$RKLB Continuing to buy June 2027 - 80 calls. Seeing a lot of open interest and volume building there.

$SPCX $TSLA I added to SpaceX significantly since the dip in the low 100s and through into the 150s because I feel that this company has more immediate catalysts to propel it. I’ll continue to hold Tesla since all the catalysts are lining up well to get to the ‘All at once’ stage maybe in a couple of years. I’m not sacrificing Tesla stock for SpaceX or comparing Tesla with SpaceX as they both have potential to grow independently. Morover, large conglomerates end up with a lower valuation on a combined basis as opposed to how its parts are valued on a stand alone basis. If they merge, that’s fine. If not, that’s fine as well. Nothing stops SpaceX from obtaining Tesla products and services at ‘cost’ or favorable ‘Friends n Family’ pricing and vice versa ie Merger benefits can be achieved as standalone companies. In short, I’m not waiting for Elon’s “Odd Kabuki Dance” to end 😀

$ABCL I think about this quote from Carl Hansen often: “By the end of 2027, we could have the best-looking pipeline for any company below US$20-billion in market capitalization,” Mr. Hansen said in an interview about AbCellera, which is worth US$1.77-billion. ”We have the proverbial goose in place. Now it is time for some golden eggs.” Naturally you wonder... what are the catalyst over the next 12 months? This list isn't extensive as you have other unforeseen catalysts that aren't included here like dropping good news, conference disclosures, buy-out offers, additional Canadian non-dilutive funding, positive Amletilemab data for celiac disease, regulatory wins for NK3R class, etc. Nonetheless the below list gives you an idea of what could happen and a guess as to timing of when it might/should happen. It'll be interesting to revisit this post at the end of 2027 to see what happened and how the news impacted the company, especially when you factor in Hansen's quote above. Next 12 month of catalysts: - ABCL575 Phase 1 data, Q4 2026 - ABCL635 12-week/OLE data, Late 2026–2027 - Jazz third program / $28M payment, By June 2027 - ABCL635 Phase 3 initiation, 2H 2027 - ABCL635 breast cancer VMS Phase 2 initiation, 1H 2027 - ABCL635 prostate cancer VMS Phase 2 initiation, 1H 2027 - ABCL688 IND/CTA and Phase 1/2 initiation, mid 2027 - ABCL386 IND/CTA and Phase 1/2 initiation, mid 2027 - New development candidate nomination, 2026–2027 - ABCL575 licensing transaction, Potentially 2027 - Longer-half-life NK3R candidate disclosure, Potentially 2026–2027 - ABCL635 FDA Fast Track designation, Potentially 2027 - New partner molecule entering clinic, Any quarter - Major new pharmaceutical collaboration, Any quarter Did I miss anything? I'm obviously very bullish on the company and feel that we have a lot to look forward to over the next few years. I plan on being here for the ride! Good luck to all the longs out there! AI version of my post:

Good luck $SPCX holders! Got a decent starter position in the low 100s cost basis. Besides shares, I still have my short puts for $100 strike Aug expiry that will help me take delivery if it goes there. If it drops to $80 or lower, It will be an opportunity to lower the cost basis even further in a bid to build a strong port for 2030 💪 That was the same mindset that helped me ramp up RKLB through single digits and teens. Either ways, I look forward to the first ever earnings call as a public company.

Is this the right way to keep the AMG's soul alive for ICE fans? Mercedes new AMG GT SUV has 1,169 hp, sub-2.5s 0-60, and 710 kW charging. But they gave it fake V8 engine sounds, simulated gear shifts, fake rev counter and vibrating seat-shakers. I was one of the first in the world to get inside one in Germany last week, curious if this is the approach to win over ICE fans?

Production of the new carbon composite forward dome for Neutron’s Stage 1 propellant tank is underway. Our automated fiber placement (AFP) machine follows a computer-controlled course to lay down thousands of strands of carbon fiber - each thinner than a human hair - at speeds of up to 100 meters per minute to create Stage 1’s structures on custom molds. Once the AFP machine is finished with the new forward dome it will be rolled out, inspected, then prepared for the curing process to harden the carbon composite.

Roadster event livestream xitter.cf/i/broadcasts/1yKAPwNgg…

Starshield systems are owned and controlled by the US government. Any limits on speed or usage are decided by the US military and ultimately POTUS. Starlink is a commercial service owned and controlled by SpaceX. Usage of Starlink is limited to civilian or defensive activities and cannot be used for offensive military action, as doing so would be inappropriate for a commercial company.