@GhostOfLaszloJ GhostOfLaszloJamf
GhostOfLaszloJamf posts on X about $rklb, rklb, $clov, lab the most. They currently have [---] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -44%
- [--] Month [-------] +36%
Mentions: [--] #
- [--] Month [---] +62%
Followers: [---] #
- [--] Week [---] +3.30%
- [--] Month [---] +24%
CreatorRank: [---------] #
Social Influence
Social category influence finance 47% stocks 16% countries 6% technology brands 3% cryptocurrencies 3% financial services 2% exchanges 1% social networks 1%
Social topic influence $rklb #48, rklb 16%, $clov 8%, lab 8%, growth 7%, ai 6%, health 5%, more than 5%, insurance 5%, investment 4%
Top accounts mentioned or mentioned by @gykiwi03 @spaceinvestord @counterparthlth @rocketlab @cloverhealth @nz482648 @rklbkevinjames @jpugh13 @rklbman @poopoopeeperpoo @franciscospace5 @pnrusty @andrewtoy @spacanpanman @chimpcapital @xbc9stazj @coinbureau @jinseongeo83473 @nooneish4601 @rapallainvests
Top assets mentioned Rocket Lab USA, Inc. Common Stock (RKLB) Alphabet Inc Class A (GOOGL) Bank of New York Mellon Corp (BK) SoundHound AI, Inc. Class A Common Stock (SOUN)
Top Social Posts
Top posts by engagements in the last [--] hours
"Counterpart Health registered in the state of Oklahoma in July as States began developing their RHTP proposals. Unlike Alabama where theyve been hiring PSMs regional directors and other roles Oklahoma hasnt seen any activity yet. The Gulf region has been their focus for what is a likely Humana-Counterpart initial regional deal before nationwide expansion in the coming months/years. Also unlike Kentucky where Humana is headquartered making business registration necessary in that state for the likely Humana-Counterpart deal. Now we know why they registered in Oklahoma. The RHTP. The above shows"
X Link 2026-02-08T02:22Z [---] followers, [----] engagements
"@ClovThe @ALSTOCKTRADES $CLOV Imagine not knowing how to read a 10Q. 🤣 Not once not twice but thrice they state they have the funds for their regulatory and operating requirements for at least the next [--] months from cash cash equivalents operating cash flow and investments. At least November 2026"
X Link 2026-02-06T04:09Z [---] followers, [----] engagements
"@SpaceInvestor_D Been holding a position in LUNR since the crash after IM-1 tipped over. Was kicking myself for not selling everything at $24 before IM-2 tipped over as well. I rotated a lot of it into RKLB at $15 in April. But patience with the rest has paid off. I like the CEO"
X Link 2026-02-06T21:07Z [---] followers, [---] engagements
"$RKLB Hyperscalers planning $600B in CapEx in [----] alone. Meanwhile in France they plan to lead the world in science and AI with their $30M investment with some of that earmarked for climate action. Watch out Murica Macron is gunning for ya. 😂 BREAKING: Frances President Macron says the country has invested more than [--] million in AI through France [----]. Nvidia alone makes $360 million in revenue per day. https://t.co/i0PjK6VNq1 BREAKING: Frances President Macron says the country has invested more than [--] million in AI through France [----]. Nvidia alone makes $360 million in revenue per day."
