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Sunny Long
1.7K posts
Sunny Long
@real_sunny_long
🚀 OG $RKLB long investor & Sir Peter Beck superfan | Daily space launches, Rocket Lab updates, autonomous driving & robotics insights. Follow for alpha💪 #RKLB
🌍 Earth | Space Explorer Sumali Nisan 2015
745 Sinusundan607 Mga Tagasunod
@real_sunny_long The absolute worst thing about Rocket Lab is their Reddit community of whining pussies who seem to be intolerable of patience.
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$RKLB
We have over five months from the first time we hit $70. Seems like forever for some.
But for me, that’s rookie numbers. For my $TSLA stock, we’re closing in on almost five years since we first hit $380 🙃. Never sold one share. Still up 5x on my investment.
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@real_sunny_long $RKLB has a future, while $TSLA unfortunately does not.
Best of luck though.
When did you buy your Tesla shares?
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@DaSteeringWheel Agree to disagree. I believe Tesla at this price is a steal. I don’t buy it right now because I already have a good position and I think RKLB will do better. But Tesla with robotaxis and Optimus will for sure have a bright path forward.
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Good investments are measured in years, not in trading days.
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For 25+ years, we’ve sustained human presence on the ISS. It’s our testbed for life support, spacesuits, and long-duration flight.
Now we’re taking those lessons to the Moon.
Starting in 2027, robotic landers and rovers will build toward a steady cadence as we construct a lunar base and extend American leadership to Mars and beyond.
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On March 22, an uncrewed Progress 94 resupply spacecraft will lift off to bring fuel, food, and supplies to the @Space_Station. Learn more about how you can watch it launch and dock: go.nasa.gov/4soCAFE
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Sunny Long nag-retweet
The next chapter of America’s journey to explore the solar system begins TONIGHT.
Artemis II and the SLS rocket roll out of the Vehicle Assembly Building to Launch Complex 39B as we target a launch attempt as early as April 1. This mission will potentially send astronauts farther into space than any human has traveled before - around the Moon and safely back home.
And, under @POTUS’ National Space Policy Directive, we’re just getting started.
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Why isn’t @elonmusk also in charge of NASA?
Elon Musk@elonmusk
2 heavy-class rocket flights in 10 hours
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@DBurkland @pbeisel It’s in testing right now. Wide release in a few weeks.
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Tesla’s forthcoming AI5 uses a half-reticle design, which is crucial for yield. A reticle defines the imaging area of a lithography machine, fitting two chips per shot effectively doubles yield.
This means the Tesla chip design team had to carefully manage die features, for instance dropping the older ISP (and classic GPU) to make room for more AI cores.
By contrast, NVIDIA’s Blackwell fills nearly a full reticle, making it a single-reticle design.
If Tesla hits its compute and efficiency targets with AI5 in this half-reticle format, it’s almost like cutting fab requirements in half.
And this has a big impact on Terafab, especially if it carries forward for AI6, AI7, etc.
phil beisel@pbeisel
Terafab may be the most essential vertical integration Tesla has ever undertaken— and it is truly non-optional. It will take years to build and will test even Elon’s speedrunning abilities to the limit, but that won’t stop him from trying. The breakthrough likely lies in overhauling the overall facility’s cleanroom model. By moving wafers in sealed pods with localized micro-environments, the fab no longer needs a monolithic ultra-clean space. Elon’s line about “eating cheeseburgers and smoking cigars” on the fab floor isn’t silly, it’s the practical reality of a radically simpler, cheaper, faster approach that could finally change the economics of chipmaking. This is all forced by the brutal “pinch” in chip supply. Tesla must produce on the order of 100–200 billion AI chips per year just to saturate its roadmap. That volume powers: FSD cars & Robotaxis (tens of millions of vehicles needing AI5 inference for near-perfect autonomy), Physical Optimus (scaling from thousands today to millions per year, each requiring AI5/AI6-level compute), Digital Optimus (the new xAI-Tesla software agents for digital/office automation, running massive inference clusters), Space-based data centers (AI7/Dojo3 orbital compute for GW-scale training and inference beyond Earth limits). AI5 delivers the ~10× leap for vehicles and early robots; AI6 shifts focus to Optimus + terrestrial DCs; AI7 goes orbital. No external foundry (TSMC, Samsung, etc.) can deliver that scale or timeline— hence the Terafab launch. Without it, the entire robotics + autonomy future hits a brick wall. Terafab isn’t optional; it’s the only way forward.
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🇫🇮 Finland is the happiest country in the world for the 9th time!
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Tesla@Tesla
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@real_sunny_long I look forward to that day.
Strongly taken down.🚀
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$RKLB
This seems like ages ago, when Rocket Lab was trading at $4, but it was just two years ago.
There were very few people back then that believed we would more than 15x in two years. Only “fools” that didn’t know how to read charts and couldn’t measure fundamentals believed it. I was one of those fools.
Now I truly believe that with SpaceX IPO, Neutron, Golden Dome, constellation opportunities, HASTE and space systems, we will see at least a 10x from here in the next five years.
Maybe I’m a fool once again…
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