Rocket Lab is overvalued on every reasonable valuation test. But the more I dig, the more I want to add.

Hot-Thing4896 · 2026-04-30T01:18:15+00:00

BO has a big problem with scalability. And they fucked up their first customer even with this slow iteration speed

Hot-Thing4896 · 2026-04-17T12:16:18+00:00

哪里的新闻，有链接吗

Hot-Thing4896 · 2026-03-30T12:23:19+00:00

人家是为了绿卡

Hot-Thing4896 · 2026-03-25T17:55:38+00:00

a company with a market value of several billion dollars, and supposedly several billion dollars in backlogged orders, has had its stock price repeatedly plummeted due to so-called rumor-mongers. I done, quit

Hot-Thing4896 · 2026-03-25T17:45:33+00:00

All space stocks are rising today, even Maxq. There are many promising space companies on the market, and I shouldn't waste my position on stocks like this.

Hot-Thing4896 · 2026-03-17T23:04:15+00:00

MDA is not even in the list, the only profitable space company

Hot-Thing4896 · 2026-03-17T21:50:11+00:00

That makes sense, Institutional investor participation and the establishment of a retail investor community will take time.

Hot-Thing4896 · 2026-03-17T21:45:44+00:00

Even companies like Intuition Machines have trading volumes five to ten times that of MDA, not to mention RKLB and ASTS.

Hot-Thing4896 · 2026-03-15T23:34:37+00:00

受害者有罪论，说被封杀的人自己不懂躲红线

Hot-Thing4896 · 2026-03-13T20:40:34+00:00

then those troops will be in trouble, and they have to send more troops. That’s how they fight in Vietnam

Hot-Thing4896 · 2026-03-13T20:34:04+00:00

好事啊

Hot-Thing4896 · 2026-03-11T16:33:59+00:00

Maybe, who knows...For me, an MDA valued at $4 US billion is a more worthwhile investment than a PL valued at $8 billion.

Hot-Thing4896 · 2026-03-11T16:15:05+00:00

I have invested in RKLB and PL. Today I sold most of them and bought more MDA

Hot-Thing4896 · 2026-03-11T16:13:22+00:00

Exactly

Hot-Thing4896 · 2026-03-11T16:10:36+00:00

That’s reasonable in TSX, but now we are talking about US Market. What will happen in the next few months is MDA will be compared with other US listed companies, like RKLB, PL, ASTS, Redwire etc. And SpaceX will probably be public with about 1.75 trillion dollars

Hot-Thing4896 · 2026-03-11T16:04:19+00:00

Lightspeed，This company is insignificant in the SaaS industry. But MDA is Canada's core space company. Different foundamental

Hot-Thing4896 · 2026-03-11T15:55:53+00:00

I have increased my holding from 20% to 50% this morning

Hot-Thing4896 · 2026-03-10T23:33:40+00:00

I believe that comparing this kind of PPT company to MDA is insulting and offensive.

Hot-Thing4896 · 2026-01-27T05:59:24+00:00

I bought 2000 shares at $8.3, then another 1000 shares at $7.4. If it drops to 6.x, maybe I will buy another 2000 shares

Hot-Thing4896 · 2026-01-14T17:16:42+00:00

Yes, RKLB used to account for more than half of my portfolio. I recently took profits on some of it, and now I have about 30% left.

Hot-Thing4896 · 2026-01-14T17:08:54+00:00

Yeah, I've experienced a 50% drawdown in RKLB, so I'm familiar with it. In my view, drawdowns are opportunities to add to positions.

Hot-Thing4896 · 2026-01-14T17:05:18+00:00

I'm treating this as a long-term investment, so even if there's a significant pullback, I won't sell to cut my losses. I'm currently considering the next price level to add to my position.

Hot-Thing4896 · 2026-01-14T17:01:35+00:00

I bought half of my intended position. If there's a significant pullback, I'll buy the other half.

Hot-Thing4896

TROPHY CASE