Reddit Posts
What are your Top ETFs Picks so far this year? Beyond VOO, VT, VXUS?
I'm deciding to sell NASA (tema) etf for tax loss harvesting, since I made around $300 in profit so far in 6 months. Should I do it or no? Needed thoughts.
SpaceX revenue jumps 92% in first earnings report since IPO
SpaceX revenue jumps 92% in first earnings report since IPO
I wish I never invested into LUNR and NASA. been waiting for a few weeks to sell, but ofcouse dip keeps dipping....
Best Way to Diversify Brokerage vs Roth IRA?
Selling $DRAM (up 13% today), evaluating alternatives.
Top ways to invest in innovative companies through ETFs? High risk appetite
Mentions
Are they building a rocket or making pasta? Because if NASA is cooking the carbonara, the sauce alone will cost $4.1 billion, launch three years late, and arrive overcooked. Stick to a $2 box of spaghetti much better payload-to-cost ratio.
For conversation sake, what if NASA was a public company in the 60's and we were talking the space race, not AI.
The Chinese are doing that whole take off and land vertically again thing now. Remember when SpaceX did that for the first time? Remember when NASA kind of sucked and SpaceX helped them suck less? I agree, SpaceX should go down to $64 and stay there for a year so I can buy the ever loving fuck out of it. I love engineers doing cool shit. Take my money.
> If they’ve blown up the Saudi east west pipeline and it’s not quickly repairable, a major oil producer is partially offline. They have, it's confirmed. You can see for yourself on NASA's FIRMS website. They didn't just take out one pump station either, they lit the whole thing up for like a 50 mile section. This shit ain't getting fixed over the weekend. > Fill up your gas tanks. I bought two EV's. I'm in it for the win.
NASA fire satellites confirm multiple fires on the Saudi east west pipeline https://www.reddit.com/r/oil/s/RQyQCdePRL
[NASA | LANCE | FIRMS](https://firms.modaps.eosdis.nasa.gov/map/#d:24hrs;@40.317,23.959,11.774z)
PL was also started by former NASA employees..
Ok, I forgot about a lot of his dumb shit, like the Cave pedophile thing. But I also think people like that are megalomaniacs and are on display. Think of all the fully retarded shit you say and post every day. What if you were the richest, most talked about human on earth Seriously, give yourself unlimited money, power, and influence. No worry that you would get fired or banned or ostracized. How stupid could you get? Just look at what celebrities, politicians do and think they can get away with. And these are people that have handlers. Musk clearly has no such thing. He posts the first thing that comes to his (sometimes drug addled) mind. What I look at it is net effect. Like him or not, he single handedly has done more to move humanity off of fossil fuels. I challenge anyone to dispute this with a straight face. By making EVs cool, he has done more for the environemnt that every influence, politicans, greenpeace activist, etc. on the face of the planet. Combined. He took on big oil and the auto industry and pretty much won. He made it cool to have an EV. I don't know how old you are, but before Musk, EVs were a fucking joke that look like turds and went 0-60 in 3 minutes. He literally pushed the whole planet, including China, to think of EVs as something that could be a true transportation device. Should we talk about space? Seriously. It took NASA, using the entire resources of the government and the brian power of every rocket engineer, 100s of billions to launch someone into space. According to their own audit agency, it costs them $4.5 Billion every time they launch a rocket. SpaceX launches one every few days for $80 million and the cost is dropping. Who knows what will come over the next 20 years from exploring space. Neuralink? C'mon. Imagine being a quadriplegic and finally being able to "use" a mouse. If the cost of transitioning 100s of millions of gas burning cars to electric and exploring space is some fucking retarded tweets, I'll make that trade every fking time. There are plenty of other billionaires that are megalomaniacs and offer us nothing. Oh, I guess, maybe next day delivery or being able to "like" posts.
