Current market conditions resemble the late-1990s dot-com bubble, with extreme valuations and AI-driven excitement pushing stocks like Rocket Lab and AST SpaceMobile to unsustainable sales multiples of 75–100x despite lacking near-term profits. Rising inflation, higher oil prices, and increased interest rates create a risky economic environment that threatens overvalued momentum stocks. Investor Lawrence Fuller is reducing risk exposure, warning that these factors signal a late-stage business cycle and potential market correction. This cautious approach is shared with his private investing community, emphasizing the need for careful portfolio management amid these macroeconomic headwinds.
Rocket Lab Corporation has evolved from a space startup into a mature, vertically integrated holding company with a strong financial position, including a $2 billion cash reserve and decreasing debt. Despite this, its high market valuation demands ca...
Rocket Lab (RKLB) is rated a Buy due to its strong position in the space launch and satellite market. Key growth drivers include the upcoming SpaceX IPO, which may reprice the space sector, increased demand for space-based data infrastructure driven ...
Rocket Lab has passed the System Requirements Review for the Space Development Agency's Tracking Layer Tranche 3 constellation, marking a major milestone in delivering advanced missile warning and tracking satellites. The satellites, built on Rocket ...
Rocket Lab has finalized its acquisition of Motiv Space Systems, a leader in space robotics with Mars mission heritage, including NASA's Perseverance rover. This move enhances Rocket Lab's ability to offer comprehensive Mars mission solutions and exp...
The ERShares Private-Public Crossover ETF (XOVR) provides investors access to SpaceX shares before its IPO, holding about 23% of its assets in SpaceX. Despite this unique exposure, XOVR has underperformed the S&P 500 by over 7% this year due to valua...
