#  @Bow27B Bow27B Bow27B posts on X about $aspi, $pgy, $asts, $zeta the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours. ### Engagements: [--] [#](/creator/twitter::1661530227263111168/interactions)  - [--] Week [---] -93% - [--] Month [-----] +43% - [--] Months [----------] +91% - [--] Year [----------] +5,416,462% ### Mentions: [--] [#](/creator/twitter::1661530227263111168/posts_active)  - [--] Month [--] -87% - [--] Months [---] +1,920% - [--] Year [---] +3,433% ### Followers: [------] [#](/creator/twitter::1661530227263111168/followers)  - [--] Week [--] +14% - [--] Month [--] +14% ### CreatorRank: undefined [#](/creator/twitter::1661530227263111168/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [cryptocurrencies](/list/cryptocurrencies) [countries](/list/countries) [technology brands](/list/technology-brands) **Social topic influence** [$aspi](/topic/$aspi), [$pgy](/topic/$pgy), [$asts](/topic/$asts), [$zeta](/topic/$zeta), [gas](/topic/gas), [in the](/topic/in-the), [acquisition](/topic/acquisition), [business](/topic/business), [target](/topic/target), [future](/topic/future) **Top accounts mentioned or mentioned by** [@sunvmikey](/creator/undefined) [@spacanpanman](/creator/undefined) [@mindwalletbody](/creator/undefined) [@aspicommunity](/creator/undefined) [@catseapex](/creator/undefined) [@aspisotopes](/creator/undefined) [@wealthmatica](/creator/undefined) [@pkfund](/creator/undefined) [@mountaingoatcap](/creator/undefined) [@albiecilliers](/creator/undefined) [@vlmkapital](/creator/undefined) [@aktienakademie](/creator/undefined) [@thefinchcapital](/creator/undefined) [@matt_nealy](/creator/undefined) [@tottaway22](/creator/undefined) [@redrum2001](/creator/undefined) [@kevinlmak](/creator/undefined) [@thekookreport](/creator/undefined) [@hiteshkar](/creator/undefined) [@youracc54783700](/creator/undefined) **Top assets mentioned** [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Pagaya Technologies Ltd. Class A Ordinary Shares (PGY)](/topic/$pgy) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [ZetaChain (ZETA)](/topic/$zeta) [MobileCoin (MOB)](/topic/$mob) [Skyline Builders Group Holding Limited (SKBL)](/topic/$skbl) [GrokCoin (GROKCOIN)](/topic/grok) [Dave Inc. (DAVE)](/topic/$dave) [Nano (XNO)](/topic/$nano) [GigaCloud Technology Inc (GCT)](/topic/$gct) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Iris Energy Limited (IREN)](/topic/$iren) ### Top Social Posts Top posts by engagements in the last [--] hours "@spacanpanman Do you have a good calculation for the effective dilution. From Grok I seem to be getting a conflicting answer on the share price for when the $44.98 call cap kicks in - is it $44.98 or the 1/22/ [----] Closing price ($22.49) plus $44.98 or $67.47" [X Link](https://x.com/Bow27B/status/1882431998268182533) 2025-01-23T14:15Z [--] followers, [---] engagements "@spacanpanman Isn't the key to the deal that ASTS can simply repay the bonds in cash instead of issue shares prior to 12/1/2031 So if the company is correct in its cash generation and market cap/share price is $45 it could offer shares through an ATM and repay the bonds" [X Link](https://x.com/Bow27B/status/1882432715460600007) 2025-01-23T14:18Z [--] followers, [---] engagements "@CatSE___ApeX___ @SurfShopCapital @tottaway22 Accept that delay can be affected by the launch provider availability. But ASTS has not released any information on the cause of the delay - right now everything is speculation. Delay could be due to the FM1 redesign/satellite not being ready and lack of FCC approval" [X Link](https://x.com/Bow27B/status/1913928585867362483) 2025-04-20T12:11Z [--] followers, [--] engagements "@redrum_2001 Thanks for the excellent work. The FirstNet STA terminates on 9/5/2025 and FirstNet FY2025 ends 9/30/2025. So if FirstNet is planning to allocate any portion of its FY2025 $545M capital budget for network expansion to ASTS then the contract would likely be signed by 9/30" [X Link](https://x.com/Bow27B/status/1917927167209415051) 2025-05-01T13:00Z [--] followers, [---] engagements "@tottaway22 Back when Inmarsat filed the objection to the Plan I speculated that ASTS would have to make good on the $200M difference between the proposed payment of $350M on the Inmarsat agreement and the $550M default amount and speculated that Blue Origin would be the strategic investor" [X Link](https://x.com/Bow27B/status/1930247434971611581) 2025-06-04T12:57Z [--] followers, [--] engagements "@PendragonUSA @kyledcheney The let each state decide if and how it wants to fund Planned Parenthood" [X Link](https://x.com/Bow27B/status/1942643910855254491) 2025-07-08T17:56Z [--] followers, [--] engagements "@CatSE___ApeX___ Isn't SpaceX planning on using the additional capacity to launch its own satellites hedging against Starship availability ASTS would have to complete satellites at a faster rate than current to take advantage of any SpaceX near term capacity" [X Link](https://x.com/Bow27B/status/1965036288916271130) 2025-09-08T12:55Z [--] followers, [---] engagements "@KevinLMak @thekookreport Spectrum wars reflect emotion driving supply and demand and asymmetric conversion of data to insight. Musk acquires spectrum - emotion=Starlink crushes ASTS price drops. Asymmetrical insight is understanding Echostar spectrum won't be used for 2-3 years price gradually rises" [X Link](https://x.com/Bow27B/status/1971557088020271585) 2025-09-26T12:46Z [--] followers, [--] engagements "@KevinLMak @thekookreport Ligado approval. Asymmetric insight-approval expected. Emotion-ASTS can utilize ahead of Starlink and gain competitive advantage price rises. Move was combination of [--] related asymmetric insights magnifying impact. Price backing down" [X Link](https://x.com/Bow27B/status/1971557794600964486) 2025-09-26T12:49Z [--] followers, [--] engagements "@dlandre @Gwynne_Shotwell Dave in a few months you can experience ASTS satellite coverage (text voice data) through either AT&T or Verizon. Initially using low wavelength spectrum which propagates through obstacles (trees buildings) - no direct line of site required" [X Link](https://x.com/Bow27B/status/1974118641466855639) 2025-10-03T14:25Z [--] followers, [--] engagements "@spacanpanman @hiteshkar Seeing lots of activity in the AI infrastructure area. Interested if any on the board have an opinion on SMTK (innovative semi technology for power management) reverse merger with Jericho Energy (OK oil and gas assets and access to power and water)" [X Link](https://x.com/Bow27B/status/1979167791862182171) 2025-10-17T12:49Z [--] followers, [---] engagements "@PK_Fund You reference [--] sats launching mid year with Blue Origin. Think you are missing the [--] SpaceX launches of [--] sats each in mid year. Blue Origin may not launch until late Q3-Q4/2025. A wild card is the availability of the ASIC chips - delay until early Q3 to increase sat performance" [X Link](https://x.com/Bow27B/status/1891209016199537035) 2025-02-16T19:32Z [--] followers, [--] engagements "@spacanpanman Wondering about the credit risk/fraud impact on PGY. With First Brands appears a lot of collateral was pledged to multiple loans. Does PGY provide fraud prevention service e.g. searchable collateral database supporting each loan with collateral de-duping" [X Link](https://x.com/Bow27B/status/1979170450530803768) 2025-10-17T12:59Z [--] followers, [---] engagements "@hiteshkar @spacanpanman Thanks for the view - financing is the key with any early stage company. I wouldn't take a stake until after the terms of the merger and the financing plan are better defined. See similarities to IREN (have a stake) but not renewables oriented on the energy side" [X Link](https://x.com/Bow27B/status/1979579704933040157) 2025-10-18T16:05Z [--] followers, [--] engagements "@spacanpanman From the price action & volume today seems to be more than hedging pressure and market malaise. Hope that this deal closes w/overallotment so that ASTS doesn't have to enter the financing market again for any reason until the launch cadence is well under way or very costly" [X Link](https://x.com/Bow27B/status/1981043715486499042) 2025-10-22T17:03Z [--] followers, [---] engagements "@spacanpanman In $PGY. Great signs for earnings and strong future guidance but the market is shunning fintech and consumer lending especially companies that are playing in the bottom 25% income bracket of borrowers due to rising default rates e.g. sub-prime autos at [----] levels. Thoughts" [X Link](https://x.com/Bow27B/status/1985357116635337111) 2025-11-03T14:43Z [--] followers, [---] engagements "@mountaingoatcap Really appreciate your posts on $PGY. Seems to be a market avoidance of fintech and lenders in consumer loans given rising default rates (e.g. subprime auto near [----] levels - with higher risk segment above 2009). Can $PGY overcome market sentiment" [X Link](https://x.com/Bow27B/status/1985372619848265909) 2025-11-03T15:44Z [--] followers, [---] engagements "@YourAcc54783700 @Joonzzy @mountaingoatcap Aware of their prior risk ownership. Seems that $PGY is now able to shift more tiers of high risk to ABS investors for higher spreads which is a good sign. All business is relative but low end of consumer risks a hard stop on lending/investing" [X