Bull Dav

@BlackScholesMan About time. Drone stocks have been beaten down and there’s so much govt money coming from multiple govts on this tech.

$AVAV The government is literally giving them money to expand capacity and the chart is starting to turn

@SRxTrades Brother it’s going higher.

$RDW Breaking out of a massive weekly base on the highest volume EVER Drones/Aerospace theme Positioned from last week... Targeting: $27+

@ShardiB2 Yeah it’s clearly space time. Lots of money rolling in now and more to come with all these Space ETF fillings.

$RDW calls .. paid $1.95 Now $6.20 and we have until July..... LFG!!!! #teamshardi

@ShardiB2 I read it. That’s what convinced me even further. Thanks for all you do at a reasonable price Shardi. You’re not like some greedy people out there charging an outrageous amount per month. YKW.

@Bulls8427 LOL, I did a whole piece on Memory for Humanoids a few weeks ago

$MU up $100 ONE HUNDRED FCKING DOLLARS!!!!!!!!!!!!!!!!!!!!

@ShardiB2 It’s just a structural play. Even if hyperscaler capex falls off you still need the memory for the robotics that is coming. It’s a multi year bottleneck with MU not being rated correctly.

@Bulls8427 My brother LITERALLY just texted me the same thing

@BlackScholesMan What you make of the rumors that SpaceX is going to select to use LPTH for some projects?

$LPTH - reminder we have two more steps the Army has to go through to down-select. Could it happen sooner? Sure. However, that is not my base case. I am sticking with October 1.

@RKLBMan Also the amount of Space ETF filings coming in that will bring in passive inflows to the space in the next 2 months is undeniable

@RKLBMan It’s a good question. You have to believe that SpaceX will use IPO proceeds to buy up one or two space companies. ASTS would be a prime target. They could try for acquiring RKLB but antitrust issues probably would block it.

We all knew space stocks would froth up leading into $SPCX IPO. That's been part of the thesis from YEARS ago for many of us, which is part of the reason it's been an easy hold since $4. I think there's a lot more room to run anchored to SpaceX. The question is where does everything settle when SpaceX settles? How much liquidity is sucked out of space to pivot to the IPO? And will there be continued market cap expansion due to all the mass awareness being generated? Or will it all fizzle with the next big IPOs (Anthropic, OpenAI, Anduril, etc.)?

@aleabitoreddit What if the hyperscalers start cutting back anticipating spending due to ROI/buildout/lack of anticipated adoption issues?

AI capex spend is expected to go to "$3 to $4 trillion annually" by 2030 from $NVDA Jensen Huang projections. You're not bullish enough. And it might be a good idea to stay exposed + own the keys of the AI Kingdom: -> $AXTI controls the materials buildout with photonics. -> $SOI controls the AI buildout with silicon photonics. -> $SIVE controls laser chokepoints for CPO. -> $IQE controls Western epiwafer supply chains for photonics. All these started off as tiny companies, yet the trillions of projected capex gradually upward to them.  There's many more in other industries as well. -> AI Capex flows to Neoclouds like $NBIS. -> AI Capex flows to memory like $MU and $SNDK. And many of the "commodity" materials or "science projects" for the past 20 years now a sudden shift in exponential TAM expansion. We're witnessing the next industrial revolution with Artificial Intelligence + Physical AI.

@BlackScholesMan You think it extends beyond the SpaceX IPO?

Space trade isn't over with this ETF gold-rush

@fundmyfund @kkernttb Nice no educated opinions from you. Good day.

@Bulls8427 @kkernttb No idea - I am not from the future.

$LPTH New 24 yr highs Not too often you get to trade a base that long ;) @kkernttb

@Mehmet_the_Eng @KasraAarabi @TrentTelenko Let’s see how much they control they have once the pipelines are built by the Gulf Arabs bypassing the Straits altogether. Iran will emerge from this facing a very hostile regional environment for it.

@KasraAarabi @TrentTelenko “Increasingly asserting its role over Hormuz” Lol. Stop downplaying it. It is a binary change; Iran did not exert any control Hormuz before the war, now they fully control it.

I disagree with Danny’s take. Here’s a sober assessment of the results of the war so far. A. Islamic Republic before the war 1. Willing to engage in nuclear negotiations aimed at running down the clock; 2. Unprepared to consider major concessions on the nuclear issue, as demonstrated during the 4 years of the Biden admin; 3. Nuclear programme at weapons threshold capability; 4. Extensive ballistic missile and drone capabilities; 5. IRGC and Iranian Armed Forces retained substantial military capabilities; 6. No major disruption to the IRGC command chain; 7. Iran’s regime in control of Iranian airspace; 8. Strait of Hormuz remained open, while Iran retained significant leverage over regional oil markets. B. Islamic Republic after the war (so far) 1. Nuclear programme severely degraded; 2. Ballistic missile and drone capabilities significantly weakened; 3. IRGC and Iranian Armed Forces military capabilities significantly reduced; 4. IRGC command chain disrupted; 5. Iran’s regime no longer maintains full control over Iranian airspace; 6. Willing to engage in negotiations to run down the clock (unchanged); 7. Still unwilling to consider major concessions in nuclear talks; 8. Increasingly asserting its role and leverage over the Strait of Hormuz. Much of the commentary has focused almost exclusively on the Strait of Hormuz, while downplaying the broader strategic consequences. The key differences are the degradation of Iran’s nuclear infrastructure, the weakening of IRGC and broader military capabilities, disruption to the IRGC command structure, and the regime’s loss of full control over Iranian airspace—particularly significant if protests were to take place in the future (highly likely based on trend of unrest in Iran). Those are significant outcomes in their own right. However, disdain for Trump appears to have clouded the judgement of many commentators assessing the results so far.

@BlackScholesMan Hasn’t there been news recently that the Supreme Leader Ayatollah had moved in the direction of the civilian government and has been pushing back and gaining control of the IRGC?

Which fraction of Iran was this negotiated with?