ZJZ

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ZJZ

@valustok

Long GOOG Short AMZN for next 10 years

Beigetreten Temmuz 2020
183 Folgt92 Follower
Angehefteter Tweet
ZJZ
ZJZ@valustok·
Things that are certain in life: Death, taxes, $AMZN missing earnings and @ajassy fumbling the call
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ZJZ
ZJZ@valustok·
$ASTS one day it will flatlined at single digits
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ZJZ@valustok·
@zimman16 @ASTS_SpaceMob Nothing will bouce this trash $ASTS, its a management full of scam and fraud
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zimman
zimman@zimman16·
@ASTS_SpaceMob I think we may need batch launches to bounce back, $asts
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ZJZ
ZJZ@valustok·
$ASTS scam and fraud team, what do you expect...
GIF
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Retail Mourinho
Retail Mourinho@retail_mourinho·
$ASTS investors patiently waiting for the press release
Retail Mourinho tweet media
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ZJZ
ZJZ@valustok·
$ASTS red by open, too easy
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ZJZ@valustok·
Get ready for the biggest crash in history for $ASTS
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ZJZ@valustok·
$ASTS NET 10 April means Sept, time to short it to the ground
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ZJZ@valustok·
$ASTS will crash more
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Kellen Melon
Kellen Melon@kellenmelon05·
@valustok @thekookreport Yo we get it retard, you started shorting it today and want to feel like you're helping yourself by causing fud. Shut the fuck up lmao
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TheKOOKReport
TheKOOKReport@thekookreport·
So let me remember to make sure I have this straight - $ASTS ripped because SpaceX said they would file their S-1. Then some missiles were launched (proving need for advantaged waveform radar systems in LEO, btw), so the market tanked and now $ASTS is lower than it was originally...but SpaceX is still going to file its S-1, right? Also $ASTS did an ITU filing that shows company likely has multiple other shells (IRIS, Golden Dome, mid-band). This is why alpha for long-term investors won't go away.
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ZJZ
ZJZ@valustok·
@LostFundamental Yes, biggest bubble in history is $ASTS, at least Starlink has satellites in the air.
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LostFundamentals
LostFundamentals@LostFundamental·
I implore all you Space fans to please be realistic. 100x EV/Revenue is not a benchmark it’s insane. Please realise most of these companies will not make 2027-30E consensus numbers so they are not “cheap in the future” either. SpaceX $ASTS $RKLB $LUNR $PL $FLY
SpacBobby@SpacBobby

SpaceX valuation comparison among peers $RKLB - Currently trades at 42x CY26 EV/Sales while SpaceX could trade well above 100x CY26 EV/Sales if the IPO is valued at over $1.50T $ASTS for comparison trades at 180x CY26 EV/Sales but that falls to 39x/17x for CY27/CY28 with a greater revenue ramp Clear Street estimates below:

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Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS right back down to the trend line Over the past year this has been a massive support level and price has bounced over 100% every time Lets see if $ASTS can do it again!
Wave 3 Trades tweet media
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ZJZ
ZJZ@valustok·
$ASTS delays, lies, no profits, misleading, no resources to fight bigger players. Easy short…
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ZJZ
ZJZ@valustok·
$ASTS must be fun to keep lying and scamming people, time to reprice the scam. $50 then $20
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