ValueOverPrice
2.8K posts
@ValueInIdeas
$RKLB + $EH Investment criteria: - Founder-led - Disruptive - Future Zeitgeist
$ONDS What does “Ondas” actually mean? Where does that word come from? 🤔 @SonnySidePonds got the scoop from the man himself, @CeoOndas: Ondas is a portuguese word meaning “waves” 🌊 One of the founders of Ondas Networks came up with the name as a nod to the radio waves associated with their private wireless networks 📡 “¿Que onda?” is also popular slang meaning “what’s up?” or “what’s the vibe?” 🤙🏼 Really enjoying these interviews from @Zero_Hour_Group with the Ondas commander in chief! 👊🏼
$RKLB: Three Growth Pillars Fuel 35% Revenue CAGR to 2030E Clear Street Initiate Rocket Lab with a BUY and $88 PT (18/03)
$RKLB By 2030: - Electron: 52 launches - Neutron: 16 launches The 16 Neutron launches stand out as quite ambitious, imo. It took Rocket Lab around seven years to scale Electron to that level and their own guidance for Neutron seems to be 1 launch in year one, 3 in year two, and 5 in year three. That said, Neutron is different to Electron in a couple of key ways. It's their second rocket, built with far more experience and designed for reusability from day one. But even if they fall short, say they reach half that, it would still be a massive achievement. So regardless of the exact timeline, I'm convinced Neutron will be a huge success and enable Rocket Lab to take the next step towards their own constellation and space applications. I can't wait to see Neutron launch soon :)
Manifest: Now 70+ launches. Backlog: Over $2B. Launch contracts: 28 sold in Q1 so far, almost as many as were sold in the full year 2025. More details: bit.ly/41hAxac
