To The Moon

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on

I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.  That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending

SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$   attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.  Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont

🚀 SpaceX Surged 15.8% — Now Rocket Lab Has to Deliver Hi Tigers! 🐯 SpaceX jumped 15.83% last Friday, pushing through the largest lock-up expiry on record — and that move matters beyond SpaceX itself. The money is rotating back into the space sector. Rocket Lab followed with a +9.46% move, but unlike SpaceX, RKLB still has something to prove. 📊 Tonight’s earnings could be the turning point. Wall Street is looking for roughly $232M revenue, representing around 60% YoY growth. That is already a high bar — but the bigger question isn’t simply whether Rocket Lab beats revenue. It’s whether management can show that growth is accelerating across its launch, satellite systems and defense businesses. 🚀 Why I’m bullish on RKLB Rocket Lab is no longer just a “small rocket company.” Its Electron launc

Counter is moving at last, keep going.

Rocket Lab up 15% today

🌟🌟🌟Forget about the standard tech rivalries.  The ultimate billionaire space race has officially entered the public stock market.  Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice.  Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231

Rocket Lab for the win!

$Firefly Aerospace Inc.(FLY)$  trending in line with spaceX  $19-$42 Iran between two checkpoints 🎺🎺

SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% $Space Exploration Technologies Corp(SPCX)$   options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration.  Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri

$Rocket Lab USA, Inc.(RKLB)$ should have taken profit couple months ago when it was rocketing. Oh well, been earning heaps on covered calls. This one just got assigned. Happy to let go & move on to new ventures

the foam is more than the beer

Good

It's all fog. Results coinciding with the unlock. Play along 

Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea

SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.

I lean inflection, but not confirmation yet. Absorbing a $116 billion lock-up without collapsing is arguably more important than the +6.14% itself. The market knew a huge supply event was coming, sellers finally had liquidity, yet buyers overwhelmed the opening weakness. That suggests much of the unlock fear was already priced in. The earnings backdrop helps: stronger core profitability and narrowing losses give investors something fundamental to buy after the sell-off. Cathie Wood and JPMorgan may reinforce sentiment, but they are secondary to the price action. The warning is SSPC falling 12.16%. This is not yet a broad space-sector recovery. I would call it SpaceX-specific capitulation potentially turning into an inflection. Follow-through over the next few sessions, especially on strong

Societe Generale has launched a new $SpaceX 3xShortSG280726(YF1W.SI)$ on SGX on 7 August, complementing the existing SpaceX 3x Long DLC (WK4W). The $SpaceX(SPCX)$ Long and Short DLCs offer investors 3x leveraged and inverse exposure to SpaceX, enabling investors to express their bullish and bearish views during Asian trading hours ahead of the U.S. market open. SpaceX recently reported their first earnings results on 4 August after US market close, which sent its share price tumbling -13.6%. The move resulted in a close to 41% decline on the $SpaceX 3xLongSG280707(WK4W.SI)$. Other big movers post earnings included $Pal

🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc

$Rocket Lab USA, Inc.(RKLB)$ produced record revenue and backlog in the second quarter, demonstrating that it has become much more than a small-rocket operator. Nevertheless, the market remains focused on Neutron, the reusable medium-lift rocket intended to move Rocket Lab into larger commercial and national-security missions. Rocket Lab reported after the August 10 close for the quarter ended June 30. Revenue increased 62% year over year to $234.1 million, driven mainly by product revenue nearly doubling to $181.3 million. Backlog rose 137% to $2.36 billion, and the company guided for third-quarter revenue of $250–$265 million. Rocket Lab’s official second-quarter release provides the results, contract awards and forecast. The bullish thesis is v

Hello. The biggest story last night was Nvidia out raising money: it is working with Blackstone, BlackRock, Goldman Sachs, KKR and others on a consortium to fund AI infrastructure, for as much as US$500 billion, to be spent on AI chips, power generation and data centres. $英伟达(NVDA)$ fell 2.86 per cent on the news. It didn't fall because demand is short. It fell because people have started to wonder whether Nvidia is creating that demand itself: it has signed agreements worth hundreds of billions of dollars with participants across the AI ecosystem, lifting overall demand and valuations, while those counterparties themselves depend on the AI boom staying alive. That structure has a name. Circular financing. Jensen Huang answered on

