kubiku

Space Investor

RISK comes from not knowing what you are doing.
2021 I went all in on $GSAT
2025 I went all in on $IRDM
2026 I went all in on $RKLB

[Peter Beck @Peter_J_Beck]

For your joy.

[kubiku @ku_biku]

$RKLB

[Elon Musk @elonmusk]

Solar is so obviously the future

[kubiku @ku_biku]

@TheBoozyBull Cut at the bottom? I guess the lesson still wasn’t learned

[kubiku @ku_biku]

We'll back to ALL TIME HIGH soon!

[kubiku @ku_biku]

$RKLB Every time RKLB has formed a triple-bottom pattern in the past, it has gone on to rally around 160–200%. I’ll be adding more if it reaches the key $58 support level. With this setup and the potential for a major catalyst, I believe RKLB is setting up for another big run.

[kubiku @ku_biku]

@robinivski @mottbox_ Look what he did to Gsat ^^ and nothing happened

[Rocket Lab @RocketLab]

That's a wrap on our latest checkouts for Neutron's reusable Hungry Hippo fairing ✅ The Hippo is now back inside its hangar where it will be integrated with Neutron's interstage once it arrives to the Eastern Shore.

[kubiku @ku_biku]

—from components and spacecraft to launch, mission operations, defense, and communications. This reflects my personal investment thesis and is not financial advice.

[kubiku @ku_biku]

$RKLB After Rocket Lab announced its acquisition of Iridium, I made the decision to sell my positions in Redwire ($RDW) and Planet Labs ($PL) and consolidate my investment into Rocket Lab. This wasn't because I lost confidence in either company.

[kubiku @ku_biku]

an integrated space systems business, a growing portfolio of defense contracts, or ownership of a global communications constellation. Rather than specializing in one segment of the industry, Rocket Lab is building an integrated ecosystem where every business reinforces the next

[kubiku @ku_biku]

launching payloads, managing complete missions, supporting national security programs, and, with the acquisition of Iridium, operating a global satellite communications network that generates recurring subscription revenue.

[kubiku @ku_biku]

However, my investment thesis evolved because Rocket Lab is no longer just a launch company. Under Peter Beck's leadership, the company has systematically expanded into every major layer of the space economy by designing satellites, manufacturing spacecraft and critical component

[kubiku @ku_biku]

@SnowBankCap @RocketLab Do you share your profits when the stock goes up?

[Parkash Heerani @HeeraniPK]

People have short memories.

Last November, $RKLB fell ~50%, from around $73 to $37. X was full of posts saying it was over. "It'll never make new ATHs." "Starship will kill the launch market." "Neutron is delayed and will be irrelevant."

About 60 days later, $RKLB was back at all-time highs.

If the stock price is bothering you more than the business itself, you're probably living on borrowed conviction from other people.

An investor should never live on borrowed conviction.

Why panic now that the stock is already down 50%, when the business continues to improve?

Space Systems, which generates ~70% of revenue, is still growing 40-50% YoY. Neutron is closer than it's ever been. A single successful Neutron launch is expected to generate approximately eight times the revenue of an Electron launch.

The Iridium acquisition is a major strategic shift. Around 70-80% of the long-term space economy is expected to come from space services, not launch. $RKLB has officially entered that game.

The space industry itself is still in its infancy. Every time I read about where this industry is headed, I get more excited about its long-term potential.

Does seeing your portfolio get cut in half hurt? Of course it does. I'm not enjoying it either. But that's how growth investing works. Volatility is the admission fee.

If the market is getting to you emotionally, step away from the screen for a while. Spend time with family and friends. These are numbers on a screen. They go up. They go down.

What matters over time is whether the business keeps executing.

Go look at 10-20 year charts of Tesla, Amazon, Microsoft, or Meta. They've all had multiple 50%+ drawdowns. Looking back today, those crashes barely register because the businesses kept compounding.

The hardest companies to own are the ones trying to create entirely new markets. That's also why not everyone gets wealthy investing. It takes research, patience, and conviction to hold through the periods when almost everyone else has given up.

AI and space are still in the early innings. They'll likely go through multiple booms, busts, and bubbles before they mature.

Mature industries rarely produce life-changing returns because their future is already largely priced in. The biggest asymmetric returns usually come from disruptive technologies before they're widely understood.

Commercial aviation created enormous wealth in its early decades. Today, it's a mature industry. Very few people buy airline stocks expecting extraordinary returns.

Space is different.

Reusable rockets are still new. Direct-to-cell satellite connectivity is new. That's just one application. There will likely be hundreds, maybe thousands, of space-based applications that haven't even been imagined yet.

As for today, a pullback after such an aggressive sector-wide run was never surprising. Markets don't move in straight lines. They surge, they cool off, they consolidate, and then eventually they find their next direction.

Following is the 5-year chart of $RKLB, and red circles show a 40-50% drop in stock prices. Imagine if investors had sold there?

[kubiku @ku_biku]

@poconokid18 @SpaceInvestor_D yeah right take a look at SpaceX

[kubiku @ku_biku]

Moved all my shares from $IRDM to $RKLB (Infrastructure + Network Play)
Rocket Lab is no longer just a rocket company.
With launch + space systems + IRDM integration, it’s building a full-stack space infrastructure layer.

Currently holding $RDW $PL
Space is the future 🦾

[Space Investor @SpaceInvestor_D]

$RKLB / $RDW

Makes you wonder who’s going to power all of this in-space infrastructure…

[kubiku @ku_biku]

Update on GSAT chart - #GSAT TradingView https://t.co/goVI8FB2Oq