Space Investor
@SpaceInvestor_D • 57,088 subscribers
Space investing & news. 100K challenge ⤵️
Shorts
![$RKLB: "We aim to have [Neutron] on the pad and launched by the end of the year. All those numbers are looking good Charles, you shouldn't have sold your stocks" -Sir Peter Beck](https://image.24vids.com/tw-2073407049111622134/amplify_video_thumb/2073406965233881089/img/U97efD1EAZggfqkJ.jpg)
Videos
$SPCX / $ASTS: In this morning’s interview on Yahoo Finance, AT&T CEO John Stankey was very clear about how he sees the satellite segment evolve. He expects AT&T to keep the customer and ~98% of the traffic on its fiber and towers. "there's also going to be the complementary dynamic of us being able to solve that other 2% of the use cases I talked about and bring our customers to those satellite operators, whether it be Amazon or SpaceX."
Space Investor54,601 views • 7 days ago
$SPCX / $AMZN / $ASTS AT&T CEO Stankey explain why AT&T, Verizon and T-Mobile set up the JV, creating a buying consortium. The goal of the JV is to create a buying consortium that can aggregate MNOs satellite volumes, work with multiple constellations, and get the best economics for customers.
Space Investor18,548 views • 7 days ago
$RKLB: While many investors ask when Rocket Lab will build its own Moon lander, Peter Beck explains why his lunar strategy is different: "Where we play in the moon stuff is we provide a lot of components and systems to other folks doing the moon stuff. When you're a moon company, that just plays havoc with your balance sheet, and you're just swinging around all over the place. So we get to play in these programs, but we like to play at a system level rather than a mission level."
Space Investor18,865 views • 21 days ago
![$RKLB: This might be the most powerful Rocket Lab clip you’ll see today. It captures the entire 10-year thesis in 30 seconds. "We've been methodically building capability in our space systems division to the point now where, whether you want to go to Mars, whether you want to go to the Moon, whether you want to do national security, the most exquisite [missions] thereof, we can do it all. Like, piece of cake. There is nothing we cannot build now in orbit." -Sir Peter Beck](https://image.24vids.com/tw-2050274144567136639/amplify_video_thumb/2050274071238078464/img/TPO9YDVYgM0Wzziy.jpg)
$RKLB: This might be the most powerful Rocket Lab clip you’ll see today. It captures the entire 10-year thesis in 30 seconds. "We've been methodically building capability in our space systems division to the point now where, whether you want to go to Mars, whether you want to go to the Moon, whether you want to do national security, the most exquisite [missions] thereof, we can do it all. Like, piece of cake. There is nothing we cannot build now in orbit." -Sir Peter Beck
Space Investor65,239 views • 4 months ago
![$RDW: Mike Gold, President of Redwire Space, just said the quiet part out loud. "On the Moon, we are going to have these vertical solar array technology [that we are proposing], that will not only Roll-Out, but also retract"](https://image.24vids.com/tw-2044500058561769738/amplify_video_thumb/2044499923907874816/img/8pqEe6OZCPFQBxBE.jpg)
$RKLB is expecting updates on the MSR study mission as early as next week. Here’s why this potentially $2B award is a game-changer and means way more than just new revenues: ✅Credibility: Rocket Lab's involvement in a NASA flagship mission like MSR would cement its reputation as a top-tier aerospace company. ✅Technological Advancement: MSR is an interplanetary mission, which requires new high-performance systems like advanced propulsion, navigation, and communication. ✅Expansion: It would validate $RKLB capabilities to handle highly complex, interplanetary missions, making it more competitive for future government and commercial contracts. These advancements could be leveraged for future missions and potentially be commercialized. ✅Talents: Being part of a historic mission like MSR would make Rocket Lab more attractive to top-tier engineering talent and potential strategic partners, boosting its innovation capacity and industry alliances. ✅End-to-end: Winning MSR would mark Rocket Lab’s transition from a reliable launcher to a key player in interplanetary exploration, paving the way for long-term growth, diversification, and innovation. It’s not just about the money, it’s about positioning Rocket Lab as a cornerstone of the new space economy.
Space Investor102,234 views • 1 year ago
While everyone is sharing the Chamath clip, Friedberg’s opening point is the real gem. "The Moon could end up being the next Industrial frontier for humanity. We could run continuous mining and manufacturing processes on the Moon at a fraction of the cost of what it would take to do it here on Earth." One day, there may be more reentries than launches.
Space Investor31,543 views • 5 months ago
![Tory Bruno recently transitioned to become the President of National Security at Blue Origin after serving for a decade as the President and CEO of ULA. On Feb 19, 2026, he sat down for a chat with the NSS Space Forum to discuss his new mission at Blue Origin. The most striking part of the conversation involves Bruno’s description of Blue Ring, a project he specifically moved to Blue Origin to lead. Bruno describes this as a hybrid spacecraft that changes the rules of orbital engagement. Key Features: Mission: It is a GEO-class and interplanetary-class satellite [01:24:40]. Payload Capacity: It can host 13 small satellites or one very large primary payload [01:24:46]. Mobility: It possesses an "enormous amount of delta V," allowing it to maneuver extensively once it reaches its destination, moving above, below, or around celestial longitudes [01:24:54]. AI & Computing: The spacecraft features edge computing, large data storage, and integrated Artificial Intelligence to allow for a high degree of autonomy during missions [01:25:22]. Strategic Purpose: It is designed to act like a "destroyer or corvette" for the space domain, providing the ability to patrol, surveil, and protect assets against anti-satellite threats [56:10].](https://image.24vids.com/tw-2026300513151586588/amplify_video_thumb/2026300172704104449/img/YmrGjSD4t4GtSu5V.jpg)
Tory Bruno recently transitioned to become the President of National Security at Blue Origin after serving for a decade as the President and CEO of ULA. On Feb 19, 2026, he sat down for a chat with the NSS Space Forum to discuss his new mission at Blue Origin. The most striking part of the conversation involves Bruno’s description of Blue Ring, a project he specifically moved to Blue Origin to lead. Bruno describes this as a hybrid spacecraft that changes the rules of orbital engagement. Key Features: Mission: It is a GEO-class and interplanetary-class satellite [01:24:40]. Payload Capacity: It can host 13 small satellites or one very large primary payload [01:24:46]. Mobility: It possesses an "enormous amount of delta V," allowing it to maneuver extensively once it reaches its destination, moving above, below, or around celestial longitudes [01:24:54]. AI & Computing: The spacecraft features edge computing, large data storage, and integrated Artificial Intelligence to allow for a high degree of autonomy during missions [01:25:22]. Strategic Purpose: It is designed to act like a "destroyer or corvette" for the space domain, providing the ability to patrol, surveil, and protect assets against anti-satellite threats [56:10].
Space Investor27,062 views • 6 months ago
