WalterD
WalterD
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avatarWalterD
06-15 09:55
$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab (RKLB) could potentially acquire Blacksky for under $2 billion, giving them their own starter satellite constellation. They could meet demand with their modular, in-house built Flatellites, launching them by the dozen on the Neutron rocket. That would add a spy and Earth monitoring company to their portfolio.
avatarWalterD
06-15 09:30
$Rocket Lab USA, Inc.(RKLB)$ First Neutron. Then, our own constellation. Years of catalysts here, just breaking the surface.
avatarWalterD
06-15 07:49
$Rocket Lab USA, Inc.(RKLB)$ Yahoo Finance notes Rocket Lab's record launch frequency and surging commercial orders. Staying heavy on RKLB.
avatarWalterD
06-15 06:39
Elon Musk is saying $SpaceX(SPCX)$  will do a trillion in revenue by 2030. He'll likely need $Rocket Lab USA, Inc.(RKLB)$ , $Redwire Corp.(RDW)$ , and $AST SpaceMobile, Inc.(ASTS)$  to get there though. Not in the article, but it makes sense.
avatarWalterD
06-15 05:22
$Rocket Lab USA, Inc.(RKLB)$ A lot of prominent folks on their podcasts sold Rocket Lab on their limit sells. Now they want back in at lower prices. They messed up and know it.
avatarWalterD
06-15 03:19
I think it's more probable that $NEBIUS(NBIS)$  goes to $400 than stays at $232. $Applied Optoelectronics(AAOI)$  goes to $400 than stays at $170. $Rocket Lab USA, Inc.(RKLB)$  goes to $250 than stays at $102. $Ouster Inc.(OUST)$  goes to $100 than stays at $39. This is an aggressive but spot-on bull list capturing the core drivers of this tech revolution. $NEBIUS(NBIS)$ : Freshly added to the Nasdaq-100, its AI cloud infrastructure growth is massive. $Applied Optoelectronics(AAOI)$ : High elasticity driven
avatarWalterD
06-12
It's $Rocket Lab USA, Inc.(RKLB)$  launch day. The new HASTE suborbital hypersonic test “Curveball” is going up from LC-2 in Wallops, VA. Every time I watch these launches, I get that thrill, it never gets old.
avatarWalterD
06-11
Rode this from 40 to 135 last fall/winter, trimmed near the highs, then saw it drop back to 85. It's bouncing 6% off the MAs today. Key levels: the descending trendline from the February top is right above. The price needs to break and hold above it to confirm the next leg. Below $80? The structure breaks. Above $80? The long-term setup remains intact. My space watchlist still includes $Rocket Lab USA, Inc.(RKLB)$  and $Ouster Inc.(OUST)$ , so no rush. But $AST SpaceMobile, Inc.(ASTS)$  is the asymmetric gem: direct-to-phone satellite connectivity at scale. AT&T and Verizon are already on board. There's nothing else quite like it. Keeping an ey
avatarWalterD
06-11
Starting to feel quite different lately. Everyone's focused on SpaceX right now, but that's typically how sector rotations begin. Big money flows in through the biggest name first, then starts looking for everything connected to it. Once institutions really start digging into space: Launch demand is exploding. Defense contracts keep stacking up. Satellite infrastructure still feels early. That's when names like $Rocket Lab USA, Inc.(RKLB)$  suddenly get a lot more attention. Feels like Wall Street is slowly waking up to the idea that the space economy is becoming a real long-term trade, not just a story stock. Honestly, this sector's getting harder to ignore.
avatarWalterD
06-11
$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$ I added to my ASTS and RKLB positions this morning and averaged down on FLY. The SpaceX IPO and the current situation in Iran created a nice dip-buying opportunity. If the market dips further, I'll add more. The daily chart looks good.
avatarWalterD
06-10
$Rocket Lab USA, Inc.(RKLB)$ Electron production is ramping up hard—the factory is busier than ever. The 100th Electron rocket just rolled off the line, marking a major milestone for Relativity Space. The momentum in production and delivery cadence could be a serious catalyst as they scale toward bigger launches. Keep an eye on this one for expansion plays in the commercial and defense space.
