$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?
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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
$Rocket Lab(RKLB.US)@周树人的交易员 is swapping XtalPi for 'Little Rocket'. Is now a good time? What's your gut feeling?
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$Rocket Lab(RKLB.US)$XTALPI(02228.HK) tough break for both. Hurts like hell, really hurts.
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📢 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.” - B
$XTALPI(02228.HK)$Rocket Lab(RKLB.US)$Hang Seng Index(00HSI.HK) are all rising. Is the US market going crazy again?
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$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
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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 - D
Rocket Lab 2Q26 First Take: Overall, Rocket Lab delivered solid results this quarter. However, next-quarter guidance significantly missed on GPM and Adj. EBITDA, as follows:
① Total revenue reached $234 mn (+62% YoY). It beat market expectations.
Space Systems (revenue $189.5 mn, +94% YoY) was the primary growth engine. Growth was driven by the factors below.
a. Large constellation contracts such as SDA Tranche II/III entered peak delivery. Revenue recognized over time surged.
b. The consolidation of Mynaric and Motiv contributed, with Mynaric adding approx. $13.2 mn. It also helped close gaps in the laser comms supply chain.
Launch Services (revenue $44.6 mn, -4% YoY) saw softer reported growth. Launch count rose from five to six, but revenue recognition weighed on reported figures.
This quarter included two HASTE missions recognized via percentage-of-completion, with much of the revenue booked earlier, whereas last year’s pure Electron missions were recognized at launch. This diluted per-launch ASP from $9.3 mn to $7.4 mn.② GPM beat in the quarter, but structural pressure emerged. Overall GAAP GPM was 36.1%, down 200 bps QoQ but above the 34% expected.
The sequential decline was mainly due to a higher mix of lower-margin (~30%) satellite bus deliveries, while mature, high-margin payload components (some 70%+) contributed less. This mix shift weighed on margins.
Additionally, Mynaric, fresh out of restructuring, had lower initial integration margins. Revenue carryover from HASTE missions also dragged profitability.
③ Opex continued to expand to fund future acceleration. The company is investing ahead of growth.
R&D expenses were about $82 mn (+25% YoY). Neutron’s impending maiden flight drove intensive hot-fire tests of the Archimedes engine, fairing tests, and system integration, lifting engineering payroll and test costs.
SG&A was about $60 mn (+50% YoY). Multiple strategic M&A initiatives (Iridium, Mynaric, and Motiv) led to elevated one-off legal, due diligence, and advisory fees.
Supported by higher absolute revenue and GPM, OP and Adj. EBITDA still beat estimates. The quarterly profit metrics benefited from the revenue and margin base.
④ 3Q26 GPM guidance points sharply lower. Management signaled a downshift in near-term profitability.
3Q26 GAAP GPM guidance of 29%-31% is well below the 36% the market expected. SDA, newly signed GEO satellites, and the FlatSatellite program are entering peak deliveries and early ramp in Q3, bringing process learning costs.
A lighter mix of higher-margin launch further adds structural drag.With GPM guided well below expectations, Adj. EBITDA is projected at -$17 mn to -$23 mn. This is also below the -$12 mn the market expected.
⑤ Neutron maiden flight targeted for 4Q26, but delay risk remains. The timeline carries execution uncertainty.
For the Neutron program (benchmarked against SpaceX’s Falcon 9), the current baseline is to deliver the first-flight vehicle to the pad in 4Q26. The initial aim is to complete the maiden launch by end-2026.
Management also noted the year-end window is narrowing. New launch vehicle development entails complex technical uncertainties, and the maiden flight timing depends on subsequent Stage 1 qualification tests and other gates.
There is delay risk as the company deliberately balances first-flight schedule with rate-readiness. $Rocket Lab(RKLB.US) - B
$XTALPI(02228.HK) Little Jingjing, keep it up, $Rocket Lab(RKLB.US) Little Rocket has already started another round of hammering mode.
