Bow27B

@BenJawanda @endless_frank @POTUS @FBI Only a squeeze if shipping of BB11-13 occurs prior to June 30; otherwise just more of the same - inabilit.\n Y to give credible guidance on what's happening in the factory in the next 30-60 days.

@endless_frank @POTUS @FBI Im starting to think we dont see any squeeze until shipping of bb11-13 fr

$ASTS Looking like shorts added another 4 million shares yesterday bringing the total up towards 67-68m shares held short now. At what point is it a matter of National security for someone to bet this heavily against a prime U.S defense contractor? Maybe @POTUS, the @FBI, @FBIDirectorKash and the @SECGov should look into this. Kind of odd for any U.S entity to bet against a critical Golden Dome supplier like this.

@AlexfromBabylon Revenue miss is $ASTS fault on analyst guidance-Street thinks near equal by quarter when back-end loaded. All about the sats-will believe 6/month after $ASTS reliably produces 2/month. No discussion on time/$ to integrate with a new launch provider-steep learning curve?

$ASTS People dissapointed for new announcements have to realize is that MWC 2026 pulled forward a lot of MNO deals and that it is only 10 weeks after the last update not the regular 12 weeks. In addition forget the fluf, what mattered is launch and manufacturing. Basically they confirmed manufacturing is solved and launch contracted to meet the schedule. Not sure if they will hit their numbers, but its more about the trend then the exact number per year end. Now they will ship 3 per month (produce 6) and launch 3 on F9 with stacking increasing over time until they are at 6/8 per month ready to ship on NG. This will heavily rely on further automation. They already automated the Micron factory. They showed you the new machine that builds the machine. Marked focused on revenue missing the forrest for the trees. Bought the dip.

@trevhesinvests Getting a notice that your inbox is closed for new messages. Need to adjust your settings.

@Bow27B They're very happy, and you seem to know the business quite well. Feel free to shoot me a DM!

Pagaya just raised its FY26 net income guide to $110-$160M ($135M at the mid-point) This would represent a 66.7% YoY growth vs $81.0M in FY25 (35.8% low end-> 97.5% high end) It also slashed its SBC in half YoY so dilution is being addressed $PGY trades at just 10x Fw EPs... This one is due for a re-rating How could you be bearish $PGY?

@rowanfornow Election violated the terms of the VA Constitution and has no force or effect-as if the election never took place. Faith in VA Governor eroded because she ignored rules, here the VA Constitution. VA Governor proved untrustworthy. Court correctly applied the rules.

Virginia Dems just held a successful election that was overturned by unelected officials. it's not really the time and place for this canned line

@voterprotectpac Interesting how Democrats lecture everyone: "No one is above the law". . . except Democrats.

The Virginia Supreme Court didn’t just overturn a map—they overturned an election. They tossed out the will of voters, protected a rigged status quo, and handed MAGA exactly what it wanted: Power without accountability. When courts overturn fair maps, they’re not “calling balls and strikes.” They’re picking winners.

@amandalitman In othrr words, buy a decision. Why don't you move to a banana republic? Just proving some people will do ANYTHING for power.

This is excellent creative thinking on how to overturn the redistricting decision: Lower the retirement age of justices on the VA Supreme Court and whoosh, they all have to go. Appoint new judges, rehear case, get a different ruling. the-downballot.com/p/how-virginia…

@DemzDeliver More performance art from Democrats. California already tried this and the Appeals Court has ruled that a state ban on ICE agents wearing masks is likely a violation of the US Constitution.

🚨 HUGE: New York has banned ICE agents from wearing masks.

@VanJones68 An important tell in your post - you equate Tennessee's current black majority district with the only Democratic Congressional representative, suggesting that blacks must vote for a Democrat. What if the next district election results in a black female Republican Representative?

Here's the problem with redrawing maps. You're telling some voters they matter more than others. That's not how a democracy works. Last week the Supreme Court gutted the Voting Rights Act. Tennessee moved within days - carving up Memphis's majority-Black district. The state's only Democratic seat. Gone. A Republican senator said it on the record, “This bill represents Tennessee's attempt to maximize our partisan advantage." Not election security. Partisan advantage. Here's what’s missing. An Economist/YouGov poll last month found 71% of Americans (including Republican voters) say states should not draw districts to intentionally favor one party. These politicians aren’t just making decisions that block their opponents - they’re ignoring their own constituents. When neither side trusts the maps, neither side trusts the results. That road ends badly for everyone.

Did you read the decision? TLDR? Democrats didn't follow the requirements of the Virginia constitution regarding the process for amendment. Guess that your mantra "no one is above the law", doesn't apply to Democrats. You're an embarrassment to Massachusetts

@micah_erfan Did you read the decision? TLDR? Legal challenges to a constitutional referendum is deferred until after the vote under VA legal precedent. Explained right in the decision, including the Democrats request to defer rulings until after the vote. Will you respond and be accountable?

