Investing in asymmetric opportunities with an emphasis on the emerging aerospace sector
Joined August 2026
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Kind breaks my heart a little to know how much regret Mr chips is going to have.
$NBIS
I am almost certainly going to sell $nbis
Why? I want the money, it is 100% up and worth $40k NZ to me. Small compared to $rklb and $tsla.
Nothing to do with the company or current FUD. My only question is actually when?
Earnings are likely 11th Nov potentially 20% move either way. So I likely I will sell tonight, on the market, remove them from my watch list and Love Fate.
Thoughts?
I meant selling $NBIS instead of literally almost any other holding you have. I absolutely agree your philosophy about taking profits and using the money to bring Joy.
Also, I love your fossil hunting. I hope you post about it more.
😢
This was just posted over on Facebook by @GeorgeTakei . #AdAstra Walter - and Pavel 🖖
My heart is heavy. Walter Koenig, our Ensign Pavel Chekov, passed away early today. Walter and I met on the bridge of the Enterprise in the 1960s, and we stayed friends for nearly six decades. When Brad and I married in 2008, Walter stood beside us as our best man. Just last month, on Sept. 14, he turned 90, on the same day Brad and I celebrated our 18th wedding anniversary. I will always treasure that he and I shared that date.
Walter was more than Chekov. He was a writer, a teacher, a thoughtful man, and a loyal friend. To the fans who loved him for so many years, thank you. He loved you too. Rest well, my dear friend. Keep navigating a steady course.
– George
RKLB Person 🎖️ retweeted
People want to protest but fear losing their employer-provided healthcare. If they're arrested in a protest, it could mean job & healthcare loss for themselves and for their family. Not giving Americans affordable universal healthcare makes for a controllable populace.
RKLB Person 🎖️ retweeted
There will be a massive famine crisis next year.
Millions in third world nations will die because of this war.
Fertilizer through Hormuz has dropped to zero.
No fertilizer cargoes crossing the strait in September or October.
Before the war, about 20% of the world’s traded nitrogen fertilizer went through it, Fertilizer Daily reports.
The Gulf also supplies about half of the world’s traded sulfur.
Hear me out: urea isn’t the problem.
China raised its nitrogen exports about 47% and the US about 60%.
By the end of August urea was back to its January price, IFPRI data shows.
Sulfur is the problem.
It has more than doubled, to above $1,000 a tonne, and phosphate is up 25–30%.
You need sulfur to make phosphate fertilizer.
Mosaic has idled two Louisiana plants, and India’s fertilizer subsidy bill could pass 3 trillion rupees, against 1.71 trillion budgeted.
Oil found other ways out of the Gulf.
Sulfur hasn’t.
source: World Visualized
This
$ASTS
The facts are, with or without @blueorigin we don’t have the satellites ready!
It’s not like we’re sitting on 12 done satellites. We literally have 3 done and they ship, the bottleneck is with manufacturing not launch yet….
Few people don’t understand this….Manufacturing is ramping up and that’s all that matters right now! $ASTS
LAUNCH WILL BE THERE! WE NEED TO CONTINUE TO MAKE TEG BLUEBIRDS TO FILL THE ROCKETS 🚀
RKLB Person 🎖️ retweeted
Nick Fuentes wants Democrats to win the midterms so an outsider can take 2028
"We have to hսrt Vance. We have to hսrt Rubio politically in the hopes that in '27, when the primary starts, an outsider will enter the race and be favored for being an outsider."
RKLB Person 🎖️ retweeted
We have cancelled our X subscription for the following main reasons:
First and foremost, we cannot contribute to an organization that apparently places the interests of an adversary above those of the United States.
Second, despite assurances that a paid subscription would extend reach, it appears we've experienced systematic deboosting over the past few months in favor of the platform's political preferences, conduct that violates its own terms of service.
Can’t say I blame him. If you invest in a satellite company, you expect them to be able to make satellites.
$ASTS
Tomorrow I liquidate my entire $ASTS position (what’s left). Put half in $RKLB and half in $SPCX. Then let it cook for twenty years. @scottwisniews @AbelAvellan
Sadly true
$RKLB
RKLB Person 🎖️ retweeted
$ASTS $SPCX Every Elon shill and SpaceX fanboy point out the difference between Starshield and Starlink. That’s the novice take.
Starshield is owned by US DOD including Mission Control, HOWEVER Starshield is operated via a SpaceX satellite operations center via a contractor relationship with the US DOD.
It are SpaceX employees that processed the speed limit in Ukraine via the SpaceX SOC. Elon is their boss and can give those engineers orders as well.
The question is did Elon act unilaterally and break his contract and later tried to fix that with the White House or did the White House give the order.
Regardless Elon and SpaceX are involved one way or the other.
US Secretary of State Marco Rubio said that decisions regarding Ukraine's access to Starlink were up to SpaceX and Elon Musk, not the White House, comments that suggested Musk may have restricted Kyiv's access to the service reut.rs/4yJ7cUM
This
It is a basic principle of American democracy that the government can’t selectively target individuals simply because of their political beliefs or what they say. But that’s exactly what the Trump Administration is doing to Congresswoman Ilhan Omar of Minnesota.
To understand why this is so appalling, it’s important to know the facts. Congresswoman Omar came to this country with her father when she was 12 years old. Five years later, her father became a naturalized citizen. If Ilhan had been 18 at the time, she would have had to apply for citizenship separately. But because she was 17, she became a naturalized citizen automatically.
Congresswoman Omar went on to graduate from college, work as a community organizer, become the first Somali-American legislator elected to public office in the U.S., and win a seat in Congress. There, she has been one of the Trump Administration’s fiercest critics, which has led the president to repeatedly single her out as someone who he believes does not belong in this country.
Now the Administration is actively trying to deport Congresswoman Omar, seemingly based solely on the unsubstantiated theory that she was actually 18 when her father was naturalized, and therefore is not a citizen. Federal agents have raided her home, confiscated personal records, and seized her phone — all to try and uncover a nonexistent smoking gun from 20 years ago that will somehow make their case.
Think about that. The full weight of the federal government is being brought down on a law-abiding elected official because she has dared to criticize the president. And it’s not the first time this has happened. Under President Trump, the Justice Department has repeatedly gone after those he considers his political enemies — from the Attorney General of New York, to the former head of the FBI, to members of the Federal Reserve.
In those cases, the prosecutions either stalled or were dismissed for having no basis in law, and the same is likely to happen in this case. But not before Congresswoman Omar’s life has been turned upside down, her legal bills have piled up, and she’s been forced to spend time fighting unsubstantiated charges instead of serving the people of Minnesota.
The fact that any president, or any administration, is willing to engage in such transparent efforts to intimidate someone should outrage all Americans, regardless of how they feel about Congresswoman Omar’s political views. Because if this becomes the new normal, there’s no reason to believe it will stop with her — or that future presidents, in either party, won’t do the same.