Space nerd by choice 🚀. Retail Investor by Money.
India
Joined May 2020
- Tweets4.8K
- Following174
- Followers525
- Likes8K
Pinned Tweet
Now that all of my positions have reported, I feel EVER MORE BULLISH on all the three.
$ZETA : Keeps on beating expectations and keeps on growing the business Quarter over Quarter over Quarter. Partnerships are fueling the flywheel.
$RKLB : Execution, execution and even more execution. The end-to-end vision is getting real fast right in front of my eyes.
$NBIS : Well, what do I even say. Cannot be more proud. Being my BIGGEST position currently and rightfully so. Growth and execution at it’s finest. The best team in town, the best AI Cloud in town. Some of the smartest and most experienced folks building some of the finest and best AI infra making one of the best businesses out there.
$NBIS
This is execution.
This is why I am invested in ONLY one hyperscaler - Nebius.
“Sponsoring” and supporting teams of developers and builders.
(Some folks just took two words “Sponsoring” and “Teams”)
The AI Builder Program is expanding across Europe with $10M in total support across compute grants, capital, and community programs.
Are you building open models, developer tools, or applications on top of them? The program helps builders go from experimentation to scale-up through:
- Compute grants for selected projects in areas such as open models, coding agents, post-training, and evals
- VC connections to help turn open source projects into companies
- Hackathons and demo days with communities including @AITinkerers, @techeurope_ , and @esra_robotics to build, connect, and share your work
We’re kicking off the European expansion this week at #NVIDIAGTC Berlin with @NVIDIAAI, @Accel, and a network of European VCs.
Building AI in Europe? Details below. 👇
$NBIS I know someone who has a few sites coming up in the UK🤷🏻♂️ though, I’ll be happy both ways, if it happens or not.
Microsoft has pulled out of a UK data center deal with British neocloud Nscale at a critical time for the startup’s initial public offering hopes, the Telegraph reported. bloomberg.com/news/articles/…
$RKLB
Neutron is delayed, yes. You are frustrated? Well, guess what I am sure and confident, not as much frustrated, or devoted as @Peter_J_Beck . Who do we not see in the visit of Newsom at the Rocket Lab Global HQ? Yes, Sir Peter Beck. I am willing to bet he is at the structures factory in Middle River right now, working extremely hard with all the exceptionally great folks at RL to get Neutron on the pad.
LONG FREAKING $RKLB
Great to have you through our Long Beach production complex, @CAgovernor! Proud to be building on California's extensive aerospace heritage and creating the future.
$RKLB NAVAREA warnings posted for Flight 98 “We're Not Hawking Around” mission for HawkEye 360 for window starting 5AM UTC and ending 8:45 AM UTC.
Time to get the cadence going and make history. Road to fastest 100 launches🚀
When it comes to dedicated small launch, nothing flies more often than Electron 🚀 We're proud to keep that momentum going in the lead up to our 100th launch.
Here's what's on the manifest for our next three missions:
🦅 "We're Not Hawking Around" – @HawkEye360 | NET Oct 21
🌊 "The Sea God Surveys" – @QPS_Inc | NET Nov 4
⛰️ "The Mountain God Rises" – @QPS_Inc | NET Nov 10
Ayan Jain retweeted
$RKLB h/t @trypto_tran
California Governor Gavin Newsom visited Rocket Lab's HQ yesterday.
I think it's smart of Rocket Lab to engage with both sides of the political aisle, whether it's Hegseth or Newsom.
Both parties should recognise the tremendous value Rocket Lab brings to America.
Rocket Lab is great for America. Period.
So you telling me $RKLB announced >60 Electron launches, > 5 Neutron Launch contract, Iridium acquisition, Flatellite Contract, Mynaric Acquisition completion, Motiv Acquisition, two other acquisitions and backlog reaching 3 Billion and everything other than that and we are down 25% YTD?
So, you are telling me $RKLB Rocket Lab delayed Neutron and stock was down only -5% ?
$NBIS Probably nothing…
$RKLB $NBIS $ZETA
BRING OUT YOUR ROSARIES EVERYBODY
TIME TO PRAY FOR THE LOVE OF GOD AND THE MARKET😬😬😬😬😬🙏🙏
🚨 REMINDER: 🇺🇸 U.S. PPI INFLATION DATA DROPS TODAY AT 8:30 AM ET!
Previous: 5.4% • Forecast: 5.3%
IF PPI > 5.3% → MARKETS COULD SELL OFF HARD
IF PPI < 5.3% → MARKETS COULD RALLY HARD
IF PPI = 5.3% → EXPECT A MIXED REACTION
Markets crashed HARD following yesterday’s CPI data.
Will today’s PPI numbers make things even worse, or help stabilize the markets?
