$Tesla(TSLA.US) bought at the open. Also picked up $Rocket Lab(RKLB.US). The current level feels comfortable. Aiming to hold long-term.
Share your thoughtsWhat's on your mind?
0 / 2,000
- S
It's been fun to read these US Gov fact sheets (few a week) recently.
Earlier this week was "Golden Age of Space Transportation", with $SpaceX(SPCX.US) hard carrying the launch sector like Faker. And $Rocket Lab(RKLB.US) + other rocket companies as beneficiaries of the 1K launch/reentry goal by 2030. This month we also had:- Drone component tariffs - American Mining / Critical Mineral deals- Polysilicon supply chains tariffsand a lot more... So helpful to see what sectors US policy is focusing on. - B
$Rocket Lab(RKLB.US)@周树人的交易员 is swapping XtalPi for 'Little Rocket'. Is now a good time? What's your gut feeling?
- C
$Curtiss Wright(CW.US)
Context: The main reason I am holding tight is the current sector rotation and capital flow. Despite recent market volatility, CW has shown massive relative strength near its key support levels. As long as the fundamentals remain intact and technical supports hold, I view this consolidation as healthy accumulation.
My trade: My average entry cost sits at 627. I am taking absolutely no action today. Looking at the chart, the price is stuck in a chop zone. Adding here ruins my cost basis, and taking profits means missing out on the potential breakout. My framework is simple. I respect my stop loss and let the winners ride as long as the thesis plays out.
Takeaway: Consolidation phases test your psychology. Chopping around usually leads to overtrading and getting shaken out. My next move is to wait for a high volume breakout before considering adding to my position.
Trade Showcase: Trade, Show & Earn Rewards! - B
$Rocket Lab(RKLB.US)$XTALPI(02228.HK) tough break for both. Hurts like hell, really hurts.
- H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Kratos Defense & Security(KTOS.US) Kratos’ Orbit Secures Multi-Million-Dollar Orders for GAIA Satellite Antenna Systems
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗞𝗿𝗮𝘁𝗼𝘀’ 𝗢𝗿𝗯𝗶𝘁 receives multi-million-dollar orders from multiple international customers.➤ Orders cover 𝗚𝗔𝗜𝗔 𝟭𝟬𝟬 Tri-Band 𝟱.𝟱-meter and 𝟲.𝟭-meter antennas.➤ Systems support 𝗘𝗮𝗿𝘁𝗵 𝗢𝗯𝘀𝗲𝗿𝘃𝗮𝘁𝗶𝗼𝗻, New Space, and satellite communications.➤ Orbit unveiled its new 𝗚𝗔𝗜𝗔 𝟭𝟬𝟬 𝗧𝗿𝗶-𝗕𝗮𝗻𝗱 𝟲.𝟭 system.➤ New antenna delivers higher gain and enhanced 𝗞𝗮-𝗯𝗮𝗻𝗱 tracking performance.➤ 𝗔𝘂𝘁𝗼 𝗧𝗿𝗮𝗰𝗸 technology enables precise satellite alignment during communications.➤ Integrated 𝗥𝗮𝗱𝗼𝗺𝗲 architecture targets higher availability and lower lifecycle costs.➤ GAIA supports 𝗟𝗘𝗢, 𝗠𝗘𝗢 and 𝗚𝗘𝗢 satellite missions.➤ Kratos acquired 𝗢𝗿𝗯𝗶𝘁 in 𝗠𝗮𝗿𝗰𝗵 𝟮𝟬𝟮𝟲, expanding its SATCOM portfolio.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Orders signal continued international demand for advanced 𝗴𝗿𝗼𝘂𝗻𝗱 𝘀𝘁𝗮𝘁𝗶𝗼𝗻 infrastructure.➤ Strengthens 𝗞𝗿𝗮𝘁𝗼𝘀’ exposure to growing defense and space communications markets.