Is a sell now and definite buy-To The Moon - Tiger Brokers Online Investing Community - To The Moon

Is a sell now and definite buy back after SpaceX goes Public!

SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down.

Short term: pressure + comparison shock

This is where RKLB can get hit.

Why:

SpaceX IPO would suck up massive capital and attention

Institutions that wanted SpaceX exposure may rotate out of RKLB

Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen)

Likely effects: (We r seeing it now!)

Temporary sell-off or underperformance

Valuation compression due to side-by-side comparisons

RKLB judged against SpaceX metrics it cannot match (yet)

This is the danger zone — especially if the IPO hype is extreme.

Long term: Rocket Lab stops being “mini SpaceX”

This is the real thesis.

Rocket Lab is not trying to be SpaceX anymore.

Where Rocket Lab differentiates

Small & medium launch (Electron / Neutron ≠ Falcon)

Space systems (satellites, components, spacecraft)

Vertically integrated but capital-lighter

🌍 Strong government & defense customers outside SpaceX's orbit

Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com

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Think short-term noise, long-term separation. So best to sell it, takes profit&nbsp;and buy it back against after Space X goes public and settle down.</p>\n<p>Short term: pressure + comparison shock</p>\n<p>This is where RKLB can get hit.</p>\n<p>Why:</p>\n<p>SpaceX IPO would suck up massive capital and attention</p>\n<p>Institutions that wanted SpaceX exposure may rotate out of RKLB</p>\n<p>Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen)</p>\n<p>Likely effects: (We r seeing it now!)</p>\n<p>Temporary sell-off or underperformance</p>\n<p>Valuation compression due to side-by-side comparisons</p>\n<p>RKLB judged against SpaceX metrics it cannot match (yet)</p>\n<p>This is the danger zone — especially if the IPO hype is extreme.</p>\n<p>Long term: Rocket Lab stops being “mini SpaceX”</p>\n<p>This is the real thesis.</p>\n<p>Rocket Lab is not trying to be SpaceX anymore.</p>\n<p>Where Rocket Lab differentiates</p>\n<p>Small &amp; medium launch (Electron / Neutron ≠ Falcon)</p>\n<p>&nbsp;Space systems (satellites, components, spacecraft)</p>\n<p>Vertically integrated but capital-lighter</p>\n<p>🌍 Strong government &amp; defense customers outside SpaceX's orbit</p></body></html>","htmlText":"<html><head></head><body><p>Is a sell now and definite buy back after SpaceX goes Public!&nbsp;</p>\n<p>SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit&nbsp;and buy it back against after Space X goes public and settle down.</p>\n<p>Short term: pressure + comparison shock</p>\n<p>This is where RKLB can get hit.</p>\n<p>Why:</p>\n<p>SpaceX IPO would suck up massive capital and attention</p>\n<p>Institutions that wanted SpaceX exposure may rotate out of RKLB</p>\n<p>Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen)</p>\n<p>Likely effects: (We r seeing it now!)</p>\n<p>Temporary sell-off or underperformance</p>\n<p>Valuation compression due to side-by-side comparisons</p>\n<p>RKLB judged against SpaceX metrics it cannot match (yet)</p>\n<p>This is the danger zone — especially if the IPO hype is extreme.</p>\n<p>Long term: Rocket Lab stops being “mini SpaceX”</p>\n<p>This is the real thesis.</p>\n<p>Rocket Lab is not trying to be SpaceX anymore.</p>\n<p>Where Rocket Lab differentiates</p>\n<p>Small &amp; medium launch (Electron / Neutron ≠ Falcon)</p>\n<p>&nbsp;Space systems (satellites, components, spacecraft)</p>\n<p>Vertically integrated but capital-lighter</p>\n<p>🌍 Strong government &amp; defense customers outside SpaceX's orbit</p></body></html>","text":"Is a sell now and definite buy back after SpaceX goes Public! SpaceX is gg public, it will definitely move Rocket Lab (RKLB) — but not in a simple “good or bad way. Think short-term noise, long-term separation. So best to sell it, takes profit and buy it back against after Space X goes public and settle down. Short term: pressure + comparison shock This is where RKLB can get hit. Why: SpaceX IPO would suck up massive capital and attention Institutions that wanted SpaceX exposure may rotate out of