EPISODE · Jan 25, 2026 · 51 MIN
Rocket Lab Weekly 120
from MattMoney Podcasts · host MattMoney
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) Intro(01:05) Redwire (RDW) analysis; potential to double in price.(03:41) SkyWater (SKYT) discussion; "Golden Dome" defense play and rad-hard chips.(10:32) Neutron stage 1 tank rupture; "material event" but not catastrophic.(14:06) Tank failure theory; likely missed safety margin (110-120%) testing.(20:18) Escapade mission profile and trajectory to Mars.(24:49) Mars Telecommunications Orbiter; Rocket Lab listed as a competitor.(34:34) 2026 Prediction; ~26 launches total, potential Neutron launch in Nov.(37:42) Neutron sales prediction; ~5 contracts signed in 2026.(37:57) M&A prediction; Rocket Lab possibly acquiring up to 3 companies.(42:15) Investment strategy; trimming for risk vs. holding for the 2030s.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
What this episode covers
Keep up using the 24/7 Market Chat Lounge - https://www.youtube.com/@UCBRoQv4gWI4ShrtAwwKrFVQ (00:00) Intro(01:05) Redwire (RDW) analysis; potential to double in price.(03:41) SkyWater (SKYT) discussion; "Golden Dome" defense play and rad-hard chips.(10:32) Neutron stage 1 tank rupture; "material event" but not catastrophic.(14:06) Tank failure theory; likely missed safety margin (110-120%) testing.(20:18) Escapade mission profile and trajectory to Mars.(24:49) Mars Telecommunications Orbiter; Rocket Lab listed as a competitor.(34:34) 2026 Prediction; ~26 launches total, potential Neutron launch in Nov.(37:42) Neutron sales prediction; ~5 contracts signed in 2026.(37:57) M&A prediction; Rocket Lab possibly acquiring up to 3 companies.(42:15) Investment strategy; trimming for risk vs. holding for the 2030s.Listen on Spotify! https://open.spotify.com/show/2Ec5vVMYoTlywC4n55uYXY?si=Xf22wcaCTouyRddJ-dqc0gJoin Matt's Patreon - https://www.patreon.com/MattFarleyTWITCH - https://www.twitch.tv/realmattmoneyLatest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763712-rocket-lab-its-actually-rocket-scienceLatest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769494-alphabet-im-nibbling-hereFollow me on twitter - https://twitter.com/RealMattMoneyThe streaming channel - https://www.youtube.com/@CashflowChroniclesTVFollow Vince - @vinceisbullish Follow Scott - @scotto2050 Follow Dave - @daveginvesting Follow Rocket Lab - @RocketLabNZ 🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/4641449770483712
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Rocket Lab Weekly 120
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