Brett Thomas
560 posts
Brett Thomas
@BGLordofthechat
The Gerbil of Wall Street
Colorado Katılım Mayıs 2009
111 Takip Edilen159 Takipçiler
$ASTS made generational millionaires.
$ASTS will make generational bag holders.
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@trypto_tran I wonder if RL is licensing their software, which is why it's on the slide but not referenced anywhere else (because it's not a RL product)? Just speculating.
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@BGLordofthechat I did see that - could be related, or just coincidental naming 🤷♂️
Both Heimdall and Theia are gods related to vision/sight, which is fitting for space domain awareness capabilities
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$RKLB
Commercial *constellations* plural 👀
The only commercial constellation we know of so far that uses Lightning is the Globalstar HIBLEO-4 replenishment (the first batch of which is finally launching early next month, by the way)
Rocket Lab@RocketLab
Rocket Lab has been awarded a $90 million contract by the @USSpaceForce’s Space Systems Command @USSF_SSC to design, manufacture, integrate, and operate two geostationary satellites hosting the Heimdall space domain awareness payload produced by Rocket Lab Optical Systems. Rocket Lab components have long played an essential role in many GEO programs, but this is our first satellite production program for geostationary orbit. The two satellites will be built on our Lightning bus, adapted for the thermal, radiation, propulsion, and station-keeping demands of GEO.
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@trypto_tran TransAstra has a software product called Theia. "Our patented Theia algorithm enhances a telescope's ability to detect faint moving objects", "Integrates seamlessly with ground telescopes, star trackers, and space-based systems" transastra.com/products/theia
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@spacanpanman Is this the 14th or 15th time he's been in final talks with Iran?
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$ASTS There’s no disappointment in this earnings report.
The stock will be up tomorrow. Mark it.
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Abel just casually mentioned stacking 5 BlueBirds in a Vulcan
New launch provider coming??? $ASTS
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I don't like that this $ASTS earnings call has been pre-recorded and edited ("3900 patent claims" poorly edited in over the original audio).
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@SpaceInvestor_D I read through every comment on that post and nobody said your return was "impossible". Can you point out which comments said this?
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Every time I post my returns, I get flooded with comments saying it’s impossible.
Honestly, I understand the skepticism, even I’m surprised sometimes looking back.
But it’s all real.
No margin. No options. No leverage.
Just concentrated stock positions, patience, conviction, and a lot of fortunate timing along the way.
Two months ago, I started a fresh $100K portfolio at the request of subscribers, who wanted to track everything in real time.
Today, this catalyst-based account is sitting above $150,000, a 50%+ return in a very short period.
I have 4 core holdings, 1 swing trade and some cash.
Maybe the streak continues, or maybe it doesn’t. But I’ll keep sharing my every moves transparently either way.
Link below for those curious to follow along:
x.com/SpaceInvestor_…
Space Investor@SpaceInvestor_D
2021-2025: It took me 5 years to build my first million in the market. 2025: Took me 6 months to add another $500K May 8th, 2026: Almost $250K in a single day. 🤯 That’s the power of compounding when you find a niche early and keep investing in high quality companies within it. Space is the place. Patience pays. 🫡
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@SpaceInvestor_D Amazing day. I made $600K just on $RKLB, first time over $500K in a day. 🤑
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2021-2025: It took me 5 years to build my first million in the market.
2025: Took me 6 months to add another $500K
May 8th, 2026: Almost $250K in a single day. 🤯
That’s the power of compounding when you find a niche early and keep investing in high quality companies within it.
Space is the place.
Patience pays. 🫡
Space Investor@SpaceInvestor_D
Making your first $1M in the market is brutally hard. It took me 5 years of nonstop work to turn $1K into $1M. The next $500K took me 6 months. The grind is front-loaded, the hardest part is getting started and surviving the slow beginning. Anyone can do it.
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@SpaceInvestor_D It all depends on the situation with Iran. If that doesn't get resolved and the world ends up in an energy crisis the markets are only going to go one way and it isn't up.
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I feel like the last 3 months of coiling are setting up a massive summer rally.
Anyone else seeing this?
