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# ![@deepvaluedude Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1853931776366006272.png) @deepvaluedude DVD

DVD posts on X about $asts, $pltr, bearish, $vod the most. They currently have XXX followers and XX posts still getting attention that total XXX engagements in the last XX hours.

### Engagements: XXX [#](/creator/twitter::1853931776366006272/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853931776366006272/c:line/m:interactions.svg)

- X Week XXXXXX -XX%
- X Month XXXXXX -XXXX%
- X Months XXXXXXX +827%

### Mentions: X [#](/creator/twitter::1853931776366006272/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853931776366006272/c:line/m:posts_active.svg)

- X Week XX +17%
- X Month XX -XX%
- X Months XXX -XXXX%

### Followers: XXX [#](/creator/twitter::1853931776366006272/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853931776366006272/c:line/m:followers.svg)

- X Week XXX +0.55%
- X Month XXX +29%
- X Months XXX +308%

### CreatorRank: XXXXXXXXX [#](/creator/twitter::1853931776366006272/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1853931776366006272/c:line/m:influencer_rank.svg)

### Social Influence [#](/creator/twitter::1853931776366006272/influence)
---

**Social category influence**
[stocks](/list/stocks)  XXXX% [cryptocurrencies](/list/cryptocurrencies)  XXXX% [finance](/list/finance)  XXXX%

**Social topic influence**
[$asts](/topic/$asts) 2.56%, [$pltr](/topic/$pltr) 1.28%, [bearish](/topic/bearish) 1.28%, [$vod](/topic/$vod) 1.28%, [$mda](/topic/$mda) 1.28%, [$sats](/topic/$sats) 1.28%, [$5b](/topic/$5b) 1.28%, [over the](/topic/over-the) 1.28%, [$4b](/topic/$4b) 1.28%, [debt](/topic/debt) XXXX%

**Top accounts mentioned or mentioned by**
[@thebtcminingguy](/creator/undefined) [@quinnhaze](/creator/undefined) [@astspacemobile](/creator/undefined) [@kevinlmak](/creator/undefined) [@spacanpanman](/creator/undefined) [@happyhumbl32937](/creator/undefined) [@kingtutcap](/creator/undefined) [@thekookreport](/creator/undefined) [@corey407woc](/creator/undefined) [@removethenoise](/creator/undefined) [@bobiliciousing](/creator/undefined) [@smatthewschultz](/creator/undefined) [@xx25yy33zz12ww](/creator/undefined) [@hivedigitaltech](/creator/undefined) [@bulldogholmes](/creator/undefined) [@joemccann](/creator/undefined) [@ragnarisapirate](/creator/undefined) [@mntoycar](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@sgreddit125](/creator/undefined)

**Top assets mentioned**
[AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Palantir (PLTR)](/topic/$pltr) [Moeda Loyalty Points (MDA)](/topic/$mda) [SATS (Ordinals) (SATS)](/topic/$sats)
### Top Social Posts [#](/creator/twitter::1853931776366006272/posts)
---
Top posts by engagements in the last XX hours

"$ASTS I objectively agree with majority of what he wrote here. The fundamental (business model) and technical barriers to entry arent fully realized to the market yet. Similar to why $PLTR hype wont die down because theres a fundamental moat behind their software platform. This launch transitioning to growth stage rally is in early innings Id say 4-5th inning. The next few innings take it to the low $100s (think $100-$120) later innings in growth stage are where true price discovery takes the stock ($250 as a baseline and more depending on the broadening of the opportunity landscape)"  
[X Link](https://x.com/deepvaluedude/status/1979311448003408269) [@deepvaluedude](/creator/x/deepvaluedude) 2025-10-17T22:19Z XXX followers, 9562 engagements


"$ASTS $VOD 🧵(1/2) Below is an SOTP analysis of Vodafone today. Implies XX% margin of safety and doesnt include future cash flows from the ASTS JV satco which means the margin of safety is actually much higher Sum of the Parts Analysis for Vodafone Group Plc (ADR: VOD) A sum of the parts (SOTP) valuation breaks down a conglomerate like Vodafone into its individual business segments and investments values them separately using appropriate metrics (e.g. EV/EBITDA multiples for operating segments and market-based values for stakes in associates/investments) sums them up to derive a total"  
[X Link](https://x.com/deepvaluedude/status/1958635562925269166) [@deepvaluedude](/creator/x/deepvaluedude) 2025-08-21T21:01Z XXX followers, 1707 engagements


"Ive got X special situation ideas (one of them is a pair trade all are asymmetric) X. Long $MDA Short $SATS : Todays spectrum deal between ATT and Echostar is bullish MDA space. Echostars deal with MDA to build out their D2D constellation provides MDA with $5B over the course of the next X years. Echostar is likely to need to raise $4B after paying down debt with todays proceeds and theyre likely to do a fully marketed deal via public market equity issuance. My guess is that the stock hits a $20B ($75/s) valuation prior to the raise which they may be doing as I write this. I have little faith"  
[X Link](https://x.com/deepvaluedude/status/1960535419311022271) [@deepvaluedude](/creator/x/deepvaluedude) 2025-08-27T02:50Z XXX followers, 3313 engagements


"$250 base case (which is everything the market understands about TAM) the market doesnt understand government /defense scale (domestic and foreign) IoT b2b implications etc. So if these get discovered that opens the way for base case to increase Bull case is ridiculous multiples and thats a mechanism of no risk assigned to execution / competition / future innovation"  
[X Link](https://x.com/deepvaluedude/status/1979330521785340152) [@deepvaluedude](/creator/x/deepvaluedude) 2025-10-17T23:35Z XXX followers, XXX engagements