To The Moon

Getting ready for a potential breakout in $Tesla Motors(TSLA)$  and SPY. Breakout confirmation could be interesting.

$Rocket Lab USA, Inc.(RKLB)$  The market reaction feels overdone. The launch delay was already expected, and so was the drop once the news came out. That said, the setup now looks interesting for a major short squeeze when an actual launch date gets announced. Since they're probably done throwing out speculative dates, the next update could well be the real launch date. I'd rather be holding as many shares as possible into that news, which seems likely within the next 6 months. Not a long wait for a potential double by this time next year.

$Tesla Motors(TSLA)$ People saying this car won't be street legal really don't understand how cars work. Plenty of street-legal cars have a track mode that isn't legal to use on public roads. Tesla could just do something similar with a "Fly over the Tesla Bear Skid Row" mode.

$Tesla Motors(TSLA)$ It has been 9 years since 2017. Do you really think Elon is going to let it fail? Place your bets.

$Rocket Lab USA, Inc.(RKLB)$ Electron rockets have turned into incredibly lean and reliable launch machines. The level of rigor in their design and testing seems unmatched, and that same approach now appears to be carrying over to Neutron. Patience.

$Rocket Lab USA, Inc.(RKLB)$  It hit $49 and the auto buy orders triggered, then $50.42 got hit as well. Not much to look at right now, but there could be another test of $48, and if that happens I'm going all in. I follow the big money, and there's $3 million in premium on $100 calls for March 2027. I can buy and hold for 5 months and it should be an easy double.

$Rocket Lab USA, Inc.(RKLB)$ I share the view of several investors here: we may have seen the worst. Despite all the drama, the outcome isn't nearly as bad as some feared. Sometimes, ripping off the Band-Aid and moving forward is the best approach. The recent update primarily shifts the timeline. It doesn't fundamentally change the revenue opportunity, only when those revenues are realized, which has a modest impact on intrinsic value. Until we get positive launch updates, it's reasonable to apply a slightly more conservative NTM P/S multiple. Personally, I prefer valuing RKLB using normalized forward revenues, even those projected for 2030, and discounting them back to today. There's obviously more uncertainty further out, but that's reflect

$Tesla Motors(TSLA)$  A lot of covering could happen before the Roadster release or a possible merger announcement. Not selling even one share.

The wave of Chinese investors showing up here feels very bullish to me. China seems to recognize that America will own the moon. Companies like $SpaceX(SPCX)$ , $Redwire Corp.(RDW)$ , $Rocket Lab USA, Inc.(RKLB)$  and many others are doing what's needed to learn the lessons, both the hard ones and the easier ones, but all of them incredibly valuable. As for me, I've been in $Intuitive Machines(LUNR)$  for over 3 years, and I'll keep accumulating while waiting for $200+. It's coming.

I don't care if $Rocket Lab USA, Inc.(RKLB)$  gets Neutron ready this year or next year. I'm a shareholder because I believe in what they do. If you're just interested in trading and waiting for a catalyst to make money, feel free to move on and invest in other stocks. Shareholder since $4.00.