Because when we talked about RKLB's point of view of Mr. Frank, the core is that the market will tend to avoid risks when the yield of the 10-year treasury bond bond remains at a high level. At that time, it will not only affect the dream stocks that have not yet achieved huge profits, but also affect the overall valuation reconstruction and liquidity runs And the reason why these companies with weak profits have performed very well is that they are easy to attract funds, and the sentiment in the secondary market is too good, coupled with the strong expectation of SpaceX's IPO in June (expected on June 12th, expected to be realized as soon as one month). The concept of space itself is a bet on the future, a left side transaction, that is, to lay out in advance before the trend is clearly confirmed. The core is to bet on whether commercial aviation and space will have larger application scenarios in the future The reason why the previous financial report received such a strong response was that the company was seen as a positive by the market despite not making much profit, because this revenue was seen as a demand signal that was rising from the left, and an optimistic expectation that it would be realized in the future (such as technological breakthroughs, aerospace orders landing, etc.). This is highly dependent on market sentiment, and I also tend to view RKLB as an emotional indicator when looking at it In the short term, if there is a macro risk aversion sentiment as suggested by Teacher Frank next week, it is normal for these unprofitable growth stocks to experience a huge pullback. However, dream stocks driven by growth narratives, although high-risk, also mean high potential returns. If the macro environment improves before June, these stocks still have a chance to rise. Coincidentally, Trump's visit to China has ended, and the overall plan is to take profit. I mainly bought it before the financial report, and currently the cost is relatively low, so I tend to stay in the bottom position range Regarding SPCX, it is highly likely that it will rise and fall back. Even if xai is packaged, it is unrealistic for an unrealized concept to directly enter the trillion dollar range. In the future, there will still be time to build a position