#  @AlexfromBabylon Alexander Alexander posts on X about $asts, $rklb, space, spacex the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1709523382461411329/interactions)  - [--] Week [-------] +195% - [--] Month [-------] +14% - [--] Months [---------] +78% - [--] Year [---------] +89% ### Mentions: [--] [#](/creator/twitter::1709523382461411329/posts_active)  - [--] Week [--] +7.90% - [--] Month [---] +21% - [--] Months [---] +89% - [--] Year [---] +17% ### Followers: [---------] [#](/creator/twitter::1709523382461411329/followers)  - [--] Week [-----] +0.83% - [--] Month [-----] +1.90% - [--] Months [-----] +41% - [--] Year [-----] +93% ### CreatorRank: [-------] [#](/creator/twitter::1709523382461411329/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 33.58% [finance](/list/finance) 28.68% [technology brands](/list/technology-brands) 25.66% [celebrities](/list/celebrities) 4.91% [countries](/list/countries) 3.77% [cryptocurrencies](/list/cryptocurrencies) 3.4% [automotive brands](/list/automotive-brands) 1.51% [financial services](/list/financial-services) 1.13% [products](/list/products) 1.13% [events](/list/events) #772 **Social topic influence** [$asts](/topic/$asts) #101, [$rklb](/topic/$rklb) 27.17%, [space](/topic/space) 17.74%, [spacex](/topic/spacex) 16.6%, [lab](/topic/lab) 13.21%, [$iren](/topic/$iren) 12.83%, [rocket lab](/topic/rocket-lab) 12.83%, [$nbis](/topic/$nbis) #101, [business](/topic/business) 8.68%, [ai](/topic/ai) 7.92% **Top accounts mentioned or mentioned by** [@catseapex](/creator/undefined) [@timx94](/creator/undefined) [@spacex](/creator/undefined) [@tryptotran](/creator/undefined) [@palmerluckey](/creator/undefined) [@werichyetbois](/creator/undefined) [@aaronburnett](/creator/undefined) [@daveginvesting](/creator/undefined) [@secdef](/creator/undefined) [@danroberts0101](/creator/undefined) [@tysondaniels](/creator/undefined) [@mrlubos](/creator/undefined) [@astspacemobile](/creator/undefined) [@deptofdefense](/creator/undefined) [@jkeynesalpha](/creator/undefined) [@hypergrowth102](/creator/undefined) [@skipperswe7980](/creator/undefined) [@snarfmcsnarf](/creator/undefined) [@megaconstellati](/creator/undefined) [@romanchernin](/creator/undefined) **Top assets mentioned** [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [Iris Energy Limited (IREN)](/topic/$iren) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Auroracoin (AUR)](/topic/$aur) [CoreWeave, Inc (CRWV)](/topic/$crwv) [Iridium Communications Inc. (IRDM)](/topic/$irdm) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Redwire Corporation (RDW)](/topic/$rdw) ### Top Social Posts Top posts by engagements in the last [--] hours "$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed since the Starlink deal. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like and said they dont have global spectrum but indirectly implied they need / want it. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing" [X Link](https://x.com/AlexfromBabylon/status/2022026525374132717) 2026-02-12T19:14Z [----] followers, 10.9K engagements "$ASTS $SPCX Not seen anyone post this but these are direct quotes from Deutsche Telekom Q3 earnings call held on [--] November [----]. The most important quote is that Deutsche Telekom said they are very interested to further collaborate with Starlink in Europe which I think is a deviation from the [----] language. Also confirmed Gen [--] satellites with Echostar spectrum will not be deployed for 28/29 and als some small tidbits but feel free to read the quotes below. Also highlighted Echostar's spectrum is coming up for renewal in the EU. As I detailed before DT already is fighting with Viasat to" [X Link](https://x.com/AlexfromBabylon/status/2011052389235609906) 2026-01-13T12:27Z [----] followers, 43.7K engagements "$ASTS The synergies are getting quite obvious at this point. $T is deepening ties with $AMZN to overhaul its network infrastructure. The new deal integrates AWS hybrid cloud and the newly branded Amazon Leo (formerly Project Kuiper) satellite unit. Details: Connectivity: AT&T will use Amazon Leo satellites for remote enterprise https://t.co/1d3Gc06TZS $T is deepening ties with $AMZN to overhaul its network infrastructure. The new deal integrates AWS hybrid cloud and the newly branded Amazon Leo (formerly Project Kuiper) satellite unit. Details: Connectivity: AT&T will use Amazon Leo" [X Link](https://x.com/AlexfromBabylon/status/2019041418493485151) 2026-02-04T13:32Z [----] followers, 12.4K engagements "$NBIS Nebius is headquartered in Amsterdam so as a result now and then they pop up in the local news paper and this article from December [----] has some quotes from both Arkady and Tom Blackwell that give some insight in the origin company culture and Arkady himself. If you create a throwaway account you can read the article for free (otherwise behind a paywall) Fun facts: Arkady's level of English is called "Rushlish" which is a mix of Russian and English by his former English tutor. Arkady's villa was squated by lefties in Amsterdam (Vossiusstraat Amsterdam) and since he was on the sanction" [X Link](https://x.com/AlexfromBabylon/status/2021550835130392913) 2026-02-11T11:44Z [----] followers, [----] engagements "$NBIS Nebius is doing an Elon type speedrun and that makes some people uncomfortable. You need to believe the story for the financials to work out. Thats also why where the alpha is. Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b up 130%. Depreciation alone was roughly $400m up more https://t.co/TWs7vWcdBB Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip" [X Link](https://x.com/AlexfromBabylon/status/2022001564064657724) 2026-02-12T17:35Z [----] followers, [----] engagements "$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing shareholder value. Therefore we will not rule out future business alliances that leverage our unique spectrum" [X Link](https://x.com/AlexfromBabylon/status/2022026237640573168) 2026-02-12T19:13Z [----] followers, [----] engagements "@JKeynesAlpha I think Aurora will do well but I bet on $KDK for better risk rewards" [X Link](https://x.com/AlexfromBabylon/status/2022050319858118920) 2026-02-12T20:48Z [----] followers, [---] engagements "@WeRichYetBois @Keaku_ @JKeynesAlpha This is the wrong analogy. Aurora has a one year lead in tech but is in behind in deployment compared to Kodiak. Reality is market will find out they are more alike then most currently think" [X Link](https://x.com/AlexfromBabylon/status/2022411289252020628) 2026-02-13T20:43Z [----] followers, [--] engagements "@aaronburnett AST is already doing 100kw with a not optimized design for it. So its not impossible" [X Link](https://x.com/AlexfromBabylon/status/2022734079750447361) 2026-02-14T18:05Z [----] followers, [----] engagements "$ASTS AST management is quite conservative. They would not choice to highlight this in a PR + Scott retweet + AST GOV guy on Linkedin if AST was just some minor vendor on the Shield IDIQ list. This raises expectations in terms of AST's US government business. My read is that they have received a strong demand signal for their technology from MDA. Just my [--] cents. + Golden Dome IDIQ + Golden Dome IDIQ" [X Link](https://x.com/AlexfromBabylon/status/2012204564452090247) 2026-01-16T16:45Z [----] followers, 10.9K engagements "$ASTS The Nordics will be really happy when AST Spacemobile will win spectrum in [----] reallocation. Clearly the local Nordics regulators dont want their internet on Starlink US spy network. Expect Telenor and Talia to with with AST and I bet local regulators would love that. Sweden in no rush to roll out satellite direct-to-cell January [--] [----] "Even if coverage over Northern Europe can be resolved there is a risk that only one satellite operator will be able to offer more advanced D2D services in all of Northern Europe. This would mean a Sweden in no rush to roll out satellite direct-to-cell" [X Link](https://x.com/AlexfromBabylon/status/2013544963619934691) 2026-01-20T09:31Z [----] followers, [----] engagements "$AUR $KDK This is a great question that I have also struggled with for a while as a former $AUR shareholder. What triggered me to go deep on autonomous trucking is that sentiment is at all time low while real commercial deployments are happening as we speak. In fact Atlas Energy is already deploying Kodiak autonomous trucks without safety drivers 24/7 for its operations. Just [---] trucks deployed with Atlas generate 10s of millions of higher margin annual recurring revenue at full run rate and Atlas has been extremely satisfied with operational performance and will likely order more in the" [X Link](https://x.com/AlexfromBabylon/status/2014303342936121348) 2026-01-22T11:45Z [----] followers, [----] engagements "$KDK $AUR It's good to keep in mind that as of today Kodiak AI still has essentially a short term monopoly by driving autonomously in unstructured environments in the Permian basin. Aurora's Detmar's deal is still on public and private (paved) roads but Atlas Energy deal also includes driving in unstructured non-paved environments. It can do that well because it does not rely on mapping and has built its AV stack also specifically to include unstructured environments. Most analysts don't even understand this so we are still very early. https://twitter.com/i/web/status/2014330644604547303" [X Link](https://x.com/AlexfromBabylon/status/2014330644604547303) 2026-01-22T13:33Z [----] followers, [----] engagements "@TheRonnieVShow I switched to Kodiak AI from MobilEye. Better prospects minus the humanoids" [X Link](https://x.com/AlexfromBabylon/status/2014330786837676400) 2026-01-22T13:34Z [----] followers, [---] engagements "@mikealfred Not interested in $MBLY Especially since they acquired humanoid robots play Mentee" [X Link](https://x.com/AlexfromBabylon/status/2016654260436369568) 2026-01-28T23:26Z [----] followers, [----] engagements "Which other company valued at 8B is also at the same crossroads Hint: The market hates it right now. Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash generation machine to help fund Tesla's other initiatives. Lots to look https://t.co/VZVuK0ApRM Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash" [X Link](https://x.com/AlexfromBabylon/status/2016814655360860618) 2026-01-29T10:04Z [----] followers, [----] engagements "$MBLY Sentiment is at all time low with a flat guide for the legacy business but the sentiment is just a few quarters away from flipping into exciment around humanoid robotics & the Volkswagen autonomy deployment. For 7.8B market cap you get: Legacy business that did $1.894B of revenue in [----] with a conservative flattish guide of 5% for [----] while at the same time they have a revenue backlog of $24.5B over an [--] year period. That's 3B of run rate per year for the next years meaning a 50%+ revenue growth from here all the while transitioning to higher margin EyeQ product generations. This" [X Link](https://x.com/AlexfromBabylon/status/2016844859940687904) 2026-01-29T12:04Z [----] followers, [----] engagements "$ASTS Great news for the space industry with SpaceX & xAI as pathfinders for space based datacenters at scale. I think MNOs also by now are getting a little scared of Elons scope😉 Bullish for AST Also for the chances of getting EU MSS spectrum in [----]. xAI and EU are no friends to put it lightly. SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth" [X Link](https://x.com/AlexfromBabylon/status/2018467388333736055) 2026-02-02T23:31Z [----] followers, [----] engagements "$AUR $KDK In my view the real dark horse is none of the competition mentioned below but Kodiak with a 1.6B MC. (disclosure I am long KDKW) versus Aurora being valued at 7.8B MC. Also want to second this conclusion: "At the end of the day Autonomous Trucking is a show-me story. For years companies have touted their technology their model this their data that their demo this their demo that. No one cares anymore. No one cares about your "timeline" when you "anticipate" when you "expect" etc. Build the driver build the hardware kit build the redundant trucks integrate the driver remove the human" [X Link](https://x.com/AlexfromBabylon/status/2018641232063336888) 2026-02-03T11:02Z [----] followers, [----] engagements "$ASTS Our SAM just got a massive upgrade. It's clear that OEMs and MNO's alike need to allign with AST in order not to get eaten alive. Very bullish BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW" [X Link](https://x.com/AlexfromBabylon/status/2019397622470177042) 2026-02-05T13:08Z [----] followers, [----] engagements "$ASTS If you just take a step back then people don't fully understand how much future value creation the SpaceX / XAI merger will generate for AST Spacemobile. By creating this giant Elon co empire this immediately draws SpaceX in competition with very powerful companies in AI which could clearly incentivize Google to push AST even deeper into the Android ecosystem. Apple next Then in a couple years we arrive at space based datacenters and those same powerful players all need datacenters from companies who are not their direct competitor. Interestingly while Elon is growing its own TAM" [X Link](https://x.com/AlexfromBabylon/status/2019444201511866402) 2026-02-05T16:13Z [----] followers, [----] engagements "$IREN I was fortunate in the sense that IREN was only 5% of my portfolio before earnings and I know many people are full portfolio on IREN so that drawdown really hurts but I bought the dip and doubled my position yesterday in AH. In a reasonable scenario this could still be a $100 stock end of [----] which will be 200% in [--] months and this is still the same management team that everyone is so ecstatic about. Personally these are the setups that I love. Financials are optically distorted due to bitcoin and one off GAAP items but underlying business fundamentals are rapidly progressing. Also" [X Link](https://x.com/AlexfromBabylon/status/2019701675464806732) 2026-02-06T09:16Z [----] followers, [----] engagements "@moninvestor I got 5k shares from the panicans at just sub $32. Thanks" [X Link](https://x.com/AlexfromBabylon/status/2019708206055071934) 2026-02-06T09:42Z [----] followers, [----] engagements "@edge_of_power You also need software to run bare metal aside from what Nebius does on top which is a managed platform" [X Link](https://x.com/AlexfromBabylon/status/2019724382235697661) 2026-02-06T10:46Z [----] followers, [----] engagements "$HIMS So much people are losing their shirt on this company. Look I get the thesis and why it might work and think it will go higher but I simply do not trust management. If this was such a generational opportunity why is Andrew pumping and dumping the stock on retail None of my biggest succesful management teams did that before delivering a 5x to retail. Heck Abel from AST has not sold a single share. https://twitter.com/i/web/status/2019728933235699960 https://twitter.com/i/web/status/2019728933235699960" [X Link](https://x.com/AlexfromBabylon/status/2019728933235699960) 2026-02-06T11:04Z [----] followers, [----] engagements "$IREN This gave me the final conviction to double my shares at sub $32. Not a bad return of 30% in a day with no deal 😂 Took advantage of the panicans and gamblers. Thanks everyone who contributed in this major draw down. Going so low was not possible without degen options and overleveraged ETFs. Your shares will be in good hands going forward 😜 Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6 Big Tech 2026" [X Link](https://x.com/AlexfromBabylon/status/2019921969844547957) 2026-02-06T23:51Z [----] followers, [----] engagements "@hypergrowth102 @mvcinvesting Well management did not anticipate it as well it seems because it now remove the product" [X Link](https://x.com/AlexfromBabylon/status/2020441154773221883) 2026-02-08T10:14Z [----] followers, [---] engagements "$NBIS I still think it is literally Day [--] for the platform story and that we only saw like 5% of the end state what Nebius will be. Megacap in the making here" [X Link](https://x.com/AlexfromBabylon/status/2020486385753358454) 2026-02-08T13:14Z [----] followers, [----] engagements "$DUOL I know I have made fun of learning apps in the past and I honestly could have never predicted to invest in one myself but there is a convergence of catalysts that create an unique opportunity in my view: Name sold off significantly on AI commodization fears being down 70% YoY as of today Recent market volality pushed the name down even further. At the same time you have: A passionate founder led business who is not afraid to take the contrarian view A huge distribution network and global brand Proprietary data moat in behavorial learning Their bottleneck was always creation of highly" [X Link](https://x.com/AlexfromBabylon/status/2020905893240410382) 2026-02-09T17:01Z [----] followers, [----] engagements "$IREN The clues are coming together. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside" [X Link](https://x.com/AlexfromBabylon/status/2020910825368596869) 2026-02-09T17:21Z [----] followers, 16.8K engagements "@SkipperSwe7980 No its now 80/20" [X Link](https://x.com/AlexfromBabylon/status/2021389986130739567) 2026-02-11T01:05Z [----] followers, [--] engagements "$ASTS Great news $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular" [X Link](https://x.com/AlexfromBabylon/status/2021395409982325230) 2026-02-11T01:26Z [----] followers, [----] engagements "@StupkaStanislav The market cap is 40x lower because SpaceX is growing faster at a way larger scale" [X Link](https://x.com/AlexfromBabylon/status/2021463122805244099) 2026-02-11T05:55Z [----] followers, [---] engagements "$ASTS Scott only nowadays does this if something good is coming which I guess probably will be announced at MWC [----] early March just before the earnings call. $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0 Million Convertible Senior Notes Funded By Registered Direct Offerings: https://t.co/AvL3aIXz1y https://t.co/34xUi72Mt3 https://t.co/8G7Cg0aS4c $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0" [X Link](https://x.com/AlexfromBabylon/status/2021713615070405028) 2026-02-11T22:31Z [----] followers, 10.3K engagements "@Reformed_Trader MWC [----] is just around the corner. Maybe a Satco partnership" [X Link](https://x.com/AlexfromBabylon/status/2021715430449017145) 2026-02-11T22:38Z [----] followers, [----] engagements "$ASTS Space based datacenters 👀 monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence enhancing investment in government space $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture" [X Link](https://x.com/AlexfromBabylon/status/2021716153194971427) 2026-02-11T22:41Z [----] followers, [----] engagements "@SnarfMcSnarf @aaronburnett They jist did the convert for space based datacenters so we might get an official vompany number at the next earnings call" [X Link](https://x.com/AlexfromBabylon/status/2022760193025556575) 2026-02-14T19:49Z [----] followers, [--] engagements "Unfortunately communism has found its way to my country. Unrealized gains tax + highest tax rate in Europe on investments at 36%. Fortunate enough to be able to start a Dutch equivalent of LLC and evade this (this tax is on personal level not company level) but our government is on the brink of wiping out the middle class in my country. Let alone all employees at companies like Nebius and ASML now need to pay 36% unrealized gains on their investments from [----] onwards together with one of the highest income tax rates in Europe this will make the country less competitive going forward. Fun" [X Link](https://x.com/AlexfromBabylon/status/2021922806288506972) 2026-02-12T12:22Z [----] followers, 112.9K engagements "$AUR $KDK The reason I am not an uber bull like everyone on FinX on Aurora is that I dove in deep and I noticed a capital inefficient business model a host of strategic mistakes in combination with an elevated valuation. The company will be fine but I am looking for a SPB type operator here not a Blue Origin. Aurora betted on the truck OEMs to get them to [--] billion in revenue in [----] but that failed since the OEMs are laggards. Kodiak CEO Don Burnette has been saying this for [--] years and betted on the retrofit model with Rousch and signed up a marque customer with Atlas energy to move frac" [X Link](https://x.com/AlexfromBabylon/status/2022835647485038701) 2026-02-15T00:49Z [----] followers, [---] engagements "$ASTS Can you imagine you are the CEO of Viasat and you are excited to share your Q4 [----] update with analysts. Then when you get to the Q&A a significant part of the questions are about what the heck competitor AST Spacemobile just did with the Ligado spectrum lease deal. My conclusion is that Wall Street has not fully grasped what is happening here but like I said before this deal if come to full fruition covers the entire current market cap of the stock. *For context Viasat bought Inmarsat who leased the spectrum to Ligado. Viasat wants that spectrum for itself which is also in indication" [X Link](https://x.com/anyuser/status/1891829230545273216) 2025-02-18T12:36Z [----] followers, 17K engagements "$RKLB For the careful observer Rocket Lab just changed the Neutron language from no earlier then mid [----] to second half [----]. Probably a mini delay PRed in a good way. Shared progress on Neutrons development ahead of planned debut launch of the new reusable medium-lift rocket in the second half of 2025" [X Link](https://x.com/anyuser/status/1895224733735563654) 2025-02-27T21:29Z [----] followers, 61.1K engagements "$ASTS I cannot overestimate how freaking huge news this is This is the perfect solution with perfect timing with the right tech. I am convinced that with this arrangement we just locked in the largest part of Europe. This Vodafone x AST Spacemobile Satco venture has so many implications: If I intepretate it correctly Vodafone just flipped it's exclusive home market deal (meaning AST cannot sell to other MNO's in Vodafone home markets) in a exclusive Satco venture ready to serve ALL MNO's in Europe. This just significant expanded TAM in Europe and is also the right thing to do (also legally" [X Link](https://x.com/anyuser/status/1896494169889108012) 2025-03-03T09:33Z [----] followers, 25.7K engagements "$ASTS The satcom sector is ripe for disruption. If you watch this talk especially the two panels you can see that most satcom operators & partners in the ecosystem are not prepared for what is to come. Panels talk about D2D as if it is some future technology that will commercialize over three years. On the two panels both Scott (ASTS) and David (SpaceX) point out that they are on the breaking of launching commercial service. David says also over three years nobody is going to be talking about this anymore because then it will just be an integral part of the product. Basically he says if you" [X Link](https://x.com/anyuser/status/1900490544381313476) 2025-03-14T10:13Z [----] followers, 25K engagements "$RKLB🚨Big write-up incoming about Rocket Lab's roadmap to space applications.🚨 Via my longer term more well diversified second portfolio focused on the (defense) tech angle I am a Rocket Lab shareholder again. Now I hold just [---] shares but will improve cadence rapidly. 😉 Longer term will also sell a stake of my AST Spacemobile in main portfolio if it goes 100B to further fund the portfolio diversity. Idea is that long term the second portfolio becomes the main portfolio of around 5-7 names. With that sidestep out of the way I wanted to reflect on the past period when I sold in the main" [X Link](https://x.com/anyuser/status/1902354936362397705) 2025-03-19T13:42Z [----] followers, 33.8K engagements "$ASTS AST SPACEMOBILE BUSTED: "WORKS WITH ALL PHONES" CLAIM SHATTERED AS SHORTS UNCOVER THAT THE SERVICE CANNOT CONNECT WITH THE PEPPA PIG PP06 & FISHER-PRICE ROTARY PHONE. MANAGEMENT BLAMES DEVICE MANUFACTURERS. DEVICE MANUFACTURERS DECLINE TO COMMENT. TMF ANALYST SAYS TOTAL PR DISASTER LEAVING THIS YOUNG GROUP OF CUSTOMERS WITHOUT SATELLITE CONNECTIVITY ON THEIR FAVORITE PHONES. STOCK DOWN 2% IN PREMARKET. Always fun to add to the panic on the red days 😉" [X Link](https://x.com/anyuser/status/1902667058716016882) 2025-03-20T10:22Z [----] followers, 11.4K engagements "$ASTS $RKLB This is an interesting observation from Dave about my recent ramblings on in house launch costs. (that's why I reposted it) To answer your question: My personal view is that in Beck is right. SpaceX Blue Origin and Rocket Lab are and will be part of the biggest space companies in the future since they will be end to end providers. They will put of large network intensive constellation and built out physical infrastructre in space. That's also the reason I was and am an $RKLB investor. On the other hand I think AST Spacemobile will be the second largest company in market cap behind" [X Link](https://x.com/anyuser/status/1905289929933934644) 2025-03-27T16:04Z [----] followers, 37.2K engagements "$RKLB This is the million dollar question for Rocket Lab shareholders including myself. What % of SpaceX's market cap should Rocket Lab be valued at. Some thoughts: 1) SpaceX is by far market leader in launch space exploration and satellite broadband internet. This will not change over the next decade. How should you value a market leader versus a market follower and will that market follower be number two or three Truth is I don't really know but 50% is way overstretched. 2) My investment case has always been 10% since that's probably reasonable based on the company's current trajectory. Now" [X Link](https://x.com/anyuser/status/1913175068189794784) 2025-04-18T10:17Z [----] followers, 24.6K engagements "$RKLB $ASTS Breaking: Rocket Lab Senior VP of business development was quoted in a Aviation week article saying they will enter the direct to device consumer market which interestingly will put both of my investments in direct competition with each other Big implications and flown under the radar till now. @daveginvesting @trypto_tran Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that" [X Link](https://x.com/anyuser/status/1913338367091024257) 2025-04-18T21:06Z [----] followers, 86.2K engagements "$ASTS My mantra is always that if want to make outsized returns as retail you have to understand developments before they are announced or understood by institutions and/or analysts especially for key catalysts. The only way to do that is to combine seperate sources nuggets and logical thinking into a comprehensive overall view or thesis before anyone else does it. The consumer and first responder thesis has been well publicized and incorporated in analyst models. In fact the entire company's market cap is based on a (certain %) of probability that the consumer and first responder thesis of" [X Link](https://x.com/AlexfromBabylon/status/1915364325646102550) 2025-04-24T11:16Z [----] followers, 27.6K engagements "$ASTS Take on Q1 2025: This is no longer a pre revenue company. Within 1-2 years they will easily become one of the largest space companies by revenue" [X Link](https://x.com/anyuser/status/1922030779447534032) 2025-05-12T20:47Z [----] followers, 12.9K engagements "$ASTS $RKLB Yesterday President Trump revealed more details about the largest US defense project in recent history: The Golden Dome. To recap: 1) Costs are estimated to be $175 billion and the Golden Dome should be fielded before his second presidential term ends meaning it has to be done in three years. 