The Virginia Supreme Court could have ruled the referendum was procedurally defective before millions voted. The Republican appointed majority explicitly refrained from doing so. Now they have come back after the fact and struck down the will of the people. Shameful.

@Suzierizzo1 @Logically_JC @adgirlMM Also, have you read the decision? TLDR?

@Logically_JC @adgirlMM This is so screwed up and we have to find a way to reverse their decision because it’s obviously not legal and I’m sure there’s a loop hole somewhere that can be challenged.

1.6 million voters approved the redistricting in Virginia. 4 judges denied them.

@Suzierizzo1 @Logically_JC @adgirlMM Could you explain how a ruling pointing out how VA Democrats failed to follow VA constitutional requirements in this case is "obviously not legal"? And what "loophole" are you recommending? Awaiting your legal scholar brilliance to enlighten us.

@Logically_JC Obviously, the redistricting proponents forgot to follow the VA constitution. Should do their homework first rather than demonstrate gross incompetence for political gain and then spend lots of energy claiming "no one is above the law". . . except them.

@hasanthehun The Tennessee district will still have a black representative - just a black woman republican.

the va supreme court denied the results of the redistricting referendum. scotus gutted the voting rights act and tennessee carved up the last dem district destroying black voter power in the state. those who make peaceful revolution impossible, make violent revolution inevitable

@trevhesinvests Also stock price at 5X forward EBITDA. Should be 7-8X minimum.

@trevhesinvests Transitional Q-very solid. Intentionally dialed back loans when AI said macro deteriorating-so lower revenue growth. Lots of leverage-% increase in GAAP net income and EBITDA far exceeds revenue growth. Onboarding 3 lending partners in Q2; 5 reg. & 2 nat'l banks at term sheet.

@AllanonD99 @joni_askola In 3 weeks, Iran has no place to store its oil and must start capping it wells, which can permanently destroy economic value. Embargo cripples Iran's economy-no income, 70% inflation, unpaid military. Russia has already shut the door on Iran's face- no military support.

@joni_askola They'll come to a deal, he'll frame it as a win, his followers will lap it up, his detractors will call it a giant L, and life will continue. Unfortunately, it may ultimately make Iran more dangerous in the long run. Once they went in, half measures are not a win scenario IMO.

I have zero sympathy for the regime in Iran, but they have forced Trump to face reality. His lifelong strategy of bluffing simply collapsed under pressure. He backed himself into a corner and is now trapped in a war where he must either escalate or accept a humiliating loss

@trevhesinvests Despite substantial increases in revenue, $ZETA's gross margin has remained flat or declined. No leverage in the business. No opportunity for substantial re-rating. SBC too high.

After growing revenues by 50% in Q1 2026, $ZETA has sold off by more than 10% It now trades at a 5.3% FCF Yield Anyone buying $ZETA here?

@Plaskpojken @aleabitoreddit LITE in earnings call had supply side InP access concern-took steps to secure supply but looking for more. Given SIVEF's scale (small) and funding (limited), what's your opinion on the ability of SIVEF to secure adequate supplies of InP for scale production of lasers?

I’ve been quiet for a few days, but I haven't been idle. The recent narrative from Swedish financial media regarding Sivers Semiconductors ( $SIVE / $SIVEF ) has been incredibly frustrating. They label the data-driven retail discussion as a "cult" (shoutout to @aleabitoreddit), while completely refusing to do any fundamental research themselves. It's lazy journalism disguised as "we've seen this before, so we know better." In Sweden, you are expected to safely park your money in legacy industrials like Volvo, Atlas Copco, or Investor AB. They are fantastic companies, but they are not how you capture the next massive technological and geopolitical hyper-trend. The research I see here on X is informative and rooted in hard, verifiable fundamentals. Don't buy the stock if you don't believe the thesis, but at least look at the actual data. Since the media won't do the due diligence, I built a platform to do it for them. Introducing Asymmetry Research. I’ve compiled a complete, open-access deep dive into the $SIVE ecosystem. What’s inside: 🌐 The Ecosystem Map: An interactive node graph tracking Sivers' chips from the foundries directly to the Hyperscalers and the Pentagon. 📊 The Fundamentals: Confirmed data on the supply chain, competitors, and management. 🔗 The Source Vault: Fully sourced info cards verifying every contract, partnership, and macro catalyst. Data beats arrogance. Check the thesis, follow the silicon, and make up your own mind. 🔗 asymmetryresearch.org/research/sivers (Disclaimer: I am long $SIVE and fundamentally believe in their role within these starting megatrends. Not financial advice. Do your own research).