RT Andrew Côté (@Andercot)The single most important belief is that the future of humanity is a life among the stars. ...

Core Insights - Rising global defense budgets and military modernization are driving sustained demand for defense contractors like RTX Corp. and Lockheed Martin Corp. [1][3] - Both companies have strong backlogs of government contracts, ensuring revenue visibility and positioning them to benefit from long-term security spending trends [1][9] Company Overview - RTX offers a diversified portfolio including commercial jet engines, avionics, space sensors, military radars, and Satcom systems [2] - Lockheed is known for flagship defense programs such as the F-35 fighter jet, Patriot and THAAD missiles, littoral combat vessels, and advanced space solutions like the Orion spacecraft [2] Financial Stability & Growth Drivers - As of Q2 2025, RTX has cash and cash equivalents of $4.78 billion and a current debt of $3.72 billion, indicating a solid liquidity position [4] - RTX's cash flow from operating activities is $1.76 billion, allowing for shareholder-friendly actions such as $50 million in share repurchases and $1.75 billion in dividends in the first half of 2025 [5] - In contrast, Lockheed's cash and cash equivalents are $1.29 billion, with long-term debt at $18.52 billion and current debt at $3.12 billion, indicating a poor solvency position [6] - Lockheed's cash flow from operations has declined to $1.61 billion, raising concerns about its liquidity [6] Growth Catalysts - Both companies are expected to benefit from the proposed 13% increase in the U.S. defense budget to $1.01 trillion for fiscal 2026, with significant funding for space dominance and missile defense initiatives [8][9] - RTX is also positioned to benefit from improving commercial air traffic, with a reported organic year-over-year sales growth of 9% in Q2 2025 [10][12] Stock Performance - Over the past three months, RTX has outperformed Lockheed, with RTX shares up 16.4% compared to Lockheed's decline of 6.1% [19] - In the past year, RTX shares surged 30.8%, while Lockheed's shares decreased by 20.1% [19] Valuation Metrics - Lockheed trades at a forward earnings multiple of 16.56, which is lower than RTX's multiple of 24.49, suggesting Lockheed may be more attractively valued [20] - Lockheed demonstrates a higher return on equity compared to RTX, indicating better efficiency in converting equity financing into profits [24] Final Assessment - Amid robust global defense spending, Lockheed is positioned as a strong contender in the defense sector, while RTX's reliance on commercial aerospace makes it more vulnerable to supply-chain disruptions [25] - Lockheed's commanding presence in flagship defense platforms and attractive valuation contrast with RTX's premium valuation and potential overvaluation [25]

Core Message - Education is a journey into the unknown, akin to exploring the cosmos, requiring ambition, courage, and dreams [1] - Students are the most important part of education; teachers' role is to support, guide, and ensure their safety [1] - Education should empower students to discover their superpowers and pursue their dreams, preparing them for future opportunities, even those not yet invented [1] Practical Application in Education - Breaking space and time through online meetings connects students with different cultures and perspectives, fostering global awareness [1] - Connecting students with professionals in their fields of interest, such as NASA astronauts, inspires them and makes learning more engaging [3] - Supporting students' dreams and aspirations, even seemingly impossible ones, can lead to remarkable achievements [3][4][5] Teacher's Role - Teachers serve as guides in the educational galaxy, supporting students to shine and follow their orbits [10][11] - The ultimate reward for teachers is when students share their happiness and success, demonstrating the impact of their guidance [6][8]

A successful satellite manoeuvre has embodied America’s new, more muscular approach to space https://t.co/kcLDYVe7Br ...

Core Insights - Boeing's X-37B Orbital Test Vehicle (OTV) is set to launch its eighth mission (OTV-8) from Florida's Space Coast, with liftoff scheduled no earlier than August 21, 2025, following the successful completion of OTV-7 [1][2] Mission Details - OTV-8 will feature a service module that enhances the capacity for experiments and opens new opportunities for mission partners, including the Air Force Research Laboratory and the Defense Innovation Unit [2] - The mission will demonstrate high-bandwidth inter-satellite laser communications technologies and the highest performing quantum inertial sensor tested in space [3] Technological Advancements - The laser communications demonstration is a significant step for the U.S. Space Force, enhancing the resilience and adaptability of satellite communications architectures [4] - The quantum inertial sensor will provide precise navigation capabilities in GPS-denied environments, crucial for deep space exploration [4][5] Operational Impact - The advancements from OTV-8 are expected to improve operational resilience for the U.S. Space Force, particularly in navigation beyond Earth-based orbits [5] - Boeing's X-37B has spent over 4,200 days in space since its first launch in April 2010, showcasing its long-term operational capabilities [5]

