SpaceX offers a better setup than Rocket Lab into Rocket Lab's earnings, and Rocket Lab is arguably not the better company. A strong Rocket Lab quarter should lift SpaceX in sympathy, while a miss would most likely hurt SpaceX less. x.com 

Rocket Lab's bullish setup is reinforced by a $400K buyer of May $90 calls. A weekly-chart projection the author replies to shows the stock pulling back into a major wave 2 after its prior impulse delivered over 100% in under 1.5 months. x.com 

Nebius, AST SpaceMobile, Ondas and Rocket Lab are worth buying now that the Fear & Greed Index has hit Extreme Fear again, as panic is when smart money accumulates. Over the past year, buying at Extreme Fear worked: April 2025 returned 13.6% in a month and 25.7% in three, and October 2025 returned 1.3% and 4.6%. x.com 

Redwire's new $500 million at-the-market offering, a large dilution for a $3.5 billion company, shows CEO Cannito can't be trusted to be financially disciplined. Redwire has good technology, and AE Industrial Partners' exit helps, but management has hurt shareholders many times. Per its filing, proceeds may fund working capital, debt repayment, acquisitions and R&D. x.com  x.com  x.com