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CNBC's Jim Cramer dismissed Rocket Lab as a pure speculation and endorsed Voyager Technologies, citing its strong second-quarter results. Voyager reported revenue up 51% sequentially, a narrower-than-expected loss, and a 22% sequential jump in backlog, while also raising its full-year revenue forecast substantially. The stock rallied 19.6% on the day of the report, though it remains roughly 55% below its post-IPO highs. Cramer highlighted Voyager's expanding government defense contracts and its recent acquisition of space robotics firm Astrobotic as key drivers.

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