RocketMan
@RKLBMan
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Passionate $RKLB investor. Not a space expert, but using X to post thoughts and things I learn along the way. Please DYOD. Also, $ASTS $HIMS $SOFI $NBIS +
On a rock floating in space
Joined April 2024
The 11 stocks I own today and my high level thesis of each (listed by portfolio weight). 1. $RKLB - the best public + proven vertically integrated space company. Period. Neutron will open up massive opportunities with government contracts and commercial applications. Peter
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50% of my portfolio is focused on space. Unlimited TAM - the space economy is still in its infancy. SpaceX $800B valuation validates how much growth is coming. I believe so everyone should have some exposure to this sector if they want to catch the wave upwards. My picks are
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Comfort never looked this good. From chill mornings to late nights out — this sweatshirt’s got your back. Get it now 👉 https://t.co/k2oozr3Wcp
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When is $RKLB gonna hire me???
BREAKING NEWS FOR DDI This week, I accepted an offer to join the $SOFI team in the Office of the CFO. I couldn't be more thrilled and excited for the opportunity to get to work and have a real positive and tangible effect on this company, the millions of members who use its
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Neutron is inevitable $RKLB
$RKLB Neutron. There she is being tugged on a barge. Is that not the sweetest thing ? We're going to get a true return on investment soon guys.
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JUST IN: Air and Space Forces Magazine reports that SDA is preparing to finalise Tranche 3 contracts and will make announcement soon. $RKLB
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$SOFI bulls we're going to have to wait...
S&P 500 INCLUSION DECEMBER 2025: Included: Carvana $CVNA, Comfort Systems $FIX, CRH PLC $CRH Removed: $LKQ, Solstice $SOLS Mohawk Industries $MHK No Reddit, SoFi, or Microstrategy
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SpaceX $800B valuation $RKLB $26B valuation $ASTS $27B valuation
BREAKING: SpaceX is beginning a secondary share sale at an $800 billion valuation, making it more valuable than OpenAI and the most valuable private company in the world, per WSJ.
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@um87777 @ashleevance @MoreMorganB Ok I got it. Chris Hemsworth 🤝 @Peter_J_Beck. It's the same picture.
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Per a MarketsandMarkets report, the global Unmanned Aerial Vehicle (UAV) market is projected to grow from $26.12B in 2025 to $40.56B by 2030, at a CAGR of 9.2%. UAV shipments are expected to rise from 597K thousand units in 2025 to 869K units in 2030. The report also said that
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On Jan 1, 2025 I picked 3 stocks that I thought would have a breakout year this year. They were: - $UBER up +50.85% YTD - $TMDX +122.34% YTD - $QS +149.90% YTD Pretty good. Thinking about 2026. Have a couple in mind.
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Another big account on $ONDS. Turning into a fintwit cult stock quickly.
I nominate Eric Brock, @CeoOndas, as CEO of the year. You've done an absolutely incredible job taking $ONDS from a company people thought was a small cap shit company to probably a frontrunner of the next big thing to happen in defense and security oversight. You have made a
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Heisenberg in
$ONDS Is this the next Fintwit retail name to go? Buying some here. Why not.
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Let's talk delivery robots! 🤖 2 days ago, there was news that the White House is targeting robotics is "all in" at advancing robotic manufacturing. Since, Serve Robotics ( $SERV ) is +30%. $SERV is typically one of the first name people think about in the speculative robotics
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