$Rocket Lab USA, Inc.(RKLB)$ So approximately 2 years ago I wrote my first article about this company. Back then it was trading at around $4. Had a few people replying to my post that were not... let's just say, they were not enthusiastic. You can actually scroll back and see that post. I presented a thesis outlining why it was about to go nuts. And it did. From $4 to $15, then $30, then $40. 

Now at market close on Friday, it's around $74. Hmmm.

It's been a very volatile stock this year, a few weeks ago it was in the $40s. Why? Because most don't get it. I love that. I live in New Zealand, takes me 45 mins to drive to their composite facility in Warkworth NZ, 2 hours to drive to their production facility in mount Wellington, NZ. About 8 hours to drive to launch complex 1 in gisborne NZ. A bit more complicated to drive to launch complex 2 in wallops, USA. But others do that.

So... what's my point? Well two years ago I set out an investment thesis on RKLB, today I will present another. 

At $75 it's expensive, but the tailwinds are so crazy good going forward. Not many days left til Santa comes down the chimney, but I would not be surprised if it hits $100 in the new year. In 2026 it will surpass $150 per share. I'm happily putting my cards on the table. And I will go on a deep dive after Christmas Day, kinda busy atm. Lots of stuff I need to update in my spreadsheet for RKLB. 

But, if you are a long term investor I would suggest you look at this stock, make up your own mind. i firmly believe that in ten years from now, this company will easily be in the top 20 market caps. There it is, see y'all in 10 years lol. Merry Christmas my fellow tigers