To The Moon

$Rocket Lab USA, Inc.(RKLB)$ Just got added to the NASDAQ-100, and that actually changes how the stock trades going forward. You're no longer just dealing with retail and discretionary flows. Index ETFs and mutual funds now have to buy it for rebalancing, which creates steady passive demand over time. NASDAQ-100 inclusion is basically a "top-tier validation" signal. Why I think this matters is simple: once a stock enters a major index like this, it starts to get supported by mechanical flows that don't care about short-term noise. From here, it's less about the headline and more about how those passive inflows show up over the next few rebalance cycles. Congrats to Rocket Lab.

Building wealth isn't about predicting every move; it's about consistently owning businesses where long-term expectations and current pricing are still misaligned. $Rocket Lab USA, Inc.(RKLB)$  is a $160 stock trading at $104. $AST SpaceMobile, Inc.(ASTS)$  is a $150 stock trading at $80. $Intuitive Machines(LUNR)$  is a $50 stock trading at $22. $Planet Labs Pbc(PL)$  is a $52 stock trading at $22. $NEBIUS(NBIS)$  is a $350 stock trading at $287. What matters isn't the exact target price; it's the directional imbalance between current pricing and long-dur

Tomorrow marks a major mechanical flow event as these four names join the Nasdaq-100 at the open. This isn't about sentiment anymore—it's about structure. The index tracks over $800B in AUM across more than 200 products, meaning passive funds are now forced buyers, regardless of price or market conditions. That creates a persistent, price-insensitive bid starting immediately as rebalancing flows kick in. Beyond the flows, inclusion acts as a credibility unlock: higher institutional visibility, expanded analyst coverage, and deeper liquidity over time. $NEBIUS(NBIS)$  / $CoreWeave, Inc.(CRWV)$  = AI infrastructure backbone $Astera Labs, Inc.(ALAB)$ 

Here are a few stocks to keep an eye on this week, along with some key structural catalysts. $NEBIUS(NBIS)$ , $Rocket Lab USA, Inc.(RKLB)$ , $CoreWeave, Inc.(CRWV)$ : These officially join the Nasdaq 100 on Monday, which should drive institutional inflows. Notably, $CoreWeave, Inc.(CRWV)$  (CoreWeave) has a $99.4B backlog and a signed $21B infrastructure deal with Meta. $Hims & Hers Health Inc.(HIMS)$ : This is backed by a $1.17M insider buy, with the late-July FDA peptide meeting serving as a potential major tailwind.

$Rocket Lab USA, Inc.(RKLB)$ Shares for the Nasdaq 100 have been acquired! There was about a $35M bump right at the close.

$Rezolve AI(RZLV)$ I was an investor in $Rocket Lab USA, Inc.(RKLB)$  long before it became everyone's favorite space stock. There was a lot of skepticism when it was trading in the low range for a long time, but the company kept executing, and we saw it take off. From a stock pattern perspective and where we are in the cycle, I see a lot of similarities with RZLV. Once it breaks out of this choppy range, I wouldn't be surprised to see a move similar to RKLB. Of course, the company needs to keep proving itself, executing, and delivering every quarter. But it's in the right sector, growth phase, and position for that to potentially happen. As the saying goes, "the longer the base, the bigger the

$Rocket Lab USA, Inc.(RKLB)$ Got added to the Nasdaq-100, yet the stock is actually trading lower than last month. I keep thinking about this one. If you liked it at $150, it's kind of hard to ignore it around $110 now. Nothing in the story really fell apart. If anything, it feels more validated: Index inclusion brings steady passive flows. The long-term narrative is still intact. Valuation has compressed while visibility improved. Feels like one of those names where sentiment lags reality for a bit. Not saying it has to move immediately… But the setup is definitely cleaner than the price suggests.

$Rocket Lab USA, Inc.(RKLB)$ $Defiance Daily Target 2X Long RKLB ETF(RKLX)$ Hedgies might not realize that no matter how much money they burn shorting this stock, it won't stop the Nasdaq 100 from being legally required to buy Rocket. They seem to have forgotten what happened during the last short squeeze.

$Rocket Lab USA, Inc.(RKLB)$ Anyone else adding today? I keep highlighting RKLB because it has multiple divisions, which is like holding a basket of successful space companies. $SpaceX(SPCX)$  also has many. Diversification is key to ensuring a company has a robust supply of services and parts.

$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab (RKLB) is seeing renewed investor interest after a KeyBanc upgrade that points to solid fundamentals and good growth prospects in the space sector. While there was a recent sell-off triggered by the SpaceX IPO news, analysts think the long-term outlook remains robust, with upside potential for the stock.