How about NASA? space IS up
I’m not saying the United States can legally plant a flag on the Moon and suddenly make it the 51st state—the Outer Space Treaty explicitly prohibits national appropriation of the Moon. I’m saying that if humanity is going to establish a permanent presence there, **America has an extraordinary historical and practical claim to leadership**. Every one of the 12 humans who has actually walked on the Moon was American, and virtually all of the Apollo lunar astronauts came from the military test-pilot/aviation world, with geologist Harrison Schmitt being the major exception. America demonstrated something nobody else has: sending humans to the lunar surface repeatedly and bringing them home alive. And we’re doing it again. Artemis II already sent Americans around the Moon in 2026, and NASA is building toward a sustained lunar presence and a crewed landing beginning with Artemis IV.
The message is dd 16 juli In the meantime there are many fakcons send too space. Last week a titan launche for nasa Well payed with the newest en greatest telescoop. The burners two landde perfect seperatly on two diverend bases. The telescoop is named ‘THE ROMAN’ telescoop a milestone voor NASA and especially for Space X the riliable partner for NASA Everything went Well.
I started Armageddon too late, I'm not finishing this I forgot how extremely incompetent NASA is portrayed in this, it's like they're just grinding through the worst work week of their life like "Ugh. An asteroid. FUCK! Anyone have any ideas??"
Around the IPO what happened was the price of NASA declined to about the level of NAV. Basically the premium to NAV eroded. That can't really happen with DXYZ because it's already trading slightly below the official NAV. It's a completely different situation because NASA was trading at like 2X NAV.
The Blue Origin contract win from NASA seriously put a damper on things. Ludicrous deal laundering for BO because of bezos - they have absolutely 0 heritage in putting things in space. Only 2 successful orbit launches with the last 2 failing, while RKLB has nearly 100 successful launches with 0% failure in 2025
All you clowns buying this junk are regarded. Remember NASA? Exact same set up.
As an avid syfy nut and a firm believer in the space industry being the future of the market I can rationalize your position. When we make it to space and we have crews living, working, and exploring on Starships (Star Trek style) food replicators and synthesizers will be a must have. While I believe that the product Beyond Meat currently produces is toxic and cancerous I am adept enough to realize that it is the precursor to outerspace food synthesization. I think I'm gonna pass on this investment and hold my money for the company that produces the synthesizer though. In the meantime I'll settle for the space ETF's; MARS, NASA, UFO...
Just curious on opinions since some of you mentioned Space and Quantum. Rank QTUM vs. NASA (or another space etf) over the next, say 12 years…
i am not talking about the anchor ticker though. I am talking about NASA, in the case of SPCX and DXYZ in the case of OpenAI.
People didn't learn from SPCX didn't they? All these little tickers that are thriving because of "exposure to OpenAI" are going to plummet at IPO. I am talking about DXYZ. Why? Because their moat ends that day when everyone gets exposure to OpenAI. Did you not learn your lessons from NASA a few months back?
# RKLB lost their big NASA Mars contract to Bezos LMAO🤌
And from our things can't get worse bureau, NASA announced they awarded the Mars Orbiter to Blue Origin and not RKLB whom their blowhard CEO claimed they had it all pretty much locked up... RKLB bloodbath tomorrow
Yea gotta wait still NASA missions to go up
I trust this guy at NASA about as much as I trust kash patel at the FBI or hegseth at the DOD.
Cited information, such as a link discussing how [NASA Chief Admins are also pushing for orbital data centers](https://www.benzinga.com/markets/tech/26/08/61453795/nasa-chief-jared-isaacman-wants-data-centers-in-space-as-ai-devours-electricity-says-us-should-tap-free-fusion-reactor-to-win-ai-race).
NASA BREAKING NEWS: Watch Live the new Mars mission with the new Neutron engine, fueled 100% by 10y yield nitro boost.
