To The Moon

Rocket Lab's next launch from LC-1 will be in a launch window from August 15th to September 4th. This is likely for the next iQPS mission "The Lightning God Defends". It also leaves plenty of room for more launches this month. $Rocket Lab USA, Inc.(RKLB)$ 

Stocks tend to frustrate you first and shake out weak hands before they become multibaggers. Holding $Ouster Inc.(OUST)$  at $8, $Rocket Lab USA, Inc.(RKLB)$  at $4 for months while it dipped to $3.5, and $Navitas Semiconductor Corp(NVTS)$  at $4 was painful every single time. Now $EVgo Inc​.(EVGO)$  is doing the same thing. We will trim $EVgo Inc​.(EVGO)$  at $10 when others start noticing and accumulating.

$Rocket Lab USA, Inc.(RKLB)$  Needs more AI deals. Launch is becoming a commodity real quick, especially after Starship.

$Rocket Lab USA, Inc.(RKLB)$ This thing is looking promising and primed for a rip. Bears are out in full force, but there's just no traction either way right now.

$Rocket Lab USA, Inc.(RKLB)$ Shrugging off the earnings miss and the bad news. Now green on the day.

$Rocket Lab USA, Inc.(RKLB)$  I've said it before and I'll say it again: don't bet against Pete and his team.

$Rocket Lab USA, Inc.(RKLB)$  Looks like a solid report. Bears were counting on 65, now they're in a tough spot. We all know what's coming next.

Two space names reporting tonight: $AST SpaceMobile, Inc.(ASTS)$  and RKLB. $AST SpaceMobile, Inc.(ASTS)$  — Revenue seen around $35M, which is huge percentage growth off a small base, with adjusted loss around $0.32 per share. The real focus is whether the launch bottleneck since the Bluebird 7 failure in May has been resolved. Losses and opex have been climbing fast. The Street's split on this one, with an average target implying roughly 24% upside. $Rocket Lab USA, Inc.(RKLB)$  — Revenue seen around $232M, roughly 60% year-over-year, with a loss of about $0.06 per share, right at the guidance midpoint. Watching for Space Systems profitability, w

$Rocket Lab USA, Inc.(RKLB)$ ASTS just had one of its worst months ever. But the business itself kept stacking wins. Contracts, missions, new launch capacity, and the $Iridium(IRDM)$  deal all moved forward. The stock got crushed. The execution didn't. That's exactly why I started building a position.

$Rocket Lab USA, Inc.(RKLB)$ The market seems to have priced in a higher chance of a rate hike now. A lot of money has been rotating out of speculative names. If a hike doesn't actually happen, these high-beta stocks could fly right back up.