# ![@guo_lin99725 Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1665895369539207168.png) @guo_lin99725 Grey

Grey posts on X about $rklb, $ionq, $asts, $hood the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1665895369539207168/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1665895369539207168/c:line/m:interactions.svg)

- [--] Week [---] -87%
- [--] Month [-------] -88%

### Mentions: [--] [#](/creator/twitter::1665895369539207168/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1665895369539207168/c:line/m:posts_active.svg)

- [--] Week [--] -30%
- [--] Month [---] -63%

### Followers: [-----] [#](/creator/twitter::1665895369539207168/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1665895369539207168/c:line/m:followers.svg)

- [--] Week [-----] -0.32%
- [--] Month [-----] +8.10%

### CreatorRank: [---------] [#](/creator/twitter::1665895369539207168/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1665895369539207168/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  50.46% [finance](/list/finance)  37.61% [cryptocurrencies](/list/cryptocurrencies)  14.68% [technology brands](/list/technology-brands)  11.93% [countries](/list/countries)  4.59% [celebrities](/list/celebrities)  1.83% [agencies](/list/agencies)  1.83% [financial services](/list/financial-services)  0.92% [travel destinations](/list/travel-destinations)  0.92% [automotive brands](/list/automotive-brands)  0.92%

**Social topic influence**
[$rklb](/topic/$rklb) #330, [$ionq](/topic/$ionq) #181, [$asts](/topic/$asts) 13.76%, [$hood](/topic/$hood) #1159, [$ast](/topic/$ast) #5, [$lunr](/topic/$lunr) 10.09%, [just a](/topic/just-a) 10.09%, [money](/topic/money) 9.17%, [in the](/topic/in-the) 8.26%, [space](/topic/space) 7.34%

**Top accounts mentioned or mentioned by**
[@peterjbeck](/creator/undefined) [@rocketlab](/creator/undefined) [@sciguyspace](/creator/undefined) [@spaceintel101](/creator/undefined) [@att](/creator/undefined) [@verizon](/creator/undefined) [@payloadspace](/creator/undefined) [@spaceforcedod](/creator/undefined) [@polarisprogram](/creator/undefined) [@spacex](/creator/undefined) [@nasa](/creator/undefined) [@redwirespace](/creator/undefined) [@intmachines](/creator/undefined) [@nasaoig](/creator/undefined) [@floordani42065](/creator/undefined) [@rklbforlife](/creator/undefined) [@st0nkinvest0r](/creator/undefined) [@scotiabank](/creator/undefined) [@octaviansiiu](/creator/undefined) [@patryn23](/creator/undefined)

**Top assets mentioned**
[Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [IonQ, Inc. (IONQ)](/topic/$ionq) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Robinhood Markets, Inc.  (HOOD)](/topic/$hood) [AirSwap (AST)](/topic/$ast) [Intuitive Machines, Inc. (LUNR)](/topic/$lunr) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spire Inc. (SR)](/topic/$sr) [BlackSky Technology Inc. (BKSY)](/topic/$bksy) [D-Wave Quantum Inc. (QBTS)](/topic/$qbts) [Planet Labs PBC (PL)](/topic/$pl) [Citigroup Inc (C)](/topic/citigroup) [Centrus Energy Corp. (LEU)](/topic/$leu) [SkyWater Technology, Inc. (SKYT)](/topic/$skyt) [Redwire Corporation (RDW)](/topic/$rdw) [Lockheed Martin Corporation (LMT)](/topic/lockheed-martin) [SATS (Ordinals) (SATS)](/topic/$sats) [Basis Cash (BAC)](/topic/$bac) [Sidus Space, Inc. (SIDU)](/topic/$sidu) [L3Harris Technologies Inc (LHX)](/topic/$lhx) [HSBC Holdings PLC (HSBC)](/topic/$hsbc) [Goldman Sachs (GS)](/topic/goldman-sachs) [GammaSwap (GS)](/topic/$gs) [Firefly Aerospace (FLY)](/topic/firefly-aerospace) [Fluidity (FLY)](/topic/$fly)
### Top Social Posts
Top posts by engagements in the last [--] hours

"is $asts dying starlink is accelerating. drop the emotions. look at the data. starlink is changing the game again. [--]. the physics of 340km musk is dropping the orbit to 340km (vleo). combine that with the v3 satellite (35 $m2$ antenna) yes the antenna is smaller than asts. but physics dictates that lower altitude = lower latency + significantly higher signal intensity. this gain compensates for the smaller array size. the result wilderness video calls are about to get a massive upgrade in experience. [--]. winning on velocity musk wins on speed. while asts is still deploying starlink is growing"  
[X Link](https://x.com/guo_lin99725/status/2010525177885630916)  2026-01-12T01:32Z [----] followers, [----] engagements


"$AST Why Elon Musk is Envious of AST SpaceMobiles "Prime Real Estate" 🛰📲 In the space race rockets get the glory but Spectrum wins the war. While SpaceX is launching thousands of satellites AST SpaceMobile ($ASTS) has quietly secured the most valuable asset in the solar system: The Global Right of Way. Here is why ASTS has a spectrum advantage that keeps Starlink engineers awake at night: [--]. Prime Real Estate vs. Temporary Permits 🏠 Starlink is a satellite company trying to act like a cell tower. They have to beg carriers like T-Mobile to "borrow" spectrum. ASTS however has formed a "Blood"  
[X Link](https://x.com/guo_lin99725/status/2003435709525352526)  2025-12-23T12:01Z [----] followers, [---] engagements


"$AST The "Hardware" Truth you should know Gigabit Starlink vs. Mobile ASTS: Don't Confuse a "Dish" with a "Phone" 🛰💻 vs. 📱 The headlines say Starlink is hitting Gigabit speeds in [----]. Does this kill AST SpaceMobile ($ASTS) If you read the fine print the answer is a resounding NO. Here is why the "Speed War" is actually two different battles: [--]. The Hardware Trap 🛠 Starlinks Gigabit speed requires the "Performance Kit"a specialized dish that you have to buy power and aim at the sky. Its for homes RVs and remote offices. ASTS requires Zero Hardware. It connects directly to the phone"  
[X Link](https://x.com/guo_lin99725/status/2003440624167715078)  2025-12-23T12:20Z [----] followers, [----] engagements


"$AST The 100-Satellite Endgame: Why ASTS is the Worlds First Global Mobile Broadband Wholesaler 🛰💰 Tonight December [--] [----] as BlueBird-6 prepares for liftoff we aren't just watching a launchwe are witnessing a fundamental shift in "Valuation Logic" and "Competitive Living Space." When AST SpaceMobile completes its 100-satellite Block-2 constellation it will cease to be an "experimental company" and officially become the worlds largest wholesale provider of space-based mobile broadband. Here is the data-driven logic of the ASTS endgame: [--]. The Revenue Engine: A "SaaS-in-the-Sky" Money"  
[X Link](https://x.com/guo_lin99725/status/2003447182217916740)  2025-12-23T12:46Z [----] followers, [----] engagements


"$AST Why the AST5000 Chip is is a "Starlink Killer"🛰🧠 Today BlueBird-6 launches and while the [----] sq. ft. antenna gets the headlines the real magic is happening inside a small silicon chip: the AST5000. Here is why this custom-designed ASIC is a "Starlink Killer": [--]. [--] GHz of Pure Power ⚡While standard satellites struggle to process broadband data for thousands of users the AST5000 provides [-----] MHz of processing bandwidth per satellite. It turns a satellite into a massive 5G router capable of [---] Mbps peak speeds. [--]. 2000+ Active Cells 📱Think of the AST5000 as the "Traffic Cop" of"  
[X Link](https://x.com/guo_lin99725/status/2003455123222339816)  2025-12-23T13:18Z [----] followers, 22.8K engagements


"$AST Europes "IRIS" vs. Starlink: $ASTS is the Secret Weapon for EU Sovereignty 🛰 Tonights launch of BlueBird-6 (Dec [--] 10:24 PM EST) is the ultimate proof of concept for the European Union. While SpaceX is building a "Global Monopoly" the EU is building IRISa multi-orbital constellation designed to ensure that European citizens never have to rely on a private US "on-off" switch. Here is why AST SpaceMobile ($ASTS) is the perfect partner for Europes 10.6B master plan: [--]. The "Fortress" Mandate (Government & Security) 🛡IRIS isn't just for internet; its for Surveillance Defense and Embassies."  
[X Link](https://x.com/guo_lin99725/status/2003462477946978309)  2025-12-23T13:47Z [----] followers, [----] engagements


"$rklb and $ast . excited when the price fall down"  
[X Link](https://x.com/guo_lin99725/status/2005642014168359067)  2025-12-29T14:08Z [----] followers, [----] engagements


