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Why Rocket Lab Fails To Disrupt The Space Industry

Wall Street Millennial | September 16, 2025



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In this video we analyze the rocket launch company Rocket Lab.

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#wallstreetmillennial #rocketlab #spacex

0:00 – 1:41 Intro
1:42 – 2:36 Founding of Rocket Lab
2:37 – 7:38 SPAC Transaction
7:39 Neutron Rocket

Written by Wall Street Millennial

Comments

This post currently has 36 comments.

  1. @thirteenthandy

    September 16, 2025 at 7:51 am

    Numbers are numbers, and yet they can be misleading. For example, you showed their total growth and focused on how much of their revenue was brought in by their services segment rather than their launch segment, but didn't comment on the part of your chart that shows the launch segment has more than tripled from 2020 to 2024. Instead you focused on how short they've come under forecast for that segment. It just seems like a video made by a short seller. I'd rather watch videos from the rocket enthusiast channels, even if they're negative or skeptical. Most of them don't feel like they have ulterior motives.

  5. @cameron.t

    September 16, 2025 at 7:51 am

    3:03. Isn’t ULA a quasi-government organization comprised of three US defense companies that themselves are quasi-government?

    So many glaring misdirections in this video, including this one point

    This video is a litmus test 😂

  6. @DoublePlus-Ungood

    September 16, 2025 at 7:51 am

    I'd have to disagree with that they haven't made any meaningful impact.

    Just existing as a private space launch company is the meaning impact IMO, as I grew up with all of NASA and the Soviet Union, and that was it for a long long time.

  7. @GD-L80

    September 16, 2025 at 7:51 am

    This is because Rocket Lab is self-financed through its industrial successes and does not seek money from third-party financiers by promising them stratospheric returns.

  10. @asiantownvideos

    September 16, 2025 at 7:51 am

    nasa , spacex etc are all scams. no one can go to space, no one can prove propulsion inside a vacuum is possible. try prove the "recoil" theory works inside a big vacuum chamber, not small vacuum tube where exhausts refill and hit the solid barrier.

  15. @HUNTER72606

    September 16, 2025 at 7:51 am

    RKLB isn't supposed to disrupt the space industry. So Stop trying to paint a picture that doesn't want to be painted at this time. We'll get back to you when we are ready to reset the stage. Got it. So stop misleading people that don't know any better.

  16. @NULL4546-m1v

    September 16, 2025 at 7:51 am

    Nice video. This made me sell my position in rocketlab and certainly woke me up to the reality that its still a small rocket company and the delayed neutron launch will likely hurt the stock. I will be safe rather than sorry and sell. If they do launch and things look good I can always buy at a higher price again

  21. @Bnryzombie

    September 16, 2025 at 7:51 am

    4 52 week highs this month alone is all I need to feel comfortable with my $5.22 shares. You missed the fact that their are the US Governments only private launcher of hyper-sonic test vehicles. I have stock gain on this stock of +850%

  24. @Blakenblitz

    September 16, 2025 at 7:51 am

    The key points of your bear case analysis, such as RKLB underdelivering on organic revenue targets, make sense. The problem is that at the end of the day none of that will likely matter. The bottom line is that rocket technology is viewed by the Federal US government as a strategic asset, and they will never allow the market to become a pure monopoly with SpaceX which is why RKLB is continuing to win government contracts despite not being the industry leader. Ultimately the launch market is effectively just SpaceX, Blue Origin, RKLB, and Firefly right now, with SpaceX far in the lead. A bet on RKLB is a bet on the catch up opportunity, which should happen much more quickly relative to how long it took SpaceX to build that lead in the first place. Maybe shares dip on an earnings release when they announce a Neutron delay, but outside of that a short position will get CRUSHED on the duration between earnings events.

  28. @JjAnteros

    September 16, 2025 at 7:51 am

    hope and optimism are very powerful in the stock market, also if this rocket is not viable it makes sense to delay the rocket for as long as possible, the stock has been on a run, but u failed to mention that, and your videos have taken a more skeptical look at many companies, people tend to not like short sellers, so I'm not sure why u keep promoting short sellers on your channel, it's not a very smart move if u ask me, it would be much smarter to promote companies that u actually like compared to companies which u dislike, and everyone knows that SpaceX is currently the leader in this arena, so I'm not sure why u needed to bring them up every other minute in this video, you're acting like competition is bad, and SpaceX having a monopoly is good lol, most people dislike monopolies and tend to favor competition, literally one of the key pillars in Capitalism tends to be healthy competition, being skeptical of a few companies is one thing but being skeptical of every company is another, honestly u sound like u work for a hedge fund at this point, which is not a good look btw

  31. @Boofedit

    September 16, 2025 at 7:51 am

    Because the rocket is tiny and the fact stands that they can only build 1-2 per month is pretty bad.
    Especially when space-x is building a rocket 55x larger and more powerful and they can build more than 5 per day…

    Rocket lab is very far behind the industry standard.

  32. @neilknightley4703

    September 16, 2025 at 7:51 am

    Its funny how you constantly compare it to spacex yet not once u mentioned how spacex gwts its core support from . The US govt. It got subsidies, elons funding and nasa contracts. This company had non yet still progressing .

    We should keep this in persoective

  35. @vevenaneathna

    September 16, 2025 at 7:51 am

    like how you are not afraid of posting contrarian views to what every hype space channel is spewing out. imo rocket labs issue is they picked seth rogan as their ceo lol

Comments are closed.

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