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RKLB (Trans): >$1bn in new bookings, Neutron window narrows
Q2 revenue hit a record high at $234 mn. Q2 and post-quarter bookings topped $1 bn.
However, the Neutron first-launch window is narrowing. Q3 GAAP GPM guidance is down to 29%–31%, and FCF is still expected to see sizable outflows. Meanwhile, the company is betting on a third growth curve in space applications, anchored by the planned Iridium acquisition expected to close by mid-2027.Rocket LabConference Minutes - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Secures Dedicated Neutron Launch Contract From Kepler Communications
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 selected for dedicated 𝗡𝗲𝘂𝘁𝗿𝗼𝗻 mission by Kepler Communications.➤ Mission is scheduled to launch no earlier than 𝟮𝟬𝟮𝟴.➤ Launch will originate from 𝗪𝗮𝗹𝗹𝗼𝗽𝘀 𝗜𝘀𝗹𝗮𝗻𝗱, Virginia.➤ Neutron will deploy multiple 𝗞𝗲𝗽𝗹𝗲𝗿 satellites into low Earth orbit.➤ Satellites add 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗻𝗻𝗲𝗰𝘁𝗶𝘃𝗶𝘁𝘆 and on-orbit computing capacity.➤ New capacity will support both 𝗰𝗼𝗺𝗺𝗲𝗿𝗰𝗶𝗮𝗹 and government missions.➤ Kepler previously deployed its first 𝟯𝟯 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲𝘀 through rideshare launches.➤ Contract represents Kepler's 𝗳𝗶𝗿𝘀𝘁 dedicated commercial launch mission.➤ Rocket Lab says Neutron's manifest approaches 𝗳𝘂𝗹𝗹 𝗰𝗮𝗽𝗮𝗰𝗶𝘁𝘆 through decade-end.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Adds another commercial customer to Rocket Lab's growing 𝗡𝗲𝘂𝘁𝗿𝗼𝗻 backlog.➤ Strengthens Neutron's position in the competitive 𝗺𝗲𝗱𝗶𝘂𝗺-𝗹𝗶𝗳𝘁 launch market.➤ Dedicated launches provide customers greater 𝘀𝗰𝗵𝗲𝗱𝘂𝗹𝗲 and orbital flexibility.➤ Near-full manifest signals strong commercial demand extending through the decade.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁𝘀:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“We’re proud to add Kepler to the growing list of organizations selecting Neutron to deliver their missions to orbit. Neutron is the space industry’s next generation medium-lift rocket that puts constellation operators in the driver’s seat with tailored missions and secure access to space.”𝗠𝗶𝗻𝗮 𝗠𝗶𝘁𝗿𝘆, CEO and Co-Founder of Kepler:"Selecting Rocket Lab for our first dedicated launch marks an important milestone for Kepler as we continue to scale our infrastructure,” said Mina Mitry, CEO and co-founder of Kepler. “Our customer demand continues to grow, and dedicated launch provides the flexibility to expand and deliver more capacity and capability to the missions we support." - W
$Rocket Lab(RKLB.US) Q2 EARNINGS
EPS: $(0.08) vs $(0.07) est ❌Sales: $234.066M vs $231.346M est ✅🟥 -2.84% - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Unveils GHOST Global Launch System for Electron and HASTE Rockets
