The upside potential for $EOSE is literally massive. Price is currently sitting right in my long-term trend reversionzone, and if this works out we could see this stock 10x in a very short time. One of the best looking technical setups in the market right now. Demand is already proven to be there, over $800m backlog should make this a no brainer. The real risk is the capacity buildout. Just like $FLNC, $EOSE has problems scaling and operating production facilities efficiently. However, if this gets resolved, $EOSE could turn into one of the best performing stocks over the next 12 months. For me personally this is a risk I'm willing to take.

$RKLB upside really starts when Neutron works because that’s what turns Rocket Lab into a much larger end-to-end space platform. Piper Sandler models Neutron scaling from zero launches today to 11 annually by 2030 helping drive revenue to ~$2.5B with 31% EBITDA margins which shows how much earnings leverage comes with getting that rocket to scale. I actually think the bigger opportunity is what comes after launch because Space Systems still remains the larger business throughout the forecast while Neutron gives Rocket Lab a lower-cost way to deploy its own constellations and eventually move deeper into the much larger space services market.