Just started Teddy Roosevelt on $NFLX
Love this quote
For those who are afraid to fail, know there is a greater fear... that fear of never trying
Ignore the one who points out your stumbles
Align with those who pick you up and dust you off
“It is not the critic who counts: not the man who points out how the strong man stumbles or where the doer of deeds could have done better. The credit belongs to the man who is actually in the arena, whose face is marred by dust and sweat and blood, who strives valiantly, who errs and comes up short again and again, because there is no effort without error or shortcoming, but who knows the great enthusiasms, the great devotions, who spends himself in a worthy cause; who, at the best, knows, in the end, the triumph of high achievement, and who, at the worst, if he fails, at least he fails while daring greatly, so that his place shall never be with those cold and timid souls who knew neither victory nor defeat.”
—Theodore Roosevelt
Stifel on $RKLB (Buy, PT $132):
"Rocket Lab delivered a beat and raise, with 2Q’s results exceeding expectations on revenue, margins, and EBITDA.
The company signed 26 new Electron/HASTE missions, increased total launch backlog to more than 90 missions, and grew overall backlog to approximately $2.4B, with an additional ~$800M of bookings added after quarter-end.
Space Systems revenue accelerated sharply as SDA programs ramped, while Rocket Lab secured several notable defense awards that further strengthen its position as a diversified space prime contractor.
Neutron remains on schedule for pad delivery in Q4:26, with management reporting multiple key hardware, engine, and integration milestones achieved during the quarter.
Strategic initiatives continue to expand the company's long-term opportunity set, including the planned acquisition of Iridium, the introduction of the deployable GHOST launch system, and growing defense exposure.
With accelerating growth, strong backlog visibility, and limited competition, Rocket Lab offers compelling long-term risk/reward despite near-term cash burn. Reiterate Buy."
Analyst: Erik Rasmussen
Bullish or bounce-fade on $FSLY here? ☁️
Leaning bullish — price reclaimed the 20/50/200 EMAs after the spring selloff and is pressing into range resistance.
News:
- Q2 revenue $173M, +20% YoY, FY26 guidance raised
- New "Agent Toolkit" AI dev tooling launched for the edge platform
- Next-Gen WAF now live on Google Cloud Load Balancers
🛎️ 22.00 — clear it, this run has legs. Lose 🛎️ 19.08, the EMA reclaim fails.
🎯 24.00 / 26.88 / 28.42
Bitcoin weekly RSI just slipped below 30 for only the fourth time in history.
If you longed the weekly $BTC close and held for 1 year:
2015 → +112%
2019 → +136%
2022 → +26%
Wall Street logic right now: punish Big Tech for “wasting” capex on AI, punish SaaS because AI will replace them, and punish GPU manufactures for selling the chips that power the “waste.” 🤔
$EOSE is looking very bullish here.
Not only did the momentum indicator flip blue recently, but $EOSE is starting to close above the Gaussian Channel again.
If it can hold above, $28 will come fast.
Watching closely, don't miss out!