RKLB Media will frame Rocket Lab as “mini SpaceX” (not fair, but it’ll happen) Likely effects: (We r seeing it now!) Temporary sell-off or underperformance Valuation compression due to side-by-side comparisons RKLB judged against SpaceX metrics it cannot match (yet) This is the danger zone — especially if the IPO hype is extreme. Long term: Rocket Lab stops being “mini SpaceX” This is the real thesis. Rocket Lab is not trying to be SpaceX anymore. Where Rocket Lab differentiates Small & medium launch (Electron / Neutron ≠ Falcon) Space systems (satellites, components, spacecraft) Vertically integrated but capital-lighter 🌍 Strong government & defense customers outside SpaceX's orbit","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/529300877919800","repostId":2609394553,"repostType":2,"repost":{"id":"2609394553","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1770227640,"share":"https://ttm.financial/m/news/2609394553?lang=en_US&edition=fundamental","pubTime":"2026-02-05 01:54","market":"fut","language":"en","title":"Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com","url":"https://stock-news.laohu8.com/highlight/detail?id=2609394553","media":"Dow Jones","summary":"Rocket Lab stock is having a crazy week, for no good reason.Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively.The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI.Space \"is kind of a beta industry,\" says Andrew Chanin, CEO of ProcureAM, which offers the Procure Space ETF. \"It's not surprising to see days where numerous [space] companies move more than 5% in one day.\". Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red plan","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> stock is having a crazy week, for no good reason. \n</p>\n<p>\n  Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&amp;P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively. \n</p>\n<p>\n  The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI. \n</p>\n<p>\n  Space \"is kind of a beta industry,\" says Andrew Chanin, CEO of ProcureAM, which offers the <a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>. \"It's not surprising to see days where numerous [space] companies move more than 5% in one day.\" \n</p>\n<p>\n  Beta measures the tendency of a group of securities to rise or fall together. \n</p>\n<p>\n  The idea is that if SpaceX is worth $1 trillion, up from $800 billion, then Rocket Lab, the mini-SpaceX, is worth more as well. \n</p>\n<p>\n  Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red planet since 2021. The project would have cost some $4 billion. \n</p>\n<p>\n  In early 2025, Rocket Lab had  proposed to bring the samples back by 2031 under a firm fixed-price contract. It was an ambitious idea that didn't survive the Congressional budgeting process  in mid-January. \n</p>\n<p>\n  That revenue likely wouldn't have been realized until the 2030s, so it isn't clear how much Rocket Lab stock reflected benefits from the potential Mars contract.. \n</p>\n<p>\n  As Chanin says, and as Wednesday's trading demonstrates, space stocks are volatile. \n</p>\n<p>\n  Rocket Lab stock was still up about 150% over the past 12 months, through midday trading. The stock was trading for about 41 times the sales expected over the next 12 months, up from about 22 times a year ago. \n</p>\n<p>\n  Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 04, 2026 12:54 ET (17:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Rocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nRocket Lab Stock Tanks Again. The Mini SpaceX Is Having a Wild Ride. -- Barrons.com\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2026-02-05 01:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Al Root \n</p>\n<p>\n  <a href=\"https://laohu8.com/S/RKLB\">Rocket Lab</a> stock is having a crazy week, for no good reason. \n</p>\n<p>\n  Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&amp;P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively. \n</p>\n<p>\n  The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI. \n</p>\n<p>\n  Space \"is kind of a beta industry,\" says Andrew Chanin, CEO of ProcureAM, which offers the <a href=\"https://laohu8.com/S/UFO\">Procure Space ETF</a>. \"It's not surprising to see days where numerous [space] companies move more than 5% in one day.