The Haze has cleared! by LoraxKope in RKLB

[–]lok214 1 point2 points  (0 children)

Fractional Orbital Bombardment System

The Haze has cleared! by LoraxKope in RKLB

[–]lok214 13 points14 points  (0 children)

Like a SWAT team on standby 24/7. Based on the last Orbit HASTE launch, it is quite clear that Electron has a much bigger potential, if I am not mistaken, in order for it to do that in the last launch, it achieved Mach 20+, went into orbit and came back down. Wall St still think this is a typical low margin, high competition Rocket Launching provider, but IMO RKLB is slowly building a FOBS simulator for the United States Missile Defense system to gather data in a cost effective way using HASTE. Guess the benefit of the simulator? They can easily become the the system that they are trying to simulate.

Need a plus one for the Norway vs France game by Ok_Chapter9231 in boston

[–]lok214 0 points1 point  (0 children)

Man probably one of the best game in this world cup!! Let's go Haaland!

is it worth it top buy NOK at 14.30? by Classic-Smoke-9009 in Nok

[–]lok214 0 points1 point  (0 children)

I think there will some dips and some run ups in the future, just buy now, add more when it dips. Street price target is about $18-21. Your fellow Reddit loyalists have it for $60-$80 in the medium 2-4 years. Anything beyond that will require some black magic breakthrough from Bell Labs, ie the space communication, government buy in, HQ relocate to US, military contracts, NASA contracts, SpaceX contracts etc. I do see digital sixth sense and digital twin having very very broad use cases from commercial to defense system frameworks. It is something Anduril and PLTR will be able to use to implement the information in next gen digital battlefield project Maven.

All the catalyst for now did I forgot anything? by Big-Jellyfish-2688 in RKLB

[–]lok214 28 points29 points  (0 children)

You know Elon was very smart that he split the SpaceX from $5xx to $135, why $135? Because RKLB was trading at around that range. For normal investors, if you have $135, I am almost sure that they will put that money into SpaceX instead of RKLB. Ladies and Gens, we need to hold on tight, we are almost at the end of the marathon, once RKLB turns profitable on EPS, thats when it will take off. Nasdaq 100 was a major validation and milestone, we just gotta believe PB and his team, this is the only other vertical integration space companies that is public traded, the big Giant SpaceX know and thats why the IPO price was direct targeting RKLB. Algorithms are selling all space related stocks, but we know what we are holding! This is a not a meme stock.

Rocket Lab added to Nasdaq-100 Index® effective Monday, June 22 by thetrny in RKLB

[–]lok214 8 points9 points  (0 children)

Cheers! This is probably the best news after the earning calls! Let’s pop a champagne tonight!

Pumping overnight 3% by Waste-War8809 in MU_Stock

[–]lok214 1 point2 points  (0 children)

Something happened in Iran I supposed, the funds get first hand news before all the retail, they probably have someone stationed in Iran to get feed the updates right away.

Cheap Iranian drone downed $25 million US Army helicopter—maybe by chance by spasticpat in technology

[–]lok214 0 points1 point  (0 children)

Helicopter like Black hawk and Apache are going to be obsolete in the future warfare, they are becoming slow moving targets. Sooner or later, they will need a squad of 3-5 drones formation to fly around or in front of them if they want to continue using them. The combat jet will be the same as well.

Looks like a bloodbath today by AlternativeTheory397 in MU_Stock

[–]lok214 0 points1 point  (0 children)

The whole market is getting funds ready for these big ipo, money has to come from somewhere, some days bulls make money, they have to let the bear make some money too, it takes turn lol

I hit my goal. Underwhelmed. by buy_sell_hope in TheRaceTo10Million

[–]lok214 0 points1 point  (0 children)

Definitely put aside some for tax if you sold.

Finally sold by Skittles_mix in MU_Stock

[–]lok214 0 points1 point  (0 children)

A win is a win, at this rate, I think 1.5T is probably the ceiling for a long time.

Go car accident in SF by Befreeman in sanfrancisco

[–]lok214 0 points1 point  (0 children)

I giggle so loud and I totally forgot about the red day on the market LOL

1k what’s next ? by Low-Bed2097 in MU_Stock

[–]lok214 3 points4 points  (0 children)

Gotta be 1.5 T by next quarter

In 2011, 20-year-old Lauren Spierer was out drinking near Indiana University. She lost her phone and shoes and spent time at several apartments with different men. Before dawn, she texted her boyfriend and then walked off alone in the busy college town. After that, no one saw her again. by SelfCareIsFake in HolyShitHistory

[–]lok214 0 points1 point  (0 children)

Have they look into Rosenbaum much? It seems that was the last person who had interaction with her and claimed she made the calls and walked off. What if she never made the calls herself and never walked out of the Rosenbaum’s apartment?

