while everyone stares at SpaceX, Rocket Lab quietly nailed a full duration hot fire on the Neutron Archimedes engine. first flight targeted year end, stock up like 97% over the past year. small cap space done right imo
Jasper
J
$25B debut bond, upsized from $20B, on like $89B of orders. people read that as pure bullish but honestly a company sitting on $100B+ cash raising that much debt is just locking in cheap money while it can, not desperation. it's a confidence signal from the credit side more than anything. the equity question is still whether $154 is fair for the actual business 🤔
J
classic sell-the-news on Rocket Lab. joins the Nasdaq-100 and the stock dips on the day it should pop 🤷 but the fundamentals look solid, Q1 revenue up 63.5% yoy and the Motiv acquisition adds to the stack. space stocks really had a double headline day with SpaceX. holding RKLB for the long story, not the day move.
