Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Technical analysis for shorts & longs -- Ignore unavailable to you. Want to Upgrade?

To: Johnny Canuck who wrote (64766)	7/25/2025 12:05:26 PM
From: Johnny Canuck	Read Replies (1) \| Respond to of 67437

Rocket Lab: A Parabolic Run Meets a Healthy Pullback Rocket Lab USA (NASDAQ: RKLB), a leading player in the space infrastructure sector, has been on a tear in 2025. Shares surged to a fresh all-time high of $53.44 last week, with the stock approaching a near-parabolic trajectory on the daily chart. The explosive rally was driven by a wave of capital rotating into high-growth, high-momentum names, especially those with a clear path to profitability and future catalysts. For Rocket Lab, optimism surrounding its upcoming Neutron rocket and growing visibility on Wall Street helped fuel its vertical move. The stock had already garnered attention from major firms like Cantor Fitzgerald and Citi, which recently raised their price targets. Retail enthusiasm only added to the momentum as RKLB entered the price discovery phase. A new rule goes live in July — and the banks are quietly cashing in (Ad)A little-known regulation quietly goes into effect this July. And it's already being exploited by Wall Street and the Big Banks… It gives them the green light to treat a certain tangible asset as equivalent to cold, hard cash. Not stocks. Not real estate. And definitely not the U.S. dollar. We're talking about something they don't want you to notice — because the fewer people who act on this, the better it is for them. To help you get started, we're giving away a FREE Wealth Protection Guide that shows you exactly how The Pullback: Time to Worry?With any meteoric rise, the question becomes: when does momentum shift into exhaustion? Shares of Rocket Lab have pulled back more than 10% from their all-time high, currently consolidating around the $45 level. Still, the stock remains up an impressive 84% year to date and nearly 800% over the past 12 months, a staggering return by any measure. After breaking through long-term resistance in late June and accelerating through $35, RKLB staged a swift run that pushed the Relative Strength Index (RSI) into the mid-80s. Such an extreme reading rarely goes unnoticed. It signaled an overheated rally and the likelihood of a near-term breather, which is now underway. However, from a technical perspective, there’s little evidence to suggest the broader uptrend is in danger. The stock appears to be digesting its gains constructively, forming a potential higher low near potential short-term support. With the RSI back to around 70, overbought pressure has eased. If RKLB can stabilize here and confirm this support level, the trend may very well resume, fueled by strong fundamentals and upcoming catalysts. Neutron Rocket: A Game Changer on the HorizonMuch of Rocket Lab’s long-term bull case revolves around Neutron, its medium-lift, reusable rocket designed to compete with SpaceX’s Falcon 9. The company has already made substantial progress toward its first launch, with Neutron development facilities coming online and key hardware undergoing testing. Neutron will enable Rocket Lab to target a broader commercial and government customer base with larger payloads, dramatically expanding its total addressable market. The company has also made it clear that Neutron isn’t just about launch. It's a cornerstone of a vertically integrated space strategy that includes satellite manufacturing, spacecraft components, and end-to-end mission services. Investors are increasingly viewing Rocket Lab as more than just a launch provider; it’s a full-stack space infrastructure firm. Treasury Secretary Bessent Is Betting Big on Gold (Ad)When the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. Now a veteran gold analyst believes Warren Buffett is preparing to follow suit… and he’s identified one gold miner big enough to absorb a portion of Buffett’s $330B cash pile. A key filing could confirm it by August 15th — and early investors may want to act now. Get the name and ticker in this private gold briefing Past Catalysts Keep the Narrative IntactThe recent run wasn’t built solely on hype. Rocket Lab’s 2024 performance laid the foundation for its 2025 surge. The company scored key wins, including contracts with NASA, the U.S. Space Force, and commercial satellite providers. Its Electron rocket remains one of the most reliable small-lift vehicles in the world. With dozens of successful missions under its belt, Rocket Lab has earned its reputation for execution. Analysts Are Taking NoticeWall Street hasn’t been shy about its enthusiasm. Analysts continue to raise their targets, citing the growing pipeline, Neutron’s potential, and the strategic shift into space infrastructure services. Cantor Fitzgerald’s $35 price target already proved conservative. RKLB smashed through it weeks ago. And other firms are now revisiting their models in light of the stock’s breakout and the company’s updated roadmap. Citigroup recently boosted its price target from $33 to $50. A Parabolic Run Meets a Healthy PullbackThe recent dip in Rocket Lab’s share price is more a function of healthy technical digestion than a change in narrative. For investors with a longer-term outlook, this pullback may present an opportunity, rather than a warning. The rocket ride may be far from over as long as RKLB continues to hold its trend, build support, and execute on the Neutron vision. Written by Ryan Hasson Read this article online ›

