Rocket House

The home for $RKLB and other space investors

[Rocket House @rocket__house]

$RKLB OUTLINES PLANS FOR A MUCH MORE POWERFUL $IRDM NETWORK

- Reinvest the savings from the deal into the Iridium network
- Speed up a next-gen constellation with 20x more beams per satellite

More beams means each satellite can serve far more users at once

Source: Oct 30 FCC filing

[Rocket House @rocket__house]

🚨 BREAKING: $RKLB RESPONDS TO $SPCX & LIGADO IN NEW FCC FILING

In an Oct 30 joint filing, Rocket Lab and $IRDM push back on both companies' concerns:

- Both disputes existed before the deal and are already being handled in other FCC proceedings, not the merger
- No one identified any harm caused by the deal itself so the FCC should approve it soon

SpaceX and Ligado can reply by Nov 9

[Rocket House @rocket__house]

🚨 $RKLB HAS UNTIL THIS FRIDAY TO RESPOND TO FCC CONCERNS RAISED BY $SPCX AND $ASTS PARTNER LIGADO

Both companies filed letters questioning Iridium's conduct toward competitors:
- SpaceX raised concerns about Iridium's demands for shared Ka-band spectrum coordination
- Ligado accused Iridium of using FCC proceedings to delay competing satellite services

Upcoming FCC deadlines:
- Oct 30: Responses due
- Nov 9: Replies due

Neither filed a formal petition to deny the acquisition. Rocket Lab and Iridium can respond, but are not required to.

Interesting to see if they address these allegations.

[Rocket House @rocket__house]

$RKLB NEW NAME? “RL SPACE”

[Rocket House @rocket__house]

$RKLB $SPCX $ASTS

FAA: MORE NEW GLENN LAUNCHES COULD DISRUPT UP TO 242 FLIGHTS AN HOUR

Comments for Blue Origin's plan increase New Glenn launches close tonight, Oct 30

I went through the FAA draft review and found some interesting estimates:

- Each launch closes airspace for 30 minutes to 4 hours, affecting 9 flights an hour overnight and up to 242 an hour at peak times
- Affected flights would be delayed about 30 minutes on average and up to 4 hours
- Up to 292.5M gallons of water a year, about 4% of what Cocoa's water system processed in 2025
- About 15,000 propellant truck deliveries a year

[Rocket House @rocket__house]

$SPCX $RKLB $ASTS

🚨 FAA REVIEWS BLUE ORIGIN'S PROPOSAL TO INCREASE NEW GLENN LAUNCHES FROM 12 TO 50 PER YEAR!

- 12 to 50 launches per year, 4x launch capacity
- up to 100 static-fire tests per year

The hearing is Oct 22 and public comments close Oct 30

[Rocket House @rocket__house]

$RKLB NEUTRON'S FIRST FLIGHT HARDWARE IS NOW AT THE PAD

- The thrust module is on the launch mount for pad connection and propellant tests
- Next for Stage 2: cold-propellant tests, practice fueling runs, then an engine install and static fire

Great progress update!

[Rocket Lab @RocketLab]

Neutron’s Stage 2 and Thrust Module have arrived to Launch Complex 3 – another major step forward for the team that brings us closer to Neutron’s debut.

[Rocket House @rocket__house]

$RKLB $SPCX $ASTS

WHAT A DIABOLICAL DAY….📉

[Rocket House @rocket__house]

$RKLB $SPCX

FAA: ONE OPERATOR'S 6 LICENSE CHANGES TOOK 10,747 HOURS OF FAA REVIEW

Very interesting information I found in an Oct 5 FAA proposal about speeding up launch licensing:
- One operator's 6 license changes took 10,747 FAA hours in a year, and another 13 took 6,846
- The FAA gets about 35 license change requests a year, 179 over the past 5 years
- The fix: launch companies would file three of their safety explanations once for the whole analysis instead of repeating them for each method. Safety standards don't change

Comments due Nov 4

[Rocket House @rocket__house]

