David Wellendorf

What’s life without a story?

[Shay Boloor @StockSavvyShay]

Words cannot describe how excited I am for the $RKLB Neutron launch.

[Rocket Lab @RocketLab]

The strongest quarter in Rocket Lab history

[Peter Beck @Peter_J_Beck]

for your enjoyment

[David Wellendorf @drwelle]

@FranciscoSpace5 @RocketLab @Peter_J_Beck @grok is this real?

[Rocket Lab @RocketLab]

Our largest launch contract yet: 20x new HASTE launches for @DeptofWar to accelerate hypersonics for America.

We're delivering reliable, modern hypersonic capabilities to the nation with speed and affordability - and the first mission in this block of launches is just months away🚀

[Grey @guo_lin99725]

$Rklb the 29.9% space power monopoly. ☀️🚀

according to the latest december 2025 market insights, rocket lab (via solaero) now controls 29.9% of the global space-grade solar cell market.

this is the "solar tax" logic you need to understand. 🧵

to put that in perspective, boeing’s spectrolab sits at 18%, and azur space is at 15.4%.

this isn't a competitive market; it's a consolidation around a single winner.

​why they win: the "weight is money" logic
$rklb’s imm (inverted metamorphic) technology is the weapon.

these cells hit 33.3% efficiency while being 42% lighter than traditional multi-junction cells.

on a satellite, 42% less weight means you can pack more sensors, more fuel, or more ammo.

if you are building a $1 billion national security satellite, you don't save pennies on cells; you buy the rklb "weight advantage."

​the chips act moat
the u.s. government has officially declared $rklb a critical national security bottleneck.

under the chips act, they were awarded $23.9 million to expand their facility in albuquerque.

the goal: nearly double production capacity from 20,000 to 35,000 wafers per month.

they are one of only two domestic players capable of meeting u.s. space defense demands at this scale.

​the $175b "golden dome" & sda tax
let's talk about the math of the $175 billion golden dome (missile defense shield) and the $3.5 billion sda tranche 3 contracts.

solar arrays typically account for 5-10% of total satellite contract value.

for sda tranche 3 alone, $rklb won an $816 million prime contract to build 18 satellites.

but because they are the merchant supplier for the other winners (lockheed, northrop, l3harris), they likely capture another $200m-$300m in component sales from their "competitors."

​the recurring gold mine
unlike rockets, which are a "one-and-done" service, the space systems segment (which includes these solar cells) now accounts for nearly 70% of rklb’s revenue.

they are building the "national grid" for orbit.

while everyone waits for the next rocket launch, $rklb is quietly collecting a check on almost every major constellation being deployed by the west.

​the verdict
bookmark this. 📌 $rklb is no longer a launch company; it is an infrastructure monopoly.

they own the power, the software (max), and the bus.

the "launch" is simply the delivery mechanism for their own higher-margin tech.

​my question for you😊:

if rocket lab owns 30% of the energy supply for the entire space industry and is the only player with a vertically integrated "chips act" moat.

why are we still pricing them like a rocket company and not the next-generation lockheed martin?

​let's talk in the comments. 👇

​#rklb #rocketlab #spaceeconomy #solar #defense #investing #stocks #nasdaq #goldendome #chipsact

[The Aerospace Corporation @AerospaceCorp]

All four of Aerospace's DiskSats have successfully deployed and established contact 🎉 Congratulations to the Aerospace team, @RocketLab, @USSpaceForce, and @NASA on a successful launch!

Check out the payload's integration journey below. We're looking forward to the rest of the demonstration mission 🛰️

[M. V. Cunha @mvcinvesting]

JUST IN: $RKLB has secured a contract worth up to $805M to deliver 18 satellites for the SDA Tracking Layer Tranche 3 program. 🔥

If fully awarded, this would be the largest contract in the company’s history.

[Peter Beck @Peter_J_Beck]

Huge congratulations @rookisaacman, exciting times ahead with you at the helm of NASA. Looking forward to working together to advance more opportunities for science and beyond!

[Rocket Lab @RocketLab]

In just a few hours, Electron will lift off from New Zealand on today’s mission, ‘Symphony in the Stars’.

Join us live later today: https://t.co/RyD0mCPvTf

[Rocket Lab @RocketLab]

Electron is vertical on the pad at Launch Complex 1 for tonight's launch and a T-0 time now set for:

⏰NZT | 7:33 PM
⏰UTC | 07:33
⏰EDT | 03:33 AM
⏰PDT | 12:33 AM

[Elon Musk @elonmusk]

Success is uncertain, but entertainment is guaranteed! ✨

[David Wellendorf @drwelle]

@realTrumpNewsX Yes

[David Wellendorf @drwelle]

@elonmusk Expecting Flight 6 before the end of year?

[Elon Musk @elonmusk]

Good morning

[David Wellendorf @drwelle]

@SpaceX @elonmusk @Space_Station @elonmusk no Cybertrucks for AX-3 crew to the pad? Can you make it happen for Crew-8? The future needs to look like the future!

[David Wellendorf @drwelle]

@stoolpresidente Start your own Trading App. Davey Day Trader???

[Big Cat @BarstoolBigCat]

Hey @RobinhoodApp

[Dave Portnoy @stoolpresidente]

FUCK YOU