X Link 2026-02-07T04:06Z [---] followers, [----] engagements
"$RKLB If youre wondering why every single high beta name dropped so hard this week before Friday this is it. Biggest shorting on record on US single stocks. Generally speaking when shorting gets this heavy a rapid turnaround is in order. There it is: this week saw the biggest shorting on record (GS prime) You know what that means https://t.co/ulMlX5miLX There it is: this week saw the biggest shorting on record (GS prime) You know what that means https://t.co/ulMlX5miLX"
X Link 2026-02-07T04:11Z [---] followers, [----] engagements
"$RKLB ScottO FUD-spreading again on Rocket Lab weekly the valid rumour that multiple Archimedes engines have exploded in testing because of a reported small electrical fire back in November. And Rocket Lab is keeping it all secret. Someone must have sold again. 😂"
X Link 2026-02-07T22:24Z [---] followers, [----] engagements
"@nz482648 Its on their latest video. Fire department visited for a grass fire caused by an electrical box fire in Nov. Nothing in the fire department report about an engine explosion but apparently there are now valid rumours that multiple engine explosions have occurred. 😂"
X Link 2026-02-07T23:52Z [---] followers, [---] engagements
"@NoOneISH4601 @RapallaInvests AI now I wonder if Counterpart Assistant could be an AI-enabled end to end clinical operating system for Value-based Care Oh gee thats exactly what it is. Do better. If youre gonna post rubbish at least make it interesting. 🤣"
X Link 2026-02-08T03:43Z [---] followers, [--] engagements
"Replacing the roof shows damage was more than hearsay If an engine actually exploded it would do more than just blow the roof off. Thats a small little structure. An engine exploding would take out the entire thing. There was a small electrical box fire the fire report literally says that and nothing at all about an explosion. Was the fire department lying 🤣 Yall are so funny. https://twitter.com/i/web/status/2020686631184077171 https://twitter.com/i/web/status/2020686631184077171"
X Link 2026-02-09T02:30Z [---] followers, [--] engagements
"@poopoopeeperpoo @scotto2050 Damage What damage We saw the roof replaced. We didnt see anything else in those photos. If an engine actually exploded it would take out more than the roof. 🤣 See ya dork"
X Link 2026-02-09T02:32Z [---] followers, [--] engagements
"@Gykiwi03 SPB accidentally letting it slip that Mynaric acquisition is finalized 👀"
X Link 2026-02-10T05:28Z [---] followers, [----] engagements
"@Gykiwi03 My opinion too. They always seem to save something big for earnings to the consternation of us all. 😅"
X Link 2026-02-10T05:44Z [---] followers, [---] engagements
"Personally I only invest in companies with a [--] year+ investment thesis and generally look farther out to [--] years+. It doesnt really matter to me how the market values a company today. I look at how the company approaches growth Is it sustainable long term Organic or Inorganic If growth through acquisitions are the acquisitions are natural fit and has the company shown an ability to grow and scale those acquisitions. I look at the sector and what the future looks like for it. Is it a sector of the future Is growth here now In [--] years Or a still a decade or more out And then fundamentals like"
X Link 2026-02-12T03:01Z [---] followers, [---] engagements
"@FranciscoSpace5 We likely need to see Engine qualification turn green first. Hopefully that happens by Q4 earnings"
X Link 2026-02-12T05:30Z [---] followers, [---] engagements
"@Mr_Derivatives And CPI printed significantly cooler than expected. Seems pretty obvious this would be the reaction to it"
X Link 2026-02-13T16:22Z [---] followers, [---] engagements
"@jaysyoon Exactly. All of them including Michael Burry went from AI bubble to AI will destroy software. Just bears who missed the entire run up from April lows and now desperate to catch up"
X Link 2026-02-13T17:49Z [---] followers, [---] engagements
"@SpaceInvestor_D The 13Fs are for Q4 filings. AE has been selling in Q1. We shall find out who was buying those shares in April when Q1 filings come out. My guess would be that [----] guidance will lead to Institutional buying"
X Link 2026-02-13T16:41Z [---] followers, [---] engagements
"@PNRusty @FranciscoSpace5 Escapade being on time and on budget with such a short timeline and low budget should guarantee this goes to Rocket Lab but ya never know what happens with BO lobbying whining and complaining if they dont get it"
X Link 2026-02-13T16:49Z [---] followers, [--] engagements