>He doesn’t give a fuck about space and his predictions are a joke. Bezos has spent $28 billion of his own money on Blue Origin. He is at *least* as knowledgeable about space as Elon. He stepped down as CEO of Amazon to focus primarily on Blue Origin. Elon still runs multiple companies and tweets dozens of times per day. SpaceX has some amazing engineers. Elon is not one of them. New Glenn and Starship appear to be competing to see which will be the bigger failure, and SpaceX clearly has more achievements under their belt, but Blue Origin is gaining ground overall. Bezos has no plans for space-based data centers, so he is free to tell the truth. Elon has to lie about data centers and moon mining to keep his dickriders pumping the stock. >Rocket science is beyond him and Blue Origin hasn’t achieved anything meaningful compared to SpaceX. Blue Origin has key NASA contracts including $3.4 billion for the Artemis V Human Landing System. Starship is a major reason why Artemis has fallen years behind. Blue Origin also has delays (and massive explosions) of course. >Mining space will happen faster than you think because of the demand, the business opportunities and humanoid robots. A "business opportunity" would entail some resource that was only available on the moon, or that was cheaper to get from the moon than on Earth. There is zero demand for minerals that cost 1,000x what they would if mined from Earth. Optimus robots are remote controlled puppets. The latency to the moon is over a second, so that isn't an option. There's more to space mining than being able to walk. Humanoid robots on the moon would have to be hardened against radiation storms, and resistant to moon dust, for example. They would also have to be nearly fully autonomous with hands as dexterous as a human, which is likely 20 years out. >Space datacenters are gonna start before 2030. There is already a 1 GPU demo datacenter in orbit, technically. Watch the video I linked if you think it can be done at scale by 2030 (or even 2035).
Anyone else DCA the NASA etf for the next 10 years
Not to mention the possibility that the government contracts dry up after Trump is out of office. It makes more sense for NASA to use their technology.
Adblock has changed my Youtube viewing experience No more Liberty Bibberty No more "This air conditioning unit built by a NASA scientist can cool a room in thirty seconds and Amazon is trying to ban it" commercials I'm free 🥹
I mean… you didn’t take any lessons from your losses on LULU, NOW, IBM, ORCL, ALAB, AAPL, NASA and USO. And you went full regard into the IREN earnings. You took a step back and did a post mortem of your trades but still on copium that it will bounce back. See you on Monday.
FYI, If I wanted to create a 2026-style chart, I would add NASA to it.
INFQ renews contract with NASA!!
Bagholding NVDA is somehow offsetting me bagholding RKLB, NASA, LUNR, RDDT, and GLW.
The Federal Reserve, the U.S. Senate, the Department of Justice, NASA and other federal agencies were victims of computer intrusion by a Chinese state-sponsored hacking group, the DOJ said as it announced the seizure of internet domains used for hacking platforms.
# US says Chinese hackers broke into Justice Department, NASA, Federal Reserve, Senate Bro what is this timeline
Could be on to something. Solar panels in space can generate roughly 4-10x more power than comparable systems on Earth. AND suitable orbits can provide near continuous sunlight rather than the inconsistency we’re used to with weather and seasonal changes 👀 Is your preferred Space X exposure with the stock directly or through a Nasdaq-100 ETF? Source: NASA Glenn Research Center. “*Re-Evaluating Satellite Solar Power Systems for Earth*.” 4th World Conference on Photovoltaic Energy Conversion, 2006.
Right so what is the rate at which the earth is falling towards the sun? And then please explain why NASA estimates that earth is moving away from the sun at a rate between 1.5 and 15 cm per year. Which is literally the opposite of what you said
NASA’s portion of ISS can reject 70kw of heat and its radiators way seven metric tonnes
First will be when Sam Altman runs out of other people's money, because every new customer increases their losses. Then whoever is holding all the white-elephant data centers who amortized 3-year-life chips over 20 years will be left with nothing for those chips to do. Fiber in the dot-com bubble is still as useful today as it was when it was bought, these chips won't be worth anything after 20 years of chip development. This puts Nvidia in a Lucent position, and they'll have to severely cut prices on the consumer side (they'll shift from data centers to flood the consumer market just to try to survive the fallout). Anthropic is in a similar position, but facing the enterprise/business side, they lose money subsidizing every new customer like Uber did. With Gemini and Microsoft using DeepSeek, there won't be much room for them to pay $1.25B/month for Grok's collosal idle compute. (The only time they actually came close to profit was the 2/3 quarter with xAI discount). Tesla is only profitable because they sold so much inventory to SpaceX, Starlink is bringing in enough money to continue Falcon, but Starship is so far behind it's incapable of anything close to the plans (see Will Lockett's analysis of where they need to be now), so different leadership at NASA could cut off their guvmint checks. Without Anthropic's rental commitment, there's no money coming in for unused compute.
only a little each week of NASA ETF which has some.
