Chris Ray
18.3K posts
Chris Ray
@itschrisray
Tracking innovation through the markets || Space, Drones, AI, Robotics || Posts are not financial advice.
Boston, MA Katılım Temmuz 2024
264 Takip Edilen19.2K Takipçiler
they’re saying second half of july is historically bearish when I aint even experience the bullish first half
English
@Tjernlund You’ll want to search @scotto2050’s account for “$AMZN” but basically RKLB appears to be the clear reaction wheel supplier for Amazon’s mega constellation.
English
The $RKLB x $AMZN reaction wheel connection is nearly impossible to doubt now…
Scott O@scotto2050
BREAKING 🚨 Rocket Lab just updated the data sheet for their 12Nms Reaction Wheel. Dated July 2026, this sheet mentions '1400+ units launched', which happens to align with a certain 'unannounced' constellation 😏 $RKLB 🤝 $AMZN 🚀🛰️
English
Love that $IRDM and $RKLB are pursuing a space application that won’t be competing with SpaceX, AST, or Amazon in the D2D consumer segment.
Feels like a fresh, blue ocean opportunity (even though Iridium has been a big player in this space for a very long time).
Iridium@IridiumComm
Iridium PNT #ASIC is bringing resilient #GNSS protection to devices worldwide 🛰️ The ultra-compact chip delivers trusted positioning, navigation, and timing (#PNT) resilience amid rising #spoofing and #jamming threats. Now commercially available → bit.ly/4bnACPc
English
Chris Ray retweetledi
$RKLB / $KTOS: Stifel notes today that Kratos securing a massive $400M Department of War award is a massive positive read-through for Rocket Lab.
Kratos designs the advanced hypersonic payloads while Rocket Lab’s HASTE flies them.
Rocket Lab announced in March that under MACH-TB 2.0 Task Area 1, led by Kratos, they will perform 20 hypersonic test flights with its HASTE launch vehicle over a four-year period.
More funding for Kratos hypersonic systems should translate directly into a surge of high-margin launch contracts for Rocket Lab.
Space Investor@SpaceInvestor_D
$KTOS: Kratos today announced that it has recently received approximately $400 million in funding from the Department of War (DoW) related to certain hypersonic system and other National Security related programs. ir.kratosdefense.com/news-releases/…
English
@ChairmansLedger Precisely… it will all start looking much more obvious later this year
English
@itschrisray A $1bn+ revenue print for 2027. What happens then?
English
Step 1) Buy $ONDS
Step 2) Ride it down to the bottom
Step 3) Sell for a loss
Step 4) Plug your course in the comments
😂
Peter DiCarlo@pdicarlotrader
Cut $ONDS for a 13% loss. Could it bounce short term? Sure. I am fine without it. Monthly BX is dark red. Historically when that happens, we finish the cycle red about 82% of the time. If this support breaks, there is room for a multi month slide toward $5. I do not want to sit through that. I would rather rotate that capital into a stronger name.
English
@sahilvahora1998 If you can’t endure the pain, don’t own the name
English
@HighNTight__19 If ya don’t have conviction, then ya don’t have conviction…
But yeah, timing seems like it was pretty brutal lol
English
@wave3trades Agreed… share price getting cheaper while revenue guides getting bigger and bigger
English
@itschrisray I dont understand selling here when the risk to reward is amazing
English
@BigLeague_Trade The long term investor does not concern himself with the short term volatility of a generational high-growth company. 🧘♂️
GIF
English
@itschrisray Come on Chris, let's fucking go! We need $ONDS to make it rain!
English
@BrettKrieger12 The only reason to go to space is for D2D consumer cell service. Full stop. 😤
English
@itschrisray I was told there are no use cases for Iridium
plz send halp
English
