[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  M. V. Cunha [@mvcinvesting](/creator/twitter/mvcinvesting) on x 48.7K followers Created: 2025-07-17 12:09:05 UTC For everyone asking what I plan to do: $RKLB's valuation has always seemed “too stretched” — and I think it always will. I don’t blame anyone for taking profits here, it's definitely a legitimate decision. But my original thesis was based on $RKLB's potential to become a $100B+ company in the long run, and that view hasn’t changed. It’s the only stock in the world that made me set aside my numbers cruncher mindset, and I’m glad it did. This company is positioned to lead in a trillion-dollar industry with extremely high barriers to entry. I genuinely believe its moat alone could be worth tens of billions on its own. Yes, after this massive rally, a pullback is likely, but my timeframe is far longer than a year. I’d rather embrace volatility with a smile on my face than try to time the market. One last important point: when I first started building my position in $RKLB, I wanted to buy a lot more shares, but I didn’t have much spare cash available at the time. The stock moved up quickly, and I became anchored to my cost basis (lesson learned). Now, my version of “buying more” is simply holding on. I still can’t believe I had the chance to buy a company like this at a $2B market cap. *This is NOT a recommendation. I'm simply sharing my personal situation and plans moving forward. Please make sure to do your own risk management based on your individual needs and circumstances. XXXXXX engagements  **Related Topics** [$rklb](/topic/$rklb) [$100b](/topic/$100b) [$rklbs](/topic/$rklbs) [Post Link](https://x.com/mvcinvesting/status/1945818035517861981)
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M. V. Cunha @mvcinvesting on x 48.7K followers
Created: 2025-07-17 12:09:05 UTC
For everyone asking what I plan to do:
$RKLB's valuation has always seemed “too stretched” — and I think it always will. I don’t blame anyone for taking profits here, it's definitely a legitimate decision. But my original thesis was based on $RKLB's potential to become a $100B+ company in the long run, and that view hasn’t changed.
It’s the only stock in the world that made me set aside my numbers cruncher mindset, and I’m glad it did. This company is positioned to lead in a trillion-dollar industry with extremely high barriers to entry. I genuinely believe its moat alone could be worth tens of billions on its own.
Yes, after this massive rally, a pullback is likely, but my timeframe is far longer than a year. I’d rather embrace volatility with a smile on my face than try to time the market.
One last important point: when I first started building my position in $RKLB, I wanted to buy a lot more shares, but I didn’t have much spare cash available at the time. The stock moved up quickly, and I became anchored to my cost basis (lesson learned). Now, my version of “buying more” is simply holding on.
I still can’t believe I had the chance to buy a company like this at a $2B market cap.
*This is NOT a recommendation. I'm simply sharing my personal situation and plans moving forward. Please make sure to do your own risk management based on your individual needs and circumstances.
XXXXXX engagements
