Mark J MacDonald

Professional horseman | Amateur retail trader
Wins, losses & lessons
Not a financial advisor | Educational content only 📊

[Mark J MacDonald @MarkMacRacing]

Disclaimer:
I am not a financial advisor.
All content shared here reflects my personal opinions and trades.
This is for educational & entertainment purposes only.
Always do your own research before investing.

[Mark J MacDonald @MarkMacRacing]

@Kbpdevine Great guy spent many Sunday afternoons at his house with my dad they were great friends

[Mark J MacDonald @MarkMacRacing]

This is very telling of what the market thinks right now of Ai and it’s laughable that Nvidia is trading right now around half the forward multiple of a toothpaste company but who knows haha 😂
- **Nvidia: $168.89 — forward P/E 10.73x**
- **Procter & Gamble: $168.43 — forward P/E 22.73x**
- Nvidia is at **47%** of Procter & Gamble's multiple. Procter & Gamble is 2.1x Nvidia's.
- Implied forward earnings: **Nvidia $15.74** a share vs **Procter & Gamble $7.41** a share

[Shay Boloor @StockSavvyShay]

$RKLB Q3 EARNINGS

• Revenue $268M vs Est. $257M
• EPS ($0.12) vs Est. ($0.07)
• Backlog $3.57B (+52% QoQ)
• Gross Margin 38% vs. Est. 36%

Q4 Guidance
• Revenue $280M vs Est. $265M
• EBITDA ($17M) vs. Est. ($13M)

Management says they have over $515M Neutron contracts covering 16 missions with a $70M base price

[CNBC @CNBC]

Democrat shaping AI policy bought chip stocks despite backing congressional trading ban https://t.co/9JoPn7630y

[Rocket Lab @RocketLab]

✅ Neutron’s Stage 1 Forward Dome has been built and cured.

The dome has come off the AFP machine as planned and completed its heat and pressure processing cycle to cure the carbon composite material.

Next step: analysis and material tests to confirm quality and strength, before it moves to the next phase of Stage 1 tank assembly.

[Gavin Baker @GavinSBaker]

The governor-elect of Texas, Gina Hinojosa, has explicitly said that all currently permitted datacenters in Texas will be allowed to finish construction. This essentially covers all of the 2027 and likely well into 2028.

She is going to pass laws that ensure that all *newly* permitted datacenters going forward for delivery in 2028/2029 will pay taxes, commit to no increase in power prices for consumers, don’t impact water availability for people, be constructed with union labor and give “Texans a seat at the table.”

Sounds reasonable. She doesn’t want to lose a lot of good blue collar jobs and property taxes for small towns in rural Texas.

Datacenter commentary starts at 6:30 in this interview.

Also attaching her official campaign position from her website in the next post.

Sidenote: After watching a bunch of her speeches and interviews, I do think she is a political talent and probably has a future in national politics.

https://t.co/shCGNcdu9d

[Trung Phan @TrungTPhan]

live footage of Lisa Su saving AI supply chain trade

[ValueOverPrice @Neil_Shares]

$RKLB

"We're the largest space grade solar cell provider and panel provider in the world now."

— Rocket Lab CEO Peter Beck

No wonder Rocket Lab manufactured the solar panels and solar cells for NASA's NEO Surveyor mission.

[Rocket Lab @RocketLab]

Triple digits unlocked. 💯🚀

The 100th Electron has left the factory, headed for launch.

Thank you and congratulations to the many people behind this rocket, and the 99 before it.

[Rocket Lab @RocketLab]

Make parts that go to space 🚀

We’re hiring CNC Operators and Programmers in Auckland, New Zealand, and Long Beach, CA.

Be part of the high performance team bringing designs for spacecraft and rockets to life using advanced manufacturing technology.

[Mark J MacDonald @MarkMacRacing]

@doubleplayball He definitely needs a Murphy blind on the inside 😂😂

[Rocket Lab @RocketLab]

It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.

Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.

Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.

[SBredRacing 🇨🇦 @sbredracing]

2YO filly SUMLUCKYLADY (Muscle Mass) won tonite’s $60K #HarvestSeries Final (Ont. sired or bred, 2YO F’s, NW’s) Trot @WoodbineSB w/ driver @MarkMacRacing & trainer Joe Parkinson in 1:55.1.

[Mark J MacDonald @MarkMacRacing]

@Mr_Derivatives Hard to believe Google YTD is completely flat , I think this is the easiest buy in the entire stock market, just my opinion!! Earnings on Wednesday after the bell #google #stocks

[Mark J MacDonald @MarkMacRacing]

@Jahclintbillio1 Click bait , that’s not a horses hoof period, I’m sure the animal was in pain but it’s not a horses hoof that’s a for sure

[Mark J MacDonald @MarkMacRacing]

#rocketlab

[Mark J MacDonald @MarkMacRacing]

@PaquetGhislain1 @WoodbineTVProd @WoodbineSB @gocashking @Plowcha_Harness Thank you 😊

[Ghislain Paquet @PaquetGhislain1]

@WoodbineTVProd @WoodbineSB @gocashking @Plowcha_Harness Lets gooo Mark @MarkMacRacing 🎯
#captaindeo

[Mark J MacDonald @MarkMacRacing]

@PaquetGhislain1 @WoodbineTVProd @WoodbineSB @gocashking @Plowcha_Harness Thank you

[Rocket Lab @RocketLab]

The Neutron team hit some big milestones this week, working around the clock to bring the world's largest carbon composite reusable rocket to life. Take a look inside our Neutron Factory in Maryland 👇