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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

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