@rklb_invest rklb_invest
Korean-language space-launch specialist building a scarcity/sovereignty thesis around RKLB
Original sector analysis and running commentary on the publi
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY. · Analyst brief as of 2026-06-22.
Across their last 20 scored bets: 30% hit rate, -1.58% mean alpha, trader score -1.81. Their last-14d mentions, direction-adjusted, have moved +1.3% since posting (mean over 81 mentions with price data).
Author is primarily trading the SpaceX/SPCX liquidity event and using it as a read-through for public space equities, especially RKLB, RDW, ASTS, LUNR and FLY. Distinctive view is that SpaceX demand, ETF mechanics, options flow, institutional space interest, orbital AI datacenters and microgravity manufacturing can pull capital into the whole space stack. Late week focus broadened from SPCX mechanics toward RKLB mission clues, orbital datacenters, Starlink suppliers and space-conference institutional demand, with no explicit position flip disclosed.
The author’s equity concentration is heavily bullish space, first around SPCX supply-demand mechanics and then broader public-space beneficiaries. Conviction appears to broaden late week rather than flip, with RKLB, RDW, ASTS, LUNR, FLY and Starlink suppliers added to the SpaceX read-through. SPCX remains the main pump-risk area given repeated valuation, options, ETF and supply-absorption posts; no CALL_DIRECTIONAL or POSITION_DISCLOSURE signals were provided.
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-07-02 | META | @rklb_invest | +0.55 | Claims Meta's next AI model reaches OpenAI GPT 5.5 level and uses 10x compute. | — | tweet ↗ |
| 2026-07-02 | · | @rklb_invest | · | Speculates future laws may require companies to maintain human-to-robot worker ratios. | · | tweet ↗ |
| 2026-07-02 | CCXI | @rklb_invest | +0.35 | Humanoid market is awakening with Unitree IPO approval and Agility SPAC merger plans. | · | tweet ↗ |
| 2026-07-02 | AGLT | @rklb_invest | +0.35 | Humanoid market is awakening with Unitree IPO approval and Agility SPAC merger plans. | · | tweet ↗ |
| 2026-07-02 | · | @rklb_invest | · | Notes recurring pension-fund selling pressure in volatile KOSPI market. | · | tweet ↗ |
| 2026-07-02 | · | @rklb_invest | · | Reports daily leveraged ETF rebalancing activity rising to $50B, over 4x since early 2026. | · | tweet ↗ |
| 2026-07-02 | · | @rklb_invest | · | Reports SPR down 5.5M barrels to 326M, lowest since May 1983, and lower gasoline prices. | · | tweet ↗ |
| 2026-07-02 | HOOD | @rklb_invest | +0.45 | Calls HOOD a good position in context of IPO, speculation, trading and retail investors. | — | tweet ↗ |
| 2026-07-02 | VOYG | @rklb_invest | +0.45 | Notes VOYG rose quickly after NASA CLPS selection momentum. | — | tweet ↗ |
| 2026-07-02 | IRDM | @rklb_invest | +0.45 | Discusses IRDM price above acquisition value after Rocket Lab acquisition announcement due to RKLB upside. | — | tweet ↗ |
| 2026-07-02 | RKLB | @rklb_invest | +0.15 | Discusses IRDM price above acquisition value after Rocket Lab acquisition announcement due to RKLB upside. | — | tweet ↗ |
| 2026-07-02 | F | @rklb_invest | -0.35 | Compares TSLA Q2 deliveries up 25% YoY with Ford sales down 10.3%. | — | tweet ↗ |
| 2026-07-02 | TSLA | @rklb_invest | +0.45 | Compares TSLA Q2 deliveries up 25% YoY with Ford sales down 10.3%. | — | tweet ↗ |
| 2026-07-02 | · | @rklb_invest | · | Reports White House adviser comment and June payrolls +57k with 4.2% unemployment. | · | tweet ↗ |
| 2026-07-02 | TSLA | @rklb_invest | +0.70 | States TSLA deliveries were 480k and says there was a reason he was long. | — | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.