Author
@MollySOShea MollySOShea
grade Cx.com/MollySOShea ↗
Curator of private-market AI, robotics and space narratives from VC and desk notes
Aggregates and re-broadcasts thematic frameworks and founder
trader score
-3.41
hit rate
25%
mean α
-1.89%
signals 14d
39
Grade = how their written analysis reads (A best). Trader score = how their last-20 timestamped calls performed vs SPY.
Their picks, scored
Across their last 20 scored bets: 25% hit rate, -1.89% mean alpha, trader score -3.41. Their last-14d mentions, direction-adjusted, have moved -3.1% since posting (mean over 28 mentions with price data).
Recent signals15receipts included
| date (PT) | ticker | author | sent | what they said | since then | receipt |
|---|---|---|---|---|---|---|
| 2026-08-28 | RKLB | @MollySOShea | +0.10 | Rocket Lab's CEO says weak space companies can linger unusually long rather than fail quickly. | — | tweet ↗ |
| 2026-08-28 | RKLB | @MollySOShea | +0.30 | Rocket Lab's CEO says a new printer arriving next year can print an entire Archimedes engine in one run. | — | tweet ↗ |
| 2026-08-28 | RKLB | @MollySOShea | +0.40 | Rocket Lab's CEO argues the space industry's largest opportunities have not yet emerged. | — | tweet ↗ |
| 2026-08-28 | RKLB | @MollySOShea | +0.45 | Factory tour details RKLB's low-cost asset purchase, staffing, engine output, testing, and upcoming printer. | — | tweet ↗ |
| 2026-08-27 | RKLB | @MollySOShea | +0.20 | Previews a tour of Rocket Lab's engine development center and Archimedes engine. | -4.6% | tweet ↗ |
| 2026-08-27 | RKLB | @MollySOShea | +0.10 | Shares Rocket Lab CEO commentary about the design of company facilities. | -4.6% | tweet ↗ |
| 2026-08-27 | RKLB | @MollySOShea | +0.40 | Rocket Lab CEO explains its lower-risk strategy of supplying lunar components rather than betting the company on one program. | -4.6% | tweet ↗ |
| 2026-08-27 | RKLB | @MollySOShea | +0.30 | Rocket Lab CEO describes a planned private Venus mission to search for life. | -4.6% | tweet ↗ |
| 2026-08-26 | RKLB | @MollySOShea | +0.65 | The author argues Rocket Lab's vertically integrated component business creates multiple durable moats beyond launch. | -2.7% | tweet ↗ |
| 2026-08-26 | RKLB | @MollySOShea | -0.05 | Rocket Lab's CEO describes the operational difficulty of acquiring three companies in the year it went public. | -2.7% | tweet ↗ |
| 2026-08-26 | RKLB | @MollySOShea | +0.45 | The post recounts Rocket Lab's venture-funding and launch milestones from startup through unicorn status. | -2.7% | tweet ↗ |
| 2026-08-26 | RKLB | @MollySOShea | +0.65 | A 20-year timeline frames Rocket Lab's launches, acquisitions, contracts, revenue and backlog as sustained execution. | -2.7% | tweet ↗ |
| 2026-08-26 | RKLB | @MollySOShea | +0.65 | A factory tour emphasizes Rocket Lab's capital efficiency, vertical integration, facilities and operational moats. | -2.7% | tweet ↗ |
| 2026-08-25 | RKLB | @MollySOShea | +0.35 | Rocket Lab's CEO describes acquiring Sinclair to internalize reaction-wheel production, now above 2,000 units yearly. | -3.8% | tweet ↗ |
| 2026-08-25 | RKLB | @MollySOShea | +0.30 | Rocket Lab CEO argues public-company discipline and profitability support long-term corporate survival. | -3.8% | tweet ↗ |
Grade is our human read-worthiness rating; trader score is a rolling 20-bet hit-rate/alpha composite — different things, often disagreeing. “Since then” is direction-unaware in the table; the summary line above adjusts for which way they leaned.