Cathie Wood Sees Falcon 9 Phaseout Creating Opportunity for Rocket Lab

Cathie Wood says the eventual phaseout of Falcon 9 could create an "incredible opportunity" for $RKLB as SpaceX shifts more launch capacity toward Starship.
If $SPCX increasingly becomes its own largest customer, third-party satellite operators could need additional medium-lift launch alternatives.
Rocket Lab's Neutron could emerge as one of the major beneficiaries if it can provide reliable capacity as the launch market transitions beyond Falcon 9.