• LynWLynW
        ·07-03 15:05
        I find it amusing when SpaceX is lauded as the only rocket launcher to propose re-use of rockets.  RocketLab has been revolutionary - retrieving rocket boosters for re-use and have re-launched Rutherford engines, ensuring economical launches for their customers.  The acquisition of Iridium will put it on equal playing field with SpaceX Starlink.  RocketLab is a more secure bet than SpaceX given Peter Becks strategic management strategies! 

        $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX

        $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
        81Comment
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      • PrimeBluePrimeBlue
        ·06-24
        Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 

        What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

        What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
        1.20KComment
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      • 53000ford53000ford
        ·06-23
        Share your opinion about this news…

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
        3801
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      • 53000ford53000ford
        ·06-23
        AMG

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
        270Comment
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      • LynWLynW
        ·07-03 15:05
        I find it amusing when SpaceX is lauded as the only rocket launcher to propose re-use of rockets.  RocketLab has been revolutionary - retrieving rocket boosters for re-use and have re-launched Rutherford engines, ensuring economical launches for their customers.  The acquisition of Iridium will put it on equal playing field with SpaceX Starlink.  RocketLab is a more secure bet than SpaceX given Peter Becks strategic management strategies! 

        $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX

        $8B Deal: Rocket Lab Takes On Starlink to Rival SpaceX
        81Comment
        Report
      • PrimeBluePrimeBlue
        ·06-24
        Any resultant new infrastructure that is being added from the fresh capital gained through this listing would take at least another 2 years to come on line. At the same time, AI demand continue to scale up exponentially with greater demand on inferencing and greater AI adoption.  The net impact to the market would be that supply would continue to chase after the ever increasing demand for memory, guaranteeing substantial margin to be maintained. 

        What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2

        What SK Hynix's $29 Billion Nasdaq Listing Plan Means For Micron Stock2
        1.20KComment
        Report
      • 53000ford53000ford
        ·06-23
        Share your opinion about this news…

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
        3801
        Report
      • 53000ford53000ford
        ·06-23
        AMG

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?

        Musk Empire Merger Thesis: Sell SpaceX, Buy Tesla?
        270Comment
        Report