Rocket Lab - $RKLB

The US mothballed space weapons as China spent about 20 years on them — True Anomaly CEO

10 lessons: China's 2024 test of an orbital strike weapon, $600M of R&D on one spacecraft program with $1B more coming, and why the Pentagon still balks…

11 hrs ago • Scuttlebutt

Humanity's future in space turns on its first birth or first combat death — Voyager CEO

11 takeaways: Why SpaceX's capital efficiency split the space industry, why orbital data centers are a real business, and why the moon is no backup plan…

Nov 4 • Scuttlebutt

The age pension pays a couple 62% of a comfortable retirement — Equity Mates

9 lessons: the Fed, the ECB and now the RBA all raising, the retirement assumptions that have stopped holding, and Owen Rask on when to rip the band-aid…

Sep 21 • Scuttlebutt

"That's not a viable product": Buy Hold Rant on the AI safety fight

15 calls: Why a slowdown in frontier models would not cut memory demand, the $100B one host credits to Meta's free assistant, and the case against…

Sep 17 • Scuttlebutt

Thomas Hughes: the 5 most-upgraded stocks of the last 90 days are all cybersecurity

13 takeaways: Why agentic AI keeps adding security vendors to a buyer's bill, the 100x multiple Chris Marotch will defend, and the power name both…

Sep 2 • Scuttlebutt

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