SpaceX Bulls Spar With Bears After Seeing Biggest Short Volume $Space Exploration Technologies Corp(SPCX)$   attracted the biggest short volume among stocks tracked but even that failed to overwhelm a powerful wave of buying that followed the post-lockup rebound. Trading in borrowed SpaceX shares climbed more than 35% to 46.2 million shares Friday, the highest among stocks with a market capital of more than $5 billion tracked. The daily short volume surged as the stock rallied 15.8% that day, strengthening the case for bears to close out their positions and avoid the risk of a squeeze.  Shares swung between gains and losses Monday morning after briefly climbing above its IPO price of 135. The rebound from the stock's record low cont

I would **not call this a broad space-sector rally restart yet**. The price action looks more like a **SpaceX-specific leadership/positioning trade**, while the market is becoming more demanding about fundamentals elsewhere. Rocket Lab illustrates the problem. Q2 revenue really was a record **$234.1 million, +62% YoY**, slightly ahead of expectations, and management said launch demand remains extremely strong. It has signed more than **$437 million of Electron, HASTE and Neutron bookings** during Q2 and since quarter-end. Yet the $0.08-per-share loss was wider than the roughly $0.05 expected, and investors sold the shares.  That is actually quite revealing. Investors are no longer rewarding **revenue growth alone**. Rocket Lab's next phase requires converting its backlog and spending

🌟🌟🌟Forget about the standard tech rivalries.  The ultimate billionaire space race has officially entered the public stock market.  Which is a better buy: $SpaceX(SPCX)$ or $Rocket Lab USA, Inc.(RKLB)$ ?. This is an agonising high stakes choice.  Do you ride with the undisputed dominant industry ruler or place your bets on the scrappy hyper aggressive underdog? Let's pit Rocket Lab against its big brother SpaceX to see which asset is truly the better buy for your hard-earned cash. David vs Goliath (Rocket Lab vs SpaceX) Rocket Lab's market capitalisation is USD 49.5 billion vs SpaceX USD 1.75 trillion. Quarterly revenue Q2 2026: Rocket Lab is USD 231

🚀 SpaceX Surged 15.8% — Now Rocket Lab Has to Deliver Hi Tigers! 🐯 SpaceX jumped 15.83% last Friday, pushing through the largest lock-up expiry on record — and that move matters beyond SpaceX itself. The money is rotating back into the space sector. Rocket Lab followed with a +9.46% move, but unlike SpaceX, RKLB still has something to prove. 📊 Tonight’s earnings could be the turning point. Wall Street is looking for roughly $232M revenue, representing around 60% YoY growth. That is already a high bar — but the bigger question isn’t simply whether Rocket Lab beats revenue. It’s whether management can show that growth is accelerating across its launch, satellite systems and defense businesses. 🚀 Why I’m bullish on RKLB Rocket Lab is no longer just a “small rocket company.” Its Electron launc

SpaceX Options Flash Extreme Risk With Put Volatility Near 2,000% $Space Exploration Technologies Corp(SPCX)$   options are pricing extreme near-term uncertainty, with implied volatility for zero-days-to- expiration (ODTE) put options expiring approaching 2,000% at some strikes following the company's first major lock-up expiration.  Traders are paying a steep premium for immediate downside protection after the first major lockup expiration yesterday released as many as 911.5 million shares—more than doubling the shares that are available for trading. Amid an 11% share price advance, the short-dated options market continues to price concentrated event risk. For Friday's expiration the put volatility smile still surges at higher stri

SpaceX Rallies 6% After Its Lockup Expiration: Is the Next Opportunity in Space Stocks? SpaceX has finally given the public space sector something it has long lacked: a genuine valuation anchor. On August 6, approximately 911.5 million SpaceX shares became eligible for trading. Investors feared that employees and early shareholders would rush to sell, yet after plunging nearly 14% the previous day, $SpaceX(SPCX)$ rebounded 6.1% to close at $114.92. This does not mean the selling pressure is over. By December 8, tradable shares could rise to roughly 40% of SpaceX’s total shares outstanding, leaving the stock exposed to further supply and volatility. Reuters But the more interesting signal came from the rest of the sector.

Hello. The largest first tranche of any IPO lock-up in US market history came free last night: 911.5 million $SpaceX(SPCX)$ insider shares became eligible to sell, taking the freely tradable count from about 639 million to roughly 1.55 billion in one step. The shares rose 6.14 per cent. The day the selling actually happened wasn't last night. It was the day before. On Wednesday the stock fell 13.61 per cent on about 200 million shares, the heaviest turnover since 18 June; last night volume hit 251 million and set another high, yet the price went up. Heavier volume than Wednesday, and the price went the other way — the people who wanted to sell had mostly finished on Wednesday. Someone went back through three comparable cases: in ea

Counter is moving at last, keep going.