\" \n</p>\n<p>\n  Beta measures the tendency of a group of securities to rise or fall together. \n</p>\n<p>\n  The idea is that if SpaceX is worth $1 trillion, up from $800 billion, then Rocket Lab, the mini-SpaceX, is worth more as well. \n</p>\n<p>\n  Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red planet since 2021. The project would have cost some $4 billion. \n</p>\n<p>\n  In early 2025, Rocket Lab had  proposed to bring the samples back by 2031 under a firm fixed-price contract. It was an ambitious idea that didn't survive the Congressional budgeting process  in mid-January. \n</p>\n<p>\n  That revenue likely wouldn't have been realized until the 2030s, so it isn't clear how much Rocket Lab stock reflected benefits from the potential Mars contract.. \n</p>\n<p>\n  As Chanin says, and as Wednesday's trading demonstrates, space stocks are volatile. \n</p>\n<p>\n  Rocket Lab stock was still up about 150% over the past 12 months, through midday trading. The stock was trading for about 41 times the sales expected over the next 12 months, up from about 22 times a year ago. \n</p>\n<p>\n  Write to Al Root at allen.root@dowjones.com \n</p>\n<p>\n   This content was created by Barron's, which is operated by Dow Jones &amp; Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  February 04, 2026 12:54 ET (17:54 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"RKLB":"Rocket Lab USA, Inc.","BK4187":"航天航空与国防","BK4564":"太空概念","RKLZ":"2倍做空RKLB ETF-Defiance"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2609394553","content_text":"Al Root \n\n\nRocket Lab stock is having a crazy week, for no good reason. \n\n\n  Shares of the space technology company, sometimes referred to as a mini SpaceX because of its reusable launch capacity and satellite expertise, were down 13% in midday trading on Wednesday. The S&P 500 and Dow Jones Industrial Average were down 0.4% and up 0.5%, respectively. \n\n\n  The drop followed a nearly 10% gain on Tuesday, possibly in response to SpaceX announcing it had acquired xAI on Monday. The deal valuation implied a 25% bump for both companies, to $1 trillion for SpaceX and $250 billion for xAI. \n\n\n  Space \"is kind of a beta industry,\" says Andrew Chanin, CEO of ProcureAM, which offers the Procure Space ETF. \"It's not surprising to see days where numerous [space] companies move more than 5% in one day.\" \n\n\n  Beta measures the tendency of a group of securities to rise or fall together. \n\n\n  The idea is that if SpaceX is worth $1 trillion, up from $800 billion, then Rocket Lab, the mini-SpaceX, is worth more as well. \n\n\n  Some of Tuesday's gain was also a rebound from a miserable Monday. Shares fell about 8%, apparently because Congress killed a plan to bring samples back to Earth from the Mars Perseverance Rover, which has been on the red planet since 2021. The project would have cost some $4 billion. \n\n\n  In early 2025, Rocket Lab had  proposed to bring the samples back by 2031 under a firm fixed-price contract. It was an ambitious idea that didn't survive the Congressional budgeting process  in mid-January. \n\n\n  That revenue likely wouldn't have been realized until the 2030s, so it isn't clear how much Rocket Lab stock reflected benefits from the potential Mars contract.. \n\n\n  As Chanin says, and as Wednesday's trading demonstrates, space stocks are volatile. \n\n\n  Rocket Lab stock was still up about 150% over the past 12 months, through midday trading. The stock was trading for about 41 times the sales expected over the next 12 months, up from about 22 times a year ago. \n\n\n  Write to Al Root at allen.root@dowjones.com \n\n\n   This content was created by Barron's, which is operated by Dow Jones & Co. Barron's is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  February 04, 2026 12:54 ET (17:54 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","news_type":1,"symbols_score_info":{"RKLB":1.96,"RKLZ":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["DXYZ"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":999,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/529300877919800"}