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@rm3700256
ROCKETLAB CORP / AMAZON / MICROSOFT BERKSHIRE HATHAWAY / FTSE ALL-WORLD / HBAR
World Katılım Eylül 2023
450 Takip Edilen641 Takipçiler
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An in-depth discussion between @Peter_J_Beck and @maddireidy is always worth a listen.
Madison Malone@maddireidy
. @RocketLab is bolstering its in-house production of satellite thrusters and lasers as demand grows for constellations. In our latest interview, CEO @Peter_J_Beck shares his thoughts on where the space industry is going and how his company is preparing to benefit. TIMESTAMPS 00:00 - Intro 01:01 - Why Peter Beck axed his own salary 02:17 - Electric Propulsion: Introducing Gauss 05:25 - How Rocket Lab’s Special Projects team solves space industry pain points 08:47 - @mynaric acquisition: Why satellite laser communications is critical 10:55 - $RKLB ’s satellite constellation strategy 12:28 - “The biggest opportunity is yet to be thought of” 13:55 - Are space-based data centers legit? 15:16 - Hyperscaler's strategic access to orbit 17:21 - US$2 billion-plus backlog: Military v Commercial revenue mix 20:06 - @NASA 's Artemis II moon mission! 21:15 - Permanent lunar base thoughts (cc. @NASAMoonBase ) 22:58 - Competition for Mars missions 25:06 - The Big Rocket Race: @SpaceX 's Starship, @blueorigin New Glenn & Rocket Lab’s Neutron 26:58 - Neutron 2026 launch: “We work our ass off” 28:40 - “It’s all about the economics. This is where a lot of space companies go wrong.” 29:37 - Launch cadence & reusability 31:40 - Durability of rocket hardware (does useful lifetime compress with demand, like GPUs?) 33:06 - Outro Disclaimer: I own shares in Rocket Lab. This content is of a general nature and is not intended to be personalized financial advice.
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🦁 retweetledi
Blue Origin put $ASTS BlueBird 7 into a lower-than-planned orbit on New Glenn’s first commercial mission while SpaceX crossed 600 Falcon booster landings & $RKLB finished 2025 with 21 Electron launches at 100% mission success.
SpaceX & Rocket Lab spent years earning that trust & today was a reminder of why that time matters.
Shay Boloor@StockSavvyShay
$ASTS just issued an official update after BlueBird 7 was placed into an orbit too low to sustain operations following Blue Origin’s New Glenn 3 launch. The satellite powered on after separation but will be deorbited while insurance should cover the loss and the next batch remains on track to ship in about 30 days.
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Peter Beck, der CEO von $RKLB hat sein Gehalt auf $1 pro Monat gekürzt 👀 👇
@maddireidy (Moderatorin): Warum haben Sie Ihr Gehalt auf 1 Dollar gekürzt und den Bonus abgelehnt?
@Peter_J_Beck: Ich habe einfach sehr pragmatisch gedacht. Mit meinem Gehalt, Bonus und Aktien könnte ich viele Ingenieure einstellen, und mit diesen Ingenieuren könnte ich viel Arbeit erledigen.
Darum investiere ich nur noch in founder-led Unternehmen: Die Gründer stecken jeden Schweißtropfen in ihr Unternehmen.
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$RKLB CEO Peter Beck said the company is building more of the core components needed for a future satellite constellation through vertical integration across propulsion, optical links & power systems.
That matters because as Starlink, $ASTS & now $AMZN scale their satellite networks then owning more of the stack becomes a major advantage in cost, speed & margins.
