🧵 $RKLB $ASTS $RDW $PL $BKSY 2026 NDAA (National Defense Authorization Act) conference bill text just dropped! (H/T: Tran) This thread is to highlight space related programs for some of our listed companies. I'll be focusing on space related items but it's 3086 pages so

I'm really curious to understand the AI inflection point from increased GDP productivity to "oh shit" everyone is unemployed and can't buy goods and services (or stocks). I'm a pessimist here. But we're already starting to see it as a trend. Do we really think the

Market cap comparison of $CRWV vs. $NBIS vs. $IREN. Interesting to see how they're all converging. Market recognizing $CRWV isn't as dominant here as originally thought.

$RKLB Hungry Hippo ready to eat!

Is someone going to let Peter Beck out? He's stuck.

$RKLB next steps: Hungry Hippo is on its way to Launch Complex 3 in Virginia. Then: "The fairing structure will be integrated to Neutron’s first stage in final flight configuration to undergo pre-launch testing, including static fires and a Wet Dress Rehearsal, at Launch

He lost me at "Rocket Labs" JFC how's this guy get on TV?

Mission control: we have liftoff. $RKLB 🚀

Sold my swing position and added 50% more $ONDS this morning. At a full position (for now).

$RKLB currently trading around 1.8% of that valuation. If this is true , we are still VERY VERY early ladies and gents 🫡

$1.5T SpaceX valuation. $RKLB $28B.

$RKLB up +27% in last 5 days. Just a reminder that when we crash due to the macro, we snapback quickly. Still a ways back to $70 but it'll eventually get there (maybe sooner rather than later).

Updated portfolio by weight: $RKLB 38% $NVDA 19% $ASTS 10% $SOFI 8% $NBIS 7% $META 5% $HIMS 5% $UBER 3% $MELI 3% $ONDS 2%