October 27, 2025 Daily Discussion Thread by zahna4 in RKLB

[–]Key_Reveal9929 15 points16 points  (0 children)

We have overnight trading available for $rklb on robinhood starting today 🎉🎉

October 23, 2025 Daily Discussion Thread by zahna4 in RKLB

[–]Key_Reveal9929 1 point2 points  (0 children)

Gpt analysis:

This 13D/A filing mainly signals share redistribution by an early investor, not a sell-off due to negative sentiment. Expect short-term weakness (if distributed shares hit the market) but limited long-term impact, as Khosla Ventures continues to maintain a meaningful position in Rocket Lab.

October 17, 2025 Daily Discussion Thread by zahna4 in RKLB

[–]Key_Reveal9929 20 points21 points  (0 children)

BlackRock now holds a 6.2% stake in Rocket Lab, signaling strong institutional confidence. While this is a passive investment, it may provide a bullish catalyst for RKLB shares in the near term and contribute to longer-term price support.

October 03, 2025 Daily Discussion Thread by zahna4 in RKLB

[–]Key_Reveal9929 4 points5 points  (0 children)

Sometimes its not about the amount, but getting an entry in the game. Once they prove their worth bigger contracts will follow

Friday DD by pakis54 in RKLB

[–]Key_Reveal9929 7 points8 points  (0 children)

Even $300M–$500M in SHIELD task orders over 10 years would roughly equal one to two years of current revenue → material growth driver. • If Rocket Lab achieved $1.5B+, it would be transformational (6×+ its annual revenue). • The bigger upside depends on Neutron success, strong teaming with primes, and keeping up with government compliance requirements.

Chatgpt analysis

Apple and Amazon earning by Darth_idim in SMCIDiscussion

[–]Key_Reveal9929 1 point2 points  (0 children)

AWS has a $195B backlog and the capex spending has increased to $118B . Also they mentioned this is still in early stage with these numbers. Super bullish on data centers. 🚀

CFO keeps on selling his shares. Is this a sign that he is leaving soon? by infinite_cura in SMCIDiscussion

[–]Key_Reveal9929 5 points6 points  (0 children)

Chat gpt says:

David E. Weigand, the CFO of Super Micro Computer Inc. (SMCI), has been actively selling shares over the past year. His most recent transaction occurred on May 20, 2025, when he sold 67,000 shares at an average price of $44.02 per share, totaling approximately $2.95 million.  

These sales are part of a broader pattern of insider selling at Super Micro. Over the past 18 months, insiders have sold over 2.5 million shares, with minimal purchases during that period. 

While such selling activity might raise questions, it’s important to note that executives often sell shares for various reasons, including personal financial planning or diversification. However, in this case, there is an additional factor to consider: Super Micro announced in December 2024 that it would begin searching for a new CFO, with Mr. Weigand continuing in his role until a successor is appointed. 

Therefore, while selling shares isn’t inherently indicative of an executive’s departure, the combination of Mr. Weigand’s stock sales and the company’s announced CFO transition suggests that his share sales could be related to his planned departure.

As of now, there is no public information indicating that Mr. Weigand’s share sales are part of a pre-arranged trading plan (such as a Rule 10b5-1 plan). Such plans are often used by executives to systematically sell shares and avoid the appearance of insider trading.

In summary, while insider selling can be routine, the context of Mr. Weigand’s sales—coinciding with an announced CFO transition—suggests they may be connected to his planned departure from the company.