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. 💪🚀🛰️
