# ![@BDeveran Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1248449409194643456.png) @BDeveran Ben Deveran

Ben Deveran posts on X about $baer, $sats, sats, spacex the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1248449409194643456/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248449409194643456/c:line/m:interactions.svg)

- [--] Week [-----] -53%
- [--] Month [------] -24%
- [--] Months [-------] +952%
- [--] Year [-------] +1,867%

### Mentions: [--] [#](/creator/twitter::1248449409194643456/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248449409194643456/c:line/m:posts_active.svg)

- [--] Week [--] -9.50%
- [--] Month [--] -21%
- [--] Months [---] +850%
- [--] Year [---] +489%

### Followers: [---] [#](/creator/twitter::1248449409194643456/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248449409194643456/c:line/m:followers.svg)

- [--] Week [---] +0.92%
- [--] Month [---] +15%
- [--] Months [---] +313%
- [--] Year [---] +1,188%

### CreatorRank: [---------] [#](/creator/twitter::1248449409194643456/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1248449409194643456/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  34.31% [finance](/list/finance)  32.35% [cryptocurrencies](/list/cryptocurrencies)  24.51% [technology brands](/list/technology-brands)  13.73% [countries](/list/countries)  6.86% [celebrities](/list/celebrities)  1.96% [social networks](/list/social-networks)  0.98% [exchanges](/list/exchanges)  0.98% [travel destinations](/list/travel-destinations)  0.98% [automotive brands](/list/automotive-brands)  0.98%

**Social topic influence**
[$baer](/topic/$baer) 32.35%, [$sats](/topic/$sats) #16, [sats](/topic/sats) #132, [spacex](/topic/spacex) 10.78%, [intuitive machines](/topic/intuitive-machines) #48, [market cap](/topic/market-cap) 5.88%, [debt](/topic/debt) 5.88%, [liquidity](/topic/liquidity) 4.9%, [play](/topic/play) 4.9%, [business](/topic/business) 3.92%

**Top accounts mentioned or mentioned by**
[@spacanpanman](/creator/undefined) [@acapitallp](/creator/undefined) [@richard89022768](/creator/undefined) [@lastbearstandng](/creator/undefined) [@origoinvest](/creator/undefined) [@wiesenthal](/creator/undefined) [@chlytle33](/creator/undefined) [@waltlightshed](/creator/undefined) [@srinigopalan](/creator/undefined) [@rediamondjr](/creator/undefined) [@interior](/creator/undefined) [@usda](/creator/undefined) [@nejatian](/creator/undefined) [@opendoor](/creator/undefined) [@trendspider](/creator/undefined) [@restructuring](/creator/undefined) [@transhumanica](/creator/undefined) [@hustlebitch](/creator/undefined) [@lastbearstandings](/creator/undefined) [@unusualwhales](/creator/undefined)

**Top assets mentioned**
[SATS (Ordinals) (SATS)](/topic/$sats) [Intuitive Machines, Inc. (LUNR)](/topic/intuitive-machines) [EchoStar Corporation (SATS)](/topic/echostar-corp) [Opendoor Technologies Inc Common Stock (OPEN)](/topic/$open) [Reddit, Inc.  (RDDT)](/topic/$rddt) [First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Joby Aviation, Inc. (JOBY)](/topic/$joby) [Redwire Corporation (RDW)](/topic/$rdw) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [Globalstar, Inc. (GSAT)](/topic/$gsat) [Viasat Inc (VSAT)](/topic/$vsat) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Sneaky Fidelity doubling up position size in $SATS into weakness"  
[X Link](https://x.com/BDeveran/status/2020083733051896044)  2026-02-07T10:34Z [---] followers, [----] engagements


"Wow $RDDT (Reddit) down nearly 20% after hours after a double beat: Sales $428M vs Est. $405M EPS $0.36 vs Est. $0.25 DAUs 102M vs. Est. 103M I still kick myself for not buying here when it was trading at $30/share last year. This is a perfect example of why buying into strength isn't always a recipe for success"  
[X Link](https://x.com/anyuser/status/1889787049395495074)  2025-02-12T21:21Z [---] followers, [----] engagements


"$LUNR 👇🏼👇🏼👇🏼👇🏼👇🏼 I recently initiated a buy in Intutive Machines after starting to follow the company and doing some equity research I am very bullish on the following: Intuitive Machines represents a compelling distressed entry into NASA's structural reallocation cycle under the Trump/Duffy administration. Priced for perpetual execution risk and dilution overhang LUNR is structurally levered to what we believe will be a minimum$3B+ budget clawback from Earth science programs flowing into Artemis-aligned contracts where IM already holds prime positions or is in line to submit for"  
[X Link](https://x.com/anyuser/status/1961132156475887805)  2025-08-28T18:21Z [---] followers, [----] engagements


"EchoStar $SATS will have a strong Nav Re-rating from here We modeled the book value now with both AT&T & SpaceX deals. This liquidity event reminds me a lot of $FCNCA post SVB receivership deal in [----] The stock gapped on the news and then never went back to earth. In these situations technicals are trash banks are underwriting. One of my best mark to market trades was FCNCA in [----] we bought the top of the ALGO gap after underwriting the new company NAV/Share was disgustingly undervalued. Same case today with EchoStar We grabbed [----] shares pre market just now @ [-----]. I think fair market"  
[X Link](https://x.com/anyuser/status/1965034103461597694)  2025-09-08T12:46Z [---] followers, [----] engagements


"EchoStar Corporation $SATS remains grossly undervalued at its current market capitalization of approximately $23.2 billion (trading around $80.63 per share as of September [--] [----] close) representing a profound discount to its net asset value (NAV) per share even after accounting for the transformative AT&T and SpaceX spectrum deals. The Federal Communications Commission's (FCC) decision to end its long-standing probe into EchoStar's spectrum holdingsannounced on September [--] 2025provides the clearest regulatory confirmation yet ahead of full approvals effectively endorsing the $23 billion AT&T"  
[X Link](https://x.com/anyuser/status/1965347878882128373)  2025-09-09T09:33Z [---] followers, [----] engagements


