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$RKLB Absolutely loved this new Rocket Lab video explaining Neutron and how it will fly! Great to see even more details about the vehicle. Really exciting stuff!

ValueOverPrice

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$RKLB Rocket Lab and Iridium just released a brand new video explaining how the Iridium service works! Already loving it! 👀

ValueOverPrice

46,858 Aufrufe • vor 2 Monaten

Great $RKLB question from Matt Farley “How do you frame the $IRDM acquisition as a turning point for Rocket Lab?” AS: “90% of the R&D we’re spending is going towards Neutron.” “[Iridium acquisition] puts our financials on steroids. This really accelerates where we would have been by several years.” “This will create a flywheel to explore more market expanding ideas.” $RKLB will soon see a large reduction in R&D and a massive uptick in cash-flow

Great $RKLB question from Matt Farley “How do you frame the $IRDM acquisition as a turning point for Rocket Lab?” AS: “90% of the R&D we’re spending is going towards Neutron.” “[Iridium acquisition] puts our financials on steroids. This really accelerates where we would have been by several years.” “This will create a flywheel to explore more market expanding ideas.” $RKLB will soon see a large reduction in R&D and a massive uptick in cash-flow

Brett Krieger

41,686 Aufrufe • vor 2 Monaten

$RKLB Neutron will be the largest carbon fiber structure to ever fly once it's completed. Some critics say it's not realistic because it would be the first carbon fiber structure of that size to fly, but I'd argue Rocket Lab is pretty good at firsts: "We were the first to 3D print a rocket engine and put it into orbit. We were the first to do an all carbon composite rocket and put it into orbit. We were the first to do all fiber optically networked avionics suite on a launch vehicle and put it into orbit." — Sir Peter Beck, Rocket Lab CEO

$RKLB Neutron will be the largest carbon fiber structure to ever fly once it's completed. Some critics say it's not realistic because it would be the first carbon fiber structure of that size to fly, but I'd argue Rocket Lab is pretty good at firsts: "We were the first to 3D print a rocket engine and put it into orbit. We were the first to do an all carbon composite rocket and put it into orbit. We were the first to do all fiber optically networked avionics suite on a launch vehicle and put it into orbit." — Sir Peter Beck, Rocket Lab CEO

ValueOverPrice

27,984 Aufrufe • vor 2 Monaten

$RKLB New Peter Beck interview on Fox Business! "World domination is definitely part of the Rocket Lab thesis." Love the confidence! And that bloke asking about Neutron looks familiar FranciscoSpace5🚀🔬🦛 👀

$RKLB New Peter Beck interview on Fox Business! "World domination is definitely part of the Rocket Lab thesis." Love the confidence! And that bloke asking about Neutron looks familiar FranciscoSpace5🚀🔬🦛 👀

ValueOverPrice

51,882 Aufrufe • vor 5 Monaten

$RKLB Rocket Lab Robotics is very exciting! It makes Rocket Lab "one of the few companies in the world capable of delivering Mars missions across the entire spectrum. That's launch, spacecraft, software, and now Mars proven robotics for surface and on orbit operations." More info in the video below 👇

$RKLB Rocket Lab Robotics is very exciting! It makes Rocket Lab "one of the few companies in the world capable of delivering Mars missions across the entire spectrum. That's launch, spacecraft, software, and now Mars proven robotics for surface and on orbit operations." More info in the video below 👇

ValueOverPrice

13,475 Aufrufe • vor 2 Monaten

$RKLB Rocket Lab in 2015. Before Electron had launched even once. Before the billions in market cap. Before the thousands of employees. Just a great team with a vision. Incredible to see where they started and how far they have come.

$RKLB Rocket Lab in 2015. Before Electron had launched even once. Before the billions in market cap. Before the thousands of employees. Just a great team with a vision. Incredible to see where they started and how far they have come.

ValueOverPrice

12,917 Aufrufe • vor 3 Monaten

$RKLB "Neutron will be the largest carbon fiber structure to ever fly when completed" It's so cool that we get to hear directly from the people actually building the rocket about the process, the details and the challenges involved. But it's also very silly how some people on Twitter, despite never having built a rocket or having any real expertise in the field, feel qualified to talk shit about a project that countless engineers and technicians are working incredibly hard to bring to life ASAP...all for views and engagement.