"why $c $hsbc and $gs are ripping when I saw the kline of financial stocks today there's some thing intresting the smartest money on the street is rotating into financials. this isn't random. this is a calculated repricing of the entire sector based on three specific structural shifts that just accelerated in january [----]. [--]. the macro unlock: the death of "basel iii" this is the single biggest driver. for the last two years banks were terrified of the "basel iii endgame" proposal which would have forced them to increase capital reserves by 16-19%. the shift: with the political regime change"  
[X Link](https://x.com/guo_lin99725/status/2009248358674919457)  2026-01-08T12:58Z [----] followers, [---] engagements


"$rklb vs $fly the valuation of rklb is 3x fly (ps) what does it actually mean hey everyone grey here. lets take a deep look at the numbers from today. the valuation gap between rocket lab ($rklb) and firefly aerospace ($fly) is getting ridiculous i think its time to talk about what the market is actually pricing in here. the valuation shock: 83x vs 27x right now the market is paying 83.40x sales for $rklb while $fly is sitting at a "modest" 27.33x. why the 3x premium it comes down to one word: execution. rocket lab ($rklb): $46.25b market cap. ttm revenue of $560.23m. but look at that 31.7%"  
[X Link](https://x.com/guo_lin99725/status/2011430870788501805)  2026-01-14T13:31Z [----] followers, [----] engagements


"$AST Why ASTSs BlueBird-6 is the "Monster" Starlink Should Fear 🛰📱 The wait is over. Tonight December [--] [----] at 10:24 p.m. EST BlueBird-6 takes flight. While SpaceX is focused on building a "swarm" of thousands of small satellites AST SpaceMobile ($ASTS) is launching the single most powerful commercial communications satellite in history. Here are the [--] reasons why this mission changes everything: [--]. The Countdown to Broadband (Not Just Texting) 🚀 Unlike Starlinks Direct-to-Cell satellites which are currently limited to basic texting and emergency SOS BlueBird-6 is a 5G base station in"  
[X Link](https://x.com/guo_lin99725/status/2003437574787137744)  2025-12-23T12:08Z [----] followers, [----] engagements


"$RKLB $AST Why Im "Buying the Dip" on $RKLB and $ASTS for the Long Haul 🛰🚀 The space economy is currently the hottest ticket on Wall Street and my portfolio is reflecting that with $RKLB and $ASTS hitting recent peaks. While short-term volatility is standard (both seeing 5% pullbacks today) my strategy remains unchanged: Identify the deep logic ignore the noise and add to my position on the dips. As a specialized investor I dont look at these as "rocket stocks." I look at them as the backbone of the next global infrastructure. Here is the deep-dive logic that the broader market is still"  
[X Link](https://x.com/guo_lin99725/status/2003468030316282267)  2025-12-23T14:09Z [----] followers, [---] engagements


"$ASTS Why Google is Doubling Down on AST I was just staring at the news of the BlueBird [--] launch in India yesterday and I couldn't stop thinking about Google. Its one thing for a telecom giant like AT&T to be all over ASTs but seeing google's sitting so high on the cap table Thats where it gets interesting. I got curiouswhat exactly does a software titan like Google see in a company building "giant shingles" in space So I spent the night digging into the latest 13Fs and the strategic logic. Heres the breakdown of what I found. The Hard Numbers (As of Sept 2025) Google isn't just "testing the"  
[X Link](https://x.com/guo_lin99725/status/2004082104423141779)  2025-12-25T06:49Z [----] followers, 27.4K engagements


"artemis + the $35b gap: you picking $rklb or $lunr 🛰🚀 the [----] space map is split. rocket lab just closed a record-breaking [----] while intuitive machines ($lunr) turned into a revenue monster overnight via the lanteris deal. here is the raw logic on why this valuation gap is the biggest debate in space investing. the head-to-head reality check: launch history $rklb: [--] successful missions (21 in [----] alone) $lunr: [--] historic moon landing (im-1) government prime backlog $rklb: $2b+ total (including the massive $816m t3 win this month) $lunr: $920m core + the $4.8b nasa nsns ceiling annual"  
[X Link](https://x.com/guo_lin99725/status/2006307231227379863)  2025-12-31T10:11Z [----] followers, [----] engagements


"$rklb & $lunr has lunr finally threatened rklbs space systems throne today january [--] [----] the music has officially stopped and the chairs have been rearranged. intuitive machines ($lunr) just announced the completion of its $800 million acquisition of lanteris space systems (the former maxar space systems). as someone who follows the space sector religiously i no longer hold $rklb but i still believe in its long-term vision. however if you are looking at where the real alpha is today the comparison between $lunr and $rklb has become impossible to ignore. with the lanteris integration $lunr"  
[X Link](https://x.com/guo_lin99725/status/2011091697615380672)  2026-01-13T15:03Z [----] followers, 45.2K engagements


"$spir vs $pl vs $bksy is spire too small to survive everyone looks at the space sector and sees the same names. but after reading the q3 [----] earnings calls the difference between the "big three" earth observation players is getting super clear. here is my raw take on the fight between planet blacksky and the tiny underdog spire. [--]. planet labs (pl): the library planet is safe. they have the biggest archive of earth images. think of them as the "google maps" of the industry. their q3 showed stability but the growth feels heavy. its hard to double revenue when you are already big. they are the"  
[X Link](https://x.com/guo_lin99725/status/2012427807524053378)  2026-01-17T07:32Z [----] followers, [----] engagements


"the market is blind. why $spir is the most dangerous and low valued stock in space most love $pl and $bksy because they understand photos. you see a tank you see a cornfield you buy the stock. simple. but here is the uncomfortable truth: cameras are limited. cameras go blind at night. cameras go blind in clouds. cameras cant see the wind. spire ($spir) is not a camera company. it is the worlds biggest eavesdropper. while planet is scanning the surface spire is measuring the planet's pulse. here is why the tech stack is untouchable: [--]. the "ears" vs. "eyes" arbitrage planet ($pl) = a scanner."  
[X Link](https://x.com/guo_lin99725/status/2012448551721164879)  2026-01-17T08:54Z [----] followers, 10.5K engagements


"$ionq s $1.8b gamble: the path to becoming the "nvidia + cisco" of quantum is expensive but is it reckless the market reacted violently to ionq acquiring skywater today and rightly so. when you peel back the glossy press releases and dig into the transaction math you find a terrifying financial high-wire act. niccolo de masis ambition isn't just building a faster quantum computer anymore. he wants to be infrastructure. his exact words today: become the "nvidia and cisco" of quantum computing networking and security. it sounds heroic but lets calculate the cost of this deal with a pen and"  
[X Link](https://x.com/anyuser/status/2015975160646664214)  2026-01-27T02:28Z [----] followers, [----] engagements


"$ASTS AST SpaceMobile 2026: The Master Roadmap to Global 5G Dominance 🛰💎 Here is the definitive [----] execution plan that will turn a "telecom experiment" into a "global infrastructure utility." [--]. The Q1 Launch Blitz: Creating the FoundationASTS has locked in [--] launches by the end of Q1 [----]. * BlueBird [--] is already on-site at Cape Canaveral. This blitz aims to trigger "intermittent nationwide service" in the U.S. early next year. For the first time dead zones will start to disappear for @ATT and @Verizon customers. [--]. The "Magic 60": The Tipping PointBy the end of [----] the goal is [--] to 60"  
[X Link](https://x.com/guo_lin99725/status/2004008825003843650)  2025-12-25T01:58Z [----] followers, 12.7K engagements


"Do you think $ast will fall down to [--] happenEd what you do"  
[X Link](https://x.com/guo_lin99725/status/2005623489420792214)  2025-12-29T12:54Z [----] followers, [----] engagements


"$leu wall street just re-rated : $357 price target. needhams sean milligan isn't blinking. he just slapped a street-high $357 target on centrus energy ($leu). lake street is right behind him at $340. here is why the smart money is chasing the $900m doe contract. [--]. the "only game in town" premiummilligans thesis is simple but brutal for competitors: centrus is the only us company licensed to enrich haleu. centrus is the only western supplier actually producing it. the $900m award isn't just revenue; it is the government admitting they have no other choice. the technology is validated. 2."  
[X Link](https://x.com/guo_lin99725/status/2008338872363847936)  2026-01-06T00:44Z [----] followers, [---] engagements


"MDA shield contract: the ultimate us public stock list (bookmark this) i went through all [--] tranches of the mdas $151b "shield" contract awards so you dont have to. everyone is talking about the headline number but few know exactly who is in the pool. getting on this list is the "license to hunt" for future task orders. here is the complete breakdown of public companies (and key subsidiaries) involved categorized by sector. 👇 🚀 space / launch / sat-coms (the high beta plays) $rklb rocket lab: vertical integration. electron/neutron launch + photon spacecraft platforms. $asts ast spacemobile:"  
[X Link](https://x.com/guo_lin99725/status/2013211997148791250)  2026-01-19T11:28Z [----] followers, [----] engagements


