Dynamor

5.3K posts

Dynamor

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
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Dynamor
Dynamor@Dynamor6·
Investing philosophy: Bet on visionary founders and a transformative idea 💡
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JLoc
JLoc@JohnLoc18·
Fuck all of you $SPY
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Kevin Chen
Kevin Chen@Defiantclient2·
@AST_SpaceMobile SpaceX will file a complaint to the FCC claiming AST is Singaporean 🤡
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Heisenberg
Heisenberg@Mr_Derivatives·
Dare I ask right now, who is awake and monitoring the situation?? A show of hands. 🙋🏽🙋‍♀️🙋🏻‍♂️
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☯️ FLOW
☯️ FLOW@flow1022·
Stay healthy, get wealthy, seek truth, give love, & create beauty.
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Heisenberg
Heisenberg@Mr_Derivatives·
🚨 $GLD Over $8.5 trillion dollars of market cap lost in this -23% drawdown from Gold’s ATH set just two months ago to tonight’s trough. That is the equivalent of two $NVDA going poof! Wild.
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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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Prof
Prof@TheProfInvestor·
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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True market Leader
True market Leader@TmarketL·
Jeff Bezos dropped the most underrated winning principle
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Shibetoshi Nakamoto
Shibetoshi Nakamoto@BillyM2k·
what occupation would you have had if you were born in medieval times?
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Justin Banks
Justin Banks@RealJGBanks·
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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Shay Boloor
Shay Boloor@StockSavvyShay·
We’re not just building a portfolio anymore Our baby boy arrives in less than 10 weeks 🍼
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Karoline Leavitt
Karoline Leavitt@PressSec·
I love this photo, and we love Japan! 🇺🇸 🇯🇵
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
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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Tony 🅰️pps N Orbit 🦑
$ASTS will be purchased by $AMZN if my dream was real
BO🅰️ CAPITAL@DrOllie1979

$ASTS When you break this down in simple terms, it starts to make a lot of sense. Blue Origin just filed for a massive constellation of 51,600 satellites to support space-based computing. Separately, concepts like “Starcloud” say you need around 4 to 5 gigawatts of total power in orbit to run something like a space data center. So if you divide that total power across 51,600 satellites, each satellite would need to generate roughly 75 to 100 kilowatts of power. That’s the key number. Now here’s where AST comes in. Their BlueWalker 3 satellite was already producing around 30 kilowatts, and their newer BlueBird satellites are significantly more powerful, likely moving into that exact 75 to 100 kw range. When you multiply 51,600 satellites by 75 to 100 kilowatts, you end up right around 4 to 5 gigawatts total, which is exactly what these orbital data center concepts are aiming for. So the interesting takeaway is that AST isn’t building a data center in space, but they are building satellites that operate in the same power range that would be required to make something like that possible. In simple terms, Blue Origin is proposing the scale, and AST looks like it’s proving the power and thermal design needed to actually make it work. That’s why some people think AST seems to be the natural fit or partner if this whole space-based computing idea becomes real Starcloud and Thermal management patent 👇👇👇

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Heisenberg
Heisenberg@Mr_Derivatives·
I swear to God if $SMCI turns green tomorrow…
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WOLF
WOLF@WOLF_Financial·
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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