LambBullish
62 posts
Moats and valuation are not the same thing.
You could give a group of engineers $40bn and there is a slim chance they will be able to replicate what Sir Peter Beck and his team have at Rocket Lab.
That’s why Rocket Lab is worth what it is. $RKLB
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10% is my long-term dream number. SpaceX has a lot of perfection priced in. What I’m saying is RKLB has more asymmetric upside from a smaller base.
$2.5B by 2030 is a low-ball projection. Rocket Lab will supercharge Iridium’s spectrum, defense spending should keep expanding, and Neutron will improve launch margins. When only a handful of companies hold the keys to orbit, those premiums go up.
Defense prime and end-to-end space company in the making. I’m rolling with Beck.
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@MLambert303 Explain to me why in a few years $RKLB should be 10% of $SPCX?
Analysts project $RKLB to reach roughly $2.5 billion in revenue by 2030, while $SPCX forecasts average around $400 billion making SpaceX’s projected 2030 revenue about 160x larger, or nearly 16,000% higher.
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I’m sorry but $RKLB is NOT undervalued at a $40b market cap.
$ASTS is NOT undervalued at a $20b market cap.
The wind in the space theme sails has dissipated and will remain gone for some time.
IMO $SPCX going public was the worst thing that could happen to space stocks. The allure of investing in space when you couldn’t own $SPCX is now gone.
Not being able to invest in $SPCX was a giant tailwind and huge momentum driver. Deny it all you want, but it’s true.
Expect to see $RKLB in the 40s, $ASTS in the 30s.
$SPCX will be under a $1T market cap.
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My average is my hedge…5k shares at sub 6 sold 1/2 around 90 on the way up…nothing but incredible news coming out. Ive been buying leaps, selling puts all the way down. We are worth 3% of space x and the clear #2 in the world. I am Blessed financially already so I dont need this money today but I kepp a 5-10 yr outlook on all my stocks…With an occasional lifestyle cash out now and then.
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I remember seeing a lot of Jacob's posts relating to $RKLB and $ASTS. He truly shared value to the community. The space sector got hit really hard and it sucks to see people getting wiped out. I'm resharing this post to reinforce the message over the last couple weeks how dangerous it is to time the market esp with margin or short term options. The next "bounce" may not come like the last 100 times and that's the one that could wipe you out. I always advocate for 3-4 high conviction bet in different sectors.
Jacob Keeton 🚀🛰️🧇@JacobKeeton20
I am stepping away from X I got wiped out... completely. My own fault was basically gambling at the end... no crying in the casino, right? Just wanted to put it out there that the space/investing community on X is amazing and thanks for all the memories! Felt special being a small part of it.
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@patrickbetdavid Everyone saying water please educate yourselves on iren ceo post about water today…x.com/danroberts0101…
Daniel Roberts@danroberts0101
One of the most common questions we get about AI data centers is how much water do they use? Fair question. Older designs cooled servers by evaporating water and people naturally assume ours do too. They don't. $IREN's sites are different. Direct-to-chip liquid cooling in a closed loop. Same idea as a car radiator or a fridge. Fill it once and the water just goes round and round. Over the life of a 200MW site, the initial fill plus every top-up averages out to about as much water each year as 3 households. Not a town. Not a suburb. Not a street... 3 houses. Water matters in the regions we build in. Which is precisely why our cooling barely uses any.
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AI data center debate.
What concerns you or excites you about building more data centers?
What’s your solution?
Comment 👇🏾
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This man was contracted by Trump to build a mass surveillance state.
Aaron Rupar@atrupar
here is the entirety of Palantir CEO Alex Karp's televised nervous breakdown this morning on CNBC
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I sold my $iren this morning premarket and have reallocated to $nuai $wulf $cifr
Right now I’m focused on my 4th of July holiday business and will follow up with a space or post to give more detail to those at are concerned with the reasons
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@microm32 @farzyness Hes a investor not a trader…107-125 doesnt matter when 200+
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Just initiated a position on $PLTR for the first time ever.
As models commoditize, Palantir appears insanely well-positioned to deliver the highest value to businesses on a per-token basis.
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LambBullish retweetledi
Rocket Lab is acquiring Iridium Communications Inc – one of the most transformative deals in the space industry.
By combining our launch capability and satellite manufacturing with @IridiumComm’s global satellite communications network and rare spectrum, Rocket Lab becomes a fully integrated, self-launching, tier-1 space power, delivering critical communications capability to millions of users worldwide.
Full details and important information: bit.ly/4eyKLL4
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@DeepValueBagger Both sub 10/share lol I must add 💪🏻 congrats DVB im on the otherside on iren but enjoy your content
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@DeepValueBagger Amazing journey 1st pltr now rklb life is good!
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$RKLB entering the Nasdaq 100 gives me a bit goosebump.
I published my infamous thesis on $RKLB in January 17, 2025 when $RKLB was $24. Many investors followed me and it built my early followings. My article was republished in Korean community and attracted a decent following oversea too. I rarely write a love letter "thesis" for a stock I feel so passionate about. Rocket Lab was literally valued $3B for 2nd most successful rocket company in the US (only 2 companies are successful in the US - i don't count Boeing's record). It was a generational buy to be able to become an equity owner of that company. It would take 10 years just get it right through immense R&D and spending, and most of those companies go bankrupt - not Rocket Lab.
