To The Moon

$Rocket Lab USA, Inc.(RKLB)$ I still haven't gotten an answer on what is ready to launch now and doesn't have a provider. SpaceX sent up 60 Starlink satellites in 2019, and now there are over 11,000, all generating revenue while they build Starship and multiple launch pads. RKLB isn't capable of taking those missions up since they don't have the capacity, but Falcon did deliver the Jackal when FLY and RKLB couldn't. According to a recent Dragon 13 mission interview, Dragon will certify for future missions, and while it's widely understood that Falcon will retire at some point, there's no official date yet, just rumors. Falcon doesn't want to become outdated like Neutron already is. Then there's Spice, who reported an insider sale after hours

$Rocket Lab USA, Inc.(RKLB)$ The catalyst stack is getting loud. $234M in Q2 revenue, up 62%, a $2.36B backlog, 100+ Electron missions, a record 20-launch Synspective deal, a $397M Space Force award, more DoD wins, Iridium, and Neutron entering the critical stretch. Wall Street is paying attention: Citi at Buy with a $105 target, Raymond James at Outperform with $80, consensus around an $89 PT. More institutional buying happening at the market as well, ARK included. My take this week: if $76 breaks, then $80, and $85 to $90 comes into play fast. The setup is there. Now it is worth watching what happens when momentum meets catalysts.

Virgin Galactic is staffing the flight line, not the drawing board. Pilot, flight-test, quality, propulsion, and clinical ops roles just opened at Spaceport America. Both ships are side by side in Mesa. Delta-1 is powered up and next up for captive-carry tests, with Delta-2 right behind it. This looks like a company getting ready to fly. $Virgin Galactic(SPCE)$  $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$ 

$Rocket Lab USA, Inc.(RKLB)$  Buying into strength here. Once the 20/50 moving average crossover comes through, I think we head back to $150.00 and beyond. I have buy stops layered above, starting at $75.00 up to $85.00.

$CoreWeave, Inc.(CRWV)$ $Rocket Lab USA, Inc.(RKLB)$  could finally move today.

$Rocket Lab USA, Inc.(RKLB)$ There is a lot to be excited about as a Rocket Lab shareholder right now. We are seeing incredible, compounding momentum across the entire business. It isn't just about the accelerating launch cadence anymore; management is matching that operational speed on the commercial side by rapidly securing and executing a massive lineup of new and continuing contracts. Here is a breakdown of the 2026 contract portfolio.

$AST SpaceMobile, Inc.(ASTS)$ Rocket Lab is getting attention after disclosing that its Compensation Committee adopted a new Senior Management Change of Control Severance Policy on September 25, alongside a milestone SpaceX launch that is being viewed as a validating moment for the broader space sector. $Rocket Lab USA, Inc.(RKLB)$  $Planet Labs Pbc(PL)$  $SPDR S&P 500 ETF Trust(SPY)$ 

$Rocket Lab USA, Inc.(RKLB)$ Bears think they're scaring long-time holders. Average cost is 4.96 and never selling.

$Iridium(IRDM)$ It's stuck in this range and it's pretty frustrating. It needs RKLB to run before it can push up toward $52 where it belongs, at least until the buyout is completed.

$Rocket Lab USA, Inc.(RKLB)$ I'm really excited about this company. There's a lot of upside and growth potential here, and I could see an easy 50% gain over the next couple of months. I'm all in.