The Big 3: RKLB, LUNR, AVGO
Get the full intelligence
Search transcripts, export clips, track mentions, and explore all topics from “The Big 3: RKLB, LUNR, AVGO” inside PodZeus.
The Schwab Network's 'Big 3' episode dives into three high-momentum stocks riding the wave of speculative excitement around the anticipated SpaceX IPO and the broader AI semiconductor boom. Tim Bowen of StocksToTrade.com argues that recent pullbacks in Rocket Lab (RKLB), Intuitive Machines (LUNR), and Broadcom (AVGO) aren't signs of weakness but strategic buying opportunities, framing them as 'trade vehicles' capitalizing on market sentiment rather than standalone fundamentals. He emphasizes that short-term volatility, especially in space and AI-themed stocks, is normal and even healthy—creating entry points after sharp rallies. Rick Ducat’s technical analysis confirms that while all three stocks are retracing from recent highs, key support levels, moving averages, and volume patterns suggest resilience. The episode underscores a contrarian thesis: market dips aren’t panic signals but digestions that set up for the next leg up, particularly ahead of major catalysts like AVGO’s June 3 earnings and the looming SpaceX IPO. The hosts use sharp technical language and playful puns to reinforce the idea that disciplined traders should focus on trendlines, volume nodes, and RSI behavior—not emotional reactions to red candles.
Use pullbacks in space and AI stocks as buying opportunities, not panic signals.
Rocket Lab and Intuitive Machines are speculative vehicles riding momentum toward the SpaceX IPO.
Broadcom’s consolidation zone offers a clear trade setup with defined entry, exit, and stop-loss levels.
RSI above 70 is overbought, but a drop below 70 isn’t bearish—watch for retesting of the threshold.
Volume spikes above 50% of 50-day average signal strong conviction during sharp moves.
…and 3 more takeaways available in PodZeus
Market Sentiment & the Red Day Opportunity
“I look at days like today as opportunities for buying opportunities. The market can't be green as much as we would like... at some point there's gotta be a pullback again.”
Rocket Lab (RKLB): Space Theme & Technical Setup
Tim revisits Rocket Lab as a momentum play ahead of the SpaceX IPO, noting its recent dip is a buying opportunity. Rick Ducat analyzes key support levels, moving averages, and volume spikes to confirm underlying strength.
Intuitive Machines (LUNR): Smoother Momentum Play
Tim compares LUNR to RKLB—less volatile, more stable, but sharing the same space-sector thesis. Technicals show a strong upward channel and key support near $32, with RSI showing early signs of consolidation.
Broadcom (AVGO): AI Trade & Earnings Play
AVGO is highlighted for its consolidation pattern ahead of June 3 earnings. Tim stresses the importance of a trade plan with defined entry, exit, and stop-loss levels. Rick confirms the stock remains in a strong upward channel with support near the 21-day EMA.
Closing Thoughts & Trade Discipline
“It’s okay to be wrong, just don’t stay wrong.”
“It’s okay to be wrong, just don’t stay wrong.”
“Rocket Lab and the next stock. I mean, I don't put them in Elon territory. They're really just trading vehicles to ride that momentum up until the event.”
“I look at days like today as opportunities for buying opportunities. The market can't be green as much as we would like... at some point there's gotta be a pullback again.”
Host
Guests
Rocket Lab
organization
Broadcom
organization
Tim Bowen
person
Intuitive Machines
organization
Rick Ducat
person
SpaceX
organization
S&P 500
other
StocksToTrade.com
organization
UBS
organization
The Big 3: VST, C, AAPL
Schwab Network • 13m • 3/31/2026
Kudla on Commodities, Defense, and Market Upside
Schwab Network • 10m • 3/31/2026
The Big 3: SBUX, XLE, AAPL
Schwab Network • 15m • 4/1/2026
Nasdaq 100: Looking Past Volatility to Fundamental Strength
Schwab Network • 13m • 4/1/2026
How to Manage Your 401(k) During Market Volatility
Schwab Network • 10m • 4/1/2026
Get the full intelligence
Search transcripts, export clips, track mentions, and explore all topics from “The Big 3: RKLB, LUNR, AVGO” inside PodZeus.
Start discovering podcast insights today
Start with a 7-day trial and explore a growing catalog of popular podcasts. No credit card required.
No credit card required • 7-day trial • Cancel anytime
