Pum🅰️djin

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Pum🅰️djin

Pum🅰️djin

@Leeyuenlong

Hawaii, USA Katılım Ekim 2015
1.1K Takip Edilen186 Takipçiler
Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@itsmichaelluu @SuperLuckeee SpaceX IPOs is at x 100 P/Sales. (vs Apple IPO”d at x 15 P/Sales for comparison) Is the valuation a bit excessive and outrageous?
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Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
$NVDA is up 500,000% since its IPO in 1999. $10,000 would be $50M doing nothing all but holding. SPACEX, OPENAI, ANTHROPIC are all going public now. Here's how I'm playing each one and why: • SPACEX $SPCX (BUY & HOLD for 100x) Real hardware, real revenue, real moat rockets + Starlink = untouchable infrastructure play. SpaceX generates actual cash flow from launch contracts and Starlink subscriptions globally. The Starlink TAM alone could exceed its current valuation within a decade this is a buy-and-forget position. • OPENAI (SHORT to $0 until proven profitable) Burning billions with no moat every Big Tech giant is replicating its models for free. OpenAI has no durable competitive advantage $GOOG, $META, and $AMZN are shipping comparable models at zero marginal cost to users. A $1T valuation on a product that commoditizes by design is a short waiting to happen. • ANTHROPIC (WAIT AND SEE, but most likely a buy) Best AI safety narrative and enterprise traction, but valuation needs a hard reset first. Anthropic has genuine differentiation in safety-focused AI and growing enterprise adoption through $AMZN, but at a $1T private valuation there's no margin of safety. Watch for IPO pricing before sizing in.
Michael | Hypermarkets tweet media
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@ConnorJBates_ The issue is that when indexes are down .5%, high beta names are down a lot...which is why we worry about the news :)
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Connor Bates
Connor Bates@ConnorJBates_·
25bps downtick and the whole market is frantically searching for 'news' The market is allowed to breathe occasionally. I know, wildly non-consensus take.
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@ThierryBorgeat I'm always amazed to see this kind of comparison with the dot-com bubble. Are people aware that the demand for microprocessors and computing power far exceeds the supply, and that the forward PE ratio of these manufacturers is ridiculously low?
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Thierry from arvy 🇨🇭
Thierry from arvy 🇨🇭@ThierryBorgeat·
Déjà vu? Did you know that Micron did exactly the same thing during the dot-com boom and then saw its stock price drop by 99%?
Thierry from arvy 🇨🇭 tweet media
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@Defiantclient2 How about the earnings next week? With fewer satellites than initially scheduled that will probably contribute to lower revenue?
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Kevin Chen
Kevin Chen@Defiantclient2·
$ASTS: 🚨RAKUTEN SALES ARE COMPLETE Final-fucking-ly. See latest 13D linked below. Remaining shares: 15,510,078 (5.3% of Class A Common Stock outstanding as of February 26, 2026) Date: April 27, 2026 Transaction: Sale Number of Shares: 400,000 Average Price Per Share: $76.3098 Date: April 28, 2026 Transaction: Sale Number of Shares: 430,000 Average Price Per Share: $73.9463 Date: April 29, 2026 Transaction: Sale Number of Shares: 70,500 Average Price Per Share: $70.3395 Date: April 30, 2026 Transaction: Sale Number of Shares: 1,800,000 Average Price Per Share: $73.2644 Date: May 1, 2026 Transaction: Sale Number of Shares: 870,000 Average Price Per Share: $72.0739 Date: May 4, 2026 Transaction: Sale Number of Shares: 970,000 Average Price Per Share: $69.2240 Date: May 5, 2026 Transaction: Sale Number of Shares: 969,577 Average Price Per Share: $65.3255 sec.gov/Archives/edgar…
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@CKCapitalxx ..and yet the share pulled back 7%. Why do people keep shorting or selling despite these news is simply beyond me
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CK Capital
CK Capital@CKCapitalxx·
Two of the biggest catalysts in $ASTS history just dropped within 24 hours of each other. First. FCC DA 26-391. Full commercial authorization granted. 248 satellites approved. Supplemental Coverage from Space. Direct-to-cell operations. All of it. The regulatory overhang that has been hanging over this company for years is officially gone. Second. The FirstNet spectrum lease status just changed from pending to granted. 700MHz public safety broadband. The entire US first responder network. Police. Fire. EMS. Military. Direct from space to their devices. Estimated contract value $500 million to $1 billion annually. Recurring government revenue that never goes away. And the formal announcement has not even happened yet. Both of these dropped this week. Now look at what is still ahead. SpaceX Falcon 9 batch launches coming. BlueBirds 8, 9, and 10 ship in 30 days. Every one to two months after that until 45 to 60 satellites are in orbit. Commercial service activates at 25 satellites. Carriers start billing 3 billion subscribers. Revenue inflects toward $1 billion in 2027. Analyst coverage initiations from Goldman, Citi, Morgan Stanley incoming now that FCC is done. AT&T definitive commercial agreement converting $1.2 billion in commitments into a fully executed deal. Q1 earnings May 18. First call with both grants in hand. The two biggest regulatory unlocks in company history just happened in the same week. Everything from here is execution.
CK Capital tweet media
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@CKCapitalxx Avex entry at 36$ was not a good idea...consolidating and going further down
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Valdo
Valdo@reachvaldo·
it's criminal that more people aren't making $10K/month with Claude. this is simpler than you think. like + reply "CM" and i'll DM you my full step-by-step guide for free. (includes every personal prompt i use daily) follow so i can send it.
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Manu Sisti
Manu Sisti@Manu_Sisti·
I’m shocked more people aren’t making $10,000/month with Claude. It’s simple. I shared it with a single mom... she now makes $4,000/month working 1 hour/day. Usually, I'd charge $199 for this, but today I'm giving it away 100% FREE (Claude prompts included) Like + comment 'Claude' & I'll DM it to you Must follow me to get DM. FREE for 48 hrs only.
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Kshitij Mishra | AI & Tech
Kshitij Mishra | AI & Tech@DAIEvolutionHub·
This is insane 😳 Most people are just using AI tools Very few actually understand how they work So I collected Stanford’s complete LLM curriculum and turned it into a step-by-step learning path Worth over $500 Giving it away free for the first 4,500 people Transformers → Training → Alignment → Agents → Evaluation Study this once and you’ll stop guessing with prompts and start thinking like a real AI engineer How to get it: Follow must (so i can dm you) Rt and comment 'LLM'
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Manu Sisti
Manu Sisti@Manu_Sisti·
Claude + laptop + internet connection + 60 mins a day = $7,200 per month How? AI Publishing. I normally charge $197 for this guide, but today it's 100% FREE. Like + Comment 'Send' and I'll send you 6+hour of tutorial for FREE. Must follow me to get guide in DM. FREE for next 48 hours only!
Manu Sisti tweet media
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Alfie Carter
Alfie Carter@AlfieJCarter·
I put the entire Claude Code GTM Engineering Playbook into ONE Notion doc. 8 sections. No fluff. - How to get set up correctly from day one: Pro plan, terminal install across Mac, Linux, and Windows, GUI install via Antigravity or VS Code, and bypass permissions mode - What to put in your project brain file, what to leave out, and how to get Claude to update it automatically when it keeps making the same mistake - How to run plan mode step by step and when to skip it for simple tasks - How to build a skill file from scratch, fix one that keeps failing, and install 5 GTM skills worth building first: lead scraping, email labeling, proposal generation, outbound sequence writing, and client onboarding - MCP install process, token cost checks after every install, the best MCPs for GTM work, and how to cut token usage by 50 to 100x by converting MCPs into skills - Sub-agents and agent teams: the 3 cases where they earn their cost, reliability math for parallel runs, and how to enable parallel variant exploration - What is eating your context before you type anything, how to use /compact and /clear correctly, and model selection for parent vs sub-agents - Modal deployment: any skill as a live URL in under 2 minutes, form interface setup, and connection to n8n, Make, or Zapier This is the setup I would have KILLED for before spending months piecing together how to actually get productive in Claude Code from documentation, YouTube tutorials, and scattered GitHub threads. Like + comment "CODE" and I'll send it over (must be connected for priority access)
Alfie Carter tweet media
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Pum🅰️djin
Pum🅰️djin@Leeyuenlong·
@DarioCpx Yea...my point was that 6.5 $ for a strawberry doesn't feel much different for whatever price is the fresh parma ham in the same shop sir
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JustDario
JustDario@DarioCpx·
@Leeyuenlong The average HK guy doesn’t look for freshly cut Parma ham sir 🥲
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JustDario
JustDario@DarioCpx·
~6.5$ for a single strawberry is something my brain will never comprehend
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Cantonese Cat 🐱🐈
Cantonese Cat 🐱🐈@cantonmeow·
Today was a 6 figure loss day for meow 🐱. But I think better days are likely ahead of us.
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Michael Batnick
Michael Batnick@michaelbatnick·
Wild market. We haven't seen anything like this since the dotcom bubble burst. Over the last 8 sessions, 115 stocks in the S&P 500 have decline 7% or more in a single day. The average drawdown when that happens is 34%. Right now we're 1.5% below the all-time high.
Michael Batnick tweet media
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS To Andres Coello, If you’re working with hedge funds that are short this stock, get ready for me to end your career. @SECGov @FCC This is your 3rd rating change since October and 4th since June? Zero credibility and way out of the norm. I’m coming for you, you fraud.
Wall St Engine@wallstengine

