It's $Rocket Lab USA, Inc.(RKLB)$ launch day. The new HASTE suborbital hypersonic test “Curveball” is going up from LC-2 in Wallops, VA. Every time I watch these launches, I get that thrill, it never gets old.
Rode this from 40 to 135 last fall/winter, trimmed near the highs, then saw it drop back to 85. It's bouncing 6% off the MAs today. Key levels: the descending trendline from the February top is right above. The price needs to break and hold above it to confirm the next leg. Below $80? The structure breaks. Above $80? The long-term setup remains intact. My space watchlist still includes $Rocket Lab USA, Inc.(RKLB)$ and $Ouster Inc.(OUST)$ , so no rush. But $AST SpaceMobile, Inc.(ASTS)$ is the asymmetric gem: direct-to-phone satellite connectivity at scale. AT&T and Verizon are already on board. There's nothing else quite like it. Keeping an ey
Starting to feel quite different lately. Everyone's focused on SpaceX right now, but that's typically how sector rotations begin. Big money flows in through the biggest name first, then starts looking for everything connected to it. Once institutions really start digging into space: Launch demand is exploding. Defense contracts keep stacking up. Satellite infrastructure still feels early. That's when names like $Rocket Lab USA, Inc.(RKLB)$ suddenly get a lot more attention. Feels like Wall Street is slowly waking up to the idea that the space economy is becoming a real long-term trade, not just a story stock. Honestly, this sector's getting harder to ignore.
$Rocket Lab USA, Inc.(RKLB)$ Electron production is ramping up hard—the factory is busier than ever. The 100th Electron rocket just rolled off the line, marking a major milestone for Relativity Space. The momentum in production and delivery cadence could be a serious catalyst as they scale toward bigger launches. Keep an eye on this one for expansion plays in the commercial and defense space.
$Rocket Lab USA, Inc.(RKLB)$ We're getting really close to the second price target around $99. This target aligns with testing whether the previous all-time highs can act as support. Looking at the prior peak and the 50-day SMA, the support zone is roughly between $95 and $99.5. With MACD and RSI having fully turned over, I expect a brief overshoot above $99 before the price settles in the mid-$90s. It seems like a solid spot to start dollar-cost averaging into calls or shares ahead of a potential move later this summer. Just my thoughts, not financial advice.
The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company. Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%. Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data an