Link](https://x.com/Bow27B/status/1985380794245025879) 2025-11-03T16:17Z [--] followers, [---] engagements "@YourAcc54783700 @Joonzzy @mountaingoatcap Want to drill into these metrics-research sources welcome. While PGY screens all loan applications they receive the initial rejections for further evaluation and loans. These are likely the "hidden primes" or bottom 25% and they are taking risk on a %-cause of near downfall" [X Link](https://x.com/Bow27B/status/1985481345003397419) 2025-11-03T22:56Z [--] followers, [--] engagements "@justaaaaaas @spacanpanman $PGY is taking the biggest risk on initially rejected apps and this is the "hidden primes" and likely bottom 25-33% of consumer credit risk. Current subprime default rates are a good proxy. If market goes south all lending shut off except primes" [X Link](https://x.com/Bow27B/status/1985482045569515625) 2025-11-03T22:59Z [--] followers, [---] engagements "@TheRonnieVShow While $ZETA had solid Q3/2025 earnings I have been unimpressed with the static gross margin and don't see how they can achieve accelerated share price growth given the revenue growth forecast (22-24%/year). Also the company has very high stock compensation expense. Thoughts" [X Link](https://x.com/Bow27B/status/1986205273057378622) 2025-11-05T22:53Z [--] followers, [---] engagements "@spacanpanman My one comment on the article is the closing line "The listing could value QLE higher than the convertible note the person said." At the end of the QLE IPO ASPI is projected to be a 60% equity holder of QLE due to desired business model tech/operations synergies" [X Link](https://x.com/Bow27B/status/1986882464682222024) 2025-11-07T19:44Z [--] followers, [---] engagements "@SunvMikey Holder in $ZETA and think they can grow the revenue substantially but not seeing a lot of leverage in the gross margin that would give explosive share price growth. Like the recent acquisition to grow EMEA. Thoughts" [X Link](https://x.com/Bow27B/status/1987543910688981375) 2025-11-09T15:32Z [--] followers, [--] engagements "@spacanpanman Agree. There is an overhanging bias against personal lending due to economy divergence between the "haves" and "have nots". $PGY purpose is to find the favorable risk borrowers relative to FICO predictions. Product works. Now need investors with courage to invest and patience" [X Link](https://x.com/Bow27B/status/1987976953924907440) 2025-11-10T20:13Z [--] followers, [---] engagements "@SunvMikey Didn't see any analysis on capital requirements to execute the plan funding sources and timing and dilution. Don't think the recent $241M offering gets them to the promised land but gets them to launch the medical isotopes business in earnest with some Si28 to determine TAM" [X Link](https://x.com/Bow27B/status/1992228619368759307) 2025-11-22T13:48Z [--] followers, [--] engagements "@MarshallDActual @SpeakerJohnson Learn a little Constitutional law. Takes only a majority in the House but [--] Senators (60%) to take action. Just as the Dem Senators voted to keep the government closed they also vote to prevent enforcement of fraud" [X Link](https://x.com/Bow27B/status/1992234001936048292) 2025-11-22T14:09Z [--] followers, [--] engagements "@BraddrofliT Data is conclusive - manufacturers or foreign governments are eating most of the tariff costs. Rate of cost increase much lower under Trump than Biden. New peer reviewed study shows tariffs actually reduce rate of cost growth" [X Link](https://x.com/Bow27B/status/1993336023494094910) 2025-11-25T15:08Z [--] followers, [--] engagements "@spacanpanman 3D printing has been a tough space. Lots of traction in prototyping but mainstream manufacturing has been elusive. Just in time part replacement is gaining traction in DoW and aerospace. High end competition is Mark Forged unit of $NANO. Pure ROIC sale" [X Link](https://x.com/Bow27B/status/1998782026355270024) 2025-12-10T15:49Z [--] followers, [--] engagements "@cesarsroy I think the biggest risk with $ASPI is that it is an immature company and appears to be trying to do too much in too many areas too fast. Uncomfortable with the lack of specificity in a number of areas where public disclosure/confidentiality is not an issue. Needs to focus" [X Link](https://x.com/Bow27B/status/1999154655440282083) 2025-12-11T16:29Z [--] followers, [---] engagements "@AspiCommunity $ASPI disclosed that it shipped the Si28 for testing and commercial deliveries in 1H/2026 but did not disclose the date on which the current customer(s) are expected to completed testing. Anyone have any info on the expected completion date of testing - this is a key milestone" [X Link](https://x.com/Bow27B/status/1999191266009952616) 2025-12-11T18:55Z [--] followers, [---] engagements "@Mindwalletbody @RedChip @ASPIsotopes $ASPI completed a $241.8M raise at $12.25/share on October [--] [----]. However there is very little information from management on budgeted CAPEX/OPEX across all the projects or milestones to be achieved and when" [X Link](https://x.com/Bow27B/status/2000587327538708894) 2025-12-15T15:22Z [--] followers, [---] engagements "@Mindwalletbody @RaymondDuck6 South Africa HALEU plant approval. Since $ASPI trades as a U/nuclear stock this will most affect stock price. 2d is positive commercial test results for Si28. There will be immediate demand for Si28 to start testing for HPC" [X Link](https://x.com/Bow27B/status/2000628906106233269) 2025-12-15T18:07Z [--] followers, [---] engagements "@Mindwalletbody South Africa HALEU plant approval. Since $ASPI trades as a U/nuclear stock this will most affect stock price. 2d is positive commercial test results for Si28. Musk on record on value. There will be immediate demand for Si28-$- to start testing for HPC" [X Link](https://x.com/Bow27B/status/2000629728412041723) 2025-12-15T18:11Z [--] followers, [---] engagements "@FrostyStreak0 @Mindwalletbody @RedChip @ASPIsotopes TerraPower contract is $ASPI but QLE executes the financing and facility build. However QLE financing source is not disclosed whether $ASPI and/or $SKBL plus external sources. With time of essence I expect $ASPI to fund until $SKBL merger/financing is in place-6 months min" [X Link](https://x.com/Bow27B/status/2000635714246242500) 2025-12-15T18:34Z [--] followers, [--] engagements "@Mindwalletbody @RaymondDuck6 Don't think you can assume Si28 purity achieved. Standard to have quality assessment as condition precedent to buyer delivery acceptance obligation - gating exercise and very material to the $ASPI business" [X Link](https://x.com/Bow27B/status/2000636624330461417) 2025-12-15T18:38Z [--] followers, [---] engagements "@ASPIsotopes Want more from $ASPI about status of enrichment processes and meeting purity requirements for Mo100 C14 and Si28 contracts and associated target dates for customer QA acceptance testing and quantities and delivery dates. No more fluff about big TAMs. $ASPI needs to execute" [X Link](https://x.com/Bow27B/status/2000980859571024319) 2025-12-16T17:26Z [--] followers, [---] engagements "@ASPIsotopes Producing isotopes using proprietary processes in commercial scale not yet proven is $ASPI's core business. Renergen provides He access for isotope production. Fill need with a supply contract-JV the mine. Keep Mgmt focused on core business" [X Link](https://x.com/Bow27B/status/2001724372940210446) 2025-12-18T18:40Z [--] followers, [---] engagements "@Mindwalletbody @ASPIsotopes Segregate planning/vision from finance from operations and align management skills. Renergen was bankrupt. on mgmt. $ASPI clearly has vision and strong finance mgmt but I am not yet sure of the operators. Want to see some successful operations in enrichment at scale" [X Link](https://x.com/Bow27B/status/2001730751297901027) 2025-12-18T19:06Z [--] followers, [---] engagements "@Mindwalletbody On Renergen mgmt Mitchell has the most experience as an operator. Don't know the reasons for the delays and challenges but DD on this is helpful. Sproule of Calgary Canada (reputable) provided the Virginia Gas reserve and concentration estimates based on sub Tetra4 well data" [X Link](https://x.com/Bow27B/status/2002032994698297458) 2025-12-19T15:07Z [--] followers, [--] engagements "@Mindwalletbody @albie_cilliers Thanks for the $ASPI DD and driving the thoughtful discussion. One of my significant plays is $ASTS and I benefited from the extensive DD and sharing of ideas" [X Link](https://x.com/Bow27B/status/2002060096831181201) 2025-12-19T16:54Z [--] followers, [---] engagements "@Mindwalletbody @albie_cilliers I place less value in Renergen because I think it is a mgmt distraction from the core isotope enrichment business. Favor $ASPI finding a Virginia Gas joint development partner sign He supply contract create liquidity for core business and accelerate isotope enrichment" [X Link](https://x.com/Bow27B/status/2002061245537743235) 2025-12-19T16:59Z [--] followers, [---] engagements "@Mindwalletbody @albie_cilliers The big play is using new technologies for spent nuclear fuel recycling and U235 enrichment while having a sustainable medical isotope and semi-conductor income stream that reduces financing risk and dilution. $ASPI could have a [--] yr headstart to the market on HALEU" [X Link](https://x.com/Bow27B/status/2002064355941294434) 2025-12-19T17:11Z [--] followers, [---] engagements "@AspiCommunity seems like supply chain synergy is a rather expensive use of capital. While He has value (why not partner for development and have a supply contract) LNG cost is declining with a 1-2 year bear market forecast" [X Link](https://x.com/Bow27B/status/2002084382149128552) 2025-12-19T18:31Z [--] followers, [---] engagements "@AspiCommunity @StupidBill1 With the cost of capital up and likely to stay at an elevated level for some time the question is the best use of capital. $ASPI doesn't need to invest and operate the mine to secure access to He-only needs a supply agreement. JV if reserves are what $ASPI says" [X Link](https://x.com/Bow27B/status/2002137176491110471) 2025-12-19T22:01Z [--] followers, [---] engagements "@SunvMikey The rebound here will be driven by private sector infrastructure investment (heavy tech innovation and AI) and declining government employment and spending. Watch Q2/2026 for impact" [X Link](https://x.com/Bow27B/status/2003874959547158588) 2025-12-24T17:06Z [--] followers, [--] engagements "@Brennus01 @SunvMikey Think the answer is in the US spent nuclear fuel supply (SNF) chain + recent acquisition. S. [----] passed out of the Energy Com. modifies the licensing requirement for recycling provided there is no separation of Pu from U and other materials. US pays $ASPI to take SNF" [X Link](https://x.com/Bow27B/status/2003898711412560225) 2025-12-24T18:40Z [--] followers, [---] engagements "@haddad_jac79558 $ZETA doesn't do any announcements for customers who are contracted in their direct program. No public disclosures of end user customers only agencies or through joint presentations with end user customer participation. Will be a long wait" [X Link](https://x.com/Bow27B/status/2004199432724926937) 2025-12-25T14:35Z [--] followers, [---] engagements "@AspiCommunity What is $ASPI's committed CAPEX and OPEX across all of its projects in process starting with the $ required until Virginia Gas has well flows and processing through profitability Development $ not mentioned either individually per project or in aggregate" [X Link](https://x.com/Bow27B/status/2005303672520204777) 2025-12-28T15:43Z [--] followers, [---] engagements "@ewarren Fixing it means you have to impose responsibility on the insured to produce good results - limit drinking avoid drugs exercise get good sleep and avoid obesity. You (ACA) made it illegal for insurers to reward achieving good results" [X Link](https://x.com/Bow27B/status/2005336848227545189) 2025-12-28T17:55Z [--] followers, [--] engagements "@ewarren In the Supplemental NUTRITIONAL Assistance Program (SNAP) one thing missing is NUTRITION. SNAP has no measures of nutritional improvement. Ban junk food; every purchase can be nutritionally scored and enrollees rewarded for good performance. You favor junk food and obesity" [X Link](https://x.com/Bow27B/status/2005339439787397471) 2025-12-28T18:05Z [--] followers, [--] engagements "@citidad I took a spec position to track. Company needs focus that results in revenue/earnings visibility wins e.g. Si28 purity. Trying to do too much too fast in too many areas. No communication/visibility on CAPEX/OPEX required to bring projects to fruition. Street hates uncertainty" [X Link](https://x.com/Bow27B/status/2006031131674550416) 2025-12-30T15:54Z [--] followers, [--] engagements "@Tim_Walz How many people who enrolled themselves or their children in autism meals daycare or Medicaid programs and accepted kickbacks have been investigated and excluded from future participation in MN benefit programs Accountability applies to all" [X Link](https://x.com/Bow27B/status/2006142083938070549) 2025-12-30T23:15Z [--] followers, [--] engagements "@SunvMikey If management was so bad why did $ASPI decide to retain the CEO of Regeneren post acquisition as a key operational executive" [X Link](https://x.com/Bow27B/status/2006499297630834744) 2025-12-31T22:54Z [--] followers, [---] engagements "@CatSE___ApeX___ Phenomenal work - your explanations are clear and concise. Golden Dome is a system of systems. Continuous phased array calibration and multibeam coordination enables a new space-based functional system and use case expansion. Happy New Year" [X Link](https://x.com/Bow27B/status/2006744936440541383) 2026-01-01T15:10Z [--] followers, [---] engagements "@Mindwalletbody Exited most of my position on Friday and Monday. Too many unproven aspects of the technology and too many red flags with management as evidenced by delays or poor operational results. Many 01/2026 events have downside risk e.g. Renergen-related share liquidations next week" [X Link](https://x.com/Bow27B/status/2006760090767126561) 2026-01-01T16:11Z [--] followers, [--] engagements "@BarryNiall @spacanpanman @Pivotal_Capital @valuations_ Sorry to disappoint but the Supreme Court has already decided this case. See Noriega and Panama - executing a warrant against an indicted individual not war on a country" [X Link](https://x.com/Bow27B/status/2007803851840368681) 2026-01-04T13:18Z [--] followers, [--] engagements "@shortmsger @PK_Fund Starlink has fixed broadband with satellite dish (you planning to strap to your head) and proprietary modem at $200+/month. No mobile voice video call or streaming broadband - sketchy text" [X Link](https://x.com/Bow27B/status/2008615846961443179) 2026-01-06T19:05Z [--] followers, [--] engagements "@shortmsger @StanBunghole @PK_Fund So why did Telstra in Australia tell the government that it could not meet the new mobile carrier requirement to provide integrated voice text and data by the end of [----] using Starlink and new spectrum must be incorporated into SCS to enable Starlink to work" [X Link](https://x.com/Bow27B/status/2008616866089234866) 2026-01-06T19:09Z [--] followers, [--] engagements "@amitisinvesting Appreciate your work. I have been in $ZETA for [--] months. The Marigold acquisition will lead to synergistic organic growth through broad product cross-selling (Loyalty) geographic expansion and broader use case adoption - 34% growth projection is low" [X Link](https://x.com/Bow27B/status/2008621782094541304) 2026-01-06T19:28Z [--] followers, [---] engagements "@SunvMikey Substantial CAPEX/OPEX for projects. Injected cash into QLE and SKBL ($45M) $18M SG&A $100M for SA HALEU + $20M [--] yr OPEX + 25% reserve Virginia Gas - $ Si28 plant modifications plans to build [--] plants in Iceland GB plan/plant build + more if info available" [X Link](https://x.com/Bow27B/status/2009018884293361895) 2026-01-07T21:46Z [--] followers, [--] engagements "@zerohedge No mention at all from MN or federal officials on barring all future benefits to any person participating in the fraud either as a daycare operator or by falsely claiming eligibility or enrolling a child in the program. Bar them all and see the impact" [X Link](https://x.com/Bow27B/status/2010344312257581355) 2026-01-11T13:33Z [--] followers, [--] engagements "@SunvMikey TAM/tech is very attractive. The biggest concern is the time/process to close a sale. Rapid iteration of chips requires a highly consultative and engineering heavy sales process-like $AEVA in automotive. Can be years to get to installation. Biggest supporters see the challenge" [X Link](https://x.com/Bow27B/status/2012569472368779686) 2026-01-17T16:55Z [--] followers, [--] engagements "@SunvMikey Think the prospect of a dip is macro market or a near term delay in contracts due to the complexity of the sales process. Want to get a better sense of ability to close before pulling the trigger" [X Link](https://x.com/Bow27B/status/2012882202963382499) 2026-01-18T13:38Z [--] followers, [--] engagements "@SunvMikey @vlmkapital @AktienAkademie Agree that the TAM focus is the small attritable or ISR drone market. The MOB moat is effective until a low power low weight ubiquitous solution (i.e. waveform with associated processing hardware meeting the low power low weight criteria) is developed and implemented" [X Link](https://x.com/Bow27B/status/2012919417080774780) 2026-01-18T16:06Z [--] followers, [--] engagements "@SunvMikey @vlmkapital @AktienAkademie Also agree that $MOB has a near term lock opportunity on the small UAV market due to the integrated cybersecurity capability" [X Link](https://x.com/Bow27B/status/2012920553896567189) 2026-01-18T16:10Z [--] followers, [--] engagements "@CatSE___ApeX___ Great graphic. Is everything priced in" [X Link](https://x.com/Bow27B/status/2012941773992075284) 2026-01-18T17:34Z [--] followers, [--] engagements "@BradLog54765576 @wealthmatica $PGY - a large loss write down in Q4/2024 which causes the TTM EPS to be negative. Profitable the last [--] quarters and expected to be profitable in Q4/2025. $PGY reminds me of $GCT trading at 5-7X future [--] month EPS. Patience is required. $GCT went from $20 to $40 in [--] months" [X Link](https://x.com/Bow27B/status/2013334651591372879) 2026-01-19T19:36Z [--] followers, [--] engagements "@wealthmatica Recently bought. Unique ecosystem - marries consumers to lenders with improved risk and then moves risk from lenders to investors via ABSs that provide the investors with liquidity if desired. Consumers get loans banks get fees investors get higher returns with low loan loss" [X Link](https://x.com/Bow27B/status/2013336180025077969) 