Stock Talk · by Can Arslan · 2026-09-13

RKLB is my favorite 'I know this is risky, leave me alone' position

Tiny allocation. Very tiny. But I like owning one small cap where the thesis is not just 'maybe it gets acquired' or 'maybe a meme crowd saves me.' Real execution matters here, backlog matters, and management at least sounds like they live on planet earth.

Still, launch/space names can go from exciting to financing discussion in about ten minutes, so I keep it on a short leash.

40 sparks · 6 comments

Comments

Bianca Santos · 26 likes

This is my exact guilty pleasure stock.

Rafael Almeida · 25 likes

At least RKLB bulls can usually articulate a business instead of just posting rocket emojis.

Jan Nowak · 1 likes

Speculative but not unserious. Big distinction.

Lina Al Harbi · 0 likes

I owned SPCE first and that experience basically sent me to therapy.

Brave Noodle · 0 likes

Backlog quality matters though. Not all future revenue is equally comforting.

Can Arslan · 0 likes

Agreed. I try not to treat every contract headline like cash in the bank.