$RKLB @RocketLab Rocket Lab was very busy this week. People probably didn't notice because it was mostly space systems and Rocket Lab doesn't make announcements on Space Systems components launching on other companies. Here are some highlights from the week:

I started buying $RKLB in 2021 around $15-$16 (people forget it was that high back then). It promptly began tanking, but the more I read about the company the more I became enamored with it. A market cap of a few billion for a company with dozens of successful orbital launches and a growing business line making components and satellites for other space companies? It seemed WAY too cheap and just didn’t make sense to me, so I kept buying. Transparently, my salary at the time was something like $80k - I didn’t have endless amount of cash to throw at whatever stock I wanted, but I was able to save and had some disposable income to take “riskier” investments with. By the time $RKLB had fallen to the $4 range I already had a couple thousand shares and it was tough for me to get my average cost down, but I just kept buying. I was probably down 50% or more for over 12 months during that time. Understand, I wasn’t on twitter at all and I wasn’t nearly as focused on investing as I am now. I was in my own little bubble with a few friends that were into stocks and we’d share some ideas, etc., but I wasn’t constantly reading people trashing the stock everyday - not sure if that was happening back then but it certainly happens now with stocks like $ONDS and others. Time passed. In 2024 the stock began to recover. I realized that out of all the names in my portfolio, I had the highest conviction in $RKLB and even other popular names like those in the Mag 7 had less clear futures to me. $RKLB was still very cheap and the opportunity I saw laid out before me seemed life changing, so I ended up selling almost everything else I had and rolling it all into $RKLB. I didn’t even really see it as a risk. The stock seemed to be sitting at a multi-year floor and I had no doubt it would at least double. I couldn’t say the same for other names in my portfolio. I ended up having 5,125 shares at something like a $9.75 cost basis (approximately). The rest is history. I’ve trimmed 1,000 shares since then but my conviction has only grown stronger! Just want to secure some profits chase other great opportunities. (Not financial advice 😅)

$RKLB launch count only grows ~3x by 2030 but launch revenue grows ~5x to $1.3B because Neutron is worth WAY more per flight than Electron. Whats wild is that just 13 Neutron launches at ~$55M each could drive more than half of launch revenue while making up less than a fifth of total flights. If that ramp works then launch alone would exceed company’s entire current revenue run rate while Space Systems builds the satellites Neutron can carry letting Rocket Lab capture both the hardware and the ride.

$ONDS launched Dronebuster REACH, extending its counter-UAS electronic attack capabilities to longer-range engagements. The first system is under contract for the U.S. Office of Naval Research and will support counter-drone research, evaluation and testing.

Ondas Capital was on the ground at the MC&IG Live Capability Demonstration at the WITU Test Range in Poland on 1 October. The event brought together companies and defense stakeholders for a full day of live testing and field demonstrations across a broad range of capabilities: from unmanned ground systems and counter-UAS technologies to ballistic protection, advanced materials, signature management and other field-ready solutions. For Ondas Capital, events like this are an important opportunity to see technologies outside the exhibition hall, engage directly with the teams behind them, and better understand how solutions perform in real-world conditions. James Acuna and Adam Kapitan Bergmann represented the Ondas Capital. Thank you to Przemysław Kerczuk, Maciej Winnicki, Mateusz Klimiuk for bringing the community together, and to the participating companies, including CNT Plus for the demonstrations and conversations throughout the day. #OndasCapital #DefenseTechnology #UnmannedSystems #CounterUAS #DualUse #DefenseInnovation #Poland

$RKLB: According to B. Riley, Rocket Lab partnering with Equatys could be a much bigger threat to ASTS than Rocket Lab competing alone. Equatys is building a shared D2D infrastructure model, where multiple operators share satellites and ground infrastructure to lower the cost of capacity. Now add Rocket Lab. Rocket Lab could bring spectrum from Iridium, satellite manufacturing, launch capability and eventually Neutron to the platform. Instead of another competitor building its own constellation, you could have a scaled, lower-cost D2D infrastructure platform with multiple MNOs sharing the economics. That is the B. Riley concern. They think the risk to ASTS is that the D2D market becomes more competitive on price before ASTS can fully monetize its technological advantage.

Rocket Lab $RKLB | 2026 Signings 🚀 So far in 2026, Rocket Lab have launched 18 times. During the same period, Rocket Lab have signed another 77+. Here is an updated look at the number of announced launches signed through 2026 (so far)... 7 Neutron, 30+ Electron, 40+ HASTE 🚀

Rocket Lab $RKLB | Backlog 🚀 With $2.4B in backlog as of Q2-end, less Q3's guided mid-range of $257.5m, plus $950m+ of bookings through Q3, Rocket Lab's backlog has now exceeded $3B for the first time - up 29% QoQ, or 178% YoY 📈 Long $RKLB 🚀

Another successful launch of an @OndasHoldings Stratollite from Spaceport Tucson!

$RKLB - Stifel reiterates $132 price target on Rocket Lab and maintains buy rating

In real-world operations, USVs serve two primary missions. The first is intelligence, surveillance, and reconnaissance: watching from 5 to 500 kilometers out, tracking which ships are moving and where. The second is more direct: a #USV loaded with explosives, sent into a target, to damage or disable it. Ukraine's use of unmanned surface vessels to locate and strike Russian warships in #Crimea is the clearest example of both missions in practice, used first to find, then to hit targets that would otherwise put a crewed vessel and its crew at risk. This is what "battlefield tested" means: operational value confirmed under real conditions. For Ondas Capital, proven operational performance is the starting point: from demonstrated demand to scalable production, broader adoption, and sustainable growth. #OndasCapital #USV #UnmannedSystems #MaritimeAutonomy #MaritimeSecurity #AutonomousSystems #MaritimeTechnology #DefenseTechnology #DualUse #NavalInnovation #Europe #Ukraine

📢 Looking back on this milestone. Our strategic combination with @OndasHoldings wasn’t just a transaction. It has been our journey to a wider audience, stronger credibility, and real momentum across the defence industry. It enabled the next phase of Rotron’s growth as a global provider of long-range autonomous defence systems — and that next phase is now underway. A major step in our evolution, strengthening our ability to deliver scalable, mission-critical unmanned and autonomous capabilities to customers across the UK, NATO and allied markets. The work continues. hubs.li/Q04ydm580 #OndasInc #DefenceIndustry #UKDefence #sovereignCapability