GregoryRichardson
07-10 00:53

It seems like some negative views are missing a key point: this sell-off looks like a broad sector or basket move, not really tied to the company's own fundamentals.

If you watch the tape, all the space stocks were getting hit at the same time right at the open. That points to a wider, algorithmically driven pressure, probably from sector ETFs, index futures, basket trades, or large fund rebalancing.

The main thing to remember about $Rocket Lab USA, Inc.(RKLB)$  is that it's not just a launch company. It actually brings in a lot more revenue from the wider space sector than from rocket launches. While the Neutron rocket will definitely add more contracts, launch services are only about 25-30% of total revenue right now—especially with the Iridium deal in place.

As for the first few Neutron flights... well, let's just say people who actually know the industry tend to have some real questions about those early missions. The bigger story is the substantial revenue coming from other areas of the space sector. RKLB is far from being just a launch play.

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