@kevinxu They just bitch about our president, ai apocalypses, and iced americano’s
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Matt Fabiano
78 posts
@peterrhague The worst part about it is that they ride in gangs and if you defend your geound they jump you
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How do you punish this behaviour? Its reckless and antisocial, but prison would obviously be excessive. Our other options - community service, fines etc. - he would probably laugh off and ignore.
Maybe we need to bring back the stocks...
Retard Finder@IfindRetards
Most retarded trend in history.
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@Dr_Crossroads Data centers are about to get a lot more political
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$ORCL The largest data center project for the Stargate project is delayed due to permitting issues.
I've been asked why I prefer $CRWV over Oracle, and execution is one of the reasons. Many data center projects face the prospect of delays, even some of CoreWeave's. However, they show a very strong history of execution.
SemiAnalysis@SemiAnalysis_
MASSIVE DELAY ALERT TO ORACLE’S STARGATE SITE AND BLOOM ENERGY🚨🚨 Oracle’s Project Jupiter behind-the-meter datacenter project in New Mexico that plans to use Bloom Energy is at risk of a 1-2 year delay due to permitting and pipeline building blockers. (1/8)🧵
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$RKLB is now down 54% from its peak of $150/share.
Are you buying, holding or panic selling?
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so how do we save our farm land and stop all these dumb data centers?
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As someone invested in $NBIS $CRWV don’t you even dare, Sophie
GIF
Sophie Cunningham@sophaller
so how do we save our farm land and stop all these dumb data centers?
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@zimman16 @ASTSHodlerClub I did the same thing. Started my position at $73
Full position at 68 then dilution.
Instead of diluting at 90$ the week before
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@ASTSHodlerClub I feel you bro..Didn't expect that at all, bought more at 67 and had a stop loss set at 61.. it was meant to be a short trade to $90.. anyway bought 200 more at 57, no stop loss this time. (P/S for some reaso all this while I thought you were a female, I dont know why, lol)
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Yesterday was one of the worst days. I lost the equivalent of 35 years of my wife's salary, and she makes a good living here. Unfortunately, I can't buy more because I had already shopped the previous few days. It doesn't bother me at all because I know the potential of $ASTS.
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@AST_SpaceMobile @AbelAvellan As a shareholder. I am pretty confused about the timing of this dilution. I had to log in to X today to share this.
I’m going to need some sort of letter, and I know I am not the only retail trader feeling like the trust got broken. Stock price was 56% higher 1 month ago.
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Built Differently.
Engineering at scale unfolded in orbit.
This is cellular broadband from space.
BlueBird 10 has successfully deployed in low Earth orbit. Adding another of the world's largest communications array - the size of a tennis court - to our growing constellation.
BlueBirds 8 and 9 are next.
Engineered for broadband connectivity to everyday smartphones. No special hardware. No modifications. Cellular broadband from space. 🌎📶📱🇺🇸
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@ASTS_Investors @rajyagu4 Blue origin blew up the pad on may 26th. They could have diluted at a much better time.
This has me really questioning management. Hopefully they can respond to this timing
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@rajyagu4 That was before Blue Origin blew up their pad, if they want to pull capacity forward with SpaceX then that's new capital needed
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AST SPACEMOBILE TARGETING EARLY 27 FOR 45 SATELLITES IN ORBIT
Based on the Company’s current expectations regarding launch availability, its launch campaign is targeting approximately 45 of its BlueBird satellites (“BB satellites”) in early 2027
Likely means that the convert is to purchase more SpaceX capacity 🚀
$ASTS $SPCX
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@nebiusai Sometimes, I daydream about leaving the career of corporate AV to working for a company like nebius💭
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@ViralMuzik1989 @kevinxu Honestly, thats not a bad call to jump onto iren inatead of shaz
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@kevinxu There you go Kevin, get back on $IREN.
4 days for the Horizon H1 handoff, you sure you don’t want to play it 👀
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@JerryPPB @pequityresearch Lol
Dude, bones swiss was the best investment tbh. 1 pack lasts me 6 years. 🤣
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Morgan Stanley: Bearings
The Big Picture: Bearings as a Core Robotics Play
> Architecture-Agnostic Growth: Bearings offer a diversified way to invest in the robotics sector because they are required regardless of a robot's ultimate design or form factor.
> Massive Market Expansion: Morgan Stanley forecasts a massive ~300x growth in the robot bearings market through the year 2050.
> Low Risk of Obsolescence: Bearings face very low substitution, in-sourcing, or obsolescence risks—you simply cannot design moving machines around them.
