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Post-election first test flight: How to position for 'Elon Musk' concept stocks?
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Just cautiously bullish. This is a direct competitor to SpaceX, which is going public soon

$Rocket Lab (RKLB.US)$ Not a serious indicator of strength by any means but RKLB is all over WSB forums (but this could add to volatility, ie. retail investors fomo-ing into the stock/ scalping/ realising ST gains vs LT profits. We’ve seen inflow of funds in recent days being smaller orders, chasing higher highs, something I dont like but can make $ off with an options play).. BUT lending it credence is Blackrock and Vanguard’s ownership of the stock. I’d say buying in now is somewhat a first-mover bet and I kind of want in on a stock that is one of two players if the industry atm. Meanwhile it being a competitor of the high-profile SpaceX will continue to draw in interest. Always waiting for a pullback/ selling puts. Discussions welcome and space fanatics pls add feedback of actual/ core biz
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Ex Bloomberg financial reporter, commodities analyst. Views purely my own
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