Lubomir Kramar

Stocks and markets

[Militarnyi @militarnyi]

🛰️In this publication, we will dive deeper into a crucial aspect: how effective can modern Electronic Warfare (EW) systems be in suppressing this type of communication?

🔗Learn more details in our blog: https://t.co/LqP0VSFhDm

[Lubomir Kramar @Tkog65]

@Divergent7651 Still cheaper than most running shoes nowaydays though. Got my pair for ~$120.

[Gavin Baker @GavinSBaker]

Interesting disclosure from Ken Griffin via @CNBC that they have shed 80% of the SALP portfolio.

Super high confidence that this was $45b levered more than 4 to 1 so at least $180b gross. Unwinding that $180b would absolutely have had an impact.

Have felt it in the market.

[Lubomir Kramar @Tkog65]

@SayNoToTrading Didn't he have exactly this kind of story a few years ago?

[Lubomir Kramar @Tkog65]

@HlavackaMichal @eToro Congrats, Michal!

[Ashlee Vance @ashleevance]

You guys see what's going on, right?

For decades and decades, the US government has chased this idea of responsive space. Rockets that can go up on very short notice, ideally from lots of locations, and place satellites over areas of interest and importance.

It's been an incredibly hard thing to pull off. SpaceX started chasing this mission in a way but then moved away from the Falcon 1 and focused on Mars.

Rocket Lab has very much picked up the mantle.

It's putting pads in more and more places. It has two pads in spots rather handy for things happening in or near Taiwan.

This is stuff Lockheed and Boeing and others thought about but could not even begin to make happen.

Rocket Lab is basically becoming a space prime the likes of which we have never seen before.

[Lubomir Kramar @Tkog65]

@SayNoToTrading Also mentioned the window 'narrowing', no? To be fair December 2026 or H1 2027 doesn't make that much of a difference.

[Rocket Lab @RocketLab]

Introducing GHOST.

We’ve mastered the art of building launch sites. Now we’re making them deployable worldwide.

GHOST = Global Hypersonic & Orbital Spaceport Technology. A containerized, deployable launch site system that enables Electron and HASTE launches anywhere, anytime.

Missile defense. Responsive launch. Sovereign launch capability. Delivered where it's needed most.

Coming soon across two pads in Alaska in 2027.

[Patrick Moorhead @PatrickMoorhead]

I think we’ve lost our minds to think that this performance wasn’t a blowout performance.

Revenue +257% and profits +557% and this is bad?

Estimates are BS when you are in mega growth. Execution is so very difficult. If you don’t agree you’ve never shipped anything in your life in tech.

The market will meltdown tomorrow, it will come back, because we’re all nuts.

The decade-long AI build out thesis still stands.

[Lubomir Kramar @Tkog65]

@SayNoToTrading Entered about the same time. Got filled around 490. No real size though.

[Lubomir Kramar @Tkog65]

@AlexHollings52 Looks like Su-35 on the pic though

[Indra Group @IndraCompany]

🌍🚆 Indra Group partners with Three Seas Initiative – Ukraine to modernise rail corridors and boost connectivity with Europe.
Driving digital transport, innovation and resilient infrastructures.
#IndraGroup #Mobility #Innovation #Ukraine https://t.co/61sROzzyoC

[Lubomir Kramar @Tkog65]

@Space_Horton @JayApted Same

[Lubomir Kramar @Tkog65]

Gotta admit: having $HPE March 2026 entries at $22/share feels extremely satisfying.

[Lubomir Kramar @Tkog65]

Panels themselves are a measly business - at least when we talk about margins.

That makes it all the better for consumers. Up to 60% of power generation capacity installed by 2030 might be solar. Price, speed of deployment, regulatory hurdles are nothing in comparison to virtually any other type of power generation.

Now, if you want to talk about higher margin business there - look for trackers, inverters, software, robotics and battery storage potential. It’s all out there, and still not that expensive.

[Erik Solheim @ErikSolheim]

The dawn of 24/7 solar power.

Cost of battery storage is dropping at an astonishing speed.

Costs of storing solar or wind energy have fallen more than 50% since 2022, 27% only last year alone.

This is an absolute game changer. It turns around the economics of power. It makes solar and wind competitive not only to coal, but to gas. In April 2026 for the first time the world produced more electricity from solar and wind than from gas.

Solar and wind are economically competitive to gas 95% of the time in giants as China, India and Brazil

Financial Times have more: https://t.co/LtF4UeQQ2A

[Jack Kuhr @JackKuhr]

Alright, I pulled 24 tidbits from SpaceX's S-1. Here they are, ranked 👇

[Lubomir Kramar @Tkog65]

@yoniassia @eToro Great results, congratulations!

[Lubomir Kramar @Tkog65]

@daveginvesting @RocketLab @Peter_J_Beck 'The best performing convertible bonds ever'.
You should’ve pressed for the shipment of keg with a logo!
Great interview!

[Lubomir Kramar @Tkog65]

@NotWoofers Tactical comment :)