$Rocket Lab USA, Inc.(RKLB)$ RKLB just saw its worst monthly selloff on record. But the operational execution during that same stretch was basically flawless. VICTUS HAZE mission completed, a $266M Space Force contract secured, 12 missile defense launches locked in, Launch Complex 4 in Alaska added, three more iQPS missions booked, entry into a $981M Space Force pool, and the $8B Iridium deal announced. Price action fell apart, but the underlying business fundamentals actually accelerated. The disconnect between the stock price and operational reality is what got me to open a fresh long position in RKLB.
$Rocket Lab USA, Inc.(RKLB)$ just added another mission to the board. The Alaska LC4 RSLP mission on HASTE looks interesting, and the undisclosed Mach TB location keeps the speculation going. Could be a different launch site, a mobile setup, or something we haven't seen yet. Either way, the launch cadence just keeps getting more interesting.
$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab seems to be doing great and landing more contracts than ever. The all-time high from a few months ago feels like it could end up looking cheap compared to what's coming in the near future.
$Rocket Lab USA, Inc.(RKLB)$ Getting wiped out is already rough, but watching the stock rip right after is even worse for those who got liquidated. Mocking someone who lost everything doesn't sit right, it could just as easily be you one day. Leverage can be dangerous. Commons is the way.
$Rocket Lab USA, Inc.(RKLB)$ The bounce looks like it's showing strength, enough to push past where we started. To me, it also hints at a broader floor forming, which could set the stage for a return to $150. Might happen sooner than some people dare to dream.
$Rocket Lab USA, Inc.(RKLB)$ I'm sitting on a lot of cash right now. If I see the 50s again — which honestly I never thought we'd see — I'm going to start dollar-cost averaging in aggressively.
$Rocket Lab USA, Inc.(RKLB)$ It's not a bad spot to hedge for the near term. Nice to finally see some green, but I still can't say I like the broader market dynamics we're stuck in right now.
$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab is entering a phase where manufacturing cadence matters just as much as launch success. Electron has moved beyond proving the technology and is becoming a repeatable commercial platform. Improving production flow, mission reliability, and operational consistency are what ultimately determine how many customers Rocket Lab can serve. The bigger opportunity is the ecosystem built around Electron — from spacecraft manufacturing to future Neutron missions and government contracts. If Rocket Lab continues improving execution, operational maturity could become a major long-term advantage.
$Rocket Lab USA, Inc.(RKLB)$ This stock should be in the 200s, where it actually belongs. Honestly, 300+ wouldn't surprise me at all. Still think you can pick it up cheap while that window's open.
$Redwire Corp.(RDW)$ NASA put out an updated ISS solicitation (July 24) looking for next-gen DNA/RNA sequencing systems on the station. To me, this matters a lot for Redwire for a few reasons. First, they're already the top commercial operator of ISS biotech payloads — PIL-BOX, the BFF 3D bio-printer, space greenhouses, all that. Second, this directly strengthens the in-space pharma R&D side for their partners like Eli Lilly and BMS, without needing to send samples back to Earth. And third, RDW looks like it's in the best position to win and integrate this payload. The bigger picture here is that Redwire isn't just a hardware parts supplier. They're building out the dominant space-biotech infrastructure, and this feels like a serious catal
Rocket Lab $Rocket Lab USA, Inc.(RKLB)$ has secured a $266 million contract from the U.S. Air Force. The deal covers 12 suborbital launches, with options for an additional six missions through 2028. It's another step forward for their expanding defense and space infrastructure business.
$Rocket Lab USA, Inc.(RKLB)$ Added to my position today at $66.50, bringing my average cost down to $71.60. The whole sector is under pressure right now, but I still think Rocket Lab's fundamentals are solid. The stock is currently down about 56% from its all-time high. If the weakness persists, I'll be keeping an eye out for chances to add more.
$Rocket Lab USA, Inc.(RKLB)$ is currently trading nearly 17% lower than its pre-Q1 earnings levels. After reaching highs above $140 in May, the current price around $66 seems disconnected from the company's underlying progress. Fundamentally, with record Q1 revenue of $200M, a $2.2B backlog, and over $2B in liquidity, the growth engine appears strong. A key catalyst is that we are closer than ever to the inaugural Neutron launch. Looking at the recent action, the stock has shown some stability near $66 in after-hours trading following the day's volatility. Technically, it looks like a consolidation phase as the market digests the sell-off from the June highs. With the next earnings call set for August 6, volatility may continue, but from my