Ricci

@MambaHarveyInc @deepvaluedude uhmmm that’s completely false. It “may pass through a single wall or space” not sure if you’ve seen any type of urban location there are many walls / foliage which would block connectivity - This isn’t replacing any cell tower network and is only going to have a rare use by case

@Ricciaced @deepvaluedude This isn’t true sir. Powerful sats plus low band spectrum can connect anywhere.

$RKLB Sir Peter Beck might be the greatest trader alive. He called a multi-year top and sold >$350M of stock. And retail is still convinced that it’s normal for a founder to cash in chips on his horse. Either the founder knows the horse is broken or thinks the rest of the world is overestimating his horse. Either way, directionally negative.

@deepvaluedude no idea how you can be so bullish on highly speculative 5g network system which won’t ever be more than a stepping stone for ISPs yet so bearish on a company with a real moat

@Ricciaced Yep. Likely never goes above $100 ever again.

@Gubloinvestor Gublo talking about Pump and dumps alright mate let’s not throw stones in glass houses

Some most famous Finx Pumped stocks. Mostly retail frenzy with no insider ownership. $ONDS 31% short float and 0.11% insider ownership. $POET 17% short float and 0.11% insider ownership. $SOFI 16% short float and 1.50% insider ownership. These 3 are somewhat most pumped stocks on X. Even insiders don’t trust it yet some random X users want you to buy them. STAY AWAY

@deepvaluedude if RKLB goes to 60 Asts is on a straight shoot to 40 champ

$RKLB headed to the $60 range this week folks.

@burak_finance considering they wernt sold at ATHs it was scheduled and the man has barley taken any profit him and his family deserve something for what he’s created

$RKLB That's a lot of shares to sell. Not a nice view.

$ONDS Well, here it is, finally.. The MASSIVE update to one of my largest pieces of work ever. All my research and DD that I've accumulated over the last 18 months for $ONDS - all in one place. All the details on $ONDS senior management, strategic partnerships, customers and investments. I hope you enjoy reading through this insane ecosystem that $ONDS has created, just as much as I enjoyed compiling it for you all. This took me a few weeks to pull together, so any likes, reposts etc. would be extremely appreciated. CC: @ive_m5 @itschrisray @bodoxstocks @YoYInvestor @retail_mourinho @moninvestor @BlackPantherCap @CeoOndas

$RKLB 🚨UPDATE on the @Peter_J_Beck sale from the Form 4 filed today. @RocketLab’s CEO who cut his own salary to $1, waived every bonus, and voluntarily cancelled 392,155 unvested RSUs; handing back approx $30M in compensation so the capital could go to R&D instead. 👀 ‼️I’m seeing a lot of misinformation spreading that’s worth correcting. Many of it produced by quick Ai regurgitations without full context. Do your own research instead of trusting lazy posts‼️ First, the sale itself: SPB did NOT sell the full 5M shares. • 3.28M shares sold of 5M authorized • 1.72M left unsold when the window closed TODAY, 07/08/26 • Sold automatically over 3 days (July 6–8) under the pre-set plan disclosed in March • Prices ran from around $101 down to $81 as the plan sold into the pullback There was no “dump at the top”. ⚠️Second, the "he only has 2.2M shares left" claims: That's a MISREAD. A Form 4 only shows COMMON stock. The 2.2M figure (1.72M in the trust + 492K personal) is just the COMMON portion. The vast majority of SPB’s stake, roughly 40M+ shares, is held as CONVERTIBLE PREFERRED STOCK. It doesn't appear on the Form 4 table. It's disclosed in his Schedule 13D filed in March: total position of 46.4M shares, 7.51% of the company. The actual math: 46.4M held-3.28M sold=43.2M remaining SPB sold approx 7% of his stake and retains 93% of his position in the company he founded. #RocketLab #PeterBeck

$KEEL imo we're going higher by EOW Friday prediction

Let’s go $KEEL save me from this slumber

@TheBigBerbowski @ren_stocks tough to hold things like AAOI my average is 168 🤦

For long term only cash is what matters. As long as these companies generate mountains of it, there's no fear. If anything, the investment thesis is even stronger than a few weeks ago. Recently, we've seen countless reports about increased capex, demand, inference growth, memory bottlenecks, price increases for both dram and nand, fab roadmap for Samsung, Micron and Sk Hynix where it's clear the supply is starting to come slowly at the end of 2028 and a bit more in 2029. We're ramping up, not slowing down.

