Jules Lim

$RKLB "When you talk about execution, like real serious execution, that is what Rocket Lab did. They did what they needed to do, and they did it in a way that very few public companies are able to do. Now, is that worth $80 billion? Fundamentally, I agree with you. It's not worth 100 times sales." — @amitisinvesting I really appreciated Amit's take on Rocket Lab in his latest podcast. Even though I didn't agree with everything he said, he made some great points and I'd love to see more discussions like this around Rocket Lab instead of the frequent noise surrounding it.

@InvestmentGuru_ $BB

Play to watch in Physical AI 🤖 Robotics & Automation Humanoids, service robots, warehouse bots, field robotics Core Platforms & Robotics Builders $TSLA – Optimus humanoid platform $XPEV – Humanoid robotics + autonomy $HYMTF – Advanced humanoid R&D $RR – Service & field robotics $SERV – Last-mile delivery robots Warehouse & Logistics Automation $SYM – AI-powered warehouse robotics $AMZN – World’s largest robotics deployment $ZBRA – Vision, tracking, automation infrastructure 🚗 Autonomous Vehicles AI that drives, navigates, and makes real-time decisions Autonomy & Driving Intelligence $TSLA – Full-stack autonomy $XPEV – AI-driven autonomous driving $MBLY – Vision-based autonomy platform $QCOM – Edge AI compute for vehicles Perception for Autonomy $INVZ – Automotive LiDAR $LAZR – Long-range LiDAR $OUST – Digital LiDAR $ARBE – 4D imaging radar 🏭 Smart Factories Industrial robots + AI-driven production systems Industrial Robotics & Control $ABB – Industrial robots & automation $TER – Collaborative robots (cobots) $HON – Industrial controls & sensing $ROK – Factory software & automation Manufacturing Intelligence $PATH – Process automation bridging digital → physical $PLTR – AI-driven industrial decision orchestration 🏥 Healthcare Precision, repeatability, and high-margin Physical AI Medical Robotics & Surgical Systems $ISRG – da Vinci surgical robotics leader $PRCT – Next-gen robotic surgery $SYK – Robotic surgical instruments $MDT – Robotic-assisted medical devices 🛰️ Defense & Space Autonomous systems in high-risk, high-complexity environments Autonomous Defense Platforms $AVAV – Unmanned aerial systems $RCAT – Autonomous drones $UMAC – Tactical autonomous vehicles $ONDS – Secure AI communications Field, Extreme & Space-Adjacent Robotics $OII – Subsea robotics & offshore autonomy $FARO – 3D sensing, mapping & inspection $RR – Robotics for extreme environments 🧠 Foundational Layer (Powers All Categories) Brains behind Physical AI $NVDA – AI compute backbone $AVGO – Custom silicon + AI networking $QCOM – Edge AI processing Physical AI isn’t one sector. It’s a stack deployed across five massive industries, each monetizing autonomy in different ways. Most capital is still chasing software AI. Robotics + real-world deployment is the next leg. Not a financial advice, Like and share if you like .

@broheim777 Rebranding is much required

$BB has made a massive move, but I do not think its done. QNX’s integration into NVDA’s Thor imho means it should be a core holding within the robotics/automation theme. They should change their name.

@SocraticScribe 👍

“ $DFSC Let’s dig a little deeper into what Friendofmy found, just in case Clear Street 18.6% ownership isn’t super bullish. Let’s see who signed the 13G Education & Expertise DiBacco holds a BS in Mechanical Engineering from MIT — an unconventional background for a derivatives trader, but highly common among elite quantitative and systematic traders. His core expertise spans Delta One, synthetic stock loan, flow derivatives, hedge funds, and trading systems.[linkedin]”

Will you be at the @Robotics_Summit 2026? Join QNX to see how safe, secure, and deterministic software is helping robotics teams turn AI-driven perception into reliable physical action. 📅 May 27 - 28, 2026 🔗Book a meeting with our team here: qnx.software/en/events/2026…

@BrettKrieger12 Congrats 🎉

Not a bad track record 😄 I have always kept a highly concentrated portfolio with little diversity, betting big on my highest convictions $PLTR $RKLB $ASTS I also made decent returns on $TSLA $CELH $OUST and kept losses small on $DNA $TE Bet big on top tier talent + management Envision the future of the company 5-10 years out. It should be clear they will be much larger than today What macro trends do you see playing in their favor? They don’t come around often. Make sure to take advantage of the opportunity

📣QNX has been selected as a winner of the 2026 RBR50 Robotics Innovation Awards. For 15 years, the RBR50 has recognized the world’s leading robotics innovators, and we’re honored to be included. 💡 Download the full report: therobotreport.com/rbr50-2026-rep… @therobotreport

@BrettKrieger12 @SpaceSector001 👍

@SpaceSector001 Yes, wow! This has come a long way. $RKLB has grown to 60%+ of my portfolio and changed my life

$RKLB I am doing my article research and found my friends first $RKLB buy. Does this bring back memories, Brett? "This is a very long hold."

Peak download speed 98.9 Mbps. From space. With our Block 1 satellites. Direct to a standard smartphone over international waters. No modifications. No new hardware. Next-generation satellites expected to nearly double these speeds! Built in Texas. Space-based cellular broadband. Connecting everywhere. 🌎📶📱 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

@10khourstrading 🤞💪

$MU just following $SNDK to $1000 and beyond and sure I will not buy because hey, it could pullback any second now, right? Anyway, I kind of wish the same price action could happen for $RKLB. Because, why not. One can dream.

@GrindeOptions $ASTS $BB

The most underrated stock in the stock market is… ? 👀

@DekmarTrades $BB

If you found bitcoin is 2012 you are a millionaire. If you found Tesla in 2018 you are a millionaire If you found Nvidia in 2022 you are a millionaire If you found Palantir in 2023 you are a millionaire If you found Sandisk in 2025 you are a millionaire If you found …

@BrettKrieger12 Congrats 🎉

Successful payload deployment!!

@BrettKrieger12 @jinseongeo83473 🎉🎉🎉

$RKLB smashed through ATHs after reporting their best quarterly print in history Congrats shareholders!!

@scotto2050 @RocketLab Thank you👍

As if yesterday’s earnings weren’t enough - the Rocket Lab Weekly crew presents: a 1 hour conversation with Founder/CEO Sir Peter Beck & CFO Adam Spice. Tune in at 5pm ET for an interview you don’t want to miss! See you there!! 🍿 $RKLB 🚀 youtu.be/6KiVCtzl0lc

@Christo43928619 🎉🎉🎉

To all those that beleived in $RKLB at $4. Congrats!! My conviction is even stronger. Still early😎

@vinceisbullish Thank you🙏

Something big is being released on our channels 1 hour after market close!:)

@RKLBMan 🎉🎉🎉

$RKLB carrying space forward. $RKLB +28% $FLY +22% $LUNR +20% $RDW +19% $BKSY + 17% $VOYG +14% $SATL +13% $ASTS +11% $PL +9% HUGE DAY. Congratulations to all shareholders Enjoy it!

@spacanpanman Hope your son recovers fast..

Hey everyone our son fractured his wrist last night. He’s going to be ok. Trying to find a specialist this morning so I won’t be tweeting much.

@ValueInIdeas 🫣💪

$RKLB Again, I'm not asking for much. Just the same post-earnings move we got in Q3 2024 (28.4%) pls? If we get that again, we're easily breaking into new ATHs and landing around $109/share.