$Rocket Lab(RKLB.US) is gradually moving towards a position with "no real competitors".
It is no longer a traditional launch company, but has established a complete closed loop from satellite design → manufacturing → launch → orbital deployment → in-orbit operation.
When this capability is scaled, the industry will shift from price competition to capability barriers.
Rocket Lab will be one of the most prestigious and sustainably successful companies in this round of the space age.
Its current $25 billion market cap is just the tip of the iceberg for the super-theme of space.
Institutions, retail investors, and global liquidity will continue to flow in, while skeptics will keep saying it's overvalued.
The most interesting part is that none of us know what kind of world space will open up in the future, and that's exactly what's worth looking forward to.
Peter Thiel once said: Companies truly worth investing in don't need to overcompete. They will naturally form monopolies over time.
This post is reposted from: https://x.com/tradergokux/status/1988054417728266313?t=rJJbiSJ_SIa8Sc5-i_n4SA&s=19
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