Are you crazy? From: the guy holding 30k in NASA etf calls
I had no idea NASA was a ticker lmao
I'd call RDDT the biggest piece of dog shit, but I also own RKLB, LUNR, and NASA.
I've got a ton of NASA leaps out to Apr. 2027. I just have this odd feeling 🥭 is going to fuck that part of the market again.
Having the NASA guy that rode nazi coat tails to his current position prob isn’t the strongest position. Where did that first pic come from? Can’t believe that but don’t believe much that goes on between the cat fight these days
Well NASA does know a thing or two about Nazis
With the extra $, start with 50% for savings, like a Money Market (Fidelity, SPAXX is at 3.31%) its like a HYSA but better, IMO. Then open a Roth IRA (its free and will be tax free after your 59.5 age) put 25% into VOO, 15% into QQQM, 5% QTUM ETF, and 5% into whatever stock your need to scratch that gambling itch. Once you get your savings to 3-6 months expenses, whatever your comfortable with, increase VOO, this should be your core. At your age I would do VOO at 50%, QQQM to 30%, QTUM ETF 10%, and the last 10% at whatever stock or ETF, I like NASA ETF. Also, use AI, Claude is your best friend when it comes to this stuff, remember you get out what you put in, better info you feed it the better it gives!
Hyperloop was his idea not his project. Autonomous cars are a reality. I drove several already. Ignoring them doesn’t make them go away. He delivered electric cars. There’s a good chance we still wouldn’t have EV’s or most like would have some BS like hydrogin without Elon. We’d certainly not have reusable first stage rockets and billions in savings at NASA. We would’t even have access to the ISS without SpaceX. Starlink is revolutionary, did he not deliver that? It’s funny. You’re accusing me of “Daddy” Elon cult, but he lives rent free in your head, not mine.
Yeah I read the NASA report. I'm sure you better retard
Know exactly what happened. They couldn't even get the report and had to use NASA. Craft literally smelled its own fart before it died
Another day, another reason why NASA is the best thing in the US
RKLB, SMR, NASA and LUNR add up to about $5,047, which is over a third of the account. Selling NASA on its own barely changes that, since the space theme is still where most of your losses are sitting. The $300 of gains against the $1,054 of losses in those other names is fine to harvest, you just have to stay out of NASA for 30 days if you want to claim them. You've already said you don't love NASA or LUNR. Would you actually let the space exposure shrink, or does the urge to add another name back show up pretty fast? I'd probably let VOO and VXUS carry more of the weight and treat the space names as the smaller part.
I fully appreciate what a con man he is, and so did the feds, until he was claiming he'd pay people to register and vote for his fellow grifter, and all his problems went away. I fully appreciate he thinks he's untouchable, because he's gotten away with buying his way out of trouble. And that he likes to call people entitled and lazy despite being born into enough money that it's virtually *impossible* not to make more if you have an IQ over room temperature. Hence "the first million is the hardest." If you continue to defund agencies like NASA, it becomes cheaper short term to outsource, but then just like this, some nazi dipshit has a monopoly and can siphon more and more. All we have to do is fund NASA properly, we get the benefits of publicly funded advancements that can't be patented or licensed. Until enough of the country wakes from this fever dream causing some of them to trust and follow the most dishonest and dishonorable person they could round up, getting them to realize we don't have to piss all this money away on offensive wars or gestapo and palace building, we can fund numerous things for a tiny fraction of it.
NASA found a way to turn that brown into liquid. If they can drink it, you can, too.