> OpenAI Endorsement: In a recent Request for Proposal (RFP) for U.S.-based hardware manufacturing capacity, OpenAI listed precision bearings as 1 of 6 critical components in its robotics category.
Content Scales with Robot Complexity
> Bearings 101: Every single motor in a robot requires at least one or more bearings to reduce friction and support rotating parts.
> Degrees of Freedom (DoF): As robots get more complex, the number of bearings multiplies.
Small quadcopter drone: Requires 8–12 bearings.
Humanoid robot: Requires 70 or more bearings.
> Pricing Variability: Depending on the specific use-case, individual bearings can range from under $1 to as much as $100
Global Bearings Market Dynamics
> Consolidated Supply: The top 6 global manufacturers control over 50% of the global roller market, with Chinese manufacturers making up about 25%.
> Current Demand Split: Roughly 40% of the overall market goes to industrial equipment OEMs, 30% to automotive, and 30 to distribution channels
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@FunOfInvesting @tevis_investing I really like your portfolio. In some due time I should learn a little more on how to use options more then buying a call or buying a put.
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Update (Jul 1, 2026)
Since Jun 1:
NEW: $NOW $AMZN
ADDED: $NOK
REDUCED: $NBIS
CSPs open on
$NBIS $META $AMZN
CCs open on
$NBIS $NOK $HOOD $AEHR $VG $SOFI $NOW
Update:
$NBIS Took profit on about 15-20% of my position as this went as high as 45% of the portfolio intra-month. Writing covered calls on a large part of the position. Opened strangles position ($400/$160 & $440/150 for 1 month).
$SOFI Writing covered calls on about 20% of my shares (around 0.1 delta monthlies), leaps position fully built out. No changes to share count. Successfully bought back $16 CSPs at ~80% profit.
$META wrote a CSP for $610 for September. No changes in share count in June.
$AMZN Finally got back into shares after getting my shares called away in May. Still have my $230/280 spreads for 2028. Also have 5x $235 CSPs for July 17th.
$NOW Opened a new position in ServiceNow. Bullish on the prospects. Still investigating, but could see myself building the position heavier after earnings.
$BTC / $ETH / $HOOD / $VG / $AEHR : no changes. Have open CCs on AEHR, HOOD & VG. If they get called, will rotate into other names.
$NOK Added slightly to my position. Writing more aggressively on this. Treating it more as a swing & juicing premium, if it gets called away, it gets called away.
Portfolio is ~+54% YTD
(Not shown in image: CSPs on $META, $AMZN, $NBIS)
Tevis@FunOfInvesting
Update (Jun 1, 2026) Since Mar 1: NEW: $NOK ADDED: $NBIS $META $SOFI REDUCED: $AEHR $BMNR CUT: $AMZN $LMND CSPs open on $NBIS ($160 for July), $SOFI ($16 for July) CCs on $NBIS $SOFI $VG $HOOD $META $AEHR $BMNR Update: $NBIS This has grown to over 40% of my portfolio (avr. $81). It's also my biggest winner in booked premiums (the deep ITM CSPs from February really paid off). Have CCs on part of the position which might lock in some gains for me. Want to let the rest ride. $SOFI Added big leaps positions for June 2028 ($18, 15) and January 2028 ($25). No changes in share count. $META doubled my position since March. Its now over 10% of my portfolio. Writing CCs against it. Piggy-bank position, but with upside optionality for H2. $BTC / $ETH / $HOOD / $VG : no changes. Have open CCs on Hood & VG. $NOK - still investigating right now. Super small position. Thesis is interesting, insider buying is encouraging. Will write CCs against it. Possibly a trade. Cash: near zero cash position. REDUCED: $AEHR got half the position called away, have CCs on the other half, which may get called away if we continue to run. $BMNR Reduced about 1/3 of my position at a loss. CUT: $AMZN Got my shares called away via CCs. Spreads are still on & doing well. Might get back in via shares / CSPs. $LMND Got the shares called away. This is very much a wheeling position at the moment. Might get in at some point in the near future TBD. LMND has gotten called away from me a few times this year already, but always comes back down after. Portfolio is ~+45% YTD mostly due to Nebius options.
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Be honest:
Do you think everyone will eventually own a robot to help them around their house?
Or is that a fairytale being sold to us?
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This idiot @kevinxu told his 100K followers he was "going all in" on $IREN back on Jan. 28.
The stock was trading at $63.
Today, just six months later, it's at $38.53 after hours after getting crushed on earnings.
That's nearly a 40% loss from his call.
Be careful who you follow. Blindly copying "finfluencers" can be an expensive mistake!
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