Facu Belini ♦ ⑫

Las canciones que firme con las discográficas ya están en Spotify 🤙🏻 open.spotify.com/artist/3oExfMC…

🤯🇦🇷 Los clientes de Flow en Argentina PODRÁN VER EL MUNDIAL COMPLETO, tendrán los canales de DSports incluidos (109 y 110). Vía @TribunaDeporOK.

Space Infrastructure Is Scaling Fast. But Investors Still Need to Separate Durable Platforms From Speculative Stories Fortune Business Insights estimates the global space infrastructure market at $160.97B in 2025, rising to $373.67B by 2034. Research and Markets also expects the market to grow from $142.91B in 2025 to $157.41B in 2026. Satellite communications is another major layer, with Grand View Research estimating growth from $98.28B in 2025 to $223.06B by 2033. $AMZN — Amazon / Project Kuiper Amazon’s role in space is satellite broadband at hyperscale. Kuiper is being built as a LEO connectivity layer tied to AWS, edge computing, and enterprise demand. The key execution marker is spectrum protection: management needs roughly 1,600 satellites deployed by July 2026 to preserve ITU rights. $GSAT — Globalstar Globalstar sits in mobile satellite services and L-band spectrum. Its role is backend connectivity for telecom and smartphone partners, especially direct-to-device messaging. Q1 showed $70.1M of revenue and $34M of adjusted EBITDA, but network replenishment capex remains the central pressure point. $IRDM — Iridium Communications Iridium operates a fully deployed 75-satellite LEO mesh network. Its role is resilient global connectivity for maritime, aviation, defense, and future direct-to-device services. The main strength is already-built infrastructure, which reduces capex burden versus newer constellation challengers. $VSAT — Viasat Viasat is a GEO satellite connectivity provider focused on aviation, defense, and rural broadband. Its role is high-throughput mobility bandwidth. Q1 fiscal revenue reached $1.2B, with $408M of adjusted EBITDA and a $3.55B backlog. The challenge is rising LEO competition. $SATS — EchoStar | Speculative EchoStar owns GEO satellite assets and a valuable spectrum portfolio while attempting a terrestrial wireless buildout. Its role is legacy connectivity plus telecom optionality. Q1 revenue was $3.7B, but broadband subscribers fell to 681,000 and the company reported a $147M net loss. $ASTS — AST SpaceMobile | Speculative AST SpaceMobile is building direct-to-device satellite broadband for ordinary phones. Its role is removing cellular dead zones through telecom partnerships. Q1 revenue was $14.7M, driven by gateways and government milestones. BlueBird deployment, funding, and technical execution remain the core tests. $ETL — Eutelsat Eutelsat combines legacy GEO video with OneWeb’s LEO connectivity network. Its role is sovereign and enterprise satellite broadband, especially for Europe. Q1 revenue was €293M. Video declined, but LEO-enabled connectivity grew sharply, helped by government and sovereign demand. $GILT — Gilat Satellite Networks Gilat is the ground-equipment picks-and-shovels play. Its role is supplying antennas, terminals, modems, and software connecting satellite networks to terrestrial users. Q1 revenue was $110.5M, adjusted EBITDA reached $15.1M, and EPS beat estimates by $0.14. $PL — Planet Labs Planet operates around 200 Earth-imaging satellites and images global landmass daily. Its role is recurring geospatial data for governments and enterprises. Recent markers include 38 new satellites launched, Pelican first-light imagery within 24 hours, and a $12.8M NGA maritime monitoring deal. $SPIR — Spire Global Spire collects radio-frequency data for maritime, aviation, weather, and sovereign use cases. Its role is specialized orbital intelligence without relying on optical imagery. Management divested maritime tracking to reduce debt and expects RF capacity to expand about 15x over the next 12 months. $BKSY — BlackSky BlackSky is focused on rapid-revisit, high-resolution tactical intelligence. Its role is machine-speed geospatial analytics for defense customers. Gen-3 satellites delivered 35 cm imagery five days after orbital insertion, while new