$RKLB

36 theses
bullish 86%neutral 0%bearish 14%
Avg return (1m)
-1.3%
Win rate (1m)
51% (35 resolved)

Past performance does not predict future results. Informational only, not investment advice.

Recent theses

Prices as of Oct 13, 12:31 PM ET
$RKLBr/wallstreetbetsYOLObullish
u/Evening_Result4070 · 29d ago1 prior · awaiting results

RKLB to $12,000- It's The Right Shape

Rocket Lab's Neutron launcher provides superior payload capacity for orbital delivery systems, positioning it to disrupt traditional logistics and capture massive addressable market. The author argues RKLB's technology and Amazon's logistics infrastructure create a transformative partnership opportunity with extraordinary upside.

At post $69.89Now $63.86-8.6% since postedas of Oct 13, 12:31 PM ET
1d—
3d+0.6%
1w+5.8%
1m—
3m—
6m—
1y—
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$RKLBr/wallstreetbetsDiscussionbullish
u/Original-Reporter101 · 79d agono track record yet

RKLB down 35% in a month on zero bad news, generational buying opportunity or are we the exit liquidity?

RKLB has declined 35% in a month despite no negative news, a $2.2B backlog, and a new $266M contract. The author views this as a potential generational buying opportunity driven by tape-wide selling rather than company-specific deterioration.

At post $70.43Now $63.86-9.3% since postedas of Oct 13, 12:31 PM ET
1d—
3d+5.8%
1w+17.6%
1m-9.2%
3m—
6m—
1y—
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$RKLBr/wallstreetbetsYOLObullish
u/Background-Nothing71 · 101d agono track record yet
“$71K in calls for August 21st”

RKLB Bottom?

Author has $71K in call options expiring August 21st, betting that RKLB has bottomed and will recover upward. The position indicates expectation of near-term price appreciation.

At post $81.04Now $63.86-21.2% since postedas of Oct 13, 12:31 PM ET
1d—
3d-5.3%
1w-16.6%
1m+2.2%
3m-15.6%
6m—
1y—
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$RKLBr/ValueInvestingStock Analysisbearish
u/Secret_Swordfish4121 · 106d ago4 prior · 100% at 3mo

An unprofitable Rocket Lab (RKLB) is buying a bigger, profitable company for $8B.

Rocket Lab, an unprofitable company trading at ~85x sales, is acquiring profitable Iridium for ~$8B using stock and debt to gain an operating constellation. The thesis is questioned as uncertain: the deal could be a brilliant arbitrage play if Rocket Lab can manage the debt load, but it's risky if the company can't outrun obligations before Neutron (its key growth catalyst) successfully launches in Q4 2026, especially given recent setbacks in qualification testing.

At post $93.09Now $63.86-31.4% since postedas of Oct 13, 12:31 PM ET
1d—
3d-10.5%
1w-12.9%
1m-20.0%
3m-20.6%
6m—
1y—
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$RKLBr/wallstreetbetsYOLObullish
u/Special_Afternoon_85 · 110d ago5 prior · 60% at 3mo
“$175k in RKLB calls”

$175k in RKLB calls 🚀

Author has deployed $175k into RKLB call options, signaling a strong bullish conviction on the stock.

At post $100.07Now $63.86-36.2% since postedas of Oct 13, 12:31 PM ET
1d+0.4%
3d+0.4%
1w-16.7%
1m-35.1%
3m-30.3%
6m—
1y—
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$RKLBr/wallstreetbetsYOLObullish
u/zer0_chance284 · 127d ago1 prior · awaiting results
“17k in RKLB leaps”

Space yolo

Author is bullish on Rocket Lab, committing $17k to long-dated call spreads or call options in a space sector play. The positioning suggests confidence in RKLB's upside over the medium-to-long term.