"$RKLB Lets see Rocket Lab get the Mynaric acquisition over the finish line and start scaling up production for the massive opportunities already starting to appear in this space. Send us your feedback for the future #PWSA airborne optical communication terminals RFI to help inform resilient space-to-air optical links for the #PWSA. Responses are due by Feb. [--] [----]. Details here: https://t.co/InEpcXKwE1 #SemperCitius #Space #Industry #USSF https://t.co/7YfZgnmtQJ Send us your feedback for the future #PWSA airborne optical communication terminals RFI to help inform resilient space-to-air"
X Link 2026-02-12T02:23Z [---] followers, [----] engagements
"$RKLB This is why Eric Schmidt took over Relativity. Because he sees the opportunity in Space over the next decade. Space is where fortunes shall be made from [----] onwards. We need data centers in space Former Google CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant is [---] gigawatts you see the problem https://t.co/Q25hTLcvvD We need data centers in space Former Google CEO Eric Schmidt: Were running out of electricity. I testified in congress we need [--] gigawatts more power the average nuclear power plant"
X Link 2026-02-14T18:32Z [---] followers, [----] engagements
"@muriellebaker Thank you for clarifying. Much appreciated 🙏🏻"
X Link 2025-10-26T22:44Z [---] followers, [----] engagements
"$RKLB And there we have it. Clarification. 🙏🏻 @GhostOfLaszloJ Not true. No active plans for a launch site in Scotland. @GhostOfLaszloJ Not true. No active plans for a launch site in Scotland"
X Link 2025-10-26T22:44Z [---] followers, 11.6K engagements
"$CLOV Given both Andrew and Peter have guided for strong Adjusted EBITDA growth in [----] and Peter has said in Q&A that up to 50% of Stock-based Comp is off the books its pretty much guaranteed they shall be GAAP net income profitable in [----]. The question is by how much. There is a lot of excitement with $CLOV right now due to the growth prospects of their SaaS subsidiary @counterparthlth. However do not discount the MA side of the business either. They have significant tailwinds heading into [----] and GAAP profitability is within reach (easily There is a lot of excitement with $CLOV right now"
X Link 2025-10-27T21:09Z [---] followers, [----] engagements
"$CLOV Clover Health disclosed Artificial Intelligence as a specific lobbying issue for the first time in Q3. Andrew Toy also testified to Congress on AI in HC in Q3. And this all follows S.1399 the Health Tech Investment Act a bill allowing AI tools to be reimbursed for by CMS"
X Link 2025-10-28T02:49Z [---] followers, [----] engagements
"Its quite obvious Clover is lobbying for AI tools to be given support from the government to speed adoption in the healthcare ecosystem as well as for the above bill and CMS reimbursing for AI tools being used in Medicare. The opportunity with Counterpart is absolutely immense"
X Link 2025-10-28T02:52Z [---] followers, [---] engagements
"@beavinvests Exactly. Just look at the gross margin improvements over time into the margins we saw this past quarter and they arent finished yet. This company has been extremely efficient and effective with Cap-ex and Scaling. Id bet on them over Blue Origin every day of the week"
X Link 2025-10-29T01:45Z [---] followers, [---] engagements
"$RKLB Mizuho just filed a 13F for this massive call position opened in Q3. Japan loves @RocketLab"
X Link 2025-10-29T22:52Z [---] followers, [----] engagements
"Wanted to share the new @counterparthlth + @CloverHealth white paper with you Mark. This is in high area deprivation index neighborhoods. Diagnosis rates were 75% higher for diabetes; 89% higher for CKD; 89% higher for CHF; and 70% higher for COPD. https://investors.cloverhealth.com/news-releases/news-release-details/primary-care-physician-use-counterpart-assistant-ca-technology @GhostOfLaszloJ @CloverHealth @andrewtoy @counterparthlth This is like breathing. Everyone will do it"
X Link 2025-10-30T21:11Z [---] followers, [---] engagements
"$RKLB Baillie Gifford & Co upped their position by [----] million shares in Q3. A 176% increase in shares held. Thats [----] million shares bought since starting their initial position in Q2"
X Link 2025-10-31T22:27Z [---] followers, [----] engagements
"@GunShow_Trader @ChelseaClinton I shared this with others but she was on a publicly traded health insurance company board that depends on the government for revenue while just a week ago writing an op-Ed trashing Trump/this current admin. She was a cancer for this company in DC. https://www.usatoday.com/story/opinion/voices/2025/10/23/trump-east-wing-white-house-chelsea-clinton/86854489007/ https://www.usatoday.com/story/opinion/voices/2025/10/23/trump-east-wing-white-house-chelsea-clinton/86854489007/"
X Link 2025-11-01T20:20Z [---] followers, [----] engagements