"Congratulations to those long $SRTA. I've always said that Blade (now Strata) has had excellent management. With Will Heyburn and Melissa Tomkiel leading operations as Co-CEOs I believe the company has a strong future ahead. The new deal announcement with Keystone Perfusion Services may have actually positioned them to become profitable. I'm curious whether they'll hold their $JOBY stock position. Given the enterprise value that Blade Passenger adds combined with the $UBER partnership tailwind it might be wise to maintain that equity position longer term. Additionally with $SRTAW warrants"  
[X Link](https://x.com/anyuser/status/1967948835881132240)  2025-09-16T13:48Z [---] followers, [----] engagements


"EchoStar making a move higher $SATS"  
[X Link](https://x.com/anyuser/status/1973418875619565725)  2025-10-01T16:04Z [---] followers, [----] engagements


"In my opinion I dont think people are prepared for the highly likely outcome EchoStar has another meaningful leg higher $SATS"  
[X Link](https://x.com/anyuser/status/1973770567611547864)  2025-10-02T15:22Z [---] followers, [----] engagements


"Battle for $80 today $SATS longs adding on potential binary event for spectrum block AWS-3 sale rumors with Verizon as acquirer. This deal would put sum of parts NAV even more distorted from reality"  
[X Link](https://x.com/anyuser/status/1974105446744236414)  2025-10-03T13:33Z [---] followers, [---] engagements


"$BAER Ive never seen a nastier 4h candle than Bridger Aerospace on their 331m refi + 49m lease-back deals WTF Manipulation for sure"  
[X Link](https://x.com/anyuser/status/1985386213604262197)  2025-11-03T16:38Z [---] followers, [----] engagements


"$SATS In my opinion it's obvious EchoStar is positioning the company around IRC [----] between the formation of EchoStar Capital and the Crown Castle force majeure dispute. IF THEY QUALIFY here's how I look at the opportunity: Some of the most popular stocks in the space basket in public markets are small/mid cap: - BlackSky $BKSY: $794M - Intuitive Machines $LUNR: $3.35B - Redwire $RDW: $1.89B That's $6B for some of the most popular "space basket" names. If EchoStar pulls off IRC [----] treatment they could defer $8B in taxes enough to buy controlling stakes in every one of these stocks and"  
[X Link](https://x.com/anyuser/status/2018341269429264640)  2026-02-02T15:10Z [---] followers, [----] engagements


"I scaffolded Hubspots entire contact and deal hub UI/UX for one of my companies No more 1-10k paywalls to analyze MY data Hubspot deserves the multiple drop. Btw shipped with Claude Opus [---] in [--] weeks & spent less than 1k in compute cost. Hubspot used to sell us 30k annual packages to unlock cookie cutter insights. Now my schema is read w/ Opus [---] query searching data in LLM format. The AI agent economy is quickly going to eat the SaaS economy. https://twitter.com/i/web/status/2019317328739971196 https://twitter.com/i/web/status/2019317328739971196"  
[X Link](https://x.com/BDeveran/status/2019317328739971196)  2026-02-05T07:49Z [---] followers, [----] engagements


"@chlytle33 @WaltLightShed @SriniGopalan Remaining AWS-3 paired Verizon also rumored buyer"  
[X Link](https://x.com/BDeveran/status/2021626497228780005)  2026-02-11T16:44Z [---] followers, [--] engagements


"Spent a few hours today building out the Bridger fleet tracking app. $BAER Last year I was tracking flight activity manuallyglad to finally have this automated. Working on integrating tail numbers from the recent Scoopers + MMA/Air Attack fleet acquisition. Current list may not be comprehensive (some registrations could be outdated)would appreciate a clean sheet from the company with all active tail numbers including the new acquisitions. Flight data via Flightradar24 wildfire data via NIFC. Adding an email client system for live Bridger flight activity through the API. App also has AI"  
[X Link](https://x.com/BDeveran/status/2015590127871922334)  2026-01-26T00:58Z [---] followers, 20.4K engagements


"$ATEX FCC vote to authorize broadband across the full [--] MHz of the [---] MHz band enables ATEXs planned [--] MHz broadband deployment. This materially increases MHz-pop value versus legacy narrowband use driving a balance-sheet-relevant spectrum NAV re-rating. In short: FCC action unlocks ATEXs [--] MHz broadband plan in the [---] MHz band. Spectrum utilization = increased earnings outlook + Higher [---] MHz-pop comps direct spectrum NAV uplift. Common equity value: 490.19M https://twitter.com/i/web/status/2016233000372224141 https://twitter.com/i/web/status/2016233000372224141"  
[X Link](https://x.com/BDeveran/status/2016233000372224141)  2026-01-27T19:33Z [---] followers, [----] engagements


"In my opinion there is a lot of room to go higher here if you underwrite the mark to market value of the spectrum on their balance sheet. Still very early. Spectrum re-ratings have been a theme $SATS $GSAT $VSAT"  
[X Link](https://x.com/BDeveran/status/2016234289503805830)  2026-01-27T19:38Z [---] followers, [---] engagements


"$SATS So let me get this straight there is a 90% chance on Polymarket that SpaceX IPOs in [----] and announcements today that it will likely happen in June of [----]. Echostar has a 2.815% stake in SpaceX at a 400b valuation the anticipated public offering IPO valuation is [---] trillion. So EchoStars stake would in that case be worth est. 42B. The current market cap of EchoStar is: 37.35B So The equity is currently worth less than the soon to be liquid stake for EchoStar in SpaceX. This means: The net cash from the Proforma SpaceX + AT&T deals (6-8B)**** The entire operating business (Boost Mobile"  
[X Link](https://x.com/BDeveran/status/2016534455490351415)  2026-01-28T15:30Z [---] followers, [----] engagements


"Added more $SATS"  
[X Link](https://x.com/BDeveran/status/2016955660596883543)  2026-01-29T19:24Z [---] followers, [----] engagements


"@ACapitalLP @Richard89022768 They could buy a ton of these small cap guys. Intuitive Machines Viasat Redwire etc"  
[X Link](https://x.com/BDeveran/status/2018012144294314311)  2026-02-01T17:22Z [---] followers, [--] engagements