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 unveils 𝗚𝗛𝗢𝗦𝗧, a globally deployable containerized launch system.➤ GHOST enables 𝗼𝗿𝗯𝗶𝘁𝗮𝗹 and 𝘀𝘂𝗯𝗼𝗿𝗯𝗶𝘁𝗮𝗹 launches from worldwide locations.➤ System supports both 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻 and 𝗛𝗔𝗦𝗧𝗘 rockets.➤ Complete launch infrastructure is packaged within 𝘀𝘁𝗮𝗻𝗱𝗮𝗿𝗱 𝘀𝗵𝗶𝗽𝗽𝗶𝗻𝗴 𝗰𝗼𝗻𝘁𝗮𝗶𝗻𝗲𝗿𝘀.➤ First GHOST location will be 𝗟𝗮𝘂𝗻𝗰𝗵 𝗖𝗼𝗺𝗽𝗹𝗲𝘅 𝟰 in Alaska.➤ Alaska site will feature 𝘁𝘄𝗼 𝗽𝗮𝗱𝘀 for high-frequency launch campaigns.➤ Expansion brings Rocket Lab's global network to 𝘀𝗶𝘅 𝗹𝗮𝘂𝗻𝗰𝗵 𝗽𝗮𝗱𝘀.➤ GHOST's first operational suborbital launch is targeted for 𝟮𝟬𝟮𝟳.➤ System targets responsive launch and time-critical 𝗻𝗮𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝗲𝗰𝘂𝗿𝗶𝘁𝘆 missions.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ GHOST significantly expands Rocket Lab's 𝗴𝗲𝗼𝗴𝗿𝗮𝗽𝗵𝗶𝗰 𝗹𝗮𝘂𝗻𝗰𝗵 flexibility.➤ Containerized infrastructure could enable faster deployment for 𝘁𝗶𝗺𝗲-𝗰𝗿𝗶𝘁𝗶𝗰𝗮𝗹 missions.➤ Dual Electron-HASTE support broadens 𝗼𝗿𝗯𝗶𝘁𝗮𝗹 and 𝗵𝘆𝗽𝗲𝗿𝘀𝗼𝗻𝗶𝗰 mission opportunities.➤ System targets growing demand for 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝗹𝗮𝘂𝗻𝗰𝗵 capabilities among allied nations.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“We’ve been leading the field in small launch for missile defense and national security for years. Our reliability, repeatability, and affordability sets us apart from everybody else, and creating GHOST is about packaging that up into a deployable system that can serve the world’s most important programs from wherever those missions need. Whether it’s for missile defense and deterrence, or opening up more trajectories, orbital missions, and sovereign launch capabilities in allied nations, GHOST is the answer to launching anywhere, anytime, and without compromise.” - H
📢 𝗝𝗨𝗦𝗧 𝗜𝗡: $Rocket Lab(RKLB.US) Rocket Lab Establishes German Subsidiary to Expand European Space Manufacturing
👉 𝗞𝗲𝘆 𝗛𝗶𝗴𝗵𝗹𝗶𝗴𝗵𝘁𝘀:➤ 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 formally establishes 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯 𝗚𝗲𝗿𝗺𝗮𝗻𝘆 𝗚𝗺𝗯𝗛.➤ Expansion could bring satellite and component manufacturing to 𝗚𝗲𝗿𝗺𝗮𝗻𝘆.➤ Move follows Rocket Lab's strategic acquisition of Munich-based 𝗠𝘆𝗻𝗮𝗿𝗶𝗰 𝗔𝗚.➤ Mynaric will continue producing advanced 𝗹𝗮𝘀𝗲𝗿 𝗼𝗽𝘁𝗶𝗰𝗮𝗹 𝗰𝗼𝗺𝗺𝘂𝗻𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 terminals.➤ Rocket Lab aims to scale Mynaric production for 𝗘𝘂𝗿𝗼𝗽𝗲𝗮𝗻 and global demand.➤ Germany could become a regional hub for 𝗰𝗼𝗻𝘀𝘁𝗲𝗹𝗹𝗮𝘁𝗶𝗼𝗻-𝗰𝗹𝗮𝘀𝘀 manufacturing.➤ Potential production includes 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲𝘀, 𝗽𝗮𝘆𝗹𝗼𝗮𝗱𝘀, and critical space components.➤ Rocket Lab plans European launch services using 𝗘𝗹𝗲𝗰𝘁𝗿𝗼𝗻 and 𝗡𝗲𝘂𝘁𝗿𝗼𝗻.➤ Expansion targets growing European 𝗱𝗲𝗳𝗲𝗻𝘀𝗲, national security, and commercial space demand.👉 𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:➤ Expands 𝗥𝗼𝗰𝗸𝗲𝘁 𝗟𝗮𝗯's addressable market beyond U.S.-centered space programs.➤ Positions Rocket Lab for Europe's push toward 𝘀𝗼𝘃𝗲𝗿𝗲𝗶𝗴𝗻 𝘀𝗽𝗮𝗰𝗲 capabilities.➤ Combines launch, satellites, and components into a broader European offering.➤ Could create significant opportunities from Europe's expected satellite deployment boom.