Schwab Network on $RKLB (Nov 6, 2026)
Rocket Lab is well-positioned to build and deploy space infrastructure if that buildout occurs, which the speaker thinks it will, though unlike SpaceX it would not sell its own products. The speaker really likes the company even though it has not performed as expected this year and has suffered a recent blow.
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but Rocket Lab is a name where we're discussing that 'not in my backyard' or political issue of data centers. If we can build infrastructure in space as Elon Musk says, companies like Rocket Lab are well-positioned to do so.
And you know, the difference between Rocket Lab and SpaceX is that, in addition to the trillion-dollar valuation, SpaceX sells their own products. Rocket Lab will help you build and deploy infrastructure in space.
If that's the case, which I think it will be , then this is a company that hasn't performed as expected this year. It has suffered quite a blow in the last few days. This is a company I really like.
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