2026-01-19T19:42Z [--] followers, [--] engagements "@CedarStResearch @wealthmatica KBRA has upgraded credit rating of $PGY ABS's/loans originated in the last [--] months have losses lower than projected. $PGY also having more success in selling the higher risk/higher return loan tranches given the performance which is lowering their risk. Borrowing costs down" [X Link](https://x.com/Bow27B/status/2013337434755322306) 2026-01-19T19:47Z [--] followers, [--] engagements "@CedarStResearch @BDbayc @wealthmatica Misconception is amount of $PGY sub-prime. $PGY is looking to discover the "hidden primes" - consumers without history or lower FICO score but whose circumstance in totality indicates higher credit rating than FICO. Finding needles in the haystack" [X Link](https://x.com/Bow27B/status/2013338872042738158) 2026-01-19T19:52Z [--] followers, [--] engagements "@wealthmatica While a one time hit to earnings acquisition/integration costs can be easily identified and broken out of the financials with alternative reporting to eliminate the [--] time impact so investors have clear future guidance on recurring cost structure. Hopeful on ZETA reporting" [X Link](https://x.com/Bow27B/status/2015477916595855408) 2026-01-25T17:32Z [--] followers, [--] engagements "@SunvMikey Congrats on the $AEHR call Great price movement" [X Link](https://x.com/Bow27B/status/2021948019944698289) 2026-02-12T14:02Z [--] followers, [---] engagements "@SunvMikey @vlmkapital @AktienAkademie $MOB TAM - can $MOB penetrate the large drone market v. Silvus/Motorola or L3Harris The cybersecurity battle of the low-cost low power modular solution at the drone level v. the higher cost higher power inherent waveform solution (MANET versions)" [X Link](https://x.com/Bow27B/status/2012903963125784971) 2026-01-18T15:04Z [--] followers, [---] engagements "@bm_uae_ @BigRyan @SecRubio @JDVance @WhiteHouse Relationships built on honesty about what each in the relationship is bringing to the table endure. Is it OK for EU to pledge 2% minimum defense investment annually and then never do it for decades I wouldn't want my wife cheating on me either" [X Link](https://x.com/Bow27B/status/2015053857148092701) 2026-01-24T13:27Z [--] followers, [--] engagements "@StockChaser_ $MOB - Small UAV swarm management with integrated cyber security - hardcore israeli military founders with tons of experience. Cyber security capability is a mandate for US government procurement. Only DoW DIU listed vendoe for small UAV" [X Link](https://x.com/Bow27B/status/2015476095315738688) 2026-01-25T17:25Z [--] followers, [---] engagements "@AspiCommunity There is progress but no mention of the costs associated with noted upgrades - additional tanks compressors deeper wells etc. What is missing is: "Virginia Gas remains on budget and there are no additional capital expenditures to complete commercialization"" [X Link](https://x.com/Bow27B/status/2016923621197766726) 2026-01-29T17:17Z [--] followers, [--] engagements "@AspiCommunity My concern is a stretched management team and capital. Prevents me from investing until I see more. Given all the projects and history of delays $ASPI greenshoe not exercised and $SKBL not closing its $ target and no CAPEX/OPEX visibility too many red flags to bet on the horse" [X Link](https://x.com/Bow27B/status/2016951835936928189) 2026-01-29T19:09Z [--] followers, [---] engagements "@spacanpanman XAI merger necessary by 7/1 for $1.5T valuation. SpaceX businesses under pressure. For 1) Launch and 2) fixed broadband new competition and shrinking margins. For 3) D2D SpaceX tech [--] years behind $ASTS. So do you want to invest in SpaceX at $1.5T or $ASTS at $80B come 7/1" [X Link](https://x.com/Bow27B/status/2016958376060584402) 2026-01-29T19:35Z [--] followers, [---] engagements "@spacanpanman XAI merger by 7/1 required to get $1.5T MC. SpaceX challenges: 1) Launch and 2) fixed broadband competition compresses margins and 3) in D2D SpaceX tech is [--] yrs behind $ASTS. Do you want to invest in SpaceX at $1.5T or $ASTS at $80B After 7/1 SpaceX comps to $ASTS decline" [X Link](https://x.com/Bow27B/status/2016984530599489806) 2026-01-29T21:19Z [--] followers, [---] engagements "@TheFinchCapital Thanks for the insights. Sales process length and impact on cash flow/dilution risk concern me. Sale requires heavy engineering to integrate AEHR into the semi production process and then a test period to validate ROI/quality. Chips iterate quickly. What is platform useful life" [X Link](https://x.com/Bow27B/status/2017254740606722458) 2026-01-30T15:13Z [--] followers, [--] engagements "@TheFinchCapital With iteration of chips do you have a sense of how AEHR's platform flexibly responds to modifications and platform useful life. Is the model like auto manufacturing that requires retooling (hardware) or is modification managed through software configurations" [X Link](https://x.com/Bow27B/status/2017258413751767544) 2026-01-30T15:27Z [--] followers, [--] engagements "@TheFinchCapital Thanks for the insight. Challenging sales process. will wait to see if they land any contracts for Fox and Sonoma. Assume wafer testing has a high ROI but will check that out as a next step. $ASTS is biggest holding in $KRKNF $PGY $GOOG $IREN $ZETA and starter on $MOB $ASPI" [X Link](https://x.com/Bow27B/status/2017290144160587785) 2026-01-30T17:33Z [--] followers, [---] engagements "@Mindwalletbody As usual news doesn't include any CAPE /OPEX data additional capital for changes cash flow or EBIDTA or project GAAP earnings from the project. Just estimated revenue assuming all goes well and well success %" [X Link](https://x.com/Bow27B/status/2017322830690471986) 2026-01-30T19:43Z [--] followers, [---] engagements "@SunvMikey Thanks for the hard work and thoughts on contract front-running thesis. $AMZN will improve GM through automation. Invested in $OUST earlier in Jan. in low $20s and sold near top of the run up. Round turning and likely to pick an entry again early next week" [X Link](https://x.com/Bow27B/status/2017611844823765058) 2026-01-31T14:52Z [--] followers, [---] engagements "@redrum_2001 @CatSE___ApeX___ Thanks so much for translating this into layperson's terms. @catse___ApeX___ has focused on spectral efficiency as a key differentiator in $ASTS revenue potential and this thread simply confirms the enormous revneue potential of $ASTS" [X Link](https://x.com/Bow27B/status/2018368435013435832) 2026-02-02T16:58Z [--] followers, [---] engagements "@Mindwalletbody Appreciate your insights - concern remains the operational execution. Pick [--] or [--] isotopes execute to success and build from there. If you listen to Mann on the Regeneren update it sounds more like a "nice to have" not a "must have". Had very little hard CAPEX/OPEX data" [X Link](https://x.com/Bow27B/status/2018650166371495943) 2026-02-03T11:37Z [--] followers, [---] engagements "@SunvMikey Sold most of my position in $7s still holding [---] @ $6.25. Think this will have an intraday below $4. Will be patient to get back in - subject to evidence of operational execution" [X Link](https://x.com/Bow27B/status/2018652387150578138) 2026-02-03T11:46Z [--] followers, [---] engagements "@SunvMikey Lack of execution and visibility in the CAPEX/OPEX of each project- e.g. Regeneren update presents lots of required changes but no CAPEX/OPEX impact-must be higher than original. Mgmt team is transactionally focused-too much on the plate. Risk of running out of capital/dilution" [X Link](https://x.com/Bow27B/status/2018693753511317882) 2026-02-03T14:31Z [--] followers, [---] engagements "@SunvMikey Think $ASPI funding was "favor" driven (players are all politically connected-securing access). Greenshoe rejected. $SKBL has not achieved original funding target to go public. Too many red flags to have real $ at risk. If they execute different story" [X Link](https://x.com/Bow27B/status/2018694738182844828) 2026-02-03T14:35Z [--] followers, [---] engagements "@SunvMikey #1 is $ASTS. SpaceX at $1.5-$2.0T has [--] businesses: 1) Launch and 2) fixed broadband-face competitor GM compression 3) D2D-tech [--] yrs behind $ASTS 4) XAI-data centers in space on the come. Given focus on SpaceX IPO $ASTS will double ($80B) by 7/1 on comps-get space for low $" [X Link](https://x.com/Bow27B/status/2018699961957822957) 2026-02-03T14:55Z [--] followers, [---] engagements "@SunvMikey Short term is $PGY going into earnings 2/9-doubled yesterday. TTM GAAP profitable ($0.90-new demand) non-GAAP $3.20 1/3X of $UPST (closest comp) high ABS demand product diversification improving GM and financing cost below target loan losses KBRA upgrades new partners" [X Link](https://x.com/Bow27B/status/2018704436122575270) 2026-02-03T15:13Z [--] followers, [---] engagements "@CatoInstitute So where is the cost of public education for immigrants on the Cato Institute chart of benefits and where is the inflation tax on housing cost when you let [--] million people into the country with no housing plan Anyone been noticing a huge spike in housing costs" [X Link](https://x.com/Bow27B/status/2018831609949274171) 2026-02-03T23:38Z [--] followers, [--] engagements "@Frzrzlmr This is priceless. Great work. I don't know how $ASPI avoids a securities fraud action" [X Link](https://x.com/Bow27B/status/2018835998638268598) 