Orlan

Trump is planning to invest billions into quantum. Pure-Play Quantum Companies $IONQ lonQ $QBTS D-Wave Quantum $RGTI Rigetti Computing $XNDU Xanadu Quantum $INFQ Infleqtion $QUBT Quantum Computing Quantum Security $ARQQ Arqit Quantum Tech Giants with Quantum Programs $NVDA Nvidia $BABA Alibaba $GOOGL Alphabet $MSFT Microsoft $IBM IBM $INTC Intel $BIDU Baidu $RTX Raytheon $HON Honeywell Quantum Computing Equipment $GFS GlobalFoundries $MRVL Marvell $COHR Coherent $RDNT RadNet $TSEM Tower Semiconductor

🟡 Se hizo oficial hace algunas semanas y ahora se confirma que por primera vez en 25 años, la regla PDT se eliminará oficialmente. ◾Preste atención, a partir del 4 de junio, el mínimo de $25,000 y el conocido "solo 3 trades en 5 días" desaparecerá definitivamente y se reemplazará por los estándares de trading intradia.

I own both $ASTS and $RKLB. I like both companies. But the SpaceX S-1 just settled a debate that some people in the space investing community have been having for months. SpaceX broke down their own TAM in their SEC filing: Space Launch: $370 billion Satellite Connectivity: $1.6 trillion Connectivity is 4x the launch TAM. By SpaceX's own math. And it shows up in their revenue. Starlink generated $11.4 billion in 2025 — roughly 61% of SpaceX's total revenue — growing nearly 50% year over year. Launch, the business Rocket Lab competes in, is the minority of SpaceX's business and shrinking as a percentage every year. SpaceX didn't name Rocket Lab as a competitor in their S-1. They named $ASTS. By name. In a legally binding federal document. Because the market that matters most in space isn't who can get things to orbit the fastest. It's who owns the connectivity layer once it gets there. Now look at the valuations. $RKLB: ~$75 billion market cap. $200M in quarterly revenue. Trading at roughly 90x forward sales. A great company executing well in a $370 billion launch TAM. $ASTS: ~$34 billion market cap. The only public pure-play in a $740 billion D2D TAM that SpaceX just validated in their own SEC filing. Launching broadband satellites next month. 98.9 Mbps already proven. All three US carriers in a JV around it. Nearly 60 MNO partners globally covering 3 billion subscribers. $1.2B in contracted revenue commitments. MDA SHIELD contract. 10 government use cases. AND the most valuable spectrum position in D2D on earth — 1,150 MHz of tunable MNO spectrum globally, 45 MHz of L-band MSS in North America secured for 80+ years, and 60 MHz of S-band priority rights worldwide. SpaceX paid $17 billion just to get 65 MHz of D2D spectrum. AST already has more than anyone. Rocket Lab is worth more than double AST right now. That's the valuation gap the SpaceX S-1 just made impossible to ignore. I'm not anti-Rocket Lab. I own it. But when SpaceX themselves tell the SEC that connectivity is 4x the launch TAM — and then name AST as their competitor in that market — the math on which stock represents the better opportunity becomes pretty clear. The market the world is building toward is broadband from space to every phone on earth. SpaceX filed the TAM. SpaceX named the competitor. $ASTS is trading at less than half of $RKLB.

El portafolio de Trump. Sin grandes misterios no?

If your looking to make generational wealth in 2026, then buy & hold these 8 names… 1. ServiceNow ~ $NOW 2. Nebius ~ $NBIS 3. Iren ~ $IREN 4. Rocket Lab ~ $RKLB 5. AST SpaceMobile ~ $ASTS 6. Microsoft ~ $MSFT 7. Ondas ~ $ONDS 8. One Stop Sys ~ $OSS

Solve this

Lo de la carne roja fresca y el cáncer es una de las mayores mentiras contadas jamás

Se despide el jugador, nace la leyenda. Antoine Griezmann dice adiós al Atlético Madrid. Se va una de las grandes glorias de su época moderna.

Price targets for the coming months: $ASTS AST SpaceMobile - $170 $RKLB Rocket Lab - $130 already hit, next up $160 $IREN Iris Energy - $105 $GLXY Galaxy Digital - $64 $CRWV CoreWeave - $312 $HOOD Robinhood - $120 $ONDS Ondas Holdings - $20 $UUUU Energy Fuels - $44 $JD JD. com - $63 $CELH Celsius Holdings - $100 $NKE Nike - $63 Most people want confirmation, but the market rewards anticipation.

