$Churchill Capital Corp XI(CCXI)$ $Rocket Lab USA, Inc.(RKLB)$ $AST SpaceMobile, Inc.(ASTS)$ $Oklo Inc.(OKLO)$ $BOOST RUN INC(BRUN)$ The idea behind investing in Agility Robotics through the SPAC CCXI is similar to the pre-SPAC infrastructure opportunities seen with OKLO, RKLB, ASTS, and BRUN. It's about getting in early on companies building core infrastructure for new technological eras, before demand fully materializes and gets priced into the stock. Companies like AST SpaceMobile, Rocket Lab, Oklo, and Agility Robotics operate in different sectors, b
$Rocket Lab USA, Inc.(RKLB)$ RKLB has had a very strong period. Holding within this range could be setting up for $150. The stock can test the range all it wants, but the direction seems clear from here.
$AST SpaceMobile, Inc.(ASTS)$ $Rocket Lab USA, Inc.(RKLB)$ $SpaceX(SPCX)$ $Alphabet(GOOGL)$ The focus seems to be on the J-LEO headline, but the underlying economics might be getting overlooked. To break it down: 1. There's government-backed growth. Japan has committed up to ¥148bn (~US$912m) to support J-LEO. If this is structured through the joint venture, it could help fund satellites and launches, which might reduce AST's future capital needs. 2. The satellites have a dual-use potential. BlueBirds serving Japan orbit globally, not just over the country. This means spare capacity could potentially
$Rocket Lab USA, Inc.(RKLB)$ I don't get why articles, and even some folks here, are viewing the launch delay as a negative thing. From what I understand, it was due to expected high winds. That's a weather issue, and RL was absolutely right to postpone. Did we want them to launch and then lose the rocket and satellite? That shows RL's competence and clear thinking, nothing negative on their part. It's a normal part of launching rockets, something NASA has done countless times. Where is all the negativity coming from? Am I missing something here?