ATUM🪶🥶

$rklb: i sold heavily. no regrets. the sentiment on my feed is terrifying right now. it’s not investing anymore, it’s pure euphoria. absolute pilgrimage-level faith. when everyone is this loud, i get scared. markets have short memories. have we already forgotten the 40% haircut from the last neutron delay? or the sympathy crash after the firefly explosion? we heal, we forget, we fomo. reality check: we are in a news vacuum until q4 earnings. the pete hegseth (dod) visit? don't read too much into it. it’s a routine check-in by the boss, not a bullish catalyst. the mars dream is bruised. peter beck wanted the big $4b msr/mto contract; we got a $110m crumb. that hurts. mynaric acquisition is dead silent. and with trump clashing with denmark/nato, european revenue streams are looking hostile for the next 4 years. stop telling me about "potential" space infra contracts. it’s all priced in. priced to perfection. the only thing that matters is neutron. success or failure. so i sold. i trimmed my position significantly. realized gains are the only real wealth—everything else is just pixels. i’m still bullish on the 2-5 year vision, but not right here, not right now. if i’m wrong and it rips without me, i’ll live with it. am i being too cautious, or are you ignoring the execution risks? are you holding through the earnings vacuum or taking profits? $rklb #rocketlab #spaceeconomy #investing #neutron #stockmarket #fintwit #trading #riskmanagement #space