Mark Petersen

Product manager. Hobby investor. On a journey trying to be courageous and seek the truth. One investment at a time. Long $NVDA $TSLA $PLTR $RKLB $LMND $SQ

[Mark Petersen @mspetersenpicks]

My principles for life, work and investments:

[NEXTA @nexta_tv]

A new meme — a man was sitting in a work video call while riding a roller coaster

When his boss asked about the shaking, the employee calmly replied that he forgot to close the window.

[Space Investor @SpaceInvestor_D]

$RKLB: Rocket Lab just joined the NASDAQ-100 Index.

We ride 🚀

[Mark Petersen @mspetersenpicks]

@teslaeurope @wholemars Amazing! I have a model Y from 2022 with HW3 - will it work on that as well?

[Sawyer Merritt @SawyerMerritt]

Tesla FSD (Supervised) has just officially been approved in Denmark!

This is the fourth European country to get FSD (Supervised) approved, and counting.

[Mark Petersen @mspetersenpicks]

@fleetbuilder @WilliamBirdeau And it’s not because you drive like a lunatic? 😅🤣

[Mark Petersen @mspetersenpicks]

@WilliamBirdeau Really well written and analyzed deep dive William! Thanks for sharing.

[Mark Petersen @mspetersenpicks]

I am a giga Rocket Lab bull, I am genuinely interested in understanding and seeking the truth. I just try and understand your thinking. However, I do not see the ecosystem lock in effect at Rocket Lab. why can’t a customer just switch to SpaceX and have them launch and build their satellites?

[Mark Petersen @mspetersenpicks]

@HypaWaveNZ @RocketLab @nvidia Is it because you mean Rocket Lab is the only real end-to-end company that can both launch and create satellites?

[Mark Petersen @mspetersenpicks]

@HypaWaveNZ @RocketLab @nvidia I get that, but I do not see how this applies to rocket lab?

[Mark Petersen @mspetersenpicks]

@HypaWaveNZ @RocketLab @nvidia This is an interesting take I haven’t heard before or thought about. Why does rocket lab lock into the ecosystem? Why are switching costs so high?

[Mark Petersen @mspetersenpicks]

For all $RKLB investors and investors in general. Remember to do your own research and remember to dive deep so you do not end up acting on advice like this

[Paulo Santos @ThinkFinance999]

This $RKLB thing doesn't have a way to grow into its valuation. It already trades like it's SpaceX.

People probably don't understand that SpaceX only does something around 40-50 launches per year for third parties, or around $4bn in revenues from launches. RKLB won't surpass that - there's no market.

[Mark Petersen @mspetersenpicks]

@ThinkFinance999 What a nice and deep analysis you have made. Very thought true and shows that you really know what you are talking about.

[Mark Petersen @mspetersenpicks]

Great idea 🤣

Not many founders get their ideas casually referenced by Elon on the global stage. Sir Peter Beck must be proud.

Long $RKLB

[Elon Musk @elonmusk]

@SciGuySpace Maybe we should make a “Hungry Hippo” version of Starship one day to collect and de-orbit spent rocket stages and other space junk

[NVIDIA @nvidia]

Thanks @SpaceX and @elonmusk, excited for you to try out the NVIDIA Vera CPU 🎉

[SpacBobby @SpacBobby]

$RKLB - Analysts are in awe of Rocklet Lab's latest quarter....

Needham basically summed it up as "Wow"

RKLB reported strong 1Q results with revenue 5% above consensus and +64% y/y, and guided 2Q revenue +13% above consensus. Both Space Systems (+75% y/y) and Launch (+79% y/y) were robust in 1Q, as backlog soared to $2.2B on a record 31 launches booked including Neutron and a new Haste deal with Anduril. Importantly, Neutron's test launch remains on track for 4Q26.

In Space systems RKLB secured a Golden Dome demo contract and announced the acquisition of Motiv, a space-proven robotics company.

We expect strong progress across all business fronts during 1Q, we increase our F26/F27 revenue and Adj EBITDA estimates and raise our PT to $120.

[ValueOverPrice @ValueInIdeas]

$RKLB

Great news!

The transfer significantly increases the probability of RKLB joining the Nasdaq-100.

"Inclusion would require passive index funds and tracking ETFs to systematically purchase large volumes of the stock to replicate its index weighting."

[Mark Petersen @mspetersenpicks]

@cyberprince_rwo Hahahah love it 🤣

[RKLB @RKLB_KevinJames]

Neutron is coming!

[Mark Petersen @mspetersenpicks]

@ValueInIdeas “Cost per satellite” seems like a much more relevant metric.

[EasternShoreSpaceflight @EShoreSpaceflt]

There has been some very interesting speculation building in the Rocket Lab community, and a recent post from a New Zealand logistics company may have just added a significant piece to the puzzle.

It started when @Muzznzer spotted on X that the Payload Attach Fitting — also known as the PAF, or Payload Adapter — appeared to be missing from Rocket Lab's complex in New Zealand.

Two to three days later, Rocket Freight LTD posted on Facebook about chartering an Antonov AN-124 — the largest cargo aircraft in the world — for a highly specialized, time-sensitive freight project in New Zealand. The operation involved aircraft charter coordination, oversized transport planning and permits, customs and biosecurity management, airside security, heavy lift loading using gantry cranes, and full airport and apron coordination. One piece of cargo measured an impressive 5.4 meters wide, requiring specialized route planning, pilot vehicles, and permits across multiple parties. https://t.co/JMLk11Cxs9

Screenshots from Rocket Freight LTD's video of the loading process appear consistent with what a PAF and associated Rocket Lab hardware would look like during transport. The AN-124 was tracked departing New Zealand, stopping in Fiji, and arriving in California.

Now, we're not saying it's aliens — but something 5.4 meters wide, wrapped up tight, loaded in the dead of night onto the world's largest cargo plane, and flown across the Pacific for "analysis" does sound like it came straight out of a Roswell press briefing. We'll just say it's "unidentified freight objects" and leave it at that.

In all seriousness, the big question now is: what happens next? Does this hardware go on a direct flight to Wallops Island, Virginia, or does it arrive near Baltimore, Maryland and make its way down by barge — possibly linking up with additional parts from Rocket Lab's facility in Maryland?

Things are moving. Stay tuned.

📷@Roket Freight LTD
📷@RocketLab

@NASASpaceflight