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@Megaconstellati @mottbox_ The only payloads that RL produce are Geost's IR sensors. You don't need spectrum for earth observation.
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@mottbox_ Peter has been talking about their own constellation for a while now, but neither have they secured any payload other than yet to be proven LCTs nor spectrum (if they were to provide satcoms).
x.com/i/status/19883…
Megaconstellations 🌍📡🛰️🛰️🛰️🛰️🛰️🛰️@Megaconstellati
Interesting answers by @Peter_J_Beck to @edison__yu in $RKLB earnings call: not spending billions on spectrum, yet looking at tuck-ins and "big needle moving stuff", spectrum consolidation to continue, considering own constellation and whether to provide services or infrastructure (uk.investing.com/news/transcrip…). Is that what @IridiumBoss meant on the $IRDM earnings call by "new approaches" (see last 📷)? Put their spectrum on $RKLB's birds? Or might the two merge? H/T @mottbox_
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$RKLB 🤤
“We are quietly and methodically amassing all of the strategic elements we need to deploy things at scale - neutron is an important element of that - low cost access to space is where you start - look at the space systems growth - at this stage I don’t think there’s any spacecraft we can’t go and build - we’ll be very strategic about how we think about the next step - building our own constellation(…)” - Peter Beck (@Peter_J_Beck)
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Brett Thomas retweetledi
@Peter_J_Beck @DJSnM @dpoddolphinpro It's a trick I learnt a while back from Silvia Masillo. You want a low power camera, so it won't overheat in vacuum (webcams work great). Then find any gaps where electrons might get in and cover them with aluminum foil.
Sharing as I want to see more cool thruster videos please!
GIF
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@CatSE___ApeX___ In a war between the USA and China no sector will boom. It will be an economic disaster beyond anything the world has yet seen.
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Geopolitics 101.
1. Venezuela and Iran is about controling oil that was sold at bargain prices to China.
2. Starving an opposing super-power of energy is a prelude to armed conflict
3. Armed conflict between super-powers requires space dominance.
4. Space sector will boom.
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@CatSE___ApeX___ All radar is vulnerable. It doesn't matter if it's on the surface, in the air, or in space.
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Main missile defence lesson learned by the ongoing gulf experience?
US Ground based radar is vulnerable.
OSINTtechnical@Osinttechnical
Strike on an operating AN/MPQ-64 Sentinel radar
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@JacobKeeton20 @trypto_tran Thin-wall titanium fuel tanks.
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$RKLB
In house propulsion systems confirmed (again). They are getting ready to announce them and sell into the broader market (as well as internal use).
-Electric propulsion (HET etc...)
-COPVs (Composite Over-wrapped Pressure Vessels)
-Any others?
H/T: @trypto_tran
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@Osinttechnical Probably one of the Hawk launchers sold covertly to Iran by the US during the Iran-contra affair. The irony (Irany?)
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Onboard footage from a USAF MQ-9 Reaper guiding in a strike onto an Iranian HAWK surface to air missile launcher.
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@RKLBMan @SpaceInvestor_D Testing hypersonic weapons. Completely fine. The weapons they test aren't built by them. They can't build weapons. They can test them, their satellites can even guide them, but they cannot build weapons.
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@BGLordofthechat @SpaceInvestor_D HASTE is for hypersonics missiles...
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I expect Anduril to play a bigger and bigger role in space.
They’ve been making space-related acquisitions for the past couple of years, and it just makes too much sense.
DefenseScoop - @defensescoop.bsky.social@DefenseScoop
The Pentagon unveiled the $20 billion firm fixed-price deal Friday evening as part of its daily list of contract announcements. youtube.com/watch?v=jvjiyd… | defensescoop.com/2026/03/14/and…
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@RKLBMan @SpaceInvestor_D Just FYI, the regulations RL operates under in NZ prevent them from ever building weapon systems. Strictly forbidden. It's also in their Mahia lease. RL will never build weapons.
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@RKLBMan @SpaceInvestor_D I couldn't think of anything worse. Not only are the two company's goals not aligned, who would be CEO? Lucky and Beck together would not work.
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