Data Center Stack

$SNDK was at $40 in August....2025 And hit $1600 in May 2026. +3900% gain in 10 months But this is normal?

$ASTS (Max Pain $77 | Price $83) 👉 1.8M at $145 and BlackRock just raised their stake to $1.13B while TELUS signed a commercial agreement this week. Puts are heavy below $55 but gone above $73. Calls build from $81, hit 350k at $97, then accelerate hard from $111 through $119 where every strike crosses 800k — near-vertical from $125 all the way to $145. Price is $6 past the pin and institutional buying is running. 🎯 Squeeze in motion. $77 is our structural floor and $111 is where the ramp goes steep, $145 is the ceiling at 1.8M. Where does $ASTS end the week?

🚨 ÚLTIMA HORA: CZ ACABA DE DECIR EN CNBC: “CREO QUE VEREMOS EL SUPERCICLO CRYPTO MÁS GRANDE EN 2026.” Y OJO A ESTO 👀 EL FUNDADOR DE BINANCE DIJO QUE SOLO MANTIENE 2 TOKENS: • $BTC • $BNB CUANDO EL HOMBRE QUE CONSTRUYÓ EL EXCHANGE MÁS GRANDE DEL MUNDO SE POSICIONA ASÍ… ES POR ALGO. LA SMART MONEY YA SABE LO QUE VIENE. EL PUMP QUE SE ACERCA PODRÍA SER HISTÓRICO. 🚀

$ASTS Pull back looks complete for us with a solid hold on the 50 WMA $156 remains the next target.

Esto no puede ser más bullish para $ASTS. SpaceX va a entrar a jugar contra las operadoras móviles. El registro comercial de Starlink Mobile ya fue una declaración de intenciones. De hecho, las operadoras tienen un gran problema. La tecnología de SpaceX es simplemente mejor. Esto podría hacer perder a las MNOs muchos clientes. Aquí es donde entra $ASTS. $ASTS tiene un caracter neutral con todos sus socios, tanto es así que compartirá el 50% de los beneficios con las MNOs. Mientras SpaceX se dedique a quitarle clientes a las MNOs, $ASTS se alía con ellas. Esto hace que en el largo plazo las operadoras estén de parte de $ASTS. Además de ahorrarle todo el gasto en marketing necesario para captar clientes engordando sus márgenes.

T-Mobile just joined the $ASTS ecosystem. This stock could easily soar to over $2,000 a share and here is how. Every major US carrier is now on board. Let me show you what that actually means for the revenue math. AT&T. Verizon. T-Mobile. 500 million US subscribers combined. Plus 50+ carriers globally covering another 2.7 billion. Total addressable base: 3.2 billion existing subscribers. No new device. No new plan. The carrier flips a switch. Now here is where it gets interesting. A December 2025 GSMA survey asked global consumers if they would pay extra for satellite connectivity. 60% said yes. 56% in the US. 89% in India. That is declared demand from people already inside the $ASTS carrier network. $ASTS nets $5 per user per month on the broadband add on tier. Here is what the math looks like at two adoption scenarios on 3.2 billion subscribers. 30% adoption — half of what the survey says people are willing to pay: 960 million users. $57.6 billion in annual revenue. $1,107 per share at 15x P/S. 60% adoption — full survey demand: 1.92 billion users. $115 billion in annual revenue. $2,215 per share at 15x P/S. And that was before T-Mobile joined. AT&T, Verizon, and T-Mobile do not spend years integrating satellite infrastructure for a niche product. They are building this as a standard feature for every subscriber. The survey says 60% of the world already wants to pay for this. The carriers are ready. The satellites are launching. T-Mobile joining is not a footnote. It is the last piece of the distribution puzzle.

$ASTS tiene amantes y detractores. Soy de los primeros. Una empresa que tiene todo para ganar. Un management impecable, un modelo de negocios sólido y una catarata de casi 4.000 patentes registradas. Tiene su cuello de botella en los lanzamientos de satélites. Pero una vez que su constelación esté completa, será una verdadera máquina de hacer dinero (con márgenes sobre ventas altísimos). Lo más interesante es que el mercado la ve como la posible competidora de SpaceX, cuando la realidad es absolutamente al revés. ASTS es líder tecnológico en el sector.

