RKLB - Rocket Lab USA

Down another 1.6% in overnight markets after being down 8% on Friday. Space stocks not performing well in overnight trading.

The host is '100% loading up' on Rocket Lab before the SpaceX IPO. He sees it as the top picks-and-shovels play in space — an end-to-end space company building spacecraft, satellite systems, solar panels, and mission-critical components. The Neutron rocket could allow RKLB to compete for larger contracts, and the defense/national security angle adds further upside. He believes the market still sees it as a small launch company but it's evolving into a space infrastructure company.

Host knows nothing about space or Rocket Lab. Believes space is the next bubble. Valuations are insane. Projects a future that will eventually happen but is a long time away. Too expensive to justify current valuations.

Forming a little high tight flag; would buy if it breaks out.

Rocket Lab is highlighted as one of the biggest names inside the RBX ETF, building launch systems, space aircraft components, and satellite infrastructure. The host describes it as a 'mini SpaceX' and notes it matters until SpaceX potentially joins the ETF.

Mentioned as seeing negative spillover from Blue Origin's New Glenn rocket explosion. Host notes mistakes in space can cost quarters unlike software. However, mentions Matt picked Rocket Lab in the stock draft and it did 'unbelievable'.

Host sees space industry as a bubble, noting Rocket Lab's $83B market cap is unjustified given minimal revenue. Compares it to dot-com era excess.

Previously recommended pick that is up 72.37% since the last video. Only credible small launch competitor in the US, benefits from SpaceX comp math dragging sector multiples higher.

Space stock that is 'just ripping' and surging. Part of the strong space sector momentum. Not a perfect setup but showing strength.

Space launch and defense technology company, $40B market cap. Up significantly. Positioned to benefit from defense spending increases and NATO rearmament.