RKLB251114C60000.US

$Rocket Lab(RKLB.US)$Tesla(TSLA.US) are both victims of Korean retail investors deleveraging. Because the concentration of Korean retail investors investing in these two stocks is also very high. At least that's how it feels from what I see on X.

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

$Rocket Lab(RKLB.US)has dropped roughly 55% from its late-May 2026 peak. The decline is largely a high-beta unwind rather than a company-specific operational collapse.

The main catalyst was the post-SpaceX IPO reset. Space stocks had rallied hard on expectations that the listing would lift the entire sector through hype and potential passive inflows. Once SpaceX listed, investors took profits, rotated capital into the newly public giant, and reassessed valuations across the group. The absence of a quick S&P 500 inclusion for SpaceX removed another hoped-for tailwind, accelerating the sector-wide selloff.

Broader market dynamics amplified the move. The stock had risen hundreds of percent over the prior year. High-beta growth names faced profit-taking amid valuation concerns (including AI-related), occasional rate and risk-off pressure, and secondary events such as a Blue Origin test incident that triggered sympathy selling across launch stocks.

@Captain's Treasure

Rocket Lab, AST SpaceMobile, and Intuitive Machines have all moved lower on a YTD performance basis.

$Rocket Lab(RKLB.US) This is really completely incomprehensible. What's the reason for the drop? Can only say that quant trading is too powerful.

$XTALPI(02228.HK) will return to 15 first? Or will $Rocket Lab(RKLB.US) return to 150 first?

I just want to quietly hold and wait for a big piece of news. It's really hard.

Stifel: 'Kratos $400M DoW award a positive read-through to Rocket Lab'. - $Kratos Defense & Security(KTOS.US) $Rocket Lab(RKLB.US)

$Rocket Lab(RKLB.US)has fallen sharply in recent weeks, declining nearly 45% from its all-time high. This pullback comes after a massive multi-year rally, with the stock still showing strong year-to-date and one-year gains overall, but recent trading has featured multiple consecutive down days amid heightened volatility.

A notable catalyst in early July was heavy insider selling, with CEO Peter Beck disclosing the sale of nearly 3 million shares worth roughly $286 million shortly after another key event. The $8 billion acquisition of Iridium Communications, announced on June 29, initially boosted the stock with a sharp surge and drew highly bullish analyst reactions, as it was seen as a transformative step toward vertical integration with recurring revenue and satellite capabilities. However, short-term sentiment turned more cautious as investors weighed the deal’s financing structure (including a large bridge loan), potential dilution from the stock component, added complexity, and the timing of the CEO’s share sales, which raised questions among some retail investors.

@Captain's Treasure

$Rocket Lab(RKLB.US) | Cantor Fitzgerald 𝐫𝐞𝐢𝐭𝐞𝐫𝐚𝐭𝐞𝐬 𝐎𝐯𝐞𝐫𝐰𝐞𝐢𝐠𝐡𝐭 on 𝐑𝐨𝐜𝐤𝐞𝐭 𝐋𝐚𝐛, maintains 𝐏𝐓 𝐚𝐭 $𝟗𝟔

$Rocket Lab(RKLB.US) quietly one of the more active names in the community this week while everyone fixates on the chip carnage. the space sector is heating up with SpaceX in the index now drawing eyes to the whole group. i hold a small speculative position, it's a high-beta bet on launch cadence and the Iridium acquisition. sized small because space stocks swing hard, but the sector tailwind is real.

$Rocket Lab(RKLB.US)has seen a sharp rebound in late June and early July 2026 following its major $8 billion acquisition of Iridium Communications, announced around June 29. The cash-and-stock deal values Iridium at about $54 per share, a 24% premium, with shareholders receiving $27 cash plus Rocket Lab shares subject to a collar. Expected to close in mid-2027 pending approvals, the transaction combines Rocket Lab’s launch vehicles and space systems expertise with Iridium’s global L-band satellite constellation, licensed spectrum, network infrastructure, and recurring revenue from over 2.5 million subscribers across government, defense, aviation, maritime, and commercial markets.

Rocket Lab is funding the cash portion partly through a $3.6 billion bridge loan from Deutsche Bank and Wells Fargo, plus cash on hand and other financing. Strategically, this positions the company as a more vertically integrated space powerhouse, diversifying beyond lumpy launch revenues into higher-margin, recurring satcom while leveraging its rockets to support and expand Iridium’s network, directly challenging SpaceX/Starlink dominance in the orbital economy.

@Bridge Buzz SG

$Rocket Lab(RKLB.US) still riding the Iridium acquisition, up again today. going from launch provider to owning a whole satellite network is a huge bet but that is how you build a real space company, not just a launch calendar. holding for the long arc

$AST SpaceMobile(ASTS.US) SPCX is directly competing with ASTS. Directly.

But RKLB $Rocket Lab(RKLB.US) still managed to carve out its own path. This is Peter's wisdom.

$Rocket Lab(RKLB.US) buying Iridium for 8 billion is the boldest move in space since SpaceX went public. going from launch provider to owning the satellites and the network in one shot. risky at this valuation but this is how you build the next vertically integrated giant 🚀

Another volatility due to data drop would be another opportunity to collect the chips given up by weak hands. Of course any additions would be based on the entry levels predeteryfor each stock and not blind "buy! buy! buy!".

Looking forward for the companies’ improvement.

$Rocket Lab(RKLB.US)experienced a sharp correction this month. This pullback occurred despite strong underlying fundamentals and was driven primarily by sentiment, sector rotation, and technical profit-taking rather than company-specific negatives.

$Rocket Lab(RKLB.US)had surged dramatically into late May (hundreds of percent over 1–3 years), leaving it technically overbought and vulnerable. High valuation multiples (very elevated P/S ratio) made it sensitive to any rotation or risk-off sentiment.

Macro/tech pressures and a general selloff in high-beta growth names amplified the move. Some reports noted insider selling and dilution concerns from an earlier ~$3 billion equity/ATM program as additional headwinds around mid-June.

@Bridge Buzz SG