awards included a $99M Air Force Research Laboratory contract. $SATL — Satellogic | Speculative Satellogic is a low-cost Earth observation operator selling data and full satellites to sovereign customers. Its role is cheaper geospatial access. Q1 revenue was $6.1M, and management reported positive operating cash flow for the first time. Scale and funding remain the biggest questions. $LUNR — Intuitive Machines | Speculative Intuitive Machines provides lunar delivery and surface operations for NASA. Its role is early Moon logistics under the Commercial Lunar Payload Services program. Q1 revenue reached a record $73M, backlog stood near $1.1B, and a $180.4M NASA contract expanded visibility. Landing risk remains high. $VOYG — Voyager Technologies | Speculative Voyager is developing Starlab, a commercial space station for low Earth orbit. Its role is future orbital infrastructure after the ISS era. Q1 revenue was $35.2M, but net loss reached $44M and operating cash burn was $39.7M. Cash helps, but funding needs remain large. $RDW — Redwire | Speculative Redwire supplies avionics, solar arrays, and in-space manufacturing hardware. Its role is component infrastructure for primes, agencies, and spacecraft builders. Q1 revenue was $87.8M, but the company remained unprofitable. The key test is turning acquired hardware assets into scalable cash flow. $MDA — MDA Space MDA is a space robotics, satellite systems, and Earth observation infrastructure provider. Its role is deep-space robotics and sovereign-backed aerospace capability. The company is tied to Canadarm heritage, Lunar Gateway systems, synthetic aperture radar, and a $4.4B contracted backlog. $SIDU — Sidus Space | Speculative Sidus builds and operates small satellites for customers through a Space-as-a-Service model. Its role is payload hosting and custom orbital platforms. Q1 revenue was only $360,000, reflecting very early scale. LizzieSat deployment and commercial contract traction are the key survival points. $YSS — York Space Systems York manufactures standardized satellite buses for military and commercial LEO constellations. Its role is high-volume spacecraft manufacturing. Q1 revenue was $116.3M, backlog reached $642M, and liquidity stood near $806M. The model depends on scaling production without margin collapse. $SPCX — SpaceX SpaceX is the core launch infrastructure company. Its role is high-cadence orbit access for Starlink, defense, commercial satellites, and future deep-space logistics. Falcon 9 reusability changed launch economics, while Starship aims to reset heavy-lift capacity and lunar architectures. $RKLB — Rocket Lab Rocket Lab is the leading public launch and space systems challenger. Its role is dedicated small launch through Electron, future medium lift through Neutron, and spacecraft component supply. Q1 revenue exceeded $200M, backlog reached $2.2B, and 31 launch contracts were secured. $FLY — Firefly Aerospace | Speculative Firefly targets small and medium launch markets. Its role is overflow launch capacity for government and commercial payloads. Q1 revenue reached $80.9M, but the company posted a large per-share loss. Alpha Block 2 reliability and medium-lift development will determine credibility. $SPCE — Virgin Galactic | Speculative Virgin Galactic is a suborbital human spaceflight and tourism play. Its role is consumer access to space, not orbital infrastructure. Q1 revenue was only $200,000 after commercial flights were paused. Delta-class vehicle execution, cash burn, and flight timing drive the risk profile. $LMT — Lockheed Martin Lockheed is a major U.S. space-defense prime. Its role is strategic satellites, missile defense, and classified national security programs. Q1 Space revenue reached $3.43B, helped by strategic and missile-defense work, including Next Generation Interceptor activity. Backlog remains very large. $NOC — Northrop Grumman Northrop is central to strategic deterrence and deep-space engineering. Its role is classified space systems, missile warning, and defense architectures. Corporate backlog was $95.7B, though Space Systems sales fell to $2.4B and margin