2) As a reminder: "this design for the Golden Dome will integrate with our existing defense capabilities". Essentially existing land sea space based assets for Golden dome are integrated into an single software defined architecture ensuring an efficient OODA loop combined with new space based" [X Link](https://x.com/anyuser/status/1925096058444505538) 2025-05-21T07:47Z [----] followers, 26.7K engagements "$ASTS $RKLB Unexpected 😁 Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y" [X Link](https://x.com/anyuser/status/1931424247085138127) 2025-06-07T18:53Z [----] followers, 19.1K engagements "$RKLB $ASTS Many dont understand that the strategic calculus of how much to rely on SpaceX has changed for DOD brass with Elons actions. Every DOD official has now mentally printed in his head: Elon Musk is a liability. This has direct impact. SpaceX will remain a top contractor but it will be way further diversified going forward. Also Golden Dome opportunity significantly reduced. Cant have Elon turn of the nations defense shield just because he had a bad day. But Musks threat was so impulsive that it will undoubtedly rattle defense officials Harrison said who would not look favorably on" [X Link](https://x.com/anyuser/status/1931757950638440510) 2025-06-08T16:59Z [----] followers, 16.3K engagements "$RKLB $ASTS Can it get even worse then this Probably 🤣 Space Force is having a meltdown about this currently. Someone take away his phone to save the SpaceX government business. Whatever happens we have got the spaceships and they do not Whatever happens we have got the spaceships and they do not" [X Link](https://x.com/anyuser/status/1931812554998698350) 2025-06-08T20:36Z [----] followers, 16.8K engagements "$RKLB The stock is in what I call in the boring middle. [----] was always going to be an investment year for the company. Dont get shaken out of your position. The good things are coming in [----] and beyond. Key catalysts for me: Neutron first launch SDA Tracking Layer award and NSSL contract award after first launch. Cashflow from these contracts will allow the company to double down on space applications and acquire the missing pieces: software defined RF payloads and maybe D2D chips (can also be procured from Satixfy)" [X Link](https://x.com/anyuser/status/1933793993965359348) 2025-06-14T07:49Z [----] followers, 37.4K engagements "$ASTS A lot of US GOV eyeballs currently on the company and technology. 👀 Again many forget but Abels prior company EMC main customers was military and government. Abel knows how to sell to the US GOV and built his constellation with their requirements in mind. He also knows that he needs very experienced partners like Fairwinds for last mile delivery and implementation. Fairwinds will in turn keep building out new military products on the D2D broadband communications platform increasing usage over time. Its a win win partnership This milestone demonstration was conducted near AST" [X Link](https://x.com/anyuser/status/1938347871704678856) 2025-06-26T21:25Z [----] followers, [----] engagements "$ASTS Let me put out a prediction for our launch cadence: Blue Origin is going to totally leave us scrambling with just one launch in [----]. Jeff and Dave are not rocket engineers and as such cannot make realistic predictions. As a result AST management is and is going to pivot hard to Falcon [--] for the initial rollout and SpaceX will happily take out cash at a premium. Falcon [--] is going to carry the rollout of the constellation for quite some time is my prediction. For anyone in call options quarterly delays due to Blue might mess up your strategy so be careful Overall shareholders will be" [X Link](https://x.com/anyuser/status/1938864739788169565) 2025-06-28T07:39Z [----] followers, 48.3K engagements "$ASTS Since my posting about launch cadence I see many confused souls in the comments so let me try to clear this up even further. First off all I have a very significant size of my portfolio in AST Spacemobile. If thought for a second launch cadence would be a major blocking issue then I would sell. Over the past couple of days I was just pointing out that it's likely New Glenn is going to not deliver on its promises and Falcon [--] is going to do the heavy lifting. In potential NG is a fantastic most economical vehicle until Starship but it will still take some time to ramp in order to be" [X Link](https://x.com/anyuser/status/1939630067316850928) 2025-06-30T10:20Z [----] followers, 27.5K engagements "$ASTS The most interesting thing was for me was not the equipment financing but this sentence: "while concluding the second quarter with over $900.0 million in cash cash equivalents and restricted cash." If we recap the cash position: - Q1 reported cash balance: $874.5 million - $500 million ATM: Tapped significantly as evidenced with the filing from [--] June speculation but probably between $350-$400 million end of Q. CAPEX Guide: CFO "We do expect an increase in CapEx in Q2 to a range we believe will be between $230 million to $270 million to primarily reflect the timing of payments on" [X Link](https://x.com/anyuser/status/1940788655859114125) 2025-07-03T15:04Z [----] followers, 21.7K engagements "$NBIS Finally was able to really deep dive in the stock and after being in and out multiple times I have established a new position with freshly brought in new capital. Small % of overall portfolio but I expect to be able to add over time. Will also try to cover it more going forward" [X Link](https://x.com/anyuser/status/1942260002288501201) 2025-07-07T16:30Z [----] followers, 14.9K engagements "$ASTS Firstnet fiscal year ends in september. This investment is included in current year budget so I expect the deal to be wrapped up before fiscal year end which is just a few months away from now. $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys https://t.co/TkIquUlvxF $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/" [X Link](https://x.com/anyuser/status/1943027591298064654) 2025-07-09T19:20Z [----] followers, 25K engagements "$RKLB $ASTS If you dont know the pain points for the stocks you hold chances are really high that you are in an echo chamber and those can be very dangerous. Thats why I am sometimes perceived as negative about the stocks I hold and not everyone in the community appreciates that. Also everything is dynamic pain points can get solved as quickly as they appear. Everything is always in motion. My pain point for Rocket Lab is: Entry into space applications my pain point with AST is launch with Blue Origin. Yes Neutron will work and Yes ASTs tech works at scale. Not obvious for the market yet but" [X Link](https://x.com/anyuser/status/1944458094798631127) 2025-07-13T18:05Z [----] followers, 19.2K engagements "$RKLB Personally I am conflicted about this Citi price target. Super excited to see the stock run up so much and analysts playing catchup to justify price action. On the other hand if Citi needs to extent its valuation methodology to look at [----] revenue instead of [----] in combination with [--] Neutron launches required in [----] and a $2.6 billion of revenue you are slowly getting to the point where things are starting to get priced in and valuations getting stretchy Rocket Lab is already not cheap if you check [----] Bloomberg estimates. If I extrapolate Q1 [----] revenue of $123 I expect us to" [X Link](https://x.com/anyuser/status/1945136226266234997) 2025-07-15T14:59Z [----] followers, 30.4K engagements "$AUR Aspiring Aurora competitor Plus an AI-Based Virtual Driver Software Company Powering Factory-Built Autonomous Trucks plans to Go Public via Merger with Churchill Capital Corp IX at a 12B valuation. OEM partners are Traton Iveco and Hyundai. Plus AI is a pure software play on autonomous driving and partners for long range Lidar with Aeva instead of inhouse development. Hardware sales and servicing is done via dealership not via a hardware as a service partnership like Aurora has with Continental. https://twitter.com/i/web/status/1952038033286734050" [X Link](https://x.com/AlexfromBabylon/status/1952038033286734050) 2025-08-03T16:05Z [----] followers, [----] engagements "$RKLB For shareholders this was an encouraging call with no surprises positive or negative. Company is largely on track with Neutron (still predict a Q1 [----] launch) and actively bidding on Golden Dome / NASA work. Strong catalysts ahead for launch and space systems This is the time to hold steady and be patient. 🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More" [X Link](https://x.com/anyuser/status/1953575014604976133) 2025-08-07T21:52Z [----] followers, 18.3K engagements "$RKLB I am eternally grateful for what SPB & Adam Spice did for my portfolio results (my average was $5 and I sold most of my position in the $26-$28 range). Management team is extremely strong world class (mechanical and material engineering culture) extremely capital efficient and a great overall vision. The company made great acquisitions at great prices and has overall become a US GOV prime powerhouse especially with the GEOST tuck-in. A lot of great catalysts ahead with SDA T3 Tracking Layer awards Neutron first launch and ramp with NSSL $$$ MTO and more. As always I keep the company on" [X Link](https://x.com/anyuser/status/1955433179818426429) 2025-08-13T00:56Z [----] followers, 73.9K engagements "$NBIS This was a masterclass in AI Infrastructure strategy from @romanchernin. Forget the bitcoin miners turning AI. These guys are [--] levels above that. This is AWS for AI on steroids if executed properly. These guys are going way beyond a GPU rental business. Will do a bigger write-up soon and will expand my position even further. If you have a mental blockade that this is just GPU renting then I encourage you to watch this interview. You will thank me in a few years. This company has megacap potential long-term. 📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business" [X Link](https://x.com/anyuser/status/1957966879596720458) 2025-08-20T00:44Z [----] followers, 29K engagements "$IREN Significantly underestimated this company and its management team Expanded my position significantly in pre-market. $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at" [X Link](https://x.com/anyuser/status/1959955371788812564) 2025-08-25T12:25Z [----] followers, 28.8K engagements "$NBIS $IREN Sold my remaining Nebius position and poured it all into $IREN. Still very bullish on $NBIS and I still support what I said before. I just see a higher (near term ROI (not market cap) on $IREN. NFA" [X Link](https://x.com/anyuser/status/1960291337569202382) 2025-08-26T10:40Z [----] followers, 53.7K engagements "$IREN $NBIS Glad you asked Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half of top management came from Yandex and 700-1000 employees with deep tech expertise plus an AI research team. That's powerful and that ensures that Nebius has a enterprise grade software stack software services experience in running enterprise grade datacenters and they have some proprietary tech that ensure they can run" [X Link](https://x.com/anyuser/status/1960491385527693644) 2025-08-26T23:55Z [----] followers, 75.8K engagements "$IREN Public secret now confirmed by management that $IREN besides almost 3GW has a multi GW development pipeline on top Stacking GWs these guys 😃" [X Link](https://x.com/anyuser/status/1961193619592806467) 2025-08-28T22:26Z [----] followers, 13K engagements "$IREN $NBIS I encourage every Neocloud investor to listen to the Q&A from @danroberts0101. Dan succesfully pushed back here on the narrative that software is somehow an integral part of a Neocloud. Retail analysts and myself got too much caught up in to the software marketing fluf. Also extremely important to segment customers in terms of bare metal GPU offering versus what Nebius does. Cold hard reality is that hyper scalers frontier labs mid sized AI startups hate your software because they want to bring their own. Where software is more important is for AI start-ups and enterprise however" [X Link](https://x.com/anyuser/status/1961409313043296316) 2025-08-29T12:43Z [----] followers, 13.3K engagements "$IREN $NBIS $CRWV My prediction is that long term both Nebius but more importantly $IREN are going to blow up CoreWeaves business model when they reach scale. Nebius offers more competitive pricing then Coreweave for B200s as shown in this example but provides better software add ons partially free. The dark horse of this industry is going to be $IREN who based on recent earnings call data is setting B200 pricing at least 20-30% cheaper then Nebius. $IREN is taking a Jeff Bezos approach to pricing to the point where they are going to drive many inefficient players out of business in the" [X Link](https://x.com/anyuser/status/1961815001779339578) 2025-08-30T15:35Z [----] followers, 40K engagements "$IREN The market is rapidly discovering this name. Thankful I got in at low twenties / high teens. For the record todays price is still fantastic. $NBIS $CRWV are valued at significantly higher but $IRENs multiple will catchup soon" [X Link](https://x.com/anyuser/status/1962886931877937581) 2025-09-02T14:34Z [----] followers, 10.4K engagements "$ASTS Bought 5k shares on margin. Edit: For the proof or it did not happen folks" [X Link](https://x.com/anyuser/status/1965029229676089844) 2025-09-08T12:27Z [----] followers, 37K engagements "$RKLB $ASTS SpaceX: For all the community members make fun of me. Don't you realize that Rocket Lab's end of decade 5G 3GPP D2D constellation plans are basically dead on arrival now SpaceX just significantly raised the barriers of entry on par with AST Spacemobile. To recap SpaceX transaction: SpaceX just secured the last big block of D2D viable spectrum in the United States (and globally) and paid billions for it. SpaceX announced 20x increased D2C speeds in combination with V3's. SpaceX secured Boost Mobile as a new MNO partner and together TM has now two US MNO's plus multiple partnerships" [X Link](https://x.com/anyuser/status/1965054767165497410) 2025-09-08T14:09Z [----] followers, 36.3K engagements "$IREN Lets recap Horizon [--] to be energized in Q4 [--] Sweetwater 1.4GW in April [----]. Oracle and the entire world are looking MWs/GWs and IREN has two very large sites available in 3-7 months. CEO said although they have not signed deals (while they could) they still have a few months and that time is their friend but will definitely get on with it and said the want deals in place before energization. Every big deal can easily let the stock run 50%. Be prepared for margin calls. @tysondaniels Already short. @tysondaniels Already short" [X Link](https://x.com/anyuser/status/1966548170252370085) 2025-09-12T17:03Z [----] followers, 25.1K engagements "$ASTS Over the past week I have redone a lot of my DD on the name in light of recent developments and it only reaffirmed my conviction. FinX and less sophisticated institutional investors are chasing shiny objects in the space economy. While tempting now all these names will be weighted in terms of revenue margin and FCF growth in due time and adjusted to their real (lower) potential. Ironically the market leader in the most promising up and coming space vertical is significantly sold off and can be bought for 14B. Buy before the Street learns how the space economy really works and corrects" [X Link](https://x.com/anyuser/status/1967004643461877930) 2025-09-13T23:17Z [----] followers, 17.8K engagements "$RKLB Unsurprisingly Rocket Lab just announced a $750 million ATM. The surprising part is that its $250 million higher then usual. My thoughts are multiple: a) If you want to bid and win on Golden Dome projects against well capped primes it really helps if you show a cash position north of [--] billion. If you only have [---] million then US GOV has to do a way more detailed cash run rate analysis and factor in what if Neutron blows up etc. North of 1B nobody is asking cash related questions. b) SpaceX with their 17B spend on AWS-4 + H-band and to a smaller effect AST with Ligado and global" [X Link](https://x.com/anyuser/status/1967716316070228299) 2025-09-15T22:25Z [----] followers, 32.1K engagements "$ASTS This is probably the time to buy if you dont have any shares yet in my view. Thesis has never been more derisked. Sure based on [----] revenue it is frothy but you can buy a megacap in [--] years for 20B today in my opinion. To recap: Sales model: Benioffs wet dream with access to 3B phones frictionless. 50/50 rev share sold by juggernauts Tech: [--] Year lead on SpaceX 5-10 year lead on everyone else. Huge patent and patent pending claims portfolio [----] Business model: Duopoly in key markets for the most important segments with smaller niche players fighting for scraps. Everyone besides SpaceX" [X Link](https://x.com/anyuser/status/1973521687065862411) 2025-10-01T22:53Z [----] followers, 25.3K engagements "$IREN Dan mentioned that they can 3x their GPUs ordered in a very short term. Meaning they can fill out Canada completely on a record pace. Once all are installed and running you are looking at probably 2B ARR. Then they are going to fill the Horizon [--] and [--] for themselves and scale Childress for AI Cloud from there. This will all happen in [----] in combination with one or two IAAS deals for Sweetwater which will be bigger then in size then Nebius Microsoft deal (300 MW vs [---] GW) End of [----] this will be a 50B company. Mark it. Not based on hype but simply keeping up with fundamentals. So" [X Link](https://x.com/anyuser/status/1974048870565879897) 2025-10-03T09:48Z [----] followers, 22.7K engagements "$RKLB I do feel for SPB sometimes even though he is a billionaire. Beck is a once in a decade engineer who would be absolutely be considered the industrys hero if not for once in a century type of talent in terms of Elon Musk. Mind boggling to think that even an extremely talented team like Rocket Lab is still 5-10 years behind on SpaceX. Keep fighting Pete the industry needs more diversity. Peter Beck CEO and Founder of $RKLB literally just said hes aiming to build the biggest space company in the world. https://t.co/vCQcJEsseE Peter Beck CEO and Founder of $RKLB literally just said hes" [X Link](https://x.com/anyuser/status/1974151242097025153) 2025-10-03T16:35Z [----] followers, 14.5K engagements "$IREN Stock is completely overvalued right Oh sh*t wait $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc" [X Link](https://x.com/anyuser/status/1974946070896734433) 2025-10-05T21:13Z [----] followers, 40.3K engagements "$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in [----] portfolio also reflecting a 40x revenue multiple. IREN has a 3GW portfolio with probably a north of 5GW development pipeline. There is definitely a case to be made that IREN after this runup is still significantly valued below MNAV based on this transaction and a [---] PEG from my earlier post. Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw" [X Link](https://x.com/anyuser/status/1974957663290048666) 2025-10-05T21:59Z [----] followers, 85.7K engagements "$ASTS This is why @PalmerLuckey is an AST investor. ATAK commectivity in GPS denied areas blue force tracking and other features are supported by AST and will supercharge EagleEye. Anduril needs AST D2D connectivity at the edge to make this work at scale. Palmer knows now you do too @CatSE___ApeX___ is a visionary in this field. His thesis is playing out as we speak. Respect Superpowers for Superheroes. Today we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet. https://t.co/Xrw1vxs9cY Superpowers for Superheroes. Today we" [X Link](https://x.com/anyuser/status/1977837778843877385) 2025-10-13T20:44Z [----] followers, 17.2K engagements "$IREN $CRWV $NBIS The real fun part is that you don't even have to be an insider to understand this. The best analogy I can think off here is Formula [--]. CoreWeave is currently one or two laps ahead because it is entering the race earlier but it is running on worn tires with its aging Hopper fleet high interest rate capex and poor cashflow generation capability with masked by its [--] year depreciation cycle. The main current attractiviness is the 44B revenue backlog underwritten by hyperscalers but at the end of the day the Coreweave bare bones offering is the same as Nebius and Iren to a very" [X Link](https://x.com/anyuser/status/1978395226344407524) 2025-10-15T09:39Z [----] followers, 41K engagements "$ASTS Dont confuse software patches for inferior tech with partnerships. If AST dips significantly tommorow I will buy (a lot) *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR" [X Link](https://x.com/anyuser/status/1982347649216041383) 2025-10-26T07:24Z [----] followers, 24.6K engagements "$ASTS BREAKING: AST SPACEMOBILE SIGNS [--] YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST [---] BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed 9% of STC revenues as per audited financial statements [----]. Revenue per audited financial statements for [----] is 202B USD meaning STC expects atleast [---] billion of revenue from this relationship over the next [--] years. In addition is also states: The final value is not fixed and depends on the volume of transactions where stc will" [X Link](https://x.com/AlexfromBabylon/status/1983527026502844912) 2025-10-29T13:31Z [----] followers, [----] engagements "$ASTS BEARS BE LIKE: AST Spacemobile will never get the appropriate spectrum and regulatory approval to execute on its vision. ABEL: Let me introduce you to my new friend in the Middle East. Crown Price Mohammed Bin Salman is the owner of PIF which owns the majority stake in MNO STC. STC is known to get PREFERENTIAL TREATMENT from Saudi Government and off course they have significant ties with governments in the region. Safe to say things are going to get done in the Middle East. When this guy approves stuff will get done. Local spectrum and favorable regulatory treatment is coming our way" [X Link](https://x.com/anyuser/status/1983530325243216281) 2025-10-29T13:44Z [----] followers, 13.3K engagements "$ASTS It turned out that Ligado was the catalyst that shook up this entire industry. Only SpaceX was paying attention and bought Echostar spectrum for 17B. Then it became undeniable that spectrum is findings its way to companies who can put it more efficiently to use (@CatSE___ApeX___ thesis) I do think SpaceX is uniquely positioned to acquire Globalstar since they are probably the only player that could handle an Apple fixed volume contract and still generate significant value from the spectrum since their constellation will have a very significant capacity ramp. In addition to the unique" [X Link](https://x.com/anyuser/status/1984170756121485771) 2025-10-31T08:09Z [----] followers, 18K engagements "$ASTS $PLTR Over the years I have owned and continue to a lot of high quality companies for some part of their journey like $SHOP $RKLB $CRWD $IREN and $AUR. You can make an amazing return on holding these very high quality names especially since at their early stages these can almost trade like distressed assets. At the same time I noticed that a couple of years ago that even though I invested in a lot of very high quality names at the same time I significantly missed out companies are tier above that like $TSLA $NVDA $ASML (S-tier) Peter Thiel's framework and book is a great way to make a" [X Link](https://x.com/anyuser/status/1985259743422632109) 2025-11-03T08:16Z [----] followers, 39.2K engagements "$IREN Who would have thought that the Microsoft deal would be such a good filtering mechanism for my X feed. The number of flawed analysis also from people I assigned some level of credibility with larger accounts is staggering. Now I am not going to claim I can do an extremely accurate calculation myself but what I can do is use common sense. In addition I did my homework on Dan Will and recently Anthony and these guys have a collective 65+ years on doing infrastructure deals and have more experience in how to structure and finance these deals then any other Neocloud in business. The chances" [X Link](https://x.com/anyuser/status/1985627816507961745) 2025-11-04T08:38Z [----] followers, 29.4K engagements "$ASTS $RKLB What makes this even more interesting is that Cantors main analyst that covers AST is Colin Canfield. Colin was Rocket Labs IR manager for more then a year until April [----]. Clearly he had an inside look on vertical integration with launch and he still thinks that AST will be massive. Follow the signs 😉 $ASTS: 🚨CANTOR FITZGERALD EQUITY RESEACH UPGRADES AST SPACEMOBILE PRICE TARGET TO $80 FROM $30 REITERATES OVERWEIGHT RATING 3Q25 Earnings Preview; We Think AST May Have Just Won IRIS Price Target to $80 Cantors Take We are updating our estimates and raising our" [X Link](https://x.com/anyuser/status/1987104462180151604) 2025-11-08T10:26Z [----] followers, 19.2K engagements "$ASTS Mic drop moment for SatCo. 🤯 Twenty-one of the twenty-five top operators in Europe have basically committed or are expected to be part of the network and the constellation that we are building as part of our constellation but with certain features for the European MNOs. Hello IRIS2 [---]. With such mass adoption EU has no choice to fund and provide spectrum" [X Link](https://x.com/anyuser/status/1988053936595439708) 2025-11-11T01:19Z [----] followers, 13.8K engagements "@nextbigfuture Deutsche Telekom (parent T-Mobile) expects those satellites in 2028/2029 but somehow we have to take it from a random X account that it will be 2026😂 That said zero worries about AST's ability to compete with Starlink" [X Link](https://x.com/AlexfromBabylon/status/2015742525462479296) 2026-01-26T11:04Z [----] followers, [----] engagements "$RKLB I really recommend every Rocket Lab investor watch @payloadspace interview with @LionnetPierre. In this hour he basically teaches you space economics [---] and let's you understand the finance / business model side of space companies. This is the understanding a lot of people on X lack especially space fans. For me this was a major validation for my Rocket Lab business model and not in the traditional sense. You see Pierre is not all that bullish on the growth of the commercial space economy. He calls SpaceX and Starlink an unique anomaly in an otherwise flat growth industry. Many" [X Link](https://x.com/anyuser/status/1811022586253369677) 2024-07-10T13:00Z [----] followers, 10.2K engagements "$ASTS I had to recheck a couple of times but basically Palmer Luckey (CEO of Anduril) is an investor in AST Spacemobile 👀 Anduril is the hottest private company in defense tech right now. Can we expect a potential partnership in the future @PalmerLuckey @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST" [X Link](https://x.com/anyuser/status/1888863319701758394) 2025-02-10T08:11Z [----] followers, 13.6K engagements "$ASTS The big boss has revised down the number of satellites needed to break even (previously [--] instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do: Build [--] satellites Launch them via New Glenn (2x) or Falcon [--] (4x) probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon [--] (4 birds per flight) launches before end of [----] MNO's will handle the go live and deployment model to their hundreds of millions of subscribers How realistic is this before end of [----] Based the Q3 [----] earnings call I" [X Link](https://x.com/anyuser/status/1889713153560154158) 2025-02-12T16:28Z [----] followers, 26K engagements "$ASTS I have been following the company for over two years and have been an investor since mid [----] but I have never seen this many tailwinds all trending in the same direction. Still company execution is most important but strong tailwinds due to regulatory competition and other events can accelerate the company's trajectory significantly. 