Stock Market Rewind: Steve thinks he's better than me скачать в хорошем качестве

Stock Market Rewind: Steve thinks he's better than me

Keep up using the 24/7 Market Chat Lounge -    / @thestreetexchange   Listen on Spotify! https://open.spotify.com/show/2Ec5vVM... (00:00:00) Introduction & Catching Up: The hosts (Vince, Matt Money, and Dave G Investing) kick off the show and chat about recent events. (00:01:42) Portfolios & Macro Events: Discussing market reactions to geopolitical news and general portfolio health. (00:04:12) AI & Tech Trends: Thoughts on AI coding tools like Open Claw and Replit, and buying into the tech market. (00:08:07) Rocket Lab Q4 Earnings & Neutron Delay: Initial thoughts on the earnings call and the delay of the Neutron rocket to Q4. (00:12:38) Neutron Tank Defect: Clarifications regarding the third-party defect in the Neutron tank and the plan to manufacture it in-house using their AFP machine. (00:15:55) Peter Beck's Philosophy: Playing and analyzing a clip from Peter Beck on the Neutron delay, emphasizing Rocket Lab's focus on ground testing and reliability over rushed timelines. (00:20:10) Financials & Electron Cadence: Reviewing Rocket Lab's record margins, increased backlog, and the impressive trajectory of Electron's increasing sales price versus its decreasing cost per launch. (00:24:52) Geopolitics & Defense Contracts: How global conflicts might impact defense spending and Rocket Lab's potential role moving forward. (00:32:21) Recent Launches: A look at a "Fail of the Week" TV segment and a review of the recent successful HASTE launch. (00:38:41) Analyst Targets & Mars Contracts: Discussing raised analyst price targets and Rocket Lab's new Mars end-to-end communication service architecture study contract. (00:47:24) Launch Provider Diversification: Analyzing a new Senate bill designed to prevent NASA from relying on a single launch provider for more than 50% of its services. (00:54:46) Competitor Pricing: Thoughts on the recent Falcon 9 price increase and how it makes Neutron's pricing more competitive. (00:57:04) Space Solar & Data Centers: Breaking down Rocket Lab's announcement of new silicon products targeted at space data centers. (01:02:44) Closing Thoughts: Final thoughts on Rocket Lab's long-term potential and wrapping up the episode. Join Matt's Patreon -   / mattfarley   TWITCH -   / realmattmoney   Latest Seeking Alpha Article on $RKLB - https://seekingalpha.com/article/4763... Latest Seeking Alpha Article on $GOOGL - https://seekingalpha.com/article/4769... Follow me on twitter -   / realmattmoney   The streaming channel -    / @cashflowchroniclestv   🎙️ New to streaming or looking to level up? Check out StreamYard and get $10 discount! 😍 https://streamyard.com/pal/d/46414497...