| Date | Tweet |
|---|
| 2026-07-08T12:49:57 | Blue Origin reportedly raising $10B at a $130B valuation per NYT.
Seems pretty positive for $RKLB, $ASTS, and other space names in terms of relative valuation anchoring.
If SpaceX and Blue Origin is able to set such high valuations. https://t.co/04W7phuIwr → · 1688 likes · 479,260 views |
| 2026-07-02 | @SUOHA_AI I remember first investing in $RKLB back at $15 or so.
It just find it rare to get exposure to a downstream + frontier sector leader. So I’m personally not missing this chance again with $CCXI. → · 140 likes · 28,289 views |
| 2026-07-02 | Names like LeaderDrive are at all time highs? Depends on the company of course.
Liquidity works a little differently in America, usually focuses on downstream frontier industries like space, robotics, AI, and such.
If we look at $RKLB for space as one example that has premiums relative to revenue. → · 53 likes · 31,625 views |
| 2026-07-02 | @KlNKLAADZE My opinion is that CEOs should keep the equity they have and work toward making that appreciate in value. Like what $RKLB founder does.
Rather than relying on large compensation grants. → · 186 likes · 28,089 views |
| 2026-06-29T05:26:31 | Honestly this decade from 2020-2030 might be the most goated in human history.
- Scaling massive reusable rockets for orbital compute with $RKLB to $SPCX.
- on the cusp of ASI and recursive learning with Anthropic and OpenAI
- Backflipping Boston Dynamics and Unitree humanoids to replace the hum… → · 3011 likes · 586,713 views |
| 2026-06-26T03:51:47 | There's a global correction right now, no clue when it stops.
Kospi is down -8.18% (Sk hynix/Samsung)
Nikkei is down -4.8%
TWSE Index is down -3.82%
As you've seen with $SOI or $RKLB dropping 30-40%.
From personal experience, high beta stocks get hit a lot harder, but usually frontrun index dro… → · 1867 likes · 829,006 views |
| 2026-06-25T14:51:04 | Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS and $RKLB down 40% 1M.
- Popular AI names like $PLTR is down ~35% YTD.
- Software like $CRM down -40%.
- Bitcoin sub … → · 3023 likes · 839,344 views |
| 2026-06-20T11:52:49 | I think u must be new here.
Many of my ideas get intense backlash at the start, especially the more original they are.
$AXTI - endless hate to the point I got banned from the $RDDT WSB forum.
They thought it was some scam Chinese company, but Reuters, Epiwafer company earnings, and institutions … → · 2258 likes · 724,798 views |
| 2026-06-12T04:26:43+00:00 | 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… → · 1458 likes · 622,296 views |
| 2026-06-12T02:39:57+00:00 | 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 → · 2253 likes · 514,055 views |
| 2026-05-25 | 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 → · 2502 likes · 352,110 views |
| 2026-05-22 | @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. → · 280 likes · 63,849 views |
| 2026-05-22 | @planetsidemarco Super cool you're working at $RKLB, one of my favorite companies. Hope you're having fun there! → · 90 likes · 15,712 views |
| 2026-05-22 | $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 → · 1243 likes · 207,927 views |
| 2026-05-20 | Majority of US capital as well as US investors can't access $SIVE right now.
So if they get listed on NASDAQ, it's just a massive new inflow of capital. Especially if institutions want to buy the float.
Historically with $HOOD, $RKLB, $NBIS and others, US institutions try and accumulate 50-70%. … → · 143 likes · 12,771 views |
| 2026-04-25 | @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. → · 129 likes · 39,543 views |
| 2026-04-25 | 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 designed into $AAPL, $MR… → · 217 likes · 26,167 views |
| 2026-04-25 | 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 Rocketlab success wit… → · 96 likes · 13,257 views |
| 2026-04-25 | Two most viral stories on $RDDT:
1. Turning $252K -> $7.7M with $AMD
2. Turning $167K -> $2.2M with $RKLB.
These stores are likely true, since it's possible to find these niche leaders to change your life around:
Again and again across different industries with semis to space.
What matters is:
… → · 1614 likes · 191,074 views |
| 2026-04-24 | Just putting out there...
Would have been +15.02% in 2W equal-weighted return.
On 30 different stocks... mostly medium-large cap.
