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$RKLB
They said it’s overrated
They said it’s overvalued
They said it’s bad business
They said it doesn’t stand a chance
They said it’s a meme
Ignore the trolls & heed your conviction. Bears sound smart, bulls make money✌️🚀
I trimmed @ $100 for the 1st time. God is so good!
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$RKLB This is why (though I still target CesiumAstro) I believe we’ll go after an acquisition in space apps that can be serviced by Electron. ie: Umbra.
$RKLB 💰📈👂
Rocket Lab CFO Adam Spice: No Additional Capital Needed for Neutron/Space Systems (so why $3B ATM?):
"We want to have plenty of dry powder to go acquire strategic assets (...) - we're continuing to look for more needle-moving kind of things."
➢ Past deals have focused on strategic vertical integration plays and bringing unique capabilities into the portfolio (not purely financial/revenue-driven).
➢ Future focus: shifting towards inorganic opportunities which bring true scale (cash flow revenue).
Some vertical integration/capabilities acquisitions should likely still be expected (e.g. RF signal chain) - however, needle-moving mergers/acquisitions that enable true scale along with meaningful cash flow/revenue are now on the horizon.
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$RKLB 🏭🌎🧠
Beyond optical terminals, Rocket Lab’s acquisition of Mynaric enables production of other Rocket Lab products in Europe - with European branding.
This is strategically significant.
Adam Spice @ Wells Fargo Industrials Conf 6/10/26👇
"Europe is a very protected market - they will only buy American when they have to buy American (...) - we now have a very modern capable factory with several hundred people over there pumping out optical terminals and there's an opportunity for us to produce other existing Rocket Lab products in that factory and be branded Europe (...) - we just look at any ways possible to grow the business as fast as possible"
[h/t @JacobKeeton20 for highlighting the significance of this comment]
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PNRusty retweeted
Jun 13
Well, you know, I have low expectations for things on insta. @JR_spacetime sent me this and I was like, “fiiiine, I’ll watch your little link.” And boom, this guy casually drops: “a really good friend of mine on Seal Team 6 said it ( $ASTS ) was the most revolutionary techbolgy they’ve ever seen”
🎤💧
Sleep well, shorts. If you hear a muffled stealth Apache, it’s probably nothing.
instagram.com/stories/option…
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PNRusty retweeted
Jun 12
$RKLB / $SPCX: Historic day for both SpaceX and Rocket Lab.
While SpaceX grabbed most of the headlines with its IPO, Rocket Lab joining the Nasdaq-100 is a major milestone in its own right.
It never was SpaceX vs. Rocket Lab, the space economy is big enough for both to win.
Love to see it.
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PNRusty retweeted
Jun 12
More rockets in the hangar at LC-1 than we’ve ever had before. We’re lining up a busy few weeks of back-to-back-to-back-to-back launches from the world’s first private orbital launch site 🚀🚀🚀🚀
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PNRusty retweeted
Jun 12
$ASTS Today there was a liquidity issue. Many stocks have been dislocated and will revert back.
For example, $SATS owns 262m shares of Space X due to the spectrum sale.
The value of those shares at $163 is roughly 42.7b.
The entire market cap of $SATS closed today at 33b so the market is valuing the rest of Echostar at roughly negative 10 billion.
This obviously makes no sense and so I’m going to say that the decline in AST Spacemobile today will revert because something that dislocated the sector occurred and it’s obvious when looking at Echostar today.
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$RKLB Gonna say this again. Suffering a "pullback" to $100 feels like an extraordinarily blessed position to be in.
Wait til the $SPCX frenzy dies down and we bounce back with some juicy catalysts. ATM completion, JV, M&A, Contracts.
Not to mention Neutron 🚀
I built my $RKLB position in the $4's. Suffering a "pullback" to $110 feels like an extraordinarily blessed position to be in.
Lest you forget--we don't know what's coming from the last couple ATM's but we do know it's gonna be good.
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PNRusty retweeted
Jun 12
Rocket Lab is being added to the Nasdaq-100 Index.
This is a landmark moment for the team. We're incredibly proud of what we’ve achieved, and even more excited about what is still to come.
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PNRusty retweeted
My name is Colin White, and I am a recovering addict & I NEED YOUR HELP. This is my story, filmed at Alpha House, once I had recovered and been sober a few years.
I would be honored if you watched it. It scares me to share this stuff. But I need to help others. I hit such a horrific bottom that there was nowhere to look but up.
My donation page for Alpha House Run for Recovery: PLS help me raise 10K for more beds, in this wonderful place.🔽🔽
tinyurl.com/mpvbhrnz
Thank you, @BrettKrieger12 and @mrRichOne89, my $RKLB friends and supporters, for your donations.
PLS contribute and donate if you can. Anything helps. Overdose Awareness Day is Aug 31 and I will be taking part. Youre donations go directly to Alpha House. Check them out too. XOXOXO
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Did the thing 🔥Initiated $MRLN 🧙♂️as my 3rd position ($6.98) after $RKLB and $ASTS. Glad I waited out the bounce to $9 following the completion of the CDR. This company is about as big of a HR swing as you can make--and they've assembled a board team that makes you believe.
I'm digging into $MRLN and love what I see 🔥 One question though--isn't X-Wing also working with the military towards retrofitting existing planes with autonomous flight software (like the Cessna 208B Grand Caravan) ? I didn't see X-Wing mentioned in your write up from 3/23/26
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Now comes the part where I continually consume every morsel of content I can. If my conviction strengthens--I build the position out. If it wanes--I scratch it and reallocate elsewhere.
Here's hoping the conviction strengthens 👊 and that insiders don't dump on us 😂 $MRLN
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PNRusty retweeted
Jun 11
K2 Space, Rocket Lab win key supplier roles in Space Force satcom program spacenews.com/k2-space-rocke…
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PNRusty retweeted
Jun 10
No traditionally crewed, fixed-wing aircraft has ever flown autonomously in commercial revenue service. We're targeting New Zealand in 2027.
Our goal is for Merlin to be the first company to do that with real autonomy on real planes flying real routes in revenue-generating operations.
We've been operating a flight test center in Kerikeri since 2022, logging hundreds of autonomous flights with Merlin Pilot, the same system we're certifying with New Zealand's CAA on a concurrent validation pathway with the U.S. Federal Aviation Administration (FAA). We're now approaching the final phases of that certification journey.
Many of the companies attempting to commercialize autonomous flight are using custom-built eVTOL airframes or remote operators. We're doing it the hard way, on fixed-wing aircraft with autonomy in the cockpit, because we believe that's what the future of aviation actually looks like.
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