"@mcuban 👀 New opening on the Board of @CloverHealth for someone motivated to change the Healthcare/health insurance industry for the better. Bring better clinical outcomes + lower cost of care with the adoption of @counterparthlth across the USA https://investors.cloverhealth.com/news-releases/news-release-details/clover-health-announces-chelsea-clinton-step-down-board https://investors.cloverhealth.com/news-releases/news-release-details/clover-health-announces-chelsea-clinton-step-down-board"
X Link 2025-11-01T23:38Z [---] followers, [---] engagements
"@Gykiwi03 Not to mention Peter and Frank over in Germany meeting the Bavarian Minister of State a month ago. This is a done deal the only question is when everything is finalized over the next several weeks"
X Link 2025-11-02T18:53Z [---] followers, [--] engagements
"$RKLB And this is exactly what Peter Beck and Frank Klein were in Germany for a month visiting the Bavarian Minister of State and likely Mynaric as well. Its not a coincidence Mynaric has gone on a hiring spree to start scaling up since that visit. Done dealio. 💯 Ignore the FUD Mynaric are full on job advertising. JVF-HOLDING are not an aerospace company. Scaling up 🚀 https://t.co/7wRqP26KBU Mynaric are full on job advertising. JVF-HOLDING are not an aerospace company. Scaling up 🚀 https://t.co/7wRqP26KBU"
X Link 2025-11-02T19:50Z [---] followers, [----] engagements
"Meant in Germany a month ago not for a month. 😂"
X Link 2025-11-02T19:59Z [---] followers, [---] engagements
"$RKLB Institutional investors bought heavy in Q3. After B&G disclosed their over [--] million share Q3 purchase on Friday. Bank of New York Mellon Corp filed for an increase of [------] shares in Q3 and Federated Hermes for an increase of [------] shares"
X Link 2025-11-03T17:02Z [---] followers, [----] engagements
"$RKLB @RocketLab absolutely smashed Q3 earnings out of the park. Laughing pretty hard at all the fake bulls who have been spamming bearish for the past week. Embarrassing behaviour. You know who you are 😂 https://investors.rocketlabcorp.com/static-files/f2e2847c-5660-4b81-8bf7-709f61289898 https://investors.rocketlabcorp.com/static-files/f2e2847c-5660-4b81-8bf7-709f61289898"
X Link 2025-11-10T21:18Z [---] followers, [----] engagements
"$RKLB This. So many dorks completely ignored all the signs pointing at a double beat massive revenue growth impressive margin growth and backlog growth. Instead they chose to mislead people that it was going to be a bad quarter with bad guidance. Embarrassing 😂 $RKLB WiLL gO bAcK tO $40 wHeN nEuTrOn GeTz DeLaYeD oN eArNiNgs. Neutron delayed til Q1 stock up 8%. A lot of bulls showed their true colours this week https://t.co/SA80jVOsqU $RKLB WiLL gO bAcK tO $40 wHeN nEuTrOn GeTz DeLaYeD oN eArNiNgs. Neutron delayed til Q1 stock up 8%. A lot of bulls showed their true colours this week"
X Link 2025-11-10T21:27Z [---] followers, [----] engagements
"$RKLB All the focus on the a couple more Electron launches this year language and FUD spreading about how it meant they wouldnt hit [--] launches. Dont listen people trying to convince you to sell because they sold and want to buy back lower. That is always a gamble"
X Link 2025-11-10T21:48Z [---] followers, [---] engagements
"$RKLB @RocketLab datacenter constellation coming to LEO sooner than you think. 🤷🏻♂🫢 $RKLB 👂 We are quietly and methodically amassing all of the strategic elements we need to deploy things at scale - neutron is an important element of that - low cost access to space is where you start - look at the space systems growth - at this stage I dont think theres https://t.co/NinhmA7Hh0 $RKLB 👂 We are quietly and methodically amassing all of the strategic elements we need to deploy things at scale - neutron is an important element of that - low cost access to space is where you start - look at the"
X Link 2025-11-10T23:24Z [---] followers, [----] engagements
"$RKLB this is wrong on Satellite manufacturing. He said for many other people its high single digit low double digit gross margins but for Rocket Lab they are able to be in the 25-35% gross margin range because of their vertical integration. Rocket Lab CFO says he sees Electron having gross margins being 45-50% with Neutron aspiring for that long term. Space systems gross margins can be as low as 30% with solar panels or up to 70% - with average being 50% gross margin. With overall satellite builds being high Rocket Lab CFO says he sees Electron having gross margins being 45-50% with Neutron"
X Link 2025-11-11T02:45Z [---] followers, [----] engagements
"But I was told $RKLB was going to $30 by the Im not a bear but earnings is going to be bad crowd. What happened 🤷🏻♂😂 $RKLB: ☕Rocket Lab Price Target Upgrades This Morning Deutsche Bank $45 ➡ $55 Cantor $54 ➡ $72 Stifel $65 ➡ $75 Roth Capital $60 ➡ $75 https://t.co/69Yfy3hQnd $RKLB: ☕Rocket Lab Price Target Upgrades This Morning Deutsche Bank $45 ➡ $55 Cantor $54 ➡ $72 Stifel $65 ➡ $75 Roth Capital $60 ➡ $75 https://t.co/69Yfy3hQnd"
