real but i do like science and talking about science, and maybe i'll never do anything that actually matters but it's still a privilege to be able to cook in a lab and call it my job. some things about unemployment are nice tho like having the time to go around outside wen everyone else is at work

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ok well... this is something The problem is that intels fabs can produce like a million wafers per year and tsmc does that in a month. The TSMC arizona lab can to 10's of thousands a month and its on an old process. The only player I know that uses them is AMD? I'm not sure what % of intels fabs are set up for 18a and 14a is a long way away. So chips are just gonna get more expensive for everyone because there isn't enough capacity of high efficiency chips to go around for everyone So bascially Intel will be given contracts, likely from NVIDIA ... maybe Apple, and that is several years out. Prices will go up, and honestly there is risk for Intel to not push as hard in the technology front because others are forced to use them Intel is in the position they are in because they had a monopoly, the gov basically engineering another monopoly for them is I guess their best chance of survivial

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I remember when ppl swore up and down Rocket Lab was going straight to $60, 80, 100. Wait that was only like 3 months ago. Y'all just pull these numbers straight out the sphincter 

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The smartest people in the country are absolutely buying index funds, because they have other responsibilities and are aware that they don't have the time and energy necessary to outcompete full time professional investors. If you went and walked around openai, mit media lab, cern, etc, you would see almost exclusively people who hold their money in index funds. Even on wall street most people I talk to hold their personal money in index funds.

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tanks! i had a clementine seedling but it didn't make it thru the winter ;<. ig that's why the oranges come from florida and cali. i had a lot of crops in the hallway outside lab during the summertime, was growing potatoes and tomatoes, squash, broccoli, even a watermelon lmaooo

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Rocket lab neutron that’s been cooking for 5 years? Are you regarded

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**Strategic Implications:** * **End-to-End Space Provider:** RKLB is evolving into a holistic space solutions provider. This strategy allows it to benefit from the entire value chain, from component manufacturing to satellite assembly and launch. * **Defense Sector Pivot:** The increasing focus on national security space applications, coupled with a desire for redundancy beyond a single provider (SpaceX), creates a significant opportunity for RKLB to become a critical defense contractor. * **Investment in Next-Gen Capabilities:** RKLB's continued investment in Neutron, and potentially future vehicle development, signals a long-term vision to remain at the forefront of space access technology. The confluence of potential contract wins, the upcoming Neutron launch, and the ongoing growth in the space systems segment presents a compelling investment thesis for Rocket Lab. The key will be the company's ability to execute its ambitious roadmap, mitigate the inherent risks of the space industry, and leverage its diversified capabilities to capture a significant share of the rapidly expanding space economy.

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# The Strategic Imperative of Neutron The Neutron rocket represents a paradigm shift for Rocket Lab, moving it from the small-lift to the medium-lift launch market, a segment with substantially larger contract values and greater market potential. * **Payload Capacity:** Neutron is designed to lift up to 8,000 kg to LEO, and up to 1,500 kg to Geostationary Transfer Orbit (GTO). This enables the launch of larger constellations, space stations, and interplanetary missions. * **Cost Efficiency Target:** Rocket Lab aims for Neutron to be significantly more cost-effective per kilogram than Electron, utilizing a reusable first stage and a novel "Archimedes" engine. The target cost per launch is projected to be around $70 million, a substantial reduction compared to competitors in its payload class. * **Market Opportunity:** Neutron directly targets lucrative government contracts, including those from the Space Force's National Security Space Launch (NSSL) program, which are worth billions of dollars annually. It also opens doors to commercial constellation deployment and potentially space tourism. * **Development Status:** The development of Neutron is a critical catalyst. The first launch is targeted for late 2024 or early 2025, with significant progress reported on engine testing and stage integration at their facilities in Wallops Island, Virginia, and Stennis Space Center, Mississippi. The first landing attempt is planned for over water, followed by barge landings for increased recovery success. # Diversification into Space Systems: The "End-to-End" Strategy Beyond launch services, Rocket Lab has strategically expanded into the Space Systems business, encompassing satellite components, satellite buses, and mission operations. This vertical integration aims to capture more value within the space ecosystem and create a more resilient business model. * **Key Acquisitions:** RKLB has made several key acquisitions to build its space systems capabilities, including: * **Alto Astronautics (satellite buses):** Enhancing capabilities for medium-sized satellites. * **Sinclair Interplanetary (reaction wheels):** A leading supplier of attitude control components. * **PSC (Photon satellite component and software):** Providing standardized satellite platforms and mission design tools. * **QEY Innovation (flight software):** Bolstering software development. * **SolAero (solar panels):** A key power source component for satellites. * **Ball Aerospace's aerospace business (satellite platforms, sensors):** A significant expansion into advanced satellite components and platforms. * **Revenue Contribution:** Space Systems revenue has grown significantly, now constituting a substantial portion of RKLB's total revenue. In Q4 2023, Space Systems revenue was $71 million, an increase of 13% year-over-year. For the full year 2023, Space Systems revenue was $271 million, up 23% year-over-year. * **Synergies:** The integration of space systems provides RKLB with a unique advantage: offering customers a comprehensive solution from satellite design and manufacturing to launch and mission operations. This "one-stop-shop" approach can foster stronger customer loyalty and command premium pricing.

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Supposedly the Hollywood elites actually do a lot of pure, professional chemist lab-formulated meth. I read a really compelling story about it once.

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To be honest, a successful first launch of Neutron, Golden Dome contracts, and other defense contracts sets up Rocket Lab to easily, easily be a 100 billion dollar company by year end 2026.... SpaceX is currently 400 billion and will probably be 500-600 by year end 2026.... To think that the next closest competitor to SpaceX is 1/5 or 1/6 of the size of SpaceX is not unreasonable.

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