Starbase, Texas is home to @SpaceX's headquarters, and the Rio Grande Valley is where thousands of our team members and their families live.
As SpaceX continues to build an exciting future for humanity, we are offering our neighbors in the Cameron County area a 50% discount on Starlink Residential service plans → starlink.com/cameroncounty
Rui Miguel retweeted
👑 FLOW ALERT 👑
$RKLB - $233K Call Buyer - January 25, 2027 Expiry - 113% OTM 👀
Current stock price- $72.52
Rui Miguel retweeted
Added more $RKLB today, bringing my average price down. Space is the future.
Can’t convince me otherwise.
Rui Miguel retweeted
Rocket Lab $RKLB is focused on transforming into a broader space platform
Here’s their full timeline:
2006: Founded
2009: ATEA-1 Reaches Space
2014: Electron Rocket Announced
2018: Electron Rocket Reached Orbit
2020: Begin Space Systems
2022: Spacecraft Scale
2024: Defense Prime Debut
2025: Missile Warning & Tracking
2026: Broader Space Platform
Rocket Lab $RKLB satellite launches are growing faster than their manufacturing market value
Satellite deployments have increased 162%
Manufacturing market has increased 52%
This is how early we are right now
$SPCX
Morgan Stanley’s Adam Jonas says “not a single hand went up” when he asked 40 clients who owned $SPCX despite a $300 target.
The upside he sees is largely in compute with consensus at ~$17 per watt across 4.1 GW while recent short term contracts are closer to ~$40 so every extra $10 per watt can add ~$41B of revenue without adding capacity.
And thats before giving full credit to how launch, Starlink and AI compute reinforce each other so upside comes from how the pieces work together rather than any one business alone.
Rui Miguel retweeted
Morgan Stanley’s Adam Jonas says “not a single hand went up” when he asked 40 clients who owned $SPCX despite a $300 target.
The upside he sees is largely in compute with consensus at ~$17 per watt across 4.1 GW while recent short term contracts are closer to ~$40 so every extra $10 per watt can add ~$41B of revenue without adding capacity.
And thats before giving full credit to how launch, Starlink and AI compute reinforce each other so upside comes from how the pieces work together rather than any one business alone.
SpaceX $SPCX IS one of the cheaper ways to play' space theme, says Morgan Stanley
Morgan Stanley argues that when adjusted for growth, SpaceX is "one of the cheaper ways to play the strong optionality of the Space and Intelligence Economy."
The firm, which calls the stock "cheap and getting cheaper," says investors "still have a few weeks to 'catch' the opportunity before Flight 15."
The firm has an Overweight rating and $300 price target on SpaceX shares.
Rui Miguel retweeted
$RKLB has been a BUY for 3 months.
DCA Optimizer Cost Basis: $63
Normal Cost Basis: $70.26
Current Price: $73.92
+17% gain vs +5.2% gain.
Optimize the cost basis.
$RKLB $VSAT @RocketLab @Viasat @IridiumComm
EQUATYS NEEDS ROCKET LAB. ROCKET LAB DOESN'T NEED EQUATYS
Equatys is a new company set up by Viasat and Space42. It wants to put up to 2,800 satellites in space so normal phones can work anywhere, even with no cell tower nearby.
B. Riley, a US investment bank, thinks Rocket Lab could bring Iridium's airwaves into Equatys, the new phone-satellite venture from Viasat and Space42. I think that guess makes NO SENSES.
Airwaves are the private radio lanes a satellite needs to reach your phone. No airwaves, no service. They are rare, hard to get, and the main prize in the Iridium deal.
Why would Rocket Lab spend about $8B on Iridium, then give its best asset to a venture it does not control? It would turn itself into a supplier inside someone else's network.
My 3 guesses:
Scenario 1: Rocket Lab keeps the rights and upgrade/ build its own constellation in space for providing more functions and services.
Scenario 2: Equatys still has no one to build and launch its satellites. Rocket Lab does both, so it can win that job and still keep its rights.
Scenario 3: Rocket Lab does both. It builds for Equatys and runs its own network too.
There is no deal yet. But Rocket Lab HOLDS the cards.
I am watching for the US approval of the Iridium deal and Rocket Lab's next earnings call.
Patience and Conviction.
@RKLBMan @itschrisray @ValueInIdeas @daveginvesting @FranciscoSpace5 @redrum_2001 @mottbox_ @peterlindmark @MrsIglesiasRKLB @HypaWaveNZ @jinseongeo83473 @MrsIglesiasRKLB @TheVan151 @scotto2050 @Gykiwi03 @nz482648 @AceCrouton @Peter_J_Beck
Rui Miguel retweeted
$RKLB’s reach becomes clearer when you look at the hardware inside other companies’ missions. They’re embedded across the space economy.
@Airbus / @EutelsatGroup /@oneweb panels for 450+ satellites in the original fleet, plus won an order for 200 panels to power another 100 satellites.
$MDA Space / $GSAT: Eight satellites launched in August use Rocket Lab platforms featuring its solar arrays, reaction wheels, radios, avionics and flight/ground software.
Mars: A September 24 update confirmed hardware from its acquired Motiv business is actively operating aboard NASA’s Perseverance rover which includes the robotic arm and Mastcam-Z camera mechanisms.
Rocket Lab recently (Sept 8) reported that its solar products power 1,100+ satellites already in orbit!
These are established deployments and supply relationships show how deeply $RKLB is embedded across the space economy.
Launch cadence tells only part of the success story. With Neutron, it will bring it big time. 🔥🔥🔥🔥💪🚀
Sources:
OneWeb solar panels:
rocketlabcorp.com/updates/ai…
MDA / Globalstar satellite hardware:
rocketlabcorp.com/updates/ro…
Mars robotics and other mission hardware:
rocketlabcorp.com/updates/be…
Rui Miguel retweeted
$RKLB launch count only grows ~3x by 2030 but launch revenue grows ~5x to $1.3B because Neutron is worth WAY more per flight than Electron.
Whats wild is that just 13 Neutron launches at ~$55M each could drive more than half of launch revenue while making up less than a fifth of total flights.
If that ramp works then launch alone would exceed company’s entire current revenue run rate while Space Systems builds the satellites Neutron can carry letting Rocket Lab capture both the hardware and the ride.
