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@EdwardDiGi "@JaguarAnalytics $AMD shareholders had to sell equity to sell GPUs while $NVDA shareholders had to inject capital 🧐 weird look but what happens to Grok/xAi now And how $AMZN & $META will react if GPUs will be in serious need now"
X Link @EdwardDiGi 2025-10-06T11:11Z 1202 followers, XXX engagements

"So as of today $RKLB is trading at around 50-60x Price to Sales which is ok for a very speculative environment like the one we are experiencing (also Golden Dome involvement here). Recent cap raises dissolved any fear of the company not being fully funded for the incoming months"
X Link @EdwardDiGi 2025-10-09T06:29Z 1202 followers, XXX engagements

"With a XX share price $AVIO.IM trades at $X b mrkt cap and we have to add the $500-600 mln cap raise needed to finance the dev of facility with Raytheon $RTX to serve the needs of advanced missiles for the Pentagon. Moreover Avios operations are currently profitable"
X Link @EdwardDiGi 2025-10-09T06:09Z 1202 followers, XXX engagements

"@Kody__Rogers You should"
X Link @EdwardDiGi 2025-10-15T16:34Z 1202 followers, XX engagements

"@Arianespace @amazon @esa @Avio_Group @ArrakisGlobal I do wonder which PT $JEF $MS & $DB will release when the capital raise its done. BTW $AVIO.IM @Avio_Group might be involved in the Golden Dome mega tender offer as the big raise a local partner $RTX and a facility are exactly whats needed to secure a seat at the table 🍽"
X Link @EdwardDiGi 2025-10-08T08:53Z 1202 followers, 2673 engagements

"@Kody__Rogers OKLO is in URA and uranium spot price has a long way to go higher than here. so nuclear could become even crazier"
X Link @EdwardDiGi 2025-10-15T14:34Z 1202 followers, XXX engagements

"Its my personal speculation that $AVIO might be looking to be involved in the Golden Dome project as the anti orbital missiles attack system might be perfectly designed for Solid state engines (which have an immediate response vs the liquid state 🚀). Also is ahead here too"
X Link @EdwardDiGi 2025-10-09T06:16Z 1201 followers, XXX engagements

"Additionally to the government special grant at the end of the last quarter $AVIO.IM was awarded XX million from the European Space Agency"
X Link @EdwardDiGi 2025-10-09T06:05Z 1201 followers, XXX engagements

"@Kody__Rogers Then tell me what happens if uranium price goes up fuelling share appreciation in $UEC $CCJ $U.U and then $URA. and all institutional investors start buying uranium blindly as much as they are buying rare earths Do you think $URA doubling its AUM is bearish nuclear stocks"
X Link @EdwardDiGi 2025-10-15T16:12Z 1202 followers, XXX engagements

"SpaceX won as the most reliable rocket launcher but who is the 2nd best Why $AVIO.IM @Avio_Group is still undervalued vs competitors $RKLB & $FLY despite its recent run. Avio new factory & incoming ADR listing might support valuation convergence among the group"
X Link @EdwardDiGi 2025-10-09T05:57Z 1202 followers, 6214 engagements

"@Yam_Trades It can be just a buyout at this point. and the guy who wanted meaningful leverage had to go with the $XXX calls 😆🤩"
X Link @EdwardDiGi 2025-10-15T20:51Z 1202 followers, XX engagements

"What about Firefly $FLY mgmt was for sure smart in doing a IPO where the first trading days the company was listed at a $8-9 b market cap (now it trades at $XXX b). But revenues prospects and eps outlook make it appear still quite expensive. 1year fwrd sales are at $XXX mln"
X Link @EdwardDiGi 2025-10-09T06:34Z 1202 followers, XXX engagements

"That could be the reason why the CEO of Avio said in the last cc that he expects opportunity to unlock several years of double digit revenue growth (around XX% per year) and that AVIO might collaborate with more defence contractor of the status of Raytheon"
X Link @EdwardDiGi 2025-10-09T06:20Z 1201 followers, XXX engagements

"While EPS should stay negative for the time being. with its most recent test failing. Thus its fair to define $FLY as a company far behind $RKLB & $AVIO . yet it trades at a market cap that is 2x the one of its Italian competitor"
X Link @EdwardDiGi 2025-10-09T06:36Z 1202 followers, XXX engagements

"@Arianespace @amazon @esa @Avio_Group As @ArrakisGlobal noted $AVIO posted on 01/10/25 evening that they intend to reactivate their ADR stock listing. This is crucially important to get more liquidity as $AVIO.IM reusable rockets 🚀 efforts have not yet been fully appreciated by US investors vs $RKLB & $FLY ones"
X Link @EdwardDiGi 2025-10-03T13:56Z 1202 followers, 1986 engagements

"@srcroute2111 @Kody__Rogers Thanks @Kody__Rogers . $UROY is a company so that is unlikely. But the White House gave its blessing to the $GLO.TO Niger mine which could be financed by $UROY"
X Link @EdwardDiGi 2025-10-15T23:28Z 1202 followers, XXX engagements

"@Kody__Rogers Cocky positions are often unlucky"
X Link @EdwardDiGi 2025-10-15T16:37Z 1202 followers, XX engagements

"@Kody__Rogers Do you follow the uranium sector or you just rely on the meme stocks thesis"
X Link @EdwardDiGi 2025-10-15T15:44Z 1202 followers, XXX engagements

"@Kody__Rogers @Funkdepot The large scale macro event is huge uranium shortage"
X Link @EdwardDiGi 2025-10-15T16:35Z 1202 followers, XXX engagements