"$ionq the quantum blindspot: why your ai-heavy portfolio might be exposed by [----] ⚛📉 the quantum's stocklist is below for bookmark the breakdown of the next major computing shift and why the quantum "inevitability" is closer than you think. the 59% vs. 27% paradox ibm surveyed 2000+ senior executives. the results are jarring: 59% believe quantum-enabled ai will transform their industry by [----]. yet only 27% are actually preparing for it. ibm calls this a strategic miscalculation not a timing issue. companies focused solely on ai are building on a foundation that is about to be upgraded. if"  
[X Link](https://x.com/anyuser/status/2014310586209927280)  2026-01-22T12:14Z [----] followers, [----] engagements


"$hood the feb [--] nexus: why hoods truth engine is about to scale we are officially in the "red zone." the next two weeks represent the most significant strategic alignment in robinhood's ($hood) history. it is not just about an earnings call on february [--] [----]. it is about the convergence of three massive catalysts: the google ad unlock the launch of robinhood social and the liquidity event known as super bowl lx. the "perfect blitz" strategy the timeline here is surgical. by closing the miaxdx acquisition on january [--] 2026exactly [--] hours before googles new ad policy for regulated"  
[X Link](https://x.com/anyuser/status/2015724789437173855)  2026-01-26T09:53Z [----] followers, [---] engagements


"$ionq the [---] billion dollar gamble: why ionq just bought a factory instead of a revenue stream on january [--] [----] ionq dropped a bomb on the market: an agreement to acquire skywater technology for $1.8 billion. at first glance the math looks terrifying. ionq is a cash-burning quantum startup. skywater is a capital-intensive foundry with razor-thin margins. merging two companies that don't print profit sounds like financial suicide. but if you stop looking at the spreadsheets and start looking at the physics this isn't a merger. its an evolution. ionq isn't buying revenue; they are buying the"  
[X Link](https://x.com/anyuser/status/2015750753252737519)  2026-01-26T11:36Z [----] followers, [----] engagements


"$ionq the pentagon-to-quantum pipeline just got incredibly short. katie arrington didn't just join ionq as cio on january [--]. she did so barely weeks after leaving the pentagon late last year where she was serving as the acting chief information officer (cio) for the entire department of defense this is not a "former" official from years ago. this is someone who until last month was sitting at the absolute apex of defense technology leadership championing the final CMMC rule that went into effect in fall [----]. her linkedin post is a masterclass in strategic signaling. she doesn't just"  
[X Link](https://x.com/anyuser/status/2015990793086161388)  2026-01-27T03:30Z [----] followers, 12.4K engagements


"$lunr is becoming a nasa regular. heres why that matters. just saw the updateintuitive machines ($lunr) has been selected by nasa again. this time they are part of the team tracking the historic artemis ii mission launching in just over [--] days (feb [--] window). nasa picked [--] "global volunteers" to track the orion spacecraft's radio waves during its loop around the moon. the list is a fascinating mix: youve got state actors like the german aerospace center (dlr) massive amateur radio dishes like the 25m camras telescope in the netherlands and even individual legends like scott tilley (the guy"  
[X Link](https://x.com/anyuser/status/2015995620474159361)  2026-01-27T03:49Z [----] followers, [----] engagements


"$ionq & $skyt why ionq just bought the means of production: the skywater deep dive okay let's talk about this. i get the confusion. ionq has been spending like crazy in [----] and now they drop a massive bag on skywater technology on the surface it makes no sense. why buy a foundry that isn't chasing single-digit nanometer nodes like tsmc or intel why absorb that kind of massive capital overhead ive been re-reading the transcripts from skywater's q3 earnings call back in november [----] to find the logic. if you look closely the breadcrumbs were all there. this isn't just another acquisition."  
[X Link](https://x.com/anyuser/status/2016028631123079345)  2026-01-27T06:00Z [----] followers, [----] engagements


"$ionq & $skyt wait ionq just bought their competitors' supplier. is that legal its hiding in plain sight in skywaters transcripts. for the last year their management has bragged about being the "neutral foundry" for the quantum ecosystem. in their q3 [----] discussions they explicitly mentioned serving "5-6 distinct quantum computing customers" across different modalities. skywater was the switzerland of quantum fabrication. they didn't care who won the race; they just wanted to build the chips for everyone. and now one of those competitors ionq has bought switzerland. this raises massive"  
[X Link](https://x.com/anyuser/status/2016031692050608193)  2026-01-27T06:13Z [----] followers, [----] engagements


"$Hood is vlad tenev building the american alipay its time to stop looking at $hood as just a "trading app." robinhood is currently down 30% from its recent highs sitting around $103 while the market freaks out over "volume cooling." but if youre staring at the p/e ratio and calling it a bubble youre missing the biggest macro play of the decade. here is the signal behind the noise: [--]. the "trump accounts" endgame vlad isnt just chatting with the administration for fun. he is positioning robinhood to be the plumbing for the federal "1000 dollar seed fund" for every kid born in america. think"  
[X Link](https://x.com/anyuser/status/2016853071457112119)  2026-01-29T12:36Z [----] followers, [---] engagements


"$now the servicenow autopsy: why the market is bleeding $now dry from $239.62 last january to $117.01 today. thats a 51.2% haircut in [--] months. for a company that hasn't missed an earnings beat in years this isn't just a "correction"its a crisis of faith. is servicenow being disrupted into irrelevance or is the market just having a massive panic attack let's strip the skin off the numbers and look at the skeleton. the "seat compression" ghost the biggest bear case for [----] was that generative ai would kill the "seat-based" revenue model. the logic: if one ai agent does the work of [--] people"  
[X Link](https://x.com/anyuser/status/2018233481147388204)  2026-02-02T08:02Z [----] followers, [----] engagements


"$hood is crashing because you think it's a crypto exchange. the data says it's a bank. most is staring at the $80b market cap and screaming "bubble" because bitcoin is dumping. they think robinhood revenue = crypto trading fees. if that were true i would sell too. but i read the q3 '25 transcript. here is the actual breakdown of the money machine. [--]. the "crypto" myth (it's only 21%)let's look at the raw q3 numbers: total revenue: $1.27 billion. crypto revenue: $268 million. do the math. crypto is only 21% of the business. the market is tanking the stock 15%+ because of a segment that"  
[X Link](https://x.com/anyuser/status/2018503796591313398)  2026-02-03T01:56Z [----] followers, [---] engagements


"$rklb the "usb-c moment" for us space force (and why it matters for $rklb) i think most people scrolled past this news today. falcon exodynamics won a contract to advance "handle 2.0" for the space force. it sounds like boring bureaucratic noise. it is actually a massive signal for the industrialization of space. let's decode this. [--]. what is handle 2.0think of it as the usb-c port for satellites. right now integrating a spy radar onto a satellite bus is like trying to charge an iphone with a nokia charger from [----]. it requires custom wiring custom code and months of nre (non-recurring"  
[X Link](https://x.com/guo_lin99725/status/2009081295050297806)  2026-01-08T01:54Z [----] followers, [----] engagements


"$rklb why isaacmans $24.4b is a lifeline not a death sentence. lets clear the air on the facts. jared isaacman was confirmed as nasa administrator in december [----]. he didn't write this tight $24.4b budget for fiscal year [----]. the swamp wrote it. but he is the one executing it. this is the most bullish setup for commercial space stocks we have ever seen. why because a "budget crisis" is the only thing that gives a reformer the political cover to kill the sacred cows. here is the isaacman playbook applied to the [----] budget allocations: [--]. the sls trap (and the $rklb pivot) fact: sls costs"  
[X Link](https://x.com/guo_lin99725/status/2009090812454256864)  2026-01-08T02:32Z [----] followers, [----] engagements


"$rklb's mars msr jackpot its gone. i admit it. i had high hopes. i thought the failure of the government's mars sample return (msr) program would immediately hand a multi-billion dollar contract to rocket lab. after reading the fy2026 commerce justice science appropriations act (released jan [--] 2026) that expectation is gone. here is the cold hard reality hiding in the "minibus" bill. [--]. the official death sentencei dug into the "explanatory statement" attached to division a. under the "planetary science" section congress didn't mince words: "the agreement does not support the existing mars"  
[X Link](https://x.com/guo_lin99725/status/2009110813232230692)  2026-01-08T03:52Z [----] followers, [----] engagements


