Ayan Jain

Space nerd by choice 🚀. Retail Investor by Money.

[Ayan Jain @ayanjainhere]

@longinvest32 And the most underrated and ignored word as well🤷🏻‍♂️

[Ayan Jain @ayanjainhere]

@TheRonnieVShow Or, new shareholders are being added. Like me🤷🏻‍♂️

[Ayan Jain @ayanjainhere]

$RKLB
It’s been a while! Looks like the launches are returning back. I am hoping for a good 2-4 launches this month.

Potentially in the books:
1 HASTE (Possibly 2 if we can get $FLY to FLY)
1 $BKSY
1 IQPS
1 Aspera/Someone else (Maybe)

[EasternShoreSpaceflight @EShoreSpaceflt]

Wallops Island launch update — June 3, 2026. Fresh off the wire.

A new FAA Current Operations Plan Advisory just hit, confirming a Rocket Lab mission out of Wallops Flight Facility, VA — listed as "Curveball." Rocket Lab flies HASTE from Wallops, so this is most likely a HASTE mission.

Primary window opens June 11, 2026, at 12:00 AM EDT and runs to 5:15 AM EDT. Backup is the same overnight slot on June 12.

This matches the local mariners' notices already out for the June 11–17 overnight windows — midnight to 5:15 AM EDT. The advisory is the confirmation, and it puts Curveball on night one of the run.

Straight from the advisory:

ROCKET LAB CURVEBALL, WFF, VA
PRIMARY: 06/11/26 0400Z-0915Z
BACKUP: 06/12/26 0400Z-0915Z

Things are moving. Stay tuned.

@NASASpaceflight

[Ayan Jain @ayanjainhere]

$NBIS

WE ARE JUST GETTING STARTED.

[Polymarket Money @PolymarketMoney]

$GOOGL says Gemini now has 900M+ monthly active users, up 400M from a year ago while paid subscribers have reached 350M.

[Ayan Jain @ayanjainhere]

@tecumseh97 @ValueInIdeas Well. Good for you but What’s the point? You still are arguing like a kid.

Anyways. This is the only 15 minutes I had to spare on idiots in the day!

Thank you for the entertainment. Good luck man!

[Ayan Jain @ayanjainhere]

@tecumseh97 @ValueInIdeas I made a lot of money by doing some research. If I had only read a part of the text, I would have been a looser. Seems, you have been burned badly.

Sorry for your loss😂

[Ayan Jain @ayanjainhere]

Because, you know, they are making a product much more important that some lunar lander you dumbass. And do you know about MSR? They want to land on Mars and not Moon.

Literally you could have done 1 minute of research and identified that. But well, common sense is not so common in idiots like you😂

And FYI, they can enter the lunar lander market whenever they want.

So shut the fuck up and open your eyes and read.

[Ayan Jain @ayanjainhere]

$NBIS $IREN $CRWV

MORE DILUTION incoming and hopefully finally a deal (though this is “planned” and hence the deal is also “hopefully later”😂)

[IREN @IREN_Ltd]

IREN has announced a planned 800MW data center campus in Bundey, South Australia. 

This marks IREN’s first announced Australian data center project and one of the largest in the Asia-Pacific region announced to date.

Learn more: https://t.co/3bOYCUG3pk

[Ayan Jain @ayanjainhere]

@Gykiwi03 @Peter_J_Beck 💯

[Ayan Jain @ayanjainhere]

After $RKLB and $NBIS, $ZETA has started to grow on me.

<7 Bil MC with > 1.3 Bil in revenue. Beat and Raise in 19 straight quarters and growing steadily (>30% Y-O-Y)

The product seems to me as the first real software company using AI the best and are actually reaching profitability. The product seems to give real world value to customers (6-7X return on marketing spend expected to go up to 10X) and customers realising the value (120% NRR🤯).

The best part is they have great proprietary data set and actually have their own models and not as such dependent on Claude or OpenAI - which is actually a great thing.

My thesis is after the AI Infra Boom cycle, the next wave will be companies like ZETA that adopts and creates value using AI (Anthropics and OpenAIs of the world).

This is Not Financial advice and currently I do not own it. But I am planning to deep dive soon and will buy some.

[Ayan Jain @ayanjainhere]

@CernunnosCap @danielisdizzy I was going to say this exact thing 😂
I am really surprised @danielisdizzy didn’t know this🤷🏻‍♂️

[Ayan Jain @ayanjainhere]

@EndicottInvests I am a Chartered Accountant (CPA equivalent) but me and my friend have built apps and even deployed to prod for some users.

No way AI is a Bubble. You only say that untill you try it actually

[Ayan Jain @ayanjainhere]

Not selling here $NBIS

CRIMINAL TO SELL $NBIS at 280 when they’ll go to 1000 in 2-3 years IMO.

#NFA

[Ayan Jain @ayanjainhere]

$ASTS
Let’s do a pulse check after what Jared and Dave have said: When does NG fly again?

[Ayan Jain @ayanjainhere]

$ASTS $RKLB

Between two extremes, the truth is somewhere in between.

Between what Jared said or meant and Dave, here is my view

- they are not flying this year and I am willing to take a bet on that
- 2027 Q2 is when they return to flight maybe Q3

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[Ayan Jain @ayanjainhere]

@BBizman62112 @EndicottInvests Yeah..but I would have expected 45-55 Bil….assuming they are doing Vera Rubin deployment there.

[Ayan Jain @ayanjainhere]

Ok, this selling is really bullshit now $RKLB