To: Johnny Canuck who wrote (64766)	7/25/2025 2:59:55 PM
From: Johnny Canuck	Read Replies (2) \| Respond to of 67437

The breakout in this utilities ETF has room to run, says Carter Worth Summarize this article: cnbc.com Answer Sources ·10 Steps The CNBC article dated July 25, 2025, titled "The breakout in this utilities ETF has room to run, says Carter Worth," discusses the strong performance and growth potential of utilities ETFs driven primarily by surging electricity demand linked to artificial intelligence (AI) and broader economic factors. Key points include: Utilities ETFs, such as the Utilities Select Sector SPDR Fund (XLU), have recently experienced a significant breakout, reaching levels not seen since late 2024. The sector is up over 6% year-to-date, outperforming all other S&P 500 sectors despite relatively limited overall investor inflows 2. The surge in power demand is partly fueled by AI infrastructure, with major tech companies like Meta and Microsoft heavily investing in AI data centers, which require immense amounts of electricity. This trend is spurring strategic partnerships between tech firms and utilities, notably companies like Constellation Energy, creating long-term growth opportunities in private-grid energy deals 1 4. The utilities sector benefits not only from increased electricity consumption but also from expectations of Federal Reserve interest rate cuts, which historically favor high-yield, defensive sectors like utilities 1 5. Utilities stocks offer a blend of growth and income, appealing particularly to conservative investors seeking stable dividends alongside capital appreciation possibilities driven by the AI-powered demand boom 1. The U.S. power grid faces growing stress due to aging infrastructure and climate-driven extreme weather, creating urgent needs for new transmission lines and substations. This infrastructure demand aligns with the increasing electricity consumption from AI, electric vehicles, and reshoring of manufacturing 4. Analysts and investors are optimistic about continued upside for utilities ETFs, with the sector positioned well to capitalize on the structural shifts in energy usage and technological growth 1 5. In essence, the article highlights that the recent breakout in utilities ETFs has substantial room to run, fueled by AI-driven electricity demand spikes, infrastructure investments, and favorable economic conditions supporting the sector’s defensive qualities and growth prospects. Related What are the main reasons the utilities ETF is seen as having room to grow now How do AI infrastructure investments connect to the utilities sector's recent rise Why are investors turning to utilities during trade jitters and economic uncertainty How might Fed rate cuts influence the future performance of utility stocks What specific utilities or ETFs are recommended for potential ongoing gains What are the main reasons the utilities ETF is seen as having room to grow now Answer Sources ·8 Steps The main reasons the utilities ETF is currently seen as having room to grow include: Rising electricity demand driven by artificial intelligence (AI): The rapid adoption of AI is fueling demand for energy-intensive data centers, which require more power and lead to growth opportunities in the utilities sector. This is a structural tailwind supporting the sector's revenue growth. 1 2 4 Potential technical breakout: The Utilities Select Sector SPDR Fund (XLU) is consolidating just below its 52-week high resistance and is forming bullish technical patterns, suggesting that momentum could drive the ETF significantly higher if it breaks above this level. 1 2 Defensive qualities and attractive yield: Utilities are historically seen as a safe haven during periods of market volatility and economic uncertainty due to their stable cash flows and steady dividends. Currently, XLU offers a dividend yield around 2.7%, appealing to income-focused investors. 1 2 3 Supportive macroeconomic conditions: Expectations of Federal Reserve interest rate cuts and easing inflation help utilities, which are sensitive to interest rates, making their valuations attractive as they trade at discounts relative to historical levels. 4 Infrastructure and grid modernization needs: Aging power infrastructure and increased demand for smart grids, transmission upgrades, and integration of renewable energy create long-term growth drivers for utilities companies. 1 3 Government policy backing: Renewed attention to nuclear energy projects and broader infrastructure spending initiatives underpin the sector's growth outlook. 1 2 Together, these factors create a favorable environment for utilities ETFs like XLU to grow, combining both defensive stability and growth potential fueled by technological and infrastructure trends. 1 2 3 4 Related How does rising energy demand specifically drive utility sector growth now What long-term trends are fueling the utilities ETF's breakout potential Why is the energy transition making utilities more attractive for investors How do technological changes and policy shifts support utility sector growth In what ways do utilities act as a safe haven during market volatility Ask a follow-up… Summarize this article: cnbc.com. Mobile Sidebar