$RKLB I think it was one the best moves ever to remain strategically vague about the space application business. That way the market is pricing in SpaceX like adoption. As long as they don’t announce anything, there will always be AST like expectations. Quite clever and something I clearly missed when I sold.
My own view is that Rocket Lab’s real application will be space based datacenters where they are well positioned, but the market is already pricing in this today even though there is no meaningful path in commercial satcom. Interesting to see how this develops!