To The Moon

$Rocket Lab USA, Inc.(RKLB)$ It's been a tough sell-off, but that's the case for a lot of speculative stocks right now. This isn't the first time RKLB has dropped significantly, like that 55% crash from its highs, and it probably won't be the last. Historically, it has managed to recover from those dips and eventually set new all-time highs. I'm holding through this.

These are some positions I think could do well in the next major growth cycle. My current focus and long-term themes are: $NEBIUS(NBIS)$  for AI infrastructure expansion $IREN Ltd(IREN)$  for AI data center growth $Credo Technology Group Holding Ltd(CRDO)$  for high-speed connectivity in AI workloads $Rocket Lab USA, Inc.(RKLB)$  for space economy development $Palantir Technologies Inc.(PLTR)$  for enterprise AI adoption The biggest opportunities often come from holding strong companies across multiple market cycles. Compounding is powerful, but patience

$Rocket Lab USA, Inc.(RKLB)$  The MFI is rising even as the price falls, which looks like a bullish divergence to me. A proper green day feels overdue. I'm also seeing positive MACD divergence on the 4-hour chart.

$Rocket Lab USA, Inc.(RKLB)$ Not many people seem to grasp the significance of this acquisition. Eventually, the market will catch on, and you might find yourself wondering, "Why didn't I get more?"

$Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ I'm expecting the run to start any day now.

$Rocket Lab USA, Inc.(RKLB)$ Beck is playing 3D chess. It will be interesting to see a RKLB logo on all these products eventually.

$Rocket Lab USA, Inc.(RKLB)$  It's the end-to-end space company. The next step is the static fire of stages 1 and 2. Getting another day closer to Neutron.

AI-related stocks are currently trading at a significant discount, around 33% off their highs, and there's a view they could reach new record levels within the next six months. Here are some examples of the drawdowns from recent highs: $Rocket Lab USA, Inc.(RKLB)$  is down 46.3%, $AST SpaceMobile, Inc.(ASTS)$  is down 45.2%, $APPLIED DIGITAL CORP(APLD)$  is down 38.6%, $Palantir Technologies Inc.(PLTR)$  is down 37.8%, and $ARM Holdings(ARM)$  is down 33.9%.

I've opened a new position in $Rocket Lab USA, Inc.(RKLB)$ , with an average cost of $76.60. The 200-day SMA was the level I was looking for, and it finally reached it. I view the space economy as a long-term trend rather than a short-term trade. My plan is to hold for the long term, add on any quality pullbacks, and focus on the company's execution rather than daily price volatility. The mission feels like it's just getting started.

$Rocket Lab USA, Inc.(RKLB)$ One technical level on this chart that always gets my attention is the 200-day moving average. Rocket Lab has touched it again, and historically, it's been a level worth watching. The last three times it hit the 200 MA were followed by notable rebounds: $14.71 → $53.44 (+177%) $37.57 → $96.30 (+183%) $56.13 → $151.00 (+111%) Obviously, past performance doesn't predict the future, but this is an area I'm focused on. If the 200 MA holds as support and volume picks up, the setup could become more compelling from a risk/reward perspective. Some of the better opportunities often appear when sentiment is low.