1) First on the regulatory side we have the FCC led by Brendan Carr cut red tape and significantly speed up the regulatory approval process. Still props to Rosenworcel for creating SCS regulation but now regulatory approvals are definitely accelerated" [X Link](https://x.com/anyuser/status/1895491416266076616) 2025-02-28T15:09Z [----] followers, 19.1K engagements "$RKLB BREAKING: Rocket Lab is onboarded in Space Force NSSL Phase [--] Lane [--]. Lane [--] is a billions of dollars most important US Military program where on ramped launch vehicle companies compete for high value national security launches. Rocket Lab can be assigned missions after a first succesful launch of Neutron. (now it has contractor status but cant bid yet) Very significant milestone from the company Potential commercial launch customers might now also be more willing to sign launch deals with the Space Force stamp of approval. This also means Space Force thinks there is a reasonable path" [X Link](https://x.com/anyuser/status/1905374041516519734) 2025-03-27T21:39Z [----] followers, 14.9K engagements "$ASTS If only there were signs for the Golden dome thesis: 1) @CatSE___ApeX___ brilliant's research on Bluebird capabilities in term of missile defense detection and probable L3Harris partnership longer term. Bluebirds have the largest phased arrays in orbit dialed to communicate to one of the lowest power electronic signals of all: the (unmodified) mobile phone and it does not need a new chipset to work. None of the D2D competition can do this and their tech is atleast 3-5 years behind. From this I derive that these are probably the most advanced sensitive commercial phased arrays in orbit." [X Link](https://x.com/anyuser/status/1915399213153739080) 2025-04-24T13:35Z [----] followers, 31.6K engagements "$ASTS Savage Completely outmaneuvered SpaceX's regulatory department with this and the Carr + Cruz visit. Speculation: Will the SpaceX informal objection filing be hung in the toilets at Midland for laughter while taking a piss Enjoy seeing SpaceX try but they will not be able to delay AST Spacemobile's regulatory rollout because direct to device is crucial for national defense according to FCC Chairmen Brendan Carr and he is going to do everything in his power to make sure the technology leader in this space succeeds in order to secure world dominance in this field. Think about: Carr knows" [X Link](https://x.com/anyuser/status/1916838836815925320) 2025-04-28T12:56Z [----] followers, 13.5K engagements "$RKLB Really happy with this acquisition. Bought 1K shares in AH. This finally positions Rocket Lab really well to compete for major DOD programs like Golden Dome and SDA Tracking layer. They really needed this and with the significant PR involved including a call they want to make their ambitions known to the government customer. Combined with Mynaric this is Rocket Lab doubling down as a US space defense contractor. Will doing a bigger write-up of all the implications later. For those wondering about is this the Payload I would dub this the DOD payload the commercial satcom payload will be" [X Link](https://x.com/anyuser/status/1927470679374381285) 2025-05-27T21:03Z [----] followers, 15.6K engagements "$RKLB As you know I have been a critical shareholder as of end of [----] and people have been giving me a hard time for it. In the end I guess both the uber bulls and I were right either in its own way. They were correct that SPB would deliver everything for them and I was correct that the company still missed very significant pieces of the puzzle in order to have a really compelling offering both commercially and for government. With the recent moves they have now closed the gap in their offering on the government side. As I said before Rocket Lab is doubling down as a US defense prime" [X Link](https://x.com/anyuser/status/1927487043220709694) 2025-05-27T22:08Z [----] followers, 15.9K engagements "$ASTS What many retail and institutional investors don't know is that AST Spacemobile Ligado SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering in the years to come. Where are they fighting over Spectrum not just any spectrum low band spectrum which is as a said before really scarse in the US since it is also the ideal spectrum used by carriers like AT&T Verizon and T-Mobile. Carriers don't have a lot of spectrum sitting in a virtual warehouse so SpaceX and" [X Link](https://x.com/anyuser/status/1928068353937076288) 2025-05-29T12:38Z [----] followers, 30.6K engagements "@Deeteem1 She is beautiful wonderful girl. You are one lucky uncle but you are going down a dark place here on X. Probably some real life reflection / therapy needed here" [X Link](https://x.com/anyuser/status/1944335610510004561) 2025-07-13T09:58Z [----] followers, 15.5K engagements "$NBIS Thanks Manuel This is still one of the most undervalued companies in its cohort $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe" [X Link](https://x.com/anyuser/status/1954907774695190890) 2025-08-11T14:08Z [----] followers, 31.9K engagements "$ASTS BREAKING: Block [--] went on an ozempic treatment 3-4 per launch just went to 6-8 per launch. Abel just said 6-8 satellites per launch which is double from expectations. If that is true for Falcon [--] vehicle (NG cannot launch every [--] days) then this stock is going places very soon. Update: He said it 3x already during the call" [X Link](https://x.com/anyuser/status/1955025321197179381) 2025-08-11T21:55Z [----] followers, 12.5K engagements "$ASTS I genuinely believe this is the calm before the storm. Low 40$ is a great buying opportunity. NFA. Catalyst season is upon us BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of production targeting to complete all phased arrays this month. We are on track to https://t.co/vcYyzg0CAT BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of" [X Link](https://x.com/anyuser/status/1963700996602794431) 2025-09-04T20:29Z [----] followers, 14.6K engagements "$ASTS Everyone is talking about the AI engine but I don't feel everyone understood what management is trying to say via their curated retail Q&As. This AI engine is very important for streamlined operations and as spectrum multiplier but this is not an unique feature of AST. Starlink probably has competitive capabilities in the area. Instead the point management tried to make is that they are not short for spectrum and that by leveraging this AI engine they can multiply spectrum to a point of abudance. Hence I believe on purpose AST management is using this AI engine vehicle to tell the" [X Link](https://x.com/anyuser/status/1988192521848000973) 2025-11-11T10:30Z [----] followers, 12.4K engagements "$RKLB I love the Rocket Lab community but 80% of the posts are Rocket Lab is awesome SPB is a god we go to the moon etc. What I would like is more thoughtful value adding contributions so let me add one: Rocket Lab's gross margins for space systems are 37%. York space systems is a big competitor for SDA work in the Transport Layer recently filed an S1 for an IPO but that gave an insight into their financials which is primarly built on 4+ SDA awards. These guys are sporting a 19% gross margin versus 37% for Rocket Lab. This means Rocket Lab has roughly double the GM compared to York competing" [X Link](https://x.com/AlexfromBabylon/status/1994406030751539680) 2025-11-28T14:00Z [----] followers, 26.6K engagements "$RKLB This is also a question I have in my mind for a while. Why announce a product without a customer and/or why does it take that long to sign a customer Over the months come around to the idea that Flatellite is primarly a third party offering (not a space app) and that Rocket Lab for over a year has been pushing the product heavy via business development with as far zero contracts for it. Interestingly what is happening now was already predicted by myself a while ago. The biggest problem for Flatellite is not the product offering but the customer set. As I said before the problem is that" [X Link](https://x.com/AlexfromBabylon/status/2003022437189902389) 2025-12-22T08:38Z [----] followers, [----] engagements "$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in [----] portfolio also reflecting a 40x revenue multiple. IREN has a 3GW portfolio with probably a north of 5GW development pipeline. There is definitely a case to be made that IREN after this runup is still significantly valued below MNAV based on this transaction and a [---] PEG from my earlier post. Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw" [X Link](https://x.com/anyuser/status/1974957663290048666) 2025-10-05T21:59Z [----] followers, 85.7K engagements "Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity" [X Link](https://x.com/anyuser/status/1974771447823540505) 2025-10-05T09:39Z 135.9K followers, 473.8K engagements "$RKLB Let me make a prediction which I will revisit in [----]. The marketing departments of aspirational launchers and the space crowd makes you believe Rocket Lab is in a race to the pad with Firefly Stoke and Relativity Space by constantly pumping out engine testing videos. The general consensus is that Rocket Lab is slightly behind. In practice let me tell you how this will end up: Rocket Lab's tech demo Neutron will launch end of [----] or Q1 [----] in order to qualify for NSSL with the first customer launch in as well [----]. Firefly's own MLV Relativity Space and Stoke Space will all be delayed" [X Link](https://x.com/anyuser/status/1811747270238323148) 2024-07-12T12:59Z [----] followers, 51.6K engagements "$ASTS Like I said many times before investing in AST Spacemobile requires a paradigm shift of thinking that not many can grasp. Not being able to understand the paradigm prevented me from buying when it was dirt cheap around $4-$10 range instead having a full position now around the $17-$18 range. Being an investor in Tesla (retirement account) myself and a big fan of the "CEO Elon Musk" not necessarily the man himself having read Walter Isaacson's biography and a bunch of other books it is very hard to imagine someone can outsmart Elon Musk in business. He is hands down the best businessman" [X Link](https://x.com/anyuser/status/1829166995255837044) 2024-08-29T14:39Z [----] followers, 72.1K engagements "$NBIS $IREN Sold my remaining Nebius position and poured it all into $IREN. Still very bullish on $NBIS and I still support what I said before. I just see a higher (near term ROI (not market cap) on $IREN. NFA" [X Link](https://x.com/anyuser/status/1960291337569202382) 2025-08-26T10:40Z [----] followers, 53.7K engagements "$RKLB Insane capital efficiency in developing Neutron Rocket Development Costs by Vehicle: Payload Research - Payload https://t.co/UVEKybocpq Rocket Development Costs by Vehicle: Payload Research - Payload https://t.co/UVEKybocpq" [X Link](https://x.com/anyuser/status/1821312740129947833) 2024-08-07T22:29Z [----] followers, 28.6K engagements "Rocket Development Costs by Vehicle: Payload Research - Payload https://payloadspace.com/rocket-development-costs-by-vehicle-payload-research/ https://payloadspace.com/rocket-development-costs-by-vehicle-payload-research/" [X Link](https://x.com/FranciscoSpace5/status/1821259222354440235) 2024-08-07T18:56Z [----] followers, 33.9K engagements "$RKLB If you want to invest in a deep tech hardware company like Rocket Lab the first rule for me is that the CEO needs to be an engineer especially in the space industry. If you want to turn your investment in 50x which is by definition outrageous. You are also going to need a CEO who is a one in a billion engineer 😉 Why Every deep tech hardware company is going to have to make very important irreversible hardware decisions that can determine the faith of the company. In addition getting key projects accross the line are crucial for the companies future and process power. Sir Peter Beck by" [X Link](https://x.com/anyuser/status/1851298713425297751) 2024-10-29T16:23Z [----] followers, 19K engagements "$IREN Stock is completely overvalued right Oh sh*t wait $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc" [X Link](https://x.com/anyuser/status/1974946070896734433) 2025-10-05T21:13Z [----] followers, 40.3K engagements "$IREN Hi Fam Maybe Worth A Look 😘" [X Link](https://x.com/anyuser/status/1974926512945311778) 2025-10-05T19:55Z 18.1K followers, 120.8K engagements "$ASTS I have been following the company for over two years and have been an investor since mid [----] but I have never seen this many tailwinds all trending in the same direction. Still company execution is most important but strong tailwinds due to regulatory competition and other events can accelerate the company's trajectory significantly. 1) First on the regulatory side we have the FCC led by Brendan Carr cut red tape and significantly speed up the regulatory approval process. Still props to Rosenworcel for creating SCS regulation but now regulatory approvals are definitely accelerated" [X Link](https://x.com/anyuser/status/1895491416266076616) 2025-02-28T15:09Z [----] followers, 19.1K engagements "$ASTS This is probably the time to buy if you dont have any shares yet in my view. Thesis has never been more derisked. Sure based on [----] revenue it is frothy but you can buy a megacap in [--] years for 20B today in my opinion. To recap: Sales model: Benioffs wet dream with access to 3B phones frictionless. 50/50 rev share sold by juggernauts Tech: [--] Year lead on SpaceX 5-10 year lead on everyone else. Huge patent and patent pending claims portfolio [----] Business model: Duopoly in key markets for the most important segments with smaller niche players fighting for scraps. Everyone besides SpaceX" [X Link](https://x.com/anyuser/status/1973521687065862411) 2025-10-01T22:53Z [----] followers, 25.3K engagements "$IREN $NBIS Glad you asked Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half of top management came from Yandex and 700-1000 employees with deep tech expertise plus an AI research team. That's powerful and that ensures that Nebius has a enterprise grade software stack software services experience in running enterprise grade datacenters and they have some proprietary tech that ensure they can run" [X Link](https://x.com/anyuser/status/1960491385527693644) 2025-08-26T23:55Z [----] followers, 75.8K engagements "Can you tell me one competitive advantage they have over Nebius Or just one thing in general they are better at Haven't found anything yet. Nebius seems superior from every single angle. Don't say capacity because Nebius has more than enough capacity to 5x and enough assets to 20x" [X Link](https://x.com/anyuser/status/1960293153627308303) 2025-08-26T10:48Z 13.3K followers, 50.8K engagements "$ASTS I cannot overestimate how freaking huge news this is This is the perfect solution with perfect timing with the right tech. I am convinced that with this arrangement we just locked in the largest part of Europe. This Vodafone x AST Spacemobile Satco venture has so many implications: If I intepretate it correctly Vodafone just flipped it's exclusive home market deal (meaning AST cannot sell to other MNO's in Vodafone home markets) in a exclusive Satco venture ready to serve ALL MNO's in Europe. This just significant expanded TAM in Europe and is also the right thing to do (also legally" [X Link](https://x.com/anyuser/status/1896494169889108012) 2025-03-03T09:33Z [----] followers, 25.7K engagements "Vodafone and AST SpaceMobile sign agreement to create direct-to-device satellite service provider http://bit.ly/4hZitIZ http://bit.ly/4hZitIZ" [X Link](https://x.com/anyuser/status/1896445574897139783) 2025-03-03T06:20Z 50.8K followers, 174.5K engagements "$ASTS Over the past week I have redone a lot of my DD on the name in light of recent developments and it only reaffirmed my conviction. FinX and less sophisticated institutional investors are chasing shiny objects in the space economy. While tempting now all these names will be weighted in terms of revenue margin and FCF growth in due time and adjusted to their real (lower) potential. Ironically the market leader in the most promising up and coming space vertical is significantly sold off and can be bought for 14B. Buy before the Street learns how the space economy really works and corrects" [X Link](https://x.com/anyuser/status/1967004643461877930) 2025-09-13T23:17Z [----] followers, 17.8K engagements "$ASTS $RKLB Unexpected 😁 Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y" [X Link](https://x.com/anyuser/status/1931424247085138127) 2025-06-07T18:53Z [----] followers, 19.1K engagements "Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://wapo.st/459R4At https://wapo.st/459R4At" [X Link](https://x.com/anyuser/status/1931404540059799830) 2025-06-07T17:35Z 19.3M followers, 681.5K engagements "$ASTS The big boss has revised down the number of satellites needed to break even (previously [--] instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do: Build [--] satellites Launch them via New Glenn (2x) or Falcon [--] (4x) probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon [--] (4 birds per flight) launches before end of [----] MNO's will handle the go live and deployment model to their hundreds of millions of subscribers How realistic is this before end of [----] Based the Q3 [----] earnings call I" [X Link](https://x.com/anyuser/status/1889713153560154158) 2025-02-12T16:28Z [----] followers, 26K engagements "$ASTS "A fleet of [--] satellites should be enough to get AST to break-even cash flow" -Scott Wisniewski" [X Link](https://x.com/anyuser/status/1889664004806566367) 2025-02-12T13:13Z 45.4K followers, 69.6K engagements "$RKLB In this thread I will recap the Q3 [----] investor update including my thoughts. The screamer headline for this quarter was the signing of the first Neutron customer for two launches at the $50 million sticker price which me and the analysts did not expect in [----]. This is a very significant milestone not in amount but more importantly it what this signals to other potential customers and the Space Force. To quickly recap the financials before we more into some business highlights I want to spend more time on. 1) The company reported a 55% year-on-year increase in revenue reaching $105" [X Link](https://x.com/anyuser/status/1856822689983258976) 2024-11-13T22:13Z [----] followers, 21.2K engagements "$ASTS For me personally this is the greatest opportunity in the market at the 6-7b price point. I encourage everyone to do a deep dive into their brilliant wholesale business model 50% revenue sharing. This business model is a SAAS founder / Sillicon Valley company wet dream. Imagine that you get access to push your products FRICTIONLESS to almost [--] billion phones via already existing matured MNO go to market playbooks LOCALIZED for every country you are selling too. Everyone can do a napkin calculation that if you take a couple percentage points of [--] billion phones account for 50% and make" [X Link](https://x.com/anyuser/status/1862075852701516018) 2024-11-28T10:07Z [----] followers, 27.8K engagements "$IREN $NBIS $CRWV My prediction is that long term both Nebius but more importantly $IREN are going to blow up CoreWeaves business model when they reach scale. Nebius offers more competitive pricing then Coreweave for B200s as shown in this example but provides better software add ons partially free. The dark horse of this industry is going to be $IREN who based on recent earnings call data is setting B200 pricing at least 20-30% cheaper then Nebius. $IREN is taking a Jeff Bezos approach to pricing to the point where they are going to drive many inefficient players out of business in the" [X Link](https://x.com/anyuser/status/1961815001779339578) 2025-08-30T15:35Z [----] followers, 40K engagements "🚨 $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying" [X Link](https://x.com/anyuser/status/1944395369003053248) 2025-07-13T13:55Z 84.8K followers, 236.8K engagements "$NBIS Thanks Manuel This is still one of the most undervalued companies in its cohort $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe" [X Link](https://x.com/anyuser/status/1954907774695190890) 2025-08-11T14:08Z [----] followers, 31.9K engagements "$NBIS just reached a brand-new all-time high. 🔥 BOOM" [X Link](https://x.com/anyuser/status/1954901884713533851) 2025-08-11T13:45Z 84.8K followers, 82.6K engagements "$ASTS With all short thesis articles / bears opinions read so far none impressed me. However it is always important that you don't just fall in love with your investment and ignore red flags especially since this is a very large percentage of my portfolio. The next best thing you could do is to evaluate past failed efforts. where the bears were apparantly right in the end. Then you have to ask yourself the very important question: "Is this time really different" John Bloom's Eccentric orbits the Iridium story for me was instrumental in gathering the necessary knowledge to evaluate this but to" [X Link](https://x.com/anyuser/status/1881280640542245203) 2025-01-20T10:00Z [----] followers, 27.9K engagements "$ASTS The market and Wall Street can not yet comprehend the scale of this business and strength of the wholesale business model with MNOs. AST Spacemobile needs 45-60 bluebirds to fill continuous coverage in the US Europe and Japan. They already signed up in DEFINITIVE agreements: - ATT (116 million) - Vodaphone (98 million in EU and [---] million in Africa (this even excludes Vodaphone partner market carriers. See overview: (ex Altice is the 2nd MNO in France) Other very large MNOs where in the latitude where they have an agreement with are: Verizon Orange Rakuten Bell Canada Firstnet" [X Link](https://x.com/anyuser/status/1878136979331694795) 2025-01-11T17:48Z [----] followers, 63.5K engagements "ChatGPT reached 100M users in [--] months. The internet took [--] years to reach the same milestone. This acceleration isn't just about adoption - it's about wealth creation potential. But the real opportunity isn't in any single technology" [X Link](https://x.com/anyuser/status/1877763833399513141) 2025-01-10T17:05Z 26.9K followers, 41.7K engagements "$ASTS Everyone is talking about the AI engine but I don't feel everyone understood what management is trying to say via their curated retail Q&As. This AI engine is very important for streamlined operations and as spectrum multiplier but this is not an unique feature of AST. Starlink probably has competitive capabilities in the area. Instead the point management tried to make is that they are not short for spectrum and that by leveraging this AI engine they can multiply spectrum to a point of abudance. Hence I believe on purpose AST management is using this AI engine vehicle to tell the" [X Link](https://x.com/anyuser/status/1988192521848000973) 2025-11-11T10:30Z [----] followers, 12.4K engagements "$ASTS The most interesting thing was for me was not the equipment financing but this sentence: "while concluding the second quarter with over $900.0 million in cash cash equivalents and restricted cash." If we recap the cash position: - Q1 reported cash balance: $874.5 million - $500 million ATM: Tapped significantly as evidenced with the filing from [--] June speculation but probably between $350-$400 million end of Q. CAPEX Guide: CFO "We do expect an increase in CapEx in Q2 to a range we believe will be between $230 million to $270 million to primarily reflect the timing of payments on" [X Link](https://x.com/anyuser/status/1940788655859114125) 2025-07-03T15:04Z [----] followers, 21.7K engagements "$ASTS: 🚨 AST SPACEMOBILE SECURES ADDITIONAL $100M OF LIQUIDITY FROM NON-DILUTIVE EQUIPMENT FINANCING ENDING Q2 WITH OVER $900M OF CASH This new non-dilutive financing enables AST SpaceMobile to continue its strong momentum executing against its accelerated operational plans said Andrew Johnson Chief Financial Officer of AST SpaceMobile. This facility is the first such type of financing agreement for the company and reflects our stage of rapid growth and transition from Research & Development to full-scale manufacturing and network deployment. This non-dilutive financing provides an" [X Link](https://x.com/anyuser/status/1940738425625133082) 2025-07-03T11:44Z 43.8K followers, 42.6K engagements "$IREN Who would have thought that the Microsoft deal would be such a good filtering mechanism for my X feed. The number of flawed analysis also from people I assigned some level of credibility with larger accounts is staggering. Now I am not going to claim I can do an extremely accurate calculation myself but what I can do is use common sense. In addition I did my homework on Dan Will and recently Anthony and these guys have a collective 65+ years on doing infrastructure deals and have more experience in how to structure and finance these deals then any other Neocloud in business. The chances" [X Link](https://x.com/anyuser/status/1985627816507961745) 2025-11-04T08:38Z [----] followers, 29.4K engagements "$ASTS Firstnet fiscal year ends in september. This investment is included in current year budget so I expect the deal to be wrapped up before fiscal year end which is just a few months away from now. $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys https://t.co/TkIquUlvxF $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/" [X Link](https://x.com/anyuser/status/1943027591298064654) 2025-07-09T19:20Z [----] followers, 25K engagements "$ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys roadmap-development division said satellite-direct-to-device service was envisioned to be part of the NPSBN-enhancement plan approved by the FirstNet Authority board early last year but the functionality could be available sooner than expected initially. In fact the FirstNet Authority is in the final stages of work to make such an" [X Link](https://x.com/anyuser/status/1943023295181287733) 2025-07-09T19:03Z 43.8K followers, 91.8K engagements "$RKLB Let me take another turn at this one just to show you how dumb this comment is. For Rocket Lab