Scotiabank Downgrades $ASTS to Sector Underperform from Sector Perform, PT $45.60 Analyst comments: "Without yet a single retail customer and faced with the challenge of orbiting ~50 satellites to achieve continuous service in a handful of markets in late 2026 or early 2027, ASTS’s share price at $97.60/share has once again overshot to what we see as irrational levels (market cap of $37B). Evidence of slow user adoption in the U.S. and Japan, modest ARPUs, and high capex (including duplicated satellites for new frequencies) means investors may have to wait until 2028 or 2029 for tangible equity free cashas flow (EFCF) generation. Meanwhile, Starlink’s accelerated fixed growth and global brand recognition means ASTS competes with a leader that already has, in terms of revenues, the equivalent of 340 million global direct-to-consumer (DTC) users (~680 million by the time ASTS launches in select markets). While it has been an ordeal for ASTS to launch seven satellites since 2017, in 2025 alone Starlink orbited 3,169 units. We disagree with those seeing ASTS as a meme stock; the technology remains highly disruptive and has potential for dual use. But we also disagree with those dismissing ASTS’s multi-year delays and Starlink’s unstoppable growth. The middle-ground scenario points to a valuation range between $45/share and $55/share. Sell." Analyst: Andres Coello

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Asaf Naamani
Asaf Naamani@AsafNaamani·
$ASTS | MUST WATCH Daily Chart - Zoomed-In. MY DBI INDICATOR is proving highly ACCURATE, with price reacting to it perfectly. Now: We want to see price clear the DBI level. Clear = confirms another add to my position. Reject = opens the door for a pullback This is a critical decision zone TO WATCH - price action here matters.
Asaf Naamani tweet media
Asaf Naamani@AsafNaamani

$ASTS | +43% Gain so far. BUT price is about to approach MY DBI INDICATOR - which may act as resistance if it does not clear it. Price will stop there anyway. Let's watch the price action.

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