Chef investor @CookedBears
let me cook ! Long-terme investor sharing my analysis and thoughts. portfolio and free substack linked below. $Nebius $Rklb NFA DYOR linktr.ee/Chefinvestor Paris, France Joined November 2015-
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🛰️ $PL just landed a NASA CSDA task order to evaluate Tanager hyperspectral data: 250,000+ km², 400+ spectral channels at 30m. It's only an evaluation and no $ value was disclosed, but if it passes, Tanager could join NASA's commercial data catalog. Hyperspectral is getting real.
If there were no demand, that would be a problem. But the demand is there… All the rest are just tasks, and we know how to deal with them." Arkady Nebius Founder and CEO $NBIS
🛰️ Planet just launched Pelican-12 on SpaceX's Bandwagon-5 from Cape Canaveral! Gen 2 high-res imaging (30 cm-class), onboard AI with NVIDIA Jetson, and a data relay test via SES O3b mPOWER. 5th Pelican of 2026, 25th Planet satellite this year. 🚀 $PL
$ASTS $PL
EU READY TO FAST-TRACK SATELLITE NETWORK TO RIVAL SPACEX’S STARLINK
@RKLBMan I might had some when we stabilize a bit but i am worried trump goes back to war with Iran after the election.
Falcon 9 was 3 years late, selling $RKLB now is like selling $SPCX in 2009, space is hard dont invest in it if you are not prepared.
@jjo202025 I only share % not shares numbers sorry.
$PL : I added some shares today at $14.88, increasing my position by 40%. My average price is now $18.90.
Today we shared an update on Neutron's development, including adjusting the schedule for flight one to 2027. Full details: investors.rocketlabcorp.com/events-present…
$RKLB Neutron's first launch moves to 2027. Disappointing but not surprising, I went through Beck's update video and the context matters. What happened: during curing, voids (tiny air pockets) formed in the thicker carbon sections of a new stage 1 propellant dome. That doesn't mean it would have failed in flight, but Rocket Lab only flies with proper margins. As Beck put it: "Possible success isn't our standard." The fix is already validated: the aft dome built with the updated process is their highest-quality composite dome to date. What comes next: 1. Build the new forward dome on the AFP machine (already underway) 2. Cure it and inspect it with ultrasonic testing 3. Assemble the full first stage, then run the hydrostatic and cryo test campaigns Steps 1 and 2 should be done before Q1, step 3 within Q1. Only then will they share a new launch date, with regular progress updates on their website and socials until then. Beck: "I'd rather show you real-time progress than give you a date that I might have to walk back." Keep in mind: - Delays are the norm for new rockets. Falcon 9, New Glenn, Vulcan and Ariane 6 all flew well after their original targets. - Neutron is the largest carbon composite rocket ever built. Inventing new manufacturing processes takes time now but pays off at scale. - Rockets #2 and #3 are already in production before flight 1. And Rocket Lab is not only Neutron. Electron is nearing its 100th launch, just signed its largest commercial deal ever (20 launches for Synspective), and backlog stood at $2.36B last quarter. Beck also says new Neutron contracts will be announced soon. A reliable rocket beats an early one. Judge Neutron by flight 10, not flight 1.
@RKLBMan I think this is not a surprise so its actually smart to take it out of the table now and not when we find some relief and put the stock down again.
$OMDA added some shares at open today my average is now $15.8.
@Kaizen_Investor Agreed buy and hold is the key
Look deeper into your convictions and work on the psychological side. It's by far the hardest part.
Every company goes through investor sentiment resets on its way up. It's inevitable, and you have to go through it to get exceptional returns. That's what we're living through with $ASTS right now: fear of fierce competition from $SPCX , plus execution and communication issues from management. But if your conviction still holds, retail investors have one real edge in the market: we can hold for as long as it takes. There's no 100-bagger that didn't drop 80% along the way.
@elpistollero_ ARR n'est pas égal à revenus
@Frenchie_ 70BN$ ct du ARR évidemment que c'était moins
@Frenchie_ Farming de stat 👀 mais vive Lisnard, enfin un libéral en France !
lunay @glitterylunaaaw
5 Followers 156 Following more fun once u know me 🩰 • dms on, test them — i reply
Maria Godwin @MariaGodwirrc2
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Augustine Winters @augustwinters19
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Mr. Jin @jinseongeo83473
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🐱Shelly VT🐱 @Shelly_ttv
2K Followers 4K Following Mao Mao ♡ ! I’m (@Shelly_ttv) — professional troublemaker, part-time mom friend ♡ I do nasty things / 🐾 Cat-Eared Linkss https://t.co/CZGQlMszYH
Sancet @Million_Sancet
8K Followers 7K Following I'm Million_Sancet None of the posts or theses count as financial advice
Reformed Tr🅰️der @Refurmad_Trader
7 Followers 337 Following Content is for info/entertainment purposes only and not for financial or investment advice. Investing involves risks. *NFA = Not Financial Advice. Hebrews 13:5
Tony @Tony57884484
239 Followers 6K Following Fincial worker, interested at Marco and longterm Investment.
Juan Guillermo Rodrig... @MeyerW0lfsheim
54 Followers 1K Following I have high hopes of smashing my name into history so violently that it will take a legendary form even if all books are destroyed.