investors this post is probably a good bookmark for future reference. Material misstatements in figures always piss off auditors (comes with the job)😉 As an auditor I review public company financial statements. These financial statements are prepared in Rocket Lab's case based on US GAAP. Adjacent to US GAAP figures companies also provide NON GAAP disclosures for informative purposes. Formally these are not audited but auditors sanity check them anyway. Since Adam and Pete are CEO and CFO of" [X Link](https://x.com/anyuser/status/1864279927014740327) 2024-12-04T12:05Z [----] followers, 40.1K engagements "The moment SpaceX's Starship works (fully reusable) Rocket Lab is finished since: @RocketLab [--]. A massive Starship launch with 100x payload costs less than a puny RL launch. Makes RL's launcher completely redundant. [--]. SS's massive reduction in cost leads to a different kind of payload design: satellites won't be designed anymore for absolute lowest weight using only costly and exotic alloys to take every gram off but with more mundane (cheaper) and heavier materials making satellites a lot cheaper and last longer (largely due to more onboard fuel for course correction and redundant systems)." [X Link](https://x.com/anyuser/status/1864062288237383942) 2024-12-03T21:40Z 56.7K followers, 68.9K engagements "$IREN Dan mentioned that they can 3x their GPUs ordered in a very short term. Meaning they can fill out Canada completely on a record pace. Once all are installed and running you are looking at probably 2B ARR. Then they are going to fill the Horizon [--] and [--] for themselves and scale Childress for AI Cloud from there. This will all happen in [----] in combination with one or two IAAS deals for Sweetwater which will be bigger then in size then Nebius Microsoft deal (300 MW vs [---] GW) End of [----] this will be a 50B company. Mark it. Not based on hype but simply keeping up with fundamentals. So" [X Link](https://x.com/anyuser/status/1974048870565879897) 2025-10-03T09:48Z [----] followers, 22.7K engagements "Were living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time its different. Inside these new AI factories the workers arent people on assembly lines theyre GPUs clustered together never clocking off never tiring able to scale to millions. At $IREN were building AI factories across North America leveraging our power data centers and GPUs to meet the accelerating demand for compute. As @danroberts0101 explains on @theCUBE $IREN is scaling with speed and efficiency and the potential ahead is enormous. Full" [X Link](https://x.com/anyuser/status/1973953924060057987) 2025-10-03T03:31Z 56.1K followers, 228K engagements "$ASTS People don't yet fully comprehend the magnitude of this deal. The market is sleeping on this entirely. Essentially the incremental value of [--] year+ lease rights to Ligado Network's spectrum when ASTS puts this MSS in use are larger then the entire market cap of the current stock. But this is only the beginning Why did Ligado Networks agree to lease this spectrum significantly below the theoretical market value (up to [--] billion) The best analogy for this is a goldmine. Imagine that Ligado Networks has the rights to the land where significant values of gold were identified in the soil." [X Link](https://x.com/anyuser/status/1878760293003567120) 2025-01-13T11:05Z [----] followers, 23.4K engagements "📡$ASTS Gets Its Own Spectrum https://feeds.issuerdirect.com/news-release.htmlnewsid=6159593683706351 https://feeds.issuerdirect.com/news-release.htmlnewsid=6159593683706351" [X Link](https://x.com/thekookreport/status/1878671041670873251) 2025-01-13T05:10Z 14.7K followers, 22.5K engagements "$ASTS BEARS BE LIKE: AST Spacemobile will never get the appropriate spectrum and regulatory approval to execute on its vision. ABEL: Let me introduce you to my new friend in the Middle East. Crown Price Mohammed Bin Salman is the owner of PIF which owns the majority stake in MNO STC. STC is known to get PREFERENTIAL TREATMENT from Saudi Government and off course they have significant ties with governments in the region. Safe to say things are going to get done in the Middle East. When this guy approves stuff will get done. Local spectrum and favorable regulatory treatment is coming our way" [X Link](https://x.com/anyuser/status/1983530325243216281) 2025-10-29T13:44Z [----] followers, 13.3K engagements "$NBIS This was a masterclass in AI Infrastructure strategy from @romanchernin. Forget the bitcoin miners turning AI. These guys are [--] levels above that. This is AWS for AI on steroids if executed properly. These guys are going way beyond a GPU rental business. Will do a bigger write-up soon and will expand my position even further. If you have a mental blockade that this is just GPU renting then I encourage you to watch this interview. You will thank me in a few years. This company has megacap potential long-term. 📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business" [X Link](https://x.com/anyuser/status/1957966879596720458) 2025-08-20T00:44Z [----] followers, 29K engagements "📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach as well as how the company plans to build a sustainable business model over the long term. Once again I want to thank the entire team for making this happen as well as my audience for all your support throughout my journey. Without you none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube." [X Link](https://x.com/anyuser/status/1957902894482571636) 2025-08-19T20:30Z 84.8K followers, 620.2K engagements "$ASTS What many retail and institutional investors don't know is that AST Spacemobile Ligado SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering in the years to come. Where are they fighting over Spectrum not just any spectrum low band spectrum which is as a said before really scarse in the US since it is also the ideal spectrum used by carriers like AT&T Verizon and T-Mobile. Carriers don't have a lot of spectrum sitting in a virtual warehouse so SpaceX and" [X Link](https://x.com/anyuser/status/1928068353937076288) 2025-05-29T12:38Z [----] followers, 30.6K engagements "2025 decision points for space investors to monitor: MayJun: SB 25-173 comments close AWS-4 sharing [--] Jun: EchoStar [--] % build milestone miss triggers penalties. Q4'25: DoD verdict on Ligado L-band + FCC SCS licence window. For SpaceX high-band broadband is already won; low-band DTC turns on these rulings. Full analysis at Mach33 (link in bio)" [X Link](https://x.com/anyuser/status/1924857718910718061) 2025-05-20T16:00Z [----] followers, 27K engagements "$RKLB The stock is in what I call in the boring middle. [----] was always going to be an investment year for the company. Dont get shaken out of your position. The good things are coming in [----] and beyond. Key catalysts for me: Neutron first launch SDA Tracking Layer award and NSSL contract award after first launch. Cashflow from these contracts will allow the company to double down on space applications and acquire the missing pieces: software defined RF payloads and maybe D2D chips (can also be procured from Satixfy)" [X Link](https://x.com/anyuser/status/1933793993965359348) 2025-06-14T07:49Z [----] followers, 37.4K engagements "$ASTS AST SPACEMOBILE BUSTED: "WORKS WITH ALL PHONES" CLAIM SHATTERED AS SHORTS UNCOVER THAT THE SERVICE CANNOT CONNECT WITH THE PEPPA PIG PP06 & FISHER-PRICE ROTARY PHONE. MANAGEMENT BLAMES DEVICE MANUFACTURERS. DEVICE MANUFACTURERS DECLINE TO COMMENT. TMF ANALYST SAYS TOTAL PR DISASTER LEAVING THIS YOUNG GROUP OF CUSTOMERS WITHOUT SATELLITE CONNECTIVITY ON THEIR FAVORITE PHONES. STOCK DOWN 2% IN PREMARKET. Always fun to add to the panic on the red days 😉" [X Link](https://x.com/anyuser/status/1902667058716016882) 2025-03-20T10:22Z [----] followers, 11.4K engagements "$RKLB Personally I am conflicted about this Citi price target. Super excited to see the stock run up so much and analysts playing catchup to justify price action. On the other hand if Citi needs to extent its valuation methodology to look at [----] revenue instead of [----] in combination with [--] Neutron launches required in [----] and a $2.6 billion of revenue you are slowly getting to the point where things are starting to get priced in and valuations getting stretchy Rocket Lab is already not cheap if you check [----] Bloomberg estimates. If I extrapolate Q1 [----] revenue of $123 I expect us to" [X Link](https://x.com/anyuser/status/1945136226266234997) 2025-07-15T14:59Z [----] followers, 30.4K engagements "CITI RAISES $RKLB PT TO $50 -- SEES NEUTRON GENERATING $2.6B REVENUE BY [----] ON [--] ANNUAL LAUNCHES" [X Link](https://x.com/anyuser/status/1944750456603037805) 2025-07-14T13:26Z 347.7K followers, 156.8K engagements "$RKLB Hotfire 🔥🔥🔥 Archimedes has been breathing fire Started at low power and now cranking it up. https://t.co/mPUlezBYRF Archimedes has been breathing fire Started at low power and now cranking it up. https://t.co/mPUlezBYRF" [X Link](https://x.com/AlexfromBabylon/status/1820759060850884865) 2024-08-06T09:49Z [----] followers, [----] engagements "Archimedes has been breathing fire Started at low power and now cranking it up" [X Link](https://x.com/anyuser/status/1820754090286289255) 2024-08-06T09:29Z 263.4K followers, 275.8K engagements "$ASTS Something I never did before but I bought [--] call options for [--] January [----] on AST Spacemobile with a strike price of $30 if accounting for the premium paid I run break even at $40. Todays price is just to a too big of a gift to pass and now the call options give me the ability to exercise relatively cheap shares until late [----] / beginning [----]. Very confident in Abel Scott the technology regulatory and the ability to execute and although I cannot currently quantify it yet my gut tells me the D2D opportunity for ASTS will be a lot larger then current projections just like previously" [X Link](https://x.com/anyuser/status/1873783921193664887) 2024-12-30T17:31Z [----] followers, 35.1K engagements "$ASTS If only there were signs for the Golden dome thesis: 1) @CatSE___ApeX___ brilliant's research on Bluebird capabilities in term of missile defense detection and probable L3Harris partnership longer term. Bluebirds have the largest phased arrays in orbit dialed to communicate to one of the lowest power electronic signals of all: the (unmodified) mobile phone and it does not need a new chipset to work. None of the D2D competition can do this and their tech is atleast 3-5 years behind. From this I derive that these are probably the most advanced sensitive commercial phased arrays in orbit." [X Link](https://x.com/anyuser/status/1915399213153739080) 2025-04-24T13:35Z [----] followers, 31.6K engagements "$ASTS My mantra is always that if want to make outsized returns as retail you have to understand developments before they are announced or understood by institutions and/or analysts especially for key catalysts. The only way to do that is to combine seperate sources nuggets and logical thinking into a comprehensive overall view or thesis before anyone else does it. The consumer and first responder thesis has been well publicized and incorporated in analyst models. In fact the entire company's market cap is based on a (certain %) of probability that the consumer and first responder thesis of" [X Link](https://x.com/AlexfromBabylon/status/1915364325646102550) 2025-04-24T11:16Z [----] followers, 27.6K engagements "$ASTS BREAKING: Block [--] went on an ozempic treatment 3-4 per launch just went to 6-8 per launch. Abel just said 6-8 satellites per launch which is double from expectations. If that is true for Falcon [--] vehicle (NG cannot launch every [--] days) then this stock is going places very soon. Update: He said it 3x already during the call" [X Link](https://x.com/anyuser/status/1955025321197179381) 2025-08-11T21:55Z [----] followers, 12.5K engagements "$RKLB The coming Q will be really interesting because likely Rocket Lab is not on track for the guided 15-18 Electron launches per year. New bulls who dont fully understand the company and traders could sell the stock based on missed guidance headlines. That may or may not come with an interesting opportunity to add on the dip for the OGs. The OGs (everyone who was in for the runup) know Electron is largely irrelevant at this point for the overall thesis due to its small niche market and [--] million ASP. Electron major business learnings were instrumental in the development of Neutron and will" [X Link](https://x.com/anyuser/status/1850200789114929475) 2024-10-26T15:40Z [----] followers, 20.5K engagements "$ASTS How do you know that you company own is disruptive and a technology leader Sometimes it is simple: When your 350B competitor is paying very close attention to your less then 6B company and matching all news announcements with their own coverage in a structural pattern since the first entry announcement in [----]. It would even not surprise me in the future that a certain individual would claim he invented the space 😉 Starlink direct from satellite to cell phone Internet connection starts beta test in [--] days Starlink direct from satellite to cell phone Internet connection starts beta test" [X Link](https://x.com/anyuser/status/1882729900517327174) 2025-01-24T09:59Z [----] followers, 24.9K engagements "Starlink direct from satellite to cell phone Internet connection starts beta test in [--] days STARLINKS NEXT BIG THING: CELL SERVICE FROM SPACE SpaceX is testing a game-changing Starlink upgrade: Direct-to-Cell satellites that connect mobile phones to cellular service anywhere on Eartheven in the middle of nowhere. These satellites act as cell towers in space https://t.co/mgLiODNdbM STARLINKS NEXT BIG THING: CELL SERVICE FROM SPACE SpaceX is testing a game-changing Starlink upgrade: Direct-to-Cell satellites that connect mobile phones to cellular service anywhere on Eartheven in the middle of" [X Link](https://x.com/anyuser/status/1882724115670589573) 2025-01-24T09:36Z 234.6M followers, 27.9M engagements "$ASTS This launch vehicle is a game changer for deploying AST Spacemobile's bluebird constellation. They can deploy up to [--] Bluebirds in a launch in the current configuration later that can probably expand to [--] or [--]. Being a key launch partner of Blue Origin is going to significantly speed up time to market (versus other options) To talk in Wall Street's terms the chances of hitting operating free cashflow positive and the full constellation being on track just increased significantly. This should warrant an increase in stockprice today since a key launch risk / being dependent on" [X Link](https://x.com/anyuser/status/1879803630829617540) 2025-01-16T08:11Z [----] followers, 31.1K engagements "$ASTS I had to recheck a couple of times but basically Palmer Luckey (CEO of Anduril) is an investor in AST Spacemobile 👀 Anduril is the hottest private company in defense tech right now. Can we expect a potential partnership in the future @PalmerLuckey @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST" [X Link](https://x.com/anyuser/status/1888863319701758394) 2025-02-10T08:11Z [----] followers, 13.6K engagements "@mrlubos @AST_SpaceMobile I am an investor in AST" [X Link](https://x.com/anyuser/status/1888846639877837033) 2025-02-10T07:05Z 628.9K followers, 406.7K engagements "$ASTS The satcom sector is ripe for disruption. If you watch this talk especially the two panels you can see that most satcom operators & partners in the ecosystem are not prepared for what is to come. Panels talk about D2D as if it is some future technology that will commercialize over three years. On the two panels both Scott (ASTS) and David (SpaceX) point out that they are on the breaking of launching commercial service. David says also over three years nobody is going to be talking about this anymore because then it will just be an integral part of the product. Basically he says if you" [X Link](https://x.com/anyuser/status/1900490544381313476) 2025-03-14T10:13Z [----] followers, 25K engagements "$RKLB Unsurprisingly Rocket Lab just announced a $750 million ATM. The surprising part is that its $250 million higher then usual. My thoughts are multiple: a) If you want to bid and win on Golden Dome projects against well capped primes it really helps if you show a cash position north of [--] billion. If you only have [---] million then US GOV has to do a way more detailed cash run rate analysis and factor in what if Neutron blows up etc. North of 1B nobody is asking cash related questions. b) SpaceX with their 17B spend on AWS-4 + H-band and to a smaller effect AST with Ligado and global" [X Link](https://x.com/anyuser/status/1967716316070228299) 2025-09-15T22:25Z [----] followers, 32.1K engagements "🚨 JUST IN: $RKLB announces an ATM offering of up to $750M in common stock. Perfect timing as it just hit a new all-time high today. At current prices thats roughly 3% dilution. Honestly its quite smart to do this at this stage and $750M is almost double what $RKLB needed to develop a rocket like Neutron. I have little doubt this capital will be efficiently deployed. Thesis unchanged" [X Link](https://x.com/anyuser/status/1967685010019774948) 2025-09-15T20:20Z 84.8K followers, 249.5K engagements "$RKLB My experience with Seeking Alpha articles is that you can best use them as toilet paper. The real geniuses are here on X spreading their knowledge for free and doing community based stock research. This is no exception. For full transparency purposes I sold another 10% of Rocket Lab spread over the past two weeks with now my remainder position below 5% after the market gave me opportunities which were hard to refuse. I have not made up my mind about what I should do with the remainder might try to sell at peak euphoria before Neutron first launch My rationale in a nutshell for selling" [X Link](https://x.com/anyuser/status/1891507364894769343) 2025-02-17T15:17Z [----] followers, 59.9K engagements "$RKLB Why I'm Cautious On Rocket Lab Despite Its Strong Growth Story Feb. [--] [----] https://seekingalpha.com/article/4758752-why-im-cautious-on-rocket-lab-despite-its-strong-growth-story https://seekingalpha.com/article/4758752-why-im-cautious-on-rocket-lab-despite-its-strong-growth-story" [X Link](https://x.com/anyuser/status/1890887025839980931) 2025-02-15T22:12Z [----] followers, 76.8K engagements "$RKLB For the careful observer Rocket Lab just changed the Neutron language from no earlier then mid [----] to second half [----]. Probably a mini delay PRed in a good way. Shared progress on Neutrons development ahead of planned debut launch of the new reusable medium-lift rocket in the second half of 2025" [X Link](https://x.com/anyuser/status/1895224733735563654) 2025-02-27T21:29Z [----] followers, 61.1K engagements "$RKLB I am eternally grateful for what SPB & Adam Spice did for my portfolio results (my average was $5 and I sold most of my position in the $26-$28 range). Management team is extremely strong world class (mechanical and material engineering culture) extremely capital efficient and a great overall vision. The company made great acquisitions at great prices and has overall become a US GOV prime powerhouse especially with the GEOST tuck-in. A lot of great catalysts ahead with SDA T3 Tracking Layer awards Neutron first launch and ramp with NSSL $$$ MTO and more. As always I keep the company on" [X Link](https://x.com/anyuser/status/1955433179818426429) 2025-08-13T00:56Z [----] followers, 73.9K engagements "$RKLB For shareholders this was an encouraging call with no surprises positive or negative. Company is largely on track with Neutron (still predict a Q1 [----] launch) and actively bidding on Golden Dome / NASA work. Strong catalysts ahead for launch and space systems This is the time to hold steady and be patient. 🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More" [X Link](https://x.com/anyuser/status/1953575014604976133) 2025-08-07T21:52Z [----] followers, 18.3K engagements "🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More importantly: Theres an all-out effort to get Neutron to the launch pad before the end of [----] a timeline that assumes a greenlight schedule even though some risks have yet to be retired" [X Link](https://x.com/anyuser/status/1953554926875103340) 2025-08-07T20:32Z 84.8K followers, 51.4K engagements "$ASTS Let me put out a prediction for our launch cadence: Blue Origin is going to totally leave us scrambling with just one launch in [----]. Jeff and Dave are not rocket engineers and as such cannot make realistic predictions. As a result AST management is and is going to pivot hard to Falcon [--] for the initial rollout and SpaceX will happily take out cash at a premium. Falcon [--] is going to carry the rollout of the constellation for quite some time is my prediction. For anyone in call options quarterly delays due to Blue might mess up your strategy so be careful Overall shareholders will be" [X Link](https://x.com/anyuser/status/1938864739788169565) 2025-06-28T07:39Z [----] followers, 48.3K engagements "$RKLB $ASTS $PLTR Now on holiday reflecting on a tumultuous year with a 49237% YTD gain on the portfolio (including a 2129% gain due FX) makes me look like Warren Buffet reincarnated 😂 Again this result is just by buying shares with some margin (never more then 20% of portfolio value) and running a very concentrated portfolio of 3-5 names. To stay humble a large part of these gains relate to an unique situation caused by the boom and bust cycle of the SPAC boom. In hindsight that created very unique opportunities that are usually reserved for private equity: Buying Palantir right after they" [X Link](https://x.com/anyuser/status/1870823796669812972) 2024-12-22T13:28Z [----] followers, 29.8K engagements "$RKLB As you know I have been a critical shareholder as of end of [----] and people have been giving me a hard time for it. In the end I guess both the uber bulls and I were right either in its own way. They were correct that SPB would deliver everything for them and I was correct that the company still missed very significant pieces of the puzzle in order to have a really compelling offering both commercially and for government. With the recent moves they have now closed the gap in their offering on the government side. As I said before Rocket Lab is doubling down as a US defense prime" [X Link](https://x.com/anyuser/status/1927487043220709694) 2025-05-27T22:08Z [----] followers, 15.9K engagements "$ASTS Can you imagine you are the CEO of Viasat and you are excited to share your Q4 [----] update with analysts. Then when you get to the Q&A a significant part of the questions are about what the heck competitor AST Spacemobile just did with the Ligado spectrum lease deal. My conclusion is that Wall Street has not fully grasped what is happening here but like I said before this deal if come to full fruition covers the entire current market cap of the stock. *For context Viasat bought Inmarsat who leased the spectrum to Ligado. Viasat wants that spectrum for itself which is also in indication" [X Link](https://x.com/anyuser/status/1891829230545273216) 2025-02-18T12:36Z [----] followers, 17K engagements "$RKLB Really happy with this acquisition. Bought 1K shares in AH. This finally positions Rocket Lab really well to compete for major DOD programs like Golden Dome and SDA Tracking layer. They really needed this and with the significant PR involved including a call they want to make their ambitions known to the government customer. Combined with Mynaric this is Rocket Lab doubling down as a US space defense contractor. Will doing a bigger write-up of all the implications later. For those wondering about is this the Payload I would dub this the DOD payload the commercial satcom payload will be" [X Link](https://x.com/anyuser/status/1927470679374381285) 2025-05-27T21:03Z [----] followers, 15.6K engagements "Launch spacecraft and now payloads. Weve signed a definitive agreement to acquire Geost a payload provider to the @DeptofDefense for U.S. national security space missions and its next-generation satellite constellations. Read the news here: https://bit.ly/4kJ8DMl https://bit.ly/4kJ8DMl" [X Link](https://x.com/anyuser/status/1927460025045221440) 2025-05-27T20:20Z 607.4K followers, 273.7K engagements "$ASTS $RKLB Single best day ever in terms of % and total gains for the portfolio since I started investing more then seven years ago" [X Link](https://x.com/anyuser/status/1824167038014853126) 2024-08-15T19:31Z [----] followers, [----] engagements "$IREN Significantly underestimated this company and its management team Expanded my position significantly in pre-market. $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at" [X Link](https://x.com/anyuser/status/1959955371788812564) 2025-08-25T12:25Z [----] followers, 28.8K engagements "$IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in financing secured for prior GPU purchases - 36-month lease - 100% of the purchase price - Lease payments calculated utilizing high single digit interest rate Press Release: https://iren.gcs-web.com/static-files/beaf464c-f8a4-4d22-9bfc-a2a339199569 https://iren.gcs-web.com/static-files/beaf464c-f8a4-4d22-9bfc-a2a339199569" [X Link](https://x.com/anyuser/status/1959947575953432924) 2025-08-25T11:54Z 56.1K followers, 356.2K engagements "$RKLB As promised hereby the highlights and key take aways from the Q1 [----] earnings call. Overall it was a great quarter for long term shareholders and a meh quarter for short term oriented folks with Archimedes being the star of the show. More details 👇" [X Link](https://x.com/anyuser/status/1787750932450599149) 2024-05-07T07:46Z [----] followers, 20.8K engagements "$IREN $NBIS I encourage every Neocloud investor to listen to the Q&A from @danroberts0101. Dan succesfully pushed back here on the narrative that software is somehow an integral part of a Neocloud. Retail analysts and myself got too much caught up in to the software marketing fluf. Also extremely important to segment customers in terms of bare metal GPU offering versus what Nebius does. Cold hard reality is that hyper scalers frontier labs mid sized AI startups hate your software because they want to bring their own. Where software is more important is for AI start-ups and enterprise however" [X Link](https://x.com/anyuser/status/1961409313043296316) 2025-08-29T12:43Z [----] followers, 13.3K engagements "$RKLB $ASTS Breaking: Rocket Lab Senior VP of business development was quoted in a Aviation week article saying they will enter the direct to device consumer market which interestingly will put both of my investments in direct competition with each other Big implications and flown under the radar till now. @daveginvesting @trypto_tran Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that" [X Link](https://x.com/anyuser/status/1913338367091024257) 2025-04-18T21:06Z [----] followers, 86.2K engagements "Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that opportunity French says. This is an eminently scalable consumer application. Were seeing that a lot of the minimum viable constellations are in the [---] to 200-satellite range French says. So yeah you dont need mega constellations to address this 5G non-terrestrial networks opportunity. Also French on the Mynaric acquisition: Our intent to" [X Link](https://x.com/anyuser/status/1913326665394172092) 2025-04-18T20:19Z [----] followers, 48.4K engagements "$RKLB $ASTS Many dont understand that the strategic calculus of how much to rely on SpaceX has changed for DOD brass with Elons actions. Every DOD official has now mentally printed in his head: Elon Musk is a liability. This has direct impact. SpaceX will remain a top contractor but it will be way further diversified going forward. Also Golden Dome opportunity significantly reduced. Cant have Elon turn of the nations defense shield just because he had a bad day. But Musks threat was so impulsive that it will undoubtedly rattle defense officials Harrison said who would not look favorably on" [X Link](https://x.com/anyuser/status/1931757950638440510) 2025-06-08T16:59Z [----] followers, 16.3K engagements "$ASTS $RKLB $RDW: NASA Pentagon push for SpaceX alternatives amid Trumps feud with Musk - Washington Post The fight between President Donald Trump and Elon Musk highlights the governments outsize dependence on a single company for missions. NASA and Pentagon officials moved swiftly this past week to urge competitors to Elon Musks SpaceX to more quickly develop alternative rockets and spacecraft after President Donald Trump threatened to cancel Space Xs contracts and Musks defiant response. Government officials were especially stunned after Musk responded to Trump with a salvo of his own:" [X Link](https://x.com/anyuser/status/1931713354701197353) 2025-06-08T14:02Z 43.8K followers, 45.5K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@AlexfromBabylon Alexander
Alexander posts on X about $asts, $rklb, space, spacex the most. They currently have [---------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
