$Rocket Lab USA, Inc.(RKLB)$ The 13F filing deadline is today. From what I can see so far, it looks like institutions added another 12.3% in Q2. Does that sound right to anyone else?

$York Space Systems, Inc(YSS)$ $Intuitive Machines(LUNR)$ $Rocket Lab USA, Inc.(RKLB)$  tanked after-hours after earnings, then bounced right back up. Could be a decent time to pick up some shares for a quick turn around.

$Tesla Motors(TSLA)$  The Nevada Transportation Authority has officially granted a permit for 5,000 robotaxi vehicles to operate.

$Iridium(IRDM)$ Why is the price so low? Rocketlab is selling stock to fund the acquisition. It seems like a sure thing. Shouldn't it be trading closer to the buyout price?

$Rocket Lab USA, Inc.(RKLB)$ Rocket Lab's quarter was genuinely mixed. Revenue hit $234.07 million, beating the $231.35 million consensus and up 62% year-over-year. They signed $437 million in new Electron, HASTE and Neutron launch contracts, and the backlog reached a record $2.36 billion with about $2.13 billion in cash on hand. On the other side, they posted a Q2 loss of eight cents per share, just missing the estimate for a seven-cent loss. Guidance was strong regardless — they're guiding Q3 revenue to $250 million to $265 million against estimates of $238.53 million, with an expected adjusted EBITDA loss of $17 million to $23 million.

$Rocket Lab USA, Inc.(RKLB)$ I'm putting this down as a marker – RKLB hitting $90 within 2 weeks. I've been holding since $6 and have screenshots to back that up. Some of the bears around here seem to be running with a small account, hoping their puts print before rent is due.

$Rocket Lab USA, Inc.(RKLB)$ They're building the fourth and fifth launch pads in Kodiak now. The infrastructure works for both Electron and Haste, orbital or sub-orbital, and the claim is they can launch in under 24 hours once ordered. GHOST is apparently heading to a location of your choosing worldwide, courtesy of SRB.

$SpaceX(SPCX)$ At the pace Musk is launching them, Starlink satellites are going to be just a few yards apart soon. $Rocket Lab USA, Inc.(RKLB)$  $Firefly Aerospace Inc.(FLY)$ 

$Rocket Lab USA, Inc.(RKLB)$  It feels like they are trying to kill the options expiring on Friday. I'm holding long on this one. Amazing company.

$Rocket Lab USA, Inc.(RKLB)$ Watch your paws bears, the hippo is hungry for $82

$Rocket Lab USA, Inc.(RKLB)$ Quite a turnaround after being down over 10% on a volatile market day. That's all I've got for now.

$Rocket Lab USA, Inc.(RKLB)$ Buying RKLX at 19.50 was basically a gift. Still adding shares whenever there's an overreaction sell-off.

$Rocket Lab USA, Inc.(RKLB)$  It's going to be something watching the shorts react after this one. The quarter was excellent. Everything is on track.

$Rocket Lab USA, Inc.(RKLB)$ RKLB was around $58 not that long ago, and it's already hit $85. I don't think we see it drop below $69 before it rockets back up.

$Rocket Lab USA, Inc.(RKLB)$ Did the noise actually scare you into selling your shares?

$Rocket Lab USA, Inc.(RKLB)$ If it reaches 120 by Tuesday, I'm stepping away for the rest of the year.

Pretty much every long play I mentioned back on Aug 3 has moved up nicely. $Planet Labs Pbc(PL)$  is the only slow one, up just about 12%. $Redwire Corp.(RDW)$  up around 43%, $Velo3D, Inc.(VELO)$  30%, $Rocket Lab USA, Inc.(RKLB)$  21%, $Firefly Aerospace Inc.(FLY)$  15%.

Space stocks caught a serious bid this week, with momentum building as the sector tries to put in a bottom. $Intuitive Machines(LUNR)$  jumped 36%, $Rocket Lab USA, Inc.(RKLB)$  added 32%, $AST SpaceMobile, Inc.(ASTS)$  was up 28%, $SpaceX(SPCX)$  gained 26%, and $Planet Labs Pbc(PL)$  rose 22%. The space trade is heating up fast. If this is the start of a broader reversal, these names could have plenty more room to run.

$Rocket Lab USA, Inc.(RKLB)$ This is getting very interesting. The stock closed around $82.83, up roughly 9.5% on the latest session, with momentum accelerating into earnings. From where I stand, Primary Wave 2 may be complete. If Wave 3 is now underway, the upside setup could be massive - potentially around 200% from current levels. Earnings are due after the close on Monday. The next move could get violent. Worth keeping an eye on this one.

$AST SpaceMobile, Inc.(ASTS)$ Reports tomorrow together with RKLB. AST SpaceMobile is building satellites that connect directly to unmodified cell phones, with no special hardware needed. These tend to trade like narrative names though: they rip hard when space and connectivity are in favor, and give it back even faster on the way down since the valuation is stretched. The chart is sitting right under the tariff-low resistance now. Clear that level and it opens up. As a business, I'd hold this for 2-3 years. They still have real execution left to do. But the near-term price action is all about that level.