compressed to 9.5%. Defense demand remains the offset. $BA — Boeing Boeing’s space role sits inside Defense, Space & Security. The segment supports satellites, defense systems, and government programs while commercial aviation remains complex. Q1 defense and space revenue reached $7.6B, and the segment carried an $86B backlog. $RTX — RTX RTX supports space through defense sensors, tracking systems, missiles, and aerospace components. Its role is mission-critical defense technology with huge backlog visibility. Q1 adjusted sales were $22.1B, while total backlog reached $271B, including $109B in defense contracts. $LHX — L3Harris Technologies L3Harris supplies tactical communications, electronic warfare, and space domain awareness sensors. Its role is high-value defense tech for governments and primes. Q1 revenue was $5.74B, backlog exceeded $40B, and margins improved for the tenth straight quarter. $AIR / $EADSY — Airbus Airbus is Europe’s sovereign satellite and defense contractor. Its role is military space systems, secure communications, and European strategic autonomy. Defence & Space helped offset weaker commercial aircraft deliveries, while the defense division booked €5B of quarterly orders. $KTOS — Kratos Defense & Security Kratos builds autonomous defense systems and software-defined satellite ground networks. Its role is modernizing space communications and control systems. Q1 revenue was $371M, overall book-to-bill hit 1.6x, satellite book-to-bill reached 3x, and backlog expanded to $2B. $HO — Thales Thales supports space through Thales Alenia Space, defense satellites, and secure communications. Its role is dual-use European space infrastructure. Aerospace sales reached €1.38B, and Thales Alenia secured a sovereign GEO defense satellite contract from Luxembourg. $TDY — Teledyne Technologies Teledyne supplies sensors, digital imaging, and aerospace electronics. Its role is critical instrumentation for satellites, defense systems, and deep-space missions. Q4 net sales were $1.61B, net margin was 14.4%, and its sensor portfolio remains hard to replicate. $BWXT — BWX Technologies BWXT is the nuclear systems supplier for government and defense. Its role in space is nuclear propulsion and surface power for deep-space missions and lunar habitats. Q4 revenue reached $885.8M, with $147.5M of adjusted EBITDA. Classified nuclear know-how is the moat. $HXL — Hexcel Hexcel makes carbon fiber, composites, and aerospace structures. Its role is lightweight materials for rockets, satellite structures, aircraft, and defense platforms. Q1 sales reached $501.5M, while adjusted operating margin rose to 13.5%. Composite qualification creates high switching costs. $HEI.A — HEICO HEICO supplies replacement parts and radiation-hardened electronics for aerospace, defense, and space systems. Its role is high-margin components used across satellites and spacecraft. Q1 sales reached $1.18B, operating margin was 22.1%, and electronics demand stayed broad. $ATI — ATI ATI supplies titanium, nickel alloys, and specialty materials for extreme heat and stress. Its role is base-layer aerospace material for rocket engines, launch vehicles, and satellite structures. Q1 sales reached $1.2B, adjusted EBITDA was $232M, and margin hit 20.1%. $CRS — Carpenter Technology Carpenter supplies high-performance alloys, titanium, and advanced metals. Its role is critical aerospace materials for launch, defense, and satellite platforms. Q1 adjusted operating income reached $153.3M, EPS was $2.43, and Specialty Alloys margin expanded to 32%. $MTRN — Materion Materion produces beryllium alloys, advanced materials, and optical coatings. Its role is lightweight structures and precision satellite optics. Q1 revenue was nearly $550M, beating estimates by $61M. Beryllium expertise supports demand from sensors and deep-space hardware. $ATRO — Astronics Astronics supplies electrical power systems, lighting, and avionics. Its role is aerospace and defense subsystems supporting aircraft, satellites, and space platforms. Q1 revenue was $230.6M, adjusted EPS reached $0.67, and net income improved to $25.5M.

