Brandon Wolf

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Brandon Wolf

Brandon Wolf

@Bwolf_Invests

Engineering meets investing|Progress relies on the unreasonable man

Katılım Mayıs 2024
116 Takip Edilen96 Takipçiler
Brandon Wolf retweetledi
Benny The Bull
Benny The Bull@bennybigbull·
$RKLB is currently rejecting the upper resistance level to close the week, which is totally normal after such a huge move. I imagine we have some consolidation in this range now, likely retesting the previous resistance level as support down at the $105 level, before eventually heading higher in the months ahead with the SpaceX IPO.
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Brandon Wolf retweetledi
SpacBobby
SpacBobby@SpacBobby·
$RKLB - Rocket Lab strongly positioned to take a slice of an opportunity worth $7 trillion today What probability of Rocket Lab capturing a portion of this opportunity does the stock reflect? We see space as a $4-16 trillion revenue opportunity in 2040, supporting a $45 trillion valuation potential, discounted back to $7 trillion today.
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Benny The Bull
Benny The Bull@bennybigbull·
$ONDS *technically speaking* today is one of the most important days for the stock. If it closes above $10.58 today, then that will be the first weekly close ever above the ATH AVWAP, and will likely confirm the start of the next leg higher. Obviously, it will first have to break the red zone, which has also proven to be strong resistance for the last few months, but once it clears $11.70, it’s off to make new ATHs and beyond! A close below AVWAP, and this move was nothing but a fakeout, and the chop will likely continue.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@moninvestor I got into $RKLB in the $3’s with my average share price now at $8. I don’t know how I didn’t discover $ONDS until only a few months ago. I’m happy to have found it regardless. It certainly does remind me of Rocket Lab in a lot of ways. I’m happy to hold
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mon
mon@moninvestor·
Congrats to everyone holding $ONDS. The company absolutely smashed it. This is one of those stocks you just buy and forget. I genuinely believe it's going to follow the same path as Rocket Lab. The best way I can describe ONDS is as a highly diversified robotics company. Now, a few people are suddenly claiming they always called this one and saw the potential from day one. The reality is very few people actually bought this stock believing it would become one of the biggest drone companies in the world. As someone who first bought at $1.80 and added it to my long term portfolio with a 10x price target at $18, I can tell you there were only a handful of voices talking about ONDS back then. The two that stood out were @SaiseiInvesting and @ive_m5. They were among the earliest. There were a few others worth mentioning too, but those two led the way.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
What day in the markets 😅
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Brandon Wolf retweetledi
EasternShoreSpaceflight
EasternShoreSpaceflight@EShoreSpaceflt·
What an exciting day at Wallops Island. The Antonov AN-124 came in from the south this morning, touching down at NASA Wallops Flight Facility at around 10:10 AM. No photo does that aircraft justice — it has to be seen in person to truly appreciate the scale. It taxied to the end of the runway and was unloaded incredibly fast. By the time we packed up and went to grab lunch down the road, it was already back in the air. Total ground time: roughly two and a half hours. Rocket Lab moved fast today. Right after lunch we swung by the AIC — Rocket Lab's Assembly and Integration Complex — and sure enough, they were already loading the PAF (Payload Attach Fitting / Payload Adapter) into the gray building at the Neutron complex. The other containers offloaded from the AN-124 remain a mystery — we never did see where those went. Watching to see if Rocket Lab issues any media briefings soon. Also put together a short video from about 250 still photos taken during the landing this morning — excuse a little jitter, but it captures just how quickly things moved today. Landing 4K Video here: youtu.be/yNiVlk3xkEw Rollout 4K Video here: youtu.be/7wDJbRBLKLI @NASASpaceflight
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Johhnywalker
Johhnywalker@johhnyWalkerAZ·
Sold another 600 shares of $RKLB Flying somewhere in USA next week to look at a ranch. Money is ready.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@CeoOndas @thinkReal Eric, that was one of the highlights. Shows you guys are a fun company which I love. Fun and ambitious 😎
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EasternShoreSpaceflight
EasternShoreSpaceflight@EShoreSpaceflt·
The Antonov AN-124 has officially landed at NASA Wallops Flight Facility — presumably carrying Rocket Lab Neutron hardware. The aircraft traveled all the way from New Zealand, making stops in Fiji and San Bernardino, California before departing this morning for Wallops. Pictures really don’t do this thing justice. It’s a massive aircraft and was very cool to finally see in person. There was also a really nice crowd gathered at the NASA Wallops Flight Facility Visitor Center observation deck to watch the arrival. During the landing, I shot another high-speed continuous photo sequence, so I may be able to put together a video from it later. For now, I focused mostly on photos and a short video after touchdown while it rolled down the runway. The aircraft is currently parked near the end of the runway being unloaded. Definitely an exciting day out at Wallops. Thanks to all of the rocket lab community who help track this all the way to Wallops. @Muzznzer @jaustin175 @NASASpaceflight
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@RADHardTech @WorldViewSpace Skyweaver paired with World Views ISR capability is one of the most undervalued technologies right now in the ISR space. I love Planet Labs and they will do great but World Views will be used for more mission specific or high valued assets I feel
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Chrispy
Chrispy@RADHardTech·
@WorldViewSpace Skyweaver system. Fueled by $ONDS capabilities and $PLTR integrations.
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Marank
Marank@9958275f86a245e·
@Bwolf_Invests I did the same . But sold just seconds ago. To much resistance at 11 $ . Hope it Breaks thought!!!
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
This morning before the $ONDS earnings call, after reviewing their Q1 performance, I loaded up 620 shares totaling my share count to 3,332
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ZMan
ZMan@ZManSFl·
@Bwolf_Invests Be happy because the short squeeze hasn't hardly started.
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
@LeifInvests Then you don't know anything about the space market then ☺️
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Leif | Investing
Leif | Investing@LeifInvests·
$RKLB is now a ~$71B company‼️🤯 Revenue: ~$680M TTM 👎 Negative free cash flow 📉 Negative operating margin 📉 Ongoing dilution 🤮 The setup looks rough right now. So what’s the bull case that could justify this valuation? I question the profitability of the space market.👀
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Brandon Wolf retweetledi
pat o. 🚀
pat o. 🚀@spacepat_o·
Be on the lookout! @EShoreSpaceflt is posted on scene awaiting arrival of the Antonov AN-124 cargo plane at Wallops, likely carrying some cargo for Rocket Lab. Hopefully some photos soon! 🙏
MurrayJ@Muzznzer

Rocket Lab's #RKLB Neutron Payload Support Structure is on it's final leg from Auckland New Zealand to Launch Complex 3 Wallops Island Virginia on a the world's largest cargo aircraft the Antonov AN-124. Look out for updates from @EShoreSpaceflt Rocket Lab's @Peter_J_Beck may be the most frugal space company CEO but he sure loves to do cool stuff when it can be justified. Hold on to your hats - this is only the beginning.

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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
$ONDS earning call started with a banger 🤣 Damn, that just made me love the company even more
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Brandon Wolf
Brandon Wolf@Bwolf_Invests·
Should be a really positive call from the results we've already seen $ONDS
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