Shay Boloor@StockSavvyShay
SPACE ECONOMY CHEAT SHEET A SpaceX IPO likely forces the market to look beyond rockets and start repricing the full supply chain and infrastructure layer beneath the space economy: Spacecraft & Launch Systems • $YSS manufactures standardized satellite buses for rapid deployment • $RKLB builds launch vehicles, spacecraft systems & broader orbital infrastructure • $VOYG supplies space infrastructure & in-space services for government programs • $LUNR provides lunar landers & surface delivery systems tied to NASA Artemis missions • $FLY develops launch vehicles & lunar lander services for commercial & government missions • $RDW manufactures spacecraft components, deployable structures & in-space manufacturing systems Satellite Operators & Services • $BKSY provides real-time geospatial intelligence & high-revisit satellite imagery • $IRDM operates the only truly global LEO satellite network covering the entire planet • $SPIR delivers satellite-based data & analytics across maritime, weather & RF monitoring • $AMZN building a direct-to-device & broadband satellite network through Project Kuiper + $GSAT assets • $PL operates the largest Earth observation constellation serving commercial, defense & intelligence customers • $ASTS building a space-based cellular broadband network for D2D connectivity with BlueBird 7 launching April 19 & 45-60 satellites targeted by year-end 2026 Raw Materials & Mining • $AA supplies aluminum used in launch vehicles & spacecraft structure • $FCX provides copper that feeds power systems & electronics across the space stack • $TECK offers diversified exposure to critical minerals tied to aerospace & industrial buildout • $MP controls the only scaled rare earth mining & processing asset in the U.S. supporting satellite & propulsion supply chains Specialty Materials & Alloys • $ATI produces titanium & nickel alloys critical to propulsion & aerospace systems • $HXL makes carbon fiber composites used in launch vehicles & satellite structures • $PKE manufactures advanced composite materials for aerospace & defense structures • $CRS supplies high-performance alloys used in rocket engines & spacecraft component • $GLW supplies specialty glass & optical components for satellite communications & sensing • $MTRN provides advanced materials & precision components for defense and space systems Electronics & Semiconductors • $QRVO supplies RF chips & filter components for satellite communications payloads • $LITE supplies optical components & lasers used in high-speed communications links • $ADI supplies precision analog & sensing chips used across satellite and launch systems • $COHR provides lasers & optical components tied to satellite & communications systems • $NVDA provides AI compute infrastructure for satellite data processing & autonomous systems • $STM provides semiconductors for guidance, control & communications in space-grade applications • $AVGO supplies connectivity & networking semiconductors used across communications infrastructure
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@TCII_Blog $BRK.A
We'll know in May, but Berkshire Hathaway may have made a massive purchase of NextEraEnergy 🫵🏻
$BRK.B 💰 $NEE 👀👀
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Very odd if speculative reporting is true that *all* of Todd Combs' picks at Berkshire Hathaway $BRK.B are being discarded by Greg Abel. Sure, get rid of SiriusXM $SIRI, but no need to discard Amazon $AMZN when you have $370+ billion in cash. Seems a bit personal (not rational).
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@UnHedgedChatter $BRK.A
We'll know in May, but Berkshire Hathaway may have made a massive purchase of NextEraEnergy 🫵🏻
$BRK.B 💰 $NEE 👀👀
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WSJ: Greg Abel Has Been Leading Berkshire for 100 Days. Things Are Already Changing. [Strange article.] $BRK.A
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@Larryjamieson_ $BRK.A
We'll know in May, but Berkshire Hathaway may have made a massive purchase of NextEraEnergy 🫵🏻
$BRK.B 💰 $NEE 👀👀
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Sounds like Greg is just gonna run with the portfolio himself? Feels bad
UnHedgedChatter@UnHedgedChatter
WSJ: Greg Abel Has Been Leading Berkshire for 100 Days. Things Are Already Changing. [Strange article.] $BRK.A
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You have to bet your entire portfolio on ONE CEO for the next 10 years.
Who are you picking?
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Top of the morning ☕📈
Peter Lynch once said:
“Time is on your side when you own shares of superior companies.”
Great companies help you sleep well at night (SWAN) such as $AAPL $AMZN $GOOGL $META $MSFT $NVDA $CAT $DE
Get invested in superior companies, and stay invested. Trust execution, and let compounding do its thing. Time rewards conviction, not activity. What are some of your SWAN companies you own?
Stay bullish 🤝
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MASSIVE: Hedera is now being integrated into the FedNow ecosystem via real-world payment use cases, connecting to U.S. payment rails.
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🚨 Just found a crazy tokenisation sandbox that involves THE BIGGEST NAMES IN FINANCE 🚨
BlackRock, Goldman Sachs, JPMorgan, Citi, Deutsche Bank, UBS, Fidelity, State Street + more.