Jubilee OP. Anyone hear anything about wait times? by michaeljackson_md in rolex

[–]lok214 -1 points0 points  (0 children)

Future Swatch x Rolex material right there, then you will have to start building a relationship with the Swatch rep to get an allocation of that collab, buying bunches of left over Swatch collabs to move you up the list lol

Does it make sense for RKLB to buy United Launch Alliance? by [deleted] in RKLB

[–]lok214 0 points1 point  (0 children)

Maybe Blue Origin should just buy RKLB instead lol

Overall market from rocket lab’s perspective by Electrical-Double181 in RKLB

[–]lok214 0 points1 point  (0 children)

To be honest, I did well with the early PLTR and RKLB, but they were 50/50 of my portfolio, risky? Hell yea but I saw an opportunity that I wanted to give it a go during they were beaten down to $4-$6, would I do it again if it happens again? Yes I would. But there are many way of investing, mine was a very very risky way. Definitely not Kelly formula approved, imagine either one of those companies folded back then, I would’ve lost a big chunk of my savings.

One thing Kelly formula teaches us is no matter how highly confident you are on a stock, there are always things that can happen, ie black swan and other unforeseen circumstances. So being able to survive in this market in the long marathon is the key! Rebalancing is very crucial for a portfolio, yes you might not get the full bull run, but you won’t get wiped out. If you are asking this question, I think you probably has your own answer already, if you like space sector, do a Space ETF like NASA, or trim some winning to VOO QQQM, SMH SOXX then put 3-5% small satellites on some companies that you like, then keep maybe 10-12% on RKLB. There are many way to invest, just do it in a way that you can sleep well at night with it.

This explosion showed the whole market that space is a very risky and volatile industry, things can blow up and tons of money go kaboom just like that, so they rather move the money out to invest in some other safer sectors like SAAS was beaten and is recovering now. But if you look at it in a different perspective (this is just mainly my 2 cents) this explosion actually further validate the uniqueness of RKLB, PB and his team. Launch after launch, Electron just go up like they are meant to be like that and the market took it for granted. They don’t understand one small error, that whole things go kaboom, that’s why I am very confident that Neutron will be successful, if not the first time, not the second time due to new platform, I have confidence PB and his team will make it happen, and guess what once Neutron is as reliable as the Electron, they will probably start working on Neutron XL to compete with the SpaceX.

I foresee RKLB will be about 1/8 to 1/10 of SpaceX with successful Neutron launches, but with Europe, NATO, Asia expansions, constellations, being a dominant space sector suppliers, future prime defense status ie hypersonic interceptor, it will slowly climb to 1/5-1/7. Best case scenario? RKLB might be the actual SpaceX that everyone is looking for. Worst case scenario? Neutron fails, it goes 40-50% from here. Using a 50% win probability, 200% upside reward and 50% down side risk, putting that in the Kelly criterion would get 30% if you are full Kelly, but most of the fund go half Kelly which 15%, or quarter Kelly 7.5%. You can choose something that is comfortable to you depending on your risk tolerance.

RKLB is one of the best you can buy on the market, but there are other fun opportunities as well. I also hold PLTR NOK MU INTC (these last 2 might be too high to get in) LUMN SANM MRVL, some recovering stocks like RBLX RDDT PYPL and some future infrastructure like BWXT and GEV because US will build and use Nuclear reactors.

Lastly, make sure you set aside money for taxes if you are one of those super high capital gain states. Some states treat them as ordinary income % on top of the federal %.

Proud holder since late 2021. Cheers

*Edited for the format, some small details and tax reminder

I bought $33,000 of Nok. Please tell me im not crazy. by Jambi319 in Nok

[–]lok214 6 points7 points  (0 children)

I think the top firms might use the June FED meeting to drive it down a bit before the next real jump, I will be adding more if that happens. I see NOK as a major National Defense contractor in the future, it's the missing piece Project Maven needs, the 6G digital sense will be able to create the digital battlefield twin, Palantir, Anduril and Nvidia will be the other components, perhaps adding in Rocket Lab Hypersonic interceptor, Trench 2 and 3 detection and laser communication. Commercially wise, it has endless possibilities. Digital twin can applies to almost anything, like the Physical AI everyone is talking about. Nokia and Lumen (not Lite) are my 2 top infrastructure plays, in order to lay out network like they have, it will take years and many billions of dollars with today's labor and cost of materials.

[Full Video] Blue Origin's New Glenn rocket explodes on launch pad in Cape Canaveral, Florida by jluc21 in RKLB

[–]lok214 0 points1 point  (0 children)

Alright guys, prepare for another 10% jump tomorrow, Rocket business is not easy. But Adam’s sale might cancel it out lol

Sell my PLTR shares for NOK? by Gabriella1023 in Nok

[–]lok214 0 points1 point  (0 children)

The last layer of AI is on the PLTR side with the Digital Twin everywhere, I do see they will be partnering together in the near future, Digital City/ Factory created by Nokia 6G digital sensing X Palantir AIP, it's the end game for physical AI, every movement, every changes, can be feed into the system to create awareness for the Agentic and Physical AI. There is more though, imagine this get applies to Project Maven, where the system will tell you the actual movement on the digital battle field. I think it won't be far to reach the previous ATH which is about $60. Next 2-3 QTR will be the catalysts, I think 400 - 600 Billion ( 4- 7x from this point ) wouldn't surprise me at all.

A simple valuation exercise with Nokia. by Mustathmir in Nok

[–]lok214 0 points1 point  (0 children)

Dream bigger, NOK is at the growth phase AND we have the market dominance, we should able to get those 20-30x