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MWM

@MWM76

Daytrader not a Professional, do not take my posts as financial advice. I play short term options for large % gains. I swing Big.

Louisville, Kentucky Katılım Nisan 2009
499 Takip Edilen10.5K Takipçiler
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MWM
MWM@MWM76·
My Best Trades of 2022 $NFLX $PYPL I din't get a full screenshot of Paypal but I sold my $146 puts at $10 and my $140's for $7.
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Rich Peter
Rich Peter@peterli34923561·
$ASTS --- $ASTS today is no longer the speculative, survival-mode company it was two years ago. The formation of a top-3 U.S. carrier JV, FCC commercial approval, 99 Mbps real-world speed tests, and $3.5B in cash prove it has crossed the technology feasibility chasm and entered full commercial execution mode. 1. The Business Thesis: A “Dimension Drop” in Communications History Traditional satellite phones require expensive, bulky dedicated devices (e.g., Iridium, Inmarsat). ASTS’s breakthrough lets billions of existing iPhones and Android phones connect directly to satellites—no ground signal needed—in deserts, oceans, or at 30,000 feet, for streaming and messaging. This is a zero-sunk-cost, global addressable market targeting billions. With 40+ global mobile operators (covering 2B+ users) already signed to MOUs, every new satellite brought online converts these users into immediate revenue streams. 2. Cash Runway & “National Team” Safety Net As of May 2026, the company holds $3.5B in cash reserves—eliminating the “cash-strapped, bankruptcy risk” narrative that haunted small-cap space stocks. Backed by Google, AT&T, Vodafone, plus U.S. government & defense contracts, ASTS is not a “PPT concept company”—it has the balance sheet and partnerships to deliver.
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
@docomo Why settle for Starlink narrowband texting when you can have broadband satellite connectivity with AST SpaceMobile?
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: 🐂 Consensus Street Estimates for Revenue and EBITDA
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MWM
MWM@MWM76·
@SkepticalBaba I think this time might be different. I am looking for Oil to collapse into driving season so that the public can forget about the oil shock heading into midterms... $USO $UCO
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MWM
MWM@MWM76·
I like $UCO puts here a lot $USO $XLE
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MWM@MWM76·
$USO not sure who saw this deal coming!
MWM@MWM76

@SkepticalBaba $USO $UCO I think this time it's serious. The Don has to take a deal, he can't keep high gas prices into summer. Iran has called his bluff and it is time to cut and run...

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MWM
MWM@MWM76·
$USO I say we head back under $100 quickly if a deal is met...
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The Kobeissi Letter
The Kobeissi Letter@KobeissiLetter·
Short interest on US stocks is at multi-year highs: Short interest in the median S&P 500 stock is up to 3.0% of market cap, the highest since 2012. This is DOUBLE the levels seen during the 2020 pandemic. By comparison, at the peak of the 2008 Financial Crisis, short interest in the median S&P 500 stock stood at 3.8%. Furthermore, short interest among the most heavily shorted 10% of S&P 500 stocks is up to 8.0% of market cap, the highest since 2018. Both metrics are now even higher than during the bear market following the 2000 Dot-Com Bubble burst. Are markets setting up for a short-squeeze?
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MWM
MWM@MWM76·
@st0nkinvest0r New all time highs, that’s all I can say!
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stonkinvestor
stonkinvestor@st0nkinvest0r·
@MWM76 Real questions are how far does it go and does space x ipo cause a correction
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Operation🅰️TM
Operation🅰️TM@OperationATM·
@MWM76 Or maybe a solid rerate and then high tight flat with less dramatic pullback due to increases tute support and liquidity. (-20-30% max)
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MWM
MWM@MWM76·
$ASTS it is time to get back to being fully focused on AST. The next 6 months could see a triple. I’m looking for $300 by years end. 2027 I believe $1000 is in the cards. The Starlink valuations are giving me extreme confidence that AST is wildly undervalued.
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MWM@MWM76·
$ASTS almost 7% in Frankfurt, I’ll take it!
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
Hey $GOOG shareholders, what’s $ASTS and why is it the largest public holding?
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Matheus Lonning
Matheus Lonning@mathlonning·
They’re going to need to open up the 200$+ strike calls for $ASTS soon. I need to roll my stuff
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CK Capital
CK Capital@CKCapitalxx·
3.3 billion people are about to get connected to the internet for the first time. And $ASTS is the company doing it. Think about what that actually means. There are still billions of people on earth who have never had reliable mobile connectivity. Remote villages. Rural communities. Developing nations without the infrastructure to support traditional cell towers. People who have been on the wrong side of the digital divide their entire lives. $ASTS does not need to build a single cell tower to reach them. Every carrier already has their existing subscribers covered. What $ASTS provides is the layer above. The satellite network that reaches every corner of the earth that terrestrial infrastructure never will. Dead zones eliminated. Oceans covered. Mountain ranges covered. Every square mile of the planet covered. AT&T. Verizon. T-Mobile. 60 operators globally. 3.3 billion existing subscribers sitting inside the network waiting for the switch to flip. No new device. No new plan. No new anything. Just coverage everywhere. The business model is the most elegant in the market. Carriers pay a wholesale fee per subscriber. $ASTS collects on every user that opts in without acquiring a single one themselves. Zero customer acquisition cost. Pure recurring infrastructure revenue. Starlink fought for 10 million subscribers one at a time over 5 years. $ASTS has 3.3 billion waiting. The satellites are launching. The carriers are ready. The switch is about to flip.
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Shay Boloor
Shay Boloor@StockSavvyShay·
The next leg of connectivity demand is bringing billions of people & devices online where fiber, towers & last-mile backhaul cannot scale economically. About 2.6 billion people still don't use the internet & 77% live in places where terrestrial telecom infrastructure doesn't work. That is the TAM that $ASTS & $SPCX Starlink are built around.
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Shay Boloor@StockSavvyShay

SpaceX will be one of the most important IPOs of my lifetime. Yes the valuation is aggressive but few companies sit directly across three massive themes at the same time in space infrastructure, global connectivity & AI compute. Three trillion-dollar themes under one ticker.

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MWM
MWM@MWM76·
Let me put it very simply, You want to buy all the F---ing $ASTS you can here...
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