X Link 2025-11-11T15:40Z [---] followers, [----] engagements
"@Stan_Fr31 Were around 1% off all-time highs for the SPX entering a large rate cutting cycle with an administration somewhat obsessed with stock market performance and midterm elections in [--] months. And you think we may already be in bear market territory"
X Link 2025-11-11T17:44Z [---] followers, [---] engagements
"@GunShow_Trader @VivekGaripalli @andrewtoy Bro lets not exaggerate here. Andrew Toy became CEO of Clover Health on January 1st [----] with the share price of the company at $0.93 and the company losing money like crazy due to ACO Reach. While hes been CEO the share price is now at $2.55 and was as high as $4.87"
X Link 2025-11-12T01:54Z [---] followers, [---] engagements
"$RKLB Rocket Lab just crossed [---] million shares institutionally held with [---] holders. Geode just filed their 13F showing a [----] million share increase in Q3. Meanwhile retail panics before earnings and claims the end is near. 🧐"
X Link 2025-11-12T15:56Z [---] followers, 13.9K engagements
"$RKLB and thats [-----] million shares now. 🫢 $RKLB Rocket Lab just crossed [---] million shares institutionally held with [---] holders. Geode just filed their 13F showing a [----] million share increase in Q3. Meanwhile retail panics before earnings and claims the end is near. 🧐 https://t.co/qSwLZ8FpGq $RKLB Rocket Lab just crossed [---] million shares institutionally held with [---] holders. Geode just filed their 13F showing a [----] million share increase in Q3. Meanwhile retail panics before earnings and claims the end is near. 🧐 https://t.co/qSwLZ8FpGq"
X Link 2025-11-12T17:14Z [---] followers, [----] engagements
"$RKLB And this is why delaying a few months to get it right is irrelevant. First launch successfully reach orbit soft splashdown. Second launch deploy payload + landing booster. If that happens sometime in [----] for Neutron I shall be ecstatic as an investor. BOOSTER TOUCHDOWN New Glenn returns to its blue origin. BOOSTER TOUCHDOWN New Glenn returns to its blue origin"
X Link 2025-11-13T21:12Z [---] followers, [----] engagements
"@vinceisbullish @Peter_J_Beck Hes not. They arent going to try. They are aiming for a soft splashdown in the ocean on launch [--] and if it goes okay a landing for launch 2"
X Link 2025-11-13T21:15Z [---] followers, [---] engagements
"@_AlbertAlan @CloverHealth Youre a good man Al. Thank you for taking the time to write this. 🙏🏻"
X Link 2025-11-14T03:17Z [---] followers, [---] engagements
"💯 Affordable science missions are exactly why @NASA and @rookisaacman should revive Mars Sample Return and have @RocketLab handle it at a significantly reduced cost and a much quicker timeline starting with their Mars Telecommunications Orbiter in 2027-28. @ThomasenaTheCat @blueorigin @JeffBezos @davill @NASA @RocketLab 💯.I got caught up in the moment of the landing. Great work to the @RocketLab team for building 'blue' and 'gold'. The more frequent and affordable missions for science and discovery the better @ThomasenaTheCat @blueorigin @JeffBezos @davill @NASA @RocketLab 💯.I got caught"
X Link 2025-11-14T03:51Z [---] followers, [----] engagements
"$SOUN Price T Rowe just filed their Q3 13F. They increased their position 2100% in Q3 or [----] million shares. Institutional shares held have gone from just over [--] million to over [---] million shares in the past [--] quarters. Big money is betting big on Soundhound"
X Link 2025-11-14T17:24Z [---] followers, [----] engagements
"$RKLB The path forward should be clear. So many assume Rocket Lab will be looking to get into the Satellite Telecom market. But Peter Beck pointedly stated to a question about spectrum that they havent decided on Comms vs Infrastructure yet for a constellation. This is why. Data centers in space will be the last and largest industry ever. We see a path to putting [---] gigawatts per year of solar powered AI satellites into orbit. And having this be actually the lowest cost rate to power and operate AI at a very large scale. For reference the U.S. https://t.co/AN0dIjq8pe Data centers in space"
X Link 2025-11-14T22:49Z [---] followers, [---] engagements
"$RKLB This. Rocket Lab (with the caveat that they must continue to execute) is a generational opportunity because of vertical integration and that end to end aspect. The Mynaric & Geost acquisitions & what they bring in-house for the future hasnt even begun to be priced in The market undervalues what End to end means. $rklb Give it time. Theyll understand. The market undervalues what End to end means. $rklb Give it time. Theyll understand"
X Link 2025-11-17T00:04Z [---] followers, 10.3K engagements
