
Mqrket spent the last week selling $RKLB down to $51 over the Neutron push to 2027. Meanwhile, the core business has a completely different problem: clearing a massive line of paying customers. Rocket Lab’s bottleneck right now is testing and pad throughput, not demand. Look at the actual numbers behind this new test facility: ▪️100+ launches sitting in the backlog (boosted by the 20-launch ▪️Synspective deal locked in on Sept 30) ▪️97 missions flown to date, with 18 already in the books for 2026 ▪️$2.36B+ total backlog (+137% YoY) and $2.13B in cash on the balance sheet Expanding static fire capacity for Electron and HASTE means faster turnaround times, higher annual launch cadence, and quicker revenue conversion while we wait for Neutron Stage 1 testing in Q1. With Q3 earnings coming up on Nov 9 ($250M–$265M revenue guide), the core engine is running hot. https://t.co/dpatqsEUXy