1. $INTC +29.62%
2. $MRVL +40.95%
3. $TSM +4.72%
4. $COHR +18.9%
5. $RKLB +26.76%
6. $DRAM +12.29%
7. $AVGO +18.32%
8. $AMZN +9.17%
9. $ARM +36.6%
10. $TSEM -1.25%
11… → · 1643 likes · 317,745 views |
| 2026-04-23 | @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. → · 102 likes · 11,622 views |
| 2026-01-24 | @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. → · 27 likes · 10,712 views |
| 2026-01-20 | @AnalizAyaz $NBIS, $RKLB, $IBIT, $TSM, $LPTH → · 32 likes · 10,571 views |
| 2026-01-20 | Good question! It’s kinda like $RKLB is from New Zealand but benefits from US DoD funding.
$DPRO gets benefits from both Canada and US funding as its ndaa compliant
Again there are tons of risks since its early stage and don’t expect much to be priced in until their future earnings. I just though… → · 10 likes · 3,990 views |
| 2026-01-20 | I’ve initiated small positions in $DPRO ($240m).
This is an end-to-end war drone contractor and Draganfly looks like the $RKLB to Ondas.
$ONDS went from ($.51 -> $15, 13x) and was looking for an equivalent.
Here’s what markets (and myself missed).
Draganfly is a vertically integrated defens… → · 677 likes · 287,027 views |
| 2026-01-19 | $AVAV definitely. It’s the gold standard and is already part of replicator. (So already successful alongside $KTOS)
$AIRO is for counter UAV replicator, highest potential for lowest downside risk.
I’ll do a write up on $DPRO later but it reminds me of early stage $RKLB, very speculative upside. → · 27 likes · 7,508 views |
| 2026-01-19 | US Futures are down due to Greenland Tariff news.
Many popular names on EU stock exchanges are now down:
$ONDS (-8.55%) or $RKLB (-7.65%).
Here's how to potentially profit off the situation:
Tier 1: Supply Chains
This is a dispute with NATO Allies. This threatens supply chains.
Many US defen… → · 600 likes · 269,001 views |
| 2025-12-22 | I’d be impressed if ChatGPT could write comparisons between OF and card networks alongside personal experiences regarding stablecoin investments in the private sector.
Institutions did not balk at $31, $CRCL was vastly oversubscribed and the GENIUS act for stablecoins was passed after IPO.
If you … → · 10 likes · 2,185 views |
| 2025-12-20 | 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 goes $ALAB. → · 21 likes · 5,358 views |
| 2025-12-20 | 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 double in a year.
But… → · 29 likes · 7,969 views |
| 2025-12-15 | 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 thought it could become t… → · 48 likes · 6,945 views |
| 2025-12-14 | @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. → · 17 likes · 2,461 views |
| 2025-12-14 | 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 term when people buy … → · 359 likes · 188,938 views |
| 2025-12-10 | So from what I've seen personally with $NBIS, it's largely ATM overhang + sector drag + short term shorts, and large amounts of open interest expiring on the 19th.
For example, $CRWV was up 5.13% yesterday, while $NBIS was down 3.91% same day, and I'd attribute that to either shorts/ATMs.
It's a… → · 28 likes · 2,684 views |
| 2025-12-06 | 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 ( $NBIS ) Waymo went f… → · 294 likes · 83,812 views |
| 2025-12-05 | @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. → · 9 likes · 1,440 views |
| 2025-11-23 | Overall I'm up a lot. I was just referring to this past month where many of my gains like $NBIS were wiped out.
I'm below cost average right now on $NBIS in the $90s, which was surprising.
$META was $640 cost average on recent calls but I'm down 6 figures on that position since I did option calls… → · 5 likes · 622 views |
| 2025-11-23 | @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/… → · 10 likes · 1,626 views |
| 2025-11-19 | 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 recently it is kinda ov… → · 62 likes · 8,447 views |
| 2025-11-19 | I probably can't comment much on defense/energy/battery stocks since it's not my area of expertise. @RJCcapital probably a knows a bit more about energy given how much energy they put in posting about Sydney Sweeney and Duolingo/Antonio.
Jokes aside, directionally energy is popular due to AI build… → · 5 likes · 1,224 views |
| 2025-11-18 | Thanks for following me on $RDDT! Very humbled by my regarded roots behind the Wendys dumpsters.
Lot of the sells like $CRCL, $BMNR, $RGTI finally played out. Tons of buys like $NBIS, $SNAP, $META, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM right now from the market drop.
I need… → · 16 likes · 1,726 views |
| 2025-11-18 | @platochi has a valid thesis too. There's not one correct one for sure, but my core reasoning is that there's improving fundamentals (forward earnings, margins, growth), across the board from hyperscalers like $GOOG, $AMZN down to growth stocks from $HOOD, to $RKLB.
