ValueOverPrice

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ValueOverPrice

@ValueInIdeas

$RKLB + $OUST

Singapore Katılım Aralık 2024
162 Takip Edilen5.4K Takipçiler
ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB Worth remembering: Rocket Lab's capabilities are helpful to defense companies beyond Kratos. Anduril also booked 3 hypersonic test launches on Rocket Lab's HASTE vehicle. I'm sure the demand is only going to grow from here.
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Shay Boloor@StockSavvyShay

$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.

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PeterTrades
PeterTrades@GpeterTrades·
@ValueInIdeas Lol yeah especially these ones who say it goes back to 5 dollars like bruh 😂
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB New Peter Beck interview on the BBC: "Despite billions of dollars and over 100 companies trying, there have actually only been two companies to pop out the other end that have been able to provide a regular and reliable service on a rocket to space. So despite the competition, unfortunately, it still remains really, really difficult." Launch is Rocket Lab's massive moat. Even though it's only 30% of their business, it's clearly a huge competitive advantage. Bullish.
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
@GpeterTrades Same! Especially with so many trolls on here whining about how it's gonna go lower :)
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
@vinantr Yes, sir! Because that means 6 figs and more when we go up again as well :)
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB Still bullish ;)
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Earth2Space
Earth2Space@Space2Terra·
@ValueInIdeas Yes, honestly I am not really a sensitive type of guy, so I welcome up and downs 😄
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Space & Defense Sector
Space & Defense Sector@SpaceSector001·
@ValueInIdeas I thought it was because I stubbed my toe and used bad language. I’m relieved it wasn’t my fault 🙏🙏🚀
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB Rocket Lab is down today because of: ✓ Macro noise ✗ Failed launches ✗ Declining revenue ✗ Broken execution The business hasn't changed, which is exactly why I'm not worried.
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB RocketMan said it well: When a company is executing like Rocket Lab, it's just a waiting game. We waited for years when Rocket Lab traded between $3 and $7 and we'll wait now as well if necessary.
RocketMan@RKLBMan

This market has beat a lot of stocks up. Space stocks in particular are down 50% from highs. Yes, a lot of them ran up due to $SPCX excitement, but combined with macro uncertainty and $SPCX hedging, weve entered max pain territory. Fundamentally, nothing about these companies have changes. $RKLB is still executing and has massive catalysts coming. $ASTS is building birds to fly. $LUNR $VOYG $FLY and more are amassing contracts to build credibility and revenue momentum. Eventually things will normalize and these stocks will be in favor again. IMO it's just a waiting game.

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ValueOverPrice retweetledi
Scott O
Scott O@scotto2050·
BREAKING 🚨 Rocket Lab just updated the data sheet for their 12Nms Reaction Wheel. Dated July 2026, this sheet mentions '1400+ units launched', which happens to align with a certain 'unannounced' constellation 😏 $RKLB 🤝 $AMZN 🚀🛰️
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Scott O@scotto2050

An unrelated Amaz- er- announcement: Rocket Lab are now estimated to have delivered north of 2,000 reaction wheels to orbit - the vast majority of which have been since the acquisition of Sinclair Interplanetary in April of 2020. Long $RKLB 🚀

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ValueOverPrice
ValueOverPrice@ValueInIdeas·
@Space2Terra Hang in there, mate. I don't even know exactly how much I'm down cause I don't check the portfolio anymore but it's a lot..
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Earth2Space
Earth2Space@Space2Terra·
@ValueInIdeas I am full port ASTS and RKLB. My portfolio is now exactly the half of 2 months ago 😂
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$OUST This is why I believe Ouster has significant growth ahead: Ouster has aligned its roadmap with the exponential trajectory of Moore's Law, similar to Apple and Nvidia. Angus Pacala, Ouster's CEO, explains: "We've paid special attention to this by aligning our roadmap as closely as possible with this exponential trajectory in the underlying semiconductors. So while we build this product line today, we don't reinvent these products every year from the ground up. Instead, we redesign the chipset, this laser and detector array every year and swap those into this standard set of products to unlock exponential improvements in the technology year after year after year." I think this is a really smart approach. Even though this presentation is from 2021, it's clear Ouster has stayed committed to the same strategy.
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
@TheVan151 Got you. But yeah, that's not something I worry about. I think only a small minority of people don't understand the difference between market cap and stock price. The people with enough capital to move the market generally know to look at market cap, not the share price.
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The Van 🚀🛰🦛
The Van 🚀🛰🦛@TheVan151·
I'll try and explain better. Remember back a couple of months before the IPO the estimated SPCX stock price was going to be about $500 based on the 1.5-2 Tril valuation (l don't know how many shares that totaled)? The a few weeks before IPO they announced a stock split prior to release that dropped the price to about $150 and it opened at about $175. So what l'm saying is that people, who don't understand the sector, look at RKLB stock (and others) and say it can't be worth anywhere near SPCX stock even though it was only 1 month back and that drives the RKLB price down. Its like the market, because people don't understand it, will always think SPCX, because it is by far the biggest company, has to be worth a lot more then RKLB but they forget that there are x3 as many SPCX shares out there on the market. Hope that makes it clearer?
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ValueOverPrice
ValueOverPrice@ValueInIdeas·
$RKLB Who cares about the short-term stock price when Rocket Lab keeps executing like this? Every day brings Neutron one step closer.
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Rocket Lab@RocketLab

Archimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty). The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space. Recent AVac testing included a stub skirt for the nozzle. Since full length vacuum nozzles at ground level risk flow separation and instability, stub skirts are used to anchor our engineers' analysis for how the engine will perform with the full nozzle in vacuum conditions - all critical preparation for Neutron's first flight.

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Earth2Space
Earth2Space@Space2Terra·
@ValueInIdeas I found these periods where stocks are beated down an immense opportunity for us, long term investors.
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