Drake

@KrisPatel99 This is bad advice. Don’t sell RKLB until Neutron is proven. Gaming the market is foolish with this kind of unicorn.

The industry hasn’t developed a TAM calculation just yet but SpaceX is definitely the industry leader with Rocketlab being a strong number 2. I do think there will be a period where the market corrects the current valuation and both $RKLB and $SPCX take a meaningful drawdown. That period of consolidation will be the opportunity for those that missed the current run up in the market as both prove that they have the ability to generate profitable cashflow. Congrats to all those that bought early and have enjoyed the run up in $RKLB but It might not be a bad idea to hedge against the lofty expectations that are baked into the current valuation. If you look at the example of Tesla post 2021 highs, there were multiple points where the stock drew down 50%+. SpaceX might not have as much risk of this happening as Rocket lab though because Rocketlab isn’t expected to generate any meaningful profits for the foreseeable future but still has to spend a lot of capital to get to the same unit economics and tech achievement levels as SpaceX. SpaceX is the Uber of the current duopoly with Rocketlab being the Lyft.

@AlexfromBabylon I guess with the way Pete says he likes to run the acquisitions, it’s not just about having the money to buy it, you need the business to keep working for you with quotas and scale. A disgruntled owner is a bad way to start that process.

$RKLB I think Rocket Lab had been pursuing CesiumAstro for quite sometime, but the founder does not want to sell and did a very big $470 million raise on a $1.59B valuation. So I think that station has passed for noe, but I could be wrong off course.

If the Venus mission is successful (in-house built spacecraft, launched by Neutron, funded by Beck, confirmed proof of life) I won’t care what it means for the share price. That will demonstrate pure tip-of-the-spear leadership and a fully actualized space juggernaut. After that they’ll be free to pursue anything they want without question.

What are you most bullish on about $RKLB?

@competitionreal Not sure why they released the first one in grey… this is the way to go. Black looks sick.

Audi Nuvolari 🖤

@phenn @unusual_whales I’ll need somewhere safe to move when Canada becomes overrun

@MAXQCONVICTION @unusual_whales Why?

Switzerland to vote on plan to cap population at 10 million, per BBC

@Patryn23 @real_sunny_long Chill out nerd.

Peter Beck invited the heat when he started unnecessarily trash talking SpaceX's use of ocean barge landings, claiming Neutron would be so much better because they would only land back at the launch site. Fast forward a few years and he realized maybe SpaceX knew what they were doing after all, and now Neutron is also doing barge landings. And then when he did his misleading video stunt with the carbon fibre and steel, back before the SPAC, to demonstrate why Neutron's carbon fibre was supposedly so superior to Starship's stainless steel. Forward to today, and Spice already conceded that due to carbon fibre's limitations Neutron will be limited to 20 reuses and won't reach F9's current 35 flight record. Both were unnecessary digs at SpaceX, and highly self aggrandizing and presumptious for a company that has only ever launched a small 300kg payload rocket, and never landed or resued a rocket at all. Beck set the antagonistic tone, and invited the attention of Spacex supporters. Now he has to bear the fruits of his chosen approach.

$RKLB $SPCX $TSLA When I say that Rocket Lab is competing with SpaceX, I mean they are on the same market, present or potential. I am not saying they are equal. That would be stupid. It’s like saying they are close because they both trade in the hundreds, by share price. Of course, SpaceX is way ahead. There is no doubt. But I don’t see a vertically integrated company that has the potential of SpaceX, other than Rocket Lab. I am talking about management, vertical integration, innovation, company culture, public communication, government contracts, space exploration etc. That’s why I am long RKLB. I owned Tesla shares for a while now and I am long. And I like Elon too. I think he changed the world and he deserves all the spoils. But I am starting to see the dark side of Elons fan club. Some new SpaceX investors already try to protect their investment at all cost. And that is trash talking other companies, like Rocket Lab. We are better than this. There is room for all. We grow together. I don’t need SpaceX to drop so I can make money on Rocket Lab. I need SpaceX to rise.

@TheRealPhil06 @RocketLab What the hell are you talking about?

@RocketLab trying to burn spacex while your "next gen" rocket cant even pass acceptance testing is....a choice

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 🚀🚀🚀🚀

@cb_doge No this was for Rocket Lab’s inclusion in the NASDAQ 100. They’re the Mars company now.

BREAKING: Times Square’s iconic ball has transformed into Mars to celebrate the SpaceX IPO.

@Spacedogonmoon @MrsIglesiasRKLB @vinceisbullish 1) no one knows the future 2) space is an unprecedented commercial market 3) optimism often trumps common sense 4) it's temporary

@MrsIglesiasRKLB @vinceisbullish How did you not know the space sell off would happen to bankroll spcx shares… super super common sense

$RKLB @vinceisbullish, you said we would be trading in-step with $SPCEX. Didn’t realize we would be walking in opposite directions. 😅…for today anyways.

@Kevin58466550 @AceCrouton part of the unprecedented nature of space investing... looks like a kneejerk liquidity vacuum/sell-the-news day... analogous to rolling a boulder into a pond... displacement and releveling needed

@MAXQCONVICTION @AceCrouton It thought with a successful space x ipo it would pump, why the big sell off?

You seriously can’t make this shit up $RKLB

@HowThingsWork_ if this actually works and can scale, one of the best use cases for drone tech I've seen recently - imagine putting a panic button bracelet on your kid at the beach/boat/pool and a drone saves them when no one else can? cautiously optimistic here

A flying lifebuoy drone hitting 60+mph as it speeds to help a potential drowning.

@cyberprince_rwo the space sector

absolutely insane liquidity in the market space x ipo absorbed like nothing where the fuck is all of this money coming from wild wild wild

@BruceTa55302936 Those were the days 🥲

You BEAUTY $RKLB 17% We ride!

@nikitabier can Grok provide a context check (similar to spellcheck) prior to posting that examines overall context and flags words you may have forgotten or written incorrectly? Ex. User types “bagger” instead of “dagger” while posting a Damascus steel knife making vid.

@Here_4_Da_Money @GlidingPhoenix Ya. Just confused how someone like this exists.

@MAXQCONVICTION @GlidingPhoenix

Amazing achievement for $RKLB! As many of you know, I no longer invest in the company because I have made the personal decision that I don't want my money supporting military enablers. Doesn't mean I still don't love the company and celebrate their progress, like I have for the past 15+ years. The little rocket company from New Zealand now in with the biggest tech names! Incredible stuff!

@GlidingPhoenix Idk dude, the thought of being an investor, knowing and appreciating Rocket Lab with depth and then just choosing not to benefit from that knowledge… makes me feel sick. Obvs free to do whatever you want but this is up there with letting someone else smash your wife.

@MAXQCONVICTION I have shared it in the past so I included it here in case any of my regular followers were confused, nothing more than that. How much has it cost me? Nothing. There are countless opportunities in the market.

@vinceisbullish Really does feel like Christmas for the space sector. 🎄🚀🤑

Good morning and happy SpaceX IPO day everyone!