Unexceptional investor who manages to make a living from the stock market
Singapore
Joined December 2024
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- Followers6.6K
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$RKLB
Rocket Lab's Neutron Stage 2 and Thrust Module have almost reached their destination! 👀
The Northstar Challenger has arrived at Chincoteague Virginia. It is carrying the @RocketLab Neutron 2nd Stage & Thrust section. $RKLB
$RKLB
Surely Rocket Lab can manage 5,000 launches a year then, right?
$OUST
SK Hynix crushing earnings shows the AI wave is far from over. That momentum will inevitably drive physical AI, making Ouster's lidar, cameras and software stack increasingly critical.
Physical AI still has so much runway ahead and definitely hasn't seen the hype of other AI trades.
I remain bullish on physical AI's first unified sensing and perception platform.
$RKLB
Neutron's stage 2 and thrust structure are on the move and should be arriving at Wallops soon! 👀🚀
$RKLB
Rocket Lab just keeps executing.
In 1H 2026, Electron made more money per launch than ever.
The average selling price of an Electron launch is up 22.7% YoY, from $7.5M to $9.2M, while the cost per launch has fallen 7.5%, from $5.3M to $4.9M.
Bullish.
Ahead of Rocket Lab's Q3 earnings I've been going back through some of their previous results & filings. I've not seen anyone else discuss this, so I figured I would.
One thing which has caught my eye is the selling price of an Electron launch and the cost to make one. Revenue per Electron launch is up to $9.2M in the six months ended June 30, up from $7.5M in the year prior. At the same time, the cost of each launch is now $4.9M, down from $5.3M in the year prior.
So revenue is up and costs are down. I think HASTE missions have contributed towards the higher revenue, but I don't think that tells the full story. After all, it was previously assumed that HASTE missions were priced at $9M-$10M, so for the average Electron to be within that range shows that HASTE cannot be the only reason.
Either way, the story is positive. Revenue up, Costs down. And even if HASTE is the primary driver behind that, that's still good news. HASTE is looking to be launched more than Orbital Electrons for the first time next year, so one can only assume that revenue will continue to increase.
$RKLB
$RKLB
You also would have sold before Starlink even came online, the most profitable part of SpaceX.
So naturally, I don't think selling Rocket Lab before the Iridium acquisition and/or its own new space applications have had a chance to play out is a clever move for long-term investors.
$RKLB
Imagine selling SpaceX in 2009 because Falcon 9 was three years behind schedule.
I believe selling Rocket Lab over Neutron delays will be a mistake of the same magnitude.
$RKLB
Good list of space investors to follow.
BUT it's missing the absolute GOAT @trypto_tran!
Only putting out high-quality posts and research. Legend. Must-follow.
No fluff or nonsense like so many others (myself included lol).
There are so many amazing people to follow on X that have ~5K followers or less.
A few of my favorite fellow space investors/enthusiasts below (and yes, I'm missing a LOT of people).
@FranciscoSpace5
@mottbox_
@MrsIglesiasRKLB
@JacobKeeton20
@AceCrouton
@VladSaigau
@Staudinger333
@Gykiwi03
I'd recommend you give them a follow!
Who else would you recommend?
$RKLB
Come on, RKLB.
The $50s were fun for a while, but it's time to get back to the $60s.
And let's be honest, we all feel most comfortable in the triple digits, so let's make it happen. :)
$OUST
Ouster is firing on all cylinders! 🔥
"ZED Box 2 Max is built to run generative AI, vision-language-action (VLA) models and multi-sensor fusion directly on the robot, enabling advanced perception and real-time decision-making at the edge."
This is absolutely crucial.
Robots cannot rely on a cloud connection to make split-second decisions. They have to process everything on board to be truly fast, safe and reliable.
🚨 $OUST Stereolabs introduces the ZED Box 2 Series, a new generation of industrial edge AI computer.
These computers are engineered for autonomous mobile robots (AMRs), robot vision, and spatial AI systems requiring high-throughput multi-camera perception and edge processing.
"Robot vision shouldn’t take five suppliers," said Edwin Azzam, CTO and co-founder of Stereolabs. “With ZED Box 2 Series, we provide robotics developers with the unified compute, cameras, lidar, and perception software that come from one team that tests them together and stands behind all of it. Plug in your cameras and you can have reliable 360° perception in minutes, not weeks."
Full press release:
businesswire.com/news/home/2…
$RKLB
I counted 12 Electrons in this new factory clip. I don't think I've ever seen that many on the work floor before!
I wonder if there's a small chance we'll see all of them launched this year 👀
That would bring us to 31 launches, which would be insane.
Of course, the footage could be a bit older and some of these rockets may have already launched.
