
Mroakable
6.7K posts

Mroakable
@Mroakable
just following news around the world





GM! Everyone thinking WW3 again... Not happening IMO. Seeing lots of dip buying opps today... $AMPG builds high-performance RF and signal-processing components... Front-end communications systems that are great at picking up faint signals without meaningful interference. This makes them very relevant for the space infrastructure buildout and we think they're undervalued. Guiding for over $50M revenue in 2026, with LOI for more... a LOT more than much bigger space stocks in the same theme. Renaissance Tech, thought to be the best performing hedge fund in history, also disclosed their position in their latest 13F filing. Weekly chart looks early... finally seeing a Tango diamond after a long wait. Disclosure... we do have a starter positon... do your own research... just laying out our thought process. We plan to long the space theme until just before the SpaceX IPO, in June. As for as entries, gotta enter on a red day or green day... today is a red day... NFA... easy invalidation below hourly gold zone (will keep updating the chart).


I think space rallies hard this week. This has overall been a VERY healthy correction with many charts fully reset... but some tickers are ABOVE their gold zone and far from meaningful resistance: $MNTS, $RDW, and $RKLB For those asking me about MNTS... Vigoride-7 launched on SpaceX Transporter-16 carrying 10 payloads. Vigoride-8 just completed Preliminary Design Review. NASA contract for Space Storms missions. New Space Act Agreement for in-orbit servicing. 4 catalysts in 60 days. They also wiped out their convertible debt and brought in Citadel, who owns approx 10%. Cleaner balance sheet, less dilution overhang, and a real buyer showing up. $UFO ETF (our favorite space basket) also owns all of them, reinforcing our bullish stance. We have increased our space positions... just beware of volatility as earnings are coming up... we'll update if we expect any additional turbulence. These type of tickers are rollercoasters! NFA. Enjoy the ride and have a wonderful week.

Everyone was nervous when I shared: $ASTS at $28.61 - now it's $85.61 $AXTI at $19.40 - now it's $79.54 $CIFR at $3.15 - now it's $18.89 $IREN at $7.52 - now it's $47.69 $KEEL / $BITF at $1.05 - now it's $3.03 $ONDS at $0.71 - now it's $11.35 $OPEN at $0.90 - now it's $5.50 $PL at $12.94 - now it's $39.15 $SATL at $2.20 - now it's $7.50 $SIDU at $2.20 - now it's $4.26 Feels like everyone's nervous again: $SLNH at $1.31 Watch us cook again... NFA! 🫡📈













