It’s now or never, America. Step up. This is a race we don’t want to lose.

In the meantime… #XPEV is probably a good humanoid play…

#AMZN needs to widely deploy Agility’s Digit robot in all its warehouses.

#META needs to invest more heavily in Habitat 3.0.

We also need more and cheaper rare earth magnets + more and cheaper sensors + more compute capacity to accelerate humanoid deployments. Looking at you, White House.

Time to step it up, America.

#TSLA doing its part with Optimus. #NVDA seems heavily invested with Project GR00T. But we need more.

#AAPL needs to acquire 1X or Boston Dynamics and go all-in with home robots.

#MSFT + OpenAI need to absorb Figure and fuse their robot with ChatGPT or Copilot.

China is lapping the U.S. in the humanoid robotics race. I don’t think they have inherently better tech or talent. They just have: 1) all their big tech firms going all-in, 2) ample access to cheap resources, allowing for faster development + production, and 3) tons of govt support.

The Everything Else Economy continues to struggle. The AI Economy continues to thrive.

The capital rotation we saw yesterday in markets -- #AIQ down 1%, #DJI up 1% -- won’t last.

2.) Americans are anxious about both affordability and job security, with a recent Harris Poll showing 55% of those employed are worried about losing their jobs.

1.) More Americans are falling behind on their car payments. The share of subprime borrowers at least 60 days past due rose to 6.65% in October, the highest in data going back to 1994.

So let’s model it out:
- 2025e revs = $35B
- 2030e revs = $157B
- 2030e operating profits = $55B
- Assume 13% taxes / 1.6B shares
- 2030e EPS = $30

A simple 20X multiple on that implies a $600 price target, more than 2X current price

She didn’t say buy the dip. But she may as well have…

Ocean-recovery barge is targeting Flight #2 service next year.

Soon enough -- by 2026/27 -- RKLB will be flying both Neutron and Electron on a regular basis. Flight cadence will spike. Revenues will spike. Profits will spike. So will the stock.

Bullish here.

Pad activation is complete at Launch Complex 3; the plan is to roll Neutron to the pad in Q1 next year, with the first launch "thereafter." They’re holding schedule lightly to finish qualification/acceptance testing to their standard (goal: reach orbit on the first try).

Meanwhile, Neutron is ready to ramp.

Mgmt said they’ve flown 16 missions YTD and expect #17 "in the next few days," setting a new annual record beyond 2024. They also signed 17 dedicated launches in Q3 alone and now have 49 Electron launches in backlog, with notable international wins (ESA/JAXA + customers in Japan, Korea, Europe).

Net net: Nebius is still positioned as a primary beneficiary of the AI capex supercycle through providing excess AI cloud compute capacity to several of the biggest players in this space.

Short-term weakness is a long-term opportunity, imo.

- Geographic spread (UK/Israel/US, Finland) with pre-sold sites lowers go-live risk and accelerates payback once GPUs land.

- Vertical integration + software differentiation (Aether + Token Factory) should defend margins vs. commodity GPU landlords and expands mix into higher-value services as the market normalizes.

- Aggressive power roadmap (2.5 GW) + early Blackwell availability position Nebius to capture both training upgrades and the inference buildout, which will likely be the larger, steadier spend.

- Locked-in demand with hyperscalers (#MSFT + new #META deal) de-risks utilization and underwrites cheaper financing—classic “build against contracted cash flows” model.

Capex 2025 raised to ~$5B (from ~$2B)

Mr. Market is focusing on the raised capex guide + tightened 25 rev forecast.

That is missing the forest for the trees. Here's the big picture:

The numbers: Q3 revenue $146M (+355% YoY / +39% QoQ). Core infra ~90% of revenue; core infra adj. EBITDA ~19%. FY25 revenue tightened to $500–$550M (tracking to midpoint). ARR exit-25: $900M–$1.1B; ARR exit-26: $7–$9B (>50% already booked, largely from signed capacity and mega deals).