To The Moon

Shareholders approved the acquisition of RKLB. More than 81% of the shares attended the vote, and not a single question was raised. What remains is final approval from the FCC and other regulatory bodies. Deal completion is expected in mid-2027, after which $Iridium(IRDM)$  will delist from Nasdaq. Rocket Lab's CEO broke the space sector into 3 categories: rockets, which he estimated to be worth $10B-$20B; spacecraft, worth $20B-$30B; and applications and services, the layer Iridium's acquisition adds, which he described as the larger prize specifically since it is virtually invisible to the public. "Everybody interfaces with space every single day." He added that the merger creates a self-launching "tier-1 space power," bringing rockets, spa

$Rocket Lab USA, Inc.(RKLB)$ The space sector has been quiet for a while. If the macro backdrop holds up a bit longer, some rotation back into this area would be a welcome shift.

$Rocket Lab USA, Inc.(RKLB)$ Cathie Wood seems to spot opportunities well ahead of time. She has been adding shares heavily for months now. Feels like something significant could happen to the share value, so I'm staying patient and adding when I can.

$Rocket Lab USA, Inc.(RKLB)$ It goes up, it comes down, kind of like a rocket. Fortunately, it's reusable, so it'll go up again.

$Rocket Lab USA, Inc.(RKLB)$ The casino will be open 23 hours a day, Monday through Friday, starting December 6. That makes building core positions even more important for the long-term game. I already have several core positions, including MU, SNDK, TSLA, and AMD, just to name a few. But the space economy is by far the area I believe remains the most underappreciated. That's why I'll continue building a larger long-term core across $Intuitive Machines(LUNR)$ , $Firefly Aerospace Inc.(FLY)$ , and ASTS. The future is here, and the game is only getting bigger.

$Rocket Lab USA, Inc.(RKLB)$ I think buying IRDM as a long-term position makes sense. Short term it could still drift lower, but I can see it reaching the 20s by year-end.

$Rocket Lab USA, Inc.(RKLB)$ I get the sense this pause is tied to the upcoming Iridium vote. If it gets approved, RKLB could really take off.

$Rocket Lab USA, Inc.(RKLB)$ Has anyone seen the WSJ piece about launch service demand outstripping supply through 2030? Apparently SpaceX has stopped selling shared space on Falcon, and companies can't seem to book any more Falcon launches after 2028. I added some more RKLB today. From where I stand, this looks extremely bullish for RKLB.

$Rocket Lab USA, Inc.(RKLB)$  Just picked up another 1,000…here for the long haul.

$Rocket Lab USA, Inc.(RKLB)$ Just enjoy the 8% gain for the day. Stop worrying about day-to-day price targets. The company has never been stronger, even when it was at $150. Know what you own.