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@SkipperSwe7980

Katılım Nisan 2023
1.4K Takip Edilen401 Takipçiler
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PureCycleTech
PureCycleTech@PureCycleTech·
Always great to see the amazing work of the PureCycle team and our circularity partners spotlighted! Check the article below from @packagingdive to see how PureCycle is helping brands achieve their sustainability goals. packagingdive.com/news/packaging…
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C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Drag data on the three $ASTS BLUEBIRD satellites (launched June 17) shows they have already achieved successful detumble and orbital stabilization. Very good look!👀
C🅰️tSE tweet mediaC🅰️tSE tweet media
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Kevin Chen
Kevin Chen@Defiantclient2·
$ASTS $VOD: AST + Vodafone + Airbus 🤝 "The deal will allow Vodafone to offer emergency services and business customers a bundled mission-critical package. It combines Vodafone’s MCx service, which prioritises calls, messages and data over 4G and 5G, and future direct-to-device (D2D) mobile broadband satellite services, with Airbus’s cloud-based or on-premise communication solution and RugGear’s rugged devices for users working in mission and business critical areas." h/t: @DaMadMonk_
Andy Linham@Andy1L

Connectivity, secure apps and rugged devices together. @VodafoneGroup, RugGear and @Airbus are evolving mission‑critical communications across Europe. Learn more: bit.ly/4vpYSZe

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NightHawk Capital
NightHawk Capital@NighthawkTradez·
Big port is up 6 yachts today.
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SkipIntro. 🅰️
SkipIntro. 🅰️@SkipperSwe7980·
@PhotonBull My biggest concerns were: stacking and manufacturing. Both seem to be resolved. Up we go!
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PhotonBull
PhotonBull@PhotonBull·
My current view on $ASTS AST SpaceMobile: $ASTS is my core space holding and the purest direct to device bet I own, building a constellation that connects ordinary phones straight to satellites with no special hardware. The stock has been a good and volatile performer over the past year but it just pulled back hard, sitting around $80, down roughly 40 percent from its May all time high near $133 and still down 3% YTD. Here is why I think the performance has weakened recently: - The space group got hit with broad profit taking after the SpaceX IPO. - Worries about not being able to stack satellites, launch on a Falcon 9 or manufacture batches fast enough. - Then there are also the short/hedge dynamics of SpaceX holders, who are probably shorting a space basket to secure unrealized SpaceX gains. And here is why I think $ASTS might be a good entry to pick up at this price and time: - The first batch concern just got answered, because BlueBird 8, 9 and 10 launched successfully on a Falcon 9 on June 17 - The second batch is right behind it and about to be shipped soon, with BlueBird 11 onward in advanced production and arrays already built well past BB28, targeting around 45 satellites in orbit by year end. - They hold FCC commercial authorization, nearly 60 carrier partners including AT&T, Verizon and Vodafone, over $1.2B in contracted commitments, and roughly $3.5B in cash to fund the buildout. They previously stated in an earnings call that they expect no more dilution. - The value of their IP and spectrum rights is incredible. This, and the network of partners is why I think the downside is minimal here. - As the SpaceX IPO lockup period ends, I am expecting those insiders to cash out and unwind their short space basket hedges. This should provide a lot of buying pressure on $ASTS - Japan is looking to fund $1B for a D2D constellation, if $ASTS wins this it could be huge for them Disclosure: I am long $ASTS and this is not financial advice
PhotonBull@PhotonBull

Some of my favorite names are currently underperforming for different reasons that are not bad fundamentals and that is exactly why I am interested. $ASTS is AST SpaceMobile, building the first space based cellular broadband network designed to connect ordinary smartphones directly to satellites with no special hardware. The BlueBird constellation aims to deliver true direct to device coverage across dead zones worldwide, with carrier partnerships already in place. The weakness is mechanical not fundamental. Since the SpaceX IPO, space names have been bundled into a basket that insiders are shorting to lock in gains, and ASTS gets dragged down with the group regardless of its own progress. That dislocation is the opportunity. $AAOI is Applied Optoelectronics, a vertically integrated maker of optical transceivers and networking components for hyperscale data centers, cable broadband, and telecom. As AI buildouts push bandwidth demand higher, its optics sit directly in the path of that spend. The overhang here is the roughly 600M ATM facility weighing on the stock as the market braces for dilution. That pressure should clear once the raise runs its course, and I expect the supply side drag to be largely finished soon, leaving the fundamentals to reassert. $ONDS, $KRKNF / $PNG.V and $EOS.AX span autonomous drone platforms, marine robotics and directed energy counter UAS systems, three corners of a defense complex being rearmed for a more contested world. Each occupies a real niche rather than chasing a crowded category. Defense simply is not a hot sector for capital right now, which is precisely why these are cheap. The fundamentals are sound and the positioning is strong for where spending is headed, so the patience tax today looks like a discount rather than a warning. I see all of those as very attractive entries here Will revisit in a month

