Mart

@theoptionhaven @leonxtrades Can you explain

@leonxtrades This set up can go explosive tomorrow

$AVGO $445-$447 next

@insiderinvests This isn't what we call a short squeeze

Holy sh*t $SoFi short squeeze

@Ashton_1nvests 2025? We are looking for top convictions of 2026

@Jaxweah @grok Pick me mister @grok

@joecarlsonshow $NFLX & $AMZN

What stock have you bought the most in the past 30 days?

@PBInvesting Why AAPL calls though? It didn't break pre market high. Thanks for everything you do!

I swung $AAPL Calls into today and took a loss bigger then usual, I then took one day trade on $TSLA and made it back and more. +$826 on the day. When I was an unprofitable trader my losses were bigger then my wins. Now I cut my losers fast and maximize on my winning trades.

@trying_trading1 @weiglo87 @PBInvesting I didn't see it for meta today.. there was no decent retest on the pre market low. I traded SPY today

@weiglo87 @PBInvesting I think it was meta or and I traded them meta was good Today for puts

I made $3,570 today in less then 30 minutes. Now I’m done for the week! I love trading.

@moninvestor $SOFI and $META

I'm working on my top 10 stocks list for 2026. 1. $IREN 2. $ONDS 3. $HIMS 4. $CIFR 5. $FUBO 6. $SNAP 7. $ZETA 8. ??? 9. ??? 10. ??? This is the list so far. What stocks would you add? 🧐

@TravisHoium You probably know nothing about Rivian, lets speak to each other again in 2030

If Rivian $RIVN is in fact in growth mode, why do they need to do layoffs? And why do they have 15,000 employees in the first place? I continue to say, this is one of the worst run companies I've ever seen.

@ameerhussain @grok @grok please pick me mr. grok!

Hey @grok in 48 hours pick a random person from my comments to win $2500 👇 I’ll show proof like I always do 🧾

@MapleStax Trade

I’ve made over $100,000 in just 3 months using my custom CBC strategy. Now I turned it into a FREE TradingView indicator that tells you exactly when to buy and sell—no guesswork. I’ve been testing it for months, and it’s been printing. 📈 Like + Comment “Trade” - I’ll DM it to you. (Must be following to DM) $SPY $SPX

@Ashton_1nvests Best investor is a dead investor

Winners run. That’s their job. Let them.

WHAT’S ACTUALLY HAPPENING WITH $ASTS THIS SUMMER? Here’s the simplest way to say it: we’re watching the beginning of the third layer of global connectivity take shape -- right now, in real time. And if Block 2 launches as planned this July, everything changes. Not because AST SpaceMobile is the first company to put satellites in low-Earth orbit. And not because it’s chasing consumer broadband like Starlink or building a new phone. It’s because they’re doing something far more ambitious -- and far more subtle. They’re building the infrastructure layer above the infrastructure. A fully integrated satellite network that plugs directly into your unmodified smartphone and rides on the spectrum of the world’s biggest telecoms. No antennas. No dishes. No behavior change. Just mobile broadband, everywhere your carrier doesn’t reach. That’s not a new product. That’s a new architecture. And once you understand that, you understand why this isn’t some moonshot idea. It’s the logical next step in the evolution of mobile networks. Carriers have already hit the limit of what terrestrial infrastructure can do. Towers are expensive. Geography is brutal. Rural deployment doesn’t pay. And disaster response? Infrastructure breaks. That’s where ASTS comes in -- not as a competitor, but as a critical extension layer that lives above the grid and fills every gap below it. That’s why $T, $VZ, Vodafone & Rakuten are partners -- not just in name, but in spectrum, billing, and product. They’re not selling AST’s service. They are the service. The phone connects when it loses signal, hands off to space, and you don’t even know it happened. It’s built into the SIM, the bill, the plan. That’s why AST doesn’t have churn. It doesn’t need users to switch anything. It just rides the rails that already exist. This is what makes the business model so powerful. ASTS isn’t building a D2C pipe. It’s building embedded infrastructure, layered into the mobile ecosystem globally. Think roaming revenue, defense contracts, gateway deals, enterprise modules -- all flowing through a software-defined satellite mesh that just needs scale to become self-reinforcing. And we’re on the brink of that scale now. They’ve already proven the tech. Full broadband video calls on unmodified smartphones. In the U.S., Japan, Europe. This isn’t concept-stage anymore. It’s working. The bottleneck now is not capability -- it’s cadence. Block 2 satellites, 10x the power of Block 1, are about to launch. The first goes up in July. Five launches are scheduled over the next 6–9 months. If July sticks -- if deployment is smooth, signal fidelity holds, thermals stabilize -- then it’s game on. Six satellites a month. Hardware for 50 already in production. A supply chain that’s 95% vertically integrated. ASIC chips validated. Spectrum secured. Capital raised. Regulatory groundwork laid. This isn’t a maybe. It’s a fuse. But space is still space. And this July launch isn’t just a milestone. It’s the hinge point. One glitch -- a failed deployment, a structural wobble, a signal blackout -- and the whole schedule slips. And if cadence slips, commercialization stalls. This summer is the test. Because if the launch goes well, AST becomes the default roaming layer for the parts of Earth networks can’t reach. If it fails, they’re back to the clock -- and the market doesn’t wait. Still, look at the setup. Government demand is already here. Six U.S. contracts, including a $20M DIU deal and a $43M award from the Space Development Agency. AST isn’t just a telco play. It’s dual-use infrastructure. National security sees it. Carriers see it. And once Block 2 flies, the market will too. That’s why this summer matters. Because it’s no longer about ambition. It’s about execution. And if they pull it off, you won’t just be looking at a new line of revenue -- you’ll be looking at a new leg of global infrastructure. A $8B company becomes a $50B+ system.