"where is the $7.8 billion "exploration" jackpot actually going safety: $lmt $noc growth: $lunr $rdw patience: $rklb the fy2026 appropriations bill just passed and while everyone is crying about the death of the mars sample return they missed the elephant in the room. $7783000000. ($7.78 billion). that is the confirmed budget for "exploration" (page [--] & [--] of the bill). this is the single stickiest most bulletproof bucket of money in the entire nasa portfolio. congress killed the science projects but they doubled down on the moon hardware. i broke down the allocation table from the bill. here"  
[X Link](https://x.com/guo_lin99725/status/2009143094378430593)  2026-01-08T06:00Z [----] followers, [----] engagements


"nasas $24.4b receipt: the winners & the dead. congress just killed the jpl mars flagship and bet the house on the moon. the flow of money mars sample return ($11b plan) - $0 (program "not supported") mars future studies - $110m (consolation prize) dragonfly (titan drone) - $500m (the new science king) artemis (moon) - $7.78b (too big to fail) the breakdown ($24.4b total) [--]. exploration ($7.78b) - the iron throne sls rocket: $2.33b (boeing/northrop) human landing system (starship): $2.01b (spacex) orion spacecraft: $1.44b (lockheed) lunar gateway: $1.15b (redwire/northrop) ground systems:"  
[X Link](https://x.com/guo_lin99725/status/2009169153861767537)  2026-01-08T07:43Z [----] followers, [---] engagements


"#nasa buying data. $pl or $bksy nasa finally gets it. buried in the fy2026 budget bill there is a small but revolutionary line item: $55.3 million. the line is labeled csda (commercial satellite data acquisition). this is the signal. nasa is shifting from "building every satellite" to "buying the data feed." so who eats this lunch is it planet labs ($pl) or blacksky ($bksy) [--]. the audit: how much money is actually thereaccording to page [--] of the bill: "the agreement includes $55300000 for csda." clarification: this $55.3m is the "cash on hand" for fy2026. it fuels the massive $476 million"  
[X Link](https://x.com/guo_lin99725/status/2009175779683520666)  2026-01-08T08:10Z [----] followers, 14.1K engagements


"$qbts vs $ionq: the technical showdown (who prints 10x) on jan [--] [----] d-wave entered the chat with a $550m check. they bought quantum circuits inc to challenge the benchmark ionq set back in oct [----] (99.99% fidelity). here is the brutal truth about their tech stacks. they are solving the same problem (noise) with two completely different religions. [--]. the enemy is noisequantum computers are fragile. if a qubit sneezes the math breaks. to get a 10x stock return you need a machine that can run for hours without crashing. [--]. $qbts (d-wave): the "smart keyboard" (tech: dual-rail)d-wave is"  
[X Link](https://x.com/guo_lin99725/status/2009200517935747376)  2026-01-08T09:48Z [----] followers, [----] engagements


"quantum (QPU)is the future why $qbts is the blue-collar king of [----] wall street loves "sci-fi" quantum. while i hate sci-fi. i like cash flow. $qbts (d-wave) quietly fixed the messiest place on earth: the port of los angeles. and on jan [--] they bought the future. here is the dissection. no fluff. just money. [--]. the "blue collar" breakthrough (pier 300) forget qubits. lets talk about trucks. the port of la (pier 300) handles millions of containers. in [----] it was a parking lot . trucks waited hours. cranes sat idle. optimizing this is a nightmare. the solution: savantx built an engine called"  
[X Link](https://x.com/guo_lin99725/status/2009231837575704581)  2026-01-08T11:52Z [----] followers, [----] engagements


"$rklb what can save rocket lab's mars plan my advice is. i just read peter becks latest op-ed in spacenews (jan [--] 2026). its brilliant its logical and its heartbreaking. beck is arguably the best engineer-ceo of our generation. in this article he is practically begging nasa and congress to look at the math: "the old way cost $11 billion and failed. i can do it for $4 billion by 2031." he is shouting logic at a wall of politics. beck believes that if he proves he is cheaper and faster (like with escapade) washington will hand him the keys to mars. while washington doesn't buy "efficiency.""  
[X Link](https://x.com/guo_lin99725/status/2009469810904809636)  2026-01-09T03:38Z [----] followers, [----] engagements


"$ionq why $34.8m is the ultimate validation for ionq the quantum sector just flashed two massive signals in the first week of [----]. both roads lead to college park. the legislative "green light": nqi reauthorization on january [--] [----] senators maria cantwell (d-wa) and todd young (r-in) officially reintroduced the national quantum initiative (nqi) reauthorization act. the original [----] act expired in [----]. the "quantum winter" in d.c. is officially over. this bipartisan bill extends the framework for [--] years to [----] targeting [----] for full-scale utility. the shift: this isn't about "science"  
[X Link](https://x.com/guo_lin99725/status/2009470981878989273)  2026-01-09T03:43Z [----] followers, [----] engagements


"$ionq $qbts the quantum war chest: dissecting the $500m+ roadmap for u.s. dominance this is important for a big chance (beginning) which could compare to GPT on january [--] [----] a bipartisan group of [--] power-players in the senateled by senators maria cantwell (d-wa) and todd young (r-in)unveiled the national quantum initiative reauthorization act of [----]. this isn't just a "research extension." it is a tactical pivot from discovery to industrialization. here is the surgical breakdown of the money the targets and the beneficiaries. [--]. follow the money: the funding scale the act authorizes"  
[X Link](https://x.com/guo_lin99725/status/2009510708967506379)  2026-01-09T06:21Z [----] followers, [----] engagements


"$ionq $qbts the quantum war chest: dissecting the $500m+ roadmap for u.s. dominance this is important for a big chance (beginning) which could compare to GPT on january [--] [----] a bipartisan group of [--] power-players in the senateled by senators maria cantwell (d-wa) and todd young (r-in)unveiled the national quantum initiative reauthorization act of [----]. this isn't just a "research extension." it is a tactical pivot from discovery to industrialization. here is the surgical breakdown of the money the targets and the beneficiaries. [--]. follow the money: the funding scale the act authorizes"  
[X Link](https://x.com/guo_lin99725/status/2009510759378899441)  2026-01-09T06:21Z [----] followers, [---] engagements


"1 minute to understand the quantum reauthorization act (bookmark) reauthorizes the national quantum initiative through december [--] [----] ensuring a decade-long runway for u.s. tech leadership. funding scale (the war chest): nist: $85m every year from [----] to [----] ($425m total). nist quantum centers: between $18m to $54m annually for 1-3 specialized hubs. nasa: $25m annually from [----] to [----] to secure the high ground in space. strategic targets: nasa space quantum: mission-critical research into quantum satellite comms sensing and deep-space navigation . supply chain shield: identifies and"  
[X Link](https://x.com/guo_lin99725/status/2009515310815301897)  2026-01-09T06:39Z [----] followers, [----] engagements


"$ionq & $qbts why height capital is betting on ionq just look at that [-----] sharpe ratio. i recently revisited that d-wave / multiverse computing finance case study. even though its from a few years back the data is still mind-blowing today. once you see it youll understand why "old hunters" like height capitalwho live for high-frequency trading and factor miningare moving so aggressively into ionq right now. [--]. brute-forcing the [-----] astronomical space in finance everyone talks about finding the "optimal portfolio" but in reality the variables explode too fast. in that d-wave case the"  
[X Link](https://x.com/guo_lin99725/status/2009534102521950651)  2026-01-09T07:54Z [----] followers, [----] engagements


"@floor_dani42065 totally agree price noise is just retail drama real game is in the lab breakthroughs smart money already knows $ionq 🚀"  
[X Link](https://x.com/guo_lin99725/status/2009542109179871433)  2026-01-09T08:25Z [----] followers, [---] engagements


"Yeah spot onHeights could absolutely be hedging those deep OTM $155 warrants by selling short-term calls OTC (or even listed) for premium harvest with capped downside. I dug around SEC filings news and forumsno direct confirmation they're doing OTC specifically just widespread speculation (e.g. Reddit threads on the July/Oct deals) that as a quant fund they're using the warrants as cheap upside coverage for call-writing or volatility arb. Makes total sense given the structure. If you find anything concrete share https://twitter.com/i/web/status/2009548737404928505"  
[X Link](https://x.com/guo_lin99725/status/2009548737404928505)  2026-01-09T08:52Z [----] followers, [---] engagements


"hegseth cant fix peter becks anxiety. why everyone saw the photo op. the secretary of war shaking hands with the king of electrons. "arsenal of freedom." "patriotism." big words. big contracts. retail cheerleaders saw a victory lap. i saw a ceo walking a tightrope. lets get real for a second. pete hegseth is the ultimate client. the dod is the whale. but he isnt here to save peter becks soul. in fact hes the pressure cooker. the identity crisis beck isnt lockheed martin. he isnt a warhawk. look at his eyes when he talks about venus. look at the passion for planetary science. thats the real"  
[X Link](https://x.com/guo_lin99725/status/2009885032811270261)  2026-01-10T07:08Z [----] followers, 28.7K engagements


