Rocket Lab USA: A Space Economy Powerhouse
"What"s wild about this company is it was a 5 billion market cap last year, just 12 months ago. Now it is a 25 billion market cap. It"s up over 500% in a year. A lot of people think that when a stock goes up 500% it can"t double, triple, quadruple from here. This one absolutely can. Rocket Lab USA is creating AI chips, deploying satellites, and driving cost down with 3D printed engines. They have a billion dollar backlog, 36% revenue growth year-over-year, and key partnerships with NASA, US Air Force Space Command, and DARPA."
Keith discusses Rocket Lab USA as a standout player in the space economy, emphasizing its explosive growth, impressive backlog, and strong institutional partnerships. He outlines the company"s diversified technological initiatives—from AI chip creation to innovative space manufacturing—as key drivers behind its bullish outlook.
Rocket Companies Impacted by FTC Lawsuit Over Zillow Partnership
"Rocket Companies is down about 3.8% today after the FTC sued to block a partnership between Zillow and Rocket Companies, citing concerns that the deal would reduce competition and drive up advertising prices."
Regulatory pressure emerges as the FTC moves to block a deal between Rocket Companies and Zillow, leading to a noticeable decline in Rocket Companies' stock price. The legal intervention highlights potential headwinds regarding market competitiveness and regulatory risks in the real estate listing sector.
Watch Rocket Companies for Long-Term Mortgage Market Strength
"The one I7m watching, Rocket Companies, a company I recommended recently in one of our services, is about to become the largest mortgage servicing company in the world with its Mr. Cooper acquisition closing at the end of the year. There7s a lot of sticky, recurring, high margin revenue there."
Speaker 04 points to Rocket Companies (ticker RKT) as a noteworthy play in the mortgage sector. With the anticipated Mr. Cooper acquisition, Rocket Companies is expected to capitalize on recurring, high-margin revenue in the mortgage servicing space, making it an appealing opportunity for investors with a long-term focus.
Trade Rocket Mortgage for Refinance Upside
"Rocket Mortgage, trading around $21 with a display near $19 earlier, could reach about $28 if mortgage rates drop to 5%."
The speaker outlines a trade opportunity in Rocket Mortgage (assumed ticker from Rocket Companies) by highlighting its recent price movement and a potential catalyst: lower mortgage rates leading to refinancing increases, with a target price around $28.
Rocket Company's Acquisition as a Catalyst for Growth
"For me, Rocket Company's ticker symbol RKT is a big one I'm watching. During the low rate years, in 2020-2021, Rocket's refinancing volume was more than four times what it is today. Not only that, but Rocket just acquired Redfin, which strengthens its market position as it can use Redfin as a marketing funnel for both purchasing and refinancing loans."
Rocket Company (RKT) is highlighted due to its acquisition of Redfin and its historical refinancing volume, suggesting the company is uniquely positioned to benefit from renewed mortgage activity and a more active real estate market.
Trade Call for Rocket
"Rocket. If the stock holds over $15, it will move higher. The four-hour algorithm had you buy at about $19.94, with targets around $21 and then $27."
A clear trade recommendation for Rocket is provided, with an entry around $19.94 and specified targets at $21 and $27, contingent on the stock maintaining support above $15.