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@majovic44

Deerfield Beach, FL Katılım Haziran 2014
668 Takip Edilen1K Takipçiler
Taylor
Taylor@TLAMB91·
i got asked in the group this morning about put flow on $BE and figured this could be good lesson on thought process and how i filter flow from interesting --> actionable when i posted the bearish potential last time on BE it was in a much more defined r/r area and structured chart to short (flow MATCHED the chart suggesting to short) although it had the same style flow as we saw late friday why am i less interested in this flow now 1. this flow is around earnings on 7/28 ( i typically give this much less weighting as we approach that 1-2 week out window) 2. there was an exact same style flow into NBIS and would signal to me this is the same fund with the same intention, its not a clean directional bet on one asset 3. the stock has dropped over 40% from highs and without getting into my technical analysis, R/R short here is greatly minimized the main question was reading the flow and the bid/ask designation will leave that up to you, i've discussed it in depth on here and continue to teach it to the group.. to those who care about how i view $BE 1. .618 retracement from the last higher low in march 2. YTD VWAP sits here 3. the measured move corrective wave i called for 100pts higher, has completed 4. sellers failed to move the stock lower on the gap down friday 5. broadening formation is possibly intact here still 6. monthly 8ema is here (higher time frame trend) although daily/weekly structure is now poor 7. wiped the low liquidity from the earnings break away gap up does this signal or is it me calling a bottom? no. it is me saying the risk/reward to short here is bad and i would lean on some sort of dead cat bounce here if there are any legs to this AI trade left hope that helps
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John
John@MagaGrunt1·
🇺🇸Absolutely not…What are we doing. This is absolutely disgusting. Why is this allowed, this is criminal.🇺🇸
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Issam Saed
Issam Saed@Issamsaed90·
🚨 مشهد مرعب متداول… الطيارون الأمريكيون عم ينقلوا طياراتهم بسرعة قبل وصول الصواريخ الإيرانية! 😳🔥 واضح إنو الموضوع مو مزحة… حالة استنفار وفوضى حقيقية بالقواعد الأمريكية!
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Sean trades
Sean trades@SRxTrades·
Stages of trading I went through: Im going to become a millionaire Im broke I don't think this is for me Cant quit now Holy shit it actually worked Most people only see that last part...
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إيران الحرة
إيران الحرة@IranAlhurra·
🛜🛜 #خبر_عاجل أفادت تقارير ميدانية من المدن الإيرانية بأن المدن الواقعة في جنوب إيران تتعرض لقصف عنيف من قبل الطائرات الأمريكية، وسط أوضاع مأساوية يعيشها المواطنون، في حين أقدم النظام الإجرامي الإيراني على قطع المياه والكهرباء عن الأهالي في ظل درجات حرارة تبلغ 50 درجة مئوية. #انتفاضة_حتى_إسقاط_النظام @IranAlhurra #دول_الخليج #الشرق_الأوسط
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Stocker-Man
Stocker-Man@TheStockerMan·
The current sentiment around $ASTS reminds me a lot of what happened with $HIMS earlier this year. When $HIMS lost its $NVO partnership and multiple lawsuits started making headlines, sentiment completely collapsed. The conversation shifted away from revenue growth, profitability and execution. Instead, every discussion became about the worst-case scenario. I bought $HIMS when the sentiment was at an all time low and it rallied +150% in 3 months. Today, I think $ASTS is going through something similar. The entire conversation has shifted to the recent $1B convertible note offering. $ASTS had built one of the strongest cash positions, ending Q1 with roughly $3B in cash and cash equivalents. That’s exactly why the convertible offering caught me by surprise. My first reaction “Why raise another $1B when you already have billions on the balance sheet?” My guess is management wants to remove capital as a constraint before the most important phase of the company’s history. If you’re