$Rocket Lab USA, Inc.(RKLB)$  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.

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