$RKLB Situation so insane, Mynaric had to come back to X😂😂😂
$RKLB
Here is the thing: @RocketLab better get
- Archimedes qualified within next 2-3 weeks.
- S2 Static fire should get done within next 4 weeks
- Thrust Structure better be complete and ready to test on the pad within next 4 weeks
At this point this is bare minimum. I expect only S1 to be left by EOY.
$RKLB
It’s so funny to see people loose shit over the delay😂😂
If you had problem with bad comms, you are right. If you have problem with delays, HONESTLY and RESPECTFULLY, get out of the stock. This is the game…this is how it works.
People never learn. Get emotions out of investing.
$RKLB THIS IS THE CURSE OF INVESTING IN ROCKET LAB, YOU EXPECT NOTHING BUT PERFECTION. Let’s talk about the Neutron PR.
Good Part:
1. New Contracts to be announced soon
2. Hopefully regular updates (trusting you here @Peter_J_Beck and @MoreMorganB )
3. Issue found and Resolved and parts manufacturing underway
Bad part (there is more than 1):
1. Don’t think they flying NET Q3 next year.
2. I expected update on other components (@RocketLab @Peter_J_Beck ). This could have been a comprehensive update as well. This is a valid criticism, unless you have something in works.
I feel both happy and sad. And funny enough, I had an intuition deep in the night my time yesterday about almost exactly the same issue on S1🤦🏻♂️ (@FranciscoSpace5 bro wtf😂). Not happy with the fact that neither the stocks in General nor Neutron is working as expected, it’s human to feel bad. Not helping the fact I had some 2X RKLB I really wanted to get out of my hands at break even. Not happening I guess - deep underwater.
But, hopefully it’s all behind us now and we have something to look forward to. Macro is shit, so time to just ignore all this for a bit I guess. @Peter_J_Beck @RocketLab I know you are working hard. I trust the process. Hard for even me to stay super bullish sometimes, but I will reset my feelings. I will stick to my bullishness 🚀🙏
Today we shared an update on Neutron's development, including adjusting the schedule for flight one to 2027.
Full details: investors.rocketlabcorp.com/…
$RKLB Not seen the PR yet but thanks @RocketLab @Peter_J_Beck for the update. Yes, I am not happy. Maybe the big selloff was front running this news. But it is what it is. No, I am not thinking to sell yet, but I have the full day to think about it.
I still love the company but, the updates have to become regular please @RocketLab @MoreMorganB ♥️🚀
Today we shared an update on Neutron's development, including adjusting the schedule for flight one to 2027.
Full details: investors.rocketlabcorp.com/…
Yet another sales channel for $NBIS 🚀
$NBIS
HOW DUMB ARE PEOPLE?
This shit is still going on😂😂😂
Man, brain cells are so rare it seems.
🚨 National Security Risk Alert: $NBIS
Recent developments raise material national security and geopolitical considerations for $NBIS ahead of the midterm elections.
Key Points:
• OpenAI Incident: A Saudi national employed as an engineer at OpenAI was arrested and charged with installing a surreptitious encrypted audio recording device in an executive conference room. The device was intended to intercept oral communications regarding sensitive AI research, product plans, and business matters. This underscores ongoing foreign intelligence and industrial espionage risks targeting U.S. AI leadership. justice.gov
• $NBIS Background: Nebius is the Amsterdam-based successor entity to Yandex N.V. following the 2024 divestiture of all Russia-based assets to a Russian consortium. While the legal separation is complete and the company operates AI infrastructure primarily in Europe and other Western-aligned jurisdictions, its founding team, engineering talent base, and historical origins remain closely tied to the former Russian technology giant. reuters.com
• Geopolitical Overhang: In an environment of heightened scrutiny over dual-use AI infrastructure, data centers, and model training capacity, residual concerns persist regarding legacy relationships, talent pipelines, and potential exposure to adversarial influence—regardless of formal ownership structures. Investors should evaluate the durability of the “clean break” narrative under evolving sanctions, CFIUS-style reviews, or policy shifts.
• Midterm Context: With midterms approaching, national security, technology protection, and foreign influence in critical AI supply chains are likely to feature prominently in political and regulatory discussions. Heightened focus on these issues could amplify headline risk, affect institutional ownership, or influence future policy toward companies with complex geopolitical lineages.
Bottom Line: While $NBIS has executed a formal exit from Russian operations and secured significant Western partnerships, the combination of recent espionage incidents in the AI sector and the company’s Yandex heritage presents a non-trivial national security discount that may not be fully reflected in current valuations. Prudent risk management warrants closer monitoring of policy developments and potential secondary sanctions or ownership-related scrutiny.
$NBIS is not worth buying at $200 ⚠️
Will go mush lower with sustainability 📉
#AmericanComputeFirst 🇺🇸