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Rocket Lab stock is bouncing off all-time lows on the back of their recent launch failure. That's precisely when you should start thinking about investing in a company that's only showing better metrics as time goes on. Revenue growth of nearly 20% of targeted for this year while gross margins (excluding stock-based compensation) are flirting with 30%. Now that's still "low" compared to what we're used to, and we need to consider the giant South-African gorilla in the room - SpaceX - though vendors always prefer to not be in a sole-source provider situation. We like what Rocket Lab has been doing but aren't sure loving the company makes sense when you consider just how risky the entire space theme is. Where we might get really tempted to add some space exposure would be if Starlink had an IPO. Nonetheless, we were pleasantly surprised to see that RKLB stock is currently sitting at a reasonable valuation while the company seems to be making great progress. You just better hope there are no more "anomalies" or that may be indicative of problems that extend beyond the black swan this last event is being blamed on. Swans and gorillas, aren't space stocks fun times?

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