newerror

Digital & Innovation Strategist working in finance. Interested in everything AI, space, emerging technologies, startups & future trends.

[TheKOOKReport @thekookreport]

Unreal. I had dismissed this anyway bc there is no chance the US government would allow their primary launch system to be decommissioned. Even if Starship is working, they want a ton of track record established before a workhorse like F9 is allowed to be sunset. It makes no sense. The F9 is the B-52 bomber of the Spaceforce. Expect it to be around for a bit.

[newerror @newerror82]

@babyfolio I posted this today or yesterday. I‘m very happy with the progress the companies I invested have made. Especially, Sir Peter Beck. I keep buying. I admit $rklb was more fun at 150$ portfolio wise, but I would otherwise not have reaches my 1000 shares if it didn‘t dump.

[Dave G @daveginvesting]

I understand the different points of view, but at the end of the day Jacob is a friend who has provided years of valuable $RKLB research which I often cited in my videos.

I'm sure a lesson was learned, I'll participate in helping him get back on his feet

https://t.co/I1RLjdLc4i

[newerror @newerror82]

@crux_capital_ It will be interesting to get the other analyst targets. The call was quite interesting.

[newerror @newerror82]

Thank you for the interesting read!

The arguments are reasonable. However, I would invite everyone to think about effects we don't see yet. This argument basically does reduce complexity to a few variables. In reality there are way more variables. This also does not mean we do not have a bubble in the next 3-5 years. I just want to state that we don't really count in Edge AI and probably new Edge Hardware, Humanoids, roboting transformation in various industries. We also do not enough talk about future employment situation which can have both bad and negative effects (basic general income vs. more EPS for companies).

Personally, I think that at the end of 2027 resp. start of 2028 we could see some fatigue (see Gartner Hype Cycle) that takes us down quite a bit, before we start working us towards a pleateau of productivity. If you want a comparison.

I think we're at the point where Netflix got new competition from Disney, but still could win with content and a soft pricing strategy. We're not yet there where every content studio started claiming their content back, only publishing series with episodes that air one new episode per week, or introducing new ad based tiers.

But we all know: This development can come fast within 2-3 years. Especially, when production catches up, which it will do at some point towards 2030.

[newerror @newerror82]

The arguments are reasonable. However, I would invite everyone to think about effects we don't see yet. This argument basically does reduce complexity to a few variables. In reality there are way more variables.

This also does not mean we do not have a bubble in the next 3-5 years. I just want to state that we don't really count in Edge AI and probably new Edge Hardware, Humanoids, roboting transformation in various industries. We also do not enough talk about future employment situation which can have both bad and negative effects (basic general income vs. more EPS for companies).

Personally, I think that at the end of 2027 resp. start of 2028 we could see some fatigue (see Gartner Hype Cycle) that takes us down quite a bit, before we start working us towards a pleateau of productivity.

If you want a comparison. I think we're at the point where Netflix got new competition from Disney, but still could win with content and a soft pricing strategy. We're not yet there where every content studio started claiming their content back, only publishing series with episodes that air one new episode per week, or introducing new ad based tiers. But we all know: This development can come fast within 2-3 years. Especially, when production catches up, which it will do at some point towards 2030.

[newerror @newerror82]

@DeepValueBagger Enjoy your trip. I will also go with my family in 2 days.

[newerror @newerror82]

I‘ve followed @CatSE___ApeX___ , @thekookreport , @spacanpanman since I got in in June 2024. What I got so far was a huge load of technical info, regulatory findings, context how pieces build a puzzle.

I entered because of the conviction that we are right before a masdive transformation. That was before golden dome etc. I still believe in the thesis, but also my time horizon is 2030-2035.

The company made tremendous progress and I see no reason to realize my gains. I actually even bought a bit more shares. I don‘t trade on margin or levered. I just sit on my shares.

[newerror @newerror82]

@longhornbruce1 Good stratwgy. My covered calls soon will expire worthless. Then up to the next round!

[newerror @newerror82]

If you invested in $nbis, $asts, $rklb, $dram, $SKHY, $MU, $OUST etc. close your trading app and enjoy some summer holidays with your friends and family.

I'm really impressed how these companies deliver each day creating more value. Even though the stock price may not reflect that yet it seems that people are more concerned throwing bad words at each other that focusing on the long game.

You really don't need 100 datapoints or analysis to understand what those companies are building and that this doesn't happen in a day or a few weeks. So don't leverage yourself into Walhalla and take you mental calmness training as your next most important training in investing.

You probably make more performance YTD until the end of the year if you just DO NOTHING.

[newerror @newerror82]

@DeepValueBagger Your walking over Kappelbrücke in Lucerne. Welcome to my great country.

[newerror @newerror82]

@spacanpanman @evantindell I also suggest he should up his $nbis short position.

[newerror @newerror82]

@grok @usppdd @usppdd

[newerror @newerror82]

@usppdd @grok @grok Please explain what ride-share in the context of Falcon 9 launches acutally means. When do we speak of ride-share.

[newerror @newerror82]

Seriously, don‘t let AI take over your critical thinking. But as Iranian civilian I would not risk my life for the US Goverment which is mainly driven by grift, narcism, personal enrichment. Did we not see that none of Trumps promises even the realistic ones have been fulfilled. He lies, betrays, risks the life of children, countries, nations just because he thinks that he is not respected? That‘s not how you earn respect. That‘s not how we raise children to live in a way that serves humanity.

I truly wish even more than in Iran the US will get the regime change they deserve. Even if MAGAs fon‘t jnderstand it I hope they won‘t suffer in the long end what Musk, Trump et al just create.

[newerror @newerror82]

@jonesdel @MakeEmGoMad @LeandrewsH @Polymarket @grok Am I, as Swiss citizen - asking a neutral question within a clear context a bigger threat to user „Del Leonard Jones“ than US ICE Agents or US Goverment.

[newerror @newerror82]

@jonesdel @Polymarket I would also ask the highly respected US servants: For what do you risk your life in Iran? If it was to free the civilians from their regime great. But where at a point where probably the whole Trump fellowship lost their mind. Thus explicable why veterans step down.

[newerror @newerror82]

@jonesdel @Polymarket Are you willing to die to support Trump?

[newerror @newerror82]

It‘s s question. Since you assume that every Iranian Civilian should go to war and risk their lifes. It‘s easy to say such things as reality disconnected MAGA enthusiast. These people fear already their lives and we already saw what happened when Trump didn‘t cover them. https://t.co/HM7byHKdNC

[newerror @newerror82]

@bennybigbull No a rideshare means two different companies book a ride resp. they sell excess capacity two a second company. $ASTS only books the whole vehicle. $RKLB does rideshares.