SpacBobby

*TRADERS PRICE IN 50% CHANCE OF FED RATE INCREASE BY OCTOBER

$RKLB - Clear Street Bull Case Scenario....PT $116 • Key Assumption: Neutron launch cadence reaches 26 missions by 2030E, exceeding our base case of 16. • Revenue Impact: Maintaining an average ASP of $58M in 2030E, this volume adds approximately $580M in incremental revenue compared to the base case. • Growth & Valuation: This aggressive ramp drives the consolidated Launch revenue CAGR to an impressive 61% through 2030E. We justify increasing our target EV/Sales multiple to 22x (from the base case of 20x) to reflect the superior growth and execution. Bull Scenario: This scenario yields a $116 price target, representing 32% upside from our base case price target of $88

@spacanpanman And the TAM just keeps expanding!

$ASTS: 🚨 AST SPACEMOBILE HIRES CHIEF OF ARTIFICIAL INTELLIGENCE AND AUTONOMY "Skate to where the puck is going, not where it has been" linkedin.com/in/arvelchappe…

@CEOAdam Bro, you constantly have to dilute shareholders to service your massive debt load. $AMC is basically bankrupt at this point. Enough with the excuses. This is company specific

I know from my own losses and in reading your comments on X/Twitter how distraught many of you are with falling share prices. In looking at the likely 2026 industry-wide Box Office, we still expect it to grow materially over 2025 and if so that inexorably would significantly increase AMC’s EBITDA. However, the external macro backdrop around us is terrible. War in the Middle East, world oil prices soaring above $100 per barrel and other concerns have knocked the Dow Jones average to its lowest point in five months and the S&P 500 to its lowest point in four months. As for AMC, I am optimistic about our power to increase our earnings this year over last year. As for the state of the world, we will all read the news together. Naturally, we all can wish for the best on global developments.

@jerry_courtney @jefferinc @Acyn A pathological liar for the last 30+ years 🤣🤣🤣

@jefferinc @SpacBobby @Acyn Keep huffing that copium, Jeffry. x.com/jacksonhinklle…

Reporter: Why didn't you tell allies about the war before attacking Iran? Trump: We wanted it to be a surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?

@stocktalkweekly Probably selling some subpar service

Anyone doing "small account challenges" is an amateur or a charlatan. No real trader would even consider it. Why on earth would a consistently profitable trader, with millions of dollars in capital, spend time & effort trying to turn $10K into $100K? Makes absolutely no sense.

@ShillOfWeedST Already hold $MDA too 👌

@SpacBobby Why not just buy $MDA whose yearly revenue is there already lol

$RKLB - Clear Street revenue projections out to 2030 and potential TAM for Electron/Neutron are huge.. The space economy is entering hypergrowth for the next decade!

@elonmusk @diana_dukic My “for you” page is just AI slop…sad

@diana_dukic What needs to be better?

Went from scrolling 24/7 to not even wanting to log in. X just hasn’t been hitting the same lately.

@greg16676935420 @Kalshi

@Kalshi Does anyone else see what I see?

BREAKING: Democrats and Republicans are now tied at 50% to win the Senate.

Me trying to trade this market lately….

@jefferinc @Acyn Just like Iraq lol

@SpacBobby @Acyn Very dumb post.. They attack because they are close to getting nukes..

@nikitabier About time, X slop is getting out of had

The financial incentive to spam on X will decline enormously over the next 30 days and soon be negative.

@Icarussiano @Acyn They have nukes, we don’t touch them

@SpacBobby @Acyn What about North Korea

$RKLB - Neutron expands Rocket Lab into the medium-to-heavy lift market with ~9x larger market than small lift. While Falcon 9 dominates, Neutron is positioned as a credible alternative. • Competitive Economics: Priced at ~$55M–$59M per launch, with full reusability and an independent supply chain. • Targeted Demand: Addresses national security and large constellation operators seeking diversification from geopolitical and vendor concentration risks

@jimcramer Oh god, sell it all!

Very oversold...

Me knowing that my investments will be multiples higher just by holding these key companies for the next few years Less is more! $ASTS / $RKLB / $KRKNF / $NBIS

@ShillOfWeedST Love $MDA as well.

@SpacBobby Pretty wild $MDA has way better underlying

$RKLB - Clear Street Report: Key Points: Neutron: Catalyst for TAM Expansion. Neutron is a rare non-SpaceX (private) alternative for medium-lift missions, supporting ~5x higher ASPs than Electron. We project ~16 launches annually by 2030E, generating ~$928M in revenue, nearly 5x total launch revenue in 2025. While the first launch has shifted to 4Q26E due to tank development issues, testing progress remains strong and key certifications are largely complete. Electron: Small-Lift Leader with Growth Runway. Electron continues to lead the small-lift market, with rising launch cadence driving operating leverage against a ~$40M fixed cost base. We project revenue reaching $552M by 2030E (vs. $192M in 2025) as annual launches scale to 52 (up from 21 in 2025), with gross margin expanding to ~56.9%. Space Systems: Step-Change to Prime Contracts. The shift toward prime contractor awards, highlighted by the $816M SDA contract, captures greater value and supports a projected 25% revenue CAGR through 2030E. Near-term visibility remains strong, with ~37% of the $1.85B backlog (~$518M) expected to convert to revenue within 12 months.