TimothyBarnes
07-29

$Rocket Lab USA, Inc.(RKLB)$  This has played out before. Back in April 2025, the stock dropped to around $16. People were saying Neutron would never fly and the company would never make money. Some sold, others doubled down. Months later, RKLB rerated to $150, and those who kept their focus on the long-term thesis were rewarded. Now it is around $60, but the company is arguably in a stronger position than it was at those highs — with the Iridium acquisition and a $266M Space Force contract now in the picture. Short-term price action can swing sentiment around, but the fundamentals are what drive the next chapter. I am still bullish.

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