Matt Farley

First official trip to the White House was extremely successful.

@muriellebaker The Centennial!

88 launches in 9 years and launch #100 is just around the corner what should we call it?

Nine years ago today, we launched Electron for the first time. Later this year, Electron is expected to reach 100 launches, likely making it the fastest privately developed orbital rocket to hit that milestone. From “It’s a test” to one of the world’s highest cadence launch vehicles in under a decade. Here's a little walk down memory lane from that first historic launch.

Happy everyone enjoyed the Anthony Noto Episode. We’ll have more clips of it posting throughout the week. Really grateful to SoFi for giving us the opportunity and hoping to turn Basis Points into a platform for any CEO/Executive to come on and have an honest conversation with retail investors. Thank you to everyone who took the time to watch this weekend!

@KrisPatel99 Being part of the 1% isn't it. I need to be part of the 0.05%. @ZackBak65886192 knows what I'm talking about.

Been seeing these "motivation" videos on Youtube lately about what it means to a part of the "1%"... Most are pretty cringe worthy and in my opinion don't really reflect what its like being part of the 1%. Alot of people in that category are actually pretty laid back and live a pretty simple life. They don't buy supercars, designer clothes and or fly private jets. In my experience, the real 1%, especially those that got themselves there, move in silence and do things that are based on an understanding that they have been given a privilege and responsibility. They take care of their parents and kids, pay for everyone's dinners, give to charity and enjoy teaching. Greatest part about being part of the 1% isnt buying a supercar to show off... its knowing that most of lifes problems can be solved without any stress. What do you think? Whats your experience with knowing a 1%'er like?

@DripCalc @SayNoToTrading Whatever the op wrote is TL... DR. Bet it was truly insightful though, or inspiring. Whatever they were going for. $RKLB to the mewn, mars and venus.

And then there are guys like @RealMattMoney with $4.xx avg on Rocket Lab and he doesn't care 😁 .. and there is i who sold $4.50 covered calls on my $3.80 $rklb 🤣 ... So now im at $33 avg fully paid off by covered calls... I guess i never learn... But the way i see it- we will hug sub $70 again

What is my favorite space stock to buy today? Is it $RKLB, $ASTS, $FLY, $LUNR, $RDW, $SPCX? None of the above. All you degens on here focus on dreams of upside, while ignoring the nightmare potential of a cascade decline. If you had to buy any of the above stocks at today's valuations and hold for 1 year, your confidence of them being at or near current prices or higher would be optimistic to say the least. Looking further out, it gets even riskier. The potential for SpaceX to crash the party eventually is very real. That doesn't mean $SPCX may not stay up here, especially forced buying following index inclusions keeps demand going for months past IPO. In sympathy, Rocket Lab and others may continue getting bid up. Though eventually that all ends and then what? When we have another growth bear market as we did after 2021, these names could fall hard and take a long time to recover, even if their underlying businesses continue to execute just fine. That's why, even though I own all of the above names (including 7-figures in SpaceX) I would not buy today. That doesn't mean I don't like them but rather, the downside risks are too great for increasing their exposure and holding. My favorite space stock today is Northrop Grumman $NOC. Now you may know them best for the B-2 and its successor the B-21, the center fuselage for F-35 (even though everyone associates $LMT with that aircraft), and the new Sentinel system replacing the current Minuteman III (in service for 50+ years). However, space systems = 26% of revenue and includes satellites, space payloads, launch vehicles/boosters, missile defense interceptors, and space exploration/support. Key programs = Graphite Epoxy Motor 63 (GEM 63), Next Generation Interceptor (NGI), Space Development Agency (SDA) satellites, Habitation and Logistics Outpost (HALO), SLS Booster, and various classified programs. Also don't forget they co-developing Eclipse, a new medium launch rocket, with Firefly Aerospace $FLY. When $RKLB was an EV of a couple billion, I said $NOC should buy them as even at a huge premium, it would be a steal and the best fit among the primes. In the next bear market, I would not be surprised to see them buy Firefly if they continue to execute well. If you think AST SpaceMobile's satellites are complicated, they're nothing compared to the James Webb Space Telescope that $NOC built. The accordion arrays on $ASTS BlueBird satellites are simple compared to the Webb's deployment sequence. For you chip chasing degens, don't forget Northrop owns and operates domestic foundries crucial to national security. Being arguably the highest quality among the prime defense contractors, Northrop has rarely been cheap, but it is cheap relative to recent history. Lumpiness in how contracts are paid, further exasperated by all the govt shutdowns and payments delayed by quarters, means that if you are trying to value it by looking at superficial financial metrics, you will miss what's really going on. First 2 screenshots from Gurufocus.

Rocket Lab Weekly 136 is now on Spotify. Happy to have @JacobKeeton20 on for the first time. Be sure to follow the usual co-hosts! @vinceisbullish @daveginvesting @scotto2050 @MrsIglesiasRKLB $RKLB open.spotify.com/episode/3LyRX1…

Rocket Lab Weekly 136. Don't be a sheep. $RKLB youtube.com/live/j9hu3iooA…

It was a pleasure to sit down with the CEO of $SOFI @anthonynoto to discuss the future of SOFI on @basispointpod. Thank you Anthony for taking the time!

