Josh Sharp
16.1K posts
Josh Sharp
@ShowInvestment
Long Term Investor // Space Enthusiast // Creator of Permavestor and @BloodSportPicks
LOL Trevor Milton is raising $1B at a $4B valuation for an autonomous jet (consumer and military), says the most wealthy people in the world say “we can trust you now” because of the Trump pardon, and Trump affiliates are helping him. Good luck! wsj.com/business/trevo…
Our largest launch contract yet: 20x new HASTE launches for @DeptofWar to accelerate hypersonics for America. We're delivering reliable, modern hypersonic capabilities to the nation with speed and affordability - and the first mission in this block of launches is just months away🚀
$RKLB Big acquisition Idea: Rocket Lab can leverage its proven ATM capital-raising strategy (the same playbook that funded growth & M&A like Mynaric) to acquire Starcloud and instantly dominate orbital AI data centers! Starcloud (NVIDIA-backed) already launched an H100 GPU into orbit, trained the first AI model in space, and just filed for an 88,000-satellite constellation. The timing is insane: Rocket Lab just unveiled advanced silicon solar arrays —specifically designed to power gigawatt-scale space-based data centers. Starcloud CEO Philip Johnston even called it a “gargantuan market” and “great for Rocket Lab shareholders” on a post on X. - How it benefits Rocket Lab: • Full vertical integration: Neutron launches + Photon satellites + brand-new solar power + orbital AI compute operations • Instant NVIDIA ecosystem play: Space GPUs for training/inference with 10x lower energy costs, unlimited solar, and radiative cooling • Diversifies into high-margin AI infrastructure revenue beyond launches • Positions RKLB as the end-to-end leader in the next space economy - How it benefits Starcloud: • Rocket Lab’s capital, manufacturing scale, and frequent/dedicated launches to actually build their 5 GW+ vision fast • Proven space systems expertise (no more relying only on SpaceX for rides) • Solar arrays tailor-made for their massive orbiting data centers Rocket Lab + Starcloud + NVIDIA = The future of AI training & inference… in orbit. Sustainable, scalable, and off-Earth. What do you think? Partnership first or full acquire? Are we getting a RocketCloud or RocketAI in the future?? @RocketLab @Starcloud_Inc1 $RKLB #SpaceAI #NVIDIA #OrbitalDataCenters
Volatility breeds opportunity in the stock market.
T-6 days to launch for "Daughter Of The Stars" - Electron's 85th launch and first time flying a dedicated mission for the European Space Agency @esa 🛰️🛰️. Integration and encapsulation is now complete, with ESA's 2x satellites secured to Electron inside its nose cone and ready for launch.
New Roadster unveil hopefully next month. It will be a banger next-level.
Ciryl Gane will have a 2 inch reach advantage over Alex Pereira