$SPCX $PL $RKLB

BREAKING: GOOGLE'S AI SATELLITE SENDS ITS FIRST AI RESPONSE FROM ORBIT

- Its Project Suncatcher prototype ran Gemma 4 on a Google TPU in space this week, a first for a data center-class chip
- The first prompt asked for a haiku about space and it replies: "Blue marble below / Data streams in silent grace / Starlight feeds my core"
- Built with Planet Labs and launched Oct 1 on SpaceX's Transporter-18 rideshare

[Rocket House @rocket__house]

$RKLB $SPCX

QUILTY SPACE: THE WORLD IS ABOUT 150 ROCKET LAUNCHES SHORT THROUGH 2030

- About 150 fewer launches than demand needs through 2030, and the gap can double once US military demand is added
- 2028 is expected to be the worst year, and relief may not come until the late 2030s
- SpaceX is expected to wind down commercial Falcon 9, and Telesat's CEO says Starship will put SpaceX's own satellites and the US government first

"They’ll focus on the deployment of their own satellites and their own requirements" - Telesat CEO

Great opportunity for Neutron 👀

[Eric Berger @SciGuySpace]

The launch crisis is real, analysts say. Also, some interesting comments from Telesat’s CEO on whether Starship will launch commercial satellites.

https://t.co/RokmysHb9Z

[Rocket House @rocket__house]

$RKLB WANTS THE FAA TO RELAX FLIGHT RESTRICTIONS TO REACH MORE ORBITS

In its Oct 26 letter to the FAA, RKLB says that existing flight-path restrictions limit which orbits rockets can reach from today's launch sites:

- Rockets can't fly over certain areas, including other countries
- So operators either skip those orbits or fly detours that burn fuel and cut how much they can carry
- Rocket Lab wants the FAA to rethink these rules, including exemptions for highly reliable rockets

Fewer no-fly zones = the same launch site can sell to more customers and launch more often, without building new pads

(These are proposals, not approved changes)

[Rocket House @rocket__house]

$RKLB $SPCX

BREAKING: VANGUARD DISCLOSES A 5.11% STAKE IN $ASTS

- 15.3M Class A shares, worth about $640M at $41.73
- Up 2.8M shares since Jun 30, from 4.18% to 5.11%
- Stake as of Sep 30, per a 13G filed today

[Rocket House @rocket__house]

$RKLB $ASTS

$SPCX STARLINK MOVES TO "DYNAMIC PRICING" FOR HOME INTERNET

Starlink emailed customers on Oct 29:
- Prices are reviewed roughly every quarter and can go up or down
- Current pricing ranges from 20% below to 20% above list prices
- The Max plan is $156 in Rolla, MO but $104 in Marysville, KS
- Changes hit existing customers' bills starting Nov 30

[Rocket House @rocket__house]

$RKLB FILES A SECOND GAO PROTEST IN ITS FIGHT OVER NASA'S $700M MARS CONTRACT

- New filing on Oct 23 + decision due Feb 1, 2027
- First protest filed Sept 11 + decision due Dec 21
- Grounds of the new filing haven't been disclosed

[Rocket House @rocket__house]

$RKLB'S FIGHT OVER NASA'S $700M MARS CONTRACT IS STILL OPEN

- NASA selected Blue Origin to develop and operate its Mars Telecomms Network on Sept 1 and Rocket Lab challenged it on Sept 11
- according to the GAO docket, the current status is still open and decision is due on Dec 21
- if GAO sustains its protest, it could recommend that NASA reconsider its award decision

56 days until deadline!

