Freeman

$RKLB @RocketLab RECORD PRINT — AND THE BOOK JUST JUMPED HALF AGAIN. Q3 revenue hit $268 million. Up 73% year on year. That beat Rocket Lab’s own guide. Space Systems still paid about 80% of the bill this quarter. Cash today is spacecraft and components. Backlog jumped to $3.57 billion. Up 52% in one quarter. Nearly $1 billion of new launch contracts landed beside $470 million of Space Systems awards. GAAP operating cash flow flipped positive at $7.2 million — first time in five quarters. Q4 guide is $270 to $290 million with gross margins expanding. Adj. EBITDA loss narrows into the mid-teens to low-twenties. Interest income alone is guided at about $45 million. End-to-end is doing what it was built to do. Space Systems funds the present. Launch is writing the future book. The print proves both legs are growing. Patience and Conviction. @itschrisray @RKLBMan @topsecretstocks @quietnurse_ @KenKirtland17 @InvestmentGuru_ @heeraniparkash @DutchSpace @AlphaOwlTrading @Neil_Shares @FangGoGo55 @FranciscoSpace5 @johhnyWalkerAZ @nz482648 @jinseongeo83473

$SPCX @SpaceX @elonmusk @Starlink
BUILT FOR STARLINK. SUITED TO SUPER INTELLIGENCE. Elon said Starlink software, built for managing the movement of vast amounts of data through space and to the ground, is also very well suited to training super intelligence. In the same hour he said the new Grok training and inference work is derived from the engineers who created Starlink. Starlink already moves huge volumes of data between orbit and the ground. That same software is now being called an SI-training network asset. @JOBhakdi @LayeredInvest @pbeisel @MentoviaX @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes

$RKLB @RocketLab WALK THE FACTORY. BOOK THE 2030s. Beck said nobody buys a rocket off a brochure. Customers walk the factories and the pad. Only SpaceX and Rocket Lab have developed a vehicle, brought it to market, and scaled. That is why Neutron’s first 16 launches are already booked — and the next open slots sit in the 2030s, with capacity held for Rocket Lab’s own space services. Spice: the ASP isn’t going to $70M. It’s at $70M. They left volume on the table to hold price. Adj. EBITDA turns positive within about six months of Neutron’s first successful test flight. Beck still won’t name a 2027 month until the stage-1 tank clears testing. Transparency over a fake date. Launch is the gate. Trust fills the book. Patience and Conviction. @itschrisray @RKLBMan @topsecretstocks @quietnurse_ @KenKirtland17 @InvestmentGuru_ @heeraniparkash @DutchSpace @AlphaOwlTrading @Neil_Shares @FangGoGo55 @FranciscoSpace5 @johhnyWalkerAZ @jinseongeo83473 @nz482648 @jinseongeo83473 @diamond00888 @spacepat_o @SpaceSector001 @AceCrouton

$RKLB @RocketLab NEUTRON IS BOOKED BEFORE IT FLIES — AND LAUNCH JUST TOOK THE BIGGER BOOK. Over $515 million of Neutron deals landed with constellation operators. Base price on several jumped to $70 million from $55 million. Customers are paying up for capacity that is not flying yet. Flight one is still the proof. The book already prices scarcity. Launch backlog flipped past Space Systems for the first time in the recent print run — $1.85 billion versus $1.72 billion. Space Systems still pays most of today's bills. Launch just owns the larger promise. Cash today versus booked lift tomorrow. Both legs grew. Medium-lift demand wrote the check first. Patience and Conviction. @itschrisray @RKLBMan @topsecretstocks @quietnurse_ @KenKirtland17 @InvestmentGuru_ @heeraniparkash @DutchSpace @AlphaOwlTrading @Neil_Shares @FangGoGo55 @FranciscoSpace5 @johhnyWalkerAZ

$SPCX @SpaceX @elonmusk $GOOG ELON JUST BACKED FIVE-NINES FOR ORBITAL COMPUTE. He quote-posted a secondhand Larry Page call and wrote: Larry Page has made many accurate predictions and this is one of them. The reported number is 99.999% of compute ends up in orbit. That is a relay. Not Page on a mic. Elon chose to put his name on it. Ground compute pays the bills today. Orbit is the long frame. Starlink and launch buy the chips and the lift. SpaceX already frames itself as AI plus space. This is color on that frame — not a signed program, not a booked award. @JOBhakdi @LayeredInvest @pbeisel @MentoviaX @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes @jinseongeo83473

Contribution much more than mistakes.