$RKLB "Neutron will be the largest carbon fiber structure to ever fly when completed" It's so cool that we get to hear directly from the people actually building the rocket about the process, the details and the challenges involved. But it's also very silly how some people on Twitter, despite never having built a rocket or having any real expertise in the field, feel qualified to talk shit about a project that countless engineers and technicians are working incredibly hard to bring to life ASAP...all for views and engagement.

ValueOverPrice

22,220 Aufrufe • vor 3 Monaten

$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:

$RKLB I expect Rocket Lab annual sales to climb to $15+ billion in 10 years vs approx $600M today. That's 25x from here. Much of this will depend on success of Neutron that's launching in 2026. A lot of data-driven research. I asked AI to dumb it down to produce this video:

JaguarAnalytics

40,708 Aufrufe • vor 10 Monaten

$RKLB ok guys don’t freak out. We have seen this type of testing before. Remember this one? More than likely Rocket Lab did a Neutron Stage 1 tank Cryo test like they did with stage 2. My guess, we are about to get a cool video soon from RL of what happened last night.

$RKLB ok guys don’t freak out. We have seen this type of testing before. Remember this one? More than likely Rocket Lab did a Neutron Stage 1 tank Cryo test like they did with stage 2. My guess, we are about to get a cool video soon from RL of what happened last night.

FranciscoSpace5🚀🔬🦛

28,561 Aufrufe • vor 8 Monaten

$RKLB just posted record $2.36B of backlog and more than $1B of new launch and Space Systems contracts showing the business underneath Neutron is already scaling across rockets, satellites and components. CEO Peter Beck says “the window for an end year launch is narrowing” because Rocket Lab would rather qualify Neutron for reusability and high cadence than rush Flight 1 since the real moat comes from making medium-lift launch repeatable instead of simply proving it can fly once. If Rocket Lab gets that right then Neutron becomes the missing piece in a full-stack space platform that can design satellites, manufacture key components, build spacecraft, launch and operate constellations and eventually layer on recurring communications revenue through Iridium.

$RKLB just posted record $2.36B of backlog and more than $1B of new launch and Space Systems contracts showing the business underneath Neutron is already scaling across rockets, satellites and components. CEO Peter Beck says “the window for an end year launch is narrowing” because Rocket Lab would rather qualify Neutron for reusability and high cadence than rush Flight 1 since the real moat comes from making medium-lift launch repeatable instead of simply proving it can fly once. If Rocket Lab gets that right then Neutron becomes the missing piece in a full-stack space platform that can design satellites, manufacture key components, build spacecraft, launch and operate constellations and eventually layer on recurring communications revenue through Iridium.

Shay Boloor

147,825 Aufrufe • vor 1 Monat

$RKLB The newly confirmed NASA Chief, Jared Isaacman, mentioned Rocket Lab twice today on Bloomberg: "We're grateful for those that go in commercial industry, whether it's, again, Blue Origin, SpaceX, Rocket Lab" "It is an incredible field of commercial space companies that exist today. I mean, you can talk about Stoke and ULA and Rocket Lab and Firefly." I think it's fair to say Isaacman is set to usher in a new era for commercial space companies and I believe Rocket Lab is best positioned to benefit from it.

$RKLB The newly confirmed NASA Chief, Jared Isaacman, mentioned Rocket Lab twice today on Bloomberg: "We're grateful for those that go in commercial industry, whether it's, again, Blue Origin, SpaceX, Rocket Lab" "It is an incredible field of commercial space companies that exist today. I mean, you can talk about Stoke and ULA and Rocket Lab and Firefly." I think it's fair to say Isaacman is set to usher in a new era for commercial space companies and I believe Rocket Lab is best positioned to benefit from it.

ValueOverPrice

81,360 Aufrufe • vor 9 Monaten

$RKLB heads into earnings this afternoon in a very different place than even a year ago because the story is no longer just about being the number two launch provider behind $SPCX. Electron, HASTE, Space Systems and the recent defense wins are already turning Rocket Lab into a much broader space company before Neutron even starts contributing. The main thing I want today is still a real Neutron update since I care much more about concrete progress across Archimedes, tank testing, vehicle integration and launch infrastructure than whether management simply says Q4 2026 is still on track. The bigger picture is whether Rocket Lab can keep layering businesses on top of that foundation with the ~$266M HASTE award, $816M SDA win, ~$397M SB-AMTI contract and $IRDM acquisition expanding the company across launch, spacecraft, defense and recurring communications.