INFQ calls. Earnings release tomorrow after hours. Their quantum sensors can detect mineral deposits without the initial exploratory drilling. Plus they’ve got federal contracts and a Letter of Intent from Department of Commerce for CHIPS R&D funding. Plus federal government contracts with NASA and DARPA/DOD.
\> I've lost conviction on NASA and LUNR specifically Then sell them. It's just gravy to be able to also take a tax loss.
you can thank the space shuttle for that....fucking thing was atrociously expensive and ate up a vast amount of NASA's budget. They weren't doing jack shit other than shooting that expensive piece of shit into space for like 40 years....now that they have that lost 40 years behind us, the real space exploration can begin. The space shuttle being retired was the start of this space race.
1. SpaceX launches 200-350 Starlink satellites into orbit per month. If there's an unfixable issue with the hardware, they would just let it drop out of orbit and burn up in the atmosphere like how they decommission starlink satellites. 2. Closed liquid cooling is already a thing and cooling in space is not an unsolved problem. ([NASA](https://www.nasa.gov/smallsat-institute/sst-soa/thermal-control/)) 3. Current Satellite to Satellite data transfer is 600Gbps ([3x 200Gbps lasers](https://www.datacenterdynamics.com/en/news/spacex-developing-laser-to-connect-starlink-satellites-with-third-party-satellites/)) with the gen3 satellites equipped with lasers with speeds an order of magnitude faster.
Nobody thought reusable rockets would never work, they were testing that shit in the USSR. SpaceX itself is basically just following up on the work of NASA.
**SpaceX**: * Private companies cannot build reliable orbital rockets. * Reusable liquid-fuel booster rockets are a physics and economic fantasy. **SpaceX success:** SpaceX completely upended global aerospace economics. The Falcon 9 became the most frequently launched operational rocket in history, routine vertical landings became standard, and NASA now relies heavily on SpaceX to transport astronauts to the International Space Station. **Tesla**: * Electric vehicles are inherently slow, ugly golf carts with zero consumer demand. * High-volume automated car manufacturing will crush the company. **Tesla Success:** The Tesla Model Y went on to become the bestselling vehicle of any kind globally. Tesla achieved sustained profitability, forced every legacy global automaker to pivot to electrification, and built the world's most ubiquitous fast-charging infrastructure. **Neuralink**: * High-density, flexible electrode threads cannot be safely or reliably implanted into a living brain. * Robosurgery cannot safely stitch microscopic threads into moving brain tissue. **Neuralink Success:** Neuralink received FDA approval for human clinical trials. The company successfully implanted its N1 device into human patients, allowing paralyzed individuals to control computer cursors, play video games, and operate digital devices using only their thoughts. **Boring Company:** * Tunnelling is too slow and prohibitively expensive to ever scale. * The tunnels are just "Teslas in a ditch" and will not solve traffic congestion. **Boring Company Success:** The Boring Company proved the engineering viability of its fast-digging Prufrock machines. The Las Vegas Convention Center Loop successfully opened to the public, moving tens of thousands of passengers per day during major conventions and securing further expansion contracts across the city.
1 no, NASA is not replacing burned-out chips under load or main boards damaged by space debris. They can replace parts that are designed to have easy access. Good luck replacing a solar panel or peeling away cooling panels to get at stuff. 2 cooling, just as solar panels, will require so much surface that the whole thing will have to be enormous, which just exposes it to more potential for damage and more expense sending up and building out the structure. Sun's energy, as Elon likes to say, is nearly infinite, but you need a HUGE surface to capture it 3 latency isn't very important. data throughput will be. AI is only as useful as its output, and a good output requires massive input, storage, and processing. even if it's used exclusively for training, the trained model will need to be downloaded somehow. considering the NEED for data validation, especially for a non-physically conductive medium (latest thought has been laser), the energy cost and time to transmit will be huge.