$LHX @L3HarrisTech ARMY JUST ORDERED $36M OF HAWKEYE 4 LITE. L3Harris booked a $36 million delivery order from the U.S. Army for Hawkeye 4 Lite SATCOM terminals. Fielded under C2NOW. Built for U.S.–NATO SATCOM interoperability. Rapidly deployable. Field-swappable. Expeditionary SATCOM for the edge — not a brochure. Deliveries begin early 2027. Communications & Spectrum Dominance segment. Named production cash from Army C2 demand. Money lands when the terminals ship. Patience and Conviction. @InvestmentGuru_ @cdrsalamander @ChairmansLedger @CombatAir @ReggieMeezer @HyperTechInvest @nextbigfuture @itschrisray @pbdes @jakeisinvestor @FranciscoSpace5 @LunarCitizens @AndurilObserver @AceCrouton

$SPCX @SpaceX @elonmusk ELON SAYS SPACEX ARR CAN CLEAR $500 BILLION BY DECEMBER 2027. He said it Friday at the Baron Investment Conference — then pointed people to the interview. The words were plain: it seems quite likely that SpaceX annual recurring revenue in December 2027 will exceed $500 billion. This is not a promise. This is his best guess. A trillion is not out of the question. He also said the company is tracking toward more than $100 billion in annualized revenue by this December. Launch and Starlink already pay the bills. Super Intelligence is the faster growth engine on top of that cash. @JOBhakdi @LayeredInvest @pbeisel @MentoviaX @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes @jinseongeo83473

$SPCX @SpaceX @Starlink @Qualcomm STARLINK MOBILE JUST LOCKED ITS GROUND RADIOS. SpaceX selected Qualcomm Dragonwing for Starlink Mobile’s U.S. terrestrial 5G. Platforms: QRU100 and QDU100, plus Layer-1 software. Multiyear deal. Dollar amount not disclosed. Rollout starts in 2027. Tens of thousands of macro sites. Massive MIMO 64T64R near 2 GHz. Qualcomm calls it its largest 5G infrastructure initiative. Starlink says this is the first fully integrated U.S. nationwide satellite-plus-terrestrial phone network. This is the radio-and-chip door for the ground layer — separate from any Boost Mobile talks. Sats cover the gaps. Dragonwing builds the streets. @aaronburnett @LayeredInvest @pbeisel @BassonBrain @MentoviaX @cybrtrkguy @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @disruptivedean @pbdes @jinseongeo83473

$RKLB @RocketLab @Viasat @NASA ROCKET LAB'S MAXWELL JUST SAID HELLO FROM ORBIT. First public image from orbit. Rocket Lab solar array in the frame. Maxwell is healthy. Commissioning is ahead of schedule. Rocket Lab built the spacecraft for Viasat's NASA Communications Services Project demo. Long Beach bus — solar panels, reaction wheels, star trackers, flight and ground software, L-band radio. Launched Oct 20 on Bandwagon-5. On-orbit testing runs through March 2027. Viasat is moving toward the first L-band network relay demo and prepping Ka-band antenna deploy. The factory turns rideshares into working birds — and this one is already sending pictures.

$RKLB @RocketLab @NASA @escapade_mars ROCKET LAB'S MARS TWINS BURN THIS WEEK. Blue fires Saturday Nov 7. Gold fires Monday Nov 9. Each burn runs about nine minutes and adds more than 1,000 mph. Then they leave Earth for Mars — arrival Sept 7 and Sept 9, 2027. Rocket Lab built both birds for NASA and UC Berkeley. Launched Nov 13 2025 on New Glenn-2. Waited near the Earth-Sun L2 point until the Mars window opened. First plan to fly two spacecraft together at Mars. Watch Blue on Nov 7. Watch Gold on Nov 9. Wait for Rocket Lab and NASA to confirm before calling either burn done. Patience and Conviction. @itschrisray @RKLBMan @topsecretstocks @quietnurse_ @KenKirtland17 @InvestmentGuru_ @heeraniparkash @DutchSpace @AlphaOwlTrading @Neil_Shares @FangGoGo55 @FranciscoSpace5 @jinseongeo83473

