To The Moon

$BlackBerry(BB)$ If they can't shake the tree enough, they'll just wait until you get bored. I saw that happen with $AST SpaceMobile, Inc.(ASTS)$ , $Rocket Lab USA, Inc.(RKLB)$ , and a bunch of others.

$Rocket Lab USA, Inc.(RKLB)$ Morgan Stanley's $293 price target for RKLB. That's the level they see it reaching.

$Intuitive Machines(LUNR)$ $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ The correction we've seen so far feels like it might have run its course.

$Rocket Lab USA, Inc.(RKLB)$  - 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.

$BlackBerry(BB)$ Strong earnings really set BB apart from $Rocket Lab USA, Inc.(RKLB)$  (green) and $Nokia Oyj(NOK)$  (blue). You can see the day the trend broke. In that sense, BB is showing a lot of relative strength.

$Rocket Lab USA, Inc.(RKLB)$  I think it could get back to $150, and that would make for a pretty good outcome.

My weekly targets are $IBM(IBM)$  at $320, $Eli Lilly(LLY)$  at $1,300, $Tempus AI(TEM)$  at $65, and $Rocket Lab USA, Inc.(RKLB)$  at $110. We can check back later to see how they play out.

$Rocket Lab USA, Inc.(RKLB)$  It would be nice to see the week close at $112.