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Rocket Lab RKLB (Page 9 of 17)

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4/27/2025 4:22:28 PM EDT
[#1]
Anyone have some thoughts on BBAI (Big Bear AI)

Seems like the "Temu" version of Palantir but they just got a contract to support some shipyards in the US and their share price is going back up.

Think it's probably a degenerate gambling play, but was curious if they were on anyone's radar
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
4/27/2025 4:53:02 PM EDT
[#2]
@The_Master_Shake
Looking at the numbers it looks like BBAI was getting close to profitability until last earnings when they missed big time.  What concerns me is that they only have around $50M on the balance sheet, I would be very concerned that they may have to raise money before they become GAAP profitable.

I’ve thought about buying some shares or LEAPS as a lottery ticket play but I personally wouldn’t take a significant position.
4/27/2025 5:12:29 PM EDT
[#3]
Quote History
Originally Posted By Procat:
@The_Master_Shake
Looking at the numbers it looks like BBAI was getting close to profitability until last earnings when they missed big time.  What concerns me is that they only have around $50M on the balance sheet, I would be very concerned that they may have to raise money before they become GAAP profitable.

I’ve thought about buying some shares or LEAPS as a lottery ticket play but I personally wouldn’t take a significant position.
View Quote


Appreciate the info Procat!

I saw the hallmarks of a PLTR (AI, defense industry, new gov contracts being awarded) and thought maybe this was the next ticket, but after watching a couple interviews with their CEO I was curious what the consensus was.

Honestly I'm looking for a bit of a lottery ticket, but there are a lot of attractive buys right now and I'm cash strapped

Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
4/27/2025 6:09:56 PM EDT
[Last Edit: Procat][Edited] [#4]
If you want a rabbit hole to fall down look into Ae Industrial Partners, they are the biggest holder of BBAI owning 22% of the company. Dr Reggie Brothers, former CEO of BBAI, is a partner there. Link that summarizes it
ETA looks like AEI created BBAI
5/3/2025 6:14:17 PM EDT
[#5]
RKLB EARNINGS NEXT WEEK - LET'S TALK

Earnings preview video
5/6/2025 8:43:35 AM EDT
[#6]
5/7/24 was 52 week low.
Was that earnings report last year?
"I got this. We'll skip the dicks" DK-Prof 12/7/21
5/6/2025 9:19:50 AM EDT
[Last Edit: Procat][Edited] [#7]
Google says Q1 2024 earnings was 5-6-24 so yes. Looking at the chart it looks like it started running after earnings thus the low and not a dip.
5/8/2025 8:55:37 AM EDT
[#8]
Earnings after the bell today. With rumors of trade deal(s) being announced this morning this should be exciting day.
5/8/2025 11:26:32 AM EDT
[#9]
Quote History
Originally Posted By Procat:
Earnings after the bell today. With rumors of trade deal(s) being announced this morning this should be exciting day.
View Quote


I wonder if they still track on Neutron launch
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 11:59:07 AM EDT
[#10]
Quote History
Originally Posted By The_Master_Shake:


I wonder if they still track on Neutron launch
View Quote


I would be shocked if it didn’t come up on the call.
5/8/2025 12:31:28 PM EDT
[Last Edit: The_Master_Shake][Edited] [#11]
Quote History
Originally Posted By Procat:


I would be shocked if it didn’t come up on the call.
View Quote


I think they state "it's tracking" regardless lol

In unrelated space news, my LUNR stock is doing rather well today!
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 1:26:12 PM EDT
[#12]
Rocket Lab 2025 Q1 Earnings Call with the BoyZ!
5/8/2025 1:35:25 PM EDT
[#13]
@The_Master_Shake
Almost forgot about LUNR. Made some $$ off them selling cash secured puts but never got assigned.  Realized I’d rather have more RKLB.

Ended up selling a bunch of puts on BBAI after you brought them up last.  Got lured in by the chance of making 8% in 3 weeks but chickened out when only about 40% of the profit was realized.
5/8/2025 2:24:57 PM EDT
[Last Edit: The_Master_Shake][Edited] [#14]
Quote History
Originally Posted By Procat:
@The_Master_Shake
Almost forgot about LUNR. Made some $$ off them selling cash secured puts but never got assigned.  Realized I’d rather have more RKLB.

Ended up selling a bunch of puts on BBAI after you brought them up last.  Got lured in by the chance of making 8% in 3 weeks but chickened out when only about 40% of the profit was realized.
View Quote


That's awesome!

I opted not to move into BBAI after we chatted since I want a little more dry powder ready for a potential dip.

I purchased LUNR during the "Liberation Day" dip as I wanted to diversify a bit from RKLB and PLTR (being almost 50% of my portfolio).