2026-02-03T23:56Z [--] followers, [---] engagements "@SunvMikey Will be adding more $ZETA before earnings. Cross-selling of Marigold in US & expansion of $ZETA into Marigold customers internationally (not in the guidance) will be nominal in Q4/2025 but by date of earnings experience will guide rev and profit higher" [X Link](https://x.com/Bow27B/status/2019053933520392257) 2026-02-04T14:22Z [--] followers, [---] engagements "@SunvMikey All software is being lumped together but industry-specific AI apps will flourish-key is data volume for training and app ops. Analogy is chips-FPGA v. ASIC-why ever develop an ASIC if general FPGA will do the job Because ASIC is more effective-power time & output" [X Link](https://x.com/Bow27B/status/2019057693672067285) 2026-02-04T14:37Z [--] followers, [--] engagements "@SunvMikey Key is visibility. Shed speculative companies that are pre-revenue or long runway to profitability. Companies with clear [--] month visibility especially in powerful trend industries with catalysts will take a near term hit but then flourish e.g. $ZETA $PGY $ASTS. Conviction" [X Link](https://x.com/Bow27B/status/2019399996274057719) 2026-02-05T13:17Z [--] followers, [---] engagements "@mvcinvesting $PGY bank rating. Didn't expect Q4 reduction in network volume. Consumer credit risk deteriorated but thought $PGY could overcome because loan losses are lower than without $PGY and 2nd look increases flow i.e. platform ROI value. Lower volume/higher profit better than reverse" [X Link](https://x.com/Bow27B/status/2020880716314141108) 2026-02-09T15:21Z [--] followers, [---] engagements "@spacanpanman Agree. Essentially lower loan $ flow per partner for 1H/2026. Growth comes from cross-selling across all loan lines marketing revenue expansion and network partner additions. Although adding 2-3 partners in Q1 and 7-8 total in 1H don't know ramp up time" [X Link](https://x.com/Bow27B/status/2020993011581321341) 2026-02-09T22:47Z [--] followers, [---] engagements "@1MoreSmithHere In addition to accelerating the commercial LEO network. I anticipate acceleration into the mid-tier network and a [--] satellite sunsynchronous constellation for US government sensing" [X Link](https://x.com/Bow27B/status/2022456796942684586) 2026-02-13T23:44Z [--] followers, [--] engagements "$ASTS: For many years Ligado has tried to launch a terrestrial fixed wireless broadband service using L-Band MSS spectrum. This flawed approach concerned GPS users because towers use much higher power to transmit signals vs. satellites. Towers transmit signals horizontally causing potential interference whereas satellites transmit signals directionally toward Earth limiting the potential to interfere with GPS in adjacent bands. Satellite providers using L-Band MSS spectrum including Ligado Inmarsat Iridium etc have been providing service for years without interfering with GPS today." [X Link](https://x.com/anyuser/status/1876549451311120815) 2025-01-07T08:40Z 43.8K followers, 38.1K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@Bow27B Bow27B
Bow27B posts on X about $aspi, $pgy, $asts, $zeta the most. They currently have [------] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.
Engagements: [--] #
- [--] Week [---] -93%
- [--] Month [-----] +43%
- [--] Months [----------] +91%
- [--] Year [----------] +5,416,462%
Mentions: [--] #
- [--] Month [--] -87%
- [--] Months [---] +1,920%
- [--] Year [---] +3,433%
Followers: [------] #
- [--] Week [--] +14%
- [--] Month [--] +14%
CreatorRank: undefined #
Social Influence
Social category influence finance stocks cryptocurrencies countries technology brands
Social topic influence $aspi, $pgy, $asts, $zeta, gas, in the, acquisition, business, target, future
Top accounts mentioned or mentioned by @sunvmikey @spacanpanman @mindwalletbody @aspicommunity @catseapex @aspisotopes @wealthmatica @pkfund @mountaingoatcap @albiecilliers @vlmkapital @aktienakademie @thefinchcapital @matt_nealy @tottaway22 @redrum2001 @kevinlmak @thekookreport @hiteshkar @youracc54783700
Top assets mentioned ASP Isotopes Inc. (ASPI) Pagaya Technologies Ltd. Class A Ordinary Shares (PGY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) ZetaChain (ZETA) MobileCoin (MOB) Skyline Builders Group Holding Limited (SKBL) GrokCoin (GROKCOIN) Dave Inc. (DAVE) Nano (XNO) GigaCloud Technology Inc (GCT) Alphabet Inc Class A (GOOGL) Iris Energy Limited (IREN)
Top Social Posts
Top posts by engagements in the last [--] hours
"@spacanpanman Do you have a good calculation for the effective dilution. From Grok I seem to be getting a conflicting answer on the share price for when the $44.98 call cap kicks in - is it $44.98 or the 1/22/ [----] Closing price ($22.49) plus $44.98 or $67.47"
X Link 2025-01-23T14:15Z [--] followers, [---] engagements
"@spacanpanman Isn't the key to the deal that ASTS can simply repay the bonds in cash instead of issue shares prior to 12/1/2031 So if the company is correct in its cash generation and market cap/share price is $45 it could offer shares through an ATM and repay the bonds"
X Link 2025-01-23T14:18Z [--] followers, [---] engagements
"@CatSE___ApeX___ @SurfShopCapital @tottaway22 Accept that delay can be affected by the launch provider availability. But ASTS has not released any information on the cause of the delay - right now everything is speculation. Delay could be due to the FM1 redesign/satellite not being ready and lack of FCC approval"
X Link 2025-04-20T12:11Z [--] followers, [--] engagements
"@redrum_2001 Thanks for the excellent work. The FirstNet STA terminates on 9/5/2025 and FirstNet FY2025 ends 9/30/2025. So if FirstNet is planning to allocate any portion of its FY2025 $545M capital budget for network expansion to ASTS then the contract would likely be signed by 9/30"
X Link 2025-05-01T13:00Z [--] followers, [---] engagements
"@tottaway22 Back when Inmarsat filed the objection to the Plan I speculated that ASTS would have to make good on the $200M difference between the proposed payment of $350M on the Inmarsat agreement and the $550M default amount and speculated that Blue Origin would be the strategic investor"
X Link 2025-06-04T12:57Z [--] followers, [--] engagements
"@PendragonUSA @kyledcheney The let each state decide if and how it wants to fund Planned Parenthood"
X Link 2025-07-08T17:56Z [--] followers, [--] engagements
"@CatSE___ApeX___ Isn't SpaceX planning on using the additional capacity to launch its own satellites hedging against Starship availability ASTS would have to complete satellites at a faster rate than current to take advantage of any SpaceX near term capacity"
X Link 2025-09-08T12:55Z [--] followers, [---] engagements
"@KevinLMak @thekookreport Spectrum wars reflect emotion driving supply and demand and asymmetric conversion of data to insight. Musk acquires spectrum - emotion=Starlink crushes ASTS price drops. Asymmetrical insight is understanding Echostar spectrum won't be used for 2-3 years price gradually rises"
X Link 2025-09-26T12:46Z [--] followers, [--] engagements
"@KevinLMak @thekookreport Ligado approval. Asymmetric insight-approval expected. Emotion-ASTS can utilize ahead of Starlink and gain competitive advantage price rises. Move was combination of [--] related asymmetric insights magnifying impact. Price backing down"
X Link 2025-09-26T12:49Z [--] followers, [--] engagements
"@dlandre @Gwynne_Shotwell Dave in a few months you can experience ASTS satellite coverage (text voice data) through either AT&T or Verizon. Initially using low wavelength spectrum which propagates through obstacles (trees buildings) - no direct line of site required"
X Link 2025-10-03T14:25Z [--] followers, [--] engagements
"@spacanpanman @hiteshkar Seeing lots of activity in the AI infrastructure area. Interested if any on the board have an opinion on SMTK (innovative semi technology for power management) reverse merger with Jericho Energy (OK oil and gas assets and access to power and water)"
X Link 2025-10-17T12:49Z [--] followers, [---] engagements
"@PK_Fund You reference [--] sats launching mid year with Blue Origin. Think you are missing the [--] SpaceX launches of [--] sats each in mid year. Blue Origin may not launch until late Q3-Q4/2025. A wild card is the availability of the ASIC chips - delay until early Q3 to increase sat performance"
X Link 2025-02-16T19:32Z [--] followers, [--] engagements
"@spacanpanman Wondering about the credit risk/fraud impact on PGY. With First Brands appears a lot of collateral was pledged to multiple loans. Does PGY provide fraud prevention service e.g. searchable collateral database supporting each loan with collateral de-duping"
X Link 2025-10-17T12:59Z [--] followers, [---] engagements
"@hiteshkar @spacanpanman Thanks for the view - financing is the key with any early stage company. I wouldn't take a stake until after the terms of the merger and the financing plan are better defined. See similarities to IREN (have a stake) but not renewables oriented on the energy side"
X Link 2025-10-18T16:05Z [--] followers, [--] engagements
"@spacanpanman From the price action & volume today seems to be more than hedging pressure and market malaise. Hope that this deal closes w/overallotment so that ASTS doesn't have to enter the financing market again for any reason until the launch cadence is well under way or very costly"