Either way, it's always fun to see Rocket Lab churning out rockets and working so hard.
What I like about Cowboy Space so far:
• The concept and marketing. Who doesn't love the idea of space cowboys and fun names like Big Iron?
• The ambition to pursue bold new ideas, like making the rocket's upper stage the satellite itself: a megawatt-class data center with active thermal management and integrated compute.
What I don't like:
• The concept and marketing. As much as I like the idea, their branding often feels way too gimmicky. It makes me wonder whether they're more focused on selling the vision and looking cool than actually building the technology to make it happen.
• Too many PowerPoint slides and renderings, with very little real-world execution to show for it so far. I agree with Rocket Lab CEO Peter Beck on this:
"I hate PowerPoints and PowerPoint companies. I'm a strong believer that if I'm going to show a PowerPoint, it's got real hardware in it, not animations and dreams."
Overall, I'm glad to see more companies pushing the boundaries of the space industry.
I'm cautiously optimistic and hope they can deliver on their ambitions, but I wouldn't be surprised if they struggle to turn their ideas into reality, as so many companies before them have.
$RKLB
Rocket Lab's social media team continues to absolutely cook.
Please never stop 🔥
Every 8 days an Electron rocket rolls off the production line thanks to our mission-obsessed team and advanced factories.
The Electron team is growing as we prepare to launch more rockets than ever before in 2027.
Role open across vehicle assembly, composites, GNC, propulsion, manufacturing engineering, software, and more. Those with automotive, aerospace, marine, aviation, and manufacturing experience are a great fit.
Come to New Zealand and Long Beach, CA to design, build, test, and launch rockets. Relocation support available.
Adventure awaits: rocketlabcorp.com/careers/
$RKLB
Imagine selling SpaceX in 2009 because Falcon 9 was three years behind schedule.
I believe selling Rocket Lab over Neutron delays will be a mistake of the same magnitude.
$RKLB
🚨 Cantor Fitzgerald maintains its $122 price target and Overweight rating on Rocket Lab following Electron's 98th launch.
"On 10/23, RKLB successfully launched its 98th Electron mission from New Zealand, deploying 3 satellites for HawkEye 360 (private).
To date, RKLB has completed 98 successful launches (Electron and Haste), including 21 launches in FY25 and 19 launches YTD (with 100% mission success), the second most in the US.
Separately, RKLB provided a Neutron Update, showing the progress underway to build the forward dome for its first stage, and noted that it plans to 'ship out its second stage shortly.'
In our estimates, we expect Neutron's first launch in 2Q27."
Source: streetinsider.com/Analyst+Co…
$RKLB
Neutron hardware on the move 👀
One step closer to launch.
Rocket Lab Space Structures Complex Update
October 26, 2026
Middle River, Maryland
Good morning! We have our first look of the wrapped Neutron hardware loaded on the trailer before heading over to the lagoon! It will soon be loaded onto a barge for shipment down to Wallops Island.
@NASASpaceflight
$RKLB
Rocket Lab's gonna get Neutron flying successfully in 2027, scale it faster than Falcon 9 and then we'll never hear about the delays again.
I think people are getting too caught up in $RKLB delaying Neutron into 2027 when $SPCX Falcon 9 was roughly 3 years late and Falcon Heavy nearly 5 yet both went on to become massive successes.
This chart puts things into perspective with Neutron's estimated ~26-month delay below the ~40-month industry average and I'd much rather see Rocket Lab fix its manufacturing issues than rush its first launch.
And Iridium's recurring satellite revenue and Rocket Lab's growing space systems business give them multiple growth engines as it builds a credible reusable launch alternative to SpaceX.
It's clear that SpaceX's long-term vision is to move more and more of the terrestrial economy into orbit, turning ground-based infrastructure into orbital assets to put its rapidly growing launch capacity to use.
From telecommunications and direct-to-cell connectivity to data centers in space, this could be just the beginning.
If that vision becomes reality, $RKLB stands to benefit massively. As more of the economy moves into space, other companies and governments will want to compete, creating enormous opportunities for Rocket Lab. Outside of SpaceX, it's uniquely positioned to provide the launch services, spacecraft components and complete space systems needed to make it happen.
I'm excited to see how this develops, but at the same time, I'm glad Rocket Lab isn't betting on just one type of infrastructure, like data centers. Instead, it's making sure it can provide the necessary components and systems for a wide range of applications, whatever the purpose or whoever the customer.
$RKLB
Rocket Lab would need to gain ~187% from current levels just to reclaim its all-time high.
Interesting to put things in perspective, especially for those who bought at higher prices and are considering averaging down.
I bought much lower but I still like these levels to increase my position.