RKLB Surges +400% in 12 Months: Why SpaceX & Rocket Lab Own the Space Race

💡 The Two Arguments for $Rocket Lab (RKLB.US)$ Valuation Premium:

– The Launch Moat: 142 attempted, only $SpaceX (SPCX.US)$ & $Rocket Lab (RKLB.US)$ survived.

– The Bubble Filter: While others raise millions on paper, $Rocket Lab (RKLB.US)$ delivers end-to-end execution:>$200M quarterly revenue, $2.2B backlog, and 30% of all objects sent to space last year carry their logo.

✅ Direct Space Plays:

$SpaceX (SPCX.US)$/ $Leverage Shares 2X Long SpaceX Daily ETF (SPCH.US)$ - IPO on 12 June

$Rocket Lab (RKLB.US)$ - only US-listed orbital launch company; +400% past 12M, backlog $2.2B

$AST SpaceMobile (ASTS.US)$ satellite broadband with real product; +200% past year

$Redwire (RDW.US)$ - space infrastructure supply chain

$Kratos Defense & Security Solutions (KTOS.US)$ - ARK bought $6M May 29; real DoD contracts

🎯 Space ETF Exposure:

$ARK Space & Defense Innovation ETF (ARKX.US)$ - holds $RKLB

$Procure Space Etf (UFO.US)$ - broad commercial space

$Spdr Series Trust S&P Kensho Final Frontiers Etf (ROKT.US)$ - SPDR Kensho Final Frontiers ETF

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