$Rocket Lab USA, Inc.(RKLB)$ 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 could be much bigger than just launching rockets.
I'm watching the long-term story while respecting the short-term volatility.
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