➤ Enhanced 𝗞𝗮-𝗯𝗮𝗻𝗱 capabilities address higher frequencies and rising satellite data volumes.➤ Orbit expands Kratos’ ability to offer integrated 𝗲𝗻𝗱-𝘁𝗼-𝗲𝗻𝗱 communications solutions.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗗𝗮𝗻𝗶𝗲𝗹 𝗘𝘀𝗵𝗰𝗵𝗮𝗿, General Manager of Orbit Communications Systems:"The market is placing increasing emphasis on ground station performance, particularly as satellite operators move toward higher-frequency communications and larger data volumes," said Daniel Eshchar, General Manager of Orbit Communications Systems. "The GAIA 100 Tri-Band 6.1 was developed to address these evolving requirements by combining enhanced antenna performance, highly accurate Ka-band tracking and a robust, low-maintenance architecture within a single platform." - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Intuitive Machines(LUNR.US) Intuitive Machines Selected by NASA JPL for 2028 EAGLE-VSWIR Earth Science Mission
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗡𝗔𝗦𝗔 𝗝𝗣𝗟 selects 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 for the EAGLE-VSWIR mission.➤ Mission will use Intuitive Machines' 𝗜𝗠 𝟯𝟬𝟬™ spacecraft platform.➤ 𝗘𝗔𝗚𝗟𝗘-𝗩𝗦𝗪𝗜𝗥 is targeted for launch in 𝟮𝟬𝟮𝟴.➤ Hyperspectral 𝗩𝗦𝗪𝗜𝗥 instrument will study Earth's surface biology and geology.➤ Mission technologies could support future 𝗹𝘂𝗻𝗮𝗿 and 𝗠𝗮𝗿𝘀 exploration.➤ Intuitive Machines will handle spacecraft and 𝘀𝘆𝘀𝘁𝗲𝗺-𝗹𝗲𝘃𝗲𝗹 integration.➤ Company will manage 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 𝗼𝗽𝗲𝗿𝗮𝘁𝗶𝗼𝗻𝘀 and ground-segment responsibilities.➤ EAGLE-VSWIR becomes Intuitive Machines' 𝘀𝗲𝗰𝗼𝗻𝗱 NASA low-Earth-orbit science mission.➤ Company is also supporting NASA's 𝗘𝗗𝗚𝗘 mission with its IM 500 platform.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗜𝗻𝘁𝘂𝗶𝘁𝗶𝘃𝗲 𝗠𝗮𝗰𝗵𝗶𝗻𝗲𝘀 beyond lunar missions into Earth science.➤ Strengthens the company's relationship with 𝗡𝗔𝗦𝗔 across multiple science programs.➤ Demonstrates broader demand for its standardized 𝘀𝗽𝗮𝗰𝗲𝗰𝗿𝗮𝗳𝘁 𝗽𝗹𝗮𝘁𝗳𝗼𝗿𝗺𝘀.➤ Could expand opportunities across 𝗰𝗶𝘃𝗶𝗹, 𝗱𝗲𝗳𝗲𝗻𝘀𝗲, and commercial space markets.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗔𝗻𝗮𝗻𝗱 𝗠𝗮𝗵𝗲𝗻𝗱𝗿𝗮, Chief Growth Officer, Intuitive Machines:"NASA's science missions are being asked to deliver faster and inside tighter cost caps, and that is exactly the problem our platforms solve," said Anand Mahendra, Chief Growth Officer, Intuitive Machines. "Our Build, Connect, Operate model puts spacecraft manufacturing at scale behind Intuitive Machines' mission systems and integration expertise. Earth science is a natural extension of the same capability we bring to our commercial, civil, and national security customers." - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Kratos Defense & Security(KTOS.US) Kratos Valkyrie Demonstrates Electronic Warfare and Beyond-Line-of-Sight Control
