Michael Scarn

Christian. Husband. Dog Father of 2. Go Birds. Go Phils. Go Ducks. The Office Enthusiast. Investing to retire early. $TSLA. $PLTR. $RKLB. $AMZN. $ONDS.

[Polymarket @Polymarket]

JUST IN: AI Futures Project proposes a “Citizen’s Dividend” starting at $45,000 per American in 2032, rising to roughly $1 million by 2035 — & $10 million by 2040.

[Rocket Lab @RocketLab]

Mission success for VICTUS HAZE! 🚀🎯

We’ve officially completed the @usspaceforce @ussf_ssc primary mission which saw Rocket Lab build a high performance spacecraft, deliver rapid call-up launch on Electron, and conduct complex on-orbit rendezvous and proximity operations - all ahead of schedule.

⏱️ Launch: Lifted off with just 16h 42m notice - the fastest response ever for a TacRS mission (beating previous record by 10 hours).

🛰️ Commissioning: Activated our Pioneer spacecraft in 38 hours (30 hours ahead of deadline).

📸 RPO Operations: Tracked, approached, and photographed the target satellite in under 59 hours (25 hours ahead of deadline).

[Robinhood @RobinhoodApp]

Trump Accounts are officially active and open for contributions. Everyone can contribute — parents, grandparents, family, friends, and employers can collectively contribute up to $5,000 annually to help eligible American children build a financial foundation from the very beginning.

[Brian Fry @brianfry01]

Yes @BInvstng. In my opinion, $IREN is the only player I’m aware of that’s fully positioned to do this. Every other player missed the strategic power of building in “optionality” from the start — the exact advantage now letting them capitalize on this incredible moment in history.

[Eric Brock @CeoOndas]

Proud to announce the acquisition of DZYNE Technologies.

This is a transformational step for @OndasHoldings.

✔ Mission-proven autonomous defense portfolio
✔ Scaled U.S. operating and GTM platform
✔ Expanded DoD and allied customer access
✔ Immediate revenue and EBITDA scale
✔ One of the industry's broadest autonomous defense and security platforms

As the defense market shifts toward affordable mass, persistent ISR, AI-enabled autonomy and counter-drone systems, Ondas is building the scale required to lead.

Excited to welcome the DZYNE team.

[Ondas Inc. @OndasHoldings]

Ondas has acquired DZYNE Technologies, expanding long-endurance ISR, counter-UAS and autonomous effects within a unified autonomous defense platform. The transaction strengthens Ondas’ U.S. defense presence across persistent intelligence and aerial security. $ONDS

https://t.co/LEB4sGjOG4

[Barstool Sports @barstoolsports]

LOOK AT THESE FIREWORKS!

Happy Birthday, America 🇺🇸

[Sleuth 🔎 @YoYInvestor]

$ONDS just completed its 5th red week in a row 😳

The last time $ONDS had 5 red weeks in a row, we ripped almost 200% straight to $15.28…

A similar move from current levels would take $ONDS over $20

Is history about to repeat itself?

[BaseballHistoryNut @nut_history]

This moment happened after the 9/11 attacks but I always need to share this patriotic moment by Sammy Sosa on the 4th of July

A man from another country born and raised ... respecting, showing true patriotism, showing love for the country that gave him tons ... much respect for Sammy Sosa ... legendary moment ... legendary act from an awesome person

[Dave Portnoy @stoolpresidente]

Happy 250th birthday to the best country on earth! I was reading a book the other day and was struck by this paragraph. I don’t know who the author was but I thought it was brilliant and perfectly said…🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

[Stoolies Clubhouse 🏴‍☠️ @StooliesClub]

This just gave me chills!!

Happy 250! Happy 4th of July!!

🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸🇺🇸

[SpacBobby @SpacBobby]

$RKLB - Amazing video from 2011 showing Peter Beck building a rocket from scratch.

This is the kind of CEO you want running one of the most exciting companies in the world! 🚀

[House of Heat° @houseofheat]

Nike is releasing 'Ghostface' Air Force 1 Lows Soon 🔪

[Rocket Lab @RocketLab]

Obviously.

[Shams Charania @ShamsCharania]

BLOCKBUSTER: The Boston Celtics have agreed to trade Jaylen Brown to the Philadelphia 76ers for Paul George, two first-round picks and two second-round picks, sources tell ESPN.

[Ryan Detrick, CMT @RyanDetrick]

July has been higher for the S&P 500 an incredible 11 years in a row.

[NBACentral @TheDunkCentral]

The Blazers plan on starting Damian Lillard and Ja Morant together, per @ChrisBHaynes

[SleeperPhillies @SleeperPhillies]

The Phillies are the first team EVER to be 10 games under .500, and then be 10 games over .500 before July 1st.

A turn around for the ages.

[Yahoo Finance @YahooFinance]

“There is no one, no company that has a moat like Karp and Palantir. And I think those that think that because of Anthropic or because of the overall market that in some way is going to eat into Palantir’s moat, I think that’s just way wrong,” Wedbush Securities’ @DivesTech says.

[Finn Stockinger @FinnStockinger]

What happens if we factor in the actual deal costs and debt while keeping $RKLB’s hyper-growth multiple?

The math still points to massive upside.

> The Revenue: Combined 2026 pro-forma revenue hits ~$1.9B ($1.0B RKLB + $0.9B IRDM).

$RKLB will almost double revenues in one deal...

MASSIVE!

> The Deal Costs:

Funding the $4B cash component via debt + adding ~$500M in transaction/integration fees introduces $4.5B in net liabilities.

> The Math:

At a premium P/S multiple of ~88x, the Enterprise Value lands at $167.2B. Subtracting the $4.5B in debt/costs leaves a Net Market Cap of $162.7B.

> Price Target: After factoring in both the $4B stock dilution (~622M total shares) and the new debt, maintaining the current multiple yields a projected price of ~$261/share (vs ~$92 today).

The Takeaway: Even with billions in new debt on the balance sheet, Rocket Lab’s current hyper-growth multiple absorbs the leverage effortlessly. The financial architecture of this deal is incredibly robust.