SDA
SunCar Technology Group Inc. Class A
stock NASDAQ

All over the world, SunCar's (NASDAQ:SDA) customers, $[NIO](https://stocktwits.com/symbol/NIO), [$LI](https://stocktwits.com/symbol/LI), BYD, Xiaomi, and [$XPEV](https://stocktwits.com/symbol/XPEV) are reaching deals with governments to put tariffs in place that will allow them to remain profitable and give local consumers access to low cost, high-quality EVs. At the right price points, global consumers are screaming for more EVs. At artificially high prices, there is little demand, as has been shown in the US market.
[https://electrek.co/2026/01/13/canada-china-near-deal-drop-ev-tariffs-trump-pushes-allies-away/](https://electrek.co/2026/01/13/canada-china-near-deal-drop-ev-tariffs-trump-pushes-allies-away/)

been watching rklb all week and the action is just crazy. huge ranges, quick reversals, and it keeps pushing the highs even when people try to dump it. for me it really comes down to that 92 level.
i watched it tap 92.19 yesterday but it just couldn't hold and ended up closing at 91.80. now we're seeing some red in pre-market, which makes sense since KeyBanc just downgraded it to sector weight this morning. their whole argument is that the $816M SDA contract and all the Neutron hype for 2026 are already priced in at these levels.
if can actually flip 92 into solid support, i think it starts acting like a true breakout instead of a tease. i wouldnt be shocked to see it trade up to the 94-105 range pretty fast, especially if we get more spacex ipo chatter or defense wins to fuel the move.
but it could also just turn into a total mess up here. pokes the highs, gets sold, dips get bought, repeat. just chop in a wide band between 86 and 95. the volatility is insane right now and that flash to 84.50 yesterday proves it.
if the bid weakens and people start taking profits, i’d expect buyers to fight around 84-86. and if the broader market goes risk-off, a flush to 80 isnt out of the question.

All over the world, SunCar's (NASDAQ:SDA) customers, $[NIO](https://stocktwits.com/symbol/NIO), [$LI](https://stocktwits.com/symbol/LI), BYD, Xiaomi, and [$XPEV](https://stocktwits.com/symbol/XPEV) are reaching deals with governments to put tariffs in place that will allow them to remain profitable and give local consumers access to low cost, high-quality EVs. At the right price points, global consumers are screaming for more EVs. At artificially high prices, there is little demand, as has been shown in the US market.
[https://electrek.co/2026/01/13/canada-china-near-deal-drop-ev-tariffs-trump-pushes-allies-away/](https://electrek.co/2026/01/13/canada-china-near-deal-drop-ev-tariffs-trump-pushes-allies-away/)

been watching rklb all week and the action is just crazy. huge ranges, quick reversals, and it keeps pushing the highs even when people try to dump it. for me it really comes down to that 92 level.
i watched it tap 92.19 yesterday but it just couldn't hold and ended up closing at 91.80. now we're seeing some red in pre-market, which makes sense since KeyBanc just downgraded it to sector weight this morning. their whole argument is that the $816M SDA contract and all the Neutron hype for 2026 are already priced in at these levels.
if can actually flip 92 into solid support, i think it starts acting like a true breakout instead of a tease. i wouldnt be shocked to see it trade up to the 94-105 range pretty fast, especially if we get more spacex ipo chatter or defense wins to fuel the move.
but it could also just turn into a total mess up here. pokes the highs, gets sold, dips get bought, repeat. just chop in a wide band between 86 and 95. the volatility is insane right now and that flash to 84.50 yesterday proves it.
if the bid weakens and people start taking profits, i’d expect buyers to fight around 84-86. and if the broader market goes risk-off, a flush to 80 isnt out of the question.

With the SDA contract backlog is now close to 2 billion, 816 mln from that alone + other contractors also get parts from Rocket Lab, so more like 1 billion from that single contract. If they can get the MTO or something from the golden dome, they will be at 3 billion or more.