What Money or Life 美股频道 said in this video:
- OtherneutralThe commercial space sector has become more competitive; peers release monthly progress updates, whereas RKLB updates far less frequently and often only with negative news, making it look worse in terms of transparency.Source
- RKLBneutrallong-termThe host believes RKLB will not go bankrupt; its three fundamental pillars—existing satellite manufacturing (Space Systems), the Electron rocket, and the newly acquired Ereidian business—remain solid and provide a baseline for the stock. However, the repeated Neutron rocket delay severely caps the near-term upside. He is fully invested with about half his portfolio in RKLB, added to his position in the sell-off, and sold puts, showing confidence in the company's survival, but he has no clear answer on how high the stock can rise before Neutron succeeds.Source