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$RKLB is now trading at October 2025 prices. Thoughts?
Is this a good buying opportunity? There was massive appreciation over the last year but it's starting to feel a little over-sold, and maybe this is a good entry point for a long term (5-10+ years) hold. I'm wondering if the CEO selling a bunch of shares had a psychological …
Memory names with still all 2-3x from here
I still think the memory name all will 2-3x from here comfortably. Models are rapidly commoditizing, which will only increase demand. Inference isn't really a compute issue it's a memory issue. The timeline to bring on more capacity is years. The fact that so many lab companies are getting to …
I've stopped trying to catch the exact bottom
For a long time I wanted the perfect entry. I'd wait for one more pullback... One more red candle... One better price. Half the time the move happened without me. Now I'm much happier entering after a trend starts to confirm instead of trying to predict the exact turning point. …
How do you evaluate/value technical moats?
I have a rule where I won’t buy into a company if another company can duplicate their product. Companies like Nike, lulu lemon, Pepsi, or Starbucks. While some of these companies do well, I feel like you’re always one mistake away from tanking the whole thing. (Nike going online, what …