Rocket Lab (RKLB) earnings posted mixed earnings, though Jonny Dyer of Muon Space sees the report as "very positive" for the space company's prospects that aim for the stars. Delays in the company's Neutron launch are what he considers a short-term pullback to long-term tailwinds. Andrew Chanin of ProcureAM adds commentary to Rocket Lab's launches and the difficulty it has to competing on scale with SpaceX (SPCX). A tightening space race with China is a key factor he sees boosting it and other U.S. space companies.