$Rocket Lab USA, Inc.(RKLB)$ - Rocket Lab has given back the entire rally from the $Iridium(IRDM)$ acquisition announcement last week. The 200-day moving average is around $76. Looking at the last three times the stock touched the 200-day MA, it saw significant rallies: $14.71 to $53.44 (+177%) $37.57 to $96.30 (+183%) $56.13 to $151 (+111%) It's hard to bet against Peter Beck.
$Rocket Lab USA, Inc.(RKLB)$ It's worth keeping an eye on RKLB's European operations as well. The recent NATO meeting highlights the strategic context. $Redwire Corp.(RDW)$ and $Planet Labs Pbc(PL)$ are also showing strength in the European market. These companies could be part of the infrastructure needed for a strategic response.
$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab just made history, completely crushing U.S. Space Force records. The company officially announced absolute mission success for VICTUS HAZE. From receiving a 24-hour rapid-response launch notice, to spacecraft commissioning and complex tactical RPO tracking maneuvers, they smashed every single military deadline days ahead of schedule. This is the first-ever prime contractor providing the rocket, satellite, and operations all-in-one. From where I stand, the defense moat here is legally a money printer.
$Rocket Lab USA, Inc.(RKLB)$ Now that all the distractions are behind us, it could be quite a week. The first objective is the $106 resistance level once the market opens. As long as volume returns the way it typically does after a three-day break, the odds favor another strong push higher. Personally, I'm letting the trend do the work.
$Rocket Lab USA, Inc.(RKLB)$ There was strong buying pressure into the close, with the stock holding support at the previous all-time high. The main focus now is on breaking above the $106 point of control. If that resistance level is cleared, there's a lot of open space above for a move higher. I'm keeping my risk tight here.
$Rocket Lab USA, Inc.(RKLB)$ It's interesting how enthusiasm for space stocks tends to spike after a 20% gain, only to fade when there's a pullback. Personally, that's when I find myself watching more closely.
$Securitize(SECZ)$ The tokenization theme still feels like it's in the early stages. Once more people see that SECZ is essentially the only pure play available, there could be a significant move. Look at the thematic SPACs in other areas—like $Oklo Inc.(OKLO)$ for nuclear, $AST SpaceMobile, Inc.(ASTS)$ and $Rocket Lab USA, Inc.(RKLB)$ for space, or $IONQ Inc.(IONQ)$ for quantum computing. They were the first public proxies for their themes and saw massive runs.
$Rocket Lab USA, Inc.(RKLB)$ The recent price drop seems to be due to market manipulation by bots. I think we could see a move higher from here, and that would likely mark the bottom.
$Rocket Lab USA, Inc.(RKLB)$ For those who follow Fibonacci levels, the five-wave move from 80 to 104 was a 3.272 extension of waves 1+2. The same 3.272 extension appears in each up wave… so extrapolating that out over the entire move, it's likely we hit 175 before the next major pullback. That sort of makes sense… if it was worth 151 a month ago, it's definitely worth 175 with Iridium and the spectrum licenses.
$Rocket Lab USA, Inc.(RKLB)$ SpaceX paid a hefty sum to $EchoStar(SATS)$ for spectrum, but RKLB simply acquires Iridium and gets the spectrum at no extra cost. It's like buying the cow for the free milk. A smart move by Beck and RKLB. We as investors come out ahead.
Space names are catching a strong bid after the reported $8B Iridium acquisition tied to $Rocket Lab USA, Inc.(RKLB)$ , and the market is quickly repricing the entire satellite/space communication ecosystem. $Rocket Lab USA, Inc.(RKLB)$ continues to be the anchor move, but what's more interesting is the spillover effect across the broader space stack. When one major player expands vertically like this, it often forces investors to reassess competitive positioning across the entire sector. $Viasat(VSAT)$ stands out on the legacy satellite network side with aviation and government exposure. $AST SpaceMobile, I
I moved all my shares from $Iridium(IRDM)$ to $Rocket Lab USA, Inc.(RKLB)$ , focusing on the infrastructure and network angle. Rocket Lab isn't just a rocket company anymore. With launch, space systems, and the IRDM integration, it's building out a full-stack space infrastructure layer: * Rockets (access to space) * Satellites (hardware and systems) * Network (global comms via IRDM) I'm currently holding $Redwire Corp.(RDW)$ and $Planet Labs Pbc(PL)$ as well. Space is the future.
$Rocket Lab USA, Inc.(RKLB)$ As a large shareholder in RKLB, can someone explain why I should like the Iridium acquisition? We build rocket engines, not move into the crowded satellite communications space. What am I missing? I'm not selling, I'll hold and see, but I don't get it.