Rocket Lab (RKLB +2.20%) is moving fast with its OSI acquisition, and the implications for long-term growth are significant. I analyze how vertical integration, defense exposure, and Neutron development could expand revenue and margins by 2027. The upside is compelling, but an elevated valuation creates a razor-thin margin for error.

Stock prices used were the market prices of March 3, 2026. The video was published on March 8, 2026.