To The Moon

$Rocket Lab USA, Inc.(RKLB)$  Volume has been heavy recently. The bears can't hold this down for long. Still up 15% today, and I'm not selling.

$Rocket Lab USA, Inc.(RKLB)$ Elon Musk is set to receive a science medal at the White House. Space X could get a boost from that, so maybe there's some follow-through for the broader space sector.

$Rocket Lab USA, Inc.(RKLB)$  Bears can't stop me. $77+ is coming. Book it.

$Rocket Lab USA, Inc.(RKLB)$  Doesn't look like today is a recovery day. Another round of news, and $AST SpaceMobile, Inc.(ASTS)$  is stuck under short pressure again. I added more and will wait it out.

$Rocket Lab USA, Inc.(RKLB)$  By 2027, Neutron should be the main medium-lift vehicle with Falcon retired. I think there's a good run ahead over the next few years.

$Rocket Lab USA, Inc.(RKLB)$  I don't need a crystal ball to see this one getting back over $78 this week. Maybe $80. $100 before too long. Just enjoying the ride.

$Rocket Lab USA, Inc.(RKLB)$ US Space Force and NASA will give contracts to RKLB and SPCX.

$Rocket Lab USA, Inc.(RKLB)$ 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 Falcon doesn't want to become outdated like Neutron already is.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. $Virgin Galactic(SPCE)$  $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$