"@ACapitalLP @Richard89022768 Defer 8b in gains & buy controlling stakes in: Intuitive Machines & Redwire etc"  
[X Link](https://x.com/BDeveran/status/2018012782164087113)  2026-02-01T17:25Z [---] followers, [--] engagements


"What we need to find out is who got the shorter end of the stick SpaceX or xAI on combined entity value & dilution"  
[X Link](https://x.com/BDeveran/status/2018440393965081012)  2026-02-02T21:44Z [---] followers, [---] engagements


"$BAER Bridger holding very strong in volatility Great sign imo"  
[X Link](https://x.com/BDeveran/status/2019440035389387126)  2026-02-05T15:56Z [---] followers, [----] engagements


"Haha now somehow we hit $134 yet the NAV per share is even more distorted now. $SATS EchoStar $SATs current valuation is like having a briefcase with $134 in cash and analysts saying "we think it's worth $100" while it trades at $77. EchoStar $SATs current valuation is like having a briefcase with $134 in cash and analysts saying "we think it's worth $100" while it trades at $77"  
[X Link](https://x.com/BDeveran/status/2019440876246671585)  2026-02-05T15:59Z [---] followers, [---] engagements


"@spacanpanman I want to know more about what they're doing with North Carolina on the state level"  
[X Link](https://x.com/BDeveran/status/2019817334807097852)  2026-02-06T16:55Z [---] followers, [---] engagements


"@origoinvest @rediamondjr How do you trade the pair Im not familiar with your game brother. I do know what hyper liquid is"  
[X Link](https://x.com/BDeveran/status/2020092631121031268)  2026-02-07T11:09Z [---] followers, [--] engagements


"Theyre selling dollars for [--] cents on Polymarket NEW IN: Theres now a 44% chance SpaceX closes day [--] of trading above a $2T market cap. This would make Elon Musk a trillionaire. https://t.co/lRlMbfFOQs NEW IN: Theres now a 44% chance SpaceX closes day [--] of trading above a $2T market cap. This would make Elon Musk a trillionaire. https://t.co/lRlMbfFOQs"  
[X Link](https://x.com/BDeveran/status/2020576128205803580)  2026-02-08T19:11Z [---] followers, [---] engagements


"ThesisTheta Once you understand this you stop tweaking over short term moves Insulate your portfolio so that TIME as an outside factor no longer plays as a sell/fear factor to your underlying thesis"  
[X Link](https://x.com/BDeveran/status/2021649701968425085)  2026-02-11T18:17Z [---] followers, [---] engagements


"Vibe coding with Opus [---] fast on American airlines with dog shit GEO Viasat internet is not fun"  
[X Link](https://x.com/BDeveran/status/2021315651789291854)  2026-02-10T20:09Z [---] followers, [---] engagements


"Most investors carry binary theta in their mind a countdown that rarely aligns with the actual timeline for an implied upside move to materialize. Taxes a new house short-term liquidity requirements the list goes on. I typically run [--] months early to the implied catalyst in the names I buy into largely because I gravitate toward special situations and distressed assets. For years I underwrote these outcomes without realizing I had a fundamental process flaw affecting my positioning. Not time to outcome in the security but time as it related to my own personal liquidity requirements. I spent"  
[X Link](https://x.com/BDeveran/status/2021651990107832581)  2026-02-11T18:26Z [---] followers, [---] engagements


"Why would you use HubSpot when you can vibe code it in a few days exactly how your enterprise needs it"  
[X Link](https://x.com/BDeveran/status/2021947528996876530)  2026-02-12T14:00Z [---] followers, [---] engagements


"Beginning coverage on Bridger Aerospace $BAER Bridger Aerospace is a leading domestic aerial firefighting company based out of Montana specializing in wildfire suppression surveillance and intelligence services. Bridger Aerospace was founded by decorated U.S. Navy SEAL veteran Tim Sheehy who served with distinction in combat and carried his battlefield experience home to address Americas wildfire crisis. Recognizing the stark gap between the advanced technology deployed overseas and the outdated tools available for domestic firefighting Sheehy built the company on a mission of service. In"  
[X Link](https://x.com/anyuser/status/1962874651056517194)  2025-09-02T13:45Z [---] followers, [----] engagements


"Disclaimer: This research report is provided for informational purposes only and does not constitute an offer or solicitation to buy or sell any securities including Bridger Aerospace (NASDAQ: BAER). I hold a long position in BAER stock which may present a conflict of interest and influence the views expressed herein. Opinions and projections are based on publicly available information company filings and market data as of September [--] [----] but are subject to change without notice. Forward-looking statements including revenue EBITDA debt reduction and policy impacts involve significant risks"  
[X Link](https://x.com/BDeveran/status/1962875256957252044)  2025-09-02T13:48Z [---] followers, [---] engagements


"Walking through Germany from my office here running the play by plays on $BAER in my head & suddenly I see this what a sign Montana = Bridger Aerospace HQ & Largest Customer State of Montana. 🧘🏻♂"  
[X Link](https://x.com/anyuser/status/1962926595217203495)  2025-09-02T17:12Z [---] followers, [---] engagements


"Interesting tape on $BAER from April to September nearly all price action was short interest unwinding. Shorts quietly exited as the company put up back-to-back good quarters with structural tailwinds and an index recovery adding fuel. Today theres essentially no short interest left. With 17% of the cap locked in blind trusts/insiders BAER is now a by-appointment stock thin book clean tape no synthetic supply. Whats left is asymmetric: multiple legislative and infrastructure tailwinds structural contract visibility and a company whose fundamentals have quietly improved while the float has"  
[X Link](https://x.com/anyuser/status/1963230407916192199)  2025-09-03T13:19Z [---] followers, [---] engagements


"$ATEX looks very attractive here. This is all on spectrum execution [---] MHz is a scarce critical infrastructure layer. Spectrum rights just got repriced higher after the EchoStar / AT&T deal + SpaceX Balance sheet is clean (cash no debt) giving them time to execute. Already booked $100M in contracts with $80M hitting cash this year. $3B potential pipeline still ahead"  
[X Link](https://x.com/anyuser/status/1965008062307094896)  2025-09-08T11:03Z [---] followers, [---] engagements


