u/sunol1212

This note was part of KeyBanc's price target of $135

“Last Friday’s record-setting SpaceX IPO sent ripple effects across our coverage of space-centric equities, with the sector selling off sharply on IPO day and over the weeks leading up to it,” Leshok wrote. “We think this is unwarranted and largely systematic in nature, as funds make room for the space behemoth.” 

Barrons article behind paywall or with Apple News+
https://www.barrons.com/articles/rocket-lab-firefly-stock-price-upgrade-db4af93c

Likely behind a paywall, but didn't want this to get lost in the daily discussion:

>Indeed, Rocket Lab could make bigger rockets if space-based artificial intelligence takes hold and demand shifts toward moving ever larger amounts of stuff into orbit, finance chief Adam Spice said. That would make it an even closer competitor to SpaceX.

>The company could even build and operate space data centers as part of a vertical-integration strategy it is pursuing. “We would much rather be building out our own data centers in orbit and leasing that capacity out to customers rather than just building something for them,” Spice said.

I believe these are quotes from Adam Spice directly to the author, and the first I've read/heard them mentioning both a bigger rocket than Neutron and building their own Data Centers. Felt notable.