🚀 Nebius & Rocket Lab – Fundraising at the Top or Opportunity in Disguise?

Both Nebius and Rocket Lab are raising capital at a time when their stock prices have been strong. On the surface, this looks negative (and we already see the market reacting with pullbacks), but there are 2 key ways to look at it:

📉 Short-term:

- Dilution fears → stock pressure

- Market tends to sell first, think later

- Not surprising to see -5% to -10% reactions

📈 Medium to long-term:

- Raising funds = confidence in expansion pipeline

- Especially for AI infrastructure (Nebius) and space/logistics (RKLB)

- If deployed well, this can accelerate growth significantly

💡 So… when is the bottom?

Historically, for these kinds of announcements:

- First drop = emotional selling

- Second phase = stabilization (few days to weeks)

- Real opportunity comes when selling volume dries up

👉 My take:

I wouldn’t rush to catch the first dip. Better to:

- Wait for price to stabilise

- Accumulate in tranches

- Focus on execution of the capital raised

High growth stories don’t die from dilution — they fail from poor execution.

Curious to hear — are you buying this dip or staying sidelined?