$Rocket Lab USA, Inc.(RKLB)$ RKLB just saw its worst monthly selloff on record. But the operational execution during that same stretch was basically flawless. VICTUS HAZE mission completed, a $266M Space Force contract secured, 12 missile defense launches locked in, Launch Complex 4 in Alaska added, three more iQPS missions booked, entry into a $981M Space Force pool, and the $8B Iridium deal announced. Price action fell apart, but the underlying business fundamentals actually accelerated. The disconnect between the stock price and operational reality is what got me to open a fresh long position in RKLB.
$Rocket Lab USA, Inc.(RKLB)$ just added another mission to the board. The Alaska LC4 RSLP mission on HASTE looks interesting, and the undisclosed Mach TB location keeps the speculation going. Could be a different launch site, a mobile setup, or something we haven't seen yet. Either way, the launch cadence just keeps getting more interesting.
$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab seems to be doing great and landing more contracts than ever. The all-time high from a few months ago feels like it could end up looking cheap compared to what's coming in the near future.
$Rocket Lab USA, Inc.(RKLB)$ Getting wiped out is already rough, but watching the stock rip right after is even worse for those who got liquidated. Mocking someone who lost everything doesn't sit right, it could just as easily be you one day. Leverage can be dangerous. Commons is the way.
$Rocket Lab USA, Inc.(RKLB)$ The bounce looks like it's showing strength, enough to push past where we started. To me, it also hints at a broader floor forming, which could set the stage for a return to $150. Might happen sooner than some people dare to dream.
$Rocket Lab USA, Inc.(RKLB)$ I'm sitting on a lot of cash right now. If I see the 50s again — which honestly I never thought we'd see — I'm going to start dollar-cost averaging in aggressively.
$Rocket Lab USA, Inc.(RKLB)$ It's not a bad spot to hedge for the near term. Nice to finally see some green, but I still can't say I like the broader market dynamics we're stuck in right now.