Diese 5 KI-Aktien haben laut Analysten ein hohes Potential 🚀 1. Broadcom $AVGO EV/Sales: 29 Kurspotential: 16%

ALGUIEN CREÓ UN REPO EN GITHUB QUE TE PERMITE EJECUTAR CLAUDE CODE COMPLETAMENTE GRATIS, PARA SIEMPRE. Redirige tu tráfico de Claude Code a 10 proveedores gratuitos como DeepSeek y Kimi, toma 5 minutos configurarlo, y ya tiene a más de 20,000 desarrolladores ejecutándolo.

$SPCX $GOOGL $AMZN Si tienes en cartera Google, Amazon y Microsoft, ya estás expuesto indirectamente a SpaceX, Anthropic y OpenAI… y a una valoración mucho más razonable.

La famosa campaña de Coca-Cola para el Mundial de Francia '98 lanzó una popular colección de muñecos "cabezones" de la Selección Argentina 🇦🇷 La publicidad oficial incluía la regla de no hacer "molinete" al jugar y regalaba 150 metegoles ⚽️

🇦🇷La primera tesorería pública de bitcoin en Argentina ya eligió su ticker. Zonda Bitcoin Capital comenzó a identificarse en publicaciones bajo con el código bursátil (o ticker) que operará: $ZOND

China took one look at VR goggles and said, nah, we can do much better than that

❌ SE VOLVIÓ A REPETIR 7 AÑOS DESPUÉS... ¡River volvió a perder una final en 3 minutos! 🏆 Final #Libertadores 2019 ⚽ 89' - Gol de Gabigol (Fla 1-1 Riv) ⚽ 90'+2' - Gol de Gabigol (Fla 2-1 Riv) 🏆 Final #TorneoApertura 2026 ⚽ 85' - Gol de Uvita Fernández (Bel 2-2 Riv) ⚽ 88' - Gol de Uvita Fernández (Bel 3-2 Riv)

JAJAJAJAJA

9 puntos!!! Vamos que esto siguee 🇦🇷🇦🇷💪🏼💪🏼💪🏼

Los jugadores de Belgrano se retiraron al vestuario. Se terminó: Belgrano asciende a Primera y River descendió de categoría.

Leopold Aschenbrenner turned $225 million into $13.67 billion in less than 2 years. He bought these stocks, and each delivered no less than 10x returns: $IREN ran from below $6 to $78.67 $SNDK ran from below $50 to $1600 $LITE ran from below $60 to $1085 $BE ran from below $20 to $322 Now in 2026, he’s sharing another set of potential bangers, all below $50 and still extremely undervalued. The idea is simple: even a 10x move changes everything. You don’t have to wait for a 100x, you could take profit between 5–10x within a 3-year window. 1. $TE T1 Energy 2. $HIVE HIVE Digital 3. $RIOT Riot Platforms 4. $APLD Applied Digital 5. $BTDR Bitdeer Technologies 6. $KEEL Keel Holdings 7. $CLSK CleanSpark 8. $SHAZ Sharon AI 9. $PUMP ProPetro 10. $PSIX Power Solutions 11. $WYFI WhiteFiber 12. $CORZ Core Scientific 13. $BW Babcock & Wilcox Enterprises Some of these companies may have the potential to deliver 5x to 50x returns. The upside in several of these names is significant. Bookmark this for research, focus on the best opportunities, and invest wisely. Not financial advice. Do your own research. BOOKMARK THIS FOR LATER!

🇦🇷✅ Maximiliano Salas está atravesando la MEJOR PRETEMPORADA DE SU VIDA en este momento. 🤝 El delantero recibe MUY BUENA devolución del cuerpo técnico de River Plate. vía @RenzoMPantich

⌚️ 42' ST River 2 - Belgrano 3 ⚽️ Gol de Belgrano (Fernández) #VamosRiver ⚪️🔴⚪️

decían que la final contra Belgrano era su revancha ksjsjajajaj LOS MANDÓ A LA B Y LES GANÓ UNA FINAL

COME 👏 ON 👏 TEAM 👏