In short: An in-line-to-slightly-ahead print: Q2 26 revenue $234M against $231M expected, +62% y/y, and "Stifel reiterated a buy on Rocket Lab." No house view attached this week.
Full passage: premium transcript (PDF).
In short: Rallied ~8% on its own $8B acquisition of Iridium — an unusual acquirer-up reaction, because the market read it as taking out a competitor in orbital telecom.
Full passage: premium transcript (PDF).
In short: A component of Thomas's equal-weighted space-stock index, which is down an average -32% from its 28-May peak (-12% Friday) — buy-the-rumor-sell-the-fact around the SpaceX IPO, plus some selling of SpaceX proxies to buy SpaceX itself. Observational; sector longer-term bullish.
These ten are the publicly traded "space stocks" investors had been buying as proxies for the space theme (and as a way to bet on the SpaceX IPO). As a group they ran up hard into late May, then crashed — down about a third from their 28-May peak, including a 12% drop on the very day SpaceX listed. Thomas explains it as classic "buy-the-rumor, sell-the-fact": people bought ahead of the big IPO, then sold once it actually happened — and some sold these proxies specifically to buy the real thing, SpaceX (SPCX), instead. He's describing the crash, not making individual calls on these names; his bigger-picture view is that the SpaceX listing should be good for the whole space sector over time even if the ride is bumpy. The same plain-English read applies to every component (LUNR, RDW, VOYG, ASTS, PL, FLY, SPIR, BKSY, SATS).
In short: #7, +179.5% — end-to-end space infrastructure, not just launch. "It launched more rockets than ever before and successfully placed satellites into orbit," and won "a massive contract of about $816 million to build satellites for the U.S. Space Development Agency." The quality-adjacent argument offered is customer type: government and defence demand "is usually very stable and likely to last for years."
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Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.