$LHX @L3HarrisTech ARMY JUST ORDERED $121M MORE L3HARRIS RADIOS. L3Harris booked multiple U.S. Army production orders for its Low-Cost Data Radio. Total: $121 million. LOCODA rides on kits the Army already has. Stronger vehicle link. More ways to move data and voice from the same truck. Less training. No full rip-and-replace. This is named production cash from Army C2 demand — not a brochure. Money lands when the radios ship. @InvestmentGuru_ @cdrsalamander @ChairmansLedger @CombatAir @ReggieMeezer @HyperTechInvest @nextbigfuture @itschrisray @pbdes @jakeisinvestor @FranciscoSpace5 @LunarCitizens @AndurilObserver @AceCrouton

$NVDA @NVIDIA @AnthropicAI
ANTHROPIC FILLS Q3 INTO THE IPO BOOK — $17B REVENUE. Anthropic just amended its IPO prospectus. The third-quarter blanks are filled. Revenue was $17.0 billion for the three months ended September 30. That is up from $1.4 billion a year ago — about 1,127%. Up about 47% from the second quarter. Nine-month revenue sits at $33.2 billion. Adjusted operating income hit $2.5 billion. GAAP swung to a $567 million operating loss. The filing points to $5.0 billion of pricey short-term compute and $2.0 billion of donation-matching charges. Net loss was $23.3 billion — mostly fair-value marks on convertibles as private value rose. Cash and short-term investments: $131.8 billion as of September 30. More than 11,900 customers at $100,000-plus trailing. Net revenue retention about 900%. Compute and lease commitments about $895 billion. Planned Nasdaq symbol: ANT. This is an amended prospectus, not a priced IPO. The books are open. Listing cash has not closed. Closed Claude demand is already pulling chips, power, and AI factories. Watch the roadshow. @jiahanjimliu @TheValueist @realpristinecap @MentoviaX @Trace_Cohen @_SeanDavid @nextbigfuture @SingularityRes @negligible_cap @itschrisray @SemiconductorsX @_4lex_4 @CHItrader @CaktusJxck

$SPCX @SpaceX @Starlink @elonmusk STARLINK KEPT A COLORADO RESCUE ALIVE WHEN CELL DIED. Elon just quote-posted Crested Butte Search and Rescue. A 37-year-old hiker was stuck in deep snow on the Four Pass Loop with no phone signal. Five CBSAR volunteers packed Starlink into the Rockies and stayed on the line with their coordinator all night. A National Guard Black Hawk lifted her out the next morning. This is what service looks like when the ground net goes dark. @BassonBrain @aaronburnett @cybrtrkguy @Amy787 @joehansen @SpaceXUpdates @KenKirtland17 @spcxGOD @pbdes @ShadowPatriotUS @mylifeonmystyle @CyberMikeOG @AlJR86 @EthGoldi @jinseongeo83473

$NVDA @NVIDIA MARVELL BUYS LUMENTUM TO LOCK THE AI LIGHT PIPE. Marvell is buying Lumentum in an all-stock deal. Lumentum holders get 4.5 Marvell shares for each share they own. That prices Lumentum around $115 billion. Close is aimed for the first half of 2028. After close, the companies say they can cut more than $1 billion a year in costs. NVIDIA already put $2 billion into each name this year. Chip links and laser optics are moving under one roof. When copper runs out of room, light carries the bits. Investors still pay the chip logo first. The squeeze shows up in the pipes. @liquidtrading @HyperTechInvest @jiahanjimliu @MentoviaX @Trace_Cohen @_SeanDavid @DV_Memetics @hitborg @StockXcapital @PSInvestor @Deadmeatz @allday_stocks @fantasykeiqb @LiDaosen

