Jay

163 posts

Jay

Jay

@Northinvst

Trust your research , Buy then Hold 💰

Beigetreten Şubat 2026
65 Folgt25 Follower
Jay
Jay@Northinvst·
@ShillOfWeedST Ah ok makes sense congrats. Don't sell it all. You'll be very disappointed if you do.
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TowelieInSpace
TowelieInSpace@ShillOfWeedST·
$mda gonna sell off imo probably good to take gains here
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Jay
Jay@Northinvst·
@bdinvestingg You’re Definitely wrong about your top space stocks. You left out the only one that has been constantly growing profits and revenue with a $4 billion backlog to boot and tons of cash. $MDA do your dd
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
Jeff Bezos said space-based data centers are “very realistic" here are stocks that can benefit : $RKLB — Launches the satellites that host orbital data centers. $ASTS — Provides the broadband connectivity orbital data centers beam down. $LUNR — Lunar logistics; long-term space infrastructure play. $AMD — Chips that power in-orbit AI compute modules. $LITE — Optical transceivers linking satellites in data center constellations.
Bilaal- BD investing tweet media
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QC Capital
QC Capital@QC_Capitals·
What’s one stock you think is HUGELY undervalued?
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Capvalue89
Capvalue89@CapitalOnValue·
@alexdbanks $ASTS legal team gonna be looking at those designs very carefully
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Alex
Alex@alexdbanks·
🚨 On May 20, VP of Operations at $MDA Sylvain Riendeau showcased their product roadmap, INCLUDING a new/bigger Class M satellite made for use cases like D2D. Roadmap: - Class M satellite platform: larger, more powerful, flat satellite that is designed to fit inside a Falcon 9 fairing, built to address D2D. - Class C update (Aurora V2): next iteration of Aurora, also faster and more powerful. Focused on making it cheaper and harder to compete against globally. - Next-generation SAR: targeting commercial, civil, and defence demand - Focus on end to end systems: recognizing the need to be embedded in the full end to end infrastructure of constellations. - Focus on lunar infrastructure: including robotics, mobility, logistics, and surface systems We still haven't had a PR on the Class M platform. Wishful thinking but hope it gets PRed with a constellation win - $MDA 🇨🇦🚀
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Jay
Jay@Northinvst·
@bigheadhcky Ole worst playoff performance by a team in a long time. Habs a bunch of donkeys
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Big Head Hockey
Big Head Hockey@bigheadhcky·
Conference Final goals: 6 — Cole Caufield 0 — Matthews, Nylander, Marner, and Tavares combined Montreal's smiling ear to ear right now with how this guy's playing.
Big Head Hockey tweet mediaBig Head Hockey tweet mediaBig Head Hockey tweet media
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Eric Berger
Eric Berger@SciGuySpace·
Based on a handful of sources, this is what I've been able to glean about the New Glenn failure this evening in Florida. TL;DR, it's freaking bad. arstechnica.com/space/2026/05/…
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Jay
Jay@Northinvst·
@jimcramer $MU is just starting. Big upswing coming
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Jim Cramer
Jim Cramer@jimcramer·
Wrong stocks going up?? or diversified win!!!
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Jay
Jay@Northinvst·
@jimcramer $mu hitting over $1000 today no problem
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Jim Cramer
Jim Cramer@jimcramer·
The battle to keep MU up... can it maintain pre-market rally?
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Jay
Jay@Northinvst·
@XFreeze Can’t wait for MDA space to work alongside @elonmusk and others on this project. Great things to come. Go SpaceX and go Mda space !!!!
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X Freeze
X Freeze@XFreeze·
NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it The roadmap is highly aggressive: • Phase 1: Heavy robotic missions and commercial payload deliveries • Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones • Phase 3: A sustained, permanent human outpost The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for The multi-planetary economy is officially kicking off
X Freeze tweet media
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Jay
Jay@Northinvst·
@BreakoutKing_M Do you have a target in mind for MDA?
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Momentum Master
