Awanish Ranjan

@netprofitpro Please post after you buy. I will buy it too.

I’ll buy $HIMS when it hits $12

@netprofitpro Perhaps more than I need to.

How many times a day do you check your portfolio?

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@SJosephBurns Dem fund raiser, maybe

With Jerome Powell officially leaving the Federal Reserve after 8 years, what job is he most qualified for now?

SpaceX IPO Beneficiaries Cheat Sheet Satellite Communication & Operations • AST SpaceMobile $ASTS develops satellites that connect directly to normal smartphones for global cellular coverage. • Planet Labs $PL operates Earth-imaging satellites that provide geospatial data and analytics. • Globalstar $GSAT provides satellite communication, tracking, and emergency connectivity services. • Spire Global $SPIR runs nanosatellites that collect aviation, maritime, and weather data. • Amazon $AMZN is building Project Kuiper, a global satellite broadband internet network. • Viasat $VSAT provides satellite internet, defense communications, and in-flight connectivity. Spacecraft & Launch Systems • Redwire $RDW builds space infrastructure, spacecraft components, and orbital manufacturing systems. • Rocket Lab $RKLB develops rockets, satellites, and end-to-end space launch services. • Lockheed Martin $LMT manufactures military satellites, spacecraft, missiles, and defense systems. • Kratos Defense $KTOS develops defense drones, satellite systems, and military technologies. • Firefly Aerospace $FLY builds launch vehicles, lunar spacecraft, and orbital transport systems. • Intuitive Machines $LUNR develops lunar landers and space exploration infrastructure for NASA missions. Specialty Materials • Carpenter Technology $CRS produces specialty alloys and metals used in aerospace and defense. • ATI Inc $ATI manufactures advanced titanium and nickel-based materials for aerospace systems. • Materion $MTRN develops engineered materials and precision coatings for aerospace electronics. • Corning $GLW produces advanced glass, ceramics, and optical materials for high-tech industries. • Park Aerospace $PKE makes composite materials used in aircraft and space structures. Propulsion Systems & Fuel • Linde $LIN supplies industrial gases used in rocket propulsion and semiconductor manufacturing. • Air Products & Chemicals $APD provides hydrogen and industrial gases for aerospace and energy systems. • NewMarket $NEU develops specialty chemical additives used in fuels and lubricants. Electronics & Semis • Nvidia $NVDA designs AI GPUs and computing hardware used in data centers and autonomous systems. • Broadcom $AVGO develops networking, wireless, and semiconductor infrastructure technologies. • Coherent $COHR manufactures lasers and photonics systems for aerospace, industrial, and telecom markets. • Lumentum $LITE develops optical and photonic components for networking and communication systems.

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What Happened in Space This Week • Earnings: $SATS $ASTS $SATL $KRMN $GILT $SPIR $LUNR $SPCE $YSS $SIDU • @SpaceX Picks Nasdaq, $SPCX and 6/12 IPO • @BlueOrigin Weighing Outside Funding Round • AT&T, Verizon & T-Mobile Partner in Rare JV • $GOOGL Talks with SpaceX for ODC Launch Deal • @VardaSpace to Collaborate with $UTHR • $IRDM to Acquire Remaining 61% of @AireonLLC • @AndurilTech $5B Series H • @CowboySpace $275M Series B • @StarCatcherInd $65M Series A

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Socialism…

@Gfilche @TeslaBoomerMama @Tesla @SpaceX Do you think it takes extra time to convince 2 boards to convince on one direction? Imagine hearding a crowd of cats in one direction - that's what it would be like and that's what Elon/mgmt would face to get things done on a convergence path. Both companies would underperfrom

@TeslaBoomerMama @Tesla @SpaceX What governance improvements?

If @Tesla & @SpaceX merge, there will be a very intense shareholder vote to get this approved Here's my 2 cents & how I'm voting. Yes. Whatever Elon & management say is fair, is a yes from me. Why? Tesla & SpaceX are valued at roughly $1.5T & $1.75T respectively. If SpaceX buys Tesla (makes sense because of Elon's dual voting class shares), maybe they do it a ~20% premium to $1.5T and make it a 50/50 merger of equals. Tesla shareholders will complain about not getting compensated for @robotaxi success, @Tesla_Optimus, etc ... But the truth is, both companies are very similar in size with parrelel upside trajectories. Additionally, they are joined at the hip with Elon leading them both and the Terafab project. Tesla is a ~$100B revenue run-rate, barely growing, valued at nearly 20X sales in this merger... extremely high for a low gross margin company. Giving $TSLA arguably ~$1T of value based on future product lines that aren't material yet SpaceX is a $25B revenue run-rate company with @Starlink already 0 to 1 poised to hit a $30-40B revenue run-rate in the next 18 months. With MUCH HIGHER profitability than Tesla's current business. That means even thought Tesla has 4X the revenue of SpaceX, it's profitability is actually equal in size. When I look at the intrinsic earnings power ($15B of operating cashflow/yr) of Tesla & SpaceX they are actually very similar. With each of them spending all their operating cash flow and more on CAPEX for future projects (including @Xai in SpaceX). Each getting a very aggressive valuation based on future growth prospects. It's almost impossible to predict how the earnings/cashflow will evolve. Especially because a lot of it depends on accounting and how the Terafab/Optimi in Space is structured. Long story short, it's very complicated, and millions of hot take articles will be written about it ... but all in all, a merger of equals, or roughly that, looks fair to me. Another kicker to consider and why I'm voting yes. I trust Elon to do right by shareholders. $TSLA is up 34,687% since it's 2010 IPO, not bad. Tesla has a management team with a track record of making crazy ambitious goals and executing. They're vision for an intergalactic future gets even grander as a combined entity with SpaceX. Let them cook. Full disclaimer I'm a $TSLA & SpaceX investor.

@netprofitpro Wising you lots of luck!

@netprofitpro It will go towards $20 - you have room to cover once it gets there. Wishing you lots of love!

Shorting $ALMU … Wish me luck