| Date | Tweet |
|---|
| 2026-08-10T02:03:29 | Just some near term events:
- OCP APAC tomorrow (Ayar, Lightmatter, $AMD, $NVDA) and your CPO players are giving announcements/updates.
This should be a catalyst for certain optical players.
- Earnings week: with $ASTS, $RKLB reporting today (space), $LITE on Tuesday (photonics), $NBIS in the mid… → · 1125 likes · 341,013 views |
| 2026-07-08T12:49:57 | Blue Origin reportedly raising $10B at a $130B valuation per NYT.
Seems pretty positive for $RKLB, $ASTS, and other space names in terms of relative valuation anchoring.
If SpaceX and Blue Origin is able to set such high valuations. https://t.co/04W7phuIwr → · 1690 likes · 486,100 views |
| 2026-07-08 | @lucas_SPACs idk Spacemob hasn't been doing too well over the past year compared to bottleneck bros.
I think it's mainly just opportunity cost, even if I like $ASTS long term. https://t.co/UQZQcpXkN2 → · 88 likes · 20,829 views |
| 2026-06-29T10:43:13 | Japan's Rakuten to establish joint venture with $ASTS to build out LEO satellite networks for Japan per Digitimes/Nikkei.
"The move is widely viewed as a strategic response to the growing influence of $SPCX Starlink in Japan" https://t.co/RDFvgQNVsp → · 1659 likes · 495,206 views |
| 2026-06-25T14:51:04 | Feels like the only thing that hasn’t crashed…
Is memory like $MU, indexes, or large cap semis like Intel so far.
- Photonics from $AXTI to $SIVE down 40%.
- Space from $ASTS and $RKLB down 40% 1M.
- Popular AI names like $PLTR is down ~35% YTD.
- Software like $CRM down -40%.
- Bitcoin sub … → · 3021 likes · 840,416 views |
| 2026-01-21 | I normally don’t reply to disingenuous leading questions like this but I’m posting information synthesis on robotic supply chain stocks linked to Tesla Optimus.
Unfortunately I try and discover alpha to find the next $30->$453 $SNDK at the start rather than bull posting the same known $SOFI, $ASTS,… → · 38 likes · 3,479 views |
| 2025-12-15 | Agreed and I've seen it time and time again.
$AMD in 2016 when people thought it could take on Intel, then capitulation at $5.
$PLTR in 2023 when people believed in the AI thesis, then capitulation in the $10's after short seller activity.
$RKLB this yeare when people thought it could become t… → · 48 likes · 6,945 views |
| 2025-12-14 | FinX is a bubble.
Same with traders on /r/wallstreetbets.
People own the same stocks $NBIS, $TE, $ASTS, $HOOD, $RKLB, $IREN, $KRKNF, $ONDS, $SOFI, $AMD, $TSLA and others.
However: It’s a positive thing.
I’ve seen this on repeat again and again throughout the years.
Short term when people buy … → · 359 likes · 188,938 views |
| 2025-12-05 | Pre-earnings $NBIS was sitting around $115-$135. We've dropped over ~21%-40% since then on:
Robotaxi FSD launch with $UBER, doubled ARR estimates, increased GW capacity guidance by 150%, surprise $META contract, MSCI inclusion inflow.
The only downside: 25m share dilution. Which I extremely disli… → · 8 likes · 2,883 views |
| 2025-09-24 | $LUNR is an enigma. I've sold puts on it because of high IV but I don't like it long term compared to $ASTS or $RKLB.
With $SNAP, I've always maintained that fundamentally it was extremely undervalued from 1.1B MAU but it just needs a change of CEO. They're heading the wrong direction with AR and s… → · 11 likes · 7,300 views |