TimothyBarnes
TimothyBarnes
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avatarTimothyBarnes
10-06 21:35
$Rocket Lab USA, Inc.(RKLB)$ US Space Force and NASA will give contracts to RKLB and SPCX.
avatarTimothyBarnes
10-05 19:44
$Rocket Lab USA, Inc.(RKLB)$ 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 Falcon doesn't want to become outdated like Neutron already is.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
avatarTimothyBarnes
10-05 06:57
$Rocket Lab USA, Inc.(RKLB)$ 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.
$Rocket Lab USA, Inc.(RKLB)$ 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.
$SpaceX(SPCX)$ Execution is what actually matters. Daily swings can drive options plays, but long-term holding is what builds real wealth. I picked up a sizable $Rocket Lab USA, Inc.(RKLB)$  position around $5.
Iridium $Iridium(IRDM)$  shareholders voted in favor of Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  acquiring their company. Rocket Lab had the money to purchase Iridium back on September 15th, and now this. With regulatory approval expected by 2027, it should be finalized. Rocket Lab already has government contracts, so that part looks more like a procedural step. It'll take time, but this was another big hurdle cleared.
$Rocket Lab USA, Inc.(RKLB)$ Not really concerned that this doesn't interest you, and I don't care whether it changes your view on RKLB. I was just sharing my own bullish take.
$Rocket Lab USA, Inc.(RKLB)$ There is just over an hour of regular market trading left before the Iridium Communications special stockholder vote on the Rocket Lab acquisition. The virtual meeting is scheduled for 8:30 a.m. Eastern. Should be interesting to see how this plays out.
$Rocket Lab USA, Inc.(RKLB)$ Moving my price target to $80. There has to be a day when we see a 10 percent move up or more. It has been 30 days since it last went over 10 percent.
$Rocket Lab USA, Inc.(RKLB)$ Chart looks like RKLB wants to breakout hard on the daily
$Rocket Lab USA, Inc.(RKLB)$ With follow-through now showing up, price has moved above the 50ma. If it can close over 72.57, then the 74ish area is the next level on my radar.
$Rocket Lab USA, Inc.(RKLB)$ $70 is a real battle, but it should be won soon. After that, 80, 90, 100, 150, and eventually 300. The bears may need to reconsider their strategy before long.
$Caris Life Sciences, Inc.(CAI)$ That was quite a run this week over at Caris. It would be nice to see one of their fancy Kevin Costner style commercials for $Luckin Coffee Inc.(LKNCY)$ , $Rocket Lab USA, Inc.(RKLB)$ , $Velo3D, Inc.(VELO)$ , and especially a touching holiday version for my struggling little ticker BURU.

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