"Wildfire activity is accelerating in the Midwest with Nevada & Utah now under Red Flag warnings. September will be an important month to watch as conditions evolve. We're tracking all tail numbers for Bridger Aerospace $BAER and will be continuing to provide wildfire coverage as the dry season unfolds"  
[X Link](https://x.com/anyuser/status/1965812942353346632)  2025-09-10T16:21Z [---] followers, [----] engagements


"Intuitive Machines looking very attractive here huge short interest as well Multiple tailwinds incoming through EOY. Sean Duffy is moving fast & signing checks don't underestimate $LUNR"  
[X Link](https://x.com/anyuser/status/1966135258547683404)  2025-09-11T13:42Z [---] followers, [---] engagements


"5/ $BAER The [----] California Catalyst Perfect storm brewing: California's wildfire budget exploded 80% to $18B. Current Canadian contracts expire [----]. Trump's "America First" policies gaining state-level traction especially with recent Wildfire EO. Lets not forget Bridger Aerospace founder Tim Sheehy in Senate pushing for better strategic wildfire emergency services & readiness efficiency. Bridger's USFS deployment timing right now is surgical - they're the American operator saving California communities while the state writes checks to Quebec. The political optics are becoming indefensible"  
[X Link](https://x.com/anyuser/status/1966205851993043173)  2025-09-11T18:23Z [---] followers, [---] engagements


"EchoStar $SATs current valuation is like having a briefcase with $134 in cash and analysts saying "we think it's worth $100" while it trades at $77"  
[X Link](https://x.com/anyuser/status/1966481085363089839)  2025-09-12T12:36Z [---] followers, [----] engagements


"$SATS EchoStar: $74.89 Friday close. 🧵1/ First let's address the obvious: Yes Exec RSUs are dumping They should EchoStar was a dump equity for years. Yes event traders are unwinding. Yes legacy holders are rotating out. But they're selling into one of the most compelling NAV disconnects I've seen in years. 2/ THE TRANSFORMATION: EchoStar killed their $1.3B LEO satellite program (saving $500M/year in CapEx) and executed $42B in spectrum deals. Plus the kicker: SpaceX covers $2B in debt service through [----] eliminating $1.75B annual interest burn immediately on their 24.5b net debt. AT&T close"  
[X Link](https://x.com/anyuser/status/1966800092939133406)  2025-09-13T09:44Z [---] followers, [----] engagements


"$SATS Reuters reports: "EchoStar will have 24B in cash after Spectrum Sales + Debt Payments." EchoStar market cap 21.55b expected proforma cash 24B. Not including ANY remaining assets or enterprise value. Let me clarify: $15.5B in annual revenue = $0 value 15.3M subscribers = $0 value $8.5B SpaceX equity = $0 value Remaining spectrum = $0 value All operating businesses = $0 value MAKE IT MAKE SENSE"  
[X Link](https://x.com/anyuser/status/1967558333037961448)  2025-09-15T11:57Z [---] followers, [----] engagements


"Full equity research report on $SATS EchoStar Thanks X community for sharing additional information helping us blend our updated research especially net proceeds from spectrum post Corp Income Tax + NOL blend & remaining debt service cost to FCF. Material provided by EchoStar at their 'Pioneering What's Next: EchoStar's Vision and Strategy' investor presentation in Paris France. We are very confident in EchoStar currently being very undervalued. However you spin it It is objectively distorted from fair value. I personally will be taking a break from my personal portfolio As we aim to build"  
[X Link](https://x.com/anyuser/status/1967661678662746127)  2025-09-15T18:47Z [---] followers, [----] engagements


"🛫 $BAER Today @Interior and @USDA formally announced implementation plans for the U.S. Wildland Fire Service (USWFS) scheduled to launch in [----]. This initiative aims to unify federal wildfire programs modernize aviation and technology systems and streamline coordination across https://t.co/QrVCHLBrAU Today @Interior and @USDA formally announced implementation plans for the U.S. Wildland Fire Service (USWFS) scheduled to launch in [----]. This initiative aims to unify federal wildfire programs modernize aviation and technology systems and streamline coordination across https://t.co/QrVCHLBrAU"  
[X Link](https://x.com/anyuser/status/1967740238723444861)  2025-09-16T00:00Z [---] followers, [---] engagements


"$SATS Has officially closed the entire SpaceX deal gap. Valuing the company at the same price before 17B in proceeds for AWS-3 Make it make sense. Current market cap 19.99b. Current valuation prices the entire operating business: Sling HughesNet Boost + Dish and remaining assets at $0"  
[X Link](https://x.com/anyuser/status/1968017577201836414)  2025-09-16T18:22Z [---] followers, [----] engagements


"@spacanpanman BOA sell side warned of this"  
[X Link](https://x.com/BDeveran/status/1968314502296002766)  2025-09-17T14:02Z [---] followers, [----] engagements


"$SATS EchoStar finally catching a bid +5%"  
[X Link](https://x.com/anyuser/status/1968347544913842601)  2025-09-17T16:13Z [---] followers, [---] engagements


"$BAER Bridger Aerospace leaseback deal would likely reduce net debt by north of 40% Full report coming soon. Many legislative tailwinds as well that directly benefit Bridger totally at an inflection point very excited to see this one play out"  
[X Link](https://x.com/anyuser/status/1970483471123382734)  2025-09-23T13:40Z [---] followers, [---] engagements


"Our group has a .23% stake in Bridger Aerospace $BAER as of today Continuing to accumulate"  
[X Link](https://x.com/anyuser/status/1970497457617539583)  2025-09-23T14:36Z [---] followers, [---] engagements


"$BAER Now trading below 2x guided [----] Adj. EBITDA as of September 25th [----] (Today) 👉 Market Cap: 95m vs [----] Full Year Adj. EBITDA $48m Crazy Such an under followed name Love covering the company and truly believe in the growth prospects long term. Sucks to see beta bleed such a thin cap equity only like 20k share volume traded today so far. Just vol driven selling by passive index funds on the cap table sucking liquidity to hedge macro risk"  
[X Link](https://x.com/anyuser/status/1971214483704942760)  2025-09-25T14:05Z [---] followers, [---] engagements


