Long Term Investor // Space Enthusiast // Creator of @CageTimeLeague
Joined January 2021
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Sprouts' Q4 guide came in far below estimates; shares fell ~15% after hours.
Q3 sales rose 5% to $2.3B, but comps fell 0.9% on a weak consumer and cyclospora.
• Q4 comps guided -2% to -4%
• Q4 EPS $0.47-$0.51
• Record 15 new stores; 504 in 25 states
$SFM
investors.sprouts.com/news/n…
Amazon Leo's biggest launch yet has a date.
ULA's Vulcan returns Nov. 13 with 40 Leo satellites after a nine-month grounding.
• First of 38 contracted Leo-Vulcan missions
• ~400 Leo satellites launched so far
• Ariane 6 adds 36 more NET Nov. 23
$AMZN
aboutamazon.com/news/innovat…
Starship Flight 15 is nearly ready.
SpaceX finished Ship 42's static fires today, days after a 33-engine test on Booster 22.
• Full-duration six-engine burn
• Single Raptor fired to simulate a deorbit burn
• Plan: catch both booster and ship
$SPCX
teslaoracle.com/2026/10/28/s…
Tesla is officially coming to Vietnam.
A Tesla recruiter confirmed hiring. Tesla registered a ~$3M local subsidiary in September.
• 5 roles incl. sales, service, charging
• Charging hire hints at Superchargers
• Faces VinFast, ~36% of the market
$TSLA
electrek.co/2026/10/28/tesla…
Neutron is in Virginia.
Rocket Lab's Stage 2 and Thrust Module are now offloaded at Wallops Island.
• Arrival checkouts underway
• Next: fluids tests + launch mount checks at LC-3
• First flight still targeted for 2027
$RKLB
Neutron’s Stage 2 and Thrust Module have arrived to Virginia. After a short barge ride from the Neutron Factory, these major assemblies have now been offloaded on Wallops Island and are going through arrival checkouts.
Next up: integrated fluids testing and launch mount interface checkouts for the Thrust Module, with Stage 2 to follow on the test stand beside it soon after.
Costco wants more of your wine and whiskey money.
Its booze business is already $6.5B+ a year. Now:
• Pushing into fine wine, high-end spirits and RTDs
• Kirkland Signature drinks outgrowing the rest of the aisle
• More Kirkland bourbons and new wines planned
$COST
A new rocket startup wants into the launch race.
Cowboy Space unveiled Big Iron, an 86m reusable methane rocket:
• 15,000+ kg to orbit, first flight aimed for 2028
• Upper stage stays up as an AI data center
• Will fly outside payloads too
space.com/space-exploration/…
Every new Tesla is now a power station.
Powershare is live on all new Model 3 and Model Y in the US & Mexico.
• Charge port becomes a 120V outlet, up to 2.4 kW
• Needs Gen 3 Mobile Connector + $80 adapter
• Most older cars miss out
$TSLA
superchargeddaily.com/dispat…
SpaceX told the FAA it wants 10,000 launches a year.
Musk overnight: that's just Starbase Louisiana.
• SpaceX says FAA air traffic systems are outdated
• Pitches launch corridors + its Cleared tool
• Louisiana site: ~$100B, first launch targeted 2029
$SPCX
benzinga.com/markets/tech/26…
Update:
Holosun emailed me a pre-paid shipping label.
I put it in a box and shipped it to them.
They never asked any questions and a few days later I got a tracking code for the refurbished unit they were sending me to replace it.
Holosun warranty experience 👍👍
Shot my Holosun SCS Carry this morning when it started raining.
I thought the whole point of an enclosed emitter optic was to keep the water out?
Anyone know how to get the water droplets out or do I have to see if @HolosunJP will cover it under warranty?
Rocket Lab's SDA satellite line is busy 🛰️
8 of 18 Tranche 2 satellites are now on the factory floor, and SDA leaders stopped by to see them.
• Solar panels, star trackers, radios and software all built in-house
• Production is moving while Neutron is delayed
$RKLB
Members of @SemperCitiusSDA's Tranche 2 leadership team were recently at Rocket Lab's California headquarters to see T2TL-Beta in production.
Eight of 18 spacecraft are on the floor right now, in build.
Solar panels, structures, star trackers, reaction wheels, radios, flight software, avionics, launch dispenser — all built in-house.
Proliferated architectures demand production at scale. Rocket Lab is all in on SDA's mission, and the action on our floor proves it. We're proud to be delivering this.
Rocket Lab just added a familiar face 🚀
• Madison Malone, the business journalist who interviewed Peter Beck and the Neutron team, says she's joined Rocket Lab
• She hosted Business with Madison, and before that Markets with Madison at NZ Herald
$RKLB
UPDATE: I’ve joined the team at @RocketLab 🚀
Grateful for the opportunity to contribute to the future of space. Excited to share more about this special company alongside people I admire.
@MoreMorganB @muriellebaker @THEJimmy_Hex @cameronnehrer (& Matt McKinney who isn’t on here).
LFG.
Rocket Lab shipped Neutron's Stage 2 and Thrust Module by barge to Launch Complex 3 at Wallops Island, VA. The Thrust Module goes straight onto the launch mount for fluids and interface tests, and Stage 2 gets its Archimedes engine there. First launch is still 2027. $RKLB
thespacetap.com/rocket-lab-n…
Josh Sharp retweeted
We have completed breakover operations for the Neutron Stage 2 tank assembly, rotating the stage horizontal – a critical step in the handling of large rocket sections for integration and assembly.
Here’s a last look at Stage 2 on the Neutron Factory floor before it’s wrapped up (literally) for barge shipment to LC-3 on Wallops Island where its fluid systems will be tested and its Archimedes vacuum engine installed.