Bill Gates said electric vehicles were impossible… Private rockets were impossible to do at a cost lower than NASA… The Earth is the center of the universe… Luudddites 😏
\> No it isn't NASA has been doing it for decades now. Hard but not impossible. Also super expensive, and storage isnt known for longevity
\> Fixing broken parts is impossible when hardware is miles above the Earth. No it isn't NASA has been doing it for decades now. Hard but not impossible. \> Cooling down servers is very hard without air or water to absorb heat. Yes, this is the engineering hurdle. There are lots of actual solutions to the heat transfer issue. It is just figuring out which is the most economically viable and if that is economically viable enough. \> Sending data back and forth causes massive delays compared to fiber cables. Latency only matters for certain use cases. For something like model training it doesn't matter in the slightest. I am skeptical if we see this in 5 years. It might happen. It is definitely physically possible. It really does just come down to them testing if they can do it at some scale where it makes economic sense and that actually is just a big maybe at this point. No one knows, because no one has tried.
Yep. The price of an error, in combinationatoric terms, is exponential with the number of chained events that need to go right all at once to prevent disaster. Any horse gambler knows this: predicting a chain of events all ahead of time is worth much more money than all of them singly with no extra penalty for a zero outcome. Let's say that the error rate of a typical software engineer, before chatGPT and friends, for just an arbitrary PR, was (averaged however you want to weigh experience and topic) 25% for a non-critical error, 10% for a critical error that existing tests don't find, and 75% for a critical error that tests find. (The remaining are false positives and false negatives). Choose which step of this process you'd like to replace with a chatbot. Imagine that any single one or two (error) steps gets more likely to happen, all else being equal. Even if there's only one point of failure that gets worse, if it's dropped into an existing chain that needs to work with, say, maximum \alpha probability of being incorrect, (unless all of the modified steps are new steps) it will make the failure rate exponentially worse. In simpler terms, going from a 20% failure rate to a 25% failure rate (under the advice of an AI engine) will be much much worse than expected. Put this on any critical system (for instance, a part in a NASA build) and forget about reliability altogether.
Thinking of playing NASA calls for RKLB and ASTS earnings. No clue if they will both drill though. Don’t think there will be any in between.
Puts on NASA. None of these space companies turn a profit and they had a very green week last week.
Depends on your risk tolerance of course. Personally, I also have thematic ETFs, but my tolerance and sanity only allows for an 80/20 split. My personal portfolio at the moment is: 80% XEQT; 20% Thematic ETFs - with the hope that one (or more) will reach exit velocity. The 20% is a wide range: AIQ, CIBR, WQTM, DRAM, DISK, LYTE, EUV, HUMN, NASA. But I try to keep it 20% understanding that the same swing one way can go to the other way if the market turns.
Well i guess the NASA moon videos on TikTok mean nothing lol gov money about to explode the space sector with a 2027 deadline
NASA has literally always worked with private companies… private companies built nearly every piece of hardware that put humans on the moon.
You do realize the reason space launch became commerciallized was due to NASA’s lack of cost control? When they had all the budget they needed? Same thing with Arianespace.
I think the government should stop cutting funding to NASA more and more every year while requiring them to use private companies to build their components anyway. The cost gap exists entirely due to the backwards brain damaged requirements we have for them, and people use that to say “see government space thingy bad and expensive” despite the fact that the SLS is built by Aerojet Rocketdyne, Boeing, Northrop Grumman, and ULA. We give pennies to NASA, causing NASA to fall behind on schedules, causing us to see NASA as useless and incompetent, causing further defunding, causing more penny pinching, rinse and repeat. We demonstrated as a country that we could go from a president simply saying “we will go to the moon” to our feet on the moon in less than a decade with NASA. We demonstrated as a country that we could build the largest space station ever constructed with NASA pretty well. I’m not saying “grrr why u no pay Blue Origin”, I’m saying that we, as a country, should not be putting all of our eggs in one basket. Companies have 0 reason to prioritize one country, we’re “fixing” our dependency on foreign launch vehicles by transferring it to a company instead, we shouldn’t be handing the keys to things like astroid harvesting, space colonization, and advancement of humankind to a company with 0 real reason to prioritize us as a country. “B-but NASA is more expensive” because of policy and corruption within the government, not because the engineers are any less competent, nor because the contractors building their equipment are less competent. SpaceX should never have been needed in the first place.