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Social Influence
Social category influence stocks 33.58% finance 28.68% technology brands 25.66% celebrities 4.91% countries 3.77% cryptocurrencies 3.4% automotive brands 1.51% financial services 1.13% products 1.13% events #772
Social topic influence $asts #101, $rklb 27.17%, space 17.74%, spacex 16.6%, lab 13.21%, $iren 12.83%, rocket lab 12.83%, $nbis #101, business 8.68%, ai 7.92%
Top accounts mentioned or mentioned by @catseapex @timx94 @spacex @tryptotran @palmerluckey @werichyetbois @aaronburnett @daveginvesting @secdef @danroberts0101 @tysondaniels @mrlubos @astspacemobile @deptofdefense @jkeynesalpha @hypergrowth102 @skipperswe7980 @snarfmcsnarf @megaconstellati @romanchernin
Top assets mentioned AST SpaceMobile, Inc. Class A Common Stock (ASTS) Rocket Lab USA, Inc. Common Stock (RKLB) Iris Energy Limited (IREN) Nebius Group N.V. Class A Ordinary Shares (NBIS) Auroracoin (AUR) CoreWeave, Inc (CRWV) Iridium Communications Inc. (IRDM) Uber Technologies, Inc. (UBER) Redwire Corporation (RDW)
Top Social Posts
Top posts by engagements in the last [--] hours
"$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed since the Starlink deal. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like and said they dont have global spectrum but indirectly implied they need / want it. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing"
X Link 2026-02-12T19:14Z [----] followers, 10.9K engagements
"$ASTS $SPCX Not seen anyone post this but these are direct quotes from Deutsche Telekom Q3 earnings call held on [--] November [----]. The most important quote is that Deutsche Telekom said they are very interested to further collaborate with Starlink in Europe which I think is a deviation from the [----] language. Also confirmed Gen [--] satellites with Echostar spectrum will not be deployed for 28/29 and als some small tidbits but feel free to read the quotes below. Also highlighted Echostar's spectrum is coming up for renewal in the EU. As I detailed before DT already is fighting with Viasat to"
X Link 2026-01-13T12:27Z [----] followers, 43.7K engagements
"$ASTS The synergies are getting quite obvious at this point. $T is deepening ties with $AMZN to overhaul its network infrastructure. The new deal integrates AWS hybrid cloud and the newly branded Amazon Leo (formerly Project Kuiper) satellite unit. Details: Connectivity: AT&T will use Amazon Leo satellites for remote enterprise https://t.co/1d3Gc06TZS $T is deepening ties with $AMZN to overhaul its network infrastructure. The new deal integrates AWS hybrid cloud and the newly branded Amazon Leo (formerly Project Kuiper) satellite unit. Details: Connectivity: AT&T will use Amazon Leo"
X Link 2026-02-04T13:32Z [----] followers, 12.4K engagements
"$NBIS Nebius is headquartered in Amsterdam so as a result now and then they pop up in the local news paper and this article from December [----] has some quotes from both Arkady and Tom Blackwell that give some insight in the origin company culture and Arkady himself. If you create a throwaway account you can read the article for free (otherwise behind a paywall) Fun facts: Arkady's level of English is called "Rushlish" which is a mix of Russian and English by his former English tutor. Arkady's villa was squated by lefties in Amsterdam (Vossiusstraat Amsterdam) and since he was on the sanction"
X Link 2026-02-11T11:44Z [----] followers, [----] engagements
"$NBIS Nebius is doing an Elon type speedrun and that makes some people uncomfortable. You need to believe the story for the financials to work out. Thats also why where the alpha is. Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip that out and the business would have lost about $570m. Operating expenses for the year were about $1.1b up 130%. Depreciation alone was roughly $400m up more https://t.co/TWs7vWcdBB Thoughts on $NBIS They reported about $30m in profit which exists because of a roughly $600m revaluation gain. Strip"
X Link 2026-02-12T17:35Z [----] followers, [----] engagements
"$ASTS $IRDM Recommend everyone to read the Iridium earnings call. I monitored them for multiple Qs and clearly something has changed. With ASTs new of convert offering it would not surprise me if there will be some type of deal going forward. Also directly named AST among others when asked regarding how the industry discussions regarding spectrum look like. My gut feeling: something is cooking 🔥 CEO quotes: We will continuously consider our spectrum assets with the view of maximizing shareholder value. Therefore we will not rule out future business alliances that leverage our unique spectrum"
X Link 2026-02-12T19:13Z [----] followers, [----] engagements
"@JKeynesAlpha I think Aurora will do well but I bet on $KDK for better risk rewards"
X Link 2026-02-12T20:48Z [----] followers, [---] engagements
"@WeRichYetBois @Keaku_ @JKeynesAlpha This is the wrong analogy. Aurora has a one year lead in tech but is in behind in deployment compared to Kodiak. Reality is market will find out they are more alike then most currently think"
X Link 2026-02-13T20:43Z [----] followers, [--] engagements
"@aaronburnett AST is already doing 100kw with a not optimized design for it. So its not impossible"
X Link 2026-02-14T18:05Z [----] followers, [----] engagements
"$ASTS AST management is quite conservative. They would not choice to highlight this in a PR + Scott retweet + AST GOV guy on Linkedin if AST was just some minor vendor on the Shield IDIQ list. This raises expectations in terms of AST's US government business. My read is that they have received a strong demand signal for their technology from MDA. Just my [--] cents. + Golden Dome IDIQ + Golden Dome IDIQ"
X Link 2026-01-16T16:45Z [----] followers, 10.9K engagements
"$ASTS The Nordics will be really happy when AST Spacemobile will win spectrum in [----] reallocation. Clearly the local Nordics regulators dont want their internet on Starlink US spy network. Expect Telenor and Talia to with with AST and I bet local regulators would love that. Sweden in no rush to roll out satellite direct-to-cell January [--] [----] "Even if coverage over Northern Europe can be resolved there is a risk that only one satellite operator will be able to offer more advanced D2D services in all of Northern Europe. This would mean a Sweden in no rush to roll out satellite direct-to-cell"
X Link 2026-01-20T09:31Z [----] followers, [----] engagements
"$AUR $KDK This is a great question that I have also struggled with for a while as a former $AUR shareholder. What triggered me to go deep on autonomous trucking is that sentiment is at all time low while real commercial deployments are happening as we speak. In fact Atlas Energy is already deploying Kodiak autonomous trucks without safety drivers 24/7 for its operations. Just [---] trucks deployed with Atlas generate 10s of millions of higher margin annual recurring revenue at full run rate and Atlas has been extremely satisfied with operational performance and will likely order more in the"
X Link 2026-01-22T11:45Z [----] followers, [----] engagements
"$KDK $AUR It's good to keep in mind that as of today Kodiak AI still has essentially a short term monopoly by driving autonomously in unstructured environments in the Permian basin. Aurora's Detmar's deal is still on public and private (paved) roads but Atlas Energy deal also includes driving in unstructured non-paved environments. It can do that well because it does not rely on mapping and has built its AV stack also specifically to include unstructured environments. Most analysts don't even understand this so we are still very early. https://twitter.com/i/web/status/2014330644604547303"
X Link 2026-01-22T13:33Z [----] followers, [----] engagements
"@TheRonnieVShow I switched to Kodiak AI from MobilEye. Better prospects minus the humanoids"
X Link 2026-01-22T13:34Z [----] followers, [---] engagements
"@mikealfred Not interested in $MBLY Especially since they acquired humanoid robots play Mentee"
X Link 2026-01-28T23:26Z [----] followers, [----] engagements
"Which other company valued at 8B is also at the same crossroads Hint: The market hates it right now. Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash generation machine to help fund Tesla's other initiatives. Lots to look https://t.co/VZVuK0ApRM Tesla's Q4 earnings call really felt like the start of a new era for the company. All-in on autonomy robotaxis and robotics. At this point the traditional vehicle sales business is really just a cash"
X Link 2026-01-29T10:04Z [----] followers, [----] engagements
"$MBLY Sentiment is at all time low with a flat guide for the legacy business but the sentiment is just a few quarters away from flipping into exciment around humanoid robotics & the Volkswagen autonomy deployment. For 7.8B market cap you get: Legacy business that did $1.894B of revenue in [----] with a conservative flattish guide of 5% for [----] while at the same time they have a revenue backlog of $24.5B over an [--] year period. That's 3B of run rate per year for the next years meaning a 50%+ revenue growth from here all the while transitioning to higher margin EyeQ product generations. This"
X Link 2026-01-29T12:04Z [----] followers, [----] engagements
"$ASTS Great news for the space industry with SpaceX & xAI as pathfinders for space based datacenters at scale. I think MNOs also by now are getting a little scared of Elons scope😉 Bullish for AST Also for the chances of getting EU MSS spectrum in [----]. xAI and EU are no friends to put it lightly. SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth https://t.co/3ODfcYnqfg https://t.co/el40rCUBGe SpaceX has acquired xAI forming one of the most ambitious vertically integrated innovation engines on (and off) Earth"
X Link 2026-02-02T23:31Z [----] followers, [----] engagements
"$AUR $KDK In my view the real dark horse is none of the competition mentioned below but Kodiak with a 1.6B MC. (disclosure I am long KDKW) versus Aurora being valued at 7.8B MC. Also want to second this conclusion: "At the end of the day Autonomous Trucking is a show-me story. For years companies have touted their technology their model this their data that their demo this their demo that. No one cares anymore. No one cares about your "timeline" when you "anticipate" when you "expect" etc. Build the driver build the hardware kit build the redundant trucks integrate the driver remove the human"
X Link 2026-02-03T11:02Z [----] followers, [----] engagements
"$ASTS Our SAM just got a massive upgrade. It's clear that OEMs and MNO's alike need to allign with AST in order not to get eaten alive. Very bullish BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW BREAKING: SpaceX may launch a Starlink phone that connects straight to satellites as per Reuters. https://t.co/qPe549PWbW"
X Link 2026-02-05T13:08Z [----] followers, [----] engagements
"$ASTS If you just take a step back then people don't fully understand how much future value creation the SpaceX / XAI merger will generate for AST Spacemobile. By creating this giant Elon co empire this immediately draws SpaceX in competition with very powerful companies in AI which could clearly incentivize Google to push AST even deeper into the Android ecosystem. Apple next Then in a couple years we arrive at space based datacenters and those same powerful players all need datacenters from companies who are not their direct competitor. Interestingly while Elon is growing its own TAM"
X Link 2026-02-05T16:13Z [----] followers, [----] engagements
"$IREN I was fortunate in the sense that IREN was only 5% of my portfolio before earnings and I know many people are full portfolio on IREN so that drawdown really hurts but I bought the dip and doubled my position yesterday in AH. In a reasonable scenario this could still be a $100 stock end of [----] which will be 200% in [--] months and this is still the same management team that everyone is so ecstatic about. Personally these are the setups that I love. Financials are optically distorted due to bitcoin and one off GAAP items but underlying business fundamentals are rapidly progressing. Also"
X Link 2026-02-06T09:16Z [----] followers, [----] engagements
"@moninvestor I got 5k shares from the panicans at just sub $32. Thanks"
X Link 2026-02-06T09:42Z [----] followers, [----] engagements
"@edge_of_power You also need software to run bare metal aside from what Nebius does on top which is a managed platform"
X Link 2026-02-06T10:46Z [----] followers, [----] engagements
"$HIMS So much people are losing their shirt on this company. Look I get the thesis and why it might work and think it will go higher but I simply do not trust management. If this was such a generational opportunity why is Andrew pumping and dumping the stock on retail None of my biggest succesful management teams did that before delivering a 5x to retail. Heck Abel from AST has not sold a single share. https://twitter.com/i/web/status/2019728933235699960 https://twitter.com/i/web/status/2019728933235699960"
X Link 2026-02-06T11:04Z [----] followers, [----] engagements
"$IREN This gave me the final conviction to double my shares at sub $32. Not a bad return of 30% in a day with no deal 😂 Took advantage of the panicans and gamblers. Thanks everyone who contributed in this major draw down. Going so low was not possible without degen options and overleveraged ETFs. Your shares will be in good hands going forward 😜 Big Tech [----] CapEx outlook: $AMZN: $200B vs. $146B est. $GOOGL: $175-185B vs. $120B est. $META: $115-135B vs. $110B est. $MSFT: No guidance but same tone Total: $490-520B vs. $376B est. Wall Street hates it. https://t.co/Qwi4EQBHi6 Big Tech 2026"
X Link 2026-02-06T23:51Z [----] followers, [----] engagements
"@hypergrowth102 @mvcinvesting Well management did not anticipate it as well it seems because it now remove the product"
X Link 2026-02-08T10:14Z [----] followers, [---] engagements
"$NBIS I still think it is literally Day [--] for the platform story and that we only saw like 5% of the end state what Nebius will be. Megacap in the making here"
X Link 2026-02-08T13:14Z [----] followers, [----] engagements
"$DUOL I know I have made fun of learning apps in the past and I honestly could have never predicted to invest in one myself but there is a convergence of catalysts that create an unique opportunity in my view: Name sold off significantly on AI commodization fears being down 70% YoY as of today Recent market volality pushed the name down even further. At the same time you have: A passionate founder led business who is not afraid to take the contrarian view A huge distribution network and global brand Proprietary data moat in behavorial learning Their bottleneck was always creation of highly"
X Link 2026-02-09T17:01Z [----] followers, [----] engagements
"$IREN The clues are coming together. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside. *ANTHROPIC MULLS SECURING 10GIGAWATTS OF CAPACITY: THE INFORMATION Anthropic has privately discussed getting [--] GW by renting capacity from cloud providers and notably by leasing its own data center spacemeaning it would likely purchase/operate the server equipment inside"
X Link 2026-02-09T17:21Z [----] followers, 16.8K engagements
"@SkipperSwe7980 No its now 80/20"
X Link 2026-02-11T01:05Z [----] followers, [--] engagements
"$ASTS Great news $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular $ASTS: 🚨 AST SPACEMOBILE SUCCESSFULLY COMPLETES UNFOLDING OF BLUEBIRD [--] THE LARGEST COMMERCIAL COMMUNICATIONS ARRAY ANTENNA EVER DEPLOYED IN LOW EARTH ORBIT BlueBird [--] is the largest ever commercial communications array deployed in low Earth orbit designed to support cellular"
X Link 2026-02-11T01:26Z [----] followers, [----] engagements
"@StupkaStanislav The market cap is 40x lower because SpaceX is growing faster at a way larger scale"
X Link 2026-02-11T05:55Z [----] followers, [---] engagements
"$ASTS Scott only nowadays does this if something good is coming which I guess probably will be announced at MWC [----] early March just before the earnings call. $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0 Million Convertible Senior Notes Funded By Registered Direct Offerings: https://t.co/AvL3aIXz1y https://t.co/34xUi72Mt3 https://t.co/8G7Cg0aS4c $ASTS AST SpaceMobile Announces Proposed Private Offering of $1.0 Billion of Convertible Senior Notes Due [----] Proposed Repurchases of up to $300.0"
X Link 2026-02-11T22:31Z [----] followers, 10.3K engagements
"@Reformed_Trader MWC [----] is just around the corner. Maybe a Satco partnership"
X Link 2026-02-11T22:38Z [----] followers, [----] engagements
"$ASTS Space based datacenters 👀 monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture the evolving commercial opportunities related to artificial intelligence enhancing investment in government space $ASTS: Accelerating the deployment of our controlled spectrum bands on a global basis monetizing the capabilities of our proprietary technology to capture"
X Link 2026-02-11T22:41Z [----] followers, [----] engagements
"@SnarfMcSnarf @aaronburnett They jist did the convert for space based datacenters so we might get an official vompany number at the next earnings call"
X Link 2026-02-14T19:49Z [----] followers, [--] engagements
"Unfortunately communism has found its way to my country. Unrealized gains tax + highest tax rate in Europe on investments at 36%. Fortunate enough to be able to start a Dutch equivalent of LLC and evade this (this tax is on personal level not company level) but our government is on the brink of wiping out the middle class in my country. Let alone all employees at companies like Nebius and ASML now need to pay 36% unrealized gains on their investments from [----] onwards together with one of the highest income tax rates in Europe this will make the country less competitive going forward. Fun"
X Link 2026-02-12T12:22Z [----] followers, 112.9K engagements
"$AUR $KDK The reason I am not an uber bull like everyone on FinX on Aurora is that I dove in deep and I noticed a capital inefficient business model a host of strategic mistakes in combination with an elevated valuation. The company will be fine but I am looking for a SPB type operator here not a Blue Origin. Aurora betted on the truck OEMs to get them to [--] billion in revenue in [----] but that failed since the OEMs are laggards. Kodiak CEO Don Burnette has been saying this for [--] years and betted on the retrofit model with Rousch and signed up a marque customer with Atlas energy to move frac"
X Link 2026-02-15T00:49Z [----] followers, [---] engagements
"$ASTS Can you imagine you are the CEO of Viasat and you are excited to share your Q4 [----] update with analysts. Then when you get to the Q&A a significant part of the questions are about what the heck competitor AST Spacemobile just did with the Ligado spectrum lease deal. My conclusion is that Wall Street has not fully grasped what is happening here but like I said before this deal if come to full fruition covers the entire current market cap of the stock. *For context Viasat bought Inmarsat who leased the spectrum to Ligado. Viasat wants that spectrum for itself which is also in indication"
X Link 2025-02-18T12:36Z [----] followers, 17K engagements
"$RKLB For the careful observer Rocket Lab just changed the Neutron language from no earlier then mid [----] to second half [----]. Probably a mini delay PRed in a good way. Shared progress on Neutrons development ahead of planned debut launch of the new reusable medium-lift rocket in the second half of 2025"
X Link 2025-02-27T21:29Z [----] followers, 61.1K engagements
"$ASTS I cannot overestimate how freaking huge news this is This is the perfect solution with perfect timing with the right tech. I am convinced that with this arrangement we just locked in the largest part of Europe. This Vodafone x AST Spacemobile Satco venture has so many implications: If I intepretate it correctly Vodafone just flipped it's exclusive home market deal (meaning AST cannot sell to other MNO's in Vodafone home markets) in a exclusive Satco venture ready to serve ALL MNO's in Europe. This just significant expanded TAM in Europe and is also the right thing to do (also legally"
X Link 2025-03-03T09:33Z [----] followers, 25.7K engagements
"$ASTS The satcom sector is ripe for disruption. If you watch this talk especially the two panels you can see that most satcom operators & partners in the ecosystem are not prepared for what is to come. Panels talk about D2D as if it is some future technology that will commercialize over three years. On the two panels both Scott (ASTS) and David (SpaceX) point out that they are on the breaking of launching commercial service. David says also over three years nobody is going to be talking about this anymore because then it will just be an integral part of the product. Basically he says if you"
X Link 2025-03-14T10:13Z [----] followers, 25K engagements
"$RKLB🚨Big write-up incoming about Rocket Lab's roadmap to space applications.🚨 Via my longer term more well diversified second portfolio focused on the (defense) tech angle I am a Rocket Lab shareholder again. Now I hold just [---] shares but will improve cadence rapidly. 😉 Longer term will also sell a stake of my AST Spacemobile in main portfolio if it goes 100B to further fund the portfolio diversity. Idea is that long term the second portfolio becomes the main portfolio of around 5-7 names. With that sidestep out of the way I wanted to reflect on the past period when I sold in the main"
X Link 2025-03-19T13:42Z [----] followers, 33.8K engagements
"$ASTS AST SPACEMOBILE BUSTED: "WORKS WITH ALL PHONES" CLAIM SHATTERED AS SHORTS UNCOVER THAT THE SERVICE CANNOT CONNECT WITH THE PEPPA PIG PP06 & FISHER-PRICE ROTARY PHONE. MANAGEMENT BLAMES DEVICE MANUFACTURERS. DEVICE MANUFACTURERS DECLINE TO COMMENT. TMF ANALYST SAYS TOTAL PR DISASTER LEAVING THIS YOUNG GROUP OF CUSTOMERS WITHOUT SATELLITE CONNECTIVITY ON THEIR FAVORITE PHONES. STOCK DOWN 2% IN PREMARKET. Always fun to add to the panic on the red days 😉"
X Link 2025-03-20T10:22Z [----] followers, 11.4K engagements
"$ASTS $RKLB This is an interesting observation from Dave about my recent ramblings on in house launch costs. (that's why I reposted it) To answer your question: My personal view is that in Beck is right. SpaceX Blue Origin and Rocket Lab are and will be part of the biggest space companies in the future since they will be end to end providers. They will put of large network intensive constellation and built out physical infrastructre in space. That's also the reason I was and am an $RKLB investor. On the other hand I think AST Spacemobile will be the second largest company in market cap behind"
X Link 2025-03-27T16:04Z [----] followers, 37.2K engagements
"$RKLB This is the million dollar question for Rocket Lab shareholders including myself. What % of SpaceX's market cap should Rocket Lab be valued at. Some thoughts: 1) SpaceX is by far market leader in launch space exploration and satellite broadband internet. This will not change over the next decade. How should you value a market leader versus a market follower and will that market follower be number two or three Truth is I don't really know but 50% is way overstretched. 2) My investment case has always been 10% since that's probably reasonable based on the company's current trajectory. Now"
X Link 2025-04-18T10:17Z [----] followers, 24.6K engagements
"$RKLB $ASTS Breaking: Rocket Lab Senior VP of business development was quoted in a Aviation week article saying they will enter the direct to device consumer market which interestingly will put both of my investments in direct competition with each other Big implications and flown under the radar till now. @daveginvesting @trypto_tran Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that"
X Link 2025-04-18T21:06Z [----] followers, 86.2K engagements
"$ASTS My mantra is always that if want to make outsized returns as retail you have to understand developments before they are announced or understood by institutions and/or analysts especially for key catalysts. The only way to do that is to combine seperate sources nuggets and logical thinking into a comprehensive overall view or thesis before anyone else does it. The consumer and first responder thesis has been well publicized and incorporated in analyst models. In fact the entire company's market cap is based on a (certain %) of probability that the consumer and first responder thesis of"
X Link 2025-04-24T11:16Z [----] followers, 27.6K engagements
"$ASTS Take on Q1 2025: This is no longer a pre revenue company. Within 1-2 years they will easily become one of the largest space companies by revenue"
X Link 2025-05-12T20:47Z [----] followers, 12.9K engagements
"$ASTS $RKLB Yesterday President Trump revealed more details about the largest US defense project in recent history: The Golden Dome. To recap: 1) Costs are estimated to be $175 billion and the Golden Dome should be fielded before his second presidential term ends meaning it has to be done in three years. 2) As a reminder: "this design for the Golden Dome will integrate with our existing defense capabilities". Essentially existing land sea space based assets for Golden dome are integrated into an single software defined architecture ensuring an efficient OODA loop combined with new space based"
