To The Moon

$Rocket Lab USA, Inc.(RKLB)$  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.

$Rocket Lab USA, Inc.(RKLB)$ I don't have the exact numbers, but RKLB went from near $100 down to around $60, then back up to about $150. This dip seems to indicate a move toward $225.

My top picks across sectors right now with three-year targets: Defense: EOS.AX - target $35 (next-gen electro-optical systems plus defense optics cycle expansion) Healthcare: $Oscar Health, Inc.(OSCR)$  - target $75 (health insurance tech platform, utilization, and pricing cycle upside) Space: $Rocket Lab USA, Inc.(RKLB)$  - target $380 (launch cadence scaling and space infrastructure commercialization phase) Energy: $Bloom Energy Corp(BE)$  - target $375 (fuel cell, distributed power, and data center energy demand tailwind) Physical AI: $XPeng Inc.(XPEV)$  - target $130 (autonomy, EV, and robotics conv

NASA has selected $Rocket Lab USA, Inc.(RKLB)$  to launch two Sun and Earth science missions. NASA has chosen Rocket Lab to provide launch services for its PolSIR (Polarized Submillimeter Ice-cloud Radiometer) and TSIS-2 (Total and Spectral Solar Irradiance Sensor-2) missions. These two selections are part of NASA's VADR (Venture-Class Acquisition of Dedicated and Rideshare) launch services contract. This contract allows the agency to award fixed-price, indefinite-delivery/indefinite-quantity launch service task orders during VADR's 10-year ordering period, with a maximum total contract value of $300 million.

$Rocket Lab USA, Inc.(RKLB)$ My take is that RKLB has significant potential; it's just not fully realized yet.