If companies started missing ea… → · 9 likes · 1,622 views |
| 2025-11-18 | @hereforgoodish2 There's too many good buys right now. Can't go wrong with $META, $NBIS, $SNAP, $RDDT, $ALAB, $IBIT, $WULF, $CIFR, $RKLB, $WLAC, or $TSM.
I'm sure there's more I missed out but the selloff was broad so it's a good chance to buy into stocks with growing fundamentals. → · 8 likes · 1,067 views |
| 2025-11-18 | Markets are seeing a drop in most growth stocks right now.
In the past 5 days:
· Cloudflare [ $NET ]: $192.99 (-15.23%)
· Rocketlab [ $RKLB ]: $42.50 (-19.35%)
· Iren [ $IREN ]: $46.6 (-28.74%)
· Hims [ $HIMS ]: $35.15 (-15.61%)
have lost their recent gains. Why?
Right now, we're seeing mechani… → · 159 likes · 323,830 views |
| 2025-11-18 | Every high beta/“risk”/growth asset from $RKLB, $HOOD, $BTC (89k now), $HIMS is being obliterated.
It’s a great reset from cascading margin liquidations and capitulation (based on semi-valid concerns) despite seeing improving fundamentals across the board.
$IREN retail is selling off for example j… → · 9 likes · 1,973 views |
| 2025-10-23 | Breaking: U.S. Government moves to take stakes in quantum computing firms, a huge game-changer.
National security names - AI ( $NBIS ), Energy ( $TE ), Space ( $RKLB ), Minerals ( $MP ), Quantum ( $RGTI, $IONQ, $QBTS) - could see a violent reversal as shorts scramble to cover and MM hedging mechani… → · 230 likes · 57,664 views |
| 2025-10-22 | Yeah it's definitely rough times right now for a lot of investors, $HOOD down 7%, $RKLB down 10%, $TE down 13%, $CIFR down 15%, many quantum names down 20% all in a single day. Very stressful for most people.
Anything high beta/growth got nuked together.
But the positive thing is, if it's already… → · 10 likes · 2,371 views |
| 2025-10-22 | Looks like there's also a selloff across all high-beta stocks right now too from $HOOD, $RKLB, to quantum. $NBIS sold off before the others so the 7% drop today on top of the existing 23%+ drop is icing on the cake.
24B marketcap... for a company scaling hundreds of %+ to $4-6B ARR on ~60-75% gros… → · 38 likes · 4,454 views |
| 2025-10-22 | @AkaliOnYT Yeah /r/wallstreetbets is a great bottom signal for $NBIS and others.
They’re often directionally right long term $RKLB, $HOOD, $TSM, and $MU but have 1 month long attention spans.
It's a special skill to convince yourself to do the opposite. → · 39 likes · 4,351 views |
| 2025-10-19 | @soulbiri1 Yeah I'll do a writeup! It's a bit special right now for tax purposes, I wouldn't really sell stocks I still think would go back up if it weren't EOY.
Also don't trust me on selling wining positions with high conviction, I trimmed like $600k of $RKLB at $30. Probably just hold https://t… → · 4 likes · 845 views |
| 2025-09-27 | @DeepIceValue lol I saw NVO and UNH and then looked at your profile and realized it was more so value investing.
If I had to choose, would be $NBIS or $TSM 1-2 years.
Then $RKLB for a 3 year timeframe.
Value investing basket would be: $TGT, $UPWK, $PYPL, $LULU, $UNH, $NVO → · 21 likes · 2,768 views |
| 2025-09-24 | 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 aside a good amount f… → · 15 likes · 2,143 views |
| 2025-09-24 | $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 direction with AR and s… → · 11 likes · 7,300 views |
| 2025-09-23 | @__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 → · 6 likes · 1,435 views |
| 2025-09-21 | It's not because of a price rally. It's because since then, $NBIS has 17B from $MSFT for multiple years, $4.1B+ now raised for capex last week on good terms, with additional rate cut tailwind projected from 3 days ago.
We've also seen MSFT be compute strained and OpenAI go to $GOOGL. With other hyp… → · 8 likes · 934 views |
| 2025-09-20 | 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 consumer base + addin… → · 4 likes · 668 views |
| 2025-09-19 | $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 the most on a 5 year… → · 8 likes · 1,551 views |
| 2025-09-19 | I agree, hyperscaler chips is the biggest threat to $NVDA's 4T+ empire + GPU providers. But, $NBIS and $CRWV are NVIDIA's solution to protecting it's moat and GPU margin compression.
So they're supporting companies like NBIS on purpose to diversify demand from hyperscalers and prevent margin compr… → · 13 likes · 1,574 views |