[Rocket House @rocket__house]

🚨 $RKLB WINS $36.8M NEW NASA CONTRACT TO FLY GDC TRAILBLAZER

A federal contract record dated Oct 28 shows:
- $28.9M funded now, up to $36.8M potential value
- Current contracts runs through Dec 31, 2027
- NASA paid Rocket Lab, Loft Orbital and Tyvak to study mission concepts in May. RKLB ends up being the one that wins the flight order

The mission will study Earth's upper atmosphere and space weather, which can affect satellites and communications

[Rocket House @rocket__house]

🚨$SPCX CURSOR HIT BY MALICIOUS EXTENSION ATTACK, UP TO 5,000 USERS AFFECTED

On Oct 29, Cursor disclosed a security breach involving a fake Claude Code extension
- Up to 5,000 users potentially affected
- Malicious extension was available for 11 hours
- Attackers tried to steal device information and install a backdoor

The incident has been contained by Cursor shutting down its extension marketplace

[Rocket House @rocket__house]

$RKLB $SPCX $ASTS

ALL BIG SPACE NAMES DROPPING PRE-MARKET🤯

RKLB: -6.6%
SPCX: -4.13%
ASTS: -5%

[Rocket House @rocket__house]

BREAKING: $MDA LANDS AN IRIS² ANTENNA DEAL FOR EUROPE'S STARLINK RIVAL

MDA Space will build the digital antennas for the first 66 IRIS² satellites under a deal with Thales Alenia Space, worth more than $100M

- The 66 "Layer 1" satellites are scheduled to launch in 2029
- The $100M+ agreement will enter MDA's Q4'26 backlog
- MDA has authorization to begin work, but the definitive contract covering its full scope is still being finalized

[Rocket House @rocket__house]

$RKLB $SPCX

AMERICA'S BIGGEST AIRLINES WANT LIMITS ON ROCKET LAUNCH CORRIDORS

In an Oct 26 letter to the FAA, Airlines for America (Delta, United, American, and more) warned that rising launches will cause "serious impacts" to their operations

The group wants the FAA to:
- Schedule launches when air traffic is low
- Keep corridors closed to planes for only minutes at a time
- Vet new spaceports for flight disruptions, including Shiloh, Camden and Puerto Rico
- Write corridor rules that reward launch companies for minimizing disruption
- Map debris danger zones in near real time when a rocket breaks up

This comes as SpaceX pushes for automatic airspace approvals and priority access to support up to 10K launches a year

(These are recommendations to the FAA not approved rules)

[Rocket House @rocket__house]

$RKLB’S NEW ROBOTIC ARM COULD EVENTUALLY LET SATELLITES REPAIR THEMSELVES IN SPACE

This robotic arm has:
- 7 independently controlled joints for precise movements
- Can “walk” across a spacecraft
- Designed to use tools autonomously and manipulate spacecraft components

The tech comes from Motiv Space Systems (acquired in May’26)

Now instead of replacing an entire satellite when something, operators could eventually use robotics to repair it in orbit

[Rocket Lab @RocketLab]

Giving future space missions a leg up. Or an arm, rather.

Rocket Lab Robotics developed a robotic arm with @NASA that can walk across spacecraft, use tools, and perform repairs and upgrades in orbit.

It launches on NASA's Fly Foundational Robots mission in late 2027. https://t.co/G9jf2fx4KD

[Rocket House @rocket__house]

$RKLB $SPCX $ASTS

WHAT THE FCC'S NEW SATELLITE-TO-PHONE PROPOSAL WOULD ACTUALLY CHANGE

The FCC is proposing three changes

1. More spectrum available
- Add 482 MHz across 8 additional frequency bands
- Expand eligible bands from 5 to 13

2. Easier agreements with mobile carriers
- The proposal would allow agreements with carriers covering only the specific areas they want to serve, without requiring traditional spectrum leases

3. Operators could use spectrum they own
- Satellite companies holding eligible terrestrial spectrum licenses could use them without leasing from another carrier

Major mobile carriers are pushing back, saying that two of the bands could interfere with their 5G networks

[Rocket House @rocket__house]

$RKLB $SPCX $ASTS

🚨 BREAKING: FCC VOTES TO ADVANCE NEW SATELLITE-TO-PHONE RULE PROPOSAL

"The Notice of Proposed Rulemaking adopted today proposes regulatory changes to promote more flexible terrestrial, satellite, and hybrid business arrangements and incentivize high-quality D2D service for the benefit of consumers" - FCC

This is a proposal, not final rules. Public comment comes next