White House Quant. Former Fed Chair Candidate. Shepherd for individual investors. Engineer enthusiastic about providing energy to the world.
Houston, TX
Joined May 2020
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Matt Farley retweeted
We're back on the pad at LC-1 with our next launch attempt for Electron's 98th mission - "We're Not Hawking Around" for @hawkeye360
Launch window opens:
🚀8:00pm NZDT
🚀07:00 UTC
🚀3:00 am EDT
🚀00:00 am PDT
Matt Farley retweeted
It's being built to take a beating. Upgrading from our heritage high temperature ceramic ramp, the new facility features a stainless steel, water-cooled ramp to absorb the extreme heat and force of engine exhaust, test after test. And it's designed for all-weather testing, meaning a predictable test cadence come rain, wind, or shine.
The valuation has never been cheaper… and the company is at an inflection point. $BROS
We’re almost 90% through 2026.
Don’t get too caught up on 2027 valuations, 2028 and 2029 are coming soon enough!
In 5 years there will be two types of investors…
Those that bought Amazon below $250…
And those reminiscing about how they wish they bought below $250.
$AMZN
Matt Farley retweeted
Just made my final mortgage payment!
I still owe a lot. Just not going to pay anymore.
Matt Farley retweeted
$IRDM / $RKLB: Iridium just reported Q3 revenue of $245.7M, up 8% year over year.
Service revenue grew 13%, helped by Aireon, which closed July 2. Billable subscribers rose 6% to 2.696M, and the quarterly dividend goes to $0.16 starting in Q4.
The Rocket Lab deal is still expected to close by mid-2027.
SpaceX $SPCX launches to date were 113.
While the launches to date for the comparison time period in 2025 aren’t provided, we can estimate that total cadence was down between 10-15%.
SpaceX launched its 103 launches (100 F9 and 3 Starship), and finished the year at 170 launches, or 165 F9 and 5 total starship tests.
So this would make YTD 2025 approximately 130 launches.
Matt Farley retweeted
The first multi-spacecraft science mission to Mars is about to make its big move.
Next month, Blue and Gold – the twin spacecraft we built for @NASA and @ucbssl – will swing close past Earth and each fire their main engine in a single, continuous burn, using Earth's gravity to amplify the burn as they set course for Mars. It's a maneuver that's never been successfully done before.
Our mission ops team is in full rehearsal mode for @escapade_mars' trans-Mars injection.
Learn more about ESCAPADE: rocketlabcorp.com/missions/e…
Matt Farley retweeted
The Rio Grande LNG project has the potential to become one of the largest LNG export terminals in the world with access to abundant natural gas resources, 15,000 feet of frontage on an uncongested waterway and access to abundant skilled labor.
Matt Farley retweeted
Production of the new carbon composite forward dome for Neutron’s Stage 1 propellant tank is underway.
Our automated fiber placement (AFP) machine follows a computer-controlled course to lay down thousands of strands of carbon fiber - each thinner than a human hair - at speeds of up to 100 meters per minute to create Stage 1’s structures on custom molds.
Once the AFP machine is finished with the new forward dome it will be rolled out, inspected, then prepared for the curing process to harden the carbon composite.
Matt Farley retweeted
Wet Dress Rehearsal DONE ✅ Electron is ready for its 98th launch and latest mission from Launch Complex 1.
'We're Not Hawking Around' will deploy 3x HAWK satellites to a 520km LEO for @hawkeye360 to expand their RF-sensing constellation that collects signal data for maritime tracking, radar monitoring, and more.
The launch window opens tomorrow, Oct 21:
🚀8:00pm NZDT
🚀07:00 UTC
🚀3:00 am EDT
🚀00:00 am PDT
Everyone's asking why Rocket Lab didn't disclose the Neutron tank problem the day they found it…
Think through the timeline:
- The Stage 1 tank was supposed to be in qualification by late July / August
- The air voids in the composite show up during qual… likely August
- At that moment, nobody knows if it's a "scrap the design" problem or a "fix the process" problem
So what was the "honest" move in August? Announce: "We found a defect. We don't know if it's resolvable. We don't know what it does to the schedule."
That's not transparency. You can't price a maybe. It's handing shareholders an unquantifiable unknown and letting the market fill the vacuum with the worst case which is arguably MORE detrimental to shareholders than waiting to disclose.
What they did instead… finish the RCFA (root cause failure analysis), confirm there's a clear path forward and the design is workable, then disclose with the problem, cause, fix, and a revised timeline.
The fair criticism isn't the disclosure timing. It's that Q4 launch guidance stayed alive while the tank that made Q4 possible was still unproven. That's the real debate, and it's a legitimate one.
It's a tough place to be. Disclose early and you panic people over a problem you can't yet size. Disclose late and you're accused of hiding it.
Rocket Lab chose the version where investors got facts instead of fear. I'll take that trade.
$RKLB
