Jul. 1 at 11:11 PM
Spectrum is becoming the real long-term asset in space.
$RKLB is now being framed beyond launch services, moving toward full-stack space infrastructure.
The Iridium angle (via
$RKLX mention) highlights L-band spectrum, a globally coordinated asset that can’t realistically be rebuilt from scratch. Same trend we’ve seen with Globalstar and EchoStar spectrum deals.
Iridium NTN Direct adds another layer: direct-to-device connectivity using existing satellites, more software/standards driven than hardware expansion.
That shifts the story from “rocket company” to space + connectivity infrastructure.
Technically,
$RKLB is sitting near the 200-day SMA, a key level that has historically triggered strong reactions.
Narrative + technical support zone coming together here.
Space is slowly evolving from hardware cycle to spectrum monetization.
