$RKLB (-0,27 %) has set a new milestone: The conversion of its sea landing platform Return On Investment has begun. The basis for this is a 400-foot-long ship called Oceanus, which is now being technically upgraded at Bollinger Shipyards in Louisiana - including autonomous systems, protective devices for the Neutron landings and situation control systems. The platform should be ready for use in 2026 and operate from the US East Coast port.

This step shows how consistently Rocket Lab is pursuing the path to reusability. Neutron will not only be a carrier for larger satellites and national security missions - it will fly regularly, efficiently and reliably. The necessary infrastructure for this is now being created. And it all seems well thought out, realistic and designed for scaling.

It remains to be seen whether the market will price this in in the short term - but strategically it is definitely a strong signal. 🚀😎

June was probably my strongest month so far this year with 28.67%.

Let's see how things continue in July. It also looks satisfactory so far.

$RKLB (-0,27 %)
$XLY (-11,26 %)

Mainly because of $RKLB, (-0,27 %)
$9984 (-1,76 %) and $8035 (-1,05 %)

😭 Every time I see the $RKLB (-0,27 %) course I could slap myself in the face

I have been invested in $RKLB (-0,27 %) since €20.11 and am pleased with the strong performance today. With the tailwind from the "One Big Beautiful Bill" program (USD 150 bn for Defense & Space) and the official release of the SDA satellite designs (CDR ✅), the stock is going up strongly today.

🔭 Production of the 18 satellites is starting - and Rocket Lab is right in the middle of it instead of just being there. Whoever delivers reliably here could establish themselves in the defense industry in the long term.

💸 And as a bonus: The USA allows 100% immediate depreciation for R&D expenditure until at least 2029 - a real boost for cash-intensive projects such as Neutron & Co!

And who knows - maybe that's exactly why they haven't pushed ahead with the launch yet... 🤫😏

💼 New orders? Very possible.

🚀 Neutron launch? End of the year.

📊 Next earnings? In August.

I'm staying invested for the long term 🫡 - and keeping my eyes open for upcoming milestones. Just look forward to today and be excited about what's to come. 💪🚀🛰️

With the signing of his "One Big Beautiful Bill", Donald Trump has launched a USD 150 billion program for new defence spending - including investments in space projects: Early warning systems, satellites, communication networks.

➡ $RKLB (-0,27 %) is already a prime contractor with 18 satellites for the Space Development Agency's (SDA) Tranche 2 Transport Layer Beta program.

Now it's getting exciting:

✅ The design of these satellites was officially accepted a few days ago (Critical Design Review = passed).

Rocket Lab is now starting series production - the aim is for all satellites to be completed and ready for launch by 2026/2027.

✅ Whoever delivers here, as planned and reliably, can hope for follow-up orders - and this is precisely Rocket Lab's chance for another slice of the "defense pie".

➡ The majority of the budget goes to giants such as Lockheed Martin, Raytheon and Northrop. But with this project, Rocket Lab is well positioned to get at least a slice.

What counts now: on-time production + first Neutron launch = opportunity for new satellite and launch orders. 🚀

On Friday $RKLB (-0,27 %) made the leap into the Russell 1000 Index. The company is now one of the largest 1000 listed US companies. 🥳

For investors, this means that large funds and ETFs (such as the iShares Russell 1000) now have to include the share - creating additional demand and greater visibility on the market. An important step that strengthens the confidence of institutional investors and brings Rocket Lab further into focus.

📈

Strong start to the week for Rocket Lab

Here in Germany and Europe, the share started trading this morning with a rise of around +3%. This shows that the inclusion in the index and the last successful missions have been well received.

I am now curious to see what will happen after the US stock market opens - whether Rocket Lab can carry the momentum with it or whether profit-taking will come in first.

🔭

My conclusion

Rocket Lab has developed strongly in recent months. The inclusion in the Russell 1000 is another positive sign - now it's time to take advantage of the opportunities with Neutron and defense contracts. If everything goes as planned, it will soon be: next stop, orbit. 🚀 💫

$KSB (+1,96 %)
$NU (-1,17 %)
$RKLB (-0,27 %) and $7974 (-0,97 %) have pushed my portfolio so much this week that I am now about 0.5% away from my big milestone.

Will it happen today?

Probably not, but who knows. It's been a crazy week somehow.

Crate of beer is cold. I just don't like champagne.

Edit.

Not $7974 (-0,97 %) but $GS (-0,71 %) 😉