And 2 cryptocurrencies sitting in the middle $HBAR $XLM!
$CC and $QUANT were also involved!
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He comprado 0,20 btc a mi hija de 4 años, se lo daré dentro de 14 años cuando cumpla 18, espero que pueda acceder a una vivienda e independizarse con esa cantidad.
A cuanto creéis que equivaldrá 0,20 btc en 2040? 🤔
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@CrypttoManiac_ Óbvio que sim
Os mais espertos vão saltar fora dentro de 5/7 anos
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Which stock did you add to your portfolio the very second the market opened this morning?
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@andrewcoye @4Awesometweet @JerryCap We'll know in May, but Berkshire Hathaway may have made a massive purchase of NextEraEnergy 🫵🏻
$BRK.B 💰 $NEE 👀👀
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True!
Greg and Warren have got $40-$50 billion per year of CFOA coming in. ~$15 billion of capex leaving ~$30-35 billion per year of free cash flow and $380 billion in Tbills.
So ~3% per year of buybacks with FCF ($30 billion) and the occassional $5 - 10 - $50+ billion acquisitions (Greg's track record includes: PacifiCorp, Dominion pipelines, Covepoint, Altalink, OxyChem, etc. More to come...!)
Also don't underestimate Ted Weschler who identified $AAPL, attempted to buy $TSM and recently $GOOG. Plus $KR, $DVA and $SIRI, $CHTR, DTV, TMUS, etc.
Who's to say he doesn't find tens or hundreds of billions of equities when the opportunity arises?
And finally, Greg can probably squeeze out $1-3++ billion of incremental operating earnings from $BNSF, $BHEnergy (wildfire claims), $PCC (aerostructures), and a housing recovery which would support the entire portfolio (Clayton, building products, etc.)
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$AMZN $ASML $CSU seems like a perfect three stock portfolio. There is a high probably all three are AI winners. But at worst you're hedged.
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🦁 retweetledi
$BRK.B - Berkshire still wears Buffett’s values, but it’s already running on Abel’s operating tempo.
That’s the part the market can miss, because Abel is preserving Berkshire’s symbols while changing the management cadence underneath.
No move from Omaha is part of the message, and it matters because Abel seems to understand that Berkshire’s culture is an asset, not something to modernize away.
He has also kept the old frame intact: fortress balance sheet, no dividend, and a concentrated long-term equity book built around Apple, American Express, Coca-Cola, and Moody’s.
Under the hood
The shift is managerial, not cosmetic.
Abel has already started tightening the machine with leadership changes, direct oversight of BNSF, Berkshire Hathaway Energy, Pilot, McLane, industrial products, and building products, plus a more nuts-and-bolts focus on how the operating companies are actually performing.
This still looks decentralized, but less like Buffett’s trust-first model and more like autonomy with teeth.
At Berkshire’s scale, that matters more than style points, because small gains across the operating companies can compound harder than one flashy headline deal.
Capital allocation is talking too
The buyback restart was the cleanest tell.
Berkshire resumed repurchases on March 4, its first since May 2024, and Abel went out of his way to say the stock was below intrinsic value and that the leadership transition made the signal worth sending early.
He also put roughly $14.6 million of after-tax pay into Berkshire stock, which tells you he wants alignment to be visible, not assumed.
The portfolio message is getting sharper too.
Abel’s first letter did more than defend concentration; it explicitly named the core holdings and said Berkshire’s Japan investments belong in the same long-term bucket as its major U.S. positions, a view that quickly showed up in the $1.8 billion Tokio Marine stake.
A lot of investors will keep waiting for the first elephant-sized acquisition as proof he is really in charge.
I think that’s the wrong test.
The bigger story is that Berkshire appears to be moving from founder stewardship toward operator discipline, with more active execution on businesses, buybacks, and portfolio priorities while keeping the values wrapper intact.
Bottom line: Abel is not trying to replace Buffett stylistically; he is starting to replace Buffett’s trust-based cadence with a more hands-on execution rhythm, and that is the real post-Buffett story.
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