Space Investor
@SpaceInvestor_D • 50,656 subscribers
Ex market maker. Now Investing in the final frontier. Subscribe for more ⤵️
Shorts
Videos
![$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)
$RKLB: This might be the most powerful Rocket Lab clip you’ll see today. It captures the entire 10-year thesis in 30 seconds. "We've been methodically building capability in our space systems division to the point now where, whether you want to go to Mars, whether you want to go to the Moon, whether you want to do national security, the most exquisite [missions] thereof, we can do it all. Like, piece of cake. There is nothing we cannot build now in orbit." -Sir Peter Beck
Space Investor64,452 görüntüleme • 1 ay önce
![$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)
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 Investor31,459 görüntüleme • 2 ay önce
$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 görüntüleme • 1 yıl önce
![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 görüntüleme • 3 ay önce
$RDW / $RKLB / $ASTI Space solar is shaping up to be a major space theme for 2026.
Space Investor24,986 görüntüleme • 4 ay önce
$ASTS JUST IN: Remarks from FCC Chairman Brendan Carr's Build America Speech "The Build America agenda will expand America's Space Economy" "I want to see US companies dominate in Orbit" "The Build America will inject Rocket Fuel into out licensing process" Hear it for yourself below 👇
Space Investor25,950 görüntüleme • 11 ay önce
$RKLB I’m so pumped after watching this! Peter Beck just published an article in SpaceNews about Rocket Lab’s Mars Sample Return (MSR) concept. "NASA should immediately move to fund the commercial MSR concepts in hand, allowing it to execute MSR ahead of schedule and significantly below legacy cost projections. Rocket Lab is ideally positioned to do this."
Space Investor30,732 görüntüleme • 1 yıl önce
$RDW The combination of Redwire and Edge Autonomy creates a uniquely positioned space and defense company. "Redwire is poised to provide end-to-end solutions for multi-domain operations from the surface of the earth to the surface of the moon and beyond." -Peter Cannito, CEO Here's Edge Autonomy CTO Allen Gardner talking about their Stalker UAS.
Space Investor13,129 görüntüleme • 1 yıl önce
Daha fazla içerik yok.