In hindsight I guess the monsters were $MU and $SNDK …. Both needed to be cut. ☠️
Jim Cramer@jimcramer
what do i do with these monsters?
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moegoyolo
2K posts
Hey fellow bagholders ~ What’s this chart pattern called? $ASTS
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@deepvaluedude $asts suxs too. Keep diluting. See you in the teens.
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$RKLB
Seeing a lot of people losing their shirts buying crappy companies in this tough environment. I’m here to say every public space company with the exception of ASTS and SpaceX are incredibly overvalued (by like 50-75%) and a large portion of the overvalued are just plain bad businesses that will never scale. Rocket Lab is a great example of this. Don’t be fooled by those telling you to buy the dip here. Yes the stock can go up on general market strength in the next month, most of you will feel vindicated, however, the next 12-18 months will be the worst days most of you will ever experience in your “investing” lives. Be careful. This isn’t fear mongering, it’s the truth. I don’t care about your feelings, but I do want people to make well informed decisions.
DVD@deepvaluedude
$RKLB Post-Iridium Acquisition: SELL Rating, probability weighted 1-years PT $40 🧵(1/) On June 29, Rocket Lab agreed to pay ~$8.0B for Iridium. That is 16x OEBITDA, half of it cash funded by a $3.6B 364-day bridge, for an ok-run narrowband satcom annuity whose best structural days are behind it. I spent the week pulling this apart and came out uncomfortable with both camps. I originally pushed back on the 'vintage 2010 tech' framing by pointing at the 2017-2019 launch dates. Then I pulled the program history and had to eat that one. The design froze at CDR in October 2013 on ~2011-era silicon, and the L-band air interface underneath is a ~1990 Motorola waveform preserved for backward compatibility. Calling it vintage 2010 was generous. What keeps this from being a kill shot is that the asset still throws off $296M of FCF against contracts (EMSS, GMDSS, Aireon) that Starlink cannot legally or technically service yet. However, 2028 is when the revenue decline accelerates when EMSS is up for renewal and competitors likely take a stake. The moat is coverage, spectrum, and certification rather than technology. The bulls have the bigger problem: 10.5 MHz of non-cellular L-band is an IoT and safety niche with a hard physics ceiling, not a direct-to-device option, and the constellation carrying it needs a $3-4 billion replacement starting right when the acquisition debt matures. My model cannot get within hailing distance of $90 under any multiple set I could defend in a room. Probability-weighted I get ~$41. What sits above that is narrative, and narrative plus leverage plus a visible dilution overhang has a bad track record.
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$RKLB weekly fair value breaking down and Monthly BX showing red
If we close like this next Friday, the long term Bull Cycle is over
From there, price would re-distribute back down to $50
Peter DiCarlo@pdicarlotrader
$RKLB is approaching the key support level on my chart. If this area fails, things can get a lot uglier. In today’s video I cover: • the support that held the last 4 tests • how long this cycle could last • the downside scenario if it breaks Watch here ⬇️
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@JEFETRADES First a pitty pump up till fed then down regardless….
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Nasdaq is at its breaking point here.
$QQQ Nasdaq starts losing the 28500 support and we have nothing until the 100ma and 200ma. Again we haven't even seen real selling yet.
MASSIVE close coming today👇
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@HeeraniPK This is nothing when you zoom out it’s still up huge. Like 10x. Unfortunately you were accustomed to these prices for a year or two. They made you believe these prices were real. When it’s said and done these will be in the teens. The amount of dilution that is neeeded is insane
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@wave3trades Won’t matter. Your going to need a rocket. lol. 🤣 dead on arrival.
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$ASTS formal J-LEO announcement, T-Mobile partnership, and acquisition news on the same day would do numbers
Maybe management has an ace up their sleeve 🤷♂️
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@endless_frank Your going to have to change your handle when this is said and done… leading the blind into the abyss. Well done cadet.
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$ASTS Taking some buy *trades* here.
$72 7/31 exp
$80 8/14
$85 8/21
JLEO coming next week. Stock could be back in the $80’s or 90’s late next week on that alone given the last ramp on those headlines.
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$ASTS $RKLB $LUNR $FLY $RDW $SPCX. NEVER BET AGAINST INVERSE CRAMER. STAY NIMBLE SPACE CADDETS. ☠️😑 @jimcramer
Jacob Keeton 🚀🛰️🧇@JacobKeeton20
I am stepping away from X I got wiped out... completely. My own fault was basically gambling at the end... no crying in the casino, right? Just wanted to put it out there that the space/investing community on X is amazing and thanks for all the memories! Felt special being a small part of it.
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@CKCapitalxx Yes … the Chinese flood is here. Someone has to encourage the masses this time is different when it comes to sourcing from China.
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We got Jensen Huang on X.
And you’re bearish??
Jensen Huang@JensenHuang
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-Weigh…
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@iseethe000 Timing two trades perfectly is harder than holding one good company
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$ASTS I convinced my best friend to buy ASTS when it was in the $80s on a recent pullback (obviously higher than here). I have never ever given her a stock recommendation, but when it pulled back, I thought she should own it ... she is a single, divorced mom .. and she could use some extra long term investments ... she said she didn't NEED the money anytime soon ... the stock ran from her entry into say $120 ... I told her not to sell ... and here we are ... now she is stressing out and texting me again about it ... UGH. I keep telling her not to sell ... I told her when she gets back to breakeven (and she will), Ill tell her to sell, so we NEVER have to talk about it again! REMINDER TO SELF: do not give stock ideas to friends & family, there is literally never any upside ... if they make money, it's expected and not appreciated .. if they are down, you are to blame!! 😩
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wouldn't you know it, it's a software day!!! WDAY, CRM, NOW... counter trend
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@jimcramer U animal! Thanks for the heads up or should I say heads down! ✊🤪
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To listen to Intel is to listen to seasoned team that counts every penny before it spends it to develop a foundry, build a new cpu or, soon, to excel packaging
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