"@ValueInIdeas Id say Q2 [----] for Neutrons debut launch. And you could add Mars Telecommunications Orbiter Contract award for [----] as another hope to see for Rocket Lab"
X Link 2025-11-17T03:48Z [---] followers, [---] engagements
"@nz482648 @beavinvests This. Exactly. I think people also forget that analyst estimates for [----] revenue at the start of year were in the $520-$560M range. Rocket Lab just guided for $592-602M revenue for the year. From midpoint to midpoint thats $540M to $597M. Thats over 10% upwards"
X Link 2025-11-17T23:56Z [---] followers, [--] engagements
"@RealMattMoney @Courage_wins People are also neglecting the stage of company w/ ONDS. Im sitting on a small position from a much lower price because over 5-10 years it could be another RKLB. RKLB spent [--] years at a mostly sub-$5B MC while its rev grew from $62M to $436M. ONDS is at $36M rev & $4.5B MC"
X Link 2026-01-05T19:24Z [---] followers, [---] engagements
"@RealMattMoney @Courage_wins It took $RKLB [--] years with an 88% CAGR from $35M rev to $436M rev before the breakout from $2-5B MC to $15B+ MC late 2024/early [----]. I think people tend to forget this with these sub-$50M rev companies. They could see a few years of basing b4 seeing any big jump in MC from here"
X Link 2026-01-05T19:47Z [---] followers, [---] engagements
"@Gykiwi03 @RKLB_KevinJames Yep. I find it pretty amusing when people suggest Rocket Lab is gonna have trouble finding customers for Neutron post-first successful launch because they havent signed a whole bunch up at steep discounts pre-debut like the joke that is Relativity 😂"
X Link 2026-01-10T19:12Z [---] followers, [--] engagements
"$CLOV 1) Adj SG&A has risen 13.5% YoY in [----] while insurance revenue has risen 38.6%. FY is expected to be 17% Insurance revenue is guaranteed to rise at least 60% in [----]. Lets say adj SG&A also rises more than last year +18% in [----]. That drops it down to 12.7% for FY. 👀"
X Link 2026-01-15T03:18Z [---] followers, [----] engagements
"$CLOV Now what does this all mean $1.885B ins revenue in FY25 +60% =$3.02B in [--] MCR = 82% worst case scenario = $2.475B [--] $325M Adjusted SG&A in FY25 +18% =$383.5M [--] Stock-based comp= $60M [--] = $100M EBITDA = $80M GAAP net income in very base case from insurance alone"
X Link 2026-01-15T03:26Z [---] followers, [---] engagements
"@LivingITMoney @DeItaone Yeah. 4%+ GDP growth looks a lot like stagflation 🤣"
X Link 2026-01-20T01:08Z [---] followers, [--] engagements
"@J_Pugh_13 @VivekGaripalli @HealthcareAIGuy @andrewtoy @counterparthlth @CloverHealth $HUM 🤝 $CLOV"
X Link 2026-01-21T19:47Z [---] followers, [----] engagements
"$RKLB Baillie Gifford & Co filed their 13Fs for Q4 today. Increased their holdings in RKLB by [-----] million shares up to [-----] million shares"
X Link 2026-01-23T21:11Z [---] followers, [----] engagements
"@RKLBMan @Gykiwi03 @SpaceInvestor_D Yep. It and ASTS are the only other space companies Im in. I wish I had built a bigger position down low in $PL. Alas my focus was on RKLB and others"
X Link 2026-01-23T22:20Z [---] followers, [--] engagements
"$RKLB Unpopular or just uninformed They already are making the big structural components in one place with their new AFP machine. All future Neutrons will be manufactured in the US. Its already begun. $RKLB unpopular opinion: they would need to start making big structural components like this in one place if they hope to match SpaceX's efficiency and cost. $RKLB unpopular opinion: they would need to start making big structural components like this in one place if they hope to match SpaceX's efficiency and cost"
X Link 2026-01-24T18:30Z [---] followers, [----] engagements
"@yourherofraser The $RDW pump by former $RKLB bulls turned bears has been the funniest thing ever. That companys management is super sketchy imo"
X Link 2026-01-26T20:41Z [---] followers, [----] engagements
"@topsecretstocks Management trying to pump the stock price. Funny part is that RDW was selected for this program weeks ago. 😅"
X Link 2026-01-27T15:41Z [---] followers, [---] engagements
"@spacanpanman This is why the Fed is almost always late. Truflation uses real time data. The Feds data on housing especially has a significant structural lag. Truflation uses current asking rents. CPI rents peak 9-15 months after market rent actually peaks. 🤦🏻♂And housing is 30-35% of CPI"
X Link 2026-01-27T17:07Z [---] followers, [--] engagements
"@acemoney21 @spacanpanman It uses current market rents. Whereas Fed uses backwards surveys on rents only done every [--] months. And signed leases instead of new market rents. They lag Truflation by 9-15 months. This is why they always react too late"
X Link 2026-01-27T17:09Z [---] followers, [--] engagements
