Bullish8/19/2026
$RKLB remains a Strong Buy 🚀
Rocket Lab is much more than a Neutron story:
• Record $234M Q2 revenue
• Record $2.36B backlog
• Major Space Force wins
• Iridium expands the vertical-integration strategy
• ~70% upside in my 2030 valuation framework
https://t.co/SdCvY4axcY
View original →$RKLB remains a Strong Buy 🚀
Rocket Lab is much more than a Neutron story:
• Record $234M Q2 revenue
• Record $2.36B backlog
• Major Space Force wins
• Iridium expands the vertical-integration strategy
• ~70% upside in my 2030 valuation framework
https://t.co/SdCvY4axcY
View original →Bearish6/5/2026
Rocket Lab's business keeps getting stronger, but I believe the stock has gotten ahead of itself.
Highlights:
📈 Revenue +63.5% YoY
🚀 Backlog $2.2B
🛰️ Neutron in 2026
After a 43% rally, I'm downgrading Rocket Lab to Sell.
Report on @SeekingAlpha:
https://t.co/CqrxEukIZE
View original →Rocket Lab's business keeps getting stronger, but I believe the stock has gotten ahead of itself.
Highlights:
📈 Revenue +63.5% YoY
🚀 Backlog $2.2B
🛰️ Neutron in 2026
After a 43% rally, I'm downgrading Rocket Lab to Sell.
Report on @SeekingAlpha:
https://t.co/CqrxEukIZE
View original →Bullish5/25/2026
🚀 Nebius Group is increasingly growing into its valuation.
Q1 2026 highlights:
📈 Revenue +684% YoY
💰 EBITDA margin expanded to 32.5%
⚡ Contracted power guidance raised to >4 GW
🤖 Hyperscaler AI demand keeps accelerating
Read on @SeekingAlpha: https://t.co/3TP2V14NRh
View original →Rocket Lab Enters Europe, Building A Full Defense Stack https://t.co/UW0gxOx3Un
View original →Rocket Lab ($RKLB) is up 88% since my last Buy — but I now rate it a Sell. 🚀
Neutron optimism has pushed valuation far ahead of fundamentals signaling downside into 2026.
👉 Full analysis: https://t.co/oCVs2yhKCi
#RocketLab #Space #Defense #Aerospace #Investing #stocks
View original →Commented on $RKLB - Rocket Lab: Wall Street Should Focus On Progress Now, Golden Dome Later. https://t.co/3sYacvhoSZ
View original →Commented on $RKLB - Rocket Lab: Still A Buy Despite High Valuation. https://t.co/HeV0dGW8iB
View original →Commented on $RKLB - Rocket Lab Lift Off: Huge $5.6 Billion Neutron Win. https://t.co/ggHwyC5gH7
View original →