$Rocket Lab USA, Inc.(RKLB)$ Added to my position today at $66.50, bringing my average cost down to $71.60. The whole sector is under pressure right now, but I still think Rocket Lab's fundamentals are solid. The stock is currently down about 56% from its all-time high. If the weakness persists, I'll be keeping an eye out for chances to add more.

$Rocket Lab USA, Inc.(RKLB)$  is currently trading nearly 17% lower than its pre-Q1 earnings levels. After reaching highs above $140 in May, the current price around $66 seems disconnected from the company's underlying progress. Fundamentally, with record Q1 revenue of $200M, a $2.2B backlog, and over $2B in liquidity, the growth engine appears strong. A key catalyst is that we are closer than ever to the inaugural Neutron launch. Looking at the recent action, the stock has shown some stability near $66 in after-hours trading following the day's volatility. Technically, it looks like a consolidation phase as the market digests the sell-off from the June highs. With the next earnings call set for August 6, volatility may continue, but from my

$Trump Media & Technology(DJT)$ $Palantir Technologies Inc.(PLTR)$ $Rocket Lab USA, Inc.(RKLB)$  I mentioned these stocks when they were around $5. The TAE/DJT merger S-4 filing could come any day. Fusion energy is a huge global opportunity.

$Rocket Lab USA, Inc.(RKLB)$  is at a major decision zone on the monthly chart. $64 is currently the key level to watch. If that fails, the next important area to hold is around $56, which has been a long-term support. Losing that would damage the broader bullish structure. From my perspective, the $56-$64 range is where the risk/reward starts to look interesting, but discipline is crucial. A break below $54 would change the setup and require respecting the risk. The long-term story is still compelling with its launch services, space systems, government contracts, and the growing commercial space economy. However, the chart still needs buyers to step in. If support holds, the upside target I'm watching is $151. Great companies can create oppo

$Rocket Lab USA, Inc.(RKLB)$ A lot of people still see Rocket Lab as just a rocket company, but the bigger story is the entire space ecosystem they are building. Northwise’s base case sees Rocket Lab reaching $5.63B in annual revenue by 2030. The launch business was only the entry point. Behind it, RKLB has expanded into satellite components, solar power systems, flight software, spacecraft manufacturing, mission operations, and government contracts. The potential Iridium acquisition adds another interesting layer to the long-term vision. Of course, execution matters. Space is a capital-intensive industry, and the market will continue testing high-growth names. But if Rocket Lab keeps building this integrated space platform, the opportunity c

$Trump Media & Technology(DJT)$ I've been watching DJT, and it's been moving up each day. There's a sense that a bigger move could come at some point. The idea around Fusion as a potential unifier of countries and people is interesting, and the focus on energy is significant. I previously mentioned PLTR and RKLB around the $5 level. This third call is for a bigger and better opportunity with PLTR and RKLB.

$Rocket Lab USA, Inc.(RKLB)$ $Rocket Lab USA, Inc.(RKLB)$ The stock has never seen a drawdown of over 50 percent in such a short time frame. We're also at near-historical oversold levels across multiple RSI timeframes. Could it go lower? Sure. Could it trend sideways? Absolutely. But the risk-reward seems to favor buyers at this point. Shorting here, near what could be the bottom, doesn't look like a great idea to me.

$Rocket Lab USA, Inc.(RKLB)$ The chart looks like it could be forming a capitulation bottom. If it's not there yet, we're probably very close.

$AST SpaceMobile, Inc.(ASTS)$  Seeing a lot of fear around space stocks after this recent pullback. $Rocket Lab USA, Inc.(RKLB)$  is now trading around $67.62, down about 4.26% year-to-date, following a sharp move higher and then a heavy retracement. This is typically the part of the cycle where weaker hands tend to exit. Volatility is just part of owning high-growth names like these. From where I stand, the long-term thesis hasn't changed: space infrastructure, Neutron, and satellite opportunities are still the core story. I'm personally focused on the broader support levels, not the daily noise. It feels like conviction really gets tested on days like these.

$Luckin Coffee Inc.(LKNCY)$ Well, I'd rather be stuck at $32 than get cut in half again. I see $Rocket Lab USA, Inc.(RKLB)$  and $Velo3D, Inc.(VELO)$  playing that old 'test of wills' game with us, like Luckin Coffee did. I bought the dips, but I'm completely out of dry powder now. All I can do is watch and hold.

Rocket Lab is moving further into the defense sector. The company is part of the U.S. Space Force's $5.6 billion launch tender, which could position it as a competitor to larger aerospace firms. A key upcoming event is the first test flight of its new Neutron rocket. If Neutron is successful, it could open up a significant new revenue stream as Rocket Lab pursues more government and military contracts. The company already has a solid commercial order backlog and is progressing with security certifications. If Neutron performs well, $Rocket Lab USA, Inc.(RKLB)$ 's potential could extend well beyond commercial launches, with defense contracts becoming a major driver of growth.

$Rocket Lab USA, Inc.(RKLB)$ There are some bulls out there. The stock never went lower after that, and the ASTS offering probably marks the bottom.

When there's market nervousness, it can be a time to look for long-term opportunities. I'm keeping a few names on my radar for the next few years: - $Rocket Lab USA, Inc.(RKLB)$  at $75, with a long-term target of $200+ by 2028. - $Amazon.com(AMZN)$  at $250, with a long-term target of $400+ by 2028. - $Visa(V)$  at $350, with a long-term target of $450+ by 2028. Short-term volatility might create openings, but ultimately execution, earnings growth, and fundamentals will determine which companies actually deliver. Staying focused on quality seems important.

$Kratos Defense & Security Solutions(KTOS)$ Kratos Defense & Security secured about $400 million in Pentagon funding, aimed at expanding hypersonic and national security programs. That's a development worth watching. What makes it interesting from a space perspective is the supply chain link. Rocket Lab is a direct Kratos supplier. Continued vehicle development from this kind of funding could potentially lead to more opportunities for launch demand related to programs like HASTE. This is the kind of defense and space infrastructure theme I find compelling: government spending, advanced technology, and potential contract growth aligning. Both Kratos and Rocket Lab are on my radar as this story unfolds.

$Rocket Lab USA, Inc.(RKLB)$  If it opens below $80, I'd see that as an opportunity. A year from now, I might be looking back at that as a good entry point.

$BlackBerry(BB)$ 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.