X Link 2025-10-22T17:03Z [--] followers, [---] engagements
"@spacanpanman In $PGY. Great signs for earnings and strong future guidance but the market is shunning fintech and consumer lending especially companies that are playing in the bottom 25% income bracket of borrowers due to rising default rates e.g. sub-prime autos at [----] levels. Thoughts"
X Link 2025-11-03T14:43Z [--] followers, [---] engagements
"@mountaingoatcap Really appreciate your posts on $PGY. Seems to be a market avoidance of fintech and lenders in consumer loans given rising default rates (e.g. subprime auto near [----] levels - with higher risk segment above 2009). Can $PGY overcome market sentiment"
X Link 2025-11-03T15:44Z [--] followers, [---] engagements
"@YourAcc54783700 @Joonzzy @mountaingoatcap Aware of their prior risk ownership. Seems that $PGY is now able to shift more tiers of high risk to ABS investors for higher spreads which is a good sign. All business is relative but low end of consumer risks a hard stop on lending/investing"
X Link 2025-11-03T16:17Z [--] followers, [---] engagements
"@YourAcc54783700 @Joonzzy @mountaingoatcap Want to drill into these metrics-research sources welcome. While PGY screens all loan applications they receive the initial rejections for further evaluation and loans. These are likely the "hidden primes" or bottom 25% and they are taking risk on a %-cause of near downfall"
X Link 2025-11-03T22:56Z [--] followers, [--] engagements
"@justaaaaaas @spacanpanman $PGY is taking the biggest risk on initially rejected apps and this is the "hidden primes" and likely bottom 25-33% of consumer credit risk. Current subprime default rates are a good proxy. If market goes south all lending shut off except primes"
X Link 2025-11-03T22:59Z [--] followers, [---] engagements
"@TheRonnieVShow While $ZETA had solid Q3/2025 earnings I have been unimpressed with the static gross margin and don't see how they can achieve accelerated share price growth given the revenue growth forecast (22-24%/year). Also the company has very high stock compensation expense. Thoughts"
X Link 2025-11-05T22:53Z [--] followers, [---] engagements
"@spacanpanman My one comment on the article is the closing line "The listing could value QLE higher than the convertible note the person said." At the end of the QLE IPO ASPI is projected to be a 60% equity holder of QLE due to desired business model tech/operations synergies"
X Link 2025-11-07T19:44Z [--] followers, [---] engagements
"@SunvMikey Holder in $ZETA and think they can grow the revenue substantially but not seeing a lot of leverage in the gross margin that would give explosive share price growth. Like the recent acquisition to grow EMEA. Thoughts"
X Link 2025-11-09T15:32Z [--] followers, [--] engagements
"@spacanpanman Agree. There is an overhanging bias against personal lending due to economy divergence between the "haves" and "have nots". $PGY purpose is to find the favorable risk borrowers relative to FICO predictions. Product works. Now need investors with courage to invest and patience"
X Link 2025-11-10T20:13Z [--] followers, [---] engagements
"@SunvMikey Didn't see any analysis on capital requirements to execute the plan funding sources and timing and dilution. Don't think the recent $241M offering gets them to the promised land but gets them to launch the medical isotopes business in earnest with some Si28 to determine TAM"
X Link 2025-11-22T13:48Z [--] followers, [--] engagements
"@MarshallDActual @SpeakerJohnson Learn a little Constitutional law. Takes only a majority in the House but [--] Senators (60%) to take action. Just as the Dem Senators voted to keep the government closed they also vote to prevent enforcement of fraud"
X Link 2025-11-22T14:09Z [--] followers, [--] engagements
"@BraddrofliT Data is conclusive - manufacturers or foreign governments are eating most of the tariff costs. Rate of cost increase much lower under Trump than Biden. New peer reviewed study shows tariffs actually reduce rate of cost growth"
X Link 2025-11-25T15:08Z [--] followers, [--] engagements
"@spacanpanman 3D printing has been a tough space. Lots of traction in prototyping but mainstream manufacturing has been elusive. Just in time part replacement is gaining traction in DoW and aerospace. High end competition is Mark Forged unit of $NANO. Pure ROIC sale"
X Link 2025-12-10T15:49Z [--] followers, [--] engagements
"@cesarsroy I think the biggest risk with $ASPI is that it is an immature company and appears to be trying to do too much in too many areas too fast. Uncomfortable with the lack of specificity in a number of areas where public disclosure/confidentiality is not an issue. Needs to focus"
X Link 2025-12-11T16:29Z [--] followers, [---] engagements
"@AspiCommunity $ASPI disclosed that it shipped the Si28 for testing and commercial deliveries in 1H/2026 but did not disclose the date on which the current customer(s) are expected to completed testing. Anyone have any info on the expected completion date of testing - this is a key milestone"
X Link 2025-12-11T18:55Z [--] followers, [---] engagements
"@Mindwalletbody @RedChip @ASPIsotopes $ASPI completed a $241.8M raise at $12.25/share on October [--] [----]. However there is very little information from management on budgeted CAPEX/OPEX across all the projects or milestones to be achieved and when"
X Link 2025-12-15T15:22Z [--] followers, [---] engagements
"@Mindwalletbody @RaymondDuck6 South Africa HALEU plant approval. Since $ASPI trades as a U/nuclear stock this will most affect stock price. 2d is positive commercial test results for Si28. There will be immediate demand for Si28 to start testing for HPC"
X Link 2025-12-15T18:07Z [--] followers, [---] engagements
"@Mindwalletbody South Africa HALEU plant approval. Since $ASPI trades as a U/nuclear stock this will most affect stock price. 2d is positive commercial test results for Si28. Musk on record on value. There will be immediate demand for Si28-$- to start testing for HPC"
X Link 2025-12-15T18:11Z [--] followers, [---] engagements
"@FrostyStreak0 @Mindwalletbody @RedChip @ASPIsotopes TerraPower contract is $ASPI but QLE executes the financing and facility build. However QLE financing source is not disclosed whether $ASPI and/or $SKBL plus external sources. With time of essence I expect $ASPI to fund until $SKBL merger/financing is in place-6 months min"
X Link 2025-12-15T18:34Z [--] followers, [--] engagements
"@Mindwalletbody @RaymondDuck6 Don't think you can assume Si28 purity achieved. Standard to have quality assessment as condition precedent to buyer delivery acceptance obligation - gating exercise and very material to the $ASPI business"
X Link 2025-12-15T18:38Z [--] followers, [---] engagements
"@ASPIsotopes Want more from $ASPI about status of enrichment processes and meeting purity requirements for Mo100 C14 and Si28 contracts and associated target dates for customer QA acceptance testing and quantities and delivery dates. No more fluff about big TAMs. $ASPI needs to execute"
X Link 2025-12-16T17:26Z [--] followers, [---] engagements
"@ASPIsotopes Producing isotopes using proprietary processes in commercial scale not yet proven is $ASPI's core business. Renergen provides He access for isotope production. Fill need with a supply contract-JV the mine. Keep Mgmt focused on core business"
X Link 2025-12-18T18:40Z [--] followers, [---] engagements
"@Mindwalletbody @ASPIsotopes Segregate planning/vision from finance from operations and align management skills. Renergen was bankrupt. on mgmt. $ASPI clearly has vision and strong finance mgmt but I am not yet sure of the operators. Want to see some successful operations in enrichment at scale"
X Link 2025-12-18T19:06Z [--] followers, [---] engagements
"@Mindwalletbody On Renergen mgmt Mitchell has the most experience as an operator. Don't know the reasons for the delays and challenges but DD on this is helpful. Sproule of Calgary Canada (reputable) provided the Virginia Gas reserve and concentration estimates based on sub Tetra4 well data"
X Link 2025-12-19T15:07Z [--] followers, [--] engagements
"@Mindwalletbody @albie_cilliers Thanks for the $ASPI DD and driving the thoughtful discussion. One of my significant plays is $ASTS and I benefited from the extensive DD and sharing of ideas"
X Link 2025-12-19T16:54Z [--] followers, [---] engagements
"@Mindwalletbody @albie_cilliers I place less value in Renergen because I think it is a mgmt distraction from the core isotope enrichment business. Favor $ASPI finding a Virginia Gas joint development partner sign He supply contract create liquidity for core business and accelerate isotope enrichment"
X Link 2025-12-19T16:59Z [--] followers, [---] engagements
"@Mindwalletbody @albie_cilliers The big play is using new technologies for spent nuclear fuel recycling and U235 enrichment while having a sustainable medical isotope and semi-conductor income stream that reduces financing risk and dilution. $ASPI could have a [--] yr headstart to the market on HALEU"
X Link 2025-12-19T17:11Z [--] followers, [---] engagements
"@AspiCommunity seems like supply chain synergy is a rather expensive use of capital. While He has value (why not partner for development and have a supply contract) LNG cost is declining with a 1-2 year bear market forecast"
