Dynamor
5.3K posts

Dynamor
@Dynamor6
Investing in $TSLA $QS $ASTS $PLTR || Bill Gates visited my profile per grok, check my Pinned post if you are curious 🧐
Katılım Nisan 2025
897 Takip Edilen297 Takipçiler
Sabitlenmiş Tweet

DSTA AND AST SPACEMOBILE DEEPEN SPACE-BASED CELLULAR BROADBAND PARTNERSHIP
dsta.gov.sg/docs/default-s…

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@AST_SpaceMobile SpaceX will file a complaint to the FCC claiming AST is Singaporean 🤡
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@NextDecadeAlpha @Mr_Derivatives Fair question to ask.
Liquidation everywhere …
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Oil prices are no longer the biggest threat to markets.
It has become increasingly clear that bond markets will dictate just how long President Trump can continue increase pressure in the Iran War.
The 10Y Note Yield is now up ~45 basis points since the war began on February 28th.
This is in-line with the rapid surge seen around "Liberation Day" in April 2025.
As the 10Y Note Yield surged above 4.50% in April 2025, President Trump began floating a potential tariff "pause."
And, once the 10Y Yield broke above 4.60%, President Trump officially implemented a 90-day pause on his reciprocal tariffs on April 9th, 2025.
With the 10Y Note Yield now up to 4.40%, we believe the 4.50% to 4.60% range will be the "line in the sand" again.
The US economy cannot handle a 5% 10Y Note Yield.

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Making this week's full analysis public and free for everyone as a thank you to the community and for everyone who requested it.
Markets just had their worst stretch since March 2025 - four down weeks, hawkish Fed, gold destruction, sentiment capitulation.
One ask: if this adds value, share it with someone who'd benefit. That's all. Help spread actually useful market analysis to people tired of the noise. 💯
Thank you all❤️
open.substack.com/pub/theprofinv…
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The entire world is investing into these sectors:
Space: $RKLB $ASTS $PL $SERV
Photonics: $AAOI $LITE $COHR $CIEN
Drones: $ONDS $UMAC $AVAV $KTOS
Nuclear: $OKLO $SMR $GEV $LEU
AI Utility: $IREN $NBIS $CIFR $CRWV
Inference: $NET $DOCN $FSLY $OSS
AI Power: $VST $CEG $VRT $BE
Hardware: $NVDA $TSM $ASML $AMD $ALAB
Software: $PLTR $SNOW $MDB $ZETA
Physical AI: $TSLA $AMZN $GOOGL $SERV
Security: $MSFT $CRWD $PANW $RBRK
Stop guessing where to invest.
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BREAKING: The top 20% of earners in the US now hold a record $49.1 trillion in equities and mutual funds, or ~87% of the total.
By comparison, the middle 40% and bottom 40% own $5.9 trillion and $1.5 trillion, respectively.
Since the 2020 pandemic, equity ownership among the top 20% has surged +$29.8 trillion, or +154%.
By comparison, the bottom 80% have captured just +$4.2 trillion over the same period.
To put this differently, the top 20% have gained +600% more than the bottom 80% in Dollar terms.
As we have warned, asset owners are the only winners.

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@bernabebm01 @AST_SpaceMobile @CatSE___ApeX___ @Anmi_ @thekookreport @Defiantclient2 @ASTS_Investors @ASTS_SpaceMob Feeling grateful being a part of the $ASTS story. The impact will be huge … What’s coming next is massive.
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How is the $ASTS family coping with the wait? @AST_SpaceMobile @CatSE___ApeX___ @Anmi_ @thekookreport @Defiantclient2 @ASTS_Investors @ASTS_SpaceMob
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JUST IN: SUPER MICRO COMPUTER $SMCI CO-FOUNDER CHARGED WITH SMUGGLING NVIDIA $NVDA AI CHIPS TO CHINA
• ~$2.5B in servers diverted since 2024 via Southeast Asian shell company
• $510M shipped in a single month window (late Apr to mid-May 2025)
• Fake paperwork, dummy servers used to fool compliance team
• Co-founder Liaw controls $464M in $SMCI shares, arrested Thursday
• One defendant a fugitive; contractor relationship terminated
• Stock -12% after hours 🔴
Southern District of NY prosecution. No Commerce Dept. export license held.

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