I also purchased a little bit of RDW on the same day and and right now I'm up about 35% on both picks so feeling pretty good

Still not messing around with options, it's in the cards for me someday but happy with the slow and steady strategy for the time being.
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 4:18:00 PM EDT
[#15]
Met EPS
Beat Revenue
Stock dumping LOL
5/8/2025 4:39:55 PM EDT
[#16]
Quote History
Originally Posted By Procat:
Met EPS
Beat Revenue
Stock dumping LOL
View Quote


*laughs in longtime RKLB holder*
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 4:48:04 PM EDT
[#17]
Quote History
Originally Posted By Procat:
Met EPS
Beat Revenue
Stock dumping LOL
View Quote

On the bright side they announced a contract with the Air Force.
And Bitcoin hit >$100k, Not much chatter about that.
5/8/2025 4:50:48 PM EDT
[Last Edit: The_Master_Shake][Edited] [#18]
I'm just your average regard but it seems like a lot of companies lately pump into earnings, put up decent numbers, the stock tanks, the next couple days it corrects

I don't know if that's just the macro doing its thing though
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/8/2025 5:17:29 PM EDT
[#19]
Peter Beck just said on the call that Neutron is still on track to fly later this year.
5/9/2025 11:23:02 AM EDT
[#20]
Bought back my $19 puts that expire today for $0.03
Sold even more $18 puts for June 20th for $0.87

5/9/2025 12:57:45 PM EDT
[#21]
Neutron | Stage 1 Qualification
5/13/2025 8:54:56 AM EDT
[#22]
LUNR mooning right now on earnings
5/13/2025 5:35:41 PM EDT
[#23]
Quote History
Originally Posted By Procat:
LUNR mooning right now on earnings
View Quote


I started my LUNR position right after their second lander tipped over back in early March

Feeling good! 66% up right now
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/13/2025 7:32:56 PM EDT
[#24]
Quote History
Originally Posted By The_Master_Shake:


I started my LUNR position right after their second lander tipped over back in early March

Feeling good! 66% up right now
View Quote
I added to my LUNR position right after their second lander tip over. Feeling great!
For a people who are free, and who mean to remain so, a well-organized and armed militia is their best security.
Thomas Jefferson

"He didnt punch anybody. He punched an idea." DrFrige
5/13/2025 8:36:08 PM EDT
[#25]
Quote History
Originally Posted By JCoop:
I added to my LUNR position right after their second lander tip over. Feeling great!
View Quote


I really dig the story to LUNR

You can tell people about the space economy, you can talk about the earnings numbers, but when someone asks about LUNR I just tell them they were the first private company to successfully land a spacecraft on the moon.

I'm bullish
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/14/2025 8:43:46 AM EDT
[#26]
Quote History
Originally Posted By The_Master_Shake:


I really dig the story to LUNR

You can tell people about the space economy, you can talk about the earnings numbers, but when someone asks about LUNR I just tell them they were the first private company to successfully land a spacecraft on the moon.

I'm bullish
View Quote
It's going to be critical for them to stick the next mission, IM-3, this fall. If they don't, things could get ugly. If they do, Lambo time!
For a people who are free, and who mean to remain so, a well-organized and armed militia is their best security.
Thomas Jefferson

"He didnt punch anybody. He punched an idea." DrFrige
5/14/2025 9:55:07 AM EDT
[#27]
In for 300 shares of LUNR under $12 this morning.
5/14/2025 2:47:18 PM EDT
[#28]
From Sci-Fi to Reality: Rocket Lab’s Pioneer Spacecraft Delivers In-Space Manufacturing
5/17/2025 4:48:42 PM EDT
[#29]
Rocket Lab - 'The Sea God Sees' Launch

Launch last night
5/17/2025 5:24:14 PM EDT
[#30]
Quote History
Originally Posted By Procat:
https://www.youtube.com/watch?v=5ikgtJOeDW4
Launch last night
View Quote


Even after some insane gains, I'm still very bullish on RKLB in the next 3-5 years

I feel like this is one of those stocks that may help me retire early.
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/17/2025 6:18:28 PM EDT
[#31]
Quote History
Originally Posted By The_Master_Shake:


Even after some insane gains, I'm still very bullish on RKLB in the next 3-5 years

I feel like this is one of those stocks that may help me retire early.
View Quote


Agreed. Figure even at a 30-35B market cap it would be a $75 stock.
5/17/2025 6:22:34 PM EDT
[#32]
Quote History
Originally Posted By Procat:


Agreed. Figure even at a 30-35B market cap it would be a $75 stock.
View Quote


I get the SpaceX to RKLB market cap comparison isn't totally fair . . . but RKLB would do a 3X if it was valued at even a 10th at SpaceX

Bullish AF and I don't think it will take 10 years to get there
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/19/2025 7:05:20 PM EDT
[Last Edit: Procat][Edited] [#33]
Makers Of: Powering Re-entry with Rocket Lab’s Pioneer Spacecraft

