Matt Bloxham

Isolation, 200% year-on-year growth after a quarter print, which was 143% growth.

So it's an accelerating rate of growth.

Yeah, I think isolation is actually a good demonstration that they are executing pretty well on their transition to a much more AI-focused business.

this is a significant setback for them.

I'd say that they've already been struggling to keep pace with SpaceX and really kind of falling behind, you know, and so it's really kind of just teeing up things nicely for SpaceX to kind of convince investors if they needed any convincing that they really are the untouchable leader in kind of rocket launch.

And it shows you that even though we've been, you know, sending rockets into space for decades now,

that it's an incredibly difficult thing to do and a difficult thing to do reliably.

This is a significant setback for them.

I'd say that they've already been struggling to keep pace with SpaceX and really kind of falling behind, you know.

And so it's really kind of just teeing up things nicely for SpaceX to kind of convince investors if they needed any convincing that they really are the untouchable leader in kind of rocket launch.

And it shows you that even though we've been, you know, sending rockets into space for decades now,

that it's an incredibly difficult thing to do and a difficult thing to do reliably.

This is a significant setback for them.

I'd say that they've already been struggling to keep pace with SpaceX and really kind of falling behind, you know.

And so it's really kind of just teeing up things nicely for SpaceX to kind of convince investors if they needed any convincing that they really are the untouchable leader in kind of rocket launch.

And it shows you that even though we've been, you know, sending rockets into space for decades now,

that it's an incredibly difficult thing to do and a difficult thing to do reliably.

Make decisions.

A poor decision is always better than no decision.

It's a $4.7 trillion market cap company, so there's already a huge amount of growth kind of priced in.