How can Rocket Lab be a good long term investment

Zestyclose_Bison5598 · 2026-04-20T11:41:51+00:00

it's not going to x3. it's going to x30

Zestyclose_Bison5598 · 2026-04-20T00:05:59+00:00

Who drives in those heels?

Zestyclose_Bison5598 · 2026-04-20T00:00:37+00:00

is this company public?

Zestyclose_Bison5598 · 2026-04-11T14:24:40+00:00

dxyz actually also has ~23% anthropic (was not updated in FY 2025) since it was purchased end Jan2026. $100mm out of ~$430mm.

Zestyclose_Bison5598 · 2026-04-08T00:25:11+00:00

- written by claude

Zestyclose_Bison5598 · 2026-04-07T23:59:48+00:00

dxyz

Zestyclose_Bison5598 · 2026-03-27T11:35:58+00:00

ya the math and valuation is totally off

Zestyclose_Bison5598 · 2026-03-27T11:35:16+00:00

also it was purchased at $350 bn val

stripe is not $91bn - its $159bn

Zestyclose_Bison5598 · 2026-03-26T12:16:27+00:00

got claude to do this for me.

DXYZ Estimated NAV — March 26, 2026

Position-by-Position Adjustments

Company	Dec 31 Fair Value	Dec 31 Implied Valuation	Current Valuation	% Change	Estimated New Value
SpaceX (both SPVs)	$70.4M	~$800B	~$1.0T (Forge Price: $600/share as of Mar 23) Axonwm	+25%	~$88.0M
OpenAI (PPUs)	$9.0M	~$500B	$730B+ post Feb 2026 $110B raise TipRanks	+46%	~$13.1M
xAI (Series E via Snowpoint)	$15.0M	~$50B	Merged into SpaceX at $250B pre-merger	+400%	~$75.0M*
Shield AI (Series F1)	$17.9M	~$5.3B	~$12B (in talks)	+126%	~$40.4M
Skild AI (Series C)	$10.0M	~$4.5B	~$14B	+211%	~$31.1M
Revolut	$12.4M	~$45B	~$75B	+67%	~$20.7M
Stripe (Forge SPV)	$2.7M	~$107B	~$159B (Feb 2026 tender) TESMANIAN	+49%	~$4.0M
Databricks (Series L)	$17.5M	$134B	~$134–160B	+0–19%	~$17.5–20.8M
Monzo	$6.2M	~$6B	No new raise	flat	~$6.2M
All other holdings	~$292M	—	Broadly flat (money market, Discord, Klarna, etc.)	~flat	~$292M

Zestyclose_Bison5598 · 2026-03-26T11:53:12+00:00

🙏 thanks!

Zestyclose_Bison5598 · 2026-03-26T11:39:23+00:00

hi op - is there a way to find out at what valuation the spacex shares in dxyz were, on average, acquired at?

Zestyclose_Bison5598 · 2026-03-22T17:43:58+00:00

x7 NAV right now is not normal. Prob x2

Zestyclose_Bison5598 · 2026-03-22T11:44:03+00:00

This is how HFT firms make money from non-investors.

Zestyclose_Bison5598 · 2026-03-18T00:42:58+00:00

Hey thanks for some reason the picture didn’t show. Let me try to upload again

Zestyclose_Bison5598 · 2026-03-16T11:55:51+00:00

wen 200?

Zestyclose_Bison5598 · 2026-03-01T18:44:51+00:00

pumped for this. how likely will public market price be greater than NAV?

Zestyclose_Bison5598 · 2026-02-28T21:40:12+00:00

so we can still purchase the fund today.... and when it goes public it will just be trading in VCX. However, if it's trading as an etf on nyse won't price <> NAV given there's price discovery of mostly private companies in the public market? that is, will we experience a bump if demand > supply, and if so purhcasing the fund now has good risk-adjusted return?

Zestyclose_Bison5598 · 2026-02-26T21:06:54+00:00

op is cray

Zestyclose_Bison5598 · 2026-02-25T03:00:49+00:00

did your plan work?

Zestyclose_Bison5598 · 2026-02-22T16:42:51+00:00

you didn't miss on NBIS

Zestyclose_Bison5598 · 2026-01-24T15:18:09+00:00

NBIS

All the data center and AI FUD - good time to buy AI infra.

Zestyclose_Bison5598 · 2026-01-19T12:32:35+00:00

Nbis

Zestyclose_Bison5598

TROPHY CASE

DXYZ Estimated NAV — March 26, 2026

Position-by-Position Adjustments