X Link 2025-12-19T18:31Z [--] followers, [---] engagements
"@AspiCommunity @StupidBill1 With the cost of capital up and likely to stay at an elevated level for some time the question is the best use of capital. $ASPI doesn't need to invest and operate the mine to secure access to He-only needs a supply agreement. JV if reserves are what $ASPI says"
X Link 2025-12-19T22:01Z [--] followers, [---] engagements
"@SunvMikey The rebound here will be driven by private sector infrastructure investment (heavy tech innovation and AI) and declining government employment and spending. Watch Q2/2026 for impact"
X Link 2025-12-24T17:06Z [--] followers, [--] engagements
"@Brennus01 @SunvMikey Think the answer is in the US spent nuclear fuel supply (SNF) chain + recent acquisition. S. [----] passed out of the Energy Com. modifies the licensing requirement for recycling provided there is no separation of Pu from U and other materials. US pays $ASPI to take SNF"
X Link 2025-12-24T18:40Z [--] followers, [---] engagements
"@haddad_jac79558 $ZETA doesn't do any announcements for customers who are contracted in their direct program. No public disclosures of end user customers only agencies or through joint presentations with end user customer participation. Will be a long wait"
X Link 2025-12-25T14:35Z [--] followers, [---] engagements
"@AspiCommunity What is $ASPI's committed CAPEX and OPEX across all of its projects in process starting with the $ required until Virginia Gas has well flows and processing through profitability Development $ not mentioned either individually per project or in aggregate"
X Link 2025-12-28T15:43Z [--] followers, [---] engagements
"@ewarren Fixing it means you have to impose responsibility on the insured to produce good results - limit drinking avoid drugs exercise get good sleep and avoid obesity. You (ACA) made it illegal for insurers to reward achieving good results"
X Link 2025-12-28T17:55Z [--] followers, [--] engagements
"@ewarren In the Supplemental NUTRITIONAL Assistance Program (SNAP) one thing missing is NUTRITION. SNAP has no measures of nutritional improvement. Ban junk food; every purchase can be nutritionally scored and enrollees rewarded for good performance. You favor junk food and obesity"
X Link 2025-12-28T18:05Z [--] followers, [--] engagements
"@citidad I took a spec position to track. Company needs focus that results in revenue/earnings visibility wins e.g. Si28 purity. Trying to do too much too fast in too many areas. No communication/visibility on CAPEX/OPEX required to bring projects to fruition. Street hates uncertainty"
X Link 2025-12-30T15:54Z [--] followers, [--] engagements
"@Tim_Walz How many people who enrolled themselves or their children in autism meals daycare or Medicaid programs and accepted kickbacks have been investigated and excluded from future participation in MN benefit programs Accountability applies to all"
X Link 2025-12-30T23:15Z [--] followers, [--] engagements
"@SunvMikey If management was so bad why did $ASPI decide to retain the CEO of Regeneren post acquisition as a key operational executive"
X Link 2025-12-31T22:54Z [--] followers, [---] engagements
"@CatSE___ApeX___ Phenomenal work - your explanations are clear and concise. Golden Dome is a system of systems. Continuous phased array calibration and multibeam coordination enables a new space-based functional system and use case expansion. Happy New Year"
X Link 2026-01-01T15:10Z [--] followers, [---] engagements
"@Mindwalletbody Exited most of my position on Friday and Monday. Too many unproven aspects of the technology and too many red flags with management as evidenced by delays or poor operational results. Many 01/2026 events have downside risk e.g. Renergen-related share liquidations next week"
X Link 2026-01-01T16:11Z [--] followers, [--] engagements
"@BarryNiall @spacanpanman @Pivotal_Capital @valuations_ Sorry to disappoint but the Supreme Court has already decided this case. See Noriega and Panama - executing a warrant against an indicted individual not war on a country"
X Link 2026-01-04T13:18Z [--] followers, [--] engagements
"@shortmsger @PK_Fund Starlink has fixed broadband with satellite dish (you planning to strap to your head) and proprietary modem at $200+/month. No mobile voice video call or streaming broadband - sketchy text"
X Link 2026-01-06T19:05Z [--] followers, [--] engagements
"@shortmsger @StanBunghole @PK_Fund So why did Telstra in Australia tell the government that it could not meet the new mobile carrier requirement to provide integrated voice text and data by the end of [----] using Starlink and new spectrum must be incorporated into SCS to enable Starlink to work"
X Link 2026-01-06T19:09Z [--] followers, [--] engagements
"@amitisinvesting Appreciate your work. I have been in $ZETA for [--] months. The Marigold acquisition will lead to synergistic organic growth through broad product cross-selling (Loyalty) geographic expansion and broader use case adoption - 34% growth projection is low"
X Link 2026-01-06T19:28Z [--] followers, [---] engagements
"@SunvMikey Substantial CAPEX/OPEX for projects. Injected cash into QLE and SKBL ($45M) $18M SG&A $100M for SA HALEU + $20M [--] yr OPEX + 25% reserve Virginia Gas - $ Si28 plant modifications plans to build [--] plants in Iceland GB plan/plant build + more if info available"
X Link 2026-01-07T21:46Z [--] followers, [--] engagements
"@zerohedge No mention at all from MN or federal officials on barring all future benefits to any person participating in the fraud either as a daycare operator or by falsely claiming eligibility or enrolling a child in the program. Bar them all and see the impact"
X Link 2026-01-11T13:33Z [--] followers, [--] engagements
"@SunvMikey TAM/tech is very attractive. The biggest concern is the time/process to close a sale. Rapid iteration of chips requires a highly consultative and engineering heavy sales process-like $AEVA in automotive. Can be years to get to installation. Biggest supporters see the challenge"
X Link 2026-01-17T16:55Z [--] followers, [--] engagements
"@SunvMikey Think the prospect of a dip is macro market or a near term delay in contracts due to the complexity of the sales process. Want to get a better sense of ability to close before pulling the trigger"
X Link 2026-01-18T13:38Z [--] followers, [--] engagements
"@SunvMikey @vlmkapital @AktienAkademie Agree that the TAM focus is the small attritable or ISR drone market. The MOB moat is effective until a low power low weight ubiquitous solution (i.e. waveform with associated processing hardware meeting the low power low weight criteria) is developed and implemented"
X Link 2026-01-18T16:06Z [--] followers, [--] engagements
"@SunvMikey @vlmkapital @AktienAkademie Also agree that $MOB has a near term lock opportunity on the small UAV market due to the integrated cybersecurity capability"
X Link 2026-01-18T16:10Z [--] followers, [--] engagements
"@CatSE___ApeX___ Great graphic. Is everything priced in"
X Link 2026-01-18T17:34Z [--] followers, [--] engagements
"@BradLog54765576 @wealthmatica $PGY - a large loss write down in Q4/2024 which causes the TTM EPS to be negative. Profitable the last [--] quarters and expected to be profitable in Q4/2025. $PGY reminds me of $GCT trading at 5-7X future [--] month EPS. Patience is required. $GCT went from $20 to $40 in [--] months"
X Link 2026-01-19T19:36Z [--] followers, [--] engagements
"@wealthmatica Recently bought. Unique ecosystem - marries consumers to lenders with improved risk and then moves risk from lenders to investors via ABSs that provide the investors with liquidity if desired. Consumers get loans banks get fees investors get higher returns with low loan loss"
X Link 2026-01-19T19:42Z [--] followers, [--] engagements
"@CedarStResearch @wealthmatica KBRA has upgraded credit rating of $PGY ABS's/loans originated in the last [--] months have losses lower than projected. $PGY also having more success in selling the higher risk/higher return loan tranches given the performance which is lowering their risk. Borrowing costs down"
X Link 2026-01-19T19:47Z [--] followers, [--] engagements
"@CedarStResearch @BDbayc @wealthmatica Misconception is amount of $PGY sub-prime. $PGY is looking to discover the "hidden primes" - consumers without history or lower FICO score but whose circumstance in totality indicates higher credit rating than FICO. Finding needles in the haystack"
X Link 2026-01-19T19:52Z [--] followers, [--] engagements
"@wealthmatica While a one time hit to earnings acquisition/integration costs can be easily identified and broken out of the financials with alternative reporting to eliminate the [--] time impact so investors have clear future guidance on recurring cost structure. Hopeful on ZETA reporting"
X Link 2026-01-25T17:32Z [--] followers, [--] engagements
"@SunvMikey Congrats on the $AEHR call Great price movement"
X Link 2026-02-12T14:02Z [--] followers, [---] engagements
"@SunvMikey @vlmkapital @AktienAkademie $MOB TAM - can $MOB penetrate the large drone market v. Silvus/Motorola or L3Harris The cybersecurity battle of the low-cost low power modular solution at the drone level v. the higher cost higher power inherent waveform solution (MANET versions)"