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗞𝗿𝗮𝘁𝗼𝘀 𝗩𝗮𝗹𝗸𝘆𝗿𝗶𝗲 successfully demonstrated advanced electronic warfare capabilities.➤ Aircraft demonstrated 𝗯𝗲𝘆𝗼𝗻𝗱-𝗹𝗶𝗻𝗲-𝗼𝗳-𝘀𝗶𝗴𝗵𝘁 command and control.➤ Valkyrie launched using a 𝘇𝗲𝗿𝗼-𝗹𝗲𝗻𝗴𝘁𝗵 launcher without runway infrastructure.➤ A 𝗨𝗦𝗠𝗖 operator controlled the aircraft through Autonodyne's interface.➤ Valkyrie operated alongside multiple 𝗙-𝟯𝟱𝘀 and an 𝗙/𝗔-𝟭𝟴.➤ Aircraft completed electronic warfare objectives and returned 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀𝗹𝘆.➤ Kratos expects over 𝟭𝟱𝟬 Group 5 unmanned jets produced in 𝟮𝟬𝟮𝟲.➤ Valkyrie production is scaling toward approximately 𝟰𝟬 aircraft annually.➤ First 𝗠𝗔𝗧𝗘 contract Missionized Valkyrie targets completion in summer 𝟮𝟬𝟮𝟲.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Demonstration advances Valkyrie's role in 𝗰𝗼𝗹𝗹𝗮𝗯𝗼𝗿𝗮𝘁𝗶𝘃𝗲 𝗰𝗼𝗺𝗯𝗮𝘁 aircraft missions.➤ Successful BLOS control supports more distributed 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 operations.➤ Electronic warfare integration broadens Valkyrie's potential 𝗺𝗶𝘀𝘀𝗶𝗼𝗻 capabilities.➤ Rising production could strengthen Kratos' position in 𝘂𝗻𝗺𝗮𝗻𝗻𝗲𝗱 𝗱𝗲𝗳𝗲𝗻𝘀𝗲 systems.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝘁𝗲𝘃𝗲 𝗙𝗲𝗻𝗱𝗹𝗲𝘆, President of Kratos Unmanned Systems Division:"the fourth new mission system configuration flown on USMC Valkyrie platforms in less than three years." - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Viasat Selects Rocket Lab to Build Anti-Jam Satellite for U.S. Space Force - $ViaSat(VSAT.US) $Rocket Lab(RKLB.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗩𝗶𝗮𝘀𝗮𝘁 selects 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 for the Space Force 𝗣𝗧𝗦-𝗚 program.➤ Rocket Lab will build a maneuverable 𝗺𝗶𝗻𝗶-𝗚𝗘𝗢 satellite bus.➤ Satellite will use Rocket Lab's 𝗟𝗶𝗴𝗵𝘁𝗻𝗶𝗻𝗴-𝗚𝗘𝗢 spacecraft platform.➤ Viasat will provide a dual-band 𝗫/𝗞𝗮-𝗯𝗮𝗻𝗱 communications payload.➤ System targets secure, resilient, 𝗮𝗻𝘁𝗶-𝗷𝗮𝗺 communications in contested environments.➤ 𝗦𝘄𝗮𝗿𝗺 𝟭 covers manufacturing, integration, testing, launch, and on-orbit checkout.➤ Viasat received its prime 𝗦𝗽𝗮𝗰𝗲 𝗙𝗼𝗿𝗰𝗲 contract on May 22.➤ Award includes 𝗳𝗶𝘃𝗲 𝘆𝗲𝗮𝗿𝘀 of satellite operations and sustainment services.➤ PTS-G supports the Space Force's shift toward 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝘁 commercial-based architectures.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯's role in U.S. national security space programs.➤ Adds another production opportunity for Rocket Lab's vertically integrated spacecraft business.➤ Strengthens 𝗩𝗶𝗮𝘀𝗮𝘁's position in protected military satellite communications.➤ Supports resilient U.S. communications where conventional links face 𝗷𝗮𝗺𝗺𝗶𝗻𝗴 threats.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗖𝗿𝗮𝗶𝗴 𝗠𝗶𝗹𝗹𝗲𝗿, President, Viasat Government:“This production award represents an important step forward in delivering the next generation of protected satellite communications capabilities for the U.S. Space Force. By combining Viasat's cutting-edge communications payload technology with Rocket Lab's proven spacecraft platform, we are advancing a more agile and resilient GEO architecture designed to support mission-critical communications hot spots in contested environments. We are excited to showcase how low cost, high performance dual-use technology can provide reliable connectivity for evolving missions in an increasingly contested tactical communications environment.”𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Rocket Lab Founder and CEO:“Moving from design into production marks an important milestone for this program and for Rocket Lab's growing role in national security space. By pairing our vertically integrated spacecraft with Viasat's protected communications payload, we're delivering resilient, space-based communications infrastructure that keeps our forces connected and secure in contested environments.” - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: Kratos, GE Aerospace Win U.S. Air Force JASSM Engine Development Contract - $Kratos Defense & Security(KTOS.US) $GE Aerospace(GE.US)
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗚𝗘𝗞𝟴𝟬𝟬 selected as second-source propulsion system for 𝗝𝗔𝗦𝗦𝗠.➤ U.S. military designated the GEK800 as 𝗙𝟭𝟰𝟯-𝗭𝗭-𝟭𝟬𝟬.➤ 𝗨.𝗦. 𝗔𝗶𝗿 𝗙𝗼𝗿𝗰𝗲 awarded an Engineering, Manufacturing and Development contract.➤ 𝗙𝟭𝟰𝟯 is an 𝟴𝟬𝟬-𝗹𝗯 thrust turbofan engine.➤ Engine targets missiles, collaborative combat aircraft, and 𝘂𝗻𝗰𝗿𝗲𝘄𝗲𝗱 platforms.➤ Program emphasizes 𝗹𝗼𝘄-𝗰𝗼𝘀𝘁, high-performance engines manufacturable at scale.➤ 𝗞𝗿𝗮𝘁𝗼𝘀 and 𝗚𝗘 𝗔𝗲𝗿𝗼𝘀𝗽𝗮𝗰𝗲 began joint development in 𝟮𝟬𝟮𝟯.➤ Development program has completed more than 𝟱𝟬 engine starts.➤ Engine successfully completed altitude testing at 𝗣𝘂𝗿𝗱𝘂𝗲 in 𝟮𝟬𝟮𝟱.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Second sourcing could strengthen 𝗝𝗔𝗦𝗦𝗠 propulsion supply-chain resilience.➤ EMD selection advances the engine toward potential 𝗹𝗮𝗿𝗴𝗲-𝘀𝗰𝗮𝗹𝗲 production.➤ Supports U.S. efforts to expand domestic 𝗺𝗶𝘀𝘀𝗶𝗹𝗲 manufacturing capacity.➤ Creates broader opportunities across missiles and 𝗮𝘂𝘁𝗼𝗻𝗼𝗺𝗼𝘂𝘀 aircraft platforms.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗔𝗺𝘆 𝗚𝗼𝘄𝗱𝗲𝗿, President and CEO of GE Aerospace Defense & Systems:“The F143-ZZ-100 designation and EMD award are a testament to the strong performance and capability of the GEK800 engine and the strength of our partnership with Kratos. This reflects years of disciplined engineering to deliver propulsion systems that meet the evolving, mission-critical requirements of our military customers,”𝗘𝗿𝗶𝗰 𝗗𝗲𝗠𝗮𝗿𝗰𝗼, President and CEO of Kratos:“Kratos has been working with our outstanding partner GE Aerospace and the United States Air Force to support the Department of War in reindustrializing U.S. manufacturing capacity and capability in the area of low cost, rapidly manufacturable, in large quantities, jet engines for drones, cruise missiles and other systems. Kratos and GE Aerospace are making significant investments with our government partners, to support U.S. National Security priorities,” - M
Breaking: David Tepper just filed his Q2 2026 13F
