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The YouTuber recommends Rocket Lab (RKLB) for its role in space launch and defense technology, noting its significant growth (up 2700%). He connects this to increased NATO spending and global rearmament, positioning RKLB as a beneficiary of the defense sector's massive backlogs and future spending.
“Where would I rocket lab? RKLB hits up 2,79% from this 2700%. Yeah, it's a 40 billion company. They do space launch and defense technology.” — ▶ 23:40