Josh Sharp

Tesla Robotaxi never closes now. 24/7 rides in all 8 cities: Austin, Dallas, Fort Worth, Houston, San Antonio, Miami, Orlando and Tampa. • Was 6 AM to 2 AM two weeks ago • 24/7 goal hit before year-end • Musk: "Robotaxi works 168 hours a week" $TSLA cybercab.news/article/tesla-…

Ukraine says Starshield's speed cap is back. Zelenskyy: terminals moving faster than 161 km/h (100 mph) are being cut off again, hurting drone interception. • First seen Oct 13-14, lifted Oct 24 • Ukraine's access deal runs to mid-2027 • No comment from SpaceX yet $SPCX cnbc.com/2026/11/12/starlink…

Washington's SpaceX problem could be Rocket Lab's opening. Axios: the new Democratic Congress plans to probe SpaceX's military deals. • SpaceX flew ~90% of U.S. orbital launches in 2026 • Falcon 9 is retiring • Axios cites Rocket Lab's $150M Pentagon loan for Neutron $RKLB axios.com/2026/11/12/spacex-…

Tesla now has more robotaxis registered in Texas than Waymo. • Tesla 1,302 vs Waymo 1,297 • 729 Model Ys + 573 Cybercabs • Waymo led by ~420 as recently as Sept 1 Registrations aren't paid rides, but the gap closed fast. $TSLA cybercab.news/article/tesla-…

Starlink Mobile just cleared its first FCC step on the Grain spectrum deal. • 546 paired 800 MHz licenses, ~100% of the U.S. population • Low band that gets through walls • Comments due Dec 1, oppositions Dec 8 Accepted for filing, not approved yet. $SPCX teslarati.com/spacex-fcc-ver…

Peter Beck, unfiltered: Neutron is "the giant sucking sound of all cash and resources in the company." Take it out, he says, and Rocket Lab is "an extremely profitable, great company." • Endgame: services from space • A Venus probe sits in a Long Beach clean room $RKLB youtube.com/watch?v=UDZx8Pxk…

Cybertruck just got a few more months. Musk: production now runs "through the end of summer 2027" to work through the order backlog. • Last week the plan was to end around mid-2027 • Giga Texas line is making room for Cybercab • Cheapest Cybertruck now $92,490 $TSLA electrek.co/2026/11/11/tesla…

Anthropic reportedly told analysts it won't extend its SpaceX compute deal past mid-2027. Musk: "We would be happy to take the compute back. No problem. But I think the opposite is going to happen." • Deal: up to $120.5B thru 2029 • 90-day exit after early 2027 $SPCX teslanorth.com/2026/11/11/an…

Finland just approved Tesla's FSD system for its roads. • Traficom recognized the Dutch provisional type-approval • Tesla can offer it now, renamed "Tesla Assisted Driving" • Joins the Netherlands, Estonia, Croatia and Belgium EU-wide vote expected this winter. $TSLA traficom.fi/en/news/teslas-d…

The Pentagon is paying SpaceX to see if Starlink lasers can carry missile-tracking data. • SDA awarded $9.9M (up to $12.7M) for a Plaser study • Includes representative hardware + integration support • Runs to Oct 7, 2027 Starlink keeps moving into defense. $SPCX defensewarroom.com/2026/11/1…

NASA just explained how Rocket Lab won its GDC Trailblazer order. • 3 flight providers were paid to compete in a concept phase • An expert panel reviewed every bid • Rocket Lab's $28.9M follow-on order was sole-sourced as a logical next step Earned in a competition. $RKLB sam.gov/opp/ebd9d8be7c2c4045…

Bitcoin at the register is now the default for millions of U.S. sellers. Square's auto-enable rollout targeted all eligible merchants by today. • Lightning payments, settled in USD by default • Sellers can choose to keep BTC • BTC fees waived through Dec 31 $BTC

Costco just declared a $30 special dividend. • ~$13.3B payout on Dec 4 (record date Nov 24) • New $4B buyback through Nov 2030 replaces the old plan ($3.1B used) • 945 warehouses worldwide An early holiday gift for shareholders. $COST globenewswire.com/news-relea…

SpaceX is building its own solar cell supply chain for Starmind. SINGULUS signed on for a turnkey HJT cell line in Bastrop, TX. • First line delivers 1H 2027 • Scales to 100+ GW of equipment • SpaceX funded SINGULUS in March and October Vertical integration, again. $SPCX singulus.com/2026/11/10/spac…

That's a sexy lookin rocket!

Best lines from Rocket Lab's Q3 Q&A: • Neutron capacity: "50% is for everybody else, and 50% is for us" (long-term goal) • Space data centers: "for me, it's economics" • Backlog: "They're not options" • Bigger rocket? "I think two is enough for any person" $RKLB stockanalysis.com/stocks/rkl…

Electron's 100th launch is about a week away. • Beck expects it "within the next week or so" • A new rocket every ~8 work days; 96% success over 99 launches • HASTE could be ~25% of small launches in 2027; 2 Alaska pads on track for 2027 $RKLB stockanalysis.com/stocks/rkl…

Rocket Lab's CFO put a clock on profitability. • Adj. EBITDA "will turn positive within six months" of Neutron's first successful flight • Cash flow follows after • $150M Pentagon loan at roughly SOFR + 100 bps, with no dilution Neutron is the profit switch. $RKLB investing.com/news/transcrip…

Still no Neutron launch date, and Beck says that's on purpose. • New forward dome laminated and cured clean • Stage 2 at Launch Complex 3, heading into cryo proof tests • Beck: until the tank clears testing, "I just don't want to be continually wrong" $RKLB investing.com/news/transcrip…

Peter Beck: "Launch is extremely constrained, and that is exactly the situation we predicted." • First 16 Neutrons booked; next open slots are in the 2030s • Q3 had its 2 biggest bulk orders ever: 18 HASTE for Space Systems Command, 20 Electron for Synspective $RKLB investing.com/news/transcrip…