Author

@RKLBMan RKLBMan

High-conviction space-sector permabull who lives and breathes Rocket Lab and peers

Posts original thematic and catalyst-driven theses on space/

trader score
-2.29
hit rate
35%
mean α
-1.71%
signals 14d
74

Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.

Their picks, scored

Across their last 20 scored bets: 35% hit rate, -1.71% mean alpha, trader score -2.29. Their last-14d mentions, direction-adjusted, have moved -9.9% since posting (mean over 62 mentions with price data).

Recent signals15receipts included
date (PT)tickerauthorsentwhat they saidsince thenreceipt
2026-10-15·@RKLBMan·Jokingly states that the broader market has likely bottomed.·
2026-10-15TSLA@RKLBMan+0.50Expresses strong approval of a Tesla product.+2.7%
2026-10-15NBIS@RKLBMan+0.40Notes NBIS reversed from a 10% intraday decline to positive territory.-15.7%
2026-10-15·@RKLBMan·Discloses that the author's portfolio is down 2.8% for the day.·
2026-10-15·@RKLBMan·Expects recovery to a $100 level after macro conditions improve, but the asset is unnamed.·
2026-10-15RKLB@RKLBMan+0.30Accepts delayed Neutron revenue and higher R&D spending while maintaining the RKLB thesis.-4.8%
2026-10-15KRKNF@RKLBMan+0.60Calls KRKNF an attractive low-valuation proxy for Anduril ahead of an eventual IPO.+3.4%
2026-10-15LUNR@RKLBMan+0.40Praises the rebound and long-term importance of four space-sector companies.-9.1%
2026-10-15ASTS@RKLBMan+0.40Praises the rebound and long-term importance of four space-sector companies.-10.5%
2026-10-15FLY@RKLBMan+0.40Praises the rebound and long-term importance of four space-sector companies.+2.2%
2026-10-15VOYG@RKLBMan+0.40Praises the rebound and long-term importance of four space-sector companies.-6.2%
2026-10-15KRKNF@RKLBMan+0.60Discloses reaching half the desired KRKNF position at a $3.05 average cost.+3.4%
2026-10-15CRDO@RKLBMan-0.30Exits CRDO at breakeven while retaining higher-conviction AI holdings NVDA and NBIS.-17.5%
2026-10-15NBIS@RKLBMan+0.50Exits CRDO at breakeven while retaining higher-conviction AI holdings NVDA and NBIS.-15.7%
2026-10-15NVDA@RKLBMan+0.50Exits CRDO at breakeven while retaining higher-conviction AI holdings NVDA and NBIS.-2.9%

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.