"$1.5 trillion. pandoras box is open. don't be naive. this isn't just a budget; it's a declaration. the oil capital backing trump is slamming the gas. barbaric. predatory. shameless. this is exactly what the military-industrial complex wanted. they thrive on conflict. their hands are stained with foreign blood and business has never been better. [----] belongs to the war machine. trade accordingly but dont lose your soul. $ITA $XLE $RTX $LMT #Defense #Geopolitics #Oil #WarEconomy"  
[X Link](https://x.com/guo_lin99725/status/2009888116027322782)  2026-01-10T07:20Z [----] followers, [---] engagements


"$ionq earnings date what to watch in q1(bookmark). based on historical data (2022-2025) $ionq consistently reports q4 numbers in late february. my projection: wednesday february [--] [----] (after close). this is the big one. its the first full look at the post-acquisition financials (id quantique + oxford ionics). [--]. q1 catalysts: the "stealth" triggers while everyone waits for earnings smart money is watching these three specific q1 events: the nvidia gtc connection (march 2026):don't forget nvidias gtc conference is in march. ionq is a primary partner for cuda-q (hybrid quantum-classical)."  
[X Link](https://x.com/guo_lin99725/status/2010629520232202287)  2026-01-12T08:26Z [----] followers, [----] engagements


"is $sats a spacex shadow stock what do you think retail is desperate for spacex exposure. since we can't buy starlink equity yet the market is hunting for proxies. after the massive spectrum deal (aws-4 sales) eyes are on $sats. the bull case (the proxy argument):spacex injected billions. liquidity crisis averted. theory: boost mobile becomes the first "starlink-native" carrier. riding elon's network without building new towers. if direct-to-cell wins echostar rides the wave. the risk (and it is huge):be careful with this narrative. did spacex partner with echostar or did they gut them spacex"  
[X Link](https://x.com/guo_lin99725/status/2010637105308016870)  2026-01-12T08:56Z [----] followers, [---] engagements


"$rklb: i sold heavily. no regrets. the sentiment on my feed is terrifying right now. its not investing anymore its pure euphoria. absolute pilgrimage-level faith. when everyone is this loud i get scared. markets have short memories. have we already forgotten the 40% haircut from the last neutron delay or the sympathy crash after the firefly explosion we heal we forget we fomo. reality check: we are in a news vacuum until q4 earnings. the pete hegseth (dod) visit don't read too much into it. its a routine check-in by the boss not a bullish catalyst. the mars dream is bruised. peter beck wanted"  
[X Link](https://x.com/guo_lin99725/status/2010643013387853985)  2026-01-12T09:20Z [----] followers, 69.7K engagements


"$rklb why neutron's q2 static fire will succeed (the hidden moat) the upcoming archimedes static fire test in q2. it is the binary event for $rklb this year. most see it as a coin flip. i see it as a calculated probability. why because we are ignoring the massive data advantage rocket lab has from electron. [--]. the magic number is 9have you noticed the pattern electron: [--] rutherfords (stage 1) + [--] vacuum (stage 2). neutron: [--] archimedes (stage 1) + [--] vacuum (stage 2). this isn't lazy design. its strategic. "9" is the golden number for thrust-to-control balance (unlike the soviet n1 rocket"  
[X Link](https://x.com/guo_lin99725/status/2010647403146461531)  2026-01-12T09:37Z [----] followers, [----] engagements


"@rklbforlife starlink's scale + cash flow is brutal. asts needs flawless execution and fast launches or it'll get crushed. time's not on their side"  
[X Link](https://x.com/guo_lin99725/status/2010697107930534154)  2026-01-12T12:55Z [----] followers, [---] engagements


"haha fair question man probably crosses into full meme territory the moment we start seeing weekly to the moon posts with rocket emojis while simultaneously ignoring every red flag delay/pr miss/insider selling lol were not quite there yet but the vibes are definitely getting warmer"  
[X Link](https://x.com/guo_lin99725/status/2010697667069055455)  2026-01-12T12:57Z [----] followers, [---] engagements


"@st0nkinvest0r @scotiabank lol nice try stonk still shorting asts in [----] respect the conviction tho 😂"  
[X Link](https://x.com/guo_lin99725/status/2010698125539766735)  2026-01-12T12:59Z [----] followers, [---] engagements


"bookmark this: this week's trading cheat sheet here is the schedule so you don't get chopped up. jan [--] // tuesday * data: us cpi (december inflation print) * fed: ny fed pres. williams speaks * earnings: jpmorgan chase $jpm jan [--] // wednesday * data: ppi + retail sales * earnings: bank of america $bac citigroup $c jan [--] // thursday * data: initial jobless claims * fed: ny fed pres. williams opening remarks * earnings: goldman sachs $gs blackrock $blk morgan stanley $ms tsmc $tsm jan [--] // friday * event: [----] nuclear fusion tech & industry conf volatility is coming. hit the save button so"  
[X Link](https://x.com/guo_lin99725/status/2010729214216159674)  2026-01-12T15:02Z [----] followers, [----] engagements


"why $hood is the $rklb of fintech (and why i'm buying the chop). a quick update on my portfolio logic. as many of you know ive been a massive believer in rocket lab ($rklb) for a long time. recently i sold the majority of my position to lock in those gains just keeping a small "moon bag" for the long haul. make no mistakei am still long-term bullish on their mission. they are the high-efficiency assassin taking down the bloated defense primes (ula/boeing). why bring this up because i see the exact same setup forming in robinhood ($hood) right now. the recent price action in $hood has been"  
[X Link](https://x.com/guo_lin99725/status/2010900450149826622)  2026-01-13T02:23Z [----] followers, [----] engagements


"$hood may 2026: the industrial revolution of private equity (and why dxyz was just the beta test). this is intresting and amazing 😊 destiny tech100 ($dxyz) cracked the door open. but robinhood ventures (rvi) is about to blow the entire building up. based on the sec n-2 filings (sept 2025) and regulatory timelines we are staring at a may [----] approval. here is the data-driven reality of why this shift is structural not just symbolic. [--]. scale: the difference between "niche" and "norm"yes dxyz broke the "accredited investor" rule first. but dxyz is an independent fund with limited reach."  
[X Link](https://x.com/guo_lin99725/status/2010921848410894573)  2026-01-13T03:48Z [----] followers, [---] engagements


"$hood prediction markets: hood's next "tokenization" moment (and why kalshi is just a beta test). ive been spending a lot of nights digging into the prediction market data and im seeing a pattern formation that reminds me exactly of the early days of stock tokenization. my thesis is simple: prediction markets will be the second growth pole for robinhood ($hood) in [----] sitting right next to crypto. but the market completely misunderstands why robinhood is winning this. its not about "innovation." its about brutal platform economics. here is the [--] reazons t think. 🙂 [--]. the "free rider""  
[X Link](https://x.com/guo_lin99725/status/2010959335032307877)  2026-01-13T06:17Z [----] followers, [---] engagements


"$hood social: the fission engine the market is ignoring. long agoi'm looking at robinhoods crypto volume or interest rates. while i missing the silent revolution happening right in the ui. robinhood social is not a "chat room." it is the fission engine that powers the entire super-app. based on the q3 [----] earnings call and what vlad tenev is saying the market has completely priced this wrong. here is why social is the key to the $hood explosion. [--]. the end of the "photoshop guru"we all know the problem with reddit (wsb) and x (twitter). it is 90% noise and fake screenshots. vlad said it best"  
[X Link](https://x.com/guo_lin99725/status/2010974853768286606)  2026-01-13T07:19Z [----] followers, [---] engagements


"$rklb vs $lunr Do you think LUNR is undervalued compared to RKLB lunr own has lanteris ) market capitalization: $rklb: $46.7 billion $lunr: $3.3 billion yes no yes no"  
[X Link](https://x.com/guo_lin99725/status/2011092485918056955)  2026-01-13T15:06Z [----] followers, [---] engagements


"@OctavianSiiu nah bro margins are what actually matter here. LUNR was stuck at like 0.5% gross now crawling to 11% after the merger. RKLB sitting pretty at 37% and still climbing. thats why the market gives RKLB 14x the cap. margins win not just revenue"  
[X Link](https://x.com/guo_lin99725/status/2011244928303857809)  2026-01-14T01:12Z [----] followers, [---] engagements


"@Patryn23 spacex cadence crushes neutron for years. lunr rides frequent cheap launches now not in [----]. different risk/reward profiles. both can win just not the same way"  
[X Link](https://x.com/guo_lin99725/status/2011245925981962591)  2026-01-14T01:16Z [----] followers, [---] engagements


"@advisors_abcz cool take both gonna eat just different flavors rklb = fast & fresh lunr = old money getting a glow-up love both 🚀"  
[X Link](https://x.com/guo_lin99725/status/2011246447497527732)  2026-01-14T01:18Z [----] followers, [---] engagements


