If I had to choose between cha-To The Moon - Tiger Brokers Online Investing Community - To The Moon

If I had to choose between chasing SpaceX at $175 and buying a beaten-down Rocket Lab, I would lean towards RKLB on weakness.

The key issue is not whether SpaceX is a great company. It is. The question is whether today's price already discounts years of success. When a newly listed company rapidly becomes one of the largest U.S. firms, expectations become extremely demanding.

RKLB, meanwhile, now has a clearer investment case. Investors can compare it directly against SpaceX rather than treating it as a proxy. If the selloff is mainly due to capital rotation rather than deteriorating fundamentals, the risk-reward may improve.

That said, I would not rush into either:

SPCX: world-class business, but valuation risk is high after a parabolic move.

RKLB: more speculative, but potentially offers better upside if sentiment stabilises.

Between the two, I would rather miss part of a SpaceX rally than chase euphoria. A gradual accumulation strategy in RKLB after the pullback looks more attractive than buying SPCX after a near-20% surge.

SpaceX Surges 20% at Debut! Rocket Lab Craters, Fair Value at?

SpaceX (SPCX) extended its post-IPO rally, surging another 19.22% and briefly hitting $175 Friday, vaulting to the sixth-largest U.S. company by market cap and leaving space peers behind. Meanwhile, Rocket Lab (RKLB) — long used as a SpaceX proxy — plunged 10.79% as capital rotates back to the real asset. Bulls cite "25x 2027 sales is fair if you understand Starship"; bears say wait for a pullback. Now that SpaceX trades directly, does the proxy premium still hold — and will you chase SPCX or buy the RKLB dip?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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When a newly listed company rapidly becomes one of the largest U.S. firms, expectations become extremely demanding.</p>\n<p><br></p>\n<p>RKLB, meanwhile, now has a clearer investment case. Investors can compare it directly against SpaceX rather than treating it as a proxy. If the selloff is mainly due to capital rotation rather than deteriorating fundamentals, the risk-reward may improve.</p>\n<p><br></p>\n<p>That said, I would not rush into either:</p>\n<p><br></p>\n<p>SPCX: world-class business, but valuation risk is high after a parabolic move.</p>\n<p><br></p>\n<p>RKLB: more speculative, but potentially offers better upside if sentiment stabilises.</p>\n<p><br></p>\n<p><br></p>\n<p>Between the two, I would rather miss part of a SpaceX rally than chase euphoria. 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