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Nerea Bennett @DanieleDen67979
4 Followers 81 Following This is only my spam page... Please support my real account @Suzziiwify
Gregorio Hernández-I... @DanielaAlamillo
98 Followers 481 Following Consigue tu IF con tranquilidad en https://t.co/m4SkjgG9sd Escritor. Amazon. AFI https://t.co/RvGCBoxuWu
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Serkan ARSLAN @HolylSmokas
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derpinox @derpinoxhs
282 Followers 294 Following Playing cards for living | Business : [email protected] ✉️
rocket E-sport @PissotClemy
9 Followers 91 Following Bonjour, sur ce compte vous y trouverez pleins d'informations sur le domaine E-sportif du jeu rocket League
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BeterBabbit (marc) @BeterBabbit
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Fabian فابيان @iamfabian
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rabbit inc. @rabbit_hmi
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Dmitry Lyalin @LyalinDotCom
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Alexandr Wang @alexandr_wang
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Mr. Jin @jinseongeo83473
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141K Followers 0 Following Building Frontier AI in Japan Try Sakana Chat, Translate, Marlin, Namazu, Fugu 🐡 https://t.co/stLdPSz1Y7
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Mark | AAIG Research @Mark_AAIG
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Will Marshall @Will4Planet
27K Followers 841 Following Co-Founder & CEO of Planet -- building little spaceships to help us to take care of our favourite spaceship, the Earth :)
The Space Investor �... @SpaceInvestor_
8K Followers 358 Following Your Source for NewSpace Investment News, Research & Analysis | Public & Private Markets
GeoGuessr @geoguessr
48K Followers 271 Following 👋 We’re the “Guess-Where-You-Are” Game! Let’s explore the world 🌎
Hugging Face @huggingface
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Z.ai @Zai_org
168K Followers 268 Following The AI Lab behind GLM models, dedicated to inspiring the development of AGI to benefit humanity. https://t.co/gOw7WpwkJt https://t.co/ot9sGVXU8x
KaizenInvestor @Kaizen_Investor
43K Followers 452 Following 30-year-old Belgian long-term Investor - Commercial Director in the industrial technology sector - from €33K to €180K in 3 years - Teaching you what I know
Mile✨ @luise_emilie_
5K Followers 571 Following |📍Stockholm / Berlin | 🎬 Actress | 🎮 League of Legends Caster | instagram: luise_emilie_ | twitch: mile_nuggy |
profpicsou @profpicsou
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Ryan Hanrui Wang @hanrui_w
4K Followers 1K Following SVP, Applied AI @NebiusAI | Inference & Post-train @NebiusTF | Co-Founder and CEO @Eigen_AI_Labs | PhD @MIT | Ex-@NVIDIA @XilinxInc | Efficient AI, Comp Arch
Loris Dalleau @Loris_Dalleau
31K Followers 174 Following J’achète de beaux dossiers et je patiente 💎 Co-Fondateur de @Bourseko Retrouvez nos analyses dans le Club Bourseko (+1100 investisseurs) 👇
GregInvest 💵 @GregInvestFr
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Booster 10 @booster_10
9K Followers 445 Following Space twitter's best booster. Space news, theories and predictions aplenty. Not affiliated with SpaceX.
CAB @CABeyney
2K Followers 16 Following Building the world’s largest non-pollutive AI factory business at an unprecedented speed and scale.
Google DeepMind @GoogleDeepMind
1.6M Followers 267 Following The engine room of @Google. Building AI safely and responsibly to solve the world’s most complex problems. Join us: https://t.co/jUHQA27iBL
nature @Nature
2.7M Followers 3K Following Research, News, and Commentary from Nature, the international science journal For daily science news, get Nature Briefing: https://t.co/wGmQlQ8a4D
Nebulizer @SMASIMHO
13K Followers 189 Following Current Status: Full Port $NBIS Substack @nebulizerlabs Opinions are biased. Portfolio is undiversified.
Synspective @synspective
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Roman Chernin @romanchernin
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Avride @Avrideai
3K Followers 8 Following Leading developer in the autonomous vehicle and delivery robot industry.
Microsoft @Microsoft
13.1M Followers 1K Following We're on a mission to empower every person and every organization on the planet to achieve more. Support: @MicrosoftHelps
OpenAI @OpenAI
5.5M Followers 4 Following OpenAI’s mission is to ensure that artificial general intelligence benefits all of humanity. We’re hiring: https://t.co/dJGr6LgzPA
Lumentum @Lumentum
5K Followers 190 Following Lumentum is a global leader in optical and photonic tech powering the networks and infrastructure behind AI, cloud computing, and next-gen communications.
Bloom Energy @Bloom_Energy
18K Followers 493 Following Bloom Energy empowers businesses and communities to responsibly take charge of their energy. #TogetherWeCan #BetheSolution
Kraken Robotics @KrakenRobotics
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Avio @Avio_Group
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Omada Health @omadahealth
9K Followers 703 Following Omada is virtual care that adapts to real life: Prediabetes, Diabetes, Heart Health, GLP-1s, Muscle & Joint Pain. Established in 2011.You might like