$RKLB heads into earnings this afternoon in a very different place than even a year ago because the story is no longer just about being the number two launch provider behind $SPCX. Electron, HASTE, Space Systems and the recent defense wins are already turning Rocket Lab into a much broader space company before Neutron even starts contributing. The main thing I want today is still a real Neutron update since I care much more about concrete progress across Archimedes, tank testing, vehicle integration and launch infrastructure than whether management simply says Q4 2026 is still on track. The bigger picture is whether Rocket Lab can keep layering businesses on top of that foundation with the ~$266M HASTE award, $816M SDA win, ~$397M SB-AMTI contract and $IRDM acquisition expanding the company across launch, spacecraft, defense and recurring communications.

Shay Boloor

168,830 Aufrufe • vor 1 Monat

$RKLB Rocket Lab heading to Venus is going to be epic! "Rocket Lab has been an incredible partner and they've done an absolutely fantastic job. And when we first teamed up a bunch of years ago, we were slated to go on the Electron. That is Rocket Lab's amazingly reliable, small capacity rocket. But for a variety of reasons, Rocket Lab has put us on the Neutron, their much higher capability rocket." — Professor Seager, Director for the MIT-led Venus Morning Star Missions to Venus For those who don't know, Rocket Lab is set to launch the first private mission to Venus, searching for evidence of organic compounds in the planet’s cloud layer, possible traces of life. The mission is being developed in collaboration with MIT and is privately funded.

$RKLB Rocket Lab heading to Venus is going to be epic! "Rocket Lab has been an incredible partner and they've done an absolutely fantastic job. And when we first teamed up a bunch of years ago, we were slated to go on the Electron. That is Rocket Lab's amazingly reliable, small capacity rocket. But for a variety of reasons, Rocket Lab has put us on the Neutron, their much higher capability rocket." — Professor Seager, Director for the MIT-led Venus Morning Star Missions to Venus For those who don't know, Rocket Lab is set to launch the first private mission to Venus, searching for evidence of organic compounds in the planet’s cloud layer, possible traces of life. The mission is being developed in collaboration with MIT and is privately funded.

ValueOverPrice

13,192 Aufrufe • vor 3 Monaten

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Here’s why $RKLB just spent ~$8B acquiring $IRDM. Rocket Lab wants to own the network, spectrum and recurring revenue layer once satellites are in orbit which is why this deal is really about vertical integration as Neutron comes online. Once Rocket Lab can launch Iridium satellites on Neutron then it internalizes a cost that used to flow to third-party launch providers making the deal way more accretive over time as Neutron comes online. What I like is that Iridium also brings something Rocket Lab stack has lacked which is recurring, high-margin service revenue tied to global connectivity, direct-to-device and government communications. The space economy is splitting into companies that can launch and refresh their own networks and companies that have to rent access to orbit. $SPCX already proved which side wins because if you own both launch and the network then you control the cost structure, refresh cycle and margin stack in a way third-party launch customers cannot match. Launch gets you to orbit but connectivity is what you monetize once you're there and the companies that own both the launch layer and the network become the platforms of the space economy.

Shay Boloor

173,620 Aufrufe • vor 2 Monaten

$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."

$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 Investor

30,944 Aufrufe • vor 1 Jahr

I think Theo Von does a great job at explaining tariffs here. Would it REALLY be the end of the world for America to learn how to manufacture it's own stuff?

I think Theo Von does a great job at explaining tariffs here. Would it REALLY be the end of the world for America to learn how to manufacture it's own stuff?

Russell Brand

225,698 Aufrufe • vor 1 Jahr

and happiest birthday to fly!!! I still can’t believe we got to see astro performing it for him 🥹 I know he absolutely loved this 💗💗

and happiest birthday to fly!!! I still can’t believe we got to see astro performing it for him 🥹 I know he absolutely loved this 💗💗

roxanne’s binnie - misses piwonteez :((

11,755 Aufrufe • vor 5 Monaten