X Link 2025-05-21T07:47Z [----] followers, 26.7K engagements
"$ASTS $RKLB Unexpected 😁 Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y"
X Link 2025-06-07T18:53Z [----] followers, 19.1K engagements
"$RKLB $ASTS Many dont understand that the strategic calculus of how much to rely on SpaceX has changed for DOD brass with Elons actions. Every DOD official has now mentally printed in his head: Elon Musk is a liability. This has direct impact. SpaceX will remain a top contractor but it will be way further diversified going forward. Also Golden Dome opportunity significantly reduced. Cant have Elon turn of the nations defense shield just because he had a bad day. But Musks threat was so impulsive that it will undoubtedly rattle defense officials Harrison said who would not look favorably on"
X Link 2025-06-08T16:59Z [----] followers, 16.3K engagements
"$RKLB $ASTS Can it get even worse then this Probably 🤣 Space Force is having a meltdown about this currently. Someone take away his phone to save the SpaceX government business. Whatever happens we have got the spaceships and they do not Whatever happens we have got the spaceships and they do not"
X Link 2025-06-08T20:36Z [----] followers, 16.8K engagements
"$RKLB The stock is in what I call in the boring middle. [----] was always going to be an investment year for the company. Dont get shaken out of your position. The good things are coming in [----] and beyond. Key catalysts for me: Neutron first launch SDA Tracking Layer award and NSSL contract award after first launch. Cashflow from these contracts will allow the company to double down on space applications and acquire the missing pieces: software defined RF payloads and maybe D2D chips (can also be procured from Satixfy)"
X Link 2025-06-14T07:49Z [----] followers, 37.4K engagements
"$ASTS A lot of US GOV eyeballs currently on the company and technology. 👀 Again many forget but Abels prior company EMC main customers was military and government. Abel knows how to sell to the US GOV and built his constellation with their requirements in mind. He also knows that he needs very experienced partners like Fairwinds for last mile delivery and implementation. Fairwinds will in turn keep building out new military products on the D2D broadband communications platform increasing usage over time. Its a win win partnership This milestone demonstration was conducted near AST"
X Link 2025-06-26T21:25Z [----] followers, [----] engagements
"$ASTS Let me put out a prediction for our launch cadence: Blue Origin is going to totally leave us scrambling with just one launch in [----]. Jeff and Dave are not rocket engineers and as such cannot make realistic predictions. As a result AST management is and is going to pivot hard to Falcon [--] for the initial rollout and SpaceX will happily take out cash at a premium. Falcon [--] is going to carry the rollout of the constellation for quite some time is my prediction. For anyone in call options quarterly delays due to Blue might mess up your strategy so be careful Overall shareholders will be"
X Link 2025-06-28T07:39Z [----] followers, 48.3K engagements
"$ASTS Since my posting about launch cadence I see many confused souls in the comments so let me try to clear this up even further. First off all I have a very significant size of my portfolio in AST Spacemobile. If thought for a second launch cadence would be a major blocking issue then I would sell. Over the past couple of days I was just pointing out that it's likely New Glenn is going to not deliver on its promises and Falcon [--] is going to do the heavy lifting. In potential NG is a fantastic most economical vehicle until Starship but it will still take some time to ramp in order to be"
X Link 2025-06-30T10:20Z [----] followers, 27.5K engagements
"$ASTS The most interesting thing was for me was not the equipment financing but this sentence: "while concluding the second quarter with over $900.0 million in cash cash equivalents and restricted cash." If we recap the cash position: - Q1 reported cash balance: $874.5 million - $500 million ATM: Tapped significantly as evidenced with the filing from [--] June speculation but probably between $350-$400 million end of Q. CAPEX Guide: CFO "We do expect an increase in CapEx in Q2 to a range we believe will be between $230 million to $270 million to primarily reflect the timing of payments on"
X Link 2025-07-03T15:04Z [----] followers, 21.7K engagements
"$NBIS Finally was able to really deep dive in the stock and after being in and out multiple times I have established a new position with freshly brought in new capital. Small % of overall portfolio but I expect to be able to add over time. Will also try to cover it more going forward"
X Link 2025-07-07T16:30Z [----] followers, 14.9K engagements
"$ASTS Firstnet fiscal year ends in september. This investment is included in current year budget so I expect the deal to be wrapped up before fiscal year end which is just a few months away from now. $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys https://t.co/TkIquUlvxF $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/"
X Link 2025-07-09T19:20Z [----] followers, 25K engagements
"$RKLB $ASTS If you dont know the pain points for the stocks you hold chances are really high that you are in an echo chamber and those can be very dangerous. Thats why I am sometimes perceived as negative about the stocks I hold and not everyone in the community appreciates that. Also everything is dynamic pain points can get solved as quickly as they appear. Everything is always in motion. My pain point for Rocket Lab is: Entry into space applications my pain point with AST is launch with Blue Origin. Yes Neutron will work and Yes ASTs tech works at scale. Not obvious for the market yet but"
X Link 2025-07-13T18:05Z [----] followers, 19.2K engagements
"$RKLB Personally I am conflicted about this Citi price target. Super excited to see the stock run up so much and analysts playing catchup to justify price action. On the other hand if Citi needs to extent its valuation methodology to look at [----] revenue instead of [----] in combination with [--] Neutron launches required in [----] and a $2.6 billion of revenue you are slowly getting to the point where things are starting to get priced in and valuations getting stretchy Rocket Lab is already not cheap if you check [----] Bloomberg estimates. If I extrapolate Q1 [----] revenue of $123 I expect us to"
X Link 2025-07-15T14:59Z [----] followers, 30.4K engagements
"$AUR Aspiring Aurora competitor Plus an AI-Based Virtual Driver Software Company Powering Factory-Built Autonomous Trucks plans to Go Public via Merger with Churchill Capital Corp IX at a 12B valuation. OEM partners are Traton Iveco and Hyundai. Plus AI is a pure software play on autonomous driving and partners for long range Lidar with Aeva instead of inhouse development. Hardware sales and servicing is done via dealership not via a hardware as a service partnership like Aurora has with Continental. https://twitter.com/i/web/status/1952038033286734050"
X Link 2025-08-03T16:05Z [----] followers, [----] engagements
"$RKLB For shareholders this was an encouraging call with no surprises positive or negative. Company is largely on track with Neutron (still predict a Q1 [----] launch) and actively bidding on Golden Dome / NASA work. Strong catalysts ahead for launch and space systems This is the time to hold steady and be patient. 🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More"
X Link 2025-08-07T21:52Z [----] followers, 18.3K engagements
"$RKLB I am eternally grateful for what SPB & Adam Spice did for my portfolio results (my average was $5 and I sold most of my position in the $26-$28 range). Management team is extremely strong world class (mechanical and material engineering culture) extremely capital efficient and a great overall vision. The company made great acquisitions at great prices and has overall become a US GOV prime powerhouse especially with the GEOST tuck-in. A lot of great catalysts ahead with SDA T3 Tracking Layer awards Neutron first launch and ramp with NSSL $$$ MTO and more. As always I keep the company on"
X Link 2025-08-13T00:56Z [----] followers, 73.9K engagements
"$NBIS This was a masterclass in AI Infrastructure strategy from @romanchernin. Forget the bitcoin miners turning AI. These guys are [--] levels above that. This is AWS for AI on steroids if executed properly. These guys are going way beyond a GPU rental business. Will do a bigger write-up soon and will expand my position even further. If you have a mental blockade that this is just GPU renting then I encourage you to watch this interview. You will thank me in a few years. This company has megacap potential long-term. 📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business"
X Link 2025-08-20T00:44Z [----] followers, 29K engagements
"$IREN Significantly underestimated this company and its management team Expanded my position significantly in pre-market. $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at"
X Link 2025-08-25T12:25Z [----] followers, 28.8K engagements
"$NBIS $IREN Sold my remaining Nebius position and poured it all into $IREN. Still very bullish on $NBIS and I still support what I said before. I just see a higher (near term ROI (not market cap) on $IREN. NFA"
X Link 2025-08-26T10:40Z [----] followers, 53.7K engagements
"$IREN $NBIS Glad you asked Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half of top management came from Yandex and 700-1000 employees with deep tech expertise plus an AI research team. That's powerful and that ensures that Nebius has a enterprise grade software stack software services experience in running enterprise grade datacenters and they have some proprietary tech that ensure they can run"
X Link 2025-08-26T23:55Z [----] followers, 75.8K engagements
"$IREN Public secret now confirmed by management that $IREN besides almost 3GW has a multi GW development pipeline on top Stacking GWs these guys 😃"
X Link 2025-08-28T22:26Z [----] followers, 13K engagements
"$IREN $NBIS I encourage every Neocloud investor to listen to the Q&A from @danroberts0101. Dan succesfully pushed back here on the narrative that software is somehow an integral part of a Neocloud. Retail analysts and myself got too much caught up in to the software marketing fluf. Also extremely important to segment customers in terms of bare metal GPU offering versus what Nebius does. Cold hard reality is that hyper scalers frontier labs mid sized AI startups hate your software because they want to bring their own. Where software is more important is for AI start-ups and enterprise however"
X Link 2025-08-29T12:43Z [----] followers, 13.3K engagements
"$IREN $NBIS $CRWV My prediction is that long term both Nebius but more importantly $IREN are going to blow up CoreWeaves business model when they reach scale. Nebius offers more competitive pricing then Coreweave for B200s as shown in this example but provides better software add ons partially free. The dark horse of this industry is going to be $IREN who based on recent earnings call data is setting B200 pricing at least 20-30% cheaper then Nebius. $IREN is taking a Jeff Bezos approach to pricing to the point where they are going to drive many inefficient players out of business in the"
X Link 2025-08-30T15:35Z [----] followers, 40K engagements
"$IREN The market is rapidly discovering this name. Thankful I got in at low twenties / high teens. For the record todays price is still fantastic. $NBIS $CRWV are valued at significantly higher but $IRENs multiple will catchup soon"
X Link 2025-09-02T14:34Z [----] followers, 10.4K engagements
"$ASTS Bought 5k shares on margin. Edit: For the proof or it did not happen folks"
X Link 2025-09-08T12:27Z [----] followers, 37K engagements
"$RKLB $ASTS SpaceX: For all the community members make fun of me. Don't you realize that Rocket Lab's end of decade 5G 3GPP D2D constellation plans are basically dead on arrival now SpaceX just significantly raised the barriers of entry on par with AST Spacemobile. To recap SpaceX transaction: SpaceX just secured the last big block of D2D viable spectrum in the United States (and globally) and paid billions for it. SpaceX announced 20x increased D2C speeds in combination with V3's. SpaceX secured Boost Mobile as a new MNO partner and together TM has now two US MNO's plus multiple partnerships"
X Link 2025-09-08T14:09Z [----] followers, 36.3K engagements
"$IREN Lets recap Horizon [--] to be energized in Q4 [--] Sweetwater 1.4GW in April [----]. Oracle and the entire world are looking MWs/GWs and IREN has two very large sites available in 3-7 months. CEO said although they have not signed deals (while they could) they still have a few months and that time is their friend but will definitely get on with it and said the want deals in place before energization. Every big deal can easily let the stock run 50%. Be prepared for margin calls. @tysondaniels Already short. @tysondaniels Already short"
X Link 2025-09-12T17:03Z [----] followers, 25.1K engagements
"$ASTS Over the past week I have redone a lot of my DD on the name in light of recent developments and it only reaffirmed my conviction. FinX and less sophisticated institutional investors are chasing shiny objects in the space economy. While tempting now all these names will be weighted in terms of revenue margin and FCF growth in due time and adjusted to their real (lower) potential. Ironically the market leader in the most promising up and coming space vertical is significantly sold off and can be bought for 14B. Buy before the Street learns how the space economy really works and corrects"
X Link 2025-09-13T23:17Z [----] followers, 17.8K engagements
"$RKLB Unsurprisingly Rocket Lab just announced a $750 million ATM. The surprising part is that its $250 million higher then usual. My thoughts are multiple: a) If you want to bid and win on Golden Dome projects against well capped primes it really helps if you show a cash position north of [--] billion. If you only have [---] million then US GOV has to do a way more detailed cash run rate analysis and factor in what if Neutron blows up etc. North of 1B nobody is asking cash related questions. b) SpaceX with their 17B spend on AWS-4 + H-band and to a smaller effect AST with Ligado and global"
X Link 2025-09-15T22:25Z [----] followers, 32.1K engagements
"$ASTS This is probably the time to buy if you dont have any shares yet in my view. Thesis has never been more derisked. Sure based on [----] revenue it is frothy but you can buy a megacap in [--] years for 20B today in my opinion. To recap: Sales model: Benioffs wet dream with access to 3B phones frictionless. 50/50 rev share sold by juggernauts Tech: [--] Year lead on SpaceX 5-10 year lead on everyone else. Huge patent and patent pending claims portfolio [----] Business model: Duopoly in key markets for the most important segments with smaller niche players fighting for scraps. Everyone besides SpaceX"
X Link 2025-10-01T22:53Z [----] followers, 25.3K engagements
"$IREN Dan mentioned that they can 3x their GPUs ordered in a very short term. Meaning they can fill out Canada completely on a record pace. Once all are installed and running you are looking at probably 2B ARR. Then they are going to fill the Horizon [--] and [--] for themselves and scale Childress for AI Cloud from there. This will all happen in [----] in combination with one or two IAAS deals for Sweetwater which will be bigger then in size then Nebius Microsoft deal (300 MW vs [---] GW) End of [----] this will be a 50B company. Mark it. Not based on hype but simply keeping up with fundamentals. So"
X Link 2025-10-03T09:48Z [----] followers, 22.7K engagements
"$RKLB I do feel for SPB sometimes even though he is a billionaire. Beck is a once in a decade engineer who would be absolutely be considered the industrys hero if not for once in a century type of talent in terms of Elon Musk. Mind boggling to think that even an extremely talented team like Rocket Lab is still 5-10 years behind on SpaceX. Keep fighting Pete the industry needs more diversity. Peter Beck CEO and Founder of $RKLB literally just said hes aiming to build the biggest space company in the world. https://t.co/vCQcJEsseE Peter Beck CEO and Founder of $RKLB literally just said hes"
X Link 2025-10-03T16:35Z [----] followers, 14.5K engagements
"$IREN Stock is completely overvalued right Oh sh*t wait $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc"
X Link 2025-10-05T21:13Z [----] followers, 40.3K engagements
"$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in [----] portfolio also reflecting a 40x revenue multiple. IREN has a 3GW portfolio with probably a north of 5GW development pipeline. There is definitely a case to be made that IREN after this runup is still significantly valued below MNAV based on this transaction and a [---] PEG from my earlier post. Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"
X Link 2025-10-05T21:59Z [----] followers, 85.7K engagements
"$ASTS This is why @PalmerLuckey is an AST investor. ATAK commectivity in GPS denied areas blue force tracking and other features are supported by AST and will supercharge EagleEye. Anduril needs AST D2D connectivity at the edge to make this work at scale. Palmer knows now you do too @CatSE___ApeX___ is a visionary in this field. His thesis is playing out as we speak. Respect Superpowers for Superheroes. Today we unveil EagleEye: the family of warfighter augments that place mission command & AI directly into the operator's helmet. https://t.co/Xrw1vxs9cY Superpowers for Superheroes. Today we"
X Link 2025-10-13T20:44Z [----] followers, 17.2K engagements
"$IREN $CRWV $NBIS The real fun part is that you don't even have to be an insider to understand this. The best analogy I can think off here is Formula [--]. CoreWeave is currently one or two laps ahead because it is entering the race earlier but it is running on worn tires with its aging Hopper fleet high interest rate capex and poor cashflow generation capability with masked by its [--] year depreciation cycle. The main current attractiviness is the 44B revenue backlog underwritten by hyperscalers but at the end of the day the Coreweave bare bones offering is the same as Nebius and Iren to a very"
X Link 2025-10-15T09:39Z [----] followers, 41K engagements
"$ASTS Dont confuse software patches for inferior tech with partnerships. If AST dips significantly tommorow I will buy (a lot) *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR *APPLE IN TALKS WITH MUSKS SPACEX TO INTEGRATE STARLINK SERVICE INTO IPHONES STARTING WITH IPHONE [--] PRO NEXT YEAR"
X Link 2025-10-26T07:24Z [----] followers, 24.6K engagements
"$ASTS BREAKING: AST SPACEMOBILE SIGNS [--] YEAR STRATEGIC PARTNERSHIP WITH SAUDI TELECOM COMPANY FOR A MINIMAL CONTRACT VALUE OF ATLEAST [---] BILLION BUT LIKELY HIGHER. How did I arrive at the figure Saudi exchange rules require disclosure for contracts that exceed 9% of STC revenues as per audited financial statements [----]. Revenue per audited financial statements for [----] is 202B USD meaning STC expects atleast [---] billion of revenue from this relationship over the next [--] years. In addition is also states: The final value is not fixed and depends on the volume of transactions where stc will"
X Link 2025-10-29T13:31Z [----] followers, [----] engagements
"$ASTS BEARS BE LIKE: AST Spacemobile will never get the appropriate spectrum and regulatory approval to execute on its vision. ABEL: Let me introduce you to my new friend in the Middle East. Crown Price Mohammed Bin Salman is the owner of PIF which owns the majority stake in MNO STC. STC is known to get PREFERENTIAL TREATMENT from Saudi Government and off course they have significant ties with governments in the region. Safe to say things are going to get done in the Middle East. When this guy approves stuff will get done. Local spectrum and favorable regulatory treatment is coming our way"
X Link 2025-10-29T13:44Z [----] followers, 13.3K engagements
"$ASTS It turned out that Ligado was the catalyst that shook up this entire industry. Only SpaceX was paying attention and bought Echostar spectrum for 17B. Then it became undeniable that spectrum is findings its way to companies who can put it more efficiently to use (@CatSE___ApeX___ thesis) I do think SpaceX is uniquely positioned to acquire Globalstar since they are probably the only player that could handle an Apple fixed volume contract and still generate significant value from the spectrum since their constellation will have a very significant capacity ramp. In addition to the unique"
X Link 2025-10-31T08:09Z [----] followers, 18K engagements
"$ASTS $PLTR Over the years I have owned and continue to a lot of high quality companies for some part of their journey like $SHOP $RKLB $CRWD $IREN and $AUR. You can make an amazing return on holding these very high quality names especially since at their early stages these can almost trade like distressed assets. At the same time I noticed that a couple of years ago that even though I invested in a lot of very high quality names at the same time I significantly missed out companies are tier above that like $TSLA $NVDA $ASML (S-tier) Peter Thiel's framework and book is a great way to make a"
X Link 2025-11-03T08:16Z [----] followers, 39.2K engagements
"$IREN Who would have thought that the Microsoft deal would be such a good filtering mechanism for my X feed. The number of flawed analysis also from people I assigned some level of credibility with larger accounts is staggering. Now I am not going to claim I can do an extremely accurate calculation myself but what I can do is use common sense. In addition I did my homework on Dan Will and recently Anthony and these guys have a collective 65+ years on doing infrastructure deals and have more experience in how to structure and finance these deals then any other Neocloud in business. The chances"
X Link 2025-11-04T08:38Z [----] followers, 29.4K engagements
"$ASTS $RKLB What makes this even more interesting is that Cantors main analyst that covers AST is Colin Canfield. Colin was Rocket Labs IR manager for more then a year until April [----]. Clearly he had an inside look on vertical integration with launch and he still thinks that AST will be massive. Follow the signs 😉 $ASTS: 🚨CANTOR FITZGERALD EQUITY RESEACH UPGRADES AST SPACEMOBILE PRICE TARGET TO $80 FROM $30 REITERATES OVERWEIGHT RATING 3Q25 Earnings Preview; We Think AST May Have Just Won IRIS Price Target to $80 Cantors Take We are updating our estimates and raising our"
X Link 2025-11-08T10:26Z [----] followers, 19.2K engagements
"$ASTS Mic drop moment for SatCo. 🤯 Twenty-one of the twenty-five top operators in Europe have basically committed or are expected to be part of the network and the constellation that we are building as part of our constellation but with certain features for the European MNOs. Hello IRIS2 [---]. With such mass adoption EU has no choice to fund and provide spectrum"
X Link 2025-11-11T01:19Z [----] followers, 13.8K engagements
"@nextbigfuture Deutsche Telekom (parent T-Mobile) expects those satellites in 2028/2029 but somehow we have to take it from a random X account that it will be 2026😂 That said zero worries about AST's ability to compete with Starlink"
X Link 2026-01-26T11:04Z [----] followers, [----] engagements
"$RKLB I really recommend every Rocket Lab investor watch @payloadspace interview with @LionnetPierre. In this hour he basically teaches you space economics [---] and let's you understand the finance / business model side of space companies. This is the understanding a lot of people on X lack especially space fans. For me this was a major validation for my Rocket Lab business model and not in the traditional sense. You see Pierre is not all that bullish on the growth of the commercial space economy. He calls SpaceX and Starlink an unique anomaly in an otherwise flat growth industry. Many"
X Link 2024-07-10T13:00Z [----] followers, 10.2K engagements
"$ASTS I had to recheck a couple of times but basically Palmer Luckey (CEO of Anduril) is an investor in AST Spacemobile 👀 Anduril is the hottest private company in defense tech right now. Can we expect a potential partnership in the future @PalmerLuckey @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST"
X Link 2025-02-10T08:11Z [----] followers, 13.6K engagements
"$ASTS The big boss has revised down the number of satellites needed to break even (previously [--] instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do: Build [--] satellites Launch them via New Glenn (2x) or Falcon [--] (4x) probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon [--] (4 birds per flight) launches before end of [----] MNO's will handle the go live and deployment model to their hundreds of millions of subscribers How realistic is this before end of [----] Based the Q3 [----] earnings call I"
X Link 2025-02-12T16:28Z [----] followers, 26K engagements
"$ASTS I have been following the company for over two years and have been an investor since mid [----] but I have never seen this many tailwinds all trending in the same direction. Still company execution is most important but strong tailwinds due to regulatory competition and other events can accelerate the company's trajectory significantly. 1) First on the regulatory side we have the FCC led by Brendan Carr cut red tape and significantly speed up the regulatory approval process. Still props to Rosenworcel for creating SCS regulation but now regulatory approvals are definitely accelerated"
X Link 2025-02-28T15:09Z [----] followers, 19.1K engagements
"$RKLB BREAKING: Rocket Lab is onboarded in Space Force NSSL Phase [--] Lane [--]. Lane [--] is a billions of dollars most important US Military program where on ramped launch vehicle companies compete for high value national security launches. Rocket Lab can be assigned missions after a first succesful launch of Neutron. (now it has contractor status but cant bid yet) Very significant milestone from the company Potential commercial launch customers might now also be more willing to sign launch deals with the Space Force stamp of approval. This also means Space Force thinks there is a reasonable path"
X Link 2025-03-27T21:39Z [----] followers, 14.9K engagements
"$ASTS If only there were signs for the Golden dome thesis: 1) @CatSE___ApeX___ brilliant's research on Bluebird capabilities in term of missile defense detection and probable L3Harris partnership longer term. Bluebirds have the largest phased arrays in orbit dialed to communicate to one of the lowest power electronic signals of all: the (unmodified) mobile phone and it does not need a new chipset to work. None of the D2D competition can do this and their tech is atleast 3-5 years behind. From this I derive that these are probably the most advanced sensitive commercial phased arrays in orbit."