$SPCX @SpaceX @Starlink @EchoStar BOOST IS THE OTHER DOOR INTO U.S. WIRELESS. SpaceX is in talks with EchoStar. Buy Boost Mobile, or tap its network. Boost has ~7 million subscribers. It rides AT&T and T-Mobile capacity. No deal signed. The Big Three already said no to network access. Musk sat with EchoStar chair Charlie Ergen. Boost is the next door — a ground SIM and a real subscriber base into a $235B U.S. wireless market. Starlink Mobile needs both skies and streets. Spectrum was one door. This is the SIM door. Sats fill the gaps. A leased ground net covers cities and indoors. Patience and Conviction. @aaronburnett @LayeredInvest @pbeisel @BassonBrain @MentoviaX @cybrtrkguy @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @disruptivedean @pbdes @jinseongeo83473 @FranciscoSpace5 @SpaceSector001

$SPCX $NVDA @SpaceX @elonmusk SPACEX SAYS IT IS ALREADY HITTING ITS SUPERCOMPUTE GOALS. Elon made it simple. Other big supercompute builds are missing their goals. SpaceX is already hitting its own. The post he quoted puts SpaceXAI’s Colossus 2 in Memphis at about 1.11 million H100-class chips. That sits ahead of OpenAI’s Stargate on the same chart. The point is not whose logo is on the chip. The point is who turns power and GPUs into a live cluster first. Starlink and launch already pay the bills. Those bills buy the GPUs. Colossus is something you can watch from here. Not a sales number. Not a signed customer deal. Patience and Conviction. @LayeredInvest @JOBhakdi @MentoviaX @pbeisel @BassonBrain @Amy787 @joehansen @nextbigfuture @SingularityRes @itschrisray @spcxGOD @jaehwa @gonta_southwood @elontimes

$NVDA $SPCX @elonmusk @SpaceX ELON PUTS HARD GPU NUMBERS ON MACROHARD AND THE NEXT TWO SITES. Elon just named the chips and the dates. Macrohard gets 110,000 GB200 and 220,000 GB300. Gun Range is meant to come up by the end of November on the same training setup. Spam is meant for December, with about 200,000 GB300 pointed at inference. He walked the whole Colossus 2 site at midnight and again in the morning. He said the SpaceX crew and the contractors are moving well. Old buildings. New computers. The buy is the GPUs. The dates are what you can put on a calendar. This is build progress you can watch. Not sales. Not a signed customer deal. $NVDA still gets paid as the racks fill. $SPCX is the place putting them to work. Patience and Conviction. @jiahanjimliu @aaronburnett @BIZBoost @HyperTechInvest @Trace_Cohen @_SeanDavid @DV_Memetics @themacrosift @hitborg @fourweekmba @PSInvestor @Deadmeatz @StragglerLiu @LiDaosen

$RKLB @RocketLab @NASA NASA SIGNS A $28.9M FLIGHT ORDER WITH ROCKET LAB FOR GDC-T. NASA Armstrong signed a Rocket Lab order. The job is to integrate and fly the GDC Trailblazer payload. That is GDC-T. The award is $28.9 million funded now. With all options it can reach $36.8 million. Work runs from Oct 28 2026 through the end of 2027. It sits on an existing NASA contract. Not a study. Not a paper plan. This is real fly cash. Build it. Put it on a rocket. Fly it. An older small GDC order ended in July. This one is the flight order.

$SPCX @SpaceX @elonmusk BY LATE 2028, NEW COMPUTE IN ORBIT PASSES EARTH. Elon just said it straight. Ground compute will be peanuts next to orbital compute. Around the end of 2028, he thinks the new compute put in orbit each month will pass what we add on Earth. In 2029 it pulls way ahead. That is the long bet on this name. Starlink and launch pay the bills today. Those bills fund the chips and the build. You do it on the ground first. Then you put it in orbit. Starship is how the hardware goes up. Suncatcher is an early look at chips in space. If your model still prices SpaceX as rockets only, you are behind this call. Patience and Conviction. @LayeredInvest @MentoviaX @pbeisel @JOBhakdi @Amy787 @joehansen @nextbigfuture @itschrisray @spcxGOD @jaehwa @AGTPinsights @gonta_southwood @Stefan_A @elontimes