Venezuela has the potential to become the country with the most Hashrate in LATAM, thanks to 7,500 MW of stranded hydroelectric energy sitting untapped in the Bajo Caroní basin. Unfortunately, Bitcoin mining hardware confiscations in Venezuela are happening again. There is a solution that would save all that economic activity, multiply it by 50, and turn Venezuela into the country with the most hashrate in Latin America. The proposal would not touch a single watt of the electricity that reaches Venezuelan homes. From @Luxor and @HashrateIndex we can measure that Venezuela currently has approximately 5 EH/s of Bitcoin mining activity. Using the Antminer S19 XP as a reference (140 TH/s, 3,010 W), that equals a consumption of between 110 and 150 MW of electricity across the entire country. In the Bajo Caroní there are 7,500 MW of stranded hydroelectric energy that cannot travel north due to the limited capacity of the 765 kV transmission line. There is 70 times more stranded energy in Guayana than all the electricity consumed by Bitcoin mining in Venezuela today. If no one uses it nearby, it gets released into the reservoir and disappears. The solution is to relocate, not confiscate. All the mining activity currently scattered across homes and warehouses could be migrated to Estado Bolívar, co-located near the Guri A and B distribution yards. With the 7,500 stranded MW and a modern fleet, Venezuela could sustain between 200 and 350 EH/s. Paraguay, the fourth largest mining country in the world, has 43 EH/s. Venezuela could surpass it by 5 to 8 times without consuming a single watt from the national grid. But there is something more important than hashrate. I propose that every industrial mining operation in the Bajo Caroní contribute 5% of the Bitcoin mined to a direct community fund for the indigenous communities of the Gran Sabana: Pemón, Ye'kwana, Akawayo. Not to the State. To them. The mechanism: global mining operators finance the construction of small run-of-river hydroelectric plants on the rivers of the Gran Sabana, proportional to the scale of their operations. Those plants give energy autonomy to indigenous communities. And the 5% in Bitcoin gives them a sovereign financial asset that cannot be confiscated, devalued, or inflated. At full scale, Venezuela would mine approximately 157 Bitcoin per day. 5% is 8 Bitcoin daily for the indigenous communities of Estado Bolívar. More than $250 million per year. That is not charity. That is market-funded equitable justice. Venezuela does not need to choose between electricity for homes and Bitcoin mining. It needs to choose between throwing water into the reservoir or turning it into hashrate, hard currency, and development for the communities of the south. OFAC General Licenses 48A and 49A are already issued. International private capital is waiting. The Venezuelan engineers who know the system are here. It is only a matter of patience. END. 🇻🇪⚡₿

I don’t think people fully understand what just happened with $ASTS and T-Mobile. Everyone is treating this like a minor partnership announcement. It is not. Let me explain why this changes everything. Before today $ASTS had AT&T and Verizon. Two of the three major US carriers. T-Mobile was the holdout. The one carrier actively working with Starlink instead. The bear case for $ASTS has always been that T-Mobile stays on Starlink and a third of the US market stays out of reach. That bear case just died. AT&T, Verizon, and T-Mobile announced a joint venture for direct-to-device satellite connectivity. All three. Together. And the CEO of $ASTS posted one thing in response. “Space-based cellular broadband to every American is coming.” And tagged all three carriers. You do not tag all three carriers if you are not the infrastructure behind all three carriers. Now think about what this actually means for the math. AT&T covers 230 million subscribers. Verizon covers 140 million. T-Mobile just added 130 million more. That is 500 million US subscribers now sitting inside the $ASTS distribution network. Every single one of them reachable without a new device, without a new plan, without any friction at all. The entire US market. Every major carrier. One satellite network. Starlink spent 5 years and 10,000 satellites fighting for every single one of their 10 million subscribers. $ASTS just got access to 500 million existing ones with the flip of a switch. This is not a partnership announcement. This is the entire US wireless industry consolidating around $ASTS as the satellite layer. People are going to look back at today as the moment the thesis became inevitable.

Todo apunta a que el lanzamiento simultáneo de 3 satélites de $ASTS va a coincidir con la salida a bolsa de SpaceX Piénsalo, La IPO más esperada y probablemente más grande de la historia poniendo el foco en el sector espacial…
 mientras $ASTS ejecuta una misión clave con un Falcon 9 que tiene un 99% de éxito histórico. El cóctel es explosivo. Dinero nuevo entrando al sector.
Medios hablando del espacio 24/7.
Retail buscando “la próxima SpaceX”. No hace falta ser Warren Buffett para ver que la acción se va a ir a máximos. Guarden este twitt.