To The Moon

Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  just secured a $266 million U.S. Air Force contract for 12 suborbital launches, with options for 6 more missions. The launches are set to take place from Alaska and are expected to be completed by December 2028. The contract includes $112 million in initial funding at the time of award. The stock is up around 6% after hours. The space infrastructure narrative seems to be gaining some traction.

$Rocket Lab USA, Inc.(RKLB)$ It would be something if we closed at $75. There's a chance we could get there early, with IRDM reporting before the open. I'm hoping the guidance is really strong.

$Rocket Lab USA, Inc.(RKLB)$  I added to my position at $65.99. I'm looking for a move to $68.99.

$Infleqtion(INFQ)$ I mentioned this for $Rocket Lab USA, Inc.(RKLB)$  back in 2024, and I'll say it again now: within the next year, I think it breaks $20 and we never see single digits again, excluding stock splits obviously. So far, that's held true for Rocket Lab, with $17 as the low since then. From where I stand, these current prices could feel like a distant memory by next summer.

$Rocket Lab USA, Inc.(RKLB)$ The $83 price target from a firm like Piper seems disconnected from reality. The space industry is not easy, and there are very few companies with a consistently successful launch program. SpaceX has its own satellite constellation to deploy. I highly doubt they would prioritize a competitor's needs over their own, especially at a discount. Rocket Lab has completed the majority of testing on Neutron's components. From a technical perspective, I believe they are on track for their Q4 2026 target, and I expect this to be confirmed in the upcoming earnings call. Then, consider the revenue difference between Neutron and Electron. The demand story is strong, with limited competition for government contracts and the nee

$Rocket Lab USA, Inc.(RKLB)$  Looking at the bull case for RKLB. The stock is at $67.62, down 55%, and it's testing the 200-day moving average after a sharp correction. The fundamentals still don't have what a lot of investors want to see—positive earnings, positive net income, and growing free cash flow. Even so, the 200-day MA is a major long-term support zone. If buyers step in to defend this level, the pullback could turn into a base-building phase instead of a trend reversal. The company continues expanding its launch cadence, space systems business, and Neutron program, which supports the long-term growth story. Markets tend to reward preparation more than reaction.

$Rocket Lab USA, Inc.(RKLB)$ It's been a tough sell-off, but that's the case for a lot of speculative stocks right now. This isn't the first time RKLB has dropped significantly, like that 55% crash from its highs, and it probably won't be the last. Historically, it has managed to recover from those dips and eventually set new all-time highs. I'm holding through this.

These are some positions I think could do well in the next major growth cycle. My current focus and long-term themes are: $NEBIUS(NBIS)$  for AI infrastructure expansion $IREN Ltd(IREN)$  for AI data center growth $Credo Technology Group Holding Ltd(CRDO)$  for high-speed connectivity in AI workloads $Rocket Lab USA, Inc.(RKLB)$  for space economy development $Palantir Technologies Inc.(PLTR)$  for enterprise AI adoption The biggest opportunities often come from holding strong companies across multiple market cycles. Compounding is powerful, but patience

$Rocket Lab USA, Inc.(RKLB)$  The MFI is rising even as the price falls, which looks like a bullish divergence to me. A proper green day feels overdue. I'm also seeing positive MACD divergence on the 4-hour chart.

$Rocket Lab USA, Inc.(RKLB)$ Not many people seem to grasp the significance of this acquisition. Eventually, the market will catch on, and you might find yourself wondering, "Why didn't I get more?"