"@nejatian @Opendoor OpenDoor since inception as a public co has lost nearly 4b dollars"  
[X Link](https://x.com/BDeveran/status/1972678460716810414)  2025-09-29T15:02Z [---] followers, [---] engagements


"$BAER Showing a pulse today 🚀 Full report on Bridger Aerospace launches Wednesday Aiming to get a meeting w/ mgmt in November in Montana after I get back from Europe"  
[X Link](https://x.com/anyuser/status/1972699990251229443)  2025-09-29T16:28Z [---] followers, [---] engagements


"Lets Go EchoStar $SATS 🛰"  
[X Link](https://x.com/anyuser/status/1972786506654990391)  2025-09-29T22:12Z [---] followers, [---] engagements


"Big move for $BAER + $SATS today Bridger Aerospace report releasing tomorrow as soon as I land in Paris"  
[X Link](https://x.com/anyuser/status/1973482631582134752)  2025-10-01T20:18Z [---] followers, [---] engagements


"@TrendSpider All OpenDoor is good at is burning money net negative 3.5B dollars since public co inception. Lets not forget this is a [----] SPAC"  
[X Link](https://x.com/BDeveran/status/1974107210302304258)  2025-10-03T13:40Z [---] followers, [----] engagements


"@Restructuring__ Schwartz loves his Jersey Mike reels"  
[X Link](https://x.com/BDeveran/status/1974582572027093440)  2025-10-04T21:09Z [---] followers, [----] engagements


"🧵 $SRTA Strata Medical Trading Below Joby Deal Highs Despite Transformative Keystone Acquisition You could buy $BLDE at $4.80 on the morning of the Joby deal. Today you can buy $SRTA at $4.93 now with: ✅ Accretive M&A complete ✅ Joby common equity received ✅ Path to profitability clear Let me explain the setup. Near-term noise: Strata is getting hit by asset value impairment from Joby's common stock issuance yesterday. We don't have visibility on the specific tranche has it been sold This is temporary mark-to-market pressure NOT a fundamental issue. The market is missing the bigger picture"  
[X Link](https://x.com/anyuser/status/1976240837710192970)  2025-10-09T10:58Z [---] followers, [----] engagements


"$BAER The US Government is deploying frameworks laws and extending federal/state resources to treat wildfire fighting the same way we fight wars. Bridger Aerospace is at the forefront of this inflection point and it's happening right in front of us. From the air to the ground systems are being deployed to connect agencies contractors and ground forces into one unified fighting force. Bridger Aerospace just completed its first field mission in Texas doing exactly that: "Yesterday our Multi-Mission team completed its first Sensor-Enhanced aerial firefighting mission in Texas livestreaming"  
[X Link](https://x.com/anyuser/status/1976992946760163568)  2025-10-11T12:47Z [---] followers, [----] engagements


"Update on FMS/BAER Research Report: We've revised the report to remove two sections that speculated on specific contract types FMS Aerospace might bid for related to Space Command and Golden Dome programs. What we removed: Sections that outlined potential contract opportunities based on my interpretation of program needs rather than publicly announced RFPs or solicitations by Space Command or Golden Dome. While FMS has relevant capabilities in aircraft modifications sensor integration and flight test engineering I was making informed assumptions about use cases that haven't been confirmed. It"  
[X Link](https://x.com/anyuser/status/1977711748107936184)  2025-10-13T12:23Z [---] followers, [----] engagements


"$BAER Also worth highlighting from FMS Aerospace: The WC-135 contract is particularly notable: this is not routine aircraft maintenance. The WC-135 fleet requires Top Secret clearances handles nuclear detection missions and demands the ability to reverse-engineer and modernize decades-old systems that can no longer be sourced from original manufacturers. In our opinion This proven capability in mission-critical defense work positions FMS to compete for complex Space Command and Golden Dome-related opportunities."  
[X Link](https://x.com/anyuser/status/1977713689709957161)  2025-10-13T12:31Z [---] followers, [---] engagements


"I will be speaking with management soon I wonder why doesn't Bridger's IR share these contract wins that FMS is receiving This is a huge contract win regardless of size and shows Bridger's versatility outside of aerial wildfire"  
[X Link](https://x.com/BDeveran/status/1977717869438758917)  2025-10-13T12:47Z [---] followers, [---] engagements


"$BAER - It Gets Even More Interesting: The FF72 Strategic Partnership with FMS - Why Didn't IR Announce This On March [--] [----] Bridger announced a strategic partnership with Positive Aviation designating Bridger as the exclusive North American launch customer for the FF72 amphibious water-scooping aircraft with an initial order of [--] aircraft plus options for [--] more [--]. In September [----] FMS's contract award for the flight test engineering work was never announced by Bridger IR - we only found it on FMS's LinkedIn [--]. Here's the complete announcement: "Huntsville Alabama FMS Aerospace A"  
[X Link](https://x.com/anyuser/status/1977722723657810047)  2025-10-13T13:06Z [---] followers, [----] engagements


"Great research by @transhumanica on EchoStar so undervalued. Nav/PS arbitrage is not easy to find Will take the market sometime to digest proforma cash & SpaceX equity appreciation. I personally have 5.4k shares I hope Verizon buys the AWS-3 block soon. Some have mentioned meaningful impairment value to the AWS-3 spectrum will be interesting to see how it plays out. Citi Bank added them to their [--] Day Catalyst Watch as reported by TipRanks. https://www.tipranks.com/news/the-fly/citi-opens-upside-90-day-catalyst-watch-on-echostar-thefly"  
[X Link](https://x.com/anyuser/status/1977726332004872632)  2025-10-13T13:21Z [---] followers, [----] engagements


"There were so many chances to buy $ASTS but my contrarian mind wouldn't let me. I remember seeing it below $20 in Jan Even a month ago I loaded EchoStar for a 500k position when I could have bought that inversion dip on ASTS at like $34 that was only a month ago. Congrats to all in this"  
[X Link](https://x.com/anyuser/status/1977839877338067093)  2025-10-13T20:52Z [---] followers, 21.1K engagements


