John Gault

@kristijanEX @RKLBMan Cash runway is ~18 months, so if they get no income for 1.5 years, then they may go into debt.

@RKLBMan @FullPortConvict They'll soon go into debt if they don't get a GD contract.

$SIDU trades at a $200M market cap today. But man these numbers suck. I see the Lonestar $120M contract, which will take years to realize if they execute. And yes they have $40M cash. Is that why people are excited about this??

@wontacknowledge @sunxliao No they don’t.

@FullPortConvict @sunxliao They have Debt what do u mean 0

Space stocks ranked by market cap: $SIDU ~ 184 Million $SATL ~ 932 Million $BKSY ~ 1.11 Billion $VOYG ~ 1.53 Billion $RDW ~ 1.83 Billion $LUNR ~ 5.01 Billion $PL ~ 12.12 Billion $ASTS ~ 33.91 Billion $RKLB ~ 37.64 Billion SpaceX IPO ~ 1.75 Trillion This value gap continues to close in the next few days, weeks, and months IMO. I like #SIDU and #SATL right now.

@0xyfed @RKLBMan $SIDU has payloads reserved on future SpaceX launches.

$SATL is the one with actual SpaceX infrastructure behind it - confirmed Multiple Launch Agreement for 68 satellites, Merlin constellation, Navy ONR contracts. Not meme, just under-followed. $SIDU I'd pass on. No confirmed SpaceX operational relationship and the float mechanics don't support the narrative. $VOYG we talked about it before in your earlier post. Golden Dome + Starlab and trading well below debut highs. That's the sleeper here imo.

Looks like the names that stood out are: $RKLB / $ASTS $FLY $LUNR $MDA $SIDU $SATL I'll work on a deep dive on $SIDU and $MDA. TBH, $SIDU feels pretty memey to me. I see big accounts pumping it. I'm happy to be wrong as I dig into it. $SATL too, but I understand the business.

@RKLBMan For $SIDU : 1. Review CEO background and how government contracts are awarded. 2. Review how they supplied parts for Artemis 2 and other space ventures. 3. Zero debt, $43 million cash. 4. Review their manufacturing certifications and other hard to get certifications for space

@RKLBMan $SIDU - Zero debt and will get an outsized number for IDIQ contracts.

What's the next space stock to 5X from here?

@michaelsikand $SIDU - Up 45% today, biggest space sector potential due to CEO advantage for all government contract work.

Someone put a gun to my head. They said "make me $1M from $100K with 10 stocks". This answer saved my life. 1) $KRKNF - This subsea drone component monopoly is on the verge of revenue explosion as Anduril ramps production of its autonomous submarine fleet. $2B MC 2) $ASTS - This satelite internet play could make connectivity abundant with just a few dozen satellites, earning 90%+ gross margins on billions of customers provided by partners like AT&T and Verizon. $33B MC 3) $SOI.PA $SLOIF - This photonics monopoly down 75% supplies 95%+ of the wafers every silicon photonics chip is built on. When CPO replaces pluggable transceivers, wafer content per port quadruples. $2B MC. 4) $OPTX - This vertically integrated optics micro cap is almost certainly supplying into Anduril's $20B super solider VR program. Every NATO soldier could have one. $250M MC. 5) $BE - Has a monopoly on solid oxide fuel cells that can power data centers and factories completely independent from the grid. Already does billions in sales, lit an $ORCL site in 45 days. $37B MC. 6) $AAOI - Explosive trade on AI photonics. Guiding to a mid 2027 monthly transceiver run rate of $378M, which annualizes to $4.5B against $456M in total 2025 revenue. $7.7B MC. 7) $EQR.AX / $EQRLF - Already the largest western tungsten producer at A$147/mtu cash costs, sitting on APT has gone from $320 to nearly $3,000 and the parabola is just starting. $1B MC . 8) $OSS - Rugged edge compute for battlefields, submarines, and vehicles where you can't ship data back to the cloud. Possible Anduril link. $180M MC. 9) $NBIS - AI's AWS with $46B in contracted revenue from Meta and Microsoft against a $25B market cap, built by the guy who created Russia's $31B version of Google. $25B MC. 10) $LASR - Directed energy laser weapons mean infinite ammo at near zero cost per shot. As drone swarms become the dominant battlefield threat, the West needs a weapon that never runs out. $3.3B MC.