Overall felt it was a positive earnings call for $asts. Let’s first address the elephant in the room: 500 million ATM- was this ideal or expected? Not really, but key is to listen to the language of management. It’s not their priority to use it, but they want to have the flexibility to move as fast as they can. They are still going to harvest revenue from gateways, MNO prepayments, EXIM funding(if they get that in latter half of 2025). It’s been pretty clear that management wants to move at breakneck speed and the last thing you want is to have concerns about funding to slow that down. Or being hampered by the macro due to tarrifs. I’d prefer they address this now, have that optionality, instead of dropping it after a successful block 2 launch and then tanking the stock price. Now that’s out of the way, how about the positives? 1) Reiteration of acceleration of business 2) Reiteration of launch guidance 3) Satellite manufacturing increased to 6 sats/month 4) New Contract with DIU 5) High probability of ast being selected as a prime contractor for golden dome 6) Increase now to 6 active on-going government contracts/projects 7) Guidance of 50-75 million revenue on backend of 2025 8) Hints of MNO service by early 2026 One of the most important factors coming into the conference call was launch guidance. The fact that they’re still on track/increased guidance to 1 launch every 2 months(last earnings call they guided 1 in every 3 months) is what you want to see, because this sets up the company for the rest of the year. Management is guiding 50-75 million revenue for back half of 2025, but I believe they’re completely low-balling/being ultra conservative. Remember, this number is based on a constellation of BW3 and 5 block 1 blue birds. What realistically could they guide if they carry out their launch cadence that was reaffirmed today? If you look back, BW3 got them~1-2 million dollar contract. After block 1, when the constellation capacity increased by 50 fold, they were thrown a 43 million contract by SDA and now 20 million by DIU. With the current launch cadence, they will get 10-20 block 2 blue birds up by end of 2025. Each block 2 blue bird has 10x capacity of a block 1, so constellation capacity by the end of year will increase another 20-40 fold. This is not a static situation; the constellation at that point is a whole different animal. If history serves as a marker, and you extrapolate figures off the new capacity, then these 6 active government contracts now turn into hundreds of millions each. At Q4 2025 conference call, don’t be shocked if that revenue number balloons 5-10 fold instead and they completely throw the 50-75 million to the side. Additonally, this does not even count for a contract for golden dome, which will be worth billions at this stage. At this point, by end of 2025/early 2026 based off everything we have from military side ast could become cash flow positive. And this is before commercial service starts, or the monstrous third layer of commercial of IOT(which AST will have even more opportunities to build off after getting the contract with DIU-look at the other firms brought on in the past such as AWS, Microsoft, and google). There’s a reason Abel said the company is at an inflection point- we’re at the start of it going into hypergrowth mode. While the ATM might suppress the stock price for a short-term period, the ramp up has just begun. Once the launch campaign starts, it will be very difficult for shorts to contain the stock because of the implications, for both the US military and MNO’s, as the constellation develops rapidly.

@joecarlsonshow Bought puts on Palantir, those valuations are crazy.

Palantir $PLTR is now a larger market cap than Salesforce. $CRM Salesforce currently makes 4x the amount of free cash flow that Palantir makes in revenue. Based on the current math, Salesforce will have a higher return than Palantir over the next 5 years if it grows free cash flow per share by 10%, and has a 4% yield, than if Palantir grows free cash flow per share by 50% and has a 2% yield. What do you think is a better buy today?

businesswire.com/news/home/2025… Mercantil Banco's parent company also has a bank in Switzerland, interesting. Mercantil Servicios Financieros Internacional, which includes Mercantil Banco, was reported to have 5 million clients. $SOFI

There seems to be a new AST app available but unfortunately not in Europe. I have spoken to some people who were able to install the app and everything seems to work fine. $ASTS 🚀🚀

I'm really looking forward to $ASTS earnings, especially if everything goes according to plan regarding the launches. pcmag.com/news/starlink-…

🚨 $ASTS 😇 LIKELY HALO WIN🚨 🎯 $ASTS TO LAUNCH TWO 5.8T SATELLITES. LIKELY DOD HALO SATS. 😇GOLDEN DOME PATHFINDERS 👀 🚀 LAUNCH GUIDANCE REMAINS JUNE BEATING EXPECTATIONS 🆙 NEXT 240 SATELLITES EXTRA THRUSTER AND 1.67T LIGHTER ORBITAL RAISE FEATURE UNLOCK 🔓 CATSE: ”WOW!”

I don't know who saw the video,but im very bullish about $ASTS there was an explanation about a presentation for defense and how AST can serve them with their solutions. I was already aware of this but after reading this I am even more certain that AST SpaceMobile will receive large government contracts! $ASTS 🚀🚀