PNRusty

This is a $RKLB bear in the next 2-3yrs. Don’t be a $RKLB bear.

Let's talk about space-based AI data centers. $RKLB recently dropped a game-changer: advanced silicon solar arrays designed specifically to power gigawatt-scale space-based data centers orbiting Earth. Announced in late February 2026, these arrays target the exploding demand for AI/compute power that's overwhelming terrestrial data centers (think land shortages, massive water use for cooling, and grid constraints). Why Space-Based Data Centers + Rocket Lab's Solar Tech Could Be Huge In orbit, you get: Infinite, uninterrupted solar energy (no night, no clouds, constant exposure). Natural extreme cold for free cooling (no evaporative towers or chillers needed). Gigawatt-scale potential — arrays that can span kilometers and deliver massive, scalable power at low cost per watt. Rocket Lab positions this as the "next frontier" for computing infrastructure, especially as AI training/inference eats gigawatts on the ground. Their silicon arrays are mass-manufacturable, lightweight, modular, and radiation-hardened — key for scaling orbital mega-structures economically. This ties perfectly into RKLB's vertical integration: they already lead in high-efficiency GaAs/Ge solar (world's largest capacity), acquired SolAero for in-house cells/panels, and now add silicon to reduce reliance on geopolitically sensitive materials like gallium/germanium. Lower supply chain risk + industrial-scale production = cheaper, more resilient power for future orbital data centers: Competition LandscapeSpace solar isn't new, but gigawatt-scale for data centers is emerging/niche - Traditional players focus on high-efficiency multi-junction cells (GaAs-based) for satellites/NASA missions — companies like Spectrolab (Boeing), Azur Space, or SolAero (now RKLB). - Emerging silicon-focused competitors: Solestial (thin-film silicon PV for space, self-healing tech). - Broader space power: Northrop Grumman, Lockheed, Airbus Defense/Space — but mostly for traditional sats, not explicitly gigawatt orbital compute. - What about Space X?: For Starlink satellites, SpaceX has used silicon-based solar cells from suppliers like Taiwan Solar Energy Corp (TSEC), opting for cheaper, terrestrial-grade cells rather than specialized space-grade ones (like GaAs) to keep costs low for mass production. They assemble or integrate the panels themselves at facilities like Redmond, Washington, but the core solar cells are imported/purchased. SpaceX requested authorization from the FCC for a constellation of up to 1,000,000 solar-powered data center satellites in low Earth orbit. That's a lot of solar arrays SpaceX will need! That doesn't even include planned satellites from Amazon, Google, Microsoft and Facebook. No one else is publicly pushing silicon arrays at this scale for data centers like RKLB is. RKLB's edge? Full vertical integration (cells → arrays under one roof), rapid production scaling, and synergy with their launch cadence (Electron/Neutron for deploying these massive structures). - Advantages of RKLB's Silicon Solar ArraysCost: Much lower $/watt at scale vs. traditional space-grade multi-junction cells. - Scalability & Manufacturing: Modular, mass-producible — suits kilometer-spanning data center arrays. - Supply Chain Resilience: Avoids rare/critical minerals; silicon is abundant/domestically sourced. - Future-Proof: Complements their existing high-eff GaAs lines (hybrid options possible). - Timely: Aligns with AI power crunch + satellite industry growth (projected 7x by 2035). Disadvantages / RisksEfficiency Trade-Off: - Silicon cells typically lower efficiency than GaAs/Ge multi-junction (though space-optimized versions help; still may need larger arrays for same power). - Tech Maturity: New silicon line for extreme space use — radiation hardening/longevity in orbit needs proving at gigawatt scale. - Market Readiness: Space-based data centers are conceptual/futuristic (latency issues for real-time apps, data transfer challenges, launch costs). Hype-driven? Some see it riding AI/data center buzz without near-term deployments. - Execution Risk: Adds to RKLB's plate (Neutron rocket dev, etc.) — manufacturing/tech risks on top of existing ones. Overall, RKLB's move smartly positions them in the intersection of space power + orbital compute boom. If space data centers take off (even partially), this could be a massive tailwind for RocketLab beyond launches/sats.

@PNRusty I added to my positions.

Too early to celebrate again? $RKLB $ASTS

Every local bottom in the stock market has been marked by Extreme Fear levels, a high Put to Call ratio, and bearish headlines. Fear and euphoria are powerful emotions that will always override logic and convince you your gut feeling is smarter than 100 years of historic data.

$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🤷‍♂️

@SteveUrkelDude paging: @realDonaldTrump @POTUS @WhiteHouse

Send the tweet, bro

And then...

@elonmusk @SpaceInvestor_D you couldnt have casually thrown a $RKLB in this one? 🤣

Cute

@Gykiwi03 @Forfuture100 I was just going to comment about AZ being the Geost home. I like it.

@Forfuture100 💯 Filled an important role, one of many AI/machine learning positions RKLB have been hiring throughout 2025/26 for different areas. Arizona the home of GEOST and Optical Support Inc.

#RKLB 🌏✨️ Welcome Jarrod Irwin to the Rocket Lab team. Impressive work history, perfect 👌.

I don’t say this lightly… $IREN, $TSLA, $SOFI, $RKLB and $AMZN are going to move BIG.

@PNRusty This is totally me. All I get back are eyerolls

$RKLB 🚀 She should’ve listened.

@ZaStocks $RKLB and $ASTS

Can’t vibe code rockets and SpaceX is planning to IPO at a $1.5T+ valuation later this year. Monitoring the situation on space stocks.

@johhnyWalkerAZ My plan was always to save up for @anduriltech IPO but it's going to be too dang expensive when that time finally comes, unfortunately. x.com/PNRusty/status…

IPO SpaceX or Anduril ? Or neither. Probably not touching either Will be so expensive and FOMO off the charts. Will just watch how $RKLB benefits

@Tekeee $RKLB / $ASTS by the boatload.

Gold is crashing. Silver is crashing. Crypto is crashing. Stocks are crashing. The dollar is crashing. Real talk what should we buy now?

@GrindeOptions my content lacks substance. $RKLB

Does the 𝕏 algo hate you or does your content lack substance? 👀

@NotA_Bull $RKLB

Would you rather own $10,000 of Disney $DIS or $10,000 of Netflix $NFLX?

$ASTS just a reminder.

Me, the granddaddy of $RKLB, watching people who just found out about RKLB yesterday come lecture me on the company and its management. What was the symbol before it de-SPAC'd? Did you know there was such a thing as warrants? Did you convert warrants into shares and hold through the ups and downs? Did you believe in the management when the stock was trading in the dumpster and the rocket launch failed? Were you buying shares in the $3 handle? Were you watching every single attempt to catch Electron mid-air? So spare me your lecture on how great the company is when I'm simply pointing out that there could be better timing for the offering. Now I want you to be angry .... very angry . Bring all that rage and come at me bro! 🤣

@HeroDividend the OG Stable Coin.

Gold is crashing Bitcoin is crashing The stock market is crashing The price of a Costco hotdog is staying rock solid at $1.50