SpacBobby

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SpacBobby

SpacBobby

@SpacBobby

20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at: https://t.co/oA0xRY6IsY

I Climb Mountains 🏔 Bergabung Mayıs 2012
298 Mengikuti58.9K Pengikut
unusual_whales
unusual_whales@unusual_whales·
BREAKING: US prepares for potential ground troops in Iran, per CBS
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SpacBobby
SpacBobby@SpacBobby·
My portfolio today…
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SpacBobby
SpacBobby@SpacBobby·
$RKLB - Clear Street Bull Case Scenario....PT $116 • Key Assumption: Neutron launch cadence reaches 26 missions by 2030E, exceeding our base case of 16. • Revenue Impact: Maintaining an average ASP of $58M in 2030E, this volume adds approximately $580M in incremental revenue compared to the base case. • Growth & Valuation: This aggressive ramp drives the consolidated Launch revenue CAGR to an impressive 61% through 2030E. We justify increasing our target EV/Sales multiple to 22x (from the base case of 20x) to reflect the superior growth and execution. Bull Scenario: This scenario yields a $116 price target, representing 32% upside from our base case price target of $88
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SpacBobby
SpacBobby@SpacBobby·
*TRADERS PRICE IN 50% CHANCE OF FED RATE INCREASE BY OCTOBER
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🚨 AST SPACEMOBILE HIRES CHIEF OF ARTIFICIAL INTELLIGENCE AND AUTONOMY "Skate to where the puck is going, not where it has been" linkedin.com/in/arvelchappe…
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SpacBobby
SpacBobby@SpacBobby·
@CEOAdam Bro, you constantly have to dilute shareholders to service your massive debt load. $AMC is basically bankrupt at this point. Enough with the excuses. This is company specific
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Adam Aron
Adam Aron@CEOAdam·
I know from my own losses and in reading your comments on X/Twitter how distraught many of you are with falling share prices. In looking at the likely 2026 industry-wide Box Office, we still expect it to grow materially over 2025 and if so that inexorably would significantly increase AMC’s EBITDA. However, the external macro backdrop around us is terrible. War in the Middle East, world oil prices soaring above $100 per barrel and other concerns have knocked the Dow Jones average to its lowest point in five months and the S&P 500 to its lowest point in four months. As for AMC, I am optimistic about our power to increase our earnings this year over last year. As for the state of the world, we will all read the news together. Naturally, we all can wish for the best on global developments.
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Acyn
Acyn@Acyn·
Reporter: Why didn't you tell allies about the war before attacking Iran? Trump: We wanted it to be a surprise. Who knows better about surprise than Japan? Why didn't you tell me about Pearl Harbor?
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Stock Talk
Stock Talk@stocktalkweekly·
Anyone doing "small account challenges" is an amateur or a charlatan. No real trader would even consider it. Why on earth would a consistently profitable trader, with millions of dollars in capital, spend time & effort trying to turn $10K into $100K? Makes absolutely no sense.
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SpacBobby
SpacBobby@SpacBobby·
$RKLB - Clear Street revenue projections out to 2030 and potential TAM for Electron/Neutron are huge.. The space economy is entering hypergrowth for the next decade!
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Diana Dukic
Diana Dukic@diana_dukic·
Went from scrolling 24/7 to not even wanting to log in. X just hasn’t been hitting the same lately.
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greg
greg@greg16676935420·
@Kalshi Does anyone else see what I see?
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Kalshi
Kalshi@Kalshi·
BREAKING: Democrats and Republicans are now tied at 50% to win the Senate.
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SpacBobby
SpacBobby@SpacBobby·
Me trying to trade this market lately….
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Jeffry Blas
Jeffry Blas@jefferinc·
@SpacBobby @Acyn Very dumb post.. They attack because they are close to getting nukes..
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Nikita Bier
Nikita Bier@nikitabier·
The financial incentive to spam on X will decline enormously over the next 30 days and soon be negative.
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