Here's everything you need to know about his recent 13FTop 10 positions:• Amazon $Amazon(AMZN.US) (15.4%)• Micron Technology $Micron Tech(MU.US) (14.6%)• Taiwan Semiconductor $Taiwan Semiconductor(TSM.US) (10.2%)• Alphabet $Alphabet - C(GOOG.US) (8.5%)• Uber $Uber Tech(UBER.US) (7.2%)• iShares MSCI South Korea ETF $EWY (6.3%)• Meta Platforms $Meta Platforms(META.US) (4.9%)• Vistra $Vistra(VST.US) (4.5%)• Nvidia $NVIDIA(NVDA.US) (3.9%)• NRG Energy $NRG Energy(NRG.US) (3.3%)New positions:• $American Airlines(AAL.US)• $Boeing(BA.US)• $Goodyear Tire & Rubber(GT.US)• $Apple(AAPL.US) [Put]• $Coreweave(CRWV.US)• $BRK.B [Put]• $Broadcom(AVGO.US)• SpaceX (private)Full exits:• $Sandisk(SNDK.US)• $Corning(GLW.US)• $RTX(RTX.US)• $PDD(PDD.US)• $L3Harris Tech(LHX.US)• $Microsoft(MSFT.US)• $Unitedhealth(UNH.US)• $Boeing(BA.US)LL• $LYFT(LYFT.US)• $JD.com(JD.US)• $Deutsche Bank AG(DB.US)• $KWEBSummary: Tepper grew Appaloosa's book 30% to $7.73B this quarter, doubling down on his AI trio (Amazon, Micron, TSM) now nearly 40% of the portfolio. While adding a defense and industrials basket (Boeing, American Airlines, Goodyear) and a bearish Apple put alongside a full rotation out of Corning, RTX and UnitedHealth - M
Decent day today but a lot of AI names gave up their gains when the $Workday(WDAY.US) news broke out possibly leading to L/S funds having to cover software shorts vs their semi longs.
Top gainers: $Sandisk(SNDK.US) $SPY $QQQ $Archer Aviation(ACHR.US) $Red Violet(RDVT.US) $CloudFlare(NET.US) $Backblaze(BLZE.US) $First Advantage(FA.US) - B
$XTALPI(02228.HK)$Rocket Lab(RKLB.US)$Hang Seng Index(00HSI.HK) are all rising. Is the US market going crazy again?
- F
Featured$SIA(C6L.SG)
I was reading an article from Mothership about Singapore Airlines recording nearly S$945 million in share of losses from its Air India investment in less than two years after taking a 25% stake in November 2024.
It prompted me to look back at SIA’s long history of overseas airline investments. 🤔
SIA is world‑famous for its five‑star service however its has track record of investing in foreign carriers which tells a much tougher story: a string of write‑offs, dilution and total wipeouts.
On paper, buying minority stakes in other airlines looked like a smart way to gain market access without the full cost of outright ownership.
In practice, it turned into a costly lesson in value destruction. Across four major deals over two decades, the pattern was remarkably consistent:
* 🇬🇧 Virgin Atlantic: Bought 49% for £600 million (~US$963M) in 1999; sold to Delta in 2012 for just US$360 million. Loss: ~S$1.1–1.2 billion (cash loss after write-downs).
* 🇳🇿 Air New Zealand: Bought a 25% stake for NZ426 million (~S$360–370M) in 2000, which was heavily diluted following the 2001 collapse of Ansett Australia. Exited in 2004 for NZ61.7M (~S70.5M). Loss: ~S$360–370 million.
* 🇦🇺 Virgin Australia: Built up a ~20% stake (totaling over A850M), which was wiped down to zero when the airline entered administration in 2020. **Loss: ~S500 million**.
