TLDR Rocket Lab's $8B (https://www.cnbc.com/2026/06/29/rocket-lab-buys-iridium.html) signals institutional capital is rotating from pure-play launch providers into satellite-enabled infrastructure plays—same thesis driving defense spending on counterdrone and laser tech. PLAIN_ENGLISH When acquisition premiums get this aggressive ($54/share for Iridium), the buyer sees more upside in owning the satellite network than operating launches separately. Rocket Lab buyi

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