I started buying them since they were $7-$8 from Sept 2024. At one time, I owned more than 30,000 shares of $RKLB, nearly $4m value today. I recently trimmed a large chunk coming up to SpaceX, and hold more than 2000 $RKLB shares.
For all of us who invested this long, I can say that we never expected the price move so fast, and it would make the Nasdaq 100 in only 2 short years. I'm still processing how surreal it is. Congrats everyone!
DVB@DeepValueBagger
As promised, Here is the full thesis on Rocket Labs $RKLB. I am looking at Rocket Labs through the lens of system thinking (first principle, feedback loops, and pattern recognition) and Peter Theil (invested in SpaceX) Zero to One. Read & discuss on this thread. Link: @deepvaluebagger/rocketlabs" target="_blank" rel="nofollow noopener">hackmd.io/@deepvaluebagg…
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@antibearthesis Please tell me people arent that dumb…take a look at market cap my guy…share price does not equal value
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One of these is not like the other:
SpaceX IPO: $135/share
$RKLB: $115/share
SpaceX revenue: $18.7B
Rocket Lab revenue: $600M
Why would anyone buy Rocket Lab over SpaceX?
Kalshi@Kalshi
JUST IN: SpaceX targets an IPO of $135 per share
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JUST IN: Starbucks retires AI inventory tool across North America after it reportedly miscounted & mislabeled store items.
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@RocketLab @USSpaceForce @USSF_SSC But but but they did a dilution….nice work team keep up the awesome work!
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Rocket Lab has been awarded a $90 million contract by the @USSpaceForce’s Space Systems Command @USSF_SSC to design, manufacture, integrate, and operate two geostationary satellites hosting the Heimdall space domain awareness payload produced by Rocket Lab Optical Systems.
Rocket Lab components have long played an essential role in many GEO programs, but this is our first satellite production program for geostationary orbit. The two satellites will be built on our Lightning bus, adapted for the thermal, radiation, propulsion, and station-keeping demands of GEO.
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@SpaceInvestor_D Bunch of babies on here…this is not the 1st offering RKLB has done, the previous ones have given us the power to acquire huge pieces to the puzzle. Sir Pete is the man never disappoints…
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$RKLB: Rocket Lab just announced a $3 billion ATM.
Under the Equity Distribution Agreement, the Company may offer and sell, from time to time, shares of the Company’s common stock, par value $0.0001 per share (“Common Stock”) (the “Shares”), through or to the Sales Agents, acting as the Company’s agents or principal, having an aggregate offering price of up to $3,000,000,000 or by the Forward Sellers, acting as sales agents for the relevant Forward Purchasers.
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all of their ideas now are like “should we dissolve the government, imprison our opponents, and seize every lever of power in the country? we’re the good guys remember, if we don’t do this the bad guys will win (an election)” like they don’t even talk about healthcare anymore lol
Pat Adams@PatAdams96
Kamala Harris is now calling for Democrats to hold a “No Bad Idea Brainstorm” where they discuss: - Abolishing the Electoral College - Packing the Supreme Court - Making Puerto Rico and D.C. states “We’ve got to neutralize these red states from cheating!”
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@MktMavPro Dumb take…its called working your ass off and realizing your hard work is starting to payoff.
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$IREN This. It’s these types of posts that throw red flags. The CEO is so focused on the trading volume and price versus the shareholders being diluted. This just feels scammy like the pumping leading up to earnings…
Daniel Roberts@danroberts0101
Overnight, $IREN traded almost AUD $10 billion in a single session on the NASDAQ - more than the entire @ASX's on-market daily turnover of AUD $7.5 billion. I'll be honest. That number is humbling. But it also stings a little. Because two and a half years ago, we were told we weren't welcome on the ASX. The rejection was disappointing - not just for what it meant for us as a company, but for what it said about Australia's willingness to back next-generation technology at scale. We believed then, as we do now, that the future of digital infrastructure and compute deserved a place in Australian capital markets. Apparently, the feeling wasn't mutual. But we never gave up on Australia. We have continued to try and do business here. We have several large-scale data centre development sites across the country, and our commitment to building world-class, renewable-powered infrastructure on Australian soil has never wavered. Australia has everything it needs to be a global leader in AI infrastructure - the land, the renewable energy, the engineering talent. The permitting and regulatory process remains our biggest challenge - and I won't pretend otherwise. It is slow, complex, and at times deeply frustrating for a business operating at the speed that AI demands. What it needs now is the regulatory and policy environment to not miss out on this opportunity. But we are working through it, and when we get to the other side, we are ready to accelerate.
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The Sir Peter Beck and Adam Spice Interview - 1Q2026 $RKLB
youtube.com/watch?v=JGTKjh…
YouTube
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A big day. Earnings call will proceed as scheduled in 20 minutes. $IREN $NVDA
nvidianews.nvidia.com/news/nvidia-an…
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