- Neutron slips into 2027 after tiny voids appeared in thicker carbon-composite dome sections; the author sees a fixable manufacturing issue, not flawed architecture.
- Rocket Lab will not set a new launch date until Q1 stage-one testing; the author expects mid-2027 or later, delaying the key near-term rerating catalyst.
- Space Systems generates ~80% of revenue and backlog is ~$2.4B across satellites, components, spacecraft, and government programs, reducing reliance on immediate Neutron revenue; the author expects punishment but is buying RKLB for the next decade.
Investment pitches
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