$Rocket Lab USA, Inc.(RKLB)$  Looks like a solid report. Bears were counting on 65, now they're in a tough spot. We all know what's coming next.

Two space names reporting tonight: $AST SpaceMobile, Inc.(ASTS)$  and RKLB. $AST SpaceMobile, Inc.(ASTS)$  — Revenue seen around $35M, which is huge percentage growth off a small base, with adjusted loss around $0.32 per share. The real focus is whether the launch bottleneck since the Bluebird 7 failure in May has been resolved. Losses and opex have been climbing fast. The Street's split on this one, with an average target implying roughly 24% upside. $Rocket Lab USA, Inc.(RKLB)$  — Revenue seen around $232M, roughly 60% year-over-year, with a loss of about $0.06 per share, right at the guidance midpoint. Watching for Space Systems profitability, w

$Rocket Lab USA, Inc.(RKLB)$ ASTS just had one of its worst months ever. But the business itself kept stacking wins. Contracts, missions, new launch capacity, and the $Iridium(IRDM)$  deal all moved forward. The stock got crushed. The execution didn't. That's exactly why I started building a position.

$Rocket Lab USA, Inc.(RKLB)$ The market seems to have priced in a higher chance of a rate hike now. A lot of money has been rotating out of speculative names. If a hike doesn't actually happen, these high-beta stocks could fly right back up.

$Rocket Lab USA, Inc.(RKLB)$  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.

$Rocket Lab USA, Inc.(RKLB)$  is down 60% from its all-time high. Shares have been coiling heavily intraday through the $60.05 to $64.95 demand range. Shorts are still leaning hard into macro volatility, but it looks like smart money is quietly absorbing liquidity off key support. High short interest combined with solid demand suggests there's a massive short squeeze risk building up here. Sharing some charts and notes I've been tracking.

$Rocket Lab USA, Inc.(RKLB)$ The morning gap has been filled. A lot of this just looks like algorithmic noise. I'm watching to see if it can hold above $67 by the close.

$Rocket Lab USA, Inc.(RKLB)$  I picked up $70 calls expiring soon. If the market stays green, they should pay off.

Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  just secured a $266 million U.S. Air Force contract for 12 suborbital launches, with options for 6 more missions. The launches are set to take place from Alaska and are expected to be completed by December 2028. The contract includes $112 million in initial funding at the time of award. The stock is up around 6% after hours. The space infrastructure narrative seems to be gaining some traction.

$Rocket Lab USA, Inc.(RKLB)$ It would be something if we closed at $75. There's a chance we could get there early, with IRDM reporting before the open. I'm hoping the guidance is really strong.

$Rocket Lab USA, Inc.(RKLB)$  I added to my position at $65.99. I'm looking for a move to $68.99.

$Infleqtion(INFQ)$ I mentioned this for $Rocket Lab USA, Inc.(RKLB)$  back in 2024, and I'll say it again now: within the next year, I think it breaks $20 and we never see single digits again, excluding stock splits obviously. So far, that's held true for Rocket Lab, with $17 as the low since then. From where I stand, these current prices could feel like a distant memory by next summer.

$Rocket Lab USA, Inc.(RKLB)$ The $83 price target from a firm like Piper seems disconnected from reality. The space industry is not easy, and there are very few companies with a consistently successful launch program. SpaceX has its own satellite constellation to deploy. I highly doubt they would prioritize a competitor's needs over their own, especially at a discount. Rocket Lab has completed the majority of testing on Neutron's components. From a technical perspective, I believe they are on track for their Q4 2026 target, and I expect this to be confirmed in the upcoming earnings call. Then, consider the revenue difference between Neutron and Electron. The demand story is strong, with limited competition for government contracts and the nee

$Rocket Lab USA, Inc.(RKLB)$  Looking at the bull case for RKLB. The stock is at $67.62, down 55%, and it's testing the 200-day moving average after a sharp correction. The fundamentals still don't have what a lot of investors want to see—positive earnings, positive net income, and growing free cash flow. Even so, the 200-day MA is a major long-term support zone. If buyers step in to defend this level, the pullback could turn into a base-building phase instead of a trend reversal. The company continues expanding its launch cadence, space systems business, and Neutron program, which supports the long-term growth story. Markets tend to reward preparation more than reaction.

$Rocket Lab USA, Inc.(RKLB)$ It's been a tough sell-off, but that's the case for a lot of speculative stocks right now. This isn't the first time RKLB has dropped significantly, like that 55% crash from its highs, and it probably won't be the last. Historically, it has managed to recover from those dips and eventually set new all-time highs. I'm holding through this.

These are some positions I think could do well in the next major growth cycle. My current focus and long-term themes are: $NEBIUS(NBIS)$  for AI infrastructure expansion $IREN Ltd(IREN)$  for AI data center growth $Credo Technology Group Holding Ltd(CRDO)$  for high-speed connectivity in AI workloads $Rocket Lab USA, Inc.(RKLB)$  for space economy development $Palantir Technologies Inc.(PLTR)$  for enterprise AI adoption The biggest opportunities often come from holding strong companies across multiple market cycles. Compounding is powerful, but patience

$Rocket Lab USA, Inc.(RKLB)$  The MFI is rising even as the price falls, which looks like a bullish divergence to me. A proper green day feels overdue. I'm also seeing positive MACD divergence on the 4-hour chart.

$Rocket Lab USA, Inc.(RKLB)$ Not many people seem to grasp the significance of this acquisition. Eventually, the market will catch on, and you might find yourself wondering, "Why didn't I get more?"

$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ I'm expecting the run to start any day now.

$Rocket Lab USA, Inc.(RKLB)$ Beck is playing 3D chess. It will be interesting to see a RKLB logo on all these products eventually.