Video builds off the video in post #28 above. Highlights the Varda capsule.
5/19/2025 7:56:43 PM EDT
[#34]
Quote History
Originally Posted By Procat:
https://www.youtube.com/watch?v=1vhKSw220ZA
Video builds off the video in post #28 above. Highlights the Varda capsule.
View Quote
I need to buy more RKLB
For a people who are free, and who mean to remain so, a well-organized and armed militia is their best security.
Thomas Jefferson

"He didnt punch anybody. He punched an idea." DrFrige
5/19/2025 8:04:25 PM EDT
[#35]
Quote History
Originally Posted By JCoop:
I need to buy more RKLB
View Quote


Same. I routinely ask myself what stock would I load up on if I couldn’t touch it for 5+ years. It’s been RocketLab for a while.
5/27/2025 10:43:51 AM EDT
[#36]
Rocket Lab up 11% after apparently being added to the Russel 1000 index. Looking for a press release but haven’t found it yet.
5/27/2025 1:27:29 PM EDT
[Last Edit: The_Master_Shake][Edited] [#37]
Quote History
Originally Posted By Procat:
Rocket Lab up 11% after apparently being added to the Russel 1000 index. Looking for a press release but haven’t found it yet.
View Quote


LUNR is almost tracking with RKLB  and is up 12% while RDW Redwire is up 20% + (as I type this)

Each kind of have a mini catalyst but damn, it feels good. I spent about $30k on these two stocks in early April and the two are now sitting at a combine $57K
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/27/2025 6:04:05 PM EDT
[#38]
Just hit $30 in after hours trading
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/27/2025 7:22:33 PM EDT
[Last Edit: Procat][Edited] [#39]
Looks like in addition to being added to the Russel 1000 Rocket Lab also acquired a company called Geost. From what I’m seeing they’re heavy into national security/ defense satellite tech. Article Here This could be huge in regards to the golden dome project.

ETA Peter Beck & Adam Spice did a conference call w/ slide presentation on the Geost deal. MattMoney did a video that includes it.
Rocket Lab's Defense Acquisition | Geost
5/29/2025 4:21:09 PM EDT
[#40]
Down 5.5% as well as all my other space stocks

Not sure what the catalyst is
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/29/2025 7:16:47 PM EDT
[Last Edit: Speedwinder][Edited] [#41]
Quote History
Originally Posted By The_Master_Shake:
Down 5.5% as well as all my other space stocks

Not sure what the catalyst is
View Quote


Maybe there is not enough space for all of them.

Sorry, I couldn't help myself. Hope they come back strong!
5/29/2025 7:17:34 PM EDT
[#42]
Quote History
Originally Posted By Speedwinder:


Maybe there is not enough space for all of them.

Sorry, I couldn't help myself.
View Quote


Attached File
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/30/2025 8:27:06 PM EDT
[#43]
Quote History
Originally Posted By The_Master_Shake:
Down 5.5% as well as all my other space stocks

Not sure what the catalyst is
View Quote



Insider money knew the 50% tariff on steel was coming.
5/31/2025 7:52:06 PM EDT
[#44]
Lots of speculation, not sure how much this will impact the stock, but def not good news

This guy was well liked in the industry and had a very positive view of private space

https://www.semafor.com/article/05/31/2025/white-house-expected-to-pull-nasa-nominee-isaacman

Attached File

Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
5/31/2025 8:31:18 PM EDT
[#45]
Might be good that the Geost acquisition positions them more as a defense contractor rather than a scientific partner.
5/31/2025 8:35:40 PM EDT
[#46]
Quote History
Originally Posted By Procat:
Might be good that the Geost acquisition positions them more as a defense contractor rather than a scientific partner.
View Quote


That's a good point.

I'm watching Dave G right now with Vince/Matt Money and sounds like RKLB didnt have many NASA contracts anyways.

Think they'll be okay, but I don't think it's great news overall
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
6/2/2025 3:10:28 PM EDT
[#47]
Launch scheduled for tonight
Rocket Lab - 'Full Stream Ahead' Launch
6/5/2025 3:26:28 PM EDT
[#48]
RKLB to the moon bros

Attached File
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.
6/5/2025 3:49:04 PM EDT
[#49]
Quote History
Originally Posted By The_Master_Shake:
RKLB to the moon bros

https://www.ar15.com/media/mediaFiles/132893/elon_png-3556620.JPG
View Quote

Is that real ?
"I got this. We'll skip the dicks" DK-Prof 12/7/21
6/5/2025 3:51:25 PM EDT
[#50]
Quote History
Originally Posted By rtlm:

Is that real ?
View Quote


Lol yes. . . yes it is

And so is this

Attached File
Look, yes, I have banged HUNDREDS of broads. INTERNATIONALLY. But know this - I wrap my rascal, TWO TIMES, cuz I like it to be joyless and without sensation. It's a way of punishing supermodels.

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Rocket Lab RKLB (Page 9 of 17)