Why I remain bullish on $RKLB for the long run: • The Monopoly Hedge: Defense … · @JamesDa55049936 · TwKit

@JamesDa55049936

Why I remain bullish on $RKLB for the long run: • The Monopoly Hedge: Defense and commercial customers need a viable #2. Nobody outside SpaceX executes better. • Hidden Value in Space Systems: ~70% of revenue is satellite manufacturing, backed by a massive, high-margin backlog. • The Neutron Catalyst: Medium-lift reusability will unlock direct participation in heavy constellation deployments. Multiples may see volatility, but pure-play execution and industry scarcity are priceless. Positioned for the next leg up.

曝光 39 · 评论 0 · 点赞 0 · 书签 0