👉 𝗘𝘅𝗽𝗲𝗿𝘁 𝗦𝘁𝗮𝘁𝗲𝗺𝗲𝗻𝘁:𝗦𝗶𝗿 𝗣𝗲𝘁𝗲𝗿 𝗕𝗲𝗰𝗸, Founder and CEO of Rocket Lab:“Europe’s space industry is undergoing a profound structural shift toward an era defined by speed, commercial agility, and absolute technical sovereignty,” said Rocket Lab founder and CEO, Sir Peter Beck. “The demand for sovereign space capability has never been more urgent. Europe faces glaring gaps across both launch and spacecraft manufacturing. Rocket Lab Germany addresses these directly, combining opportunities for high-frequency access to space with high-volume satellite production to deploy resilient constellations on rapid timelines. With this strategic expansion, Rocket Lab is making a clear commitment to Europe that ensures the region has domestic strength to secure, defend, and discover in a rapidly evolving new space era.” - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Chinese Long March 7A Rocket Appears To Break Apart After Liftoff - Reuters Witnesses - $SpaceX(SPCX.US) $Rocket Lab(RKLB.US)
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$Rocket Lab(RKLB.US) reports its Q2 2026 financial results today, August 10 2026 after the US market closes. Wall Street expects around USD 231 million in revenue. This is a staggering 60% jump year over year. If Rocket Lab hits it, this is 5 record breaking quarters in a row.
Rocket Lab has just won a massive USD 397 million contract with the US Space Force. Total order backlog stands at a record USD 2.2 billion as of Q1 26. This is a huge increase of 108% year over year.
Rocket Lab is currently down 57% from its all time high of USD 151 achieved in May 2026.
Is it a buy? Analysts are bullish with a Buy rating despite the correction. The average price target is USD111.31, an upside potential of 49%.
Ultimately buying this stock isn't about looking at traditional P/E ratios. It is about believing that humanity's future belongs to the stars.
☕️ [Task Coins Giveaway] Daily Market Talk — Singapore Marks National Day as STI Extends Its StreakSingapore's market is closed today for National Day (observed), but Friday left plenty to talk about: $FTSE Straits Times Index(STI.SG) notched its 9th straight weekly gain, with $DBS(D05.SG) extendin...
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Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD(AMD.US), $NVIDIA(NVDA.US)) and your CPO players are giving announcements/updates.This should be a catalyst for certain optical players.- Earnings week: with $AST SpaceMobile(ASTS.US), $Rocket Lab(RKLB.US) reporting today (space), $Lumentum(LITE.US) on Tuesday (photonics), $Nebius(NBIS.US) in the middle of the week (Neocloud), and more.- Unitree IPO subscriptions opened up today and Listing is expected this month.Should be a potential catalyst for the humanoid + robotics sector if it opens up well eg. $Churchill Capital XI(CCXI.US).Fun week ahead. - B
$Rocket Lab(RKLB.US) It turns out that a large number of SpaceX shareholders are using Rocket Lab for short selling hedging to protect their positions, including selling short positions in Rocket Lab and space-related ETFs for hedging, as they cannot actively directly short $SpaceX(SPCX.US)