$OUST Ouster is firing on all cylinders! 🔥 "ZED Box 2 Max is built to run generative AI, vision-language-action (VLA) models and multi-sensor fusion directly on the robot, enabling advanced perception and real-time decision-making at the edge." This is absolutely crucial. Robots cannot rely on a cloud connection to make split-second decisions. They have to process everything on board to be truly fast, safe and reliable.

$RKLB I counted 12 Electrons in this new factory clip. I don't think I've ever seen that many on the work floor before! I wonder if there's a small chance we'll see all of them launched this year 👀 That would bring us to 31 launches, which would be insane. Of course, the footage could be a bit older and some of these rockets may have already launched. Either way, it's always fun to see Rocket Lab churning out rockets and working so hard.

What I like about Cowboy Space so far: • The concept and marketing. Who doesn't love the idea of space cowboys and fun names like Big Iron? • The ambition to pursue bold new ideas, like making the rocket's upper stage the satellite itself: a megawatt-class data center with active thermal management and integrated compute. What I don't like: • The concept and marketing. As much as I like the idea, their branding often feels way too gimmicky. It makes me wonder whether they're more focused on selling the vision and looking cool than actually building the technology to make it happen. • Too many PowerPoint slides and renderings, with very little real-world execution to show for it so far. I agree with Rocket Lab CEO Peter Beck on this: "I hate PowerPoints and PowerPoint companies. I'm a strong believer that if I'm going to show a PowerPoint, it's got real hardware in it, not animations and dreams." Overall, I'm glad to see more companies pushing the boundaries of the space industry. I'm cautiously optimistic and hope they can deliver on their ambitions, but I wouldn't be surprised if they struggle to turn their ideas into reality, as so many companies before them have.

$RKLB Rocket Lab's social media team continues to absolutely cook. Please never stop 🔥

$RKLB Imagine selling SpaceX in 2009 because Falcon 9 was three years behind schedule. I believe selling Rocket Lab over Neutron delays will be a mistake of the same magnitude.

$RKLB Neutron hardware on the move 👀 One step closer to launch.

$RKLB Rocket Lab's gonna get Neutron flying successfully in 2027, scale it faster than Falcon 9 and then we'll never hear about the delays again.

It's clear that SpaceX's long-term vision is to move more and more of the terrestrial economy into orbit, turning ground-based infrastructure into orbital assets to put its rapidly growing launch capacity to use. From telecommunications and direct-to-cell connectivity to data centers in space, this could be just the beginning. If that vision becomes reality, $RKLB stands to benefit massively. As more of the economy moves into space, other companies and governments will want to compete, creating enormous opportunities for Rocket Lab. Outside of SpaceX, it's uniquely positioned to provide the launch services, spacecraft components and complete space systems needed to make it happen. I'm excited to see how this develops, but at the same time, I'm glad Rocket Lab isn't betting on just one type of infrastructure, like data centers. Instead, it's making sure it can provide the necessary components and systems for a wide range of applications, whatever the purpose or whoever the customer.

$RKLB Rocket Lab would need to gain ~187% from current levels just to reclaim its all-time high. Interesting to put things in perspective, especially for those who bought at higher prices and are considering averaging down. I bought much lower but I still like these levels to increase my position.

$OUST Even after Friday's 6% gain, I'm still ready to buy more Ouster on Monday. When I first discovered Ouster, I wanted to understand the business before buying. That meant missing a good chunk of the run-up to $60. Now I know the company much better, and getting another shot at these prices feels like a blessing. Only this time, I have 100% conviction.

I don't think Trump will announce any meaningful deals before the midterms. He knows they're probably lost anyway and there's not enough time for any positive news to make a difference. He probably wants to keep some good news in reserve for his 2028 campaign lol

$RKLB Rocket Lab has built one hell of a moat.

$RKLB is in the difficult position of building a company of tomorrow while much of the market still fails to even grasp the business it has today.

$RKLB October has been a rough month for RKLB so far. Luckily, November has historically been its best month, averaging a 24.12% return. (To be fair, November 2024 is doing a lot of the heavy lifting here.) Given how negative sentiment and price action have been lately, I'm confident though November will help keep that average alive with a nice move to the upside.

$OUST Nothing better than hearing customers praise Ouster unprompted :) This time, it's the CEO of Seneca, which builds autonomous firefighting aircraft that fly in small swarms, with AI integrated into both the design process and onboard operations. "We have a wonderful partnership with a LiDAR vendor named Ouster. It's American-made LiDAR. It's not cheap, but it's good quality. I'd call it good value, if not cheap. Ten years ago, if you wanted American-made LiDAR capable of doing what we need for obstacle avoidance, fire targeting, and nighttime operations, that would have been a huge and expensive undertaking, if possible at all. Now, we have a single, great partnership."

$RKLB For me, it's the other way around tbh. The cheaper it gets, the more attractive it becomes.