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RocketMan
RocketMan@RKLBMan·
$RKLB $LUNR $PL $RDW $FLY all showing good strength to rebound today. $ASTS struggling a bit lately more than the others.
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
$ASTS weekly: closed down for the 3rd consecutive week near key moving average support and the 2nd lowest reading in CADO (chaikin accumulation distribution oscillator) raising the odds of a reversal in coming sessions *NFA
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Tut C🅰️pital
Tut C🅰️pital@kingtutcap·
Unseen, unheard, but always near, still loved, still missed, and very dear ❤️
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Parkash Heerani
Parkash Heerani@HeeraniPK·
$ASTS is officially below 200MA. Anyone who was waiting for the pullback, you have got it.
Parkash Heerani tweet media
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Ch🅰️rtradamus 🔋
Ch🅰️rtradamus 🔋@Chartradamus·
$ASTS 🛰️ LINE IN THE SAND Primary Wave 3 PT = $225+ 🟢 Barring Invalidation As mentioned a couple days ago, $ASTS has now arrived to its W2 .786 Fib ($78), sharing confluence with the Daily BOB ($70-$77) and .618 Log Fib ($77). Although structure is cutting through the Daily 200MA ($80), the support above alongside the Weekly 50MA ($75) and Log DT Channel .75 Pivot ($75) sit below. The lowest level for a technical higher low is $71 at this time, the W2 .886 Fib. Not fond of using this often, but it has worked in the past. Thus, slicing through $71 would be the RED FLAG that indicates onset of a C-Wave of LT Wave 4, a move that would facilitate either a double bottom or lower low in the $50-$60s. The stock is now stretching towards extreme retracements for Wave 2 that are testing its viability to claim a new uptrend. Essentially, it is reaching the line in the sand. It needs to reverse course ASAP in my eyes. Considering the depth of this pullback and the corresponding move measured for the oncoming Wave 3, I've decided to take the safe approach and mark the current structure as a Primary Wave structure rather than a Minor Wave one. It'll offer simpler analysis moving forward. This changes the LT outlook to $260+ as Base Case. Of course, this only stands if the stock successfully forms its higher low here to nullify a C-Wave of LT Wave 4.
Ch🅰️rtradamus 🔋 tweet media
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AST SpaceMobile
AST SpaceMobile@AST_SpaceMobile·
A milestone worth lighting up New York City.🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀 BlueBirds 8, 9, and 10, the largest commercial communications arrays ever in LEO, are now successfully orbiting Earth. #ASTSpaceMobile #ConnectingTheUnconnected #Nasdaq
AST SpaceMobile tweet media
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Retail Mourinho
Retail Mourinho@retail_mourinho·
This is a test for your mental framework $ASTS $ONDS
Retail Mourinho tweet mediaRetail Mourinho tweet media
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SkipIntro. 🅰️
SkipIntro. 🅰️@SkipperSwe7980·
@EndicottInvests @daniel_koss Agreed. I believe he is now 100% cash. He also mentioned that he is ok with buying back in higher. From my understanding he has a tax advantage in his country so not as big of a deal as it would be in USA.
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Nate Endicott
Nate Endicott@EndicottInvests·
@SkipperSwe7980 @daniel_koss Oh it was 100%? He’s done this before to where he might find better *near term* opportunities. It should never change someone else conviction; to each their own
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Nate Endicott
Nate Endicott@EndicottInvests·
Why is everyone mad at @daniel_koss for selling SOME $NBIS?? we don’t even know the exact percentage He has done this multiple times before and relatively effectively Don’t get the hate lol.
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Peter LINDM🅰️RK
Peter LINDM🅰️RK@peterlindmark·
$ASTS | VodafoneThree | Satellite Connect Europe | @AST_SpaceMobile Maria Koutsoudakis, Chief Brand Officer @VodafoneThreeUK: 《Today we launched our “Nation's Biggest Network” campaign. But this isn’t just a campaign — it’s a commitment. A commitment to invest £11bn in building the network this country needs and deserves. A belief that this small island can continue to achieve incredible things. And an invitation for everyone across the UK to go do, be and achieve their best. In a world that often feels uncertain, we wanted to put something out there that brings a bit of optimism — with a touch of humour and humanity. From the first text to the first phone call, Vodafone has been connecting the nation since 1984. And now, with merger of Three, The Nation’s Network is bigger, stronger — and only going one way.》
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REDRUM 🅰️
REDRUM 🅰️@redrum_2001·
$ASTS - Bluebirds are about to get famous. TV advert from the UK. "The Nation’s biggest network keeps getting better | Vodafone UK"
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