Rocket Lab Pleb

$RKLB Below are all the things pleb told you at the April bottom Did you listen?

@BruceTa55302936 Sir I took a very Quick Look at poet when my friend asked me about it - looks like scam would be my 2 cents… Good lk and dyor of course

Half the 900 rklb shares I sold at $73 are now 435 $rklb shares at $63 400 $prme shares at $5.01 and $300 $poet shares at $7.42. In a separate portfolio, one that I can mess with. Sadly I converted this portfolio to a cash account from its initial margin account... Stupid.

@markopolo150 lol congrats, most people like to be poor

@Rocket_Lab_Pleb 🙋🏼‍♂️

$IREN Did anybody listen? lol x.com/Rocket_Lab_Ple…

@level941 literally all the companies in your screenshot are going bankrupt in the next 10 years except maybe CLSK

Everyone shilling IREN and the miners that already pivoted to AI. What about the biggest America miner with the largest BTC treasury that just did? You won’t shill that because your bags are filled. MINING MAFIA ARE SCAMMERS.

@BruceTa55302936 it's a wise move Brucey, there is plenty of irrational exuberance in this stock rn if they launch neutron first pop, then sure and they're capable of doing that but many rockets don't trim, and hold

I have about 5900 $rklb shares purchased since they started for an average of $11.40. This is my first thought of a trim. I'd put this on my revolving credit and in an serious dip I may purchase more in a separate account. Ideally it just goes up nothing wrong with a trim.

$IREN Did you listen yet? Train is leaving the station

$RKLB IYKYK

@Tim_X94 Yessir. Best power portfolio, best power price, best operator, vertically integrated, fwd PE 22 ish

For comparison here is $IREN Prince George datacenter where they will be running the air cooled blackwells. Big difference!

$CIFR Can anyone help me understand why so many people are investing in this name? Is it the 2.5B market cap in combination with CEO guidance for a colocation deal before year end? From the investor presentation I don’t see datacenters, but trailer / container buildings where the mining operations are run. These are not datacenters ready for HPC/AI nor they probably have a team experienced with running T3 datacenters. I would be deeply skeptical if investors they can be anything more then a colocation play. The problem with colocation is that it is an inferior business model, compared to fully integrated neoclouds. $IREN will also do colo or built to suit, but thats just to fund their AI cloud initiative. Thr caveat here however is that you need to have the skills to build and run T3 datacenters and I doubt they can do that.

@Tim_X94 Sir, good to see u like time travelling ceos now, but also, bitcoin is the greatest performing asset of all time for good reason, it’s the new discount rate

The same people making fun of me flipflopping into a “bitcoin miner”, will ask me how I did make a 10x in 2,5 years. Hint: It’s not about the bitcoin.

$IREN Are u not entertained?

@RealMattMoney Yes absolutely

@Rocket_Lab_Pleb But if you are able to reuse it and prove its sustainability… you have to build fewer.

$RKLB The key to neutron cadence is reusability Falcon 9 scaled up cadence rapidly, most of which was due to "reflight"...

@RealMattMoney Does this justify a PS ratio of 50 sir?

Prediction: In 10 years time (2035), Neutron will be launching twice per month, will have launched over 150 times with less than 25 stage 1s. $RKLB

@RealMattMoney Nice graph ! Though manufacturing a big rocket harder than smaller I assume

@Rocket_Lab_Pleb :)

@Tim_X94 Fair enough - important to know what you’re looking for - I like a dreamer who is executing - Dan is a very high quality CEO. BTC/AI are the 2 biggest trends of the digital age. Wild that $IREN isn’t at $50 given how frothy rest of market is… It probably will be by year end.

@Rocket_Lab_Pleb I have very high CEO criteria and believing in wild time travel theories is not the quality I was looking for.

@daveginvesting Based on what happened with $PLTR etc, this can run a lot further, doesn’t mean it’s not already over valued eh

I will probably regret making any sort of prediction short term stoxk prediction, but I am starting to feel like this run for $RKLB is finay running out of steam.

@stevuck Thank you sir, appreciate you

@Rocket_Lab_Pleb This is incredible, on Sharesies too thats a cool feature. Well done!

$RKLB Red dots are the buys, the rest is HODLing The bigger the BASE, the higher in SPACE Ur welcome

$RKLB Well worth a re-read… Arguably, would’ve been a mistake to ever sell Apple or Nvidia

@HypaWaveNZ @RKLBMan Lolz

@RKLBMan To much winning!

$51. Crazy.