"@RKLBMan They saw AST pump when they PRd their selection and decided they should pump their share price too 🤣 I dont recall Rocket Lab even announcing they had been selected for the program a couple months ago. They treated it like another day at the office lol"
X Link 2026-01-27T22:06Z [---] followers, [----] engagements
"@AlbertAlan This is what Counterparts Blaine Lindsey posted he was giddy about for a reason. The CLOV trolls can have their fun for a little while longer. Tick tock"
X Link 2026-01-29T05:27Z [---] followers, [---] engagements
"$RKLB York promoting their IPO and using footage of @rocketlab Electron launching at the 0:30 second mark. 👀 Today York begins its next chapter as a public company listed on the @NYSE. We enter the public markets with real capability on orbit proven performance at scale and a clear focus on continued execution. Stay tuned for more updates throughout the day. https://t.co/yI4WTo7lI6 Today York begins its next chapter as a public company listed on the @NYSE. We enter the public markets with real capability on orbit proven performance at scale and a clear focus on continued execution. Stay"
X Link 2026-01-29T16:46Z [---] followers, [----] engagements
"$CLOV @counterparthlth 🤝 @Humana Chris Cecil Director Quality & Risk Adjustment Humana for Alabama Mississippi Tennessee Louisiana liked Blaine Lindseys Counterpart post yesterday. Counterpart has been hiring PSMs in [--] of those [--] states. Louisiana next. Tick tock. 🚀"
X Link 2026-01-29T16:55Z [---] followers, [----] engagements
"$RKLB Vanguard filed their 13Fs today reporting a [---] million share increase in their RKLB position"
X Link 2026-01-29T20:15Z [---] followers, 45.8K engagements
"$CLOV This was shared with me this afternoon. A comprehensive list of LinkedIn connections between Humanas new President of Medicare Advantage (and in the future the entire Insurance Segment) Aaron Martin and Clover+Counterpart executives and managers. All appearing in [----] 👀"
X Link 2026-01-29T20:50Z [---] followers, [----] engagements
"@OGTrada @RKLBMan Even worse is that they acquired another AEI company which should mean they had superior insight into Edges finances revenues backlog etc. But after the acquisition they had to cut revenue guidance twice this year and completely suspend EBITDA guidance. 🤣"
X Link 2026-01-29T23:35Z [---] followers, [--] engagements
"@johhnyWalkerAZ South Dakota looks dope. Or Montana. Or Idaho"
X Link 2026-01-30T02:05Z [---] followers, [--] engagements
"$RKLB When the technical chart reading dorks step out of their lane and try to pretend theyre experts on politics. Dude called me delusional for telling him exactly what is happening in the end. Those polymarket odds though shutdown was guaranteed. 🤣🤣"
X Link 2026-01-30T02:30Z [---] followers, [----] engagements
"@RapallaInvests @J_Pugh_13 @TmarketL @BillAckman @CloverHealth"
X Link 2026-01-30T02:57Z [---] followers, [--] engagements
"@Chimp_Capital Its more nuanced than that. He doesnt believe in QE but absolutely believes in low interest rates. He thinks the Fed shouldnt be an automatic market bailout money printer. Basically rate cuts for economic growth and QT for the Feds credibility"
X Link 2026-01-30T17:13Z [---] followers, [---] engagements
"@PNRusty Theyre all lying. Warsh is far more like Greenspan than any other former Fed Chief. Greenspan was also considered a hawk yet somehow he oversaw the 90s tech bull market. Watch believes in low rates but also reducing the Fed balance sheet to restore credibility"
X Link 2026-01-30T20:21Z [---] followers, [---] engagements
"@PNRusty Which 100% promotes economic growth which in turn promotes earnings growth. Especially when combined with tax cuts & deregulation business environment from Trump admin. He wants the equities market to earn its rise not be buoyed there by the quantitative easing money printer"
X Link 2026-01-30T20:24Z [---] followers, [--] engagements
"@Mr_Derivatives Pops back over [----] briefly drops to [----] then up over [----] by midterms. This admin will do everything it can to have everyones 401K pumped to the max by November. Book it. People are forgetting the tax cuts deregulation stimulus checks and further tariff 🌮 🌮 🌮"
X Link 2026-01-31T20:24Z [---] followers, [---] engagements
"@xbc9stazj @thexcapitalist @coinbureau Ive said this before too. Some of these guys are basically making shit up. Not to mention being against massive QE doesnt mean hawkish. Hes been pro-rate cuts for a while now. Said Fed was too slow raising and now too slow lowering. Hes right"
X Link 2026-01-31T23:36Z [---] followers, [---] engagements
"@xbc9stazj @oguzerkan @coinbureau Hes a lot more like Greenspan than most realize. Low rates high GDP growth. Combined with tax cuts productivity gains deregulation and stimulus (tax refunds + trump accounts + tariff checks) QE isnt needed in this environment. Earnings growth fuels the market"