X Link 2025-04-24T13:35Z [----] followers, 31.6K engagements
"$ASTS Savage Completely outmaneuvered SpaceX's regulatory department with this and the Carr + Cruz visit. Speculation: Will the SpaceX informal objection filing be hung in the toilets at Midland for laughter while taking a piss Enjoy seeing SpaceX try but they will not be able to delay AST Spacemobile's regulatory rollout because direct to device is crucial for national defense according to FCC Chairmen Brendan Carr and he is going to do everything in his power to make sure the technology leader in this space succeeds in order to secure world dominance in this field. Think about: Carr knows"
X Link 2025-04-28T12:56Z [----] followers, 13.5K engagements
"$RKLB Really happy with this acquisition. Bought 1K shares in AH. This finally positions Rocket Lab really well to compete for major DOD programs like Golden Dome and SDA Tracking layer. They really needed this and with the significant PR involved including a call they want to make their ambitions known to the government customer. Combined with Mynaric this is Rocket Lab doubling down as a US space defense contractor. Will doing a bigger write-up of all the implications later. For those wondering about is this the Payload I would dub this the DOD payload the commercial satcom payload will be"
X Link 2025-05-27T21:03Z [----] followers, 15.6K engagements
"$RKLB As you know I have been a critical shareholder as of end of [----] and people have been giving me a hard time for it. In the end I guess both the uber bulls and I were right either in its own way. They were correct that SPB would deliver everything for them and I was correct that the company still missed very significant pieces of the puzzle in order to have a really compelling offering both commercially and for government. With the recent moves they have now closed the gap in their offering on the government side. As I said before Rocket Lab is doubling down as a US defense prime"
X Link 2025-05-27T22:08Z [----] followers, 15.9K engagements
"$ASTS What many retail and institutional investors don't know is that AST Spacemobile Ligado SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering in the years to come. Where are they fighting over Spectrum not just any spectrum low band spectrum which is as a said before really scarse in the US since it is also the ideal spectrum used by carriers like AT&T Verizon and T-Mobile. Carriers don't have a lot of spectrum sitting in a virtual warehouse so SpaceX and"
X Link 2025-05-29T12:38Z [----] followers, 30.6K engagements
"@Deeteem1 She is beautiful wonderful girl. You are one lucky uncle but you are going down a dark place here on X. Probably some real life reflection / therapy needed here"
X Link 2025-07-13T09:58Z [----] followers, 15.5K engagements
"$NBIS Thanks Manuel This is still one of the most undervalued companies in its cohort $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe"
X Link 2025-08-11T14:08Z [----] followers, 31.9K engagements
"$ASTS BREAKING: Block [--] went on an ozempic treatment 3-4 per launch just went to 6-8 per launch. Abel just said 6-8 satellites per launch which is double from expectations. If that is true for Falcon [--] vehicle (NG cannot launch every [--] days) then this stock is going places very soon. Update: He said it 3x already during the call"
X Link 2025-08-11T21:55Z [----] followers, 12.5K engagements
"$ASTS I genuinely believe this is the calm before the storm. Low 40$ is a great buying opportunity. NFA. Catalyst season is upon us BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of production targeting to complete all phased arrays this month. We are on track to https://t.co/vcYyzg0CAT BlueBird [--] is fully assembled and final tests are being completed imminently to be ready for shipment 🚀🚀🚀🚀🚀🚀 BlueBirds [--] [--] [--] [--] [--] [--] [--] [--] [--] and [--] are in various stages of"
X Link 2025-09-04T20:29Z [----] followers, 14.6K engagements
"$ASTS Everyone is talking about the AI engine but I don't feel everyone understood what management is trying to say via their curated retail Q&As. This AI engine is very important for streamlined operations and as spectrum multiplier but this is not an unique feature of AST. Starlink probably has competitive capabilities in the area. Instead the point management tried to make is that they are not short for spectrum and that by leveraging this AI engine they can multiply spectrum to a point of abudance. Hence I believe on purpose AST management is using this AI engine vehicle to tell the"
X Link 2025-11-11T10:30Z [----] followers, 12.4K engagements
"$RKLB I love the Rocket Lab community but 80% of the posts are Rocket Lab is awesome SPB is a god we go to the moon etc. What I would like is more thoughtful value adding contributions so let me add one: Rocket Lab's gross margins for space systems are 37%. York space systems is a big competitor for SDA work in the Transport Layer recently filed an S1 for an IPO but that gave an insight into their financials which is primarly built on 4+ SDA awards. These guys are sporting a 19% gross margin versus 37% for Rocket Lab. This means Rocket Lab has roughly double the GM compared to York competing"
X Link 2025-11-28T14:00Z [----] followers, 26.6K engagements
"$RKLB This is also a question I have in my mind for a while. Why announce a product without a customer and/or why does it take that long to sign a customer Over the months come around to the idea that Flatellite is primarly a third party offering (not a space app) and that Rocket Lab for over a year has been pushing the product heavy via business development with as far zero contracts for it. Interestingly what is happening now was already predicted by myself a while ago. The biggest problem for Flatellite is not the product offering but the customer set. As I said before the problem is that"
X Link 2025-12-22T08:38Z [----] followers, [----] engagements
"$IREN So Blackrock just paid 40B for a datacenter company with a 5GW in [----] portfolio also reflecting a 40x revenue multiple. IREN has a 3GW portfolio with probably a north of 5GW development pipeline. There is definitely a case to be made that IREN after this runup is still significantly valued below MNAV based on this transaction and a [---] PEG from my earlier post. Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity https://t.co/fAqsQCwDSw"
X Link 2025-10-05T21:59Z [----] followers, 85.7K engagements
"Blackrock just paid 40x revenue to buy a 5GW (under construction) Data Center capacity"
X Link 2025-10-05T09:39Z 135.9K followers, 473.8K engagements
"$RKLB Let me make a prediction which I will revisit in [----]. The marketing departments of aspirational launchers and the space crowd makes you believe Rocket Lab is in a race to the pad with Firefly Stoke and Relativity Space by constantly pumping out engine testing videos. The general consensus is that Rocket Lab is slightly behind. In practice let me tell you how this will end up: Rocket Lab's tech demo Neutron will launch end of [----] or Q1 [----] in order to qualify for NSSL with the first customer launch in as well [----]. Firefly's own MLV Relativity Space and Stoke Space will all be delayed"
X Link 2024-07-12T12:59Z [----] followers, 51.6K engagements
"$ASTS Like I said many times before investing in AST Spacemobile requires a paradigm shift of thinking that not many can grasp. Not being able to understand the paradigm prevented me from buying when it was dirt cheap around $4-$10 range instead having a full position now around the $17-$18 range. Being an investor in Tesla (retirement account) myself and a big fan of the "CEO Elon Musk" not necessarily the man himself having read Walter Isaacson's biography and a bunch of other books it is very hard to imagine someone can outsmart Elon Musk in business. He is hands down the best businessman"
X Link 2024-08-29T14:39Z [----] followers, 72.1K engagements
"$NBIS $IREN Sold my remaining Nebius position and poured it all into $IREN. Still very bullish on $NBIS and I still support what I said before. I just see a higher (near term ROI (not market cap) on $IREN. NFA"
X Link 2025-08-26T10:40Z [----] followers, 53.7K engagements
"$RKLB Insane capital efficiency in developing Neutron Rocket Development Costs by Vehicle: Payload Research - Payload https://t.co/UVEKybocpq Rocket Development Costs by Vehicle: Payload Research - Payload https://t.co/UVEKybocpq"
X Link 2024-08-07T22:29Z [----] followers, 28.6K engagements
"Rocket Development Costs by Vehicle: Payload Research - Payload https://payloadspace.com/rocket-development-costs-by-vehicle-payload-research/ https://payloadspace.com/rocket-development-costs-by-vehicle-payload-research/"
X Link 2024-08-07T18:56Z [----] followers, 33.9K engagements
"$RKLB If you want to invest in a deep tech hardware company like Rocket Lab the first rule for me is that the CEO needs to be an engineer especially in the space industry. If you want to turn your investment in 50x which is by definition outrageous. You are also going to need a CEO who is a one in a billion engineer 😉 Why Every deep tech hardware company is going to have to make very important irreversible hardware decisions that can determine the faith of the company. In addition getting key projects accross the line are crucial for the companies future and process power. Sir Peter Beck by"
X Link 2024-10-29T16:23Z [----] followers, 19K engagements
"$IREN Stock is completely overvalued right Oh sh*t wait $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc $IREN Hi Fam Maybe Worth A Look 😘 https://t.co/nhPvxUQWGc"
X Link 2025-10-05T21:13Z [----] followers, 40.3K engagements
"$IREN Hi Fam Maybe Worth A Look 😘"
X Link 2025-10-05T19:55Z 18.1K followers, 120.8K engagements
"$ASTS I have been following the company for over two years and have been an investor since mid [----] but I have never seen this many tailwinds all trending in the same direction. Still company execution is most important but strong tailwinds due to regulatory competition and other events can accelerate the company's trajectory significantly. 1) First on the regulatory side we have the FCC led by Brendan Carr cut red tape and significantly speed up the regulatory approval process. Still props to Rosenworcel for creating SCS regulation but now regulatory approvals are definitely accelerated"
X Link 2025-02-28T15:09Z [----] followers, 19.1K engagements
"$ASTS This is probably the time to buy if you dont have any shares yet in my view. Thesis has never been more derisked. Sure based on [----] revenue it is frothy but you can buy a megacap in [--] years for 20B today in my opinion. To recap: Sales model: Benioffs wet dream with access to 3B phones frictionless. 50/50 rev share sold by juggernauts Tech: [--] Year lead on SpaceX 5-10 year lead on everyone else. Huge patent and patent pending claims portfolio [----] Business model: Duopoly in key markets for the most important segments with smaller niche players fighting for scraps. Everyone besides SpaceX"
X Link 2025-10-01T22:53Z [----] followers, 25.3K engagements
"$IREN $NBIS Glad you asked Before I start I wanted to say that both of these are amazing companies and I think Nebius will do really well in the AI infra boom and that you can't really go wrong on owning either. Nebius's obvious strength is its Yandex roots. Essentially half of top management came from Yandex and 700-1000 employees with deep tech expertise plus an AI research team. That's powerful and that ensures that Nebius has a enterprise grade software stack software services experience in running enterprise grade datacenters and they have some proprietary tech that ensure they can run"
X Link 2025-08-26T23:55Z [----] followers, 75.8K engagements
"Can you tell me one competitive advantage they have over Nebius Or just one thing in general they are better at Haven't found anything yet. Nebius seems superior from every single angle. Don't say capacity because Nebius has more than enough capacity to 5x and enough assets to 20x"
X Link 2025-08-26T10:48Z 13.3K followers, 50.8K engagements
"$ASTS I cannot overestimate how freaking huge news this is This is the perfect solution with perfect timing with the right tech. I am convinced that with this arrangement we just locked in the largest part of Europe. This Vodafone x AST Spacemobile Satco venture has so many implications: If I intepretate it correctly Vodafone just flipped it's exclusive home market deal (meaning AST cannot sell to other MNO's in Vodafone home markets) in a exclusive Satco venture ready to serve ALL MNO's in Europe. This just significant expanded TAM in Europe and is also the right thing to do (also legally"
X Link 2025-03-03T09:33Z [----] followers, 25.7K engagements
"Vodafone and AST SpaceMobile sign agreement to create direct-to-device satellite service provider http://bit.ly/4hZitIZ http://bit.ly/4hZitIZ"
X Link 2025-03-03T06:20Z 50.8K followers, 174.5K engagements
"$ASTS Over the past week I have redone a lot of my DD on the name in light of recent developments and it only reaffirmed my conviction. FinX and less sophisticated institutional investors are chasing shiny objects in the space economy. While tempting now all these names will be weighted in terms of revenue margin and FCF growth in due time and adjusted to their real (lower) potential. Ironically the market leader in the most promising up and coming space vertical is significantly sold off and can be bought for 14B. Buy before the Street learns how the space economy really works and corrects"
X Link 2025-09-13T23:17Z [----] followers, 17.8K engagements
"$ASTS $RKLB Unexpected 😁 Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://t.co/tf7dciNX4y"
X Link 2025-06-07T18:53Z [----] followers, 19.1K engagements
"Exclusive: Officials at NASA and the Pentagon are urging SpaceX competitors to quickly develop alternative rockets and spacecraft after President Trump threatened to cancel Space Xs contracts and Elon Musks defiant response. https://wapo.st/459R4At https://wapo.st/459R4At"
X Link 2025-06-07T17:35Z 19.3M followers, 681.5K engagements
"$ASTS The big boss has revised down the number of satellites needed to break even (previously [--] instead of 25). This has some profound implications on when the company will get to cashflow breakeven. Basically all it now has to do: Build [--] satellites Launch them via New Glenn (2x) or Falcon [--] (4x) probably a combo of 1x New Glenn (8 birds per flight) launch and 2x Falcon [--] (4 birds per flight) launches before end of [----] MNO's will handle the go live and deployment model to their hundreds of millions of subscribers How realistic is this before end of [----] Based the Q3 [----] earnings call I"
X Link 2025-02-12T16:28Z [----] followers, 26K engagements
"$ASTS "A fleet of [--] satellites should be enough to get AST to break-even cash flow" -Scott Wisniewski"
X Link 2025-02-12T13:13Z 45.4K followers, 69.6K engagements
"$RKLB In this thread I will recap the Q3 [----] investor update including my thoughts. The screamer headline for this quarter was the signing of the first Neutron customer for two launches at the $50 million sticker price which me and the analysts did not expect in [----]. This is a very significant milestone not in amount but more importantly it what this signals to other potential customers and the Space Force. To quickly recap the financials before we more into some business highlights I want to spend more time on. 1) The company reported a 55% year-on-year increase in revenue reaching $105"
X Link 2024-11-13T22:13Z [----] followers, 21.2K engagements
"$ASTS For me personally this is the greatest opportunity in the market at the 6-7b price point. I encourage everyone to do a deep dive into their brilliant wholesale business model 50% revenue sharing. This business model is a SAAS founder / Sillicon Valley company wet dream. Imagine that you get access to push your products FRICTIONLESS to almost [--] billion phones via already existing matured MNO go to market playbooks LOCALIZED for every country you are selling too. Everyone can do a napkin calculation that if you take a couple percentage points of [--] billion phones account for 50% and make"
X Link 2024-11-28T10:07Z [----] followers, 27.8K engagements
"$IREN $NBIS $CRWV My prediction is that long term both Nebius but more importantly $IREN are going to blow up CoreWeaves business model when they reach scale. Nebius offers more competitive pricing then Coreweave for B200s as shown in this example but provides better software add ons partially free. The dark horse of this industry is going to be $IREN who based on recent earnings call data is setting B200 pricing at least 20-30% cheaper then Nebius. $IREN is taking a Jeff Bezos approach to pricing to the point where they are going to drive many inefficient players out of business in the"
X Link 2025-08-30T15:35Z [----] followers, 40K engagements
"🚨 $NBIS just published its pricing for NVIDIA B200 GPUs: $5.50/hour. Meanwhile AWS GCP and $CRWV also offer B200s but at much higher rates: AWS: $14+/hour GCP: $12+/hour $CRWV: $8.60/hour This is the power of vertical integration delivering the best performance per dollar. Those arent my words thats what $NBIS' customers have been saying"
X Link 2025-07-13T13:55Z 84.8K followers, 236.8K engagements
"$NBIS Thanks Manuel This is still one of the most undervalued companies in its cohort $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe $NBIS just reached a brand-new all-time high. 🔥 BOOM. https://t.co/6JO5JBxOEe"
X Link 2025-08-11T14:08Z [----] followers, 31.9K engagements
"$NBIS just reached a brand-new all-time high. 🔥 BOOM"
X Link 2025-08-11T13:45Z 84.8K followers, 82.6K engagements
"$ASTS With all short thesis articles / bears opinions read so far none impressed me. However it is always important that you don't just fall in love with your investment and ignore red flags especially since this is a very large percentage of my portfolio. The next best thing you could do is to evaluate past failed efforts. where the bears were apparantly right in the end. Then you have to ask yourself the very important question: "Is this time really different" John Bloom's Eccentric orbits the Iridium story for me was instrumental in gathering the necessary knowledge to evaluate this but to"
X Link 2025-01-20T10:00Z [----] followers, 27.9K engagements
"$ASTS The market and Wall Street can not yet comprehend the scale of this business and strength of the wholesale business model with MNOs. AST Spacemobile needs 45-60 bluebirds to fill continuous coverage in the US Europe and Japan. They already signed up in DEFINITIVE agreements: - ATT (116 million) - Vodaphone (98 million in EU and [---] million in Africa (this even excludes Vodaphone partner market carriers. See overview: (ex Altice is the 2nd MNO in France) Other very large MNOs where in the latitude where they have an agreement with are: Verizon Orange Rakuten Bell Canada Firstnet"
X Link 2025-01-11T17:48Z [----] followers, 63.5K engagements
"ChatGPT reached 100M users in [--] months. The internet took [--] years to reach the same milestone. This acceleration isn't just about adoption - it's about wealth creation potential. But the real opportunity isn't in any single technology"
X Link 2025-01-10T17:05Z 26.9K followers, 41.7K engagements
"$ASTS Everyone is talking about the AI engine but I don't feel everyone understood what management is trying to say via their curated retail Q&As. This AI engine is very important for streamlined operations and as spectrum multiplier but this is not an unique feature of AST. Starlink probably has competitive capabilities in the area. Instead the point management tried to make is that they are not short for spectrum and that by leveraging this AI engine they can multiply spectrum to a point of abudance. Hence I believe on purpose AST management is using this AI engine vehicle to tell the"
X Link 2025-11-11T10:30Z [----] followers, 12.4K engagements
"$ASTS The most interesting thing was for me was not the equipment financing but this sentence: "while concluding the second quarter with over $900.0 million in cash cash equivalents and restricted cash." If we recap the cash position: - Q1 reported cash balance: $874.5 million - $500 million ATM: Tapped significantly as evidenced with the filing from [--] June speculation but probably between $350-$400 million end of Q. CAPEX Guide: CFO "We do expect an increase in CapEx in Q2 to a range we believe will be between $230 million to $270 million to primarily reflect the timing of payments on"
X Link 2025-07-03T15:04Z [----] followers, 21.7K engagements
"$ASTS: 🚨 AST SPACEMOBILE SECURES ADDITIONAL $100M OF LIQUIDITY FROM NON-DILUTIVE EQUIPMENT FINANCING ENDING Q2 WITH OVER $900M OF CASH This new non-dilutive financing enables AST SpaceMobile to continue its strong momentum executing against its accelerated operational plans said Andrew Johnson Chief Financial Officer of AST SpaceMobile. This facility is the first such type of financing agreement for the company and reflects our stage of rapid growth and transition from Research & Development to full-scale manufacturing and network deployment. This non-dilutive financing provides an"
X Link 2025-07-03T11:44Z 43.8K followers, 42.6K engagements
"$IREN Who would have thought that the Microsoft deal would be such a good filtering mechanism for my X feed. The number of flawed analysis also from people I assigned some level of credibility with larger accounts is staggering. Now I am not going to claim I can do an extremely accurate calculation myself but what I can do is use common sense. In addition I did my homework on Dan Will and recently Anthony and these guys have a collective 65+ years on doing infrastructure deals and have more experience in how to structure and finance these deals then any other Neocloud in business. The chances"
X Link 2025-11-04T08:38Z [----] followers, 29.4K engagements
"$ASTS Firstnet fiscal year ends in september. This investment is included in current year budget so I expect the deal to be wrapped up before fiscal year end which is just a few months away from now. $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys https://t.co/TkIquUlvxF $ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/"
X Link 2025-07-09T19:20Z [----] followers, 25K engagements
"$ASTS: 🚨FIRSTNET AUTHORITY PLANS TO INVEST MONEY INTO SATELLITE DIRECT-TO-DEVICE TECHNOLOGY IN COOPERATION W/ AT&T AND AST SPACEMOBILE. FIRSTNET IS IN THE "FINAL STAGES" OF WORK TO MAKE SUCH AN INVESTMENT. Brian Hobson senior director of the FirstNet Authoritys roadmap-development division said satellite-direct-to-device service was envisioned to be part of the NPSBN-enhancement plan approved by the FirstNet Authority board early last year but the functionality could be available sooner than expected initially. In fact the FirstNet Authority is in the final stages of work to make such an"
X Link 2025-07-09T19:03Z 43.8K followers, 91.8K engagements
"$RKLB Let me take another turn at this one just to show you how dumb this comment is. For Rocket Lab investors this post is probably a good bookmark for future reference. Material misstatements in figures always piss off auditors (comes with the job)😉 As an auditor I review public company financial statements. These financial statements are prepared in Rocket Lab's case based on US GAAP. Adjacent to US GAAP figures companies also provide NON GAAP disclosures for informative purposes. Formally these are not audited but auditors sanity check them anyway. Since Adam and Pete are CEO and CFO of"
X Link 2024-12-04T12:05Z [----] followers, 40.1K engagements
"The moment SpaceX's Starship works (fully reusable) Rocket Lab is finished since: @RocketLab [--]. A massive Starship launch with 100x payload costs less than a puny RL launch. Makes RL's launcher completely redundant. [--]. SS's massive reduction in cost leads to a different kind of payload design: satellites won't be designed anymore for absolute lowest weight using only costly and exotic alloys to take every gram off but with more mundane (cheaper) and heavier materials making satellites a lot cheaper and last longer (largely due to more onboard fuel for course correction and redundant systems)."
