Wall Street Conqueror

A few months ago, when $RBLX market cap was close to $100 billion, $TTWO was around $40 billion. After the big post-earnings crash, $RBLX has now fallen below $TTWO. The market cap situation was really ridiculous — $RBLX trading at such a huge premium over $TTWO didn’t make any sense. I find it pretty funny that Cathie Wood invested in $RBLX because of the “metaverse” narrative but didn’t invest in $TTWO.

I think the main reason is that in Amazon’s $AMZN earnings call, CEO Andy Jassy stated that the demand from consumers, businesses, and governments for direct-to-device satellite phone connections is ‘very large’. This comment validated the space-based cellular connectivity market, and these stocks (especially $ASTS, $RKLB, $FLY, and $LUNR) were positively affected.

Why is $RKLB up 5% today? 🤔

@SpaceInvestor_D My favorite space company is Firefly Aerospace. Have you ever thought about investing in $FLY?

What’s your favorite space stock right now? $ASTS $RKLB $RDW $PL

I’ve been a $TTWO investor for about 4 years. I bought my first shares near $90. Recently, I aggressively loaded up on call options and now I have a very large position. Right now, my portfolio consists only of $FLY and $TTWO shares and options — nothing else. I have concentrated on these two companies, and Stanley Druckenmiller’s quote came to mind. Stanley Druckenmiller: “And if you really see it, put all your eggs in one basket and then watch the basket very carefully.” What I have written is not investment advice.

One year ago, everyone was saying that AI would finish Google. Those who didn’t listen to that caught a nice rally in $GOOGL.

@pusatfk THANK YOU!!!

@WallStConqueror you are super sir 👑

I added to my $FLY position during today’s pullback. I truly believe it will build me a significant fortune; I see it as an excellent growth stock. Just as $RKLB saw 5-6 clear pullbacks of over 30% (peak-to-trough) while rallying from $3.4–$3.5 to $98–$99.58, I consider these dips to be standard behavior for growth companies. I’m convinced that those who are brave and smart will profit immensely from $FLY. To me, a price target of $400 for $FLY doesn’t seem that far off at all. I think that CEO Jason Kim (@Jason_Lil_Kim) will manage this company very well. What I write is not investment advice.