"I even had a huge position in Viasat Est. $800k value in Jan at like $8.60 P/S and had a bunch of signal on ASTS with the whole Ligado spectrum deal when I was thumbing through Inmarsat before it was even widely known by the Space mob I knew ASTS had legs. Coulda shoulda woulda Still wish I didn't cut Viasat early as well that position would be worth like 3.5M+ today. [----] has been an good year beating benchmark but underperforming historically many lessons learned. Missed out on a lot of opportunity cost this year. The lessons learned in the equity market only maker you wiser smarter"  
[X Link](https://x.com/BDeveran/status/1977843079584289096)  2025-10-13T21:05Z [---] followers, [----] engagements


"$BAER Bridger Aerospaces subsidiary FMS Aerospace makes the antenna mount for IFC on the Air Forces KC-135 that is outfitted for MILSATCOM from Viasat & Starlink. There is estimated [---] KC [---] currently in service from what I could find. Small part but very cool CNC machinery for a military application. Cool little tid bit"  
[X Link](https://x.com/anyuser/status/1978233762283770331)  2025-10-14T22:57Z [---] followers, [----] engagements


"It's always nothing at all then all at once. Change your timeframe think longer and be patient. Never let theta decay kill your long-term thesis. Let things play out. You never know what larger liquidity is following your trade. In many cases dark pool volume moves into positions without being visible. Watch volume on down days. Above-average volume on red days That's institutional inflow liquidity grabs and deviation from range-bound channels as big money averages in. Might take [--] months might take a year. Inversion momentum liquidity not flowing into your name as broad indexes rise Wait."  
[X Link](https://x.com/BDeveran/status/1978486857643032817)  2025-10-15T15:43Z [---] followers, [---] engagements


"@HustleBitch_ It is faster than on the ground connection to mno provider. D2D will be game changer"  
[X Link](https://x.com/BDeveran/status/1978600642865180701)  2025-10-15T23:15Z [---] followers, [----] engagements


"$BAER Interesting findings from continued due diligence for Bridger Aerospace Hiring activity via Senior/Staff Platform Engineer Senior/Staff Full-Stack Web Engineer Mobile Engineer (iOS) As well as other active job listings most recently [--] hrs ago: "Program and Contracts Analyst" interesting as well. All Belgrade Montana. All senior-level positions for Ignis platform. Recent ops activity: October [--] [----] - Texas Live Mission: Bridger public statement: "Yesterday our Multi-Mission team completed its first Sensor-Enhanced aerial firefighting mission in Texas livestreaming real-time intel to"  
[X Link](https://x.com/anyuser/status/1979188686462845067)  2025-10-17T14:12Z [---] followers, [----] engagements


"Look at @LastBearStandng for a great report on financial picture & a lot of other great bits of research on budget increase windfalls etc Other than that I would look deeper into FMS Aerospace & massive their contract vehicles w/ Navy / Air Force etc. Most recently Ive been looking at their post a few months back relating to drone demonstrations for the US Navy you can find the post on their LinkedIn. They met with NAVY leadership: SKIRON-X military UAS and Baron 58C they'd outfitted demonstrating capability to support "next-gen Naval tech flight test operations." FMS holds pre-competed"  
[X Link](https://x.com/anyuser/status/1979322238378668313)  2025-10-17T23:02Z [---] followers, [--] engagements


"As per @LastBearStandng (Follow his substack for full report) this gives a clear picture on equity play. $BAER Financial Progression: FY 2023: $66.71M revenue -$43.44M EBITDA FY 2024: $98.61M revenue $24.84M EBITDA FY [----] (guided): $110M revenue $42-48M EBITDA Year-over-Year Growth: 20232024: Revenue +48% EBITDA +$68.28M improvement 20242025: Revenue +12% EBITDA +$17-23M improvement (+68-93%) Equity Implication per @LastBearStandings framework: Every $3.6M of incremental EBITDA = $1.00 of share price appreciation [--------] guided improvement: $20M (at midpoint) Pref is an overhang if Co"  
[X Link](https://x.com/anyuser/status/1979451165436973358)  2025-10-18T07:35Z [---] followers, [----] engagements


"Potential catalysts that come to mind: FMS defense contracts / backlog revenue what are they working on with the Navy related to drones Europe super scooper fleet IGNIS New state contracts for aerial wildfire support DOI / USFS new contracts with budget increase windfall Etc. Excited to see whats to come"  
[X Link](https://x.com/BDeveran/status/1979452221516357643)  2025-10-18T07:39Z [---] followers, [---] engagements


"$BAER The Preferred/Debt Overhang: This is true distressed investing. The Capital Stack Reality: Senior bonds: 11.5% coupon mature Sept [----] callable Sept [----] Series A Preferred: $387M face accrues 7% 9% 11% convertible at $11.00 matures [----]. Held by Barings/Martello Re. Warrants: 26.65M at $11.50 strike = $306M proceeds if exercised Common: 55M shares @ $1.60 = **$89M market cap** Hence why the equity trades as a stub. What We Know Works: FY23FY25: Revenue $67M$110M EBITDA -$43M$45M (midpoint) Thats $88M EBITDA swing in [--] months Per @LastBearStandng: hypothetically speaking every $3.6M"  
[X Link](https://x.com/anyuser/status/1979475023598641445)  2025-10-18T09:09Z [---] followers, [----] engagements


"@spacanpanman Anpmann is such a beast leading public IR for a 25B public co"  
[X Link](https://x.com/BDeveran/status/1981385186484080834)  2025-10-23T15:40Z [---] followers, [---] engagements


"$BAER Bridger Aerospace Completes $49 Million Sale-Leaseback 👉🏼 Est. Net proceeds 46m deal announced after hrs today https://markets.ft.com/data/announce/detaildockey=600-202510281616PR_NEWS_USPRX____NY09498-1 https://markets.ft.com/data/announce/detaildockey=600-202510281616PR_NEWS_USPRX____NY09498-1"  
[X Link](https://x.com/anyuser/status/1983297904464085020)  2025-10-28T22:20Z [---] followers, [---] engagements