Momentum Master@BreakoutKing_M·
@Northinvst Most people think the opportunity starts after the headlines. Smart money usually finishes positioning before retail even starts researching. The vibe here feels very familiar.
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Momentum Master
Momentum Master@BreakoutKing_M·
Everyone's chasing $LUNR and $RKLB. Nobody's talking about $MDA — Canada's space prime, fresh ATH, robotics + sats + geo-intel. Sometimes the calmest tape in a hot sector is where the money actually flows.
Momentum Master tweet media
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Jay
Jay@Northinvst·
@Temaetfs Mda is over 7%
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Tema ETFs
Tema ETFs@Temaetfs·
Top 10 holdings in $NASA as of May 22nd, 2026. Visit temaetfs.com/NASA for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.
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rhum
rhum@rhum01·
What stonks caught your eye this am sheople? I'll see about doing a chart or two of any that also tickle my fancy, perhaps 😘
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Jay
Jay@Northinvst·
@IronWCapital Why brag? Never understood people who brag about how much money they make.
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HW
HW@IronWCapital·
Sold half of $MDA at 50.30 in trading account for roughly a double. Moving remaining half to core account. This is the 41st stock to double for me in the last 40 months.
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QC Capital
QC Capital@QC_Capitals·
What stock has the biggest upside over the next 5 years?
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Jay
Jay@Northinvst·
@DividendTalks $MDA is a 7.3% holding. That chart is old
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Dividend Talks on YouTube
Dividend Talks on YouTube@DividendTalks·
Everyone will be watching the SpaceX IPO. But $NASA already lists SpaceX exposure as its top holding. It also owns $RKLB, $ASTS, $PL, $LUNR and $VSAT. Space could be one of the biggest investing themes of the next decade. But valuation still matters.
Dividend Talks on YouTube tweet media
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Jay
Jay@Northinvst·
@bdinvestingg MDA is in it as well and will be increasing percentage I’m assuming
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Bilaal- BD investing
Bilaal- BD investing@bdinvestingg·
Space X IPO anticipation is flooding money into space stocks & ETFs like $NASA $RKLB — Only scaled launch alternative. SpaceX IPO validates the market, RKLB gets the multiple expansion. $ASTS — Highest-beta space name. Sector ETF inflows hit this first. $PL — Space data pure-play. IPO headlines bring retail back to Earth imaging. $FLY — Speculative flows lift all space-adjacent mobility names in a sector re-rating. $LUNR — Only pure-play Moon stock. Artemis ecosystem gets a spotlight when SpaceX lists.
Bilaal- BD investing tweet media
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Jay
Jay@Northinvst·
@LeifInvests MDA left off that chart. Hahah that’s when you know that amateurs are posting about space stocks
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Leif | Investing
Leif | Investing@LeifInvests·
Space Stocks: The Final Frontier of Alpha 🪐🚀 We’ve already seen massive runs across space equities over the past year: (1Y) $RKLB +434%🟢 $LUNR +237%🟢 $ASTS +339%🟢 $PL +1,105%🟢 (YTD) $VOYG +60%🟢 $RDW +93%🟢 $IRDM +175%🟢 Catalysts driving the rerating: 📈👇 • Sticky, long-duration government contracts (NASA/DoD visibility) • Rapid satellite constellation buildout across commercial + defense use cases • Emerging lunar economy + logistics infrastructure buildout • Commercial adoption inflection (data, connectivity, Earth observation scaling) The SpaceX Effect 🧑‍🚀 • SpaceX effect — expands TAM and validates the sector; its expected IPO and ~$2T+ valuation narrative sets a benchmark for the space economy and lifts public peers as investors re-rate them as early exposure to a much larger market. The space market is still priced as early-stage, yet the trajectory suggests a much larger end-state than most models currently capture. As visibility improves and execution de-risks, the sector continues to re-rate higher. At the same time, these remain some of the most expensive and volatile names in the market, with sharp sentiment swings, but the long-term TAM expansion story remains intact.
Leif | Investing tweet media
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Gublo
Gublo@Gubloinvestor·
Which Canadian stock is on the verge of breaking out?
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