X Link 2024-12-03T21:40Z 56.7K followers, 68.9K engagements
"$IREN Dan mentioned that they can 3x their GPUs ordered in a very short term. Meaning they can fill out Canada completely on a record pace. Once all are installed and running you are looking at probably 2B ARR. Then they are going to fill the Horizon [--] and [--] for themselves and scale Childress for AI Cloud from there. This will all happen in [----] in combination with one or two IAAS deals for Sweetwater which will be bigger then in size then Nebius Microsoft deal (300 MW vs [---] GW) End of [----] this will be a 50B company. Mark it. Not based on hype but simply keeping up with fundamentals. So"
X Link 2025-10-03T09:48Z [----] followers, 22.7K engagements
"Were living through the Fourth Industrial Revolution. Every past industrial revolution was defined by factories and the workers inside them. This time its different. Inside these new AI factories the workers arent people on assembly lines theyre GPUs clustered together never clocking off never tiring able to scale to millions. At $IREN were building AI factories across North America leveraging our power data centers and GPUs to meet the accelerating demand for compute. As @danroberts0101 explains on @theCUBE $IREN is scaling with speed and efficiency and the potential ahead is enormous. Full"
X Link 2025-10-03T03:31Z 56.1K followers, 228K engagements
"$ASTS People don't yet fully comprehend the magnitude of this deal. The market is sleeping on this entirely. Essentially the incremental value of [--] year+ lease rights to Ligado Network's spectrum when ASTS puts this MSS in use are larger then the entire market cap of the current stock. But this is only the beginning Why did Ligado Networks agree to lease this spectrum significantly below the theoretical market value (up to [--] billion) The best analogy for this is a goldmine. Imagine that Ligado Networks has the rights to the land where significant values of gold were identified in the soil."
X Link 2025-01-13T11:05Z [----] followers, 23.4K engagements
"📡$ASTS Gets Its Own Spectrum https://feeds.issuerdirect.com/news-release.htmlnewsid=6159593683706351 https://feeds.issuerdirect.com/news-release.htmlnewsid=6159593683706351"
X Link 2025-01-13T05:10Z 14.7K followers, 22.5K engagements
"$ASTS BEARS BE LIKE: AST Spacemobile will never get the appropriate spectrum and regulatory approval to execute on its vision. ABEL: Let me introduce you to my new friend in the Middle East. Crown Price Mohammed Bin Salman is the owner of PIF which owns the majority stake in MNO STC. STC is known to get PREFERENTIAL TREATMENT from Saudi Government and off course they have significant ties with governments in the region. Safe to say things are going to get done in the Middle East. When this guy approves stuff will get done. Local spectrum and favorable regulatory treatment is coming our way"
X Link 2025-10-29T13:44Z [----] followers, 13.3K engagements
"$NBIS This was a masterclass in AI Infrastructure strategy from @romanchernin. Forget the bitcoin miners turning AI. These guys are [--] levels above that. This is AWS for AI on steroids if executed properly. These guys are going way beyond a GPU rental business. Will do a bigger write-up soon and will expand my position even further. If you have a mental blockade that this is just GPU renting then I encourage you to watch this interview. You will thank me in a few years. This company has megacap potential long-term. 📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business"
X Link 2025-08-20T00:44Z [----] followers, 29K engagements
"📽 Here's my FULL INTERVIEW with Roman Chernin Co-Founder and Chief Business Officer of $NBIS. It was a pleasure to chat with Roman about both AI infrastructure as a whole and what differentiates Nebius' approach as well as how the company plans to build a sustainable business model over the long term. Once again I want to thank the entire team for making this happen as well as my audience for all your support throughout my journey. Without you none of this would have been possible. I sincerely hope you enjoy watching this interview as much as I loved recording it. Also available on YouTube."
X Link 2025-08-19T20:30Z 84.8K followers, 620.2K engagements
"$ASTS What many retail and institutional investors don't know is that AST Spacemobile Ligado SpaceX and Echostar are currently in regulatory battles (Echostar v SpaceX) or bankruptcy court cases (AST v Ligado with Inmarsat) that will determine the quality of the US D2D offering in the years to come. Where are they fighting over Spectrum not just any spectrum low band spectrum which is as a said before really scarse in the US since it is also the ideal spectrum used by carriers like AT&T Verizon and T-Mobile. Carriers don't have a lot of spectrum sitting in a virtual warehouse so SpaceX and"
X Link 2025-05-29T12:38Z [----] followers, 30.6K engagements
"2025 decision points for space investors to monitor: MayJun: SB 25-173 comments close AWS-4 sharing [--] Jun: EchoStar [--] % build milestone miss triggers penalties. Q4'25: DoD verdict on Ligado L-band + FCC SCS licence window. For SpaceX high-band broadband is already won; low-band DTC turns on these rulings. Full analysis at Mach33 (link in bio)"
X Link 2025-05-20T16:00Z [----] followers, 27K engagements
"$RKLB The stock is in what I call in the boring middle. [----] was always going to be an investment year for the company. Dont get shaken out of your position. The good things are coming in [----] and beyond. Key catalysts for me: Neutron first launch SDA Tracking Layer award and NSSL contract award after first launch. Cashflow from these contracts will allow the company to double down on space applications and acquire the missing pieces: software defined RF payloads and maybe D2D chips (can also be procured from Satixfy)"
X Link 2025-06-14T07:49Z [----] followers, 37.4K engagements
"$ASTS AST SPACEMOBILE BUSTED: "WORKS WITH ALL PHONES" CLAIM SHATTERED AS SHORTS UNCOVER THAT THE SERVICE CANNOT CONNECT WITH THE PEPPA PIG PP06 & FISHER-PRICE ROTARY PHONE. MANAGEMENT BLAMES DEVICE MANUFACTURERS. DEVICE MANUFACTURERS DECLINE TO COMMENT. TMF ANALYST SAYS TOTAL PR DISASTER LEAVING THIS YOUNG GROUP OF CUSTOMERS WITHOUT SATELLITE CONNECTIVITY ON THEIR FAVORITE PHONES. STOCK DOWN 2% IN PREMARKET. Always fun to add to the panic on the red days 😉"
X Link 2025-03-20T10:22Z [----] followers, 11.4K engagements
"$RKLB Personally I am conflicted about this Citi price target. Super excited to see the stock run up so much and analysts playing catchup to justify price action. On the other hand if Citi needs to extent its valuation methodology to look at [----] revenue instead of [----] in combination with [--] Neutron launches required in [----] and a $2.6 billion of revenue you are slowly getting to the point where things are starting to get priced in and valuations getting stretchy Rocket Lab is already not cheap if you check [----] Bloomberg estimates. If I extrapolate Q1 [----] revenue of $123 I expect us to"
X Link 2025-07-15T14:59Z [----] followers, 30.4K engagements
"CITI RAISES $RKLB PT TO $50 -- SEES NEUTRON GENERATING $2.6B REVENUE BY [----] ON [--] ANNUAL LAUNCHES"
X Link 2025-07-14T13:26Z 347.7K followers, 156.8K engagements
"$RKLB Hotfire 🔥🔥🔥 Archimedes has been breathing fire Started at low power and now cranking it up. https://t.co/mPUlezBYRF Archimedes has been breathing fire Started at low power and now cranking it up. https://t.co/mPUlezBYRF"
X Link 2024-08-06T09:49Z [----] followers, [----] engagements
"Archimedes has been breathing fire Started at low power and now cranking it up"
X Link 2024-08-06T09:29Z 263.4K followers, 275.8K engagements
"$ASTS Something I never did before but I bought [--] call options for [--] January [----] on AST Spacemobile with a strike price of $30 if accounting for the premium paid I run break even at $40. Todays price is just to a too big of a gift to pass and now the call options give me the ability to exercise relatively cheap shares until late [----] / beginning [----]. Very confident in Abel Scott the technology regulatory and the ability to execute and although I cannot currently quantify it yet my gut tells me the D2D opportunity for ASTS will be a lot larger then current projections just like previously"
X Link 2024-12-30T17:31Z [----] followers, 35.1K engagements
"$ASTS If only there were signs for the Golden dome thesis: 1) @CatSE___ApeX___ brilliant's research on Bluebird capabilities in term of missile defense detection and probable L3Harris partnership longer term. Bluebirds have the largest phased arrays in orbit dialed to communicate to one of the lowest power electronic signals of all: the (unmodified) mobile phone and it does not need a new chipset to work. None of the D2D competition can do this and their tech is atleast 3-5 years behind. From this I derive that these are probably the most advanced sensitive commercial phased arrays in orbit."
X Link 2025-04-24T13:35Z [----] followers, 31.6K engagements
"$ASTS My mantra is always that if want to make outsized returns as retail you have to understand developments before they are announced or understood by institutions and/or analysts especially for key catalysts. The only way to do that is to combine seperate sources nuggets and logical thinking into a comprehensive overall view or thesis before anyone else does it. The consumer and first responder thesis has been well publicized and incorporated in analyst models. In fact the entire company's market cap is based on a (certain %) of probability that the consumer and first responder thesis of"
X Link 2025-04-24T11:16Z [----] followers, 27.6K engagements
"$ASTS BREAKING: Block [--] went on an ozempic treatment 3-4 per launch just went to 6-8 per launch. Abel just said 6-8 satellites per launch which is double from expectations. If that is true for Falcon [--] vehicle (NG cannot launch every [--] days) then this stock is going places very soon. Update: He said it 3x already during the call"
X Link 2025-08-11T21:55Z [----] followers, 12.5K engagements
"$RKLB The coming Q will be really interesting because likely Rocket Lab is not on track for the guided 15-18 Electron launches per year. New bulls who dont fully understand the company and traders could sell the stock based on missed guidance headlines. That may or may not come with an interesting opportunity to add on the dip for the OGs. The OGs (everyone who was in for the runup) know Electron is largely irrelevant at this point for the overall thesis due to its small niche market and [--] million ASP. Electron major business learnings were instrumental in the development of Neutron and will"
X Link 2024-10-26T15:40Z [----] followers, 20.5K engagements
"$ASTS How do you know that you company own is disruptive and a technology leader Sometimes it is simple: When your 350B competitor is paying very close attention to your less then 6B company and matching all news announcements with their own coverage in a structural pattern since the first entry announcement in [----]. It would even not surprise me in the future that a certain individual would claim he invented the space 😉 Starlink direct from satellite to cell phone Internet connection starts beta test in [--] days Starlink direct from satellite to cell phone Internet connection starts beta test"
X Link 2025-01-24T09:59Z [----] followers, 24.9K engagements
"Starlink direct from satellite to cell phone Internet connection starts beta test in [--] days STARLINKS NEXT BIG THING: CELL SERVICE FROM SPACE SpaceX is testing a game-changing Starlink upgrade: Direct-to-Cell satellites that connect mobile phones to cellular service anywhere on Eartheven in the middle of nowhere. These satellites act as cell towers in space https://t.co/mgLiODNdbM STARLINKS NEXT BIG THING: CELL SERVICE FROM SPACE SpaceX is testing a game-changing Starlink upgrade: Direct-to-Cell satellites that connect mobile phones to cellular service anywhere on Eartheven in the middle of"
X Link 2025-01-24T09:36Z 234.6M followers, 27.9M engagements
"$ASTS This launch vehicle is a game changer for deploying AST Spacemobile's bluebird constellation. They can deploy up to [--] Bluebirds in a launch in the current configuration later that can probably expand to [--] or [--]. Being a key launch partner of Blue Origin is going to significantly speed up time to market (versus other options) To talk in Wall Street's terms the chances of hitting operating free cashflow positive and the full constellation being on track just increased significantly. This should warrant an increase in stockprice today since a key launch risk / being dependent on"
X Link 2025-01-16T08:11Z [----] followers, 31.1K engagements
"$ASTS I had to recheck a couple of times but basically Palmer Luckey (CEO of Anduril) is an investor in AST Spacemobile 👀 Anduril is the hottest private company in defense tech right now. Can we expect a potential partnership in the future @PalmerLuckey @mrlubos @AST_SpaceMobile I am an investor in AST @mrlubos @AST_SpaceMobile I am an investor in AST"
X Link 2025-02-10T08:11Z [----] followers, 13.6K engagements
"@mrlubos @AST_SpaceMobile I am an investor in AST"
X Link 2025-02-10T07:05Z 628.9K followers, 406.7K engagements
"$ASTS The satcom sector is ripe for disruption. If you watch this talk especially the two panels you can see that most satcom operators & partners in the ecosystem are not prepared for what is to come. Panels talk about D2D as if it is some future technology that will commercialize over three years. On the two panels both Scott (ASTS) and David (SpaceX) point out that they are on the breaking of launching commercial service. David says also over three years nobody is going to be talking about this anymore because then it will just be an integral part of the product. Basically he says if you"
X Link 2025-03-14T10:13Z [----] followers, 25K engagements
"$RKLB Unsurprisingly Rocket Lab just announced a $750 million ATM. The surprising part is that its $250 million higher then usual. My thoughts are multiple: a) If you want to bid and win on Golden Dome projects against well capped primes it really helps if you show a cash position north of [--] billion. If you only have [---] million then US GOV has to do a way more detailed cash run rate analysis and factor in what if Neutron blows up etc. North of 1B nobody is asking cash related questions. b) SpaceX with their 17B spend on AWS-4 + H-band and to a smaller effect AST with Ligado and global"
X Link 2025-09-15T22:25Z [----] followers, 32.1K engagements
"🚨 JUST IN: $RKLB announces an ATM offering of up to $750M in common stock. Perfect timing as it just hit a new all-time high today. At current prices thats roughly 3% dilution. Honestly its quite smart to do this at this stage and $750M is almost double what $RKLB needed to develop a rocket like Neutron. I have little doubt this capital will be efficiently deployed. Thesis unchanged"
X Link 2025-09-15T20:20Z 84.8K followers, 249.5K engagements
"$RKLB My experience with Seeking Alpha articles is that you can best use them as toilet paper. The real geniuses are here on X spreading their knowledge for free and doing community based stock research. This is no exception. For full transparency purposes I sold another 10% of Rocket Lab spread over the past two weeks with now my remainder position below 5% after the market gave me opportunities which were hard to refuse. I have not made up my mind about what I should do with the remainder might try to sell at peak euphoria before Neutron first launch My rationale in a nutshell for selling"
X Link 2025-02-17T15:17Z [----] followers, 59.9K engagements
"$RKLB Why I'm Cautious On Rocket Lab Despite Its Strong Growth Story Feb. [--] [----] https://seekingalpha.com/article/4758752-why-im-cautious-on-rocket-lab-despite-its-strong-growth-story https://seekingalpha.com/article/4758752-why-im-cautious-on-rocket-lab-despite-its-strong-growth-story"
X Link 2025-02-15T22:12Z [----] followers, 76.8K engagements
"$RKLB For the careful observer Rocket Lab just changed the Neutron language from no earlier then mid [----] to second half [----]. Probably a mini delay PRed in a good way. Shared progress on Neutrons development ahead of planned debut launch of the new reusable medium-lift rocket in the second half of 2025"
X Link 2025-02-27T21:29Z [----] followers, 61.1K engagements
"$RKLB I am eternally grateful for what SPB & Adam Spice did for my portfolio results (my average was $5 and I sold most of my position in the $26-$28 range). Management team is extremely strong world class (mechanical and material engineering culture) extremely capital efficient and a great overall vision. The company made great acquisitions at great prices and has overall become a US GOV prime powerhouse especially with the GEOST tuck-in. A lot of great catalysts ahead with SDA T3 Tracking Layer awards Neutron first launch and ramp with NSSL $$$ MTO and more. As always I keep the company on"
X Link 2025-08-13T00:56Z [----] followers, 73.9K engagements
"$RKLB For shareholders this was an encouraging call with no surprises positive or negative. Company is largely on track with Neutron (still predict a Q1 [----] launch) and actively bidding on Golden Dome / NASA work. Strong catalysts ahead for launch and space systems This is the time to hold steady and be patient. 🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More"
X Link 2025-08-07T21:52Z [----] followers, 18.3K engagements
"🚨 $RKLB Q2 Earnings Report is OUT Revenue of $144M vs. $135.4M est. 🟢 GAAP EPS of $(0.13) vs. $(0.11) est. 🔴 Adj. EBITDA of $(27.6M) vs. $(31.2M) est. 🟢 Q3 Revenue guidance of $145-155M vs. $150.5M est. 🟡 Q3 Adj. EBITDA guidance of $(21-23M) vs. $(20.7M) est. 🟡 More importantly: Theres an all-out effort to get Neutron to the launch pad before the end of [----] a timeline that assumes a greenlight schedule even though some risks have yet to be retired"
X Link 2025-08-07T20:32Z 84.8K followers, 51.4K engagements
"$ASTS Let me put out a prediction for our launch cadence: Blue Origin is going to totally leave us scrambling with just one launch in [----]. Jeff and Dave are not rocket engineers and as such cannot make realistic predictions. As a result AST management is and is going to pivot hard to Falcon [--] for the initial rollout and SpaceX will happily take out cash at a premium. Falcon [--] is going to carry the rollout of the constellation for quite some time is my prediction. For anyone in call options quarterly delays due to Blue might mess up your strategy so be careful Overall shareholders will be"
X Link 2025-06-28T07:39Z [----] followers, 48.3K engagements
"$RKLB $ASTS $PLTR Now on holiday reflecting on a tumultuous year with a 49237% YTD gain on the portfolio (including a 2129% gain due FX) makes me look like Warren Buffet reincarnated 😂 Again this result is just by buying shares with some margin (never more then 20% of portfolio value) and running a very concentrated portfolio of 3-5 names. To stay humble a large part of these gains relate to an unique situation caused by the boom and bust cycle of the SPAC boom. In hindsight that created very unique opportunities that are usually reserved for private equity: Buying Palantir right after they"
X Link 2024-12-22T13:28Z [----] followers, 29.8K engagements
"$RKLB As you know I have been a critical shareholder as of end of [----] and people have been giving me a hard time for it. In the end I guess both the uber bulls and I were right either in its own way. They were correct that SPB would deliver everything for them and I was correct that the company still missed very significant pieces of the puzzle in order to have a really compelling offering both commercially and for government. With the recent moves they have now closed the gap in their offering on the government side. As I said before Rocket Lab is doubling down as a US defense prime"
X Link 2025-05-27T22:08Z [----] followers, 15.9K engagements
"$ASTS Can you imagine you are the CEO of Viasat and you are excited to share your Q4 [----] update with analysts. Then when you get to the Q&A a significant part of the questions are about what the heck competitor AST Spacemobile just did with the Ligado spectrum lease deal. My conclusion is that Wall Street has not fully grasped what is happening here but like I said before this deal if come to full fruition covers the entire current market cap of the stock. *For context Viasat bought Inmarsat who leased the spectrum to Ligado. Viasat wants that spectrum for itself which is also in indication"
X Link 2025-02-18T12:36Z [----] followers, 17K engagements
"$RKLB Really happy with this acquisition. Bought 1K shares in AH. This finally positions Rocket Lab really well to compete for major DOD programs like Golden Dome and SDA Tracking layer. They really needed this and with the significant PR involved including a call they want to make their ambitions known to the government customer. Combined with Mynaric this is Rocket Lab doubling down as a US space defense contractor. Will doing a bigger write-up of all the implications later. For those wondering about is this the Payload I would dub this the DOD payload the commercial satcom payload will be"
X Link 2025-05-27T21:03Z [----] followers, 15.6K engagements
"Launch spacecraft and now payloads. Weve signed a definitive agreement to acquire Geost a payload provider to the @DeptofDefense for U.S. national security space missions and its next-generation satellite constellations. Read the news here: https://bit.ly/4kJ8DMl https://bit.ly/4kJ8DMl"
X Link 2025-05-27T20:20Z 607.4K followers, 273.7K engagements
"$ASTS $RKLB Single best day ever in terms of % and total gains for the portfolio since I started investing more then seven years ago"
X Link 2024-08-15T19:31Z [----] followers, [----] engagements
"$IREN Significantly underestimated this company and its management team Expanded my position significantly in pre-market. $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in $IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at"
X Link 2025-08-25T12:25Z [----] followers, 28.8K engagements
"$IREN is pleased to announce an expansion of its AI Cloud business. Purchase of 4.2k NVIDIA Blackwell B200 GPUs - Initial commitment made from cash financing conversations underway - Deploying at Prince George data center - Expands AI Cloud to approximately 8.5k GPUs $102m in financing secured for prior GPU purchases - 36-month lease - 100% of the purchase price - Lease payments calculated utilizing high single digit interest rate Press Release: https://iren.gcs-web.com/static-files/beaf464c-f8a4-4d22-9bfc-a2a339199569 https://iren.gcs-web.com/static-files/beaf464c-f8a4-4d22-9bfc-a2a339199569"
X Link 2025-08-25T11:54Z 56.1K followers, 356.2K engagements
"$RKLB As promised hereby the highlights and key take aways from the Q1 [----] earnings call. Overall it was a great quarter for long term shareholders and a meh quarter for short term oriented folks with Archimedes being the star of the show. More details 👇"
X Link 2024-05-07T07:46Z [----] followers, 20.8K engagements
"$IREN $NBIS I encourage every Neocloud investor to listen to the Q&A from @danroberts0101. Dan succesfully pushed back here on the narrative that software is somehow an integral part of a Neocloud. Retail analysts and myself got too much caught up in to the software marketing fluf. Also extremely important to segment customers in terms of bare metal GPU offering versus what Nebius does. Cold hard reality is that hyper scalers frontier labs mid sized AI startups hate your software because they want to bring their own. Where software is more important is for AI start-ups and enterprise however"
X Link 2025-08-29T12:43Z [----] followers, 13.3K engagements
"$RKLB $ASTS Breaking: Rocket Lab Senior VP of business development was quoted in a Aviation week article saying they will enter the direct to device consumer market which interestingly will put both of my investments in direct competition with each other Big implications and flown under the radar till now. @daveginvesting @trypto_tran Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that"
X Link 2025-04-18T21:06Z [----] followers, 86.2K engagements
"Richard French on 5G NTN: What Flatellite provides is an elegant solution for large-aperture systems without the need for deployable antennas and so 5G non-terrestrial network is a great example of a commercial application. Thats whats exciting about that opportunity French says. This is an eminently scalable consumer application. Were seeing that a lot of the minimum viable constellations are in the [---] to 200-satellite range French says. So yeah you dont need mega constellations to address this 5G non-terrestrial networks opportunity. Also French on the Mynaric acquisition: Our intent to"
X Link 2025-04-18T20:19Z [----] followers, 48.4K engagements
"$RKLB $ASTS Many dont understand that the strategic calculus of how much to rely on SpaceX has changed for DOD brass with Elons actions. Every DOD official has now mentally printed in his head: Elon Musk is a liability. This has direct impact. SpaceX will remain a top contractor but it will be way further diversified going forward. Also Golden Dome opportunity significantly reduced. Cant have Elon turn of the nations defense shield just because he had a bad day. But Musks threat was so impulsive that it will undoubtedly rattle defense officials Harrison said who would not look favorably on"
X Link 2025-06-08T16:59Z [----] followers, 16.3K engagements
"$ASTS $RKLB $RDW: NASA Pentagon push for SpaceX alternatives amid Trumps feud with Musk - Washington Post The fight between President Donald Trump and Elon Musk highlights the governments outsize dependence on a single company for missions. NASA and Pentagon officials moved swiftly this past week to urge competitors to Elon Musks SpaceX to more quickly develop alternative rockets and spacecraft after President Donald Trump threatened to cancel Space Xs contracts and Musks defiant response. Government officials were especially stunned after Musk responded to Trump with a salvo of his own:"
X Link 2025-06-08T14:02Z 43.8K followers, 45.5K engagements
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