Chris Ray

Tracking innovation through the markets || Space, Drones, AI, Robotics || Posts are not financial advice.

[Chris Ray @itschrisray]

@RocketLab @um87777

[Space Investor @SpaceInvestor_D]

$RKLB / $IRDM: Rocket Lab CEO Peter Beck just met FCC Chairman Brendan Carr about the Iridium deal.

In an Oct. 22 filing, Rocket Lab says the $8 billion acquisition is unopposed, presents no public interest harms and deserves prompt FCC approval.

The push for a faster close is on.

[Chris Ray @itschrisray]

Tons of money just sitting on the table waiting to be taken by $RKLB and other launch providers preparing medium-lift rockets for production.

[Space Investor @SpaceInvestor_D]

$SPCX / $RKLB: SpaceX declined to bid on three Space Force launches, and no other company offered to fly them, Politico reports.

SpaceX flew 85% of U.S. launches in 2025 and is phasing out Falcon 9.

Vulcan was grounded this year and New Glenn is likely out until early next year.

The launch crunch is here.

[Chris Ray @itschrisray]

@RocketLab @mottbox_ @hawkeye360 Wow did not know about this jellyfish emoji 🪼

[Chris Ray @itschrisray]

🚨 $RKLB's 98th mission is a success!

[Rocket Lab @RocketLab]

Payload deployment confirmed from Electron - all three HAWK satellites for @hawkeye360 are now on orbit 🛰️🛰️🛰️

[Chris Ray @itschrisray]

@RocketLab @hawkeye360 Congrats!

[Chris Ray @itschrisray]

@RocketLab Loving these updates!!!! You guys are killing it

[Rocket Lab @RocketLab]

High cadence launch needs high cadence testing. With more than 100 launches in backlog (and counting), we're building a new state-of-the-art test facility to accelerate static fire stack testing for Electron and HASTE rockets.

Check out the new test pad underway within our Propulsion Test Complex 🧵👇

[Chris Ray @itschrisray]

@RKLBMan Hey, revenue is up huge and they’ve already begun integrating subsidiaries with one another. It’s really only been 6-12 months for the acquisition spree.

All in due time.

[Chris Ray @itschrisray]

$ONDS x $PLTR x $NVDA 👀

When does Jensen drop an “Ondas” on stage, I wonder… 🤔

[Ondas Inc. @OndasHoldings]

Yesterday @PalantirTech named Ondas and @regna_ai among its flagship sovereign AI customers. Regna AI, built on Palantir AIP and @nvidia Nemotron, deploys mission-specialized AI on customer terms. $ONDS

https://t.co/GePMszLC8o

[Chris Ray @itschrisray]

Haha I think you have a bone to pick with $ONDS regardless brotha… and that’s okay.

But if you build an entire business around a model, why is it weird to announce the model…?

If $RKLB was actually using $NVDA chips to build key products, they should absolutely be advertising that imo. I don’t get why they’d want to keep that secret. I’m not sure they’re doing that though.

[Chris Ray @itschrisray]

@Courage_wins Haven’t paid super close attention to them but seems like they may need more cash soon to help convert the backlog, maybe the only downside? PE is high too but not sure that matters considering their growth rate.

[Chris Ray @itschrisray]

I think $ONDS had to say how they were building a sovereign AI platform for defense customers, so announcing they’re doing it with $NVDA’s open source model doesn’t seem forced to me. They’re laying out the plan.

And does Jensen care about Ondas? Right now, definitely not. But if they build the leading sovereign AI platform at the edge for defense, yeah maybe it could get mentioned. Karp is already talking about Ondas… 🤷‍♂️

[Chris Ray @itschrisray]

@DevilzReapz

[Chris Ray @itschrisray]

Just when things were starting to look up…

[Chris Ray @itschrisray]

@clubhighflyers @elonmusk Yeah, pretty slimey of them.

[Chris Ray @itschrisray]

Wait, so I paid for a year of Premium+ upfront (pretty much soley to remove all ads from the platform) and X is just going to start showing them to me anyway?

Pretty awful, @elonmusk. Maybe X is starting to fall off... 🤔

[Chris Ray @itschrisray]

@RKLBMan @elonmusk Just a terrible decision on their part. Makes it look like they prefer money over customer experience.