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$Rocket Lab (RKLB.US)$ Give it a chance to get back to 75
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$Rocket Lab (RKLB.US)$ It's very simple: in the future, only truly profitable space stocks will survive—especially those with their own launch capabilities. All the other trendy, low-quality players will be easily weeded out. SpaceX, as the undisputed leader, has benefited from numerous tailwinds: space-based data centers, vertically integrated launch and infrastructure capabilities, and possibly even plans to manufacture its own chips (Terafab). Add to that Elon Musk—a charismatic figure promoting grand visions like colonizing Mars—and it’s guaranteed to attract massive early attention and capital. So this stock will definitely pull back. But having a clear market leader is actually good news for the number-two player. Look at how Micron performed when SK Hynix and Samsung were strong—it didn’t just stagnate, right? It just takes time for the market to stratify and differentiate. So buying now is essentially a bet that Neutron’s future launches succeed and that this success leads to more contracts. However, there’s another major event: tomorrow’s interest rate decision. If you’re worried about volatility, wait until after the rate announcement before deciding whether to buy.
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$Rocket Lab (RKLB.US)$ it is really unfair without reason these entire sector going down except 1 stock.
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$Hewlett Packard Enterprise (HPE.US)$ Man, I shouldn't have sold some shares just to buy NVTS—laughing so hard
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$Rocket Lab (RKLB.US)$ Heavily discounted—buy more if it drops further
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$AXT Inc (AXTI.US)$ That’s quite impressive, even though it’s due to China easing INP export restrictions
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$Rocket Lab (RKLB.US)$ We still need to wait for Neutron
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$SpaceX (SPCX.US)$ Very interesting—Taiwan Semiconductor's market cap
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