PeterTrades

I think $ABCL can become a $20B company. That would put the stock around $65–66/share. The reason is that $ABCL is not just a normal biotech trying to get one drug approved. They developing drugs too but the bigger opportunity is the platform imo. They are building a system that can help discover antibody drugs faster, better, and at scale. That is why the Jazz agreement is so exciting. It just proved my point. It shows that pharma is willing to pay for access to what AbCellera is building. If they keep executing, keep signing partnerships, keep moving internal programs forward, and prove that the platform works, I can absolutely see the market valuing this company at $20B one day. Especially in this market. We have companies with little to no revenue trading at massive valuations because the market believes in the future story. So why can’t $ABCL get there if the platform actually works?

@ykykykkkkkkkkk People panic like it came out of nowhere 🤣

로켓랩 CEO 피터 벡 매도 정리 $Rklb 피터 벡 관련 Equatorial Trust가 2026년 7월 6일~7월 8일 사이 로켓랩 주식을 매도함 공시상 이번 거래는 2026년 3월 27일 채택된 Rule 10b5-1 계획에 따라 자동 집행된 매도임 총 매도량은 약 327.6만 주. 일자별로 보면: 7월 6일 986,197주 매도 평균 매도가는 약 95.33달러 가격대는 약 92.81~101.57달러 7월 7일 1,298,622주 매도 평균 매도가는 약 84.92달러 가격대는 약 83.58~90.26달러 7월 8일 990,960주 매도 평균 매도가는 약 82.86달러 가격대는 약 81.59~86.12달러 전체 기준 총 매도량: 3,275,779주 총 매도대금: 약 2억 8,641만 달러 전체 가중평균 매도가는 약 87.43달러 가격대별로 보면: 약 81~86달러 구간 약 204.5만 주 매도 약 86~91달러 구간 약 24.4만 주 매도 약 92~102달러 구간 약 98.6만 주 매도 이번 매도는 Equatorial Trust가 2026년 3월 27일 채택한 Rule 10b5-1 거래계획에 따라 자동으로 발생한 매도라고 명시돼 있음. 즉, 3월에 미리 정해둔 10b5-1 계획매도의 실제 집행분이므로 큰 악재는 아님

@Mr_Derivatives Isn't it flat or I am looking a different kospi? 🤣

Korean stock market KOSPI down big again overnight. Now -25% off the ATH’s set literally just three weeks ago.

@ValueInIdeas Yup, Its because it's like forbiden fruit, everyone wants a piece of it when they can't get it 🤷

$RKLB For some reason, certain investors always seem more intrigued by private companies, even when better opportunities are already public. If Rocket Lab were still private and valued at $50 billion, many of the same people would be saying, "OMG I wish I could invest"

$RKLB is having another weak day, $OUST has been getting hit after the offering, and $ABCL is consolidating after a big move. Not fun to watch, but this is also where investing gets real. Everyone has conviction when stocks are going up. Everyone says they are long term when the chart looks perfect. But the real test is what you do when the names you like start pulling back, chopping, or sitting there doing nothing. One thing that changed for me this year is that I’m trying to invest in companies I actually want to buy when they go down. No more random tickers, not just hype but companies where I understand the thesis enough that a drawdown does not automatically make me panic. $RKLB for space infrastructure. $ABCL for antibody discovery and internal programs. $OUST for Physical AI and perception infrastructure. Different companies, different risks, same idea: if the thesis keeps improving and the company keeps executing, short-term volatility is part of the game. Because if you cannot survive normal pullbacks, consolidations, and ugly candles, you probably will not hold long enough to get the big move either. That’s the hard part. Finding exciting companies is easy. Sitting through the volatility without doing something stupid is the actual work.

Are we going shopping today? $ABCL $OUST $RKLB

$ABCL is holding up surprisingly well after that big move. The stock ran hard, and instead of completely giving it back, it’s been consolidating around this area. That’s usually what I want to see after a sharp move. Not straight up every day, not some crazy squeeze that dies in two sessions, but digestion. Let the stock build a new base and let people decide if this is just a short-term trade or the beginning of a bigger re-rating. And on the company side, they keep quietly adding serious people around the business. AbCellera appointed Dr. Lynn Seely to the Board of Directors as an independent director. She has experience developing medicines across endocrinology, oncology, and women’s health, which is interesting because it also comes at a time when ABCL635 results are should be coming soon. I’m not saying the board appointment means anything specific for ABCL635. But the timing is interesting. .

So the market is really selling off $RKLB because Peter Beck sold stock? Even though it was a pre-planned 10b5-1 sale that was finalized back in March? Come on. He didn't wake up today and decided he no longer believes in Rocket Lab.😅

@RealMattMoney Added today. Its crazy how price dictates sentiment

$RKLB is a good buy here at $84-$85. May dip its toes into the $70s and lots of folks gonna point, giggle and say I told you so, but we’ll see who is giggling in 5 years.

@Mr_Derivatives I have added to $RKLB today. Its not like anything changed lol.

$RKLB $ASTS Good pullbacks for a reload today.

@Tupenough The offering was priced at $55.22 and was expected to close on or about July 6, subject to normal closing conditions. That’s pretty standard wording. Unless they announce it failed or was withdrawn, I don’t think it means they’re having trouble selling shares.

@GpeterTrades Thw public offering hasn’t closed. Which means they are having trouble selling shares at $55.22.

$OUST is down hard again today. The public offering was priced at $55.22/share, and now the stock is trading around $45. So the market is basically giving you shares below the price institutions just paid in the offering. Does that mean it has to bottom today? No. Could it keep selling off? Absolutely. But if you liked the Physical AI / perception infrastructure thesis before, I don’t see how this automatically makes the story worse. They raised capital after a huge run, strengthened the balance sheet, and now the stock is trading below the offering price.

@steve2bacon I was promised the most bullish month in a year and instead we got this. 🤣

@bennybigbull That's a nasty breakdown

yikes $TE 🫣

Ahh I was a day early 😂 $QQQ $SPY

@Algo_Stoney Lol this is so accurate

Wait 4 days excited for the markets to open *Stocks nuke at open and chop all day* 💀

@SayNoToTrading At what level you would be adding to $RKLB?

A few people have asked if I’m buying the $ASTS dip. Nope. I need high $60s. Would consider 100-200 in low $70s but not higher. As you can see, all my lots kept are tightly clustered from $63-65. I do have the 200 at $64.94 from the June 25th dump.

@GpeterTrades We need a little red to cherish the green

$OUST $ABCL $RKLB All of my positions are red when $QQQ up 1.6%, what is this cancer, can someone fix this. 😅