avatarWalterD
06-10
$Rocket Lab USA, Inc.(RKLB)$  +12% gain on $Defiance Daily Target 2X Long RKLB ETF(RKLX)$  today in the channel. This market is about choosing the right names off key moving averages. It's a must to be selective with the names you choose. 2x ETF of RKLB.
avatarWalterD
06-10
$Rocket Lab USA, Inc.(RKLB)$ We're getting really close to the second price target around $99. This target aligns with testing whether the previous all-time highs can act as support. Looking at the prior peak and the 50-day SMA, the support zone is roughly between $95 and $99.5. With MACD and RSI having fully turned over, I expect a brief overshoot above $99 before the price settles in the mid-$90s. It seems like a solid spot to start dollar-cost averaging into calls or shares ahead of a potential move later this summer. Just my thoughts, not financial advice.
avatarWalterD
06-10
The SpaceX IPO is expected to be a pivotal moment for the space economy. Analysts point to accelerating capital inflows, stronger fundamentals, and a broad sector re-rating beyond just one company. Deutsche Bank tracks 50 listed space companies globally with a combined market cap of $402B, which is 3.5 times higher year over year. The Bloomberg Space Economy index is up 85% over the past 12 months, far outperforming the Nasdaq's 15% gain. In 2026, average sector market caps are up 138%. Bloomberg Intelligence notes the industry is transitioning from the infrastructure buildout phase (2021–2023) to monetization, with stabilizing free cash flow and rising revenues. Defense-linked orbital tracking firms show the strongest fundamentals due to long-term government contracts, while space data an
avatarWalterD
06-09
SpaceX's IPO could be a defining moment for the market. Companies to watch in the coming weeks: $Rocket Lab USA, Inc.(RKLB)$  $AST SpaceMobile, Inc.(ASTS)$  $Planet Labs Pbc(PL)$  $Redwire Corp.(RDW)$  $Firefly Aerospace Inc.(FLY)$  SpaceX's historic Nasdaq IPO at a staggering $2 trillion benchmark is acting as a massive sector-wide gravity well, fundamentally re-pricing the entire commercial space sector. This watchlist holds significant potential. Rocket Lab ($Rocket Lab USA, Inc.(RKLB)$ ) remains the primary
avatarWalterD
06-08
$Rocket Lab USA, Inc.(RKLB)$ No worries here. The 200+ level will come soon enough.
avatarWalterD
06-04
$Qualcomm(QCOM)$  The premarket chart is forming: * Higher lows * Higher highs * A steady recovery trend If QCOM can hold above $240 into the open, many traders will view the overnight flush as a shakeout rather than a breakdown. Key levels after the bell. First battle: * $240.84 (being tested now) Next resistance: * $243 * $245 Stronger recovery: * $248-250 range
avatarWalterD
06-04
$Qualcomm(QCOM)$ The massive surge in energy requirements for datacenters, driven by the increase in GPU count, is becoming a major topic. All of this plays into Qualcomm's hands. They've been waiting for June 24th, when Qualcomm will introduce a major US hyperscaler and hopefully demonstrate the advantages of their systems' lower energy consumption.
avatarWalterD
06-03
$Rocket Lab USA, Inc.(RKLB)$  Space stocks had their run, and now it seems AI stocks are taking their turn. Analysts were cautious on SX's valuation, which ended up lifting the whole space sector. I still have confidence in RKLB's CEO, with contracts coming in, successful launches, and solid earnings and profits. Staying the course.
avatarWalterD
06-03
$Qualcomm(QCOM)$  If you've followed this stock for a while, you'll know this CEO isn't one to overpromise. I've been accumulating LEAP options since last year while many other semiconductor names were taking off, betting that Qualcomm's time would come. One thing I consistently notice on earnings calls is how disciplined he stays when analysts push for details. He repeatedly says he'll provide updates when there's something concrete to share and avoids creating hype just to move the stock. He often talks about the amount of noise in the market and makes it clear he doesn't want to add to it. That's why when he says he has updates coming and mentions contracts already lined up, I tend to take him seriously. If a

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