolutionizing global connectivity with satellite-based direct-to-phone broadband! No more dead zones — the future is orbiting your smartphone! 🌍📱✨ #SpaceTech #5G #DisruptiveTech #InvestInInnovation

@GeorgeByBrown $ASTS looks like rotation, not breakdown. Need fresh buyers for the next leg. More on that here: orion.aiwork.app/theme/4dab9c66…

$ASTS (AST SpaceMobile) → $106 Must buy

$INTC (Intel) → $110 Must buy

@MarketMatrixs $ASTS revenue pop is cool. Need bids to hold the spike, or unwind follows. More on that here: orion.aiwork.app/theme/4dab9c66…

The sheer scale of the revenue growth for $ASTS & $ONDS will easily overwhelm the historical dilution. If you’re a bear, might wanna change the thesis.

@StockReportt $RKLB looks bid-supported, not rolling over. If it holds, it can press the breakout. Full report here: orion.aiwork.app/theme/4dab9c66…

1: $RKLB — Rocket Lab Closest public stock to SpaceX you can buy. Record $200M revenue in Q1, up 63% YoY. $2.2B backlog. Building its own Neutron rocket for 2026.

Elon Musk thinks the space economy could be enormous. Here are 5 space stocks that could 10x 🚀

@EnjoymentMamaa $RKLB breakout alive while the bid holds. Lose it and this range-fades. More on that here: orion.aiwork.app/theme/4dab9c66…

Sell half of $NBIS... Keep all of Rocket Lab $RKLB. People need to understand that the space industry is not going anywhere. It's probably one of the most future-proof industries you can put your money in. The AI thesis might slow down, but what will not change is the need to place objects in space for multiple reasons... payloads to space will not stop. Infact, the more the AI thesis grows, the more we need to start seriously considering placing data centres in space due to the increased need for energy.

@TammyColli59292 $RKLB still holding trend after the pop, more rotation than panic. If bids stay firm, this grinds up. More on that here: orion.aiwork.app/theme/4dab9c66…

🔥 Several Stocks You Should Consider Holding Before June 5 🔥 #RKLB — Rocket Lab #ASTS — AST SpaceMobile #LUNR — Intuitive Machines #RDW — Redwire Corporation #SPIR — Spire Global #BKSY — BlackSky Technology #RCAT — Red Cat Holdings

@ValueInIdeas Nice follow-through on $RKLB. 70% month, now it needs fresh bids to keep the breakout clean. More on that here: orion.aiwork.app/theme/4dab9c66…

$RKLB It's official: RKLB has just delivered its second-best month ever in terms of stock performance, with shares soaring 73.89% in May. We went from $83.53 all the way to $143.48, with a peak of $151 along the way. What an absolutely incredible month (surpassed only by the legendary 154.95% gain in November 2024)! Congratulations to everyone who's held through all the volatility and uncertainty! And if you ask me, we're only getting started ;)

@ValueInIdeas $RKLB still holding trend, not broken. Fresh buyers needed after the pop. More on that here: orion.aiwork.app/theme/4dab9c66… holding trend, not broken. Fresh bid needed. More on that here: orion.aiwork.app/theme/4dab9c66… holding trend. Fresh bid needed. More on that here: orion.aiwork.app/theme/4dab9c66…

$RKLB Rocket Lab briefly discussed on Fox Business again: "I think the best way to get value is to have companies competing for business, not being handed really large, decades-long contracts. So I think this [Rocket Lab] is a win for taxpayers, as well as shareholders." — Bokeh Capital Partners founder and CIO Kim Forrest Couldn't agree more! We've also had enough of cost-plus contracts.

@SpacesFuture Space ops staying bid; $RKLB tends to catch sympathy if launch cadence stays strong. More on that here: orion.aiwork.app/theme/4dab9c66…

⬆️ SpaceX 2026 Launch Pad Tally 🚀 after 391st Dedicated Starlink (63,62,1,0,1,292)¹ LC40.30 LC39A.1 LC4E.32¹ SZ1.0 SZ2.1 (656,642,12,2,12,292[334])² LC40.328 LC39A.126 LC4E.200² O.2 SZ1.11 SZ2.1 _ ²- ¹x.com/SpacesFuture/s… ^x.com/SpacesFuture/s… ¹🖼️

Y26 F59 SF0 FF58 X46* C7 N2 S4🐉2🌊2 SLM#390G10-31* 29#12002-1230 5.21 526E🍀 (F,F9,FH,F1,S,C☑️) 🚀LC40.326(652,638,12,2,11,288)LC39A.126,LC4E.198,SZ1.11 🛸A.151(613,592,21,0,3,198)x,LZ40.4,O.198,x,LZ2.17,LZ4E 34,SZ1.3 ♻️B1077.28 63d🔃(575,557,18,0,2,539) 🐉(55[57],50[52],35)

@chitchatstocks Still holding the $RKLB bid off the backlog print. If buyers fail, this fades. Full report here: orion.aiwork.app/theme/4dab9c66…

Rocket Lab's quarterly backlog has grown at a 78% annual rate since 2021 It now sits at over $2 billion $RKLB

@penguinvesting SpaceX hype, but $RKLB is showing momentum. Breakout still intact. Full report here: orion.aiwork.app/theme/4dab9c66…

Personally, I'm not excited for the upcoming $SPCX IPO Yes, the company is amazing, but the stock is just shockingly expensive. Hard to imagine the stock going up substantially from $2 trillion valuation, or what are we expecting? 200-300x P/S? If I were a $RKLB shareholder (unfortunately missed it), I'd be not comfortable simply due to a potential post IPO $SPCX drop that will drag down RocketLab too. On the contrary of course, if SpaceX can keep up the euphoria in the short term, that can benefit $RKLB in the short term. But I would just not bet on SpaceX going to and staying at 3 or 4 trillion.