Rocket L🅰️d / dutch1664 retweeted
On days like today, it's important to zoom out.
No, the AI Revolution is not "over," and the market is not "going to zero."
In fact, the Nasdaq 100 is up +11% YTD and nearly +70% since its April 2025 low.
Meanwhile, the S&P 500 is currently set to post a blended earnings +30.2% growth rate for Q3 2026.
This puts us on track for the third-straight quarter of earnings growth above 25%.
And, even after the biggest hack in crypto history, Bitcoin is down less than -5% this week.
Disruptive technologies like AI will inevitably bring heightened volatility, polarized positioning, and extreme swings in market sentiment.
However, do not let short-term volatility overshadow the broader picture.
We are in the midst of the biggest technological revolution in history.
Technical corrections are healthy, necessary, and an inevitable part of every bull market.
Do not lose sight of the bigger picture.
Rocket L🅰️d / dutch1664 retweeted
$RKLB will report Q3 earnings on November 9th, and Peter Beck teased new Neutron contracts are coming:
"including some new contracts we'll be able to talk about soon and we'll be in the fortunate position of partnering with customers who choose neutron not just for a single launch but for multiple missions across long-term partnerships"
What's your guess on who the new customer(s) will be!?
@AST_SpaceMobile, @amazon , Equatys, @Telesat and NSSL are just some ideas.
Reply below!
Rocket L🅰️d / dutch1664 retweeted
Neutron’s Stage 2 and Thrust Module have arrived to Launch Complex 3 – another major step forward for the team that brings us closer to Neutron’s debut.
Rocket L🅰️d / dutch1664 retweeted
The launch crisis is real, analysts say. Also, some interesting comments from Telesat’s CEO on whether Starship will launch commercial satellites.
arstechnica.com/space/2026/1…
Rocket L🅰️d / dutch1664 retweeted
A ‘hello world’ milestone for Project Suncatcher 🚀
After launching our prototype satellite a few weeks ago, we’ve now successfully sent a command up to orbit, booted up the TPU, ran the prompt, and received our first complete response back on earth - a haiku!
So @mottbox_ finds a new $RKLB contract award. 0-day information.
My @bot picks it and emails it to Claude. (After independently verifying it).
Claude includes it in my morning update. Both me and Claude have 0-day information on $RKLB.
I'm a bit late on setting up my bots correctly but this feels like an edge 🤖
$RKLB 👀 📰
NASA Armstrong signed task order 80AFRC27FA003 with Rocket Lab on Oct 28.
The work: "Integration and flight of the Geospace Dynamics Constellation Trailblazer (GDC-T) payload."
$28.9M obligated, $36.8M with options, with options running out to 2030.
Another NASA science mission flying with Rocket Lab.
Rocket L🅰️d / dutch1664 retweeted
$RDW: Redwire will report Q3 2026 results after the close on Wednesday, November 4.
The earnings call is Thursday, November 5 at 9:00 AM ET.
Rocket L🅰️d / dutch1664 retweeted
Watch it unroll ☀️
This is the moment! Redwire's seventh ROSA wing is unrolling on the @Space_Station using nothing but its own stored energy. No motors needed. Once deployed, it adds 20+ kW of power to the station.
Yes, and those are very welcome. But there's a difference between PR videos and answering real questions. @Peter_J_Beck does a great job of putting himself out there and answering space media questions, as an example.
Rocket L🅰️d / dutch1664 retweeted
$RKLB
Public: We want updates! 😭
@RocketLab: Hold my beer 🍺
Rocket Lab is the indispensable space company.
To add to this... Rocket Lab already has a Starshield-style program. The $397M Space Force SB-AMTI contract awarded back in August: building Flatellites, launching them on Neutron and operating them, delivering tracking data straight to USSF.
