For my analysis below, I ran a quick analysis to come up with updated numbers for base, bear and bull case scenarios by December 2027.
$NBIS — now $224 → base $774 bear $95 / bull $1,126)
$RKLB — now $73 → base $193 (bear $42 / bull $287)
$ASML — now $1,752 → base $2,969