@sunxliao $SIDU has $0 debt and $43 million cash

@sunxliao $SIDU has so much going for it!

@TT_stocks_ Now check out $FEED. 1.1 million float with 240,000 of those locked up.

Yall realize $ANNA is a 2M float? Almost half of the float sold short at a cost to borrow of 550% One or two more weeks of trouble in the world and this can potentially make your entire year if played correctly. Very risky but why else do we play this game..

@CoachNickMoney $FEED Squeezing! No shares available to borrow.

🚀 $FEED just rocketed past resistance with massive volume 📈🔥 and an RSI that screamed momentum! 🌟📊 Bullish vibes everywhere! 🐂✨ #StockSurge #Breakout

@TigerLineTrades Broken!

$FEED WAIT FOR $2.53 BREAK!

Shorts are so trapped with this one. - Envue Medical - $FEED $2 million market cap 1.1 million float 240,000 shares locked up with insider for 5 months @TT_stocks_ @pennycheck @commonsenseplay @mikealfred

@HansKlo52217090 @hassytrades @TigerLineTrades $10 potential with a squeeze for $FEED

@hassytrades @TigerLineTrades it looks like $FEED wants higher. Maybe a lot higher…

@t7p44jxpmw $10+ for $FEED is easily in the cards with a positive earnings catalyst. This is a HUGE short squeeze potential.

$FEED extension is $4-$11 if they let this go nuts. 🥜

$FEED short squeeze! Earnings come out this Tuesday! No shares available to borrow - borrow rate over 500%! Short interest 130%! @mikealfred @kingtutcap @KobeissiLetter @timothysykes @TT_stocks_ @SpaceEquities @Ian_D_MacMillan @commonsenseplay @GothamResearch

@WallStreetApes @grok What company is providing these satellite images?

California Democrats are using satellite images to find structures on residents properties, like a shed that wasn’t authorized to be built, and then sending them bills for as much as $12,000 per day One family received a notice the would have a $900,000 lien out on their home from the county How is one California county using cannabis and grainy satellite images to extort millions from homeowners? This is Doug and Kareen Thomas — They moved to Humboldt County after their home burned down in the L.A County wildfires, and 6 days later, their dream property turned into a nightmare. The county said a letter saying this barn was built without a permit, and prior owners did use it for growing weed. So they had 10 days to demo the barn or face fines of $12,000 per day. And ignoring the letter would result in a $900,000 lien placed on their property, which could then be sold at a tax sale. — How is this possible? Well, Humboldt County is part of the Emerald Triangle. For decades, it's been a hotspot for OG growers. And after California went legal, the county wanted its cut. So they created an environmental response team to supposedly protect a sensitive ecosystem. In reality, it was used to weed out black market growers and incentivize them into the legal industry. They'd use old grainy satellite images to look for unpermitted development, like barns, greenhouses, grading, and even the removal of too many trees, because those things must mean you're growing weed. However, in Humboldt, people have developed property and lived off the land without permits for generations. But the county didn't care. They had a quota to me, 50 permit violations a week. — How are Humboldt County's actions any different than mob rule?”

$FEED will hit $5+ before April 7, 2026 - bookmark this @TT_stocks_ @OptionsBuffett @UndefinedMystic @unusual_whales @kingtutcap

@spacanpanman Now add $SIDU to your list

$BKSY $PL $SATL: 🛰️ Earth Observation Valuation Comparison

$FEED - short squeeze candidate 81% short float 417% borrow rate!