The SPB and AS retail investor interview is now on Spotify! $RKLB spotifycreators-web.app.link/e/R6eLvcmGn3b

@AshFreeCashFlow precisely.

@RealMattMoney Every damn check! Every damn birthday card from Mema! It all counts!

Investing every month for 153 months straight. It’s not about investing once. It’s about investing every damn check.

$RKLB "Currently, no expected impact to schedule." Thank you rocket gods 🙏🏽

I’m not part of SPB’s team, but as an engineer, over designing for loads not expected to be seen would cost more in materials and would drag on lift margins, so it failing at 125% of expected loads seems just right to me. I’m glad we aren’t seeing margins of 150-200%, that’s over engineered and a waste of material and time. Congrats to the team at RL on a successful qualification of the design.

$RKLB @RealMattMoney @Peter_J_Beck @RocketLab Find it interesting that hungry hippo passed qualification with flying colors but structures coming out of Maryland are running into trouble. Perhaps carbon composite know how in RocketLab seems to be concentrated in NZ IMO!

The interstage achieved qualification load (approximately 125% of flight load) but ultimately tested to failure. Not part of the plan, but not entirely unexpected either as we validate design margins. This result gives us added conviction to the overall design and hardware for the next one, which is already in the factory. Currently, no expected impact to schedule.

Someone just reminded me of the short report someone did last year on $RKLB because they had water issues at the pad 😂😂 What an idiot. So many rocket lab of stories are hilarious.

@eliano @JackPrescottX @chadwahl I’ll pay extra if it’s signed by Chad.

@JackPrescottX @chadwahl Before anyone asks, yes, we are working on a Chad desk statue to sell in the store

$PLTR Some highlights from Bob Evan’s recent interview with Forward Deployed Architect at Palantir, Chad Wahlquist🔥: - “The speed of momentum that our customers are seeing.. the shift from 2 years ago and the last 6 months, really, what I’m seeing here is really the difference between ‘hey, I’m building AI products’ to ‘I’m building AI products with AI.’” - “We’ve shifted from bootcamps to what we call agent camps because we’re using agents to help us go build out these components (a lot of times they have AI and other components in the end-product). What we’re able to accomplish by orchestrating the intelligence and this labor force alongside the human creativity, means we can deliver stuff so quickly… so that’s really the shift I am seeing, which is also where the customers get excited because they get started and they’re like ‘holy cow, this is absolutely amazing what you guys are able to do in 3-4 days that was going to take me 3-4 months’… and that’s the type of time compression, but also the valuable output, and people are starting to realize that’s a compounding asset for them.” -[Re: AI infrastructure and orchestrating intelligence] “It really comes back to ‘I have to have the right security, scaling mechanisms, audibility and traceability’. It’s one thing to do this on your desktop, and it’s another thing in enterprise with audit controls and everything else. Having that scaffolding and infrastructure that enables all these things, this is what we have been doing for 20 years, building the platform that goes and gives us the ability to orchestrate intelligence… now we have a new type of intelligence with LLMs and agentic reasoning, so really this is an extension of what we have been doing. And the AI infrastructure is all these components that build up to ‘how do I orchestrate this intelligence against problems’.” - “All of this is in service of building the thing that makes my customer more unique, not more similar... We’ve been around long enough to know that ‘highly custom’ software is kind of a dirty word. ‘You want to go standard’. ‘Well, I don’t want to be the same as everybody else, because you’ve taken away my special sauce’. So how do we give you that right mix of malleable software that allows ‘me to be me’, but also the scale and infrastructure? And that’s where we see Palantir really hits the stroke.. having that AI infrastructure to orchestrate all these components into what I see as ‘my best practices, my best components’, but also give me the flexibility to adjust to how my business runs and what makes me special. And so the AI infrastructure is there, everything in service of, essentially enabling the customer differentiation across the board”. - [Re: Customers quickly returning to expand their contracts] “Customers’ ambition, now, has really expanded in a way where (even our most ambitious customers) we’re able to meet them where they’re at very quickly. And they’re like ‘holy cow, you can do that? Well I have even more ambition’. And so that ~ambition leads to more ambition~ is really what we’re seeing.. ~Doing more with more~ is really the key that we’re seeing across our customer base.” - [Re: Palantir’s organizational efficiency and impressive operating margins] “Palantir runs on Palantir… We have an amazing CRM internally built in Foundry, that is awesome. Our ticketing system, our financials, everything runs in Palantir. So the level of efficiency that we’re wanting to bring to our customers, that’s also why you see the numbers on the street from us, because we’re operating the way we want our customers to be able to go operate. And so we’re really trying to be that picture of efficiency. That’s why you see us really being efficient of our resources both in a financial but also our sales people and our engineers… We saw that growth with really no headcount growth. People are like ‘what the heck’. That’s hard for people to understand.” Link to the full 20-minute interview below

@EndicottInvests How you get this video of me?

GTA 6 on November 19th Me that week:

@OriDekel55 22.

@RealMattMoney At what age did you start investing?

@options_nomad Money goes where attention goes.

@RealMattMoney I just started this year in January. So 5 months so far. But it's an interesing situation. I feel like I am more aware what I spend vs what I invest now. I used to spend everything I make.