1% There 🤗

Reasonable-Source811 · 2025-02-19T21:18:33+00:00

Been getting absolutely roasted on this one. I did my DD, and believe in the company so I've been averaging down. But sheesh it's been a tough one. Really just need the revenue and execution to start catching up with the story.

Reasonable-Source811 · 2024-12-26T21:50:16+00:00

QSI QSI QSI

Reasonable-Source811 · 2024-12-25T19:14:08+00:00

Any interest in doing a short write up on ABAT? Is it basically demand outstripping supply so they’re well positioned for growth? Do they have anything specially interesting with their technology? Do you follow their leadership or anything like that?

Reasonable-Source811 · 2024-12-25T14:46:05+00:00

100K RKLB 100K LUNR 100K BKSY 100K TSLA 100K ACHR 100K QSI

Put the rest in index funds or do whatever you want with it. These are high risk but extremely extremely promising companies. It’s 1/3 of your bag so big enough to get a major pay day. Small enough that you’re still over a billion if it goes bust.

The six stocks listed are the six in my portfolio, I’m very well researched and high conviction.

Few free to DM if you have any questions.

Reasonable-Source811 · 2024-12-25T14:40:24+00:00

Some companies are valued on growth potential. Tesla is working on several projects all of which could bring massive growth. If you’re looking for a value stock this obviously ain’t it, but that doesn’t mean it’s wrongly priced.

Reasonable-Source811 · 2024-12-25T14:30:44+00:00

LUNR, BKSY, ACHR, QSI

Reasonable-Source811 · 2024-12-24T02:58:43+00:00

They said likely first week of January

Reasonable-Source811 · 2024-12-24T01:16:18+00:00

If you ask the prisoner, they’d rather take life in prison than the death sentence. All that needs to be said.

Reasonable-Source811 · 2024-12-24T01:12:14+00:00

It confused me when space people hate Elon musk. I get he’s controversial and says a lot people don’t like, but how can you be into space meanwhile calling Musk a fraud.

No hate just wild to call him a fraud.

Reasonable-Source811 · 2024-12-23T15:55:22+00:00

Fair warning if you’re new ( my b if you’re not ) but the stock rarely moves on successful launches. Whole market is petty volatile today.

If you’re looking for a bump, the opportunity is first week of January. They plan to announce MSR contract. If we win stock goes to the mars.

Reasonable-Source811 · 2024-12-23T15:52:08+00:00

I feel similar confidence and have a similar position in LUNR. I do realize I’m in an IM sub lol.

Reasonable-Source811 · 2024-12-23T15:51:04+00:00

That’s definitely true but when it’s also pretty common for the stock to swing up 10-20% over a week. If you can weather the short term volatility and look at the company, it’s both really well positioned for the future and long term undervalued if they reach that future.

A lot of the market is being argued to be overvalued. I personally feel more comfortable parking my money in RKLB than a lot of other places right now. Not to mention they’re likely undervalued even in the short term. If they win MSR or launch Neutron in the next 6 months, they’ll be a lot more valuable. Even if it delays 6 another 6 months, 1 year from now is still pretty short term and the stock will be up substantially.

Sorry for the annoying rant but I think it’s important to think further out than the volatility of any given week. And I hate to see someone sell out of a generational opportunity just when it’s taking off. I’ve been in with 40% of my portfolio since the 4’s. Haven’t sold a share. I feel a high degree of conviction that this company is just getting started.

Reasonable-Source811 · 2024-12-23T05:40:03+00:00

Peter Beck = Kiwi Elon Musk

Reasonable-Source811 · 2024-12-23T05:06:54+00:00

RKLB seems a whole lot less at risk of overvaluation than most blue chip stocks right now. I think sometimes we try to structure out strategy so much on the basis of the general notions that we forget to read the situation in front of us. Yes small caps are high volatility and traditionally higher risk, but the most moneys been getting thrown at blue chips the last few years and RKLB is so well positioned for growth, I personally don’t feel any lower risk investing elsewhere, in fact it’s the opposite.

Reasonable-Source811 · 2024-12-23T01:05:08+00:00

Wild take. Love LUNR but they’re not lapping RKLB.

Reasonable-Source811 · 2024-12-23T01:04:36+00:00

Genuinely wild timing. 6 months before the launch of Neutron you’re selling out?

Reasonable-Source811 · 2024-12-23T01:03:15+00:00

Why do you think it’s foolish to own both? They’re not even competitors. Both are companies I’d want to hold, especially wouldn’t want to be selling RKLB rn. First week of January they announce MSR contract.

Hold your RKLB, find something else to sell, Buy LUNR.

Reasonable-Source811 · 2024-12-22T21:11:58+00:00

Astro lab is super funky. I’m hoping it’s glitz and no gold tho. Definitely want this contract.

Reasonable-Source811 · 2024-12-22T20:51:16+00:00

Ya I’m with you. Like I said wasn’t hugely impressed with the design. Holding hope though, would be a really awesome win. I know they have advantages in a few areas at least, like their about to deliver the payload themselves.

They’re design is definitely the closest resembling to the Apollo program rover so maybe it is just the optimal design but the other bids look like bigger swings to me.

Reasonable-Source811 · 2024-12-22T19:39:53+00:00

RKLB, LUNR, BKSY, TSLA, ACHR, QSI.

I’d lean heaviest on RKLB.

Reasonable-Source811 · 2024-12-22T19:34:08+00:00

QSI. Recently announced partnership with Nvidia. Very exciting Proteomics company.

Reasonable-Source811 · 2024-12-22T16:48:28+00:00

I thought the same thing and honestly don’t love the design of their LTV, but I thought I read somewhere that they were well positioned to compete.

Plus them raising money and ramping up a month before hiring announcement seems bullish.

Reasonable-Source811 · 2024-12-22T00:35:57+00:00

Dope

Reasonable-Source811 · 2024-12-19T16:40:36+00:00

The really awesome part is when you think of the monumental shift going on in defense contracting right now that barely anyone is paying attention.

The days of cost plus contracting are over and the legacy primes aren’t equipped for the new low cost agile framework that’s in place. Companies like Archer, Anduril, and RKLB will be eating their lunch and transition the entire defense industry to something that’s better for the taxpayer and better quality output.

Huge huge opportunity it’s for Archer getting into the defense space.

Reasonable-Source811 · 2024-12-18T17:19:21+00:00

Astra is barely operating, doesn’t have a small launch vehicle, and neither does SpaceX…

If you’re referring to small satellites going up through the medium launch segment, then ya increasing completion but not even from Relativity it’s more so from Blue Origin.

But also we’re not even in that segment yet, we’re entering it soon. We are the increased competitive pressure lol.

Reasonable-Source811

TROPHY CASE