SpaceX is mentioned as a leader in the space industry, currently operating in the cloud hyperscaler business, and is in a league of its own compared to Rocket Lab.
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The 10x Case for This Stock Just Got a Lot Easier to Make
Jun 29, 2026
The creator revisits Rocket Lab (RKLB) as a potential 10x opportunity, highlighting a recent $8 billion acquisition of Iridium. This acquisition is seen as a significant step towards Rocket Lab becoming a vertically integrated space powerhouse, enhancing its launch capabilities, satellite manufacturing, and global communication services. Despite current unprofitability, the deal is expected to accelerate the path to profitability and unlock new growth opportunities.
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Iridium's acquisition by Rocket Lab is seen as a positive development, bringing significant revenue and high-margin cash flow to the combined entity.
Micron (MU) is noted as being down 3.2% today, despite being a large company.
Rocket Lab (RKLB) is presented as a strong 10x opportunity following its $8 billion acquisition of Iridium, which creates a vertically integrated space powerhouse.
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RKLBbuy opened Jun 29, 2026
-31.70%