WalterD

    • WalterDWalterD
      ·06:47
      $Rocket Lab USA, Inc.(RKLB)$ It's not a bad spot to hedge for the near term. Nice to finally see some green, but I still can't say I like the broader market dynamics we're stuck in right now.
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    • WalterDWalterD
      ·05:19
      $Rocket Lab USA, Inc.(RKLB)$  This stock should be in the 200s, where it actually belongs. Honestly, 300+ wouldn't surprise me at all. Still think you can pick it up cheap while that window's open.
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    • WalterDWalterD
      ·07-27 22:18
      $Ondas Holdings Inc.(ONDS)$ $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$ $Palantir Technologies Inc.(PLTR)$ After six weeks of getting completely wiped out, you'd think today might finally be that massive V-shaped recovery day. Feels more like a nothing day instead.
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    • WalterDWalterD
      ·07-27 11:43
      $Redwire Corp.(RDW)$ NASA put out an updated ISS solicitation (July 24) looking for next-gen DNA/RNA sequencing systems on the station. To me, this matters a lot for Redwire for a few reasons. First, they're already the top commercial operator of ISS biotech payloads — PIL-BOX, the BFF 3D bio-printer, space greenhouses, all that. Second, this directly strengthens the in-space pharma R&D side for their partners like Eli Lilly and BMS, without needing to send samples back to Earth. And third, RDW looks like it's in the best position to win and integrate this payload. The bigger picture here is that Redwire isn't just a hardware parts supplier. They're building out the dominant space-biotech infrastructure, and this feels like a serious catal
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    • WalterDWalterD
      ·07-27 08:57
      $Rocket Lab USA, Inc.(RKLB)$ Not interested in hearing that $65 is the bottom. I'd rather hear how high we can climb from here.
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    • WalterDWalterD
      ·07-22
      $Rocket Lab USA, Inc.(RKLB)$ I'm enjoying how quiet things get when the market turns green.
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    • WalterDWalterD
      ·07-22
      Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  has secured a $266 million contract from the U.S. Air Force. The deal covers 12 suborbital launches, with options for an additional six missions through 2028. It's another step forward for their expanding defense and space infrastructure business.
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    • WalterDWalterD
      ·07-21
      $Rocket Lab USA, Inc.(RKLB)$ Added to my position today at $66.50, bringing my average cost down to $71.60. The whole sector is under pressure right now, but I still think Rocket Lab's fundamentals are solid. The stock is currently down about 56% from its all-time high. If the weakness persists, I'll be keeping an eye out for chances to add more.
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    • WalterDWalterD
      ·07-21
      $Rocket Lab USA, Inc.(RKLB)$  is currently trading nearly 17% lower than its pre-Q1 earnings levels. After reaching highs above $140 in May, the current price around $66 seems disconnected from the company's underlying progress. Fundamentally, with record Q1 revenue of $200M, a $2.2B backlog, and over $2B in liquidity, the growth engine appears strong. A key catalyst is that we are closer than ever to the inaugural Neutron launch. Looking at the recent action, the stock has shown some stability near $66 in after-hours trading following the day's volatility. Technically, it looks like a consolidation phase as the market digests the sell-off from the June highs. With the next earnings call set for August 6, volatility may continue, but from my
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    • WalterDWalterD
      ·07-21
      $Trump Media & Technology(DJT)$ $Palantir Technologies Inc.(PLTR)$ $Rocket Lab USA, Inc.(RKLB)$  I mentioned these stocks when they were around $5. The TAE/DJT merger S-4 filing could come any day. Fusion energy is a huge global opportunity.
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