"$BAER Expected to report a gain on sale in Q4 [----] I like this reporting strategy which will blend some seasonality risk + w/ FMS optionally for defense work as well. Also interesting commentary from CEO Sam Davis 👇🏼 We aim to set the standard for efficiency and safety in aerial firefighting and to innovate and deploy the most advanced technology in our industry added Davis. With a strengthened balance sheet we can acquire aircraft needed to support new contracts with state federal and military contractors while delivering on our mission to protect lives property critical infrastructure and"  
[X Link](https://x.com/anyuser/status/1983486409601077373)  2025-10-29T10:49Z [---] followers, [---] engagements


"$BAER - What's Happening With Today's Volume Let me explain the actual float situation because today's trading is absolutely wild Common Equity Total Shares Outstanding: 55.53M Tim Sheehy (Founder/Senator) Holdings: Blind trusts: 6.99M shares Donor-advised fund: 2.19M shares Total locked: 9.18M shares (16.5% of company) Highly unlikely that these are being traded (locked in blind trusts) + US Senate ethics committee oversight. Actual Tradeable Float: 55.53M total - 9.18M Sheehy locked = 46.35M shares But realistically: Subtract long-term institutions ie. Black Stone: est. 10-15M Subtract"  
[X Link](https://x.com/anyuser/status/1983572515122298898)  2025-10-29T16:31Z [---] followers, [----] engagements


"$BAER How the stock is flat on the day makes zero sense to me. Share price was up 60% in the pre market then a 45% drop from $2.65 high to $1.45 in the first hour open. Fair value has soared w/ the news proforma Bain + lease-back deal + expected Q3 results"  
[X Link](https://x.com/BDeveran/status/1983574868961394776)  2025-10-29T16:41Z [---] followers, [---] engagements


"$BAER - Final Thoughts on Yesterday's Volume A majority of the liquid float traded yesterday in premarket through broker block trades and dark pool off-exchange order flow. Mechanically this is very bullish. Why There are only a few players on the cap table that could even facilitate such an exchange. Sophisticated block trades are a sign of institutional participation - not retail panic or algo noise. The key insight: whoever was looking for exit liquidity is now gone. That means less algo-induced sell pressure from whichever undisclosed highly influential common equity holder had control"  
[X Link](https://x.com/anyuser/status/1983915791432003763)  2025-10-30T15:15Z [---] followers, [---] engagements


"$SATS EchoStar looking clean for a breakout unusual call option activity reported & volume picking up. Since I own it though its probably nothing 😆 (I have [----] shares)"  
[X Link](https://x.com/anyuser/status/1984330052041879797)  2025-10-31T18:42Z [---] followers, [----] engagements


"EchoStar is still disgustingly undervalued"  
[X Link](https://x.com/BDeveran/status/1986409037307547924)  2025-11-06T12:23Z [---] followers, [---] engagements


"Both EchoStar $SATS and Bridger Aerospace $BAER executed flawlessly against their near term catalystsand yet the market completely ignored the value creation. Really disappointing"  
[X Link](https://x.com/anyuser/status/1986455949712761293)  2025-11-06T15:29Z [---] followers, [---] engagements


"Bridger Aerospace $BAER reported a record third quarter ended September [--] [----] with Q3 revenue $67.9M and Q3 net income $34.5M (up 26% vs. 2024). Ninemonth revenue was $114.3M (up 38% YoY) and Adjusted EBITDA was $54.8M yeartodate. The company closed a $49M saleleaseback and a $331M financing package in late October to fund fleet expansion and liquidity. Management reaffirmed reaching the high end of [----] Adjusted EBITDA guidance ($42M$48M) and raised fullyear revenue expectations to $118M$122M. Cash and equivalents were $55.1M as of Sept. [--] [----]. Boom"  
[X Link](https://x.com/anyuser/status/1986541209041396210)  2025-11-06T21:08Z [---] followers, [----] engagements


"Respectfully When will the market give Bridger some respect I am tired of this"  
[X Link](https://x.com/anyuser/status/1986541782537281917)  2025-11-06T21:10Z [---] followers, [---] engagements


"Got to love it I am the only person in the waiting room / webcast for the ER report. When will people wake up and put some respect on $BAER 🔥"  
[X Link](https://x.com/anyuser/status/1986543633793732971)  2025-11-06T21:18Z [---] followers, [---] engagements


"So Elon Musk just suggested taking SpaceX public. Realistically it's a 1T IPO easily. You can play this w/ $SATS that now has roughly a 2.8% stake in SpaceX at a tender 400b September [----] valuation. EchoStar is trading far below in NAV sum of parts AS IS & doesn't price in any SpaceX valuation increase optionality IMO the likelihood of SpaceX going public odds just increased significantly in the near future (12-18 months)"  
[X Link](https://x.com/anyuser/status/1986592582454083848)  2025-11-07T00:32Z [---] followers, [----] engagements


"$BAER Best earnings EVER as a company up 18% in after hours. Opens today FLAT Faded AGAIN. Personally all out of near term catalysts now: - 49m hanger lease-back complete - 331.5m ReFi - 100m credit facility for fleet expansion - Record breaking earnings: Q3 revenue $67.9M and Q3 net income $34.5M - Positive signal from subsidiaries: FMS + IGNIS Literally everything possible tailwind / catalyst has hit and yet the price has only gone down / sideways. Every time fades. Taking a break from covering companies for now eventually they'll let this thing ride. Lots of institutional accumulation as"  
[X Link](https://x.com/anyuser/status/1986815367742689352)  2025-11-07T15:17Z [---] followers, [----] engagements


"Much more homework to do on Bridger Aerospace as listed in their IR page there are [--] total subsidiaries. Three bioenergy subsidiaries that stick out: [--]. Ensyn BioEnergy Canada Inc. [--]. AE Cte-Nord Canada Bioenergy Inc. [--]. Whitepeak BioEnergy LLC (Likely holding co for interests in Ensyn / AE) Wondering if Blackstone had anything to do w/ this. What I found through preliminary research: On May 28th [----] Boeing committed $10M CAD to a project involving Bioenergie AECN: "$10 million CAD for Project Avance A joint venture between Bioenergie AECN and Alder Renewables in Port Cartier Quebec to"  
[X Link](https://x.com/anyuser/status/1987206304641822857)  2025-11-08T17:11Z [---] followers, [----] engagements


