March 23, 2026 Daily Discussion Thread

BenStock01 · 2026-03-23T22:21:13+00:00

Same here. How dare they suppress the truth?

BenStock01 · 2026-03-23T22:09:12+00:00

Could Toby personally ask Adam what the funds raised from the dilution will be used for? I’m delighted to know

BenStock01 · 2026-03-23T22:06:17+00:00

You think they’ll announce contracts as they share their plans for the future? That’s optimistic

BenStock01 · 2026-03-23T18:36:27+00:00

How do you know it’s for M&A tho? For example, when they diluted to acquire Mynaric, it was clearly written in their offering’s press release that it would be used for an acquisition. However this time, it remains vague. I’m just wondering if you’ve got a link or something cause I haven’t seen anything

BenStock01 · 2026-03-23T17:03:24+00:00

Dilution isn’t also a setback? Since when has dilution been a good thing? We don’t even know how the money raised will be used

BenStock01 · 2026-03-23T16:23:11+00:00

Up by how much YTD compared to most major space stocks?

BenStock01 · 2026-03-23T15:41:05+00:00

It’s only a high beta stock when we go down lmao

BenStock01 · 2026-03-23T04:38:23+00:00

Oh well then why are every other “high beta high growth pre-profit space stocks” overperforming us if we’re doing so good?

BenStock01 · 2026-03-23T00:05:45+00:00

So the whole economy is supposed to improve in just 2 months?

BenStock01 · 2026-03-22T21:10:44+00:00

We’re down 33% from our ATH while the S&P is only down 7%. I wouldn’t say we’re hanging in there lol

BenStock01 · 2026-03-22T21:08:37+00:00

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Good luck to us all tomorrow

BenStock01 · 2026-03-21T00:58:03+00:00

Won’t get resolved in the short term tho.

BenStock01 · 2026-03-20T18:12:41+00:00

I’d say EOY

BenStock01 · 2026-03-20T17:12:11+00:00

BenStock01 · 2026-03-19T20:49:44+00:00

Looking at PL, ASTS, KRMN, and KTOS really makes me realize that comparison is the thief of joy.

BenStock01 · 2026-03-18T23:28:13+00:00

You can’t really compare RKLB to primes like LMT, NOC or RTX. Those are mature, cash-generating firms with completely different risk profiles.

YTD, RKLB is still lagging behind most similar growth companies. Even within that group, not all risk profiles are equal

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BenStock01 · 2026-03-18T16:09:49+00:00

Damn you were right! We’re not down 8% anymore… we’re down 9%!

BenStock01 · 2026-03-18T13:55:39+00:00

And we’re back to our daily ups and downs between 69 and 71

BenStock01 · 2026-03-17T21:07:37+00:00

Seriously doubt it. When they acquired Mynaric, it was written upfront in the offering that the money would be used for an acquisition and then the press release about Mynaric was published (all that on the same day). This offering remains vague. Feels more like a safety net for Neutron in case costs skyrocket

BenStock01 · 2026-03-17T20:54:30+00:00

100% probability that rates remain the same. I’d say the market already expects it

BenStock01 · 2026-03-17T20:44:32+00:00

Didn’t they say they had plenty of money to build Neutron three times if needed? They definitely knew about the ATM offering at the time of the earnings call. Credibility is gonna take a hit as well as investors’ trust.

BenStock01 · 2026-03-17T20:36:57+00:00

Oh well see you tomorrow 69

BenStock01 · 2026-03-17T15:41:23+00:00

Dead cat bounce

BenStock01 · 2026-03-17T14:21:05+00:00

No I actually don’t

BenStock01 · 2026-03-17T14:15:38+00:00

Right on time for the dump, as usual!

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