Look man, I don’t even check tickers anymore since I’m a poor and I’ve been out of the game for over 2 years. But, if TSLA is still stupid high, and CVNA isn’t back down to <$30 since it’s clearly an accounting/ subprime car loan scam company with no real value except having a shitload of cars, then SPCX is easy. It will fluctuate, but overall, it will just rise and rise and rise. The reason is the same reason PLTR is on a constant, never ending mooning spree. All the CEO billionaires need to say like Elon is look, Lake Mead is dried up, many parts of the World are getting so hot, soon we won’t be able to live on this planet anymore, and it will never stop warming because Russia will keep pumping coal and gas and oil fumes as much as they can, to heat up the arctic enough so they have a whole entire Northern coastline of warm-water ports. So SPCX, easy, $1,000 by November 2028, it’s literally GUARANTEED people. Elon’s reusable rockets ain’t going anywhere since NASA uses them, everyone uses them, they’re like Intel and our AI companies, they’re a national security resource like food security. And as our World becomes uninhabitable, surprise surprise, SpaceX and Musk will be the leading company to get us to Mars to start to terraform that biznitch. But this is not financial advice. This is just what I would do if I had $100k, full port into SPCX long dated calls. And I’m an uber driver. So if even I can see it, any genius like Michael Burry is for sure buying long dated calls on SPCX, too.
NASA? or a leveraged EFT? Most of my portfolios are telecom.
My bet was based on three catalyst… SpaceX lockup didn’t tank the stock ✅ Successful ASTS launch✅ If investors like what RKLB says on earnings my plan might just work! 130 NASA $30 calls 11/20 $32.10 break even
NASA. ESA. CSNA. JAXA. All of them exist outside of anything to do with spacex. The whole thing is built off the hype of Elon but that can't sustain a business.
> Viewing launch and Starlink as separate businesses where launch is just a "lemonade stand You misunderstood, I wasn’t calling the launch side the lemonade stand, I was calling both launch and starlink combined a lemonade stand compared to the AI valuation. There is just not enough money in the potential market to fund a multi trillion dollar valuation. It’s easy to forget when trillion dollar companies are becoming so normalised that a trillion dollars is a ***lot*** of money, in order to hit the claimed trillion dollar revenues by 2030 and assuming they managed to gain a billion customers (households all over the world, even in rich countries you don’t need more than 1 internet subscription per household) they’d need to be billing each of them $1000 a year. Good luck getting $1000 a year from your average Somalian family, but that’s what would be required to approach trillion dollar revenue numbers. Good luck even getting 100 million people to pay that for even “just” $100 billion revenue. > To think Nasa And the DOD wont Increase their budgets significantly is a bit naive in my opinion. Doesn’t matter, there’s not enough money there realistically to justify a trillion dollar valuation. SpaceX are not going to be receiving multiple % points of all US government spending which is what they’d require. NASA is currently 0.3% of US federal spending for context. You also seem to be confusing stock price movements with endorsements of the quality of the company, a falling stock price and a “don’t buy” recommendation don’t mean it’s a bad company, just an overvalued one.
Burry must be short NASA.
Elon's day will come. I really think he's actually running a Ponzi scheme by continuing an endless pump, and is actually under a ton of pressure from lenders. These ridiculous prices mean he's had access to unreasonable lending amounts for a while, and he doesn't seem like the type to have treated that reasonably. For all the talk, hype, and fighting, all Elon has put on the table is 3 aging EV cars, one EV truck that is so laughably ugly that most people wouldn't be caught dead in one, and a rocket that can put satellites in orbit. None of these are things that were impossible to figure out before, we just decided as a society it wasn't that important (defunded NASA). Tesla took off when EV's took off, it helped but it also benefitted by the natural path of technology in the world. He's promised Mars, the Moon, robots, self driving vehicles, self-driving semi trucks, a tunnel system for fast transit, a solar panel revolution, a mind-computer interface, now space data centers, asteroid mining, and some unspecified gains that Grok, the fifth tier AI whose dev team he completely fired, is supposed to represent. He's not a genius, he's P.T. Barnum.