Rocket Lab up 15% today

Rocket Lab for the win!

Now that $SpaceX(SPCX)$ Q2 2026 earnings are out, let’s take a look and see whether the post I had shared yesterday holds true. Click here ! for yesterday’s post. In its first earnings report since going public on 12 Jun 2026, SPCX revenue nearly doubled, fueled by its booming Starlink satellite communications and AI businesses, but executives flagged the spending spree underpinning its lofty ambitions ‌is far from over. The company led by Elon Musk said: It expected a $100 billion revenue run-rate by December 2026, Promised a less than one-year payback on new capital deployments for AI compute, and Forecast it would launch at least 1,000 next-generation V3 Starlink satellite

🚀 $SpaceX(SPCX)$ : From Garage Rockets to Trillion-Dollar Rocket Ship (and the Wild Ride Ahead) Picture this: A company that once almost went bankrupt building rockets that exploded on the pad is now a publicly traded beast (ticker: SPCX) that just reported its first earnings as a public company and is actively trying to catch a 50-story stainless-steel skyscraper falling from the sky with giant mechanical arms. Welcome to SpaceX in August 2026 — where the absurd has become the business plan. The Origin Story (Abridged & Entertaining Version) Elon Musk started SpaceX in 2002 with the modest goal of “making life multiplanetary.” Early days involved a lot of “RUD” (Rapid Unscheduled Disassembly — SpaceX-speak for “the rocket blew up”). Falc

$Firefly Aerospace Inc.(FLY)$  trending in line with spaceX  $19-$42 Iran between two checkpoints 🎺🎺

Hi Tigers 🐯, Welcome to "What the Tigers say." 👋 This week's earnings season put the AI spending question front and center, with $SpaceX(SPCX)$'s first-ever quarterly print and $Tesla Motors(TSLA)$'s Q2 results both beating on growth while capex and margins raised eyebrows. The community dug straight into whether that spending spree can actually justify today's valuations. Before today's session played out, the community was already doing the heavy lifting. Let's rewind to the three sharpest takes from @JC888, @Maverick AI, and

Societe Generale has launched a new $SpaceX 3xShortSG280726(YF1W.SI)$ on SGX on 7 August, complementing the existing SpaceX 3x Long DLC (WK4W). The $SpaceX(SPCX)$ Long and Short DLCs offer investors 3x leveraged and inverse exposure to SpaceX, enabling investors to express their bullish and bearish views during Asian trading hours ahead of the U.S. market open. SpaceX recently reported their first earnings results on 4 August after US market close, which sent its share price tumbling -13.6%. The move resulted in a close to 41% decline on the $SpaceX 3xLongSG280707(WK4W.SI)$. Other big movers post earnings included $Pal

$Rocket Lab USA, Inc.(RKLB)$ should have taken profit couple months ago when it was rocketing. Oh well, been earning heaps on covered calls. This one just got assigned. Happy to let go & move on to new ventures

Hello everyone. When last night's US session closed, $S&P 500(.SPX)$ and $Dow Jones(.DJI)$ were both at records, $Dow Jones(.DJI)$ above 54,000 for the first time. Not long after the bell, $Advanced Micro Devices(AMD)$ was down 8.68 per cent. It wasn't alone. $SpaceX(SPCX)$ was up 9.43 per cent at the close and dived 8.04 per cent after hours, at one point down almost 9 per cent. The two traced almost the same roller coaster: lifted in the session, knocked down after the bell. And neither paper wa

The pattern is becoming familiar. SpaceX reported its first-ever quarterly earnings Tuesday night and beat on every single metric. Revenue of $7.8 billion, up 92% year on year, against a $6.8 billion consensus. Net loss of $541 million, a fraction of the $1.9 billion analysts expected. Adjusted EBITDA of $3.5 billion, up 191%. AI segment revenue of $2.56 billion, up 247%, against a $2.18 billion estimate. Starlink subscribers hit 12 million, doubling year on year. CFO Bret Johnsen said the company is on pace to reach $100 billion in annualised recurring revenue by year-end, with $6.7 billion in additional cloud services agreements already contracted in the first weeks of Q3 alone. Musk pulled forward the $1 trillion revenue target from 2031 to 2030. SPCX still fell 8% after hours, at one p