Joined December 2009
- Tweets 1,575
- Following 1,041
- Followers 694
- Likes 1,319
175 Photos and videos
Pinned Tweet
Feb 5
If you are $RKLB investor, you should watch this!
Feb 5
Please enjoy this Cheeky Pint / @dwarkesh_sp crossover with @elonmusk.
Dwarkesh was most interested in how Elon is going to make space datacenters work. I was most interested in Elon's method for attacking hard technical problems, and why it hasn’t been replicated as much as you might expect. But we got into plenty of topics in this three-hour session.
00:00:23 Space GPUs
00:35:39 Alignment
00:58:48 xAI
01:15:01 Optimus
01:28:03 China
01:40:46 Management
02:16:38 DOGE
02:34:58 Space GPUs redux
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May 29
May 29
近期有相當一部分2021年的大牛股在蓄勢待發。它們當中多數在過去5年中下跌超過-70%甚至-90%，部分有業績支撐的股票已跌無可跌，成為價值洼地。
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Stephen 🦛 Z retweeted
$GOOGL updated 13F shows its largest equity holdings as of the end of Q1:
• $CME ~$1.03B
• $PL ~$985M
• $ASTS ~$741M
• $RVMD ~$320M
• $ARM ~$297M
• $FRSH ~$115M
• $PATH ~$78M
• $TEM ~$70M
• $GTLB ~$59M
• $PRME ~$58M
• $LIFE ~$42M
• $MAZE ~$41M
• $BBIO ~$25M
• $RLAY ~$16M
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13,027
Mar 31
YES!
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Mar 20
I try to maintain at least a 20% cash position as part of my portfolio discipline, but $RKLB has made that challenging recently. 🎁
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Mar 20
when market is still open..
just saying~ 🤌😉
Mar 20
Less than 24 hours to launch with our 8th mission for @synspective🦉🦉🦉🦉🦉🦉🦉🦉. Operations start overnight for our 7:10 a.m. NZDT liftoff to deliver another StriX satellite to LEO for Earth observation.
Target Launch:
🚀 7:10 am NZDT, March 21
🚀 3:10 am JST, March 21
🚀 18:10 UTC, March 20
🚀 2:10 pm EDT, March 20
🚀 11:10 am PDT, March 20
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Mar 18
Mar 18
Our biggest launch contract yet that cements HASTE's hypersonics leadership
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Mar 16
We all know what will be needed to achieve it.
$RKLB
🚨 NVIDIA JUST ANNOUNCED DATA CENTERS IN SPACE
Jensen Huang:
>we’re going into space
>we’ve already been out in space
>announces “Vera Rubin Space-1”
>"in space there's no conduction, no convection, just radiation"
>"we have to figure out how to cool these systems in space"
>"we've got lots of great engineers working on it"
GPUs IN SPACE INCOMING
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Mar 13
for one second, I thought @RKLB released CLI tool. 😅😁
Mar 13
Today, we're launching the Resend CLI
• 53 commands
• Fully open source
$ curl -fsSL https://resend.com/install.sh | bash
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Mar 13
Yes!
Mar 12
NEWS: Tesla has officially announced that the larger Model Y L is coming to Australia and New Zealand.
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Mar 12
even the comfort zone will be missed once a while. 😄😅
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Stephen 🦛 Z retweeted
Feb 10
6,595
28,086
118,812
87,200,601
Mar 9
🌮🌮🌮
Mar 9
NEW—In a phone interview, President Trump told me the war could be over soon: “I think the war is very complete, pretty much. They have no navy, no communications, they’ve got no Air Force.” He added that the U.S. is “very far” ahead of his initial 4-5 week estimated time frame.
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Mar 8
very true!💯🎯
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Mar 8
Yes
Mar 8
A SpaceX IPO will force the market to price the space economy as foundational platforms with durable demand from both government commercial customers.
When that happens, the market will start repricing the entire ecosystem around it including launch, LEO connectivity & orbital infrastructure.
Current backlog across the ecosystem:
• $RKLB ~$1.9B
• $FLY ~$1.4B
• $ASTS ~$1.2B
• $PL ~$735M
• $RDW ~$411M
• $BKSY ~$345M
• $SPIR ~$200M
• $VOYG ~$189M
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