* 🇹🇭 NokScoot: The 49% joint venture was liquidated in 2020, wiping out ~S$40M+ in initial equity and triggering a S$123.6 million one‑off impairment charge.
Add up those past four deals alone: ~S$2.4billion invested and ~S$1.9 billion+ lost 💸.
And now, the Air India merger has added another ~S$945 million share of losses in FY2025/26.
The key lesson: SIA succeeds when it maintains operational control ,think Scoot or SIA Engineering. It tends to struggle when it holds passive minority stakes.
So the big question: will Air India finally break this long‑standing pattern?
Not financial advice. Do your own DD.
- 只
$SIA(C6L.SG)reported a S$76 million net loss for the quarter ended 30 June 2026, compared with a S$186 million profit a year earlier. This was the first quarterly loss since the COVID period.The surprising part is that revenue was actually very strong at S$5.71 billion, +19.3% YoY.So the problem was not a lack of demand.Net fuel costs jumped 78.5% to S$2.25 billion, largely because of the surge in jet-fuel prices following the Middle East conflict.
As a result, operating profit plunged 73.8% to S$106 million, despite record revenue.
This is probably the most important issue for investors right now: SIA is generating strong revenue, but higher fuel costs are absorbing a large portion of the additional revenue.SIA's 25.1% stake in Air India remains another concern.
The airline recorded a S$42 million larger share of losses from Air India in the latest quarter. There are also growing concerns that Air India may require additional capital as it goes through its turnaround.
This has become an increasingly important part of the SIA investment story because shareholders are now looking not only at SIA's airline operations, but also at the amount of capital and earnings drag coming from Air India.For a long-term investor, I'd therefore view the current situation as higher risk but potentially interesting if fuel prices normalise. The key question is whether the current fuel-cost shock is temporary or becomes a prolonged drag on earnings.
Trade Showcase: Trade, Show & Earn Rewards! - A
$Carpenter Tech(CRS.US)
CRS experienced a notable selloff today as the market digests recent leadership changes and pauses after a massive run. Retail traders tend to sell the moment momentum slows. I’m simply watching the volatility without feeling the need to react.
The bigger picture remains the same. Specialty metal supply is tight, while aerospace engine makers are ramping production and competing for limited raw material capacity. That supply gap creates pricing power and stronger margins for the few capable suppliers.
Heavy industrial capacity takes time and capital to build. I’m focused on the widening gap between raw material supply and aerospace demand. My strategy is simple, own the bottleneck and let the supply shortage work in my favor.
@Captain's Treasure
- H
$Rocket Lab(RKLB.US) | KeyBanc 𝗿𝗲𝗶𝘁𝗲𝗿𝗮𝘁𝗲𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, maintains PT at $𝟭𝟯𝟱, 'Iridium Sparks the Next Growth Phase'
Analyst sees accelerating Space Systems momentum and long-term upside, despite higher near- to medium-term Neutron costs. - H
$Rocket Lab(RKLB.US) | Cantor Fitzgerald 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗢𝘃𝗲𝗿𝘄𝗲𝗶𝗴𝗵𝘁 on 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗨𝗦𝗔, 𝗿𝗮𝗶𝘀𝗲𝘀 PT to $𝟭𝟮𝟮 from $𝟵𝟲
- H
$Aerovironment(AVAV.US) | Clear Street 𝗺𝗮𝗶𝗻𝘁𝗮𝗶𝗻𝘀 𝗕𝘂𝘆 on 𝗔𝗲𝗿𝗼𝗩𝗶𝗿𝗼𝗻𝗺𝗲𝗻𝘁, maintains PT at $𝟮𝟰𝟳
- D
RKLB: Neutron may be delayed; can it challenge SpaceX?
Neutron is key to elevating RKLB from a small-lift launch provider to a SpaceX challenger
+5
Rocket LabFinancial Analysis