🚀 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

$Tesla Motors(TSLA)$  

$Palantir Technologies Inc.(PLTR)$  

$AppLovin Corporation(APP)$