$RKLB JUST JOINED THE NASDAQ 100

The U.S. is set to award $2B to quantum companies through the CHIPS and Science Act with deals structured as grants plus minority government equity stakes. Awards reportedly include: • $IBM ~$1B • $GFS ~$375M • $QBTS ~$100M • $RGTI ~$100M • $INFQ ~$100M

$TE: 🚨SITUATIONAL AWARENESS PURCHASES 10M SHARES OR 3.6% OF T1 ENERGY IN Q1. T1 ENERGY IS NOW SITUATIONAL'S 10TH LARGEST POSITION OUT OF 26 HOLDINGS. Situational Awareness LP is an AI-focused hedge fund founded by Leopold Aschenbrenner, the former OpenAI Superalignment researcher who wrote the viral 2024 essay “Situational Awareness: The Decade Ahead.” Its core thesis is not simply “buy AI software winners.” It is more like: AGI/AI scaling will create enormous bottlenecks in compute, power, data centers, semiconductors, networking/optics, storage, and energy infrastructure — and the best public-market opportunities may be in those bottleneck suppliers. The WSJ described the strategy as betting on global stocks that benefit from AI development, including semiconductor, infrastructure and power companies, plus some private AI investments such as Anthropic.

亲儿子 $RKLB 确实是顶流了，倒是没想到这么有影响力。 看好就买，不看好就过咯，别私信我了，都是炒股，各有思路。 从12刀T到现在，对我来说 $RKLB 真的很好，尤其是喜欢上了peter，真的不一样了。强烈安利去看Peter的采访。 性价比的话 $FLY 确实更好，那我就是偏爱 $RKLB ，投人呗。

$BIRD is now up nearly 200% pre-market. Selling shoes was a dead end but apparently slapping AI on the corpse is enough to bring the stock back to life.

过气的论文砸存储，怎么不是个黄金坑呢。

这世界好玄幻，我的 $RKLB 就这么被喊单了？ 倒是也没有想到有天炒股靠喊单。。。

$AEHR 涨的我脑子晕晕的。本来以为是大盘救了不好看的财报，现在也不懂了，谁救谁？

光都说累了，可能打仗的钱真的不是光出的吧，都在悄摸摸的新高 所以，你相信光吗？ $AAOI $AXTI $LITE $TSEM $VECO $COHR $CIEN …

$BKSY: 🛰️ Earth Observation is finally coming into focus. AI-driven demand and the conflict in Iran have highlighted the importance of this market. Real world applications have finally materialized causing an inflection in demand where BlackSky's backlog increased to $345M and Planet's backlog increased to $900M. $PL business momentum has prompted me to revisit and take a spec position in $BKSY which I used to own in previously. Enterprise Value: $BKSY: $1B $PL: $12B BlackSky has demonstrated strong financial performance, however its results have been inconsistent as 97% of its customers are governments and militaries, which leads to results being very lumpy. 2026 should be a stronger year as additional Gen-3 satellites are deployed. BlackSky primarily serves government/military customers with 49% of its revenue coming from US Government / Agencies / Military, 48% from international Governments and the remaining 3% from commercial customers. Here's how $BKSY compares to $PL financially: $BKSY vs. $PL Revenue & YoY Growth: 2026E: $133M 24% | $380M 23% 2027E: $170M 28% | $482M 27% 2028E: $215M 26% | $594M 23% 2029E: $264M 23% | $727M 23% $BKSY vs. $PL Gross Margins & EBITDA: 2026E: 68% $11M | 51% $13M 2027E: 71% $40M | 55% $58M 2028E: 73% $60M | 63% $135M 2029E: 73% $85M | 67% $189M $BKSY vs. $PL EBITDA Valuation Multiples 2026E: 92.9x | 920x 2027E: 25.5x | 201x 2028E: 17x | 87x $BKSY trades massive EBITDA multiple discount to $PL while having comparable topline growth and much better margins. That said, Planet does have the upside of AI Data Center potential in partnership with Google and it has reached a higher level of financial scale. However given all the interest in enabling military applications for space, $BKSY wins here with its massive exposure to US and Foreign (US friendly) governments. BlackSky should close the valuation gap with Planet in the coming months as it completes its Gen-3 constellation and signs more government contracts. Short interest is 7.8M shares or 26% of the float. I estimate half of short interest is from convertible arb hedging from the $185M convert raised in July 2025. The rest are fundamental shorts 🔥 Finally, IMHO I think $RKLB should just buy $BKSY if they're looking to expand into attractive space vertical that leverages their capabilities = Earth Observation. $RKLB already launches $BKSY sats and it would be a highly accretive transaction🤷‍♂️

$VELO - 100% agree 🔥 This $500M shelf isn’t dilution - it’s strategic rocket fuel to scale capacity and capture the exploding structural demand in defense, hypersonics, munitions replenishment, and thermal management that VELO literally can’t keep up with right now. CEO with ~49% ownership, debt converted at a massive premium, and comp tied directly to market cap? That’s elite skin-in-the-game alignment. The old VELO is dead. This is a defense-first hypergrowth turnaround with real bookings, massive tailwinds from the $1.5T defense budget push, and the going-concern overhang finally getting removed. Institutions have been sitting on the sidelines - once that risk disappears, the rerating begins. VELO is still insanely undervalued with durable, accelerating demand.

$RKLB CEO Peter Beck’s annual letter to shareholders.

$RKLB: Rocket Lab CEO Sir Peter Beck Slashes Salary to $1 and cancels 392,155 Unvested restricted stock units (RSUs). In an 8-K filed March 30, Rocket Lab CEO Peter Beck cut his annual salary to $1, waived all bonus rights, and cancelled 392,155 unvested RSUs, redirecting freed capital directly toward strategic R&D. The move signals deep conviction in RKLB's long-term roadmap at an inflection point with Neutron development, hypersonic programs, and the brand new Mynaric laser comms integration.

Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI

MSX 上新｜太空五虎，今日集结 🚀 🛸 $MNTS.M – Vigoride 即将随 SpaceX 升空 🛸 $SIDU.M – 入选导弹防御局超级合同 🛸 $PL.M – 地球观测龙头，首度盈利，积压订单 9 亿 🛸 $BKSY.M – 天眼 AI，35 厘米级影像商用 🛸 $YSS.M – 美军 PWSA 最大供应商，新晋 IPO

我的宝贝 $TSEM 悄摸摸ATH新高了。 2026年3月23日 —— Tower Semiconductor（ $TSEM ），高价值模拟半导体解决方案的领先代工厂，与全球光子学领域的领导者Coherent （ $COHR ）今天宣布了一项突破性演示，即使用生产就绪型硅光子（SiPho）工艺制造的硅调制器实现了400 Gbps/通道的数据传输。