RC
@RC_S_
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Investor Across the Defense and Technology Sectors, Focusing on Drones and the Space Industry. Think Tank-Based Research.
Low Earth Orbit
Joined November 2023
SPACE FRONTIER OPENING PLAYBOOK As the space frontier opens up, it’s crucial to study historical examples of new frontiers emerging and what, as investors, we can expect at each phase. While this is a fluid and ever-changing panorama, as humans, we’ve already experienced these
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@DrChrisCombs Clean-sheeting our engine is the best thing we ever did. Wish I’d never wasted time trying to outsource. That was dumb. Btw we are not building a business jet. Overture is an airliner. I hope someone else will do a bizjet. If not I guess we’ll have to, after Overture. Also,
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@imPenny2x @SecDuffyNASA They won’t. SpaceX is moving like lightning compared to the rest of the space industry. Moreover, Starship will end up doing the whole Moon mission. Mark my words.
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We're now starting the third inning of commercial rockets. The first inning had a lot of false starts The second inning was dominated by SpaceX I suspect the third inning will be dominated by SpaceX, Rocket Lab, Blue Origin and China. Stoke Space and Relativity with Schmidt's
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For $RKLB investors bullish on this, please note that Jared mentioned in a podcast that a Mars Sample Return in the fashion of what Rocket Lab presented is not ideal. He mentioned that he preferred to have the Mars samples returned by the first human mission. Only @SpaceX can
Jared Isaacman and President Donald Trump have met in recent weeks and discussed reviving the fintech billionaire’s nomination to lead NASA, a source says
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With rare exception, ideas really are trivial compared to execution. For example, the idea of going to the Moon is simple, but ACTUALLY going to the Moon is staggeringly difficult.
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Today we are launching my favorite feature of ChatGPT so far, called Pulse. It is initially available to Pro subscribers. Pulse works for you overnight, and keeps thinking about your interests, your connected data, your recent chats, and more. Every morning, you get a
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Working on notes from a major think tank on war and the modern battlefield. These are the types of resources that helped me identify major stock winners such as $RKLB, $AVAV, and $KTOS. The report is 210+ pages, working on it.
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Couple of things from the Peter Beck $RKLB interview: 1. Looks like they are still pushing for the 2025 launch of Neutron, but a delay to Q1 of 2026 is very probable. 2. Really liked the capsule message and rationale behind it. There is one single customer right now with already
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Extremely interesting from CSIS. While China's defense spending has increased 13-fold over the past 30 years, its ground forces have decreased by 40% in the last decade. China seems to be getting ready for joint operations between human elements and unmanned capabilities.
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Couple of things from the Peter Beck $RKLB interview: 1. Looks like they are still pushing for the 2025 launch of Neutron, but a delay to Q1 of 2026 is very probable. 2. Really liked the capsule message and rationale behind it. There is one single customer right now with already
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I've been following $RDW closely in order to try and time a good entry point for a small trade. If it weren't for technical analysis, I would have burned myself today. Still following closely, but more room to fall in my opinion.
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Guessing that today's severe $RKLB price drop is run by algorithms on Wall Street taking advantage of a very minor dilution. If you've been here for more than a year, you knew that the dilution was coming. Anyone selling because of this has no clue about investing.
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