At post $109.25Now $63.86-41.5% since postedas of Oct 13, 12:31 PM ET
1d—
3d+0.1%
1w-1.8%
1m-27.9%
3m-42.4%
6m—
1y—
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$RKLBr/wallstreetbetsDDbullish
u/alvnta · 133d ago3 prior · 0% at 3mo
“10,000 shares x $150 = $1,500,000”

ahead of spcx launch, 4 space related tickers, 400 call contracts, 1 week expiry.

RKLB will be chased higher due to simple ticker psychology (rocket + spacex hype) and retail search behavior during the SpaceX IPO attention window. Sector-wide momentum and call volume can drive repricing regardless of fundamentals.

At post $113.65Now $63.86-43.8% since postedas of Oct 13, 12:31 PM ET
1d-4.8%
3d+1.0%
1w-3.9%
1m-26.7%
3m-43.5%
6m—
1y—
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$RKLBr/wallstreetbetsDDbullish
u/Kind-Mind-8933 · 134d ago1 prior · 0% at 3mo
“deep otm calls (specific strike/expiry not provided in text)”

Space Sector Mania before IPO (Regarded Vibe DD)

Space sector will surge ahead of an anticipated IPO this week due to low sentiment and retail attention, with bullish technical setup and implied volatility positioning. Author expects a rally driven by positive momentum and anticipation, particularly for Rocket Lab and other space stocks.

At post $113.65Now $63.86-43.8% since postedas of Oct 13, 12:31 PM ET
1d—
3d-7.6%
1w-9.9%
1m-26.6%
3m-43.5%
6m—
1y—
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$RKLBr/ValueInvestingDiscussionbearish
u/One-Brain6531 · 144d ago5 prior · awaiting results

The market has completely detached from reality

Rocket Lab trades on space narrative hype without profitability or rational valuation. The author expects continued irrational rallies driven by sector momentum rather than operational performance.

At post $148.03Now $63.86-56.9% since postedas of Oct 13, 12:31 PM ET
1d-3.1%
3d-3.1%
1w-19.0%
1m-42.9%
3m-55.3%
6m—
1y—
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$RKLBr/wallstreetbetsYOLObullish
u/kimchimerchant · 145d agono track record yet
Long RKLB

i still like space $RKLB

Author holds a large long stock position in Rocket Lab across multiple accounts (bought from $9 to $50), with unrealized gains of $1.1M. Strong conviction in the space company with no intention to sell, signaling belief in further upside.

At post $150.23Now $63.86-57.5% since postedas of Oct 13, 12:31 PM ET
1d-1.5%
3d-4.5%
1w-23.7%
1m-43.7%
3m-55.5%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/winter-shoulders · 150d ago12 prior · 38% at 3mo

Space is the place, man

RKLB is well-positioned for long-term growth in the space sector. After trimming options pre-IPO, the author plans to reinvest in space stocks including RKLB once the SpaceX IPO settles.

At post $135.76Now $63.86-53.0% since postedas of Oct 13, 12:31 PM ET
1d—
3d—
1w+5.7%
1m-21.0%
3m-46.3%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/crazyfool319 · 151d ago1 prior · 0% at 3mo
“Bought and sold $RKLB, $1.3M gain in 2 weeks”

$1,300,000 Gain in 2 Weeks

Author bought Rocket Lab ahead of anticipated SpaceX IPO announcement and captured $1.3M gain in 2 weeks by riding the run-up momentum. Trade was based on SpaceX IPO catalyst.

At post $125.45Now $63.86-49.1% since postedas of Oct 13, 12:31 PM ET
1d+8.2%
3d+8.2%
1w+18.0%
1m-14.5%
3m-39.5%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/TheBigCheese514 · 153d agono track record yet
Long RKLB

RKLB Gainz

Author has held RKLB since $4.35 and continues to add to position, expressing a long-term bullish stance on Rocket Lab despite not having gone all-in due to capital constraints.

