$Rocket Lab USA, Inc.(RKLB)$ R

$Rocket Lab USA, Inc.(RKLB)$ RKLB is one of the few names actually trying to build a full-stack space platform — rockets, satellites, components, spectrum assets, and recurring space services.

What stands out to me is the setup: record revenue growth for five consecutive quarters, a $2.2B backlog, the Neutron rocket debut expected in Q4, and expanding recurring revenue opportunities through space infrastructure.

The way I see it, the rocket itself isn't the prize. The platform is. Long term, the winners in space may not be the companies launching the most rockets. They may be the ones controlling the infrastructure layer the entire industry depends on. The next decade of space is just getting started.

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