DilithiumCap

@Aktiehedonist @SignalDesk_AB 🎯

@SignalDesk_AB X is an amazing place if you can filter out the noise. Alpha is right in front of us.

I need to become more active here. Writing on Substack has made me sharper as an investor, but X is where the conversation happens in real time. My focus will stay the same: the boring stuff behind AI. Power. Cooling. Networking. Optics. Semis. Data centers. Not just the story, but whether the story shows up in backlog, margins, cash flow and customer commitments. I want to use this account more as a public research desk. More notes, more questions, more interaction, and more honest follow-ups when I change my mind. If you follow AI infrastructure, semiconductors, photonics, data centers or industrial bottlenecks, I want to hear more from you.

@Escargot4U @SouthDallasFood I respect what he is doing but there are levels to everything youtube.com/watch?v=Ln42on…

@SouthDallasFood People looking at this as if he’s actually cooking. No seasoning, doesn’t taste the food to make sure it’s correct. This is just scoop, heat and eat. Compared to this Chipotle is fine dining. They actually make everything you see. Seems like Olive Garden food comes from a bag.

I don’t know how your night is going, but I just learned that I am not a good enough chef to be a line cook at Olive Garden.

@AssetTraveller 🎯

When $ASTS hits $1000.. I'll move out of my cardboard box, and into a mansion.

@Architectolder 🙂

@dirtydizzle514 @Yeah_Dave

@UmbrielCap @Yeah_Dave “As of 05/22/2026” …before a 20%+ run

Space ETFs are flooding the liquidity starved sector with a relentless bid. More ETFs still launching. $ASTS is now the top holding in $NASA, the largest space ETF. Buyers chasing pre-IPO $SPCX exposure are unwittingly buying tons of $ASTS, squeezing a record ~67M shares short.

@sophonlotrovski @murphy37421 Recap from las CC fyi “~25 satellites is a reasonable proxy for enabling beta/limited trials in North America” or “to support beta/intermittent nationwide trials.”

@murphy37421 The constellation doesn’t really work if a 14% of it is delayed or missing, does it?

Blue origin was going to launch 14.3% of entire $ASTS satellite constellation from my information. Overreaction today.

@AListerInvests Impatience is not a virtue 👍

If you believed in $ASTS at higher prices, why wouldn’t you believe in it now? The mission hasn’t changed. The technology hasn’t changed. The opportunity hasn’t changed. Sometimes the market gives you a gift wrapped in fear. 🎁🫣

@theRealBo786 @tsxman No

@UmbrielCap @tsxman Thats less than the TSX average for the year

@tsxman Patience pays.

@Steved24661 @age_mage @Jake84687923117 Ask for a shot of Ligado, see what they say.

@age_mage @Jake84687923117 I did.

I’m stuck at an airport bar for the next two hours, where are my $ASTS panicans at? Tell me your concerns and I’ll tell you why you’re dumb.

$ASTX gave me a 44 handle today and I took it bc I like doing things like that @J__Reds

@sonofindia01 @zerohedge Stay safe 'Mr. Safety man' 🙂

@zerohedge AST SpaceMobile shares down more than 17%… Another day, another bloodbath for the “space internet” dreamers. How many times can a stock crash before people accept reality? Hype meets gravity once again 😂

*AST SPACEMOBILE SHARES EXTEND DECLINE TO MORE THAN 17%

@nikitabier @ABernNYC @disclosetv @SpaceflightNow 👍👊

@ABernNYC @disclosetv @SpaceflightNow Great video - sorry this happened. Creator has been deactivated from monetization for cropping out attribution.

@ExperimentalPar @bert_gilfoyle Electron can't handle Neutron will be able to, late '26 Q1 '27

@bert_gilfoyle They should launch with $RKLB… Although I don’t think that electron can handle that payload. x.com/experimentalpa…

$ASTS The good news: - SpaceX has an incentive to show they are not Blue Origin and can successfully launch large payloads - Blue Origin is not a competitor to ASTS in the near future OTOH: - If SpaceX destroys AST's satellites also, it's a conspiracy, man.

@spacanpanman Tbf if you look at it as straight up comedy it is pretty funny tho.

How many “reputable” industry consultants publicly trade leveraged short ETF products of companies in said industry? 😳 If you were a C-suite executive, would you hire this degenerate for any work of consequence? 🤷‍♂️ Bizarre stuff - never seen anything like it. 🤦‍♂️

@dave_alive @Doc_Red_ 🎯👍

@Doc_Red_ Naw, I like having it at home better. Then I can do just a few things between other things. "Exercise snacking" in addition to full workouts that would otherwise require me to drive somewhere. I'd say I get about 50% more lifting time this way.

How Lifters feel after installing a home gym

@dan_tmt @karn21ovo You seem like you need some ice cream bro, maybe grab a cookie puss?

@karn21ovo I looked at shorting it the other day - but borrow is too expensive. Really hard for me to justify buying most space stocks at these valuations unfortunately.

SpaceX IPO is expected to be ~80x sales $RKLB is now ~95x sales - has no constellation, no LLM, and no social media platform. Seems expensive to me 🤷

@NuguardGroup @lejeunesimon Maybe...just maybe...he was being facetious? Lighten up 🙂

@lejeunesimon No… but congrats? The key to growing birth rates is to remove the financialization of everything. Shame on you @lejeunesimon for being another retarded Canadian business person promoting random slop like this.

The Wealthsimple kids card is so fire it might solve Canada’s falling birth rates

@BeeDubbs1 @parrafincontrol @tsxman