GregoryRichardson
08-03 05:51

$Rocket Lab USA, Inc.(RKLB)$  I have a pretty out-there prediction. RKLB will eventually become a top 10 market cap company. It's the most underrated stock I've come across. I've put probably 100 hours into researching this company and I can see the vision. The execution track record, the growth, the numbers don't lie. I've compared it to the early days of names like NVDA, NFLX, AMZN. Yes, they're unprofitable, but growth has accelerated, profit margins keep expanding, the earnings portfolio is diversifying, the backlog keeps growing, the leadership team is still intact with very little turnover, the industry is growing, and they're burning less cash while getting closer to profitability, which is key. The stock is up 1,800% from the mid-3 lows and down 60% from the 150 high, but that kind of wild volatility is normal for hyper-growth names. Yes, the P/S ratios and the fact that it's a money-losing business scream bubble and sell, but when I look at what's ahead, I see a company worth around $35 billion today that could be worth trillions someday.

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