So with that in mind, Rocket Lab doesn't need Iridium to win dedicated constellations... but what Iridium does add is the network: a global L-band relay layer, EMSS secure comms, resilient PNT, and possibly hosted capacity on next-gen Iridium satellites(🤷♂️).
rocketlabcorp.com/updates/ro…
Rocket L🅰️d / dutch1664 retweeted
$RKLB $IRDM 🚀 🛰️
The national security angle of Rocket Lab's Iridium acquisition deal might be bigger than some realize.
𝗢𝘄𝗻𝗶𝗻𝗴 𝘁𝗵𝗲 𝘀𝗮𝘁𝗲𝗹𝗹𝗶𝘁𝗲, 𝘁𝗵𝗲 𝗯𝘂𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲 𝗿𝗼𝗰𝗸𝗲𝘁 𝗶𝘀 𝗵𝗼𝘄 𝗦𝘁𝗮𝗿𝘀𝗵𝗶𝗲𝗹𝗱 𝗵𝗮𝗽𝗽𝗲𝗻𝗲𝗱. Rocket Lab will build and launch Iridium's next gen constellation, and they’re already pitching direct-to-device and PNT for national security.
Iridium has served the Pentagon for decades. Space Force's currently active EMSS contract with Iridium is $738.5M, extended through March 2027, with a likely renewal coming fairly soon.
…watch that EMSS renewal. If it comes back bigger, with reserved capacity or government payloads built into next-gen, that might be a tell. 👀
Rocket Lab is still in its infancy imo.
DoD want SpaceX
Nasa want SpaceX
Commercial want SpaceX
SpaceX wants "data centers and chill*"
That reality is access to space is controlled by a handful of companies that have a mandate to put their own interests first. And those interests can change fast.
Executives should be taking a hard look in the mirror and asking themselves if their business model can survive in a world with an unfriendly SpaceX. It's naive at this point to think you could have a business model that relies on F9/Starship and assume you have assured access to space.
Blue Origin seem keen to take on as many projects as possible which could have positives and negatives.
There are still only two scaled launch providers in the market today @SpaceX and @RocketLab.
The moment the market wakes up to this, $RKLB should go ballistic again 🚀🚀🚀
...
*chill = destroy the entire legacy teleco/satcom market.
Rocket L🅰️d / dutch1664 retweeted
I’ve spent a lot of time thinking about, and talking to people about a post-Falcon world. Why sunset the world’s best rocket? Can Starship replace it? What about Artemis? Why are SpaceXers flocking to Memphis? Grab a coffee, this is a long one.
arstechnica.com/space/2026/1…
Rocket L🅰️d / dutch1664 retweeted
$RKLB’s 98th launch was for @hawkeye360 and FOX showed the launch and the jellyfish.
New PR is working and placing releases into the right hands. Imagine what @maddireidy will do to help expand to the mainstream!
$RKLB
Rocket Lab and its latest launch getting more airtime on Fox News again 👀
Always good to see Rocket Lab reach a wider audience.
Rocket L🅰️d / dutch1664 retweeted
Agree, Wild Wild Space is a must watch
Thanks to Ashlee Vance, $RKLB
In preparation of Electrons 100th Launch ReWatching @ashleevance @HBO Wild Wild Space for the gods know how many times @RocketLab $RKLB @Peter_J_Beck 🐐 🚀😍🧑🚀 @planet @Will4Planet $PL
Rocket L🅰️d / dutch1664 retweeted
Rocket Lab hardware featured in @NASA’s Image of the Day.
Our Albuquerque team manufactured the PVA panels that were populated with our high-efficiency, quad-junction Z4J+ solar cells that were integrated onto NASA NEO Surveyor’s 20-ft long sunshade structure.
The array delivers up to 2 kW and is the spacecraft's only power source as it hunts hazardous asteroids and comets.
The sunshade for the NEO Surveyor mission is ready for its day in the sun! 😎
NASA's Near-Earth Object (NEO) Surveyor will hunt for potentially hazardous asteroids and comets that cross Earth’s path. ½
ALT A worker wearing protective cleanroom gear uses a flashlight to inspect a large enclosure covered in solar panels.
