Jul. 21 at 10:46 PM
I know I’ve been heavily focused on AI stocks recently, but a few names outside that theme are starting to catch my attention.
$RKLB
The stock has pulled back roughly 50% from its highs, largely due to the unwinding of the
$SPCX trade.
However, the long-term story remains interesting after the Iridium acquisition, which strengthens Rocket Lab’s position as a more vertically integrated player in the space communications market.
$HOOD
Also pulled back significantly from its all-time highs, but has recovered well from the lows.
With a potentially strong quarter ahead, growing user activity, Trump accounts gaining momentum, and prediction markets/perps expansion on the horizon,
$HOOD remains one to watch.