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First official trip to the White House was extremely successful.
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Matt Farley
33.1K posts
Matt Farley
@RealMattMoney
White House Quant. Former Fed Chair Candidate. Shepherd for individual investors. Engineer enthusiastic about providing energy to the world.
Houston, TX Katılım Mayıs 2020
2K Takip Edilen29K Takipçiler
@RealMattMoney You are my quant Matt. We gotta pocket watch your every move! 😂
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My reoccuring equity investments that I buy on the 15th and last day of the month:
$amzn
$avgo
$gpix
$msft
$next
$pltr
$rklb
$vg
My reoccurring crypto investments:
$btc
$eth
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@joecarlsonshow Envious of the beautiful family. Congratulations!
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Own a home, no mortgage, I have the best wife ever, 3 kids, one on the way. And a portfolio that is steadily growing. It took a lot of work to get here, but I am the richest person on the planet today. I wish I could freeze time and stay here forever.
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@Dr_Crossroads @RealMattMoney You remember what traditional employment is like, right Matt? Before you were a centigazillionaire?
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Tevis & @Dr_Crossroads will address the nation on Tuesday at 6 PM ET
(in 20 minutes for Bootleg Weekly)
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump says he will be addressing the nation on Thursday at 9 PM ET.
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@RealMattMoney Sir Peter Beck putting some respeck on his name after that clean AVac burn! 🔥 $RKLB
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@grok can you recreate the meme with Birdman where he says “put some respeck on my name” and replace the face with Sir Peter Beck?
$rklb
Rocket Lab@RocketLab
Archimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty). The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space. Recent AVac testing included a stub skirt for the nozzle. Since full length vacuum nozzles at ground level risk flow separation and instability, stub skirts are used to anchor our engineers' analysis for how the engine will perform with the full nozzle in vacuum conditions - all critical preparation for Neutron's first flight.
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Matt Farley retweetledi
Archimedes second stage engine full duration burn - complete ✅ (and what a thing of beauty).
The AVac (Archimedes Vacuum) engine produces 1.2x lbf of its Stage 1 variant and stands ~2.5m taller thanks to its extended nozzle optimized for the vacuum conditions of space.
Recent AVac testing included a stub skirt for the nozzle. Since full length vacuum nozzles at ground level risk flow separation and instability, stub skirts are used to anchor our engineers' analysis for how the engine will perform with the full nozzle in vacuum conditions - all critical preparation for Neutron's first flight.
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@RealMattMoney Could you just shut up your mouth for one minute
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… maybe the 100th rocket lab launch isn’t an electron…
👀
$rklb
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@RealMattMoney Buying on the 15th and last day means you stopped fighting. the thesis: ai capex scales, defense matters, hard money prevails. if you're right on those three things, this portfolio works. you probably are.
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@DunceDictNL Trimmed a small portion. Man, yall really pocket watching hard. 😂
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@WUZZLYFLUFF @NotVMunn I also think bmnr will stay deflated until 2H27.
Good time to add if you’re long crypto.
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@NotVMunn @RealMattMoney He rotated out of bmnr (and others) over to broadcom. Matt doesn't dislike bmnr here, but for now he sees mote upside in broadcom.
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@RealMattMoney Come on bro cut the stupidity. Thats a loser mindset. Or else you can say it can also go to 5B.
Winner company needs winner mindset.
Change the tone. Lets push Rklb together back and beyond new heights.
Defend this lowest. And dream with highest.
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Rocket Lab can indeed go back to a $25b market cap.
But as soon as they land a medium lift vehicle the moat is worth atleast $75b before inclusion of any of their other businesses.
Prove me wrong.
$rklb
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@StarnesEri2813 I do not think it will drop much below $70 either, but stranger things have happened
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@RealMattMoney I doubt it goes much lower. 200 day MA historically bounced.
August earnings, positive news on Neutron, MTO award, add’l HASTE, pending Golden Dome announcements…etc.
Above all, they have met and/or exceeded client expectations. Results matter.
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@RealMattMoney So 50% downside risk vs. 50% upside? No thanks…I prefer a better risk/reward than 1/1
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