Cathie Wood Says $RKLB Has an "Incredible Opportunity" Ahead

Cathie Wood thinks Rocket Lab ($RKLB) has an "incredible opportunity" ahead, as major changes in space create room for new winners as the industry scales.
- As SpaceX shifts focus from Falcon 9 toward Starship, Wood thinks that transition could open a major opportunity for Rocket Lab
- After recently meeting founder Peter Beck in New Zealand, she says his conviction strengthened ARK's own confidence in the company
- She also expects more private space and AI companies to go public as opportunities like orbital data centers, neoclouds and frontier AI models require more capital