Let’s witness @justinsuntron’s journey to space together! 🚀Send your heartfelt wishes for a successful launch, marking another milestone in humanity’s quest for exploration! 🌌Let's go! https://t.co/nXsBEuBnCbH.E. Justin Sun 🍌 (@justinsuntron):We are witnessing the beginning of a new chapter in human exploration, where space is no longer reserved for governments or institutions but is becoming a frontier for innovators, dreamers, and builders from all walks of life!Proud to join @BlueOrigin’s NS-34 mission.🚀 ...

Space Exploration & Comet Research - A comet, traveling at 25,000 kilometers per hour, is approaching the solar system and will be targeted by the Comet Interceptor mission [1][3] - The Comet Interceptor mission, funded by the European Space Agency in collaboration with the Japanese Space Agency, aims to study a comet coming close to the sun for the first time [3][24] - Comets are believed to have delivered organics and water to Earth, crucial for the formation of life, but also pose a threat of impacts [12][13][14] - Missions to processed comets have limitations, necessitating a mission to an unchanged comet from the Oort cloud, which contains hundreds of billions or even trillions of comets [23][24][25] - The Comet Interceptor mission will park in a stable orbit, wait for a suitable comet, and then intercept it for a few hours to collect data [29][30][31][32] Planetary Defense & Space Mission Strategy - The mission aims to test the strategy of parking in space until a target is identified, which could be used for planetary defense against hazardous objects [33][34] - Developing instruments for space exploration is a time-consuming task, requiring years or even decades of rigorous testing [27] Scientific Significance - Asteroids and comets are relics from the early solar system, with asteroids forming closer to the sun and comets forming in the outer solar system [7] - Studying comets can provide insights into the materials from the outer solar system, where ice is preserved [22]

Business Strategy & Operations - The Launch Pad (TLP) is relocating its studio from Space Coast to Canada to facilitate hiring staff and expanding operations [3] - TLP plans to reinvest rent savings into travel for conference coverage, maiden flights, and expanding its 24/7 camera network globally [4] - TLP is planning a larger studio setup in Canada than previously [5] - TLP aims to expand its 24/7 camera coverage network in North America and worldwide [4] - TLP plans to begin traveling more extensively in 2026 [9] Content & Community - TLP will continue providing space coverage and aims to be a primary source of space-related news [12] - TLP's mission remains to inform and inspire future explorers, emphasizing community collaboration [12] - TLP acknowledges potential setup delays in Canada and plans to use a mobile setup temporarily [13] - TLP plans behind-the-scenes Discord content and Lego building streams [13][14] Future Plans - TLP intends to reopen the Space Coast studio in Florida within one to five years [8][10] - TLP will return to the Space Coast for Artemis missions and other significant events [9]

Space Technology Advancement - Reusable rockets/ships are being developed for space travel to the Moon and Mars [1][3] - This technology is expected to be available this decade [1] Policy and Geopolitical Context - The US is returning to the Moon with the goal of commercialization [2][3] - China aims to land astronauts on the Moon by 2030, creating a space race [2] - The US aims to improve upon past efforts through reusable ships and commercialization [3]

Space Exploration & Resource Utilization - The space industry views space exploration as a planetary leap, enabling humanity to reach new worlds, similar to the expansion from Africa [3] - The industry emphasizes the importance of space-based assets for Earth's civilization, including Earth monitoring and data provision via satellites [4] - The space sector considers resource extraction and energy generation on celestial bodies as a solution to terrestrial resource conflicts and environmental damage [5] - The industry envisions establishing bases on other worlds, starting with initial modules and gradually developing into self-sustaining colonies [8] - The space industry anticipates that resource extraction in space will eventually contribute to Earth's economy [9] - The sector highlights the potential of space-based energy, particularly nuclear energy, to be transmitted back to Earth for safe and sustainable power [11] Future Vision & Challenges - The space industry acknowledges the sense of unease about the future due to global challenges like conflicts, climate change, and pandemics [1] - The industry recognizes the need for technologies like AI, nuclear fusion, and advancements in medicine and spaceflight to shape a positive future [2] - The space sector emphasizes that space exploration is not a distant future but an ongoing process, requiring participation from various professions [3][14] - The industry warns that a lack of sustained investment and political support could jeopardize space colonization efforts [10]