Morgan Stanley released a memory note titled "Changing Tides" on July 6, and despite the name, I think it's one of the most bullish publications of the past week. Let me translate it for you. The scary part is that memory is hitting "peak rate of change." So the top is in, right? It's not. That's just the second derivative cooling off after a monster run. $SNDK went on almost a 1,000% run. A deep breather before it continues is healthy, and it creates a lot of opportunity. Even Morgan says it plainly: "but not the end of the cycle." Peak rate of change does not equal peak. The move slows down. The cycle keeps going. So why is it selling off? In their words, memory is "the most crowded area of the market," and people are trimming because exposure got too high to hold through the chop. Fine. Let the momentum traders be bygones and let the actual investors stay in the trade. I'm one year into the memory trade, I'm not backing down, and I'm only adding. Nobody sold because demand died. They sold because they were up huge and got nervous. Paper hands, as we call them. Positioning resets. Theses don't. Then there's the "chipflation" fear. The worry is that memory got so expensive it's squeezing the hyperscalers. Flip it. Memory is now pricey enough to change how the biggest spenders on earth behave. Memory stops being a commodity the second it has the bargaining power to dictate terms to the hyperscalers, the way NVIDIA does. That's a bottleneck flexing pricing power. One more line from the note worth pulling. Their stock preference is "where the money is being spent and bottlenecks emerging, favoring DRAM and legacy memory over NAND, while least preferred are memory module makers." For me, that just means there's room for the whole memory trade to work, not a single name. So what did MS actually say? Demand intact. Earnings compounding 35 to 40% into 2027. Agentic AI ramp coming. The only near-term risk is a crowded trade taking a breather before earnings. They handed you "why it dipped" and "why it still works" in the same paragraph. Near-term chop. Structural bull underneath. I know which one I'm positioned for. Bullish long term memory ⚡️

@retail_mourinho do you think it can drop below 10? single digits!! 🥲

This might be the best long-term entry for $ASTS. I don’t expect to see double digits again in 2027 and onward. -RM

@BULLOFBRITAIN Holding but she’s rough. As a new investor jumping in on the bandwagon at relatively high pricing this hurts port is down -15% overall 🤣

@deepvaluedude yeah the launch buisness is worth nothing. Maybe the connectivity buisness can launch itself next time? 🤣

$RKLB $ASTS Launch = worth nothing Connectivity = $2T

@techinvestoor you do relise ASTS rely on its competitors to get its constellation running? Also competitors could quite easily launch there own product

I get ETF'ing everything to make investing easier, but it's always been funny to me that people group $RKLB & $ASTS. Both have great leaders, but one has a lower margin rocket launch business while the other one has a high margin globally scalable recurring revenue model.

This is the average visual TA bro, takes a 50% 50% coinflip: If it goes the other way, they say "ABC Pattern Invalidated", should have known... If they get the coinflip right, they promote their $40/month chart. -> People drawing swiggly lines over KOSPI mean nothing where it heads. When it's primarily Samsung/SK Hynix and forward operating income growth from DRAM/NAND. -> The swiggly drawing over $SIVE, $AEHR, and others mean nothing. When it's primarily hyperscaler suppliers, thematic premiums, and volume ramp orders determining valuations. Then if something randomly goes from $1 to $60 like $AXTI, they claim they spotted it with their "Golden Egg Dragon Candle", while ignoring anything with InP substrate and otpical demand. There's rare times like these where it's a massive sector drop all together. But now the TA bros are showing up everywhere saying here's a $40 course on how they predicted it with swiggly lines.

@deepvaluedude @AbelAvellan @scottwisniews @Peter_J_Beck He doesn’t have a DD literally just shilling a company with no most and heavily reliant on its competitors

$ASTS $RKLB @AbelAvellan @scottwisniews as you’ve seen, @Peter_J_Beck has made a crucial blunder. Rocket Lab may never recover from this acquisition. Stick to your capex / opex light wholesale approach to your business and pls don’t make any stupid acquisitions like the “other” company did. You guys are in prime position to be the greatest business in the history of capitalism.

@deepvaluedude once shareholders know asts has no real launch cadence and relies heavily on other companies to launch there product including competitors they will open home to papa 😜

$ASTS Once RocketLab realizes Iridium’s tech is garbage, it deploys its L-band on AST’s satellites. Same situation with Viasat. They will all come home to papa!

@Gubloinvestor Same i’m just waiting till msft hits 100 then i will begin to dca Duhhh

Just to be clear I have nothing against $ONDS. i will start buying $ONDS at $5 and will DCA more at $3. I am willing to wait for few more months. Most probably one more major sell off and i will be able to accumulate it.