Drukenmiller 🅰️postle

$ASTS was the largest position in my portfolio by far, I decided to sell 60% of the position in order to prevent further losses as I am starting to lose faith in the management. They projected very optimistic launch targets for 2026, we are now in May without a single launch. I am dissapointed, i dont want to hear about projections, i demand execution, otherwise i allocate capital elsewhere. Not married to the stock. I still retain a chunky amount.

@HyperTechInvest $SOTK

Wait until people learn about perovskite

@HyperTechInvest $SOTK is the way to play Perovskite

Future bottlenecks for those interested: - Glass substrates and TGV formation - 800V DC power delivery suppliers - Hybrid bonding for HBM4E and HBM5 - Advanced packaging metrology and inspection - Perovskite solar manufacturing

@compliantvc You invested in the US: Blocked!

Last year I invested in an American startup I was SHOCKED to see how reckless the founder was Moved too fast Worked 7 days a week Didn't wait for regulatory compliance before creating new product features None of this would fly in Europe I politely told him that he needed to send my capital back in a GDPR-compliant manner Last time I ever invest in America

@topsecretstocks $LPK

Do you own German 🇩🇪 and / or European 🇪🇺 #Stocks? Which? Comment below 👇

$CEPT My number 1 Conviction for Stock pick of 2026. Buying $CEPT right now would be like having a time machine and going back to buy the IPO of NVIDIA or TESLA. I am super stoked about SECURITIZE. Under the leader ship of Carlos Domingo Securitize will be a huge success. . Lets go $CEPT

@carlosdomingo Enhorabuena Carlos, estamos muy orgullosos de ti y el equipo!

Frank knew something

Securitize and Computershare announced an agreement to support U.S. listed clients in issuing equity securities in tokenized form, enabling a new pathway for issuers to bring their shares onchain.

How it feels to be an investor in $CEPT / $SECZ

@aleabitoreddit Any thoughts on $SHT?

It doesn't need to be detailed with $ALRIB? > Riber effective, profitable duopoly with $VECO on MBE equipment, that traded at low fwd multiples. > $MSFT Quantum as core hyperscaler buyer of Riber from public information discovery > $IQE, QD Laser (Quantum dot), IntelliEPI and others using it. Thought process: What other companies under $1B supply directly to hyperscalers like $GOOGL to $MSFT for their frontier programs? And are critical suppliers that can't be replaced? Can't really name any aside from $AEHR, but that's now $2.3B from $600m... So thought $ALRIB was compelling for Quantum/Silicon Photonics exposure. If a profitable ~300m company is powering a hyperscaler's quantum frontier program… Probably going to get re-rated triple digits over time.

Sivers Semiconductors $SIVE

@99QQ111971 This is a very conservative scenario

$CEPT $SECZ

$CEPT $SECZ

$CEPT $SECZ

@RealJGBanks Take a look at $ASTI

BREAKING: SpaceX could IPO at $1.50 TRILLION. Meanwhile: $RKLB = $37B $ASTS = $34B $LUNR = $5B $RDW = $1.8B $BKSY = $1.1B $SIDU = $184M One SpaceX is worth more than the entire public space sector combined. If the IPO hype is real, these names won’t stay ignored for long.

@TradexWhisperer $ASTS

What's your single most bullish company right now, the one you'd buy regardless of war, and why? Let's collect some data from the crowd

$aspi

Got #Helium ? $ASPI

@BowTiedPassport More european than europe

@Silver__Santa Well said

I'm contrarian again. But this war will end soon me thinks. It's unpayable, it could create a depression, the West can't produce enough weapons, Iran is going all in, the strait can't be taken over, the US is getting isolated, the middle east and Europe is turning its back. Trump just needs to say he won, and that's it. He has nothing to gain, but everything to lose, if he continues the war.