At post $127.31Now $63.86-49.8% since postedas of Oct 13, 12:31 PM ET
1d+5.5%
3d+6.6%
1w+6.6%
1m-15.8%
3m-35.5%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/manhattan-ice · 156d ago1 prior · 0% at 3mo
Long RKLB

RKLB Long Position and Discussion

Rocket Lab is a long-term fundamental holding with superior management (Peter Beck, Adam Spice) and a dominant position in small payload launches. Neutron's expansion into mid-size payloads combined with satellite manufacturing assets positions RKLB across the entire space economy value chain, and at current valuations appears underpriced relative to SpaceX's ~$1.75T valuation.

At post $131.16Now $63.86-51.3% since postedas of Oct 13, 12:31 PM ET
1d—
3d-2.9%
1w+3.5%
1m-16.7%
3m-38.8%
6m—
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$RKLBr/wallstreetbetsGainbullish
u/golari · 158d ago1 prior · 50% at 3mo
“RKLB shares, +$7k”

Baby's first call option (+$1k)

Author made $7k from RKLB shares, confirming a successful bullish position that motivated further options trading experimentation.

At post $132.55Now $63.86-51.8% since postedas of Oct 13, 12:31 PM ET
1d-5.9%
3d-5.9%
1w-5.4%
1m-22.8%
3m-38.8%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/anthonyjr2 · 159d agono track record yet

RKLB, only wish I bought more

RKLB has performed well enough that the author regrets not holding a larger position, implying confidence in further upside or satisfaction with the returns achieved.

At post $124.15Now $63.86-48.6% since postedas of Oct 13, 12:31 PM ET
1d+6.8%
3d+0.5%
1w+8.2%
1m-17.5%
3m-35.6%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/A-Z-T-3-K · 159d agono track record yet
“$456 > $12,500”

RKLB taking me to the moon🙏🏼 $456 > $12,500

RKLB delivered significant gains, turning a $456 position into $12,500. Author is bullish on the stock's upside performance.

At post $124.15Now $63.86-48.6% since postedas of Oct 13, 12:31 PM ET
1d+6.8%
3d+0.5%
1w+8.2%
1m-17.5%
3m-35.6%
6m—
1y—
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$RKLBr/wallstreetbetsDiscussionbearish
u/Jazzlike-Chest-1424 · 159d ago3 prior · 25% at 3mo

When Will It Pop

Rocket Lab stock has risen ~800% in recent years despite fundamentals not justifying the valuation. The author views this as speculative excess driven by AI/tech hype rather than sustainable business growth.

At post $124.15Now $63.86-48.6% since postedas of Oct 13, 12:31 PM ET
1d+6.8%
3d+0.5%
1w+8.2%
1m-17.5%
3m-35.6%
6m—
1y—
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$RKLBr/wallstreetbetsGainbullish
u/ladybugccc · 161d agono track record yet
“Sold 15x 45Put to finance this call when stock was around 50 in December 2025”

RKLB - Good enough to screen shot. Good enough to sell

Author successfully executed a covered call spread strategy (short puts financed long calls) on RKLB around $50 in December 2025, generating $115,500 in gains. The realized profit demonstrates confidence in the position and validates the bullish directional bet.

At post $117.35Now $63.86-45.6% since postedas of Oct 13, 12:31 PM ET
1d+0.2%
3d+13.0%
1w+11.8%
1m-10.5%
3m-29.4%
6m—
1y—
original post →
$RKLBr/wallstreetbetsYOLObullish
u/Holiday-Store7589 · 162d agono track record yet
Long RKLB

Up 1.2 million. Still holding. Still buying. $RKLB 🚀💎

Author is heavily long Rocket Lab and continuing to accumulate despite substantial unrealized gains, signaling conviction in further upside with no intention to exit.

At post $117.35Now $63.86-45.6% since postedas of Oct 13, 12:31 PM ET
1d+0.2%
3d+13.0%
1w+11.8%
1m-10.5%
3m-29.4%
6m—
1y—
original post →