Turd🅰️Ferguson

613 posts

Turd🅰️Ferguson

Turd🅰️Ferguson

@TurdFergusnv

가입일 Mart 2026
86 팔로잉49 팔로워
Shackleton
Shackleton@endurancetest·
@dbkopp Unfortunately so much is priced in at 30+B market cap any execution errors could lead to major redacted down
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D🅰️nkops 🚀
D🅰️nkops 🚀@dbkopp·
Ultimately, $ASTS is a satellite company. Putting batches of satellites on orbit, consistently and reliably, is the one true unlock. We’re are so close. This is the last great shakeout (until we dip from $300 to $180).
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Samir Shahani
Samir Shahani@SamirShahani·
@Jake__Wujastyk If you owned $26 billion worth of treasuries, you would make 800 million a year That’s the bar. ASTS is really far below the bar As an investor, you always have an opportunity cost
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
I wish Rakuten would stop selling the entire space sector
Reformed Tr🅰️der tweet media
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Spy Before You Buy
Spy Before You Buy@Spybef0rey0ubuy·
Down 44% in 3 months and I’m still skeptical about $ASTS. ​Is this the ultimate generational entry or just a slow bleed to zero? ​Bull or Bear....change my mind.
Spy Before You Buy tweet media
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Turd🅰️Ferguson
Turd🅰️Ferguson@TurdFergusnv·
@BeenThereCap Let me guess you’re 60+ and shorting the hole at lowest rsi in 2 years 🤣 you might get lucky because the big boys can eff around but I hope you lose it all
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₿ΞΞnThereDoneThat Capital 賢い
(not enough consumers will pay for the service) 2. Competition will be worse than bulls predict (especially with AMZN buying Globalstar) 3. Operational disappointments will continue (as they usually do in satcom) 4. $75B SpaceX IPO will suck $$ out of $ASTS's market cap 7/x
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₿ΞΞnThereDoneThat Capital 賢い
Coincidentally, someone on Value Investors Club just posted a new $ASTS short pitch today, 35% below my short price. The thesis is: 1. Launch guidance is impossible and will be lowered or abandoned as soon as the 1Q call/10Q. a. Satellite parts supply shortages 1/x
₿ΞΞnThereDoneThat Capital 賢い@BeenThereCap

$ASTS - how it started (for my trading), and how it's going. I expect more $ASTS downside in coming months as the SpaceX IPO sucks traders' attention and $$ away and the SpaceX business becomes a more obvious competitive threat.

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amit
amit@amitisinvesting·
Ugly day for two big retail names, $SOFI & $HOOD. Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP. I think the broader question here, at this stage of the rally from the lows, is do you think there is an opportunity cost at being in a loser and transitioning it for a winner. The loser, if the company is doing well, usually gets the dip buy because the price is a better bargain. This market is rewarding the winner, even if the earnings multiple is massive (like Intel) or there barely are any earnings (like Bloom) as long as the trajectory continues to show that they will keep winning. So, would you sell all your $SOFI to buy a $SNDK or $MU here? I’m not sure many would, but so far fintech and software have continued to dip even with good earnings as the market simply has rotated to companies that keep putting up strong numbers. Just not sure many have the stomach to buy a chart up 3-4x YTD and sell their bags in fundamentally strong companies just to be in the current winning trade.
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M🅰️tt
M🅰️tt@Omnislash4k2·
I think we’re very close to a short term bottom and a move back to $85. Question is if it’s a reversal or dead cat. $ASTS
M🅰️tt tweet media
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M🅰️tt
M🅰️tt@Omnislash4k2·
ABC in play. Watching for a turn at the .786 extension for wave C. This also has confluence with .5 retracement of the entire move starting at $1.97. Let's just get it over with! $ASTS
M🅰️tt tweet media
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Turd🅰️Ferguson
Turd🅰️Ferguson@TurdFergusnv·
$ASTS market tanks for months and Trumps bullshit stock Intel over $90 😂
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Turd🅰️Ferguson
Turd🅰️Ferguson@TurdFergusnv·
@BenJawanda Not a chance in hell, if they mention more capex shit will tank again. Management feels lost
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Ben Jawanda
Ben Jawanda@BenJawanda·
Whose buying $ASTS here before earnings in less than 2 weeks… Im curious 👇
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RetirementPlan
RetirementPlan@penzionerishte·
@TurdFergusnv When the big guys are over with their harvest to the south, they will turn it 180 degrees 🙂
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RetirementPlan
RetirementPlan@penzionerishte·
I can understand having a conviction and holding a stock no matter what. But to post constantly wrong things about it and being persistent with that is beyond my comprehension $ASTS
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dallasDia
dallasDia@dallas_dia61451·
$asts any idea who bought the over 10 million shares sold by rakuten. while i know spacemobers bought some. what large new institutions stepped up?
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Turd🅰️Ferguson
Turd🅰️Ferguson@TurdFergusnv·
@penzionerishte I’m ready but 63m short shares is not ideal. I’ve seen so much shit since this was NPA in 2020 but this takes the cake. I’m sure you’ve been here awhile aw well
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RetirementPlan
RetirementPlan@penzionerishte·
@TurdFergusnv Nope, no worries, the company is stealth, it’s just the manipulation to the less popular side. Soon it will reverse and we’ll see a lot of “i told you so” posts.
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W🅰️N
W🅰️N@johan_sylw82158·
Isn’t $ASTS assets IP and spectrum rights worth more then current market cap? 🫣 Then count in forward looking execution and we should probably be way higher than this 🤷🏼‍♂️ Market is getting it wrong!😎
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