"yeah fly does feel like an earlier-stage rklb with both launch + lander ambitions. but it's clearly much less mature slower iteration less engineering crispness. that pad explosion wasn't exactly a confidence booster either. still interesting thesis. i'll dig deeper into the comparison"  
[X Link](https://x.com/guo_lin99725/status/2011248287907790886)  2026-01-14T01:25Z [----] followers, [---] engagements


"@SeekingHogwarts got it lunr looking seriously undervalued here. nice pivot from rklb gl with the play 🚀"  
[X Link](https://x.com/guo_lin99725/status/2011248900418703581)  2026-01-14T01:27Z [----] followers, [---] engagements


"$ionq the quantum industrial complex: why ionqs new executive duo is a total game changer the news of katie arrington joining ionq as chief information officer (cio) and leslie kershaw stepping up as chief information security officer (ciso) isn't just a standard executive reshuffle. it is a loud clear signal that the "experimental" era of quantum computing is ending and the "industrial-military" era has begun. if youve been following the quantum space [----] was always predicted to be the tipping point. but with these specific hires ionq is making a definitive play to become the go-to platform"  
[X Link](https://x.com/guo_lin99725/status/2011434291356745969)  2026-01-14T13:44Z [----] followers, [----] engagements


"this is result $rklb vs $lunr"  
[X Link](https://x.com/guo_lin99725/status/2011698225443717595)  2026-01-15T07:13Z [----] followers, [----] engagements


"artemis ii rollout: peak hype or just ignition 🚀 tomorrow morning at 7am et the crawler-transporter starts moving. the sls rocket leaves the vab for pad 39b. this isnt just a photo op. nasas artemis ii press kit is out and admin jared isaacman just called this a milestone for human spaceflight and a step toward a permanent lunar base. we are literally watching the infrastructure of the next [--] years roll out to the pad. but lets talk about the charts. lets talk about the money. looking at $lunr $rdw $pl $rklb $asts $sats. the run-up has been violent. space economy [----] is the consensus trade"  
[X Link](https://x.com/guo_lin99725/status/2012346290953449729)  2026-01-17T02:08Z [----] followers, [---] engagements


"5 hidden alpha plays in the genesis mission (bookmark) this isnt just a doe partner list. this is the balance sheet for "usa inc." in [----]. the government is administratively fusing ai nuclear quantum and rare earths into one machine. the signal is loud: we are pivoting from "free market tech" to a "sovereign tech stack." i dug through the long-tail data to break this list down into [--] capital flows you need to watch. 👇 [--]. the energy aorta (the grid) watch list: comed iso new england tva the logic:this is the boring but inevitable play. ai needs power. quantum needs power. the list includes"  
[X Link](https://x.com/guo_lin99725/status/2012364445763399800)  2026-01-17T03:20Z [----] followers, [---] engagements


"$ionq ghosted by the doe genesis mission 🤔 the genesis mission partner list is out. the silence around one name is deafening. where is $ionq we have quantinuum (honeywell). we have qubit. we even have deep cuts like xlight (lithography) and nusano (isotopes). but the original "spacc quantum darling"the one with the board stacked with former generals and government officialsis missing from the most significant us quantum initiative of the decade. this isn't just bad luck. this is a signal. lets break down why they missed the boat. 👇 [--]. the signal: readiness over rhetoric the fact that"  
[X Link](https://x.com/guo_lin99725/status/2012368504532750519)  2026-01-17T03:36Z [----] followers, [----] engagements


"$ionq the trapped ion endgame: quantinuums ipo vs. ionqs "acquisition empire" ionq is the "tesla" in my mind for years ionq had the "scale" (cloud access qubit count) and quantinuum had the "soul" (insane fidelity logical qubits). but in late 2025/2026 ionq decided to stop playing fair. [--]. the "oxford heist" and the death of the fidelity gap the biggest plot twist wasn't built in maryland; it was bought in the uk. i n september [----] ionq finalized its $1.07 billion acquisition of oxford ionics. the payload: oxfords eqc (electronic qubit control). the 99.99% breakthrough: ionq ditched the"  
[X Link](https://x.com/guo_lin99725/status/2012382247920578980)  2026-01-17T04:31Z [----] followers, [----] engagements


"$ionq quantinuum and Quit is the partner while I think ionq will join soon do you agree Reaching the Genesis Missions ambitious goals requires developing a skilled American workforce to advance AI in science and engineering. @ENERGY is seeking input on forging research partnerships and establishing an AI for science and engineering pipeline: https://t.co/NHgkHWprkd Reaching the Genesis Missions ambitious goals requires developing a skilled American workforce to advance AI in science and engineering. @ENERGY is seeking input on forging research partnerships and establishing an AI for science"  
[X Link](https://x.com/guo_lin99725/status/2012397700679922019)  2026-01-17T05:32Z [----] followers, [---] engagements


"$spir did spire just launch the holy grail of weather tech ($spir hyms update) everyone saw the spacex launch on jan [--]. few people realized what was actually on that rocket. spire ($spir) just sent up [--] birds but one of them is special. its carrying the hyperspectral microwave sounder (hyms). this sounds like boring science jargon. its not. its the key to unlocking millions in government defense & climate contracts. [--]. what is a "microwave sounder" and why does it matterthink of current weather satellites like a doctor looking at your skin. they see the surface. the hyms is like an mri"  
[X Link](https://x.com/guo_lin99725/status/2013116643325481371)  2026-01-19T05:09Z [----] followers, [----] engagements


"$spir lost the battle but did they win the war frankly. i'm feeling the panic about the noaa contract split. yes on sept [--] [----] noaa awarded $24.3m to planetiq and $11.2m to spire. its not "breaking news" today but its the elephant in the room that everyone knows but ignores. why did the private rival get double the cash simple: planetiq is a specialist. their sensors dig deeper into the atmosphere. noaa paid a premium for that specific high-snr data. but if you sell $spir here you are missing the pivot. spire isn't trying to beat planetiq at their own game anymore. spire is changing the"  
[X Link](https://x.com/guo_lin99725/status/2013148131496722562)  2026-01-19T07:14Z [----] followers, [---] engagements


"the invisible moat: why $spir is the operating system of earth 🌍🛰 is spire will be palantir in the space my answer is yes everyone talks about palantir for software. but what feeds the machine you can't run a digital twin of the world without raw physics-based truth. that's where spire global ($spir) comes in. ive spent more times digging into their filings tech specs & patent moats. this isn't just a "satellite company." it's a distributed sensor mesh wrapped in a data monopoly. here is the deep dive nobody is writing about 👇 [--]. the physics of "listening" vs "looking" 👂 most space co's"  
[X Link](https://x.com/guo_lin99725/status/2013162502679560618)  2026-01-19T08:11Z [----] followers, [----] engagements


"$hood the v12 engine and the [--] am phone call: how vlad tenev survived the simulation i like history. if you want to understand why robinhood ($hood) is aggressively buying up companies in indonesia canada and europe right now you have to go back to the night of jan [--] [----]. the clubhouse room was at its 5000-person limit. elon musk pulled vlad tenev onto the stage for what felt like a public trial. at [--] vlad was the most hated man in finance. today at [--] hes running an 11-cylinder revenue machine. here is the factual breakdown of that journey. the [----] confrontation: "vlad the impaler" the"  
[X Link](https://x.com/guo_lin99725/status/2013979079440245122)  2026-01-21T14:16Z [----] followers, [---] engagements


"SpaceX IPO: $1.5T Valuation $30B Raise in [----] Watch These Stocks 🚀 $GOOGL Cloud & Search Giant Investor $BPTRX Growth Tech Fund Investor $BAC Major Banking Partner Investor $RKLB Small Rocket Launch Peer $SATS Satellite Comm Tech Peer $ASTS Direct-to-Cell 5G Peer $LUNR Moon Landers Peer $ATI Starship Alloy Material Supplier $HWM Engine Ring Fasteners Supplier $APH Aerospace Connectors Supplier $HON Avionics & Controls Supplier $LHX Space Defense Tech Supplier $GD Aerospace Mission Sys Supplier $BA Heavy Space Launch Peer $NOC Satellite & Orbit Peer NFA: Not financial advice. Markets"  
[X Link](https://x.com/guo_lin99725/status/1999020143847027094)  2025-12-11T07:35Z [----] followers, [---] engagements


"@Marcinmigr95809 wonder you will choose starlink or MNO+AST if needed"  
[X Link](https://x.com/guo_lin99725/status/2005239082151272637)  2025-12-28T11:27Z [----] followers, [--] engagements