"I will be asking new questions to $BAER Bridger IR this week anyone else have anything question wise that you'd like for me to consider including 👇 lmk Much more homework to do on Bridger Aerospace as listed in their IR page there are [--] total subsidiaries. https://t.co/IKpmB0TS2B Three bioenergy subsidiaries that stick out: [--]. Ensyn BioEnergy Canada Inc. [--]. AE Cte-Nord Canada Bioenergy Inc. [--]. Whitepeak BioEnergy LLC Much more homework to do on Bridger Aerospace as listed in their IR page there are [--] total subsidiaries. https://t.co/IKpmB0TS2B Three bioenergy subsidiaries that stick out:"  
[X Link](https://x.com/anyuser/status/1987895987080147360)  2025-11-10T14:51Z [---] followers, [----] engagements


"Est 50% Gross Margin business folks any fleet expansion is highly accretive for both attack/suppression and surveillance. Surveillance segment is growing big time I see all [--] Spain scoopers being positioned to the US in [----] + More Kodiak / King acquisitions for ground to air (IGNIS + ISR installed via FMS) Massive IDIQs to grow into w USFS + DOI + various states & large windfall of budget increase in the billions starting in [----]. Bain gave them a 100m capital facility for fleet expansion. Existing balance sheet leverage reduced significantly ready for next stage of growth. There is no"  
[X Link](https://x.com/anyuser/status/1988981587191480810)  2025-11-13T14:45Z [---] followers, [----] engagements


"Distressed = No more. Turn around = In motion. Liquidity is already there the question before was how do they grow that concern is gone. Equity captures any and all EBITDA growth + EV value through net debt reduction Ie. Campus leaseback 49m + 53m Cash/EQ + blended 19m net income [----] 9m trailing through EOY on 210m restructured debt via Bain"  
[X Link](https://x.com/anyuser/status/1988982875421647187)  2025-11-13T14:50Z [---] followers, [---] engagements


"@unusual_whales OpEx cut for CapEx ramp what is Verizon going to be buying"  
[X Link](https://x.com/anyuser/status/1989017509098312068)  2025-11-13T17:08Z [---] followers, [----] engagements


"@angrybeardJV @CFBKings Bro what Pac12 defense. Come on"  
[X Link](https://x.com/BDeveran/status/1989134002629091697)  2025-11-14T00:51Z [---] followers, [---] engagements


"Am I the only one who sees this $SATS If Verizon closes the AWS-3 [--] MHz spectrum deal (reported $9.8B) EchoStar ends up with $20B net cash on a $20B market cap while still holding $11.1B in SpaceX equity The entire operating business (Boost HughesNet Sling Dish) and the rest of its spectrum. Yesterday Verizon reported a 20k-person layoff + in early Oct Verizon appointed new leadership w/ new CEO Dan Schulman. Looks a lot like OpEx reduction to improve FCF w/ anticipated debt service in anticipation for this transaction Open to opinions Why isn't the equity pricing this optionality"  
[X Link](https://x.com/anyuser/status/1989319149839860115)  2025-11-14T13:06Z [---] followers, [----] engagements


"@CBSSportsCFB He was going to Skyler the pass was tipped. Bad commentary by the announcer"  
[X Link](https://x.com/BDeveran/status/1989755963252122025)  2025-11-15T18:02Z [---] followers, [---] engagements


"@majgeoinvesting $BAER"  
[X Link](https://x.com/anyuser/status/1990170249979940972)  2025-11-16T21:28Z [---] followers, [---] engagements


"Nope Look up the Artemis Accordsthey're a separate agreement from the [----] Outer Space Treaty. Signed by over [--] countries as of [----] the Accords establish mutual understanding among nations that respect each other's right to extract resources and maintain operational sovereignty over sites where they're actively working. Unlike the Outer Space Treaty which prohibited national appropriation of celestial bodies the Artemis Accords create a framework for commercial mining and territorial claims around operational zones. This will be incredibly important as the US lays claim to the Moon Mars and"  
[X Link](https://x.com/BDeveran/status/2012981803280191964)  2026-01-18T20:13Z [---] followers, [--] engagements


"@ACapitalLP @Richard89022768 I disagree I think EchoStar has a future post IPO. Spec: Particularly if they qualify for the [----] Perhaps a foreseeable hostile takeover of another public co"  
[X Link](https://x.com/BDeveran/status/2018011440716620044)  2026-02-01T17:19Z [---] followers, [---] engagements


"@business Typical vague FUD"  
[X Link](https://x.com/BDeveran/status/2018373868851732932)  2026-02-02T17:20Z [---] followers, [---] engagements


"@mdotjacks25 @DeItaone Sure but its not in the same bucket as Rivian"  
[X Link](https://x.com/BDeveran/status/2018471009276608823)  2026-02-02T23:46Z [---] followers, [---] engagements


"I like $FLOC here Flowco already serves [--] of the top [--] US oil producers with artificial lift and production optimization technology - exactly whats needed to rehabilitate Venezuelas degraded fields. When Chevron Exxon and others move into Venezuela to restart production theyre bringing their existing service providers with them. At $19 the stock is priced purely for Permian exposure with zero optionality for a generational reopening of the Western Hemispheres largest oil reserves. The market hasnt connected the dots yet. https://twitter.com/i/web/status/2007519311619899725"  
[X Link](https://x.com/BDeveran/status/2007519311619899725)  2026-01-03T18:27Z [---] followers, [---] engagements


"My prediction: The Space basket will change as more space private companies become public. Just because you are an LEO service provider doesn't mean you fit the deep space basket. Intuitive Machines obviously is on par If you believe in industrialization on the moon they're pretty poised. Would love to see them break out of just being a NASA Top [--] contractor and figure out how to scale commercially and also create strong organic growth. All Intuitive does is hit the ATM buy private companies and pay down debt service with iffy guidance. https://twitter.com/i/web/status/2012982739901837380"  
[X Link](https://x.com/BDeveran/status/2012982739901837380)  2026-01-18T20:17Z [---] followers, [--] engagements

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