X Link 2026-01-18T15:04Z [--] followers, [---] engagements
"@bm_uae_ @BigRyan @SecRubio @JDVance @WhiteHouse Relationships built on honesty about what each in the relationship is bringing to the table endure. Is it OK for EU to pledge 2% minimum defense investment annually and then never do it for decades I wouldn't want my wife cheating on me either"
X Link 2026-01-24T13:27Z [--] followers, [--] engagements
"@StockChaser_ $MOB - Small UAV swarm management with integrated cyber security - hardcore israeli military founders with tons of experience. Cyber security capability is a mandate for US government procurement. Only DoW DIU listed vendoe for small UAV"
X Link 2026-01-25T17:25Z [--] followers, [---] engagements
"@AspiCommunity There is progress but no mention of the costs associated with noted upgrades - additional tanks compressors deeper wells etc. What is missing is: "Virginia Gas remains on budget and there are no additional capital expenditures to complete commercialization""
X Link 2026-01-29T17:17Z [--] followers, [--] engagements
"@AspiCommunity My concern is a stretched management team and capital. Prevents me from investing until I see more. Given all the projects and history of delays $ASPI greenshoe not exercised and $SKBL not closing its $ target and no CAPEX/OPEX visibility too many red flags to bet on the horse"
X Link 2026-01-29T19:09Z [--] followers, [---] engagements
"@spacanpanman XAI merger necessary by 7/1 for $1.5T valuation. SpaceX businesses under pressure. For 1) Launch and 2) fixed broadband new competition and shrinking margins. For 3) D2D SpaceX tech [--] years behind $ASTS. So do you want to invest in SpaceX at $1.5T or $ASTS at $80B come 7/1"
X Link 2026-01-29T19:35Z [--] followers, [---] engagements
"@spacanpanman XAI merger by 7/1 required to get $1.5T MC. SpaceX challenges: 1) Launch and 2) fixed broadband competition compresses margins and 3) in D2D SpaceX tech is [--] yrs behind $ASTS. Do you want to invest in SpaceX at $1.5T or $ASTS at $80B After 7/1 SpaceX comps to $ASTS decline"
X Link 2026-01-29T21:19Z [--] followers, [---] engagements
"@TheFinchCapital Thanks for the insights. Sales process length and impact on cash flow/dilution risk concern me. Sale requires heavy engineering to integrate AEHR into the semi production process and then a test period to validate ROI/quality. Chips iterate quickly. What is platform useful life"
X Link 2026-01-30T15:13Z [--] followers, [--] engagements
"@TheFinchCapital With iteration of chips do you have a sense of how AEHR's platform flexibly responds to modifications and platform useful life. Is the model like auto manufacturing that requires retooling (hardware) or is modification managed through software configurations"
X Link 2026-01-30T15:27Z [--] followers, [--] engagements
"@TheFinchCapital Thanks for the insight. Challenging sales process. will wait to see if they land any contracts for Fox and Sonoma. Assume wafer testing has a high ROI but will check that out as a next step. $ASTS is biggest holding in $KRKNF $PGY $GOOG $IREN $ZETA and starter on $MOB $ASPI"
X Link 2026-01-30T17:33Z [--] followers, [---] engagements
"@Mindwalletbody As usual news doesn't include any CAPE /OPEX data additional capital for changes cash flow or EBIDTA or project GAAP earnings from the project. Just estimated revenue assuming all goes well and well success %"
X Link 2026-01-30T19:43Z [--] followers, [---] engagements
"@SunvMikey Thanks for the hard work and thoughts on contract front-running thesis. $AMZN will improve GM through automation. Invested in $OUST earlier in Jan. in low $20s and sold near top of the run up. Round turning and likely to pick an entry again early next week"
X Link 2026-01-31T14:52Z [--] followers, [---] engagements
"@redrum_2001 @CatSE___ApeX___ Thanks so much for translating this into layperson's terms. @catse___ApeX___ has focused on spectral efficiency as a key differentiator in $ASTS revenue potential and this thread simply confirms the enormous revneue potential of $ASTS"
X Link 2026-02-02T16:58Z [--] followers, [---] engagements
"@Mindwalletbody Appreciate your insights - concern remains the operational execution. Pick [--] or [--] isotopes execute to success and build from there. If you listen to Mann on the Regeneren update it sounds more like a "nice to have" not a "must have". Had very little hard CAPEX/OPEX data"
X Link 2026-02-03T11:37Z [--] followers, [---] engagements
"@SunvMikey Sold most of my position in $7s still holding [---] @ $6.25. Think this will have an intraday below $4. Will be patient to get back in - subject to evidence of operational execution"
X Link 2026-02-03T11:46Z [--] followers, [---] engagements
"@SunvMikey Lack of execution and visibility in the CAPEX/OPEX of each project- e.g. Regeneren update presents lots of required changes but no CAPEX/OPEX impact-must be higher than original. Mgmt team is transactionally focused-too much on the plate. Risk of running out of capital/dilution"
X Link 2026-02-03T14:31Z [--] followers, [---] engagements
"@SunvMikey Think $ASPI funding was "favor" driven (players are all politically connected-securing access). Greenshoe rejected. $SKBL has not achieved original funding target to go public. Too many red flags to have real $ at risk. If they execute different story"
X Link 2026-02-03T14:35Z [--] followers, [---] engagements
"@SunvMikey #1 is $ASTS. SpaceX at $1.5-$2.0T has [--] businesses: 1) Launch and 2) fixed broadband-face competitor GM compression 3) D2D-tech [--] yrs behind $ASTS 4) XAI-data centers in space on the come. Given focus on SpaceX IPO $ASTS will double ($80B) by 7/1 on comps-get space for low $"
X Link 2026-02-03T14:55Z [--] followers, [---] engagements
"@SunvMikey Short term is $PGY going into earnings 2/9-doubled yesterday. TTM GAAP profitable ($0.90-new demand) non-GAAP $3.20 1/3X of $UPST (closest comp) high ABS demand product diversification improving GM and financing cost below target loan losses KBRA upgrades new partners"
X Link 2026-02-03T15:13Z [--] followers, [---] engagements
"@CatoInstitute So where is the cost of public education for immigrants on the Cato Institute chart of benefits and where is the inflation tax on housing cost when you let [--] million people into the country with no housing plan Anyone been noticing a huge spike in housing costs"
X Link 2026-02-03T23:38Z [--] followers, [--] engagements
"@Frzrzlmr This is priceless. Great work. I don't know how $ASPI avoids a securities fraud action"
X Link 2026-02-03T23:56Z [--] followers, [---] engagements
"@SunvMikey Will be adding more $ZETA before earnings. Cross-selling of Marigold in US & expansion of $ZETA into Marigold customers internationally (not in the guidance) will be nominal in Q4/2025 but by date of earnings experience will guide rev and profit higher"
X Link 2026-02-04T14:22Z [--] followers, [---] engagements
"@SunvMikey All software is being lumped together but industry-specific AI apps will flourish-key is data volume for training and app ops. Analogy is chips-FPGA v. ASIC-why ever develop an ASIC if general FPGA will do the job Because ASIC is more effective-power time & output"
X Link 2026-02-04T14:37Z [--] followers, [--] engagements
"@SunvMikey Key is visibility. Shed speculative companies that are pre-revenue or long runway to profitability. Companies with clear [--] month visibility especially in powerful trend industries with catalysts will take a near term hit but then flourish e.g. $ZETA $PGY $ASTS. Conviction"
X Link 2026-02-05T13:17Z [--] followers, [---] engagements
"@mvcinvesting $PGY bank rating. Didn't expect Q4 reduction in network volume. Consumer credit risk deteriorated but thought $PGY could overcome because loan losses are lower than without $PGY and 2nd look increases flow i.e. platform ROI value. Lower volume/higher profit better than reverse"
X Link 2026-02-09T15:21Z [--] followers, [---] engagements
"@spacanpanman Agree. Essentially lower loan $ flow per partner for 1H/2026. Growth comes from cross-selling across all loan lines marketing revenue expansion and network partner additions. Although adding 2-3 partners in Q1 and 7-8 total in 1H don't know ramp up time"
X Link 2026-02-09T22:47Z [--] followers, [---] engagements
"@1MoreSmithHere In addition to accelerating the commercial LEO network. I anticipate acceleration into the mid-tier network and a [--] satellite sunsynchronous constellation for US government sensing"
X Link 2026-02-13T23:44Z [--] followers, [--] engagements
"$ASTS: For many years Ligado has tried to launch a terrestrial fixed wireless broadband service using L-Band MSS spectrum. This flawed approach concerned GPS users because towers use much higher power to transmit signals vs. satellites. Towers transmit signals horizontally causing potential interference whereas satellites transmit signals directionally toward Earth limiting the potential to interfere with GPS in adjacent bands. Satellite providers using L-Band MSS spectrum including Ligado Inmarsat Iridium etc have been providing service for years without interfering with GPS today."
X Link 2025-01-07T08:40Z 43.8K followers, 38.1K engagements
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