FuCk NASA and DRAM
This year is 2050. NASA has established permanant base in Mars, bringing humanity a multiplanetary species. SPY is trading at 772
All I’m saying is that spcx ruined everything. It has to go down to where it belongs but it’s gate keeping and stopping the momentum of every space stock and NASA. Also NDX is suffering too because fucking elmo is slowing the momentum upwards making it lag behind spy.
Member when WSB was totally fine with a >100 price to sales ratio of Rocket Lab? Let’s face it, people have double standards because it’s affiliated with Musk as a person. Though I think the valuation is sky high, I believe it’s more about having key technology nobody else has (including NASA).
SpaceX is a very cool company, much in the same way that NASA, to me, is very cool, and important. But I would never in a million years invest in NASA; it does not generate money and it is not supposed to generate money.
In that theoretical future there's no money for lots of things, not just NASA.
Once everyone is out of a job and governments have to spend their entire GDP in UBI, there won’t be much money left for NASA except trillionaires wanting to send their cars to space.
it will not be clear to a naked eye, but with telescopes, etc. it can be seen from Earth. Not sure if NASA, etc. will stream it live..
It may or may not be a scam, the problem is for fusion to be viable we need solutions that simply do not require the capital investment that plants model on ITER will require. That is a dead end in my mind. You don't need a sustained reaction to make viable fusion based systems. All you need to do is to recover a surplus of electrical energy to power the next shot and feed the load. There are many ideas proposed and many researched to accomplish direct electrical recovery. If this organization can make progress, and demonstrate a reliable machine, then people will be knocking at their door. The problem I have is that what they are doing has not been communicated well, That could mean a scam or it could be that as a research organization, they are not focused on the public. In any event the problem I have is that to be viable we need more compact reactors. Reactors that normal financial markets can support. NASA interest is for the ultimate in compactness but all we really need is reasonable compactness that allows support of heavy mobile solutions. That would be airplanes, ships, large construction machines, maybe even small enough for tractor trailers.
It's simple SpaceX went public. Look at how many Congress people are buying SpaceX. Now remember who doles out the DoD and NASA contracts.
Maybe I am talking out of my ass since it was a brief while ago but wasn't that just a first batch of contracts out of a big money pool and they were snubbed because they already received their portion of contracts (for now) and NASA wants a broader number of contractors instead of a few favourites? Didn't look like a company sinking type of a deal to me at the time when I looked at the numbers. The capital raise was waaaaaaaaay worse tbh, all of these companies did it, likely because they could predict what's coming but LUNR had one of the two biggest raises in the sector at the time IIRC, the other one being probably being Planet Labs.
I don't think it has anything to do with SPCX. They are simply making the best most reliable and cheapest lift vehicles ever seen. NASA would be working with them regardless of who is in Washington. Elon is just this generations HH and he unfortunately supports the crazy assholes...
No, the premise of space isn't getting to mars, it's offloading communications to satellites. NASA's own prediction is 500K satellites in orbit by 2050(currently sitting at like 30K). Someone is going to have to build them and launch them.
don't be so sure. That NASA etf is gonna go down with SPCX. and the CRWG is leveraged so it decays overtime. Unless we get a significant bull run in CRWV soon
Raise your hand if you got rekt on the NASA ETF
It's trading near 100x revenue. Starship can only deliver half the payload #lon promised when he won the NASA contract to build it Elon wants to mine an astroid and I have seen don't look up.
By far he wasn't the first to bring EVs to market, but he made them look flashy enough to not crash and burn. Same for the space industry. It's not just something you pull off because you were first. Reusable rockets were considered either not worth it or impossible by every other player back then, be it NASA or Roscosmos.
I’m so far under water on my NASA shares lmao wtf
paper hands on LUNR at 12 bucks, been holding since it was like 8 and i'm just numb at this point. NASA etf is a meme but at least you got VOO and MSFT doing heavy lifting there that RKLB cost basis is rough tho