X Link 2026-01-31T23:39Z [---] followers, [---] engagements
"@xbc9stazj @oguzerkan @coinbureau Nah. A tighter Fed balance sheet doesnt do that at all. May cause some jitters but one just has to look at the mid-to-late 90s tech run when Greenspan was Fed Chair. Weve had high rates and QT (albeit slowing) for a few years. M2 still rising and markets soaring"
X Link 2026-01-31T23:45Z [---] followers, [--] engagements
"@Chimp_Capital Youre also right a lot. So fair play. Well see a nice big correction at some point in H1. But generally speaking it doesnt usually happen when everyone is calling for it to happen. [--] days ago people were calling for silver to $150 and gold to $7000 in a couple weeks 🤷🏻♂"
X Link 2026-02-01T18:17Z [---] followers, [--] engagements
"@SpaceInvestor_D @FranciscoSpace5 Geost under RKLB is next-gen sensors to a T which is why they are so deeply involved in PWSA tracking layer"
X Link 2026-02-02T21:13Z [---] followers, [---] engagements
"@LancePellerin @J_Pugh_13 Whats your lawyers opinion on the case"
X Link 2026-02-03T21:36Z [---] followers, [--] engagements
"$RKLB The PR campaign for Neutron number [--] on the pad ready to launch has begun. Tick tock. Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we employed for Electron now one of the most frequently launched https://t.co/4QAFTvPti2 Introducing a disruptive new launch capability requires more than just building a new rocket. We're looking well beyond Neutron's first launch to scale production and launch cadence quickly. It's a strategy we"
X Link 2026-02-03T22:07Z [---] followers, [----] engagements
"@Chimp_Capital Great call on $PLTR bro. 😅"
X Link 2026-02-03T22:48Z [---] followers, [---] engagements
"@SpaceInvestor_D Nice. Its been years since I last played on an outdoor rink"
X Link 2026-02-04T00:14Z [---] followers, [---] engagements
"@LancePellerin @J_Pugh_13 It seems possible that CMS could concede the medication adherence measure is flawed and agree to recalc. Its also possible that if CMS argues against that specific Clover claim that the judge rules against CMS for the incoherency of their metric with improving health outcomes"
X Link 2026-02-04T03:57Z [---] followers, [--] engagements
"@RKLB_KevinJames I would push back against this. 2.5-3% inflation is nowhere near high inflation. The canonical cases of stagflation in the US and UK in the 70s had 10-15% inflation levels. CPI is also a lagging metric. Truflation has now dropped to around 1%"
X Link 2026-02-05T16:11Z [---] followers, [--] engagements
"@RKLB_KevinJames I dont personally see it. Stagflation has also generally meant slow GDP growth and GDP growth is significantly accelerating to almost 5% with Productivity also up near 5%. We shall see I suppose"
X Link 2026-02-05T16:45Z [---] followers, [--] engagements
"@RKLB_KevinJames That can be true but productivity growth alongside gdp growth is generally considered disinflationary"
X Link 2026-02-05T16:52Z [---] followers, [--] engagements
"@spacanpanman @ShortsHoward CPIs housing measures lag 6-9 months which is part of they messed up so badly in being late hiking rates to deal with post-COVID inflation and why they are damaging the jobs market right now by babbling inflation thats already mostly disappeared"
X Link 2026-02-05T17:03Z [---] followers, [--] engagements
"$RKLB This. All of it. The stock market is NOT crashing. The S&P is down less than 2%. Your portfolio sinking means you have exposure to higher volatility assets. These assets provide the potential high growth but also hold more downside risk as we are seeing. If you want mega growth you have to https://t.co/4iwOaKKpjh The stock market is NOT crashing. The S&P is down less than 2%. Your portfolio sinking means you have exposure to higher volatility assets. These assets provide the potential high growth but also hold more downside risk as we are seeing. If you want mega growth you have to"
X Link 2026-02-05T20:13Z [---] followers, [---] engagements
"@DeepValueBagger @Its__MRC @AlvaroMysterio Why What matter is they achieve their $3.4B ARR by end of [----]. Along the way its kind of irrelevant how it ramps over a couple quarters if you are holding this long term. The end of year ARR and new deals are what matters for this investment"
X Link 2026-02-06T01:18Z [---] followers, [--] engagements
"@daveginvesting Mea culpa. Looks like I jinxed your request. 🤦🏻♂"
X Link 2026-02-06T17:41Z [---] followers, [--] engagements
"$IREN UBS Group Ag reported starting a [---] million share call position in Q4. 👀"
X Link 2026-01-30T01:58Z [---] followers, [---] engagements
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