Jorge A.

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Jorge A.

Jorge A.

@InvestWithJorge

Finance | Personalized 1:1 Coaching / En Español También | Book Your Session: https://t.co/tNvWGeT28O

Vancouver, British Columbia Katılım Kasım 2009
231 Takip Edilen11.8K Takipçiler
Jorge A.
Jorge A.@InvestWithJorge·
SERIOUS QUESTION Are you planning to sell your $RKLB shares after SpaceX’s $SPCX IPO? This is a safe space, and no one will judge you for taking profits.
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Ryan Lind
Ryan Lind@HopeCocktails·
Hey Jorge, great thread — especially #2 on radiation-hardened components. This is exactly where $MRAM shines. Honeywell ($HON) licenses Everspin’s Toggle MRAM technology and uses it in their rad-hard solutions for satellites and aerospace. MRAM’s non-volatile memory survives cosmic radiation, power glitches, and extreme conditions while keeping critical data intact — something traditional memory can’t reliably do in orbit. That defense/aerospace exposure is a big under-the-radar tailwind for Everspin on top of the autonomy/safety story (self-driving, drones, robots), the fresh Russell 2000/3000 re-add with passive flows, tiny ~15M float, and DoD contracts. Solid specialized moat building here.
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Jorge A.
Jorge A.@InvestWithJorge·
How Military & Defense Satellites Are Made in 2026? 1. Mission Design & Requirements Classified specifications for resilience, anti-jamming, and mission-specific payloads. Tickers: $LMT · $BA · $RTX · $NOC 2. Radiation-Hardened Components Building space-grade electronics, processors, and sensors that survive extreme radiation and EMP threats. Tickers: $RTX · $HON · $LMT · $NOC 3. Bus & Platform Integration Assembling the satellite bus with secure power, propulsion, and attitude control systems. Tickers: $LMT · $BA · $RTX · $RDW 4. Payload & Sensor Integration Mounting advanced EO/IR cameras, SIGINT antennas, laser comms, and AI processing units. Tickers: $LMT · $RTX · $NOC · $HON 5. Extreme Testing & Qualification Thermal vacuum, vibration, radiation, and anti-tamper testing in secure facilities. Tickers: $LMT · $BA · $RTX · $NOC Military satellite manufacturing in 2026 is classified, ultra-reliable engineering at the highest level — producing resilient systems that provide strategic superiority in space. That’s why defense giants $LMT, $RTX, $NOC, $BA dominate this high-margin, mission-critical segment.
Jorge A. tweet media
Jorge A.@InvestWithJorge

What Kind of Satellites Exist in 2026? 10. Military & Defense: Secure comms, surveillance, high-priority missions → $NOC, $LMT, $BA 9. GEO Communications: TV broadcast, enterprise backhaul → $SES, $I, $ETL.PA 8. LEO Mega-Constellations: Global broadband, low latency → Starlink, Kuiper, $ASTS 7. Earth Observation: Imaging, climate & infrastructure data → $PL, $MAXR, $BA 6. Weather & Climate: Storm tracking & forecasting → NOAA, EUMETSAT, JAXA 5. Maritime & Aviation: Tracking ships, aircraft & assets → $IRDM, $ISAT.L, Thales Alenia Space 4. Agriculture & Resources: Crop monitoring & environmental data → Sateliot (Private), $BKY, ICEYE (Private) 3. Science & Research: Space telescopes & deep-space missions → NASA, ESA, JAXA 2. Tech Demo & Education: Small sats for testing new tech → Tyvak (Private), $SPIR, NASA CubeSat Program 1. CubeSats & NanoSats: Low-cost IoT, research & niche missions → $PL, Fleet Space (Private), GOMSpace (Private) Satellites are the hidden infrastructure powering everything from weather forecasts to global broadband.

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Jorge A.
Jorge A.@InvestWithJorge·
@MrValleStrong I’m considering selling LEAPS options on my shares.
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Jorge A.
Jorge A.@InvestWithJorge·
What would you say to this Chad if you had him in front of you right now? $RKLB
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Jorge A.
Jorge A.@InvestWithJorge·
People keep asking what the next 10x could be — and if I had to pick just one speculative bet, I’m going with $JOBY. What’s your pick?
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Akaa
Akaa@AkaaInUS·
@InvestWithJorge If not that, that interview was certainly his foray into the political world.
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Jorge A.
Jorge A.@InvestWithJorge·
Is it just me, or is Jeff Bezos running for president?
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Jorge A.
Jorge A.@InvestWithJorge·
I’m telling you now that if $RKLB hits $250 by the end of this year, SPB should do a 3-for-1 stock split.
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Jorge A.
Jorge A.@InvestWithJorge·
@WallStreetMav I was born and raised in Peru. I hope you’re having a great time. Enjoy!
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Wall Street Mav
Wall Street Mav@WallStreetMav·
I am currently in Lima, Peru drinking something called Pisco Sour. There was also a 6.2 earthquake here today while I was already deep into a 3 hour lunch. Good day so far.
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