"yes spot on. I think rdw is the intel of the grid. just rklb is likely apple (vertical); rdw is intel (horizontal). the 925m ea buy owns the sensor-to-shooter link: space tracking to air drones. autonomy tech is the brain for isam robotic servicing. rosa solar arrays power the iss; they even sell to rklb. [----] rev: 535m-605m. I think rdw is the connective tissue of the golden dome. and will pay more attention to it https://twitter.com/i/web/status/2005276934159098157 https://twitter.com/i/web/status/2005276934159098157"  
[X Link](https://x.com/guo_lin99725/status/2005276934159098157)  2025-12-28T13:57Z [----] followers, [---] engagements


"$lunr: has the lanteris acquisition cleared regulatory hurdles this is what I wonder much the 20/30 clock: following the nov [--] announcement the 20-day hsr filing and subsequent 30-day review period are reaching their finish line today (dec 31). with no "second request" from the ftc/doj the path to a q1 close is effectively wide open. the isaacman catalyst: sworn in on dec [--] jared isaacman is already moving fast. $lunrs integration of lanteris aligns perfectly with the jan [--] budget deadline positioning them as a "space prime" just as "project athena" starts reallocating legacy nasa funds."  
[X Link](https://x.com/guo_lin99725/status/2006346102195265954)  2025-12-31T12:46Z [----] followers, [----] engagements


"$spir the $200m secret: why $spir is mathematically broken market cap: $419m. guaranteed backlog (rpo): $200m. let that sink in. 50% of this companys entire valuation is already locked in a bank vault.contracts are signed. work is scheduled. clients are governments that dont bounce checks. so who actually owes them this money i dug into the filings. here are the receipts: [--]. the "forever" clients (weather & science)this is the boring part which is why its beautiful. its reliable. noaa (the whale):in september spire signed their largest ever radio occultation contract. crucial detail: the"  
[X Link](https://x.com/guo_lin99725/status/2013128627655671884)  2026-01-19T05:57Z [----] followers, 21.1K engagements


"$lunr: the most misunderstood infrastructure play in space (deep dive) we have seen the stock bounce 2x from the lows sitting around $3.8b market cap. but looking at the sheer scale of what they are building i believe the market is still pricing this as a "moon taxi" service. it is not. after the jan 13th acquisition of lanteris space systems $lunr has quietly become a vertical prime. here is the thesis. 👇 [--]. the "delivery vs. utility" moat (addressing firefly)a common bear case i hear: "firefly aerospace landed too so lunr isn't unique." true. fireflys blue ghost landing (march 2025) was"  
[X Link](https://x.com/guo_lin99725/status/2013252892246106433)  2026-01-19T14:11Z [----] followers, [----] engagements


"$sidu: where is the actual moat been digging into the filings and that massive $500m shelf registration. here are my raw unfiltered thoughts on where sidu stands in the space stack vs the big boys. $sidu $rklb $spir $pl $bksy lets be brutal for a second. compared to the absolute industrial beast that is $rklb (rocket lab) sidu feels like a tier [--] or [--] workshop. rklb is true end-to-end dominance. sidu feels like its been surviving on legacy contract manufacturingliterally making metal boxes for nasajust to keep the lights on. now they are trying to pivot. the classic "we aren't a manufacturer"  
[X Link](https://x.com/guo_lin99725/status/2013781301686607937)  2026-01-21T01:10Z [----] followers, [----] engagements


"is $sidu borrowing the $ionq playbook jan [--] marked a pivotal shift for sidu space with the appointment of kelle wendling to the board. if youve been tracking deep tech for a while this move feels incredibly familiar. its almost a carbon copy of the strategy ionq used to crack the defense market. wendling is a heavy hitter. she spent [--] years at l3harris ($lhx) running a business unit with $1.5 billion in revenue specifically targeting isr and government systems. in the language of washington dc this signals that sidu is done fighting for commercial scraps and wants a seat at the pentagons"  
[X Link](https://x.com/guo_lin99725/status/2013791132971606372)  2026-01-21T01:49Z [----] followers, [----] engagements


"$hood robinhood: stabilized escaping the cyclical fate [--]. the damage assessment: [---] to [---] let's look at the chart first because its ugly. weve seen a 30% haircut from the highs of $153. if you bought the top during the "trump trade" euphoria or the peak crypto mania of late [----] you are hurting. the valuation has compressed significantly bringing the market cap down to around $95b-$100b. the market is asking a simple terrifying question: was [----] a fluke robinhood is trying to prove its a mature fintech platform (like schwab) but the price action still screams "crypto beta." when bitcoin"  
[X Link](https://x.com/guo_lin99725/status/2013858805306794472)  2026-01-21T06:18Z [----] followers, [---] engagements


"$hood robinhood just bought the casino. okay let's actually talk about what just happened with robinhood buying miaxdx because the headlines are way too dry and most people are missing the actual alpha here. this isn't just a boring acquisition of some random exchange nobody has heard of. this is robinhood effectively deciding to stop being just a middleman and starting to own the actual infrastructure. so here is the deal. robinhood formed a joint venture with susquehanna international group better known as sig. robinhood is the controlling partner here. they are in charge. sig is just the"  
[X Link](https://x.com/guo_lin99725/status/2014165057232654686)  2026-01-22T02:35Z [----] followers, [---] engagements


"Why I stopped worrying about the $ASTS "Unfolding Nightmare." 🛰🧵 The [----] sq. ft. BlueBird Block [--] array is the largest commercial structure in LEO. Critics call it a "single point of failure." I call it a masterclass in passive engineering. Here is the deep dive into why the unfolding risk is overblown. 👇 1/ The "Tape Spring" Magic 📏ASTS doesnt use complex motors or hydraulic arms that can seize up in the vacuum of space. They use "Tape Springs" (think of a heavy-duty metal measuring tape). Its "Neutral State" is flat. We force it to fold for launch. Once the latch is released physics"  
[X Link](https://x.com/guo_lin99725/status/2003063654892421287)  2025-12-22T11:22Z [----] followers, 30K engagements


"@femu yeah that's correct. redwire has supplied link-16 antennas for sda transport layer since tranche [--] (e.g. to york space systems) and for tranche [--] (48 delivered). they're a known rf/antenna supplier across multiple primes in the program not just rocket lab. good point"  
[X Link](https://x.com/guo_lin99725/status/2005642488208621642)  2025-12-29T14:10Z [----] followers, [---] engagements


"orbital iron: decoding the [--] clauses building americas space shield the defense basket: the eyes: $LHX (tracking layer). the stealth: $RDW (vleo sabresat). the bus: $RKLB (responsive replacement). the brain: $PLTR (software integration). the mercenary: $BKSY (allied intel). why the reason is below while section 2(a) was about nasa and moon dust section 2(b) is about warfighting. and lets be honest: defense budgets clear congress faster than science budgets. this section explicitly activates the "iron dome for america" (eo 14186) effectively turning the space force from a "support service""  
[X Link](https://x.com/guo_lin99725/status/2007701758479655307)  2026-01-04T06:32Z [----] followers, [----] engagements


"$asts the spectrum war: the dirt road vs. the superhighway ($asts 5x vs $gsat 2x) the new "ensuring american space superiority" executive order (dec [--] 2025) just dropped a massive hint in section 2(c)(ii): "spectrum leadership." the government is panicked about china dominating the frequencies. they are picking winners. i spent the last [--] hours dissecting the q3 [----] transcripts and the technical filings for ast spacemobile ($asts) and globalstar ($gsat). most investors look at the stock price. you have to look at the physics. here is the deep-dive comparison on who actually delivers the 5x"  
[X Link](https://x.com/guo_lin99725/status/2007722420556197957)  2026-01-04T07:55Z [----] followers, [----] engagements


"$lunr: the unseen architect of the artemis era. (deep dive for heavy position holders) i read through the entire deck and the call transcript and the logic is crystal clear: lunr is evolving from a mission-oriented company into a vertically integrated space prime. here is the real logic for going heavy: [--]. they own the "heart" of the gateway (ppe) many people missed that tiny bullet point on page [--] of the ppt: "artemis prime (ppe)." lanteris is the prime contractor for the power & propulsion element (ppe) of nasa's lunar gateway. what does this mean it means the engine the power and the"  
[X Link](https://x.com/guo_lin99725/status/2008090505754865986)  2026-01-05T08:17Z [----] followers, [----] engagements


"i'm heavy in $rklb and i'm not selling but let's be realfor it to 10x from here it practically needs to become lockheed martin. thats a long slow grind. i love the company but the "easy" money might have been made. im looking for that explosive speed again. $lunr feels like the sprinter here. tiny market cap compared to rocket lab. if they stick the upcoming landings the repricing is gonna be violent. mathematically its got a much faster path to 10x than peter becks empire right now. but then theres quantum. $ionq. it scares me and excites me. space is infrastructure but quantum is basically"  
[X Link](https://x.com/guo_lin99725/status/2009617502171451759)  2026-01-09T13:25Z [----] followers, 22.8K engagements


"many of you are wrong. making the mda list getting paid. ive seen the hype. ive seen the screenshots. "$151 billion contract award" people are piling into small-cap defense and space stocks thinking revenue is guaranteed. its not. i need to clear this up because if you don't understand the mechanism you are trading blind. [--]. the "shield" realitythe mda (missile defense agency) just dropped the "shield" contract. yes the ceiling is $151b. that number is massive. but here is the catch: it is an idiq contract (indefinite delivery / indefinite quantity). [--]. the "hunting license"making this list"  
[X Link](https://x.com/guo_lin99725/status/2013175607237173442)  2026-01-19T09:04Z [----] followers, [----] engagements


"$asts the amt rebalance: a calm look at the logic I like read history to find the truth🙂 on december [--] [----] american tower (amt) executed a block trade to sell [----] million shares of $asts. the timing was notable as it occurred just weeks before the successful bluebird [--] launch on december [--]. while a large sale can trigger uncertainty the context of this move follows a very standard institutional playbook for long-term strategic partners. amt is not an average investor; they have a seat on the $asts board represented by their own ceo. as an insider with direct visibility into the technical"  
[X Link](https://x.com/guo_lin99725/status/2005810021372699059)  2025-12-30T01:15Z [----] followers, [---] engagements


"10 nuclear supply chain companies(simple version) upstream: miners (shortage play) $uec $ccj $nxe $uuuu midstream: enrichment (the bottleneck) $leu (centrus energy) downstream: smrs (the future)$oklo $nne $smr utilities: customers (ai power)$ceg $vst"  
[X Link](https://x.com/guo_lin99725/status/2008336204308124133)  2026-01-06T00:33Z [----] followers, [---] engagements


"$RKLB $AST google search index it's sleep down will be wake up on monday"  
[X Link](https://x.com/guo_lin99725/status/2002616743236415802)  2025-12-21T05:46Z [----] followers, [---] engagements


"$AST From "Burn" to "Harvest": A Deep Dive into BlueBird-6s First [--] Days in Orbit 🛰💰 Tonight December [--] [----] at 10:24 PM EST BlueBird-6 is scheduled for liftoff. This mission isn't just about a successful launchit's the start of the most aggressive commercialization phase in the history of the space economy. Here is the 30-day roadmap as ASTS transitions from an "experimental player" to the worlds largest space-based mobile broadband wholesaler. Phase 1: Technical De-risking (Day 1-14) 🛡 The Milestone: "The Great Unfurling." Deploying the [----] sq. ft. giant antenna is the ultimate test"  
[X Link](https://x.com/guo_lin99725/status/2003465025391071282)  2025-12-23T13:57Z [----] followers, [----] engagements


"$rklb neutron tank rupture: a $15m safety valve so the news is out. the neutron stage [--] tank ruptured during hydrostatic pressure testing. the market is reacting exactly how you would expectshoot first ask questions later. rklb is taking a hit. but before we panic let's actually look at the engineering philosophy here. this is classic peter beck. unlike the "move fast and break things" approach that accepts rapid unplanned disassemblies on the launch pad beck is methodical. he is arguably the most risk-averse ceo in the launch business when it comes to flight hardware. breaking a tank on a"  
[X Link](https://x.com/anyuser/status/2014190322511937539)  2026-01-22T04:16Z [----] followers, 15.9K engagements


"$asts: the launch math doesn't add up its time to talk about the reality of the ast spacemobile roadmap. ive been digging through the filings and the latest updates. lets be direct: the pace isn't matching the promises from the q3 report. we just got word that bluebird [--] is slated for a late february launch on blue origins new glenn. thats a milestone sure. but lets look at the calendar. last quarter management signaled they expected [--] orbital launches by the end of q1 [----]. do the math: bluebird [--] went up in december [----]. bluebird [--] is set for late february [----]. even with a miracle"  
[X Link](https://x.com/anyuser/status/2014330791602577479)  2026-01-22T13:34Z [----] followers, [----] engagements


"hunting for $10B: The AFRL AMAC Shortlist (bookmark) 1/9 the air force research lab (afrl) just dropped a massive solicitation called AMAC. ceiling: $10 billion. duration: up to [--] years. this is the "hunting license" companies need to bid on future science & tech orders. i read the whole soo so you dont have to. here is the potential candidate list. bookmark this. 👇 2/9 first understand what this is. its an IDIQ (indefinite delivery/indefinite quantity) contract. winning a spot here doesn't guarantee money immediately ($500 min) but it guarantees a seat at the table for every task order"  
[X Link](https://x.com/anyuser/status/2014503222770295181)  2026-01-23T00:59Z [----] followers, [---] engagements


"$rklb $ionq & $asts: the $10b countdown is officially live. the air force research lab (afrl) just moved the amac project from "draft" to "active." the rules are set the $10 billion is on the table and the clock is ticking. the confirmed schedule (verified): january [--] 2026: the formal rfp was officially released. we are no longer in the "planning" phase; this is the real deal. february [--] 2026: the final deadline for all proposals. companies must have their bids in the portal by [--] pm est. q2 & q3 2026: the "blackout" period. the government will be auditing hundreds of self-scoring sheets and"  
[X Link](https://x.com/anyuser/status/2014510584319152315)  2026-01-23T01:28Z [----] followers, [----] engagements


"$hood robinhoods secret weapon: why prediction markets are the next trillion-dollar play. the nfl "vibe shift" this season we saw kalshis nfl volumes hit $720m in a single week. while giants like draftkings and flutter are sweatinglosing market share to these "no-vig" p2p platformsrobinhood is sitting in the catbird seat. they aren't just an app for buying nvidia anymore; they are becoming a global clearinghouse for truth. why this is the "second growth curve" robinhoods ceo vlad tenev dropped a truth bomb recently: we are in the "early stages" of a supercycle. but heres the kickerhe isn't"  
[X Link](https://x.com/anyuser/status/2015594638678298841)  2026-01-26T01:16Z [----] followers, [---] engagements


"$hood why googles jan 21st flip is robinhoods iphone moment the timing is too perfect to be a coincidence. on january [--] [----] two massive tectonic plates in the financial world shifted at the exact same moment. google officially flipped the switch on its advertising policy allowing federally regulated prediction markets to bid for search traffic for the first time in years. on that same day robinhood finalized its acquisition of miaxdx securing the very license required to play in googles new sandbox. this isn't just about a new ad budget. its about hoods transition from a brokerage app to a"  
[X Link](https://x.com/guo_lin99725/status/2015686800065626586)  2026-01-26T07:22Z [----] followers, [---] engagements


"$ionq ionq ceo on the big vision. raw transcript of how they plan to build the infrastructure of the century. save this read. 👇 PARTICIPANTS Niccolo de Masi Chairman and CEO IonQ Carolyn Hyde Journalist Bloomberg News Ed Ludlow Journalist Bloomberg News Caroline Hyde: IonQ. Well its agreed to buy US-based chip foundry SkyWater Technology for around $1.8billion dollars. Shares on the downside for IonQ now; they had been up earlier. Were seeing SkyWater up more than 5.8%. Its a cash and stock deal and its the largest in quite the string of recent acquisitions by the quantum computing firm"  
[X Link](https://x.com/anyuser/status/2015957750807986563)  2026-01-27T01:19Z [----] followers, [----] engagements


"$rklb: -9.47%. time to focus. down -9.47%. lets be real about it. look at the broader market yesterday. the entire space economy sector got hammered it wasn't just us. this wasn't a fundamental failure at rocket lab; it was a sector-wide correction. while the market panics the hardware keeps moving. the 'hungry hippo' has arrived at launch complex [--]. neutron assembly is imminent. the physical progress is happening regardless of the daily chart. [----] is going to be volatile. its a year full of risks. i'm not ignoring the recent incidentit's still being evaluated and we don't know yet if the"  
[X Link](https://x.com/anyuser/status/2015989108334846035)  2026-01-27T03:23Z [----] followers, [---] engagements


"$hood how hood just turned the brokerage industry upside down honestly watching hood lately feels like watching a tech company run circles around the "old guard." while legacy brokers are still stuck in the 90s vlad and his team are treating their x (twitter) mentions like a live product roadmap. "traders asked and the team delivered"thats not just a caption; its a total culture shift. let's talk about the march 9th update. starting then hood is paying high-yield interest on options cash collateral. do you realize how insane that is most brokers have been pocketing that "float" for decades"  
[X Link](https://x.com/anyuser/status/2016423893603701090)  2026-01-28T08:11Z [----] followers, [---] engagements


"$hood so excited about robinhood's social coming"  
[X Link](https://x.com/anyuser/status/2017531865356513290)  2026-01-31T09:34Z [----] followers, [---] engagements

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