TimothyBarnes
TimothyBarnes
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avatarTimothyBarnes
10-01 14:33
avatarTimothyBarnes
10-01 09:40
$Rocket Lab USA, Inc.(RKLB)$ There is a lot to be excited about as a Rocket Lab shareholder right now. We are seeing incredible, compounding momentum across the entire business. It isn't just about the accelerating launch cadence anymore; management is matching that operational speed on the commercial side by rapidly securing and executing a massive lineup of new and continuing contracts. Here is a breakdown of the 2026 contract portfolio.
avatarTimothyBarnes
09-29 21:28
$AST SpaceMobile, Inc.(ASTS)$ Rocket Lab is getting attention after disclosing that its Compensation Committee adopted a new Senior Management Change of Control Severance Policy on September 25, alongside a milestone SpaceX launch that is being viewed as a validating moment for the broader space sector. $Rocket Lab USA, Inc.(RKLB)$  $Planet Labs Pbc(PL)$  $SPDR S&P 500 ETF Trust(SPY)$ 
$Rocket Lab USA, Inc.(RKLB)$ Bears think they're scaring long-time holders. Average cost is 4.96 and never selling.
$Iridium(IRDM)$ It's stuck in this range and it's pretty frustrating. It needs RKLB to run before it can push up toward $52 where it belongs, at least until the buyout is completed.
$Rocket Lab USA, Inc.(RKLB)$ I'm really excited about this company. There's a lot of upside and growth potential here, and I could see an easy 50% gain over the next couple of months. I'm all in.
$SpaceX(SPCX)$ Execution is what actually matters. Daily swings can drive options plays, but long-term holding is what builds real wealth. I picked up a sizable $Rocket Lab USA, Inc.(RKLB)$  position around $5.
Iridium $Iridium(IRDM)$  shareholders voted in favor of Rocket Lab $Rocket Lab USA, Inc.(RKLB)$  acquiring their company. Rocket Lab had the money to purchase Iridium back on September 15th, and now this. With regulatory approval expected by 2027, it should be finalized. Rocket Lab already has government contracts, so that part looks more like a procedural step. It'll take time, but this was another big hurdle cleared.
$Rocket Lab USA, Inc.(RKLB)$ Not really concerned that this doesn't interest you, and I don't care whether it changes your view on RKLB. I was just sharing my own bullish take.
$Rocket Lab USA, Inc.(RKLB)$ There is just over an hour of regular market trading left before the Iridium Communications special stockholder vote on the Rocket Lab acquisition. The virtual meeting is scheduled for 8:30 a.m. Eastern. Should be interesting to see how this plays out.
$Rocket Lab USA, Inc.(RKLB)$ Moving my price target to $80. There has to be a day when we see a 10 percent move up or more. It has been 30 days since it last went over 10 percent.
$Rocket Lab USA, Inc.(RKLB)$ Chart looks like RKLB wants to breakout hard on the daily
$Rocket Lab USA, Inc.(RKLB)$ With follow-through now showing up, price has moved above the 50ma. If it can close over 72.57, then the 74ish area is the next level on my radar.
$Rocket Lab USA, Inc.(RKLB)$ $70 is a real battle, but it should be won soon. After that, 80, 90, 100, 150, and eventually 300. The bears may need to reconsider their strategy before long.
$Caris Life Sciences, Inc.(CAI)$ That was quite a run this week over at Caris. It would be nice to see one of their fancy Kevin Costner style commercials for $Luckin Coffee Inc.(LKNCY)$ , $Rocket Lab USA, Inc.(RKLB)$ , $Velo3D, Inc.(VELO)$ , and especially a touching holiday version for my struggling little ticker BURU.
$Rocket Lab USA, Inc.(RKLB)$ I can see some downside risk near term, but today felt like a much-needed shift. RKLB has been getting one piece of good news after another lately.
$Rocket Lab USA, Inc.(RKLB)$ Watching the large liquidity level at $53 for a potential entry. Looking for a similar reaction to what happened in March '26. The real confirmation would be a reclaim of the grey liquidity level at $67, like before. Might consider a short at LTF supply in the $65-$67 range if the setup shows up in the next few days.
$Rocket Lab USA, Inc.(RKLB)$ RJ is starting coverage with an Outperform rating. Base case at $80, bull case at $110.
$CoreWeave, Inc.(CRWV)$ I added more shares of this powerhouse company this morning. Jensen knows CoreWeave better than any of us, and he's putting his money on it. $Rocket Lab USA, Inc.(RKLB)$ 
$Rocket Lab USA, Inc.(RKLB)$ Solid track record, diversified, and vertically integrated. The acquisitions look smart, and they're not rushing Neutron until it's ready. Backlog is decent, and the outlook seems positive.

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