real wooma

[real wooma @RealWuma]

@HankFrank It’s gonna be an NFL kicker

[real wooma @RealWuma]

@HankFrank @MurrayHillGuy1 Boston (without the new lottery and with the downhill adjustments) is the only right way

[Brian Stoffel @Brian_Stoffel_]

DAU growing faster than MAU for E-commerce is a bigger deal than people think.

$MELI doing all they can to turn LatAm e-commerce into a winner-take-a-lot (there's room for others) atmosphere

[Shay Boloor @StockSavvyShay]

$MELI Q2 EARNINGS

• Revenue $10.17B vs Est. $9.78B
• Net Income $466M vs Est. $447M
• TPV $101B vs Est. $93B
• GMV $22B vs Est. $21B

[Shay Boloor @StockSavvyShay]

$RKLB wins a $397M U.S. Space Force contract to build, launch and operate multiple Flattellites for real-time tracking of airborne threats from orbit.

The award combines Rocket Lab’s spacecraft, mission operations and Neutron launch capabilities while including options for additional satellites.

[Get Up @GetUpESPN]

"[The Bills] should be calling Tampa about Vita Vea.”

@Foxworth24, @LRiddickESPN and @DanGrazianoESPN discuss the Bills' defensive concerns 🤔

[Financial Times @FT]

After successfully launching New Zealand’s first rocket into space, billionaire Sir Peter Beck is setting his sights on taking on Elon Musk and Jeff Bezos in the internet satellite business https://t.co/3LTuunzlDa

[Parkash Heerani @HeeraniPK]

JUST IN: $RKLB wins a major U.S. defense contract worth $266M

The U.S. Air Force has awarded $RKLB a $266M firm-fixed-price contract for 12 suborbital launches, with an option for 6 additional launches.

Key details:

• 💰 Contract value: $266 million

• 🚀 12 launches + 6 optional launches

• 📍 Launch site: Pacific Spaceport Complex, Alaska

• 📅 Performance through Dec. 2028

• 🏆 Competitive award (3 bidders)

This isn't just another launch contract, it further strengthens $RKLB position as a trusted national security launch provider and adds another multi-year government revenue stream alongside Electron, Neutron development, and Space Systems.

The U.S. government continues to put real dollars behind $RKLB capabilities.

[Shay Boloor @StockSavvyShay]

$RKLB won a $266M U.S. Air Force contract for 12 suborbital launches with options for six more through 2028.

The competitively awarded deal includes $112M in initial funding with launches set to take place from

[Jarrett Bailey @JBaileyNFL]

Josh Allen playoff wins: 8
Lamar Jackson playoff wins: 3

Josh Allen total playoff TDs-INTs: 38-6
Lamar Jackson total playoff TDs-INTs: 13-7

Josh Allen playoff passer rating: 101.5
Lamar Jackson playoff rating: 84.6

[real wooma @RealWuma]

@JoePompliano @Sportico $rklb proceeds put to work

[Vince is Bullish @vinceisbullish]

Rocket lab valuation is down probably 85% since the peak at $150!

Yes you read that right!

When I bought Rocket Lab my thesis was that they are going to be a space application giant and they are already good at rockets and making space craft so the components are there but I have always bought for the space application!

A month ago the space application business was going to be announced after Neutron had cadence. It was going to be a capital intensive endeavor which would take years to build out pushing Rocket Lab to be unprofitable, needing capital raises and patience!

But that all changed with the iridium announcement! This majorly derisked the business model, pulled forward a few years and made Rocket Lab a profitable company!
(I know the transaction hasn’t closed yet, but it will soon mid 2027)

So since the stock was $150 the price was cut in almost half. But the acquisition doubled Rocket Labs revenue. So what ever PS multiple you were paying at $150 at $80 that PS multiple is probably cut by 80+%

I know the stock didn’t crash 80% but the value you are getting today is 80% cheaper than it was at the top!

I don’t know about you guys but it’s very seldom you get an 80% discount on such a great company. I am 0% worried about the stock price.

Actually I’m worried about how I can buy more.

[Big Cat @BarstoolBigCat]

Refs tried to fuck us and we still kicked ass. What a performance. Best country in the world 🇺🇸

[Benzinga @Benzinga]

Rocket Lab Is Buying Iridium—Here's Why Investors Are Excited. $RKLB

https://t.co/QtYC5cZJgI

[Bloomberg @business]

As Elon Musk basked in the public spectacle of SpaceX’s blockbuster initial public offering this month, another rocket executive was putting the final touches on his biggest strategic move https://t.co/5eADvNY0jQ

[New York Post @nypost]

Rocket Lab buys satellite pioneer Iridium for $8B - setting up showdown with SpaceX https://t.co/RLLaZwIIZf

[TechCrunch @TechCrunch]

Rocket Lab continues buying spree by acquiring satellite company Iridium https://t.co/3eXBCAiN7F

[Bloomberg @business]

Rocket Lab agreed to buy Iridium Communications for $54 a share, in a cash-and-stock transaction that puts the satellite communications company at about $8 billion in enterprise value https://t.co/tXHxwCqVvK

[Vince is Bullish @vinceisbullish]

Holly fucking shit $RKLB

[Brian Stoffel @Brian_Stoffel_]

Wow. $RKLB to buy $IRDM