Icahn

What’s your best tip for not allowing lifestyle inflation to creep up?

Rocket Lab currently sitting at $33B market cap. SpaceX is targeting a 2026 IPO at a $1.5T valuation. A move to just 5% of that puts $RKLB at $140/share.

If SpaceX is worth $800B and has plans to IPO over $1T, there is one thing also very likely true. As the IPO gets closer, $RKLB is going to be worth much more than it is right now just based off narrative, sentiment, and the broader repricing of the space economy.

10/21

Blackstone says the next big thing is chips, data centers & power. The first two feed on the third as U.S. electricity demand climbs 40% in the next decade. Supply is $VST, $CEG, $OKLO, $CCJ, $LEU & $EOSE Demand is $NBIS, $IREN, $CIFR, $WULF & $CRWV

JUST IN: Arete Research raised its Price Target on $NBIS from $128 to $184 and keeps a Buy rating 🟢 Back in April, some of us were loading up under $20. Fast-forward a few months, and we’re looking at a PT nearly 10x higher. Let that sink in.

Announcing a major new agreement with @Microsoft for AI infrastructure. This means significantly more aggressive growth of our AI cloud business in 2026. We’ll deliver the capacity from our new data center in Vineland, NJ, starting late 2025. Read more: nebius.com/newsroom/nebiu…

Once Neutron is operational, its existence alone is worth 10B+ Product development cost let’s say will be 1B when all is set and done. West duopoly with Space X. Blue Origin one day. $RKLB

Roth Capital raised its Price Target on $RKLB from $50 to $60 and keeps a Buy rating 🟢 This raise comes after Roth attended the company’s dedicated Wallops VR LC‑3 launch site, where the Neutron rocket launch pad is located. The analyst was impressed by $RKLB's progress toward the initial Neutron launch. According to the research note, the Neutron support infrastructure and launch pad are fully in place for the first launch. As a result, the firm has increased confidence in Neutron and the Buy thesis for $RKLB.

@VechainWhale $RKLB

What is the fastest asset to hit 1T market cap? Whatever it is it will soon be $ETH

Done $XYZ ✅

As an end-to-end space company, $RKLB is well-positioned to benefit significantly from the U.S. Golden Dome project: - Space-based sensors for missile supplier base defense with Geost - Constellation build for national security, on time and on budget - Prime contractor and proven integrator across multi-vendor programs - World's most responsive and reliable small launch vehicle - Revolutionized hypersonic and missile defense testing with HASTE - Constellation deployment, national security launch diversity with Neutron - Trusted, fast-moving industry disrupter

$ETH going much higher

Both Nebius and Coreweaves are AI Neoclouds. Coreweave $CRWV trades at 15.25 EOY 2025 P/S. Nebius $NBIS trades at 12 EOY 2025 P/S. But one also has a data labeling business, an autonomous vehicle company, an edtech and the best database management in the world. The other one has nothing. One has $1.4B cash, the other around $10B in debt. $NBIS is massively undervalued here.

@AlvaroMysterio Sir we have covered calls to sell

My $RKLB buddies, you’ll do way way way better than many over time. Just lock in and go live without internet for a few months. Do not get disappointed over daily candles. I got you 😉

Lately I hear FUD on $RKLB insider sells. Let me share this piece of wisdom.

JUST IN: NASA, Pentagon push for SpaceX alternatives amid Trump’s feud with Musk. 👀 "Since Thursday’s exchange, at least three commercial space companies, $RKLB, Stoke Space and Jeff Bezos’s Blue Origin, were contacted by government officials about the status of their rockets and when they might be available for government missions, according to four people familiar with the inquiries." Source: The Washington Post (owned by Jeff Bezos)

$RKLB I strongly believe this is by far the #1 biggest beneficiary of the Elon and Trump feud. Valuation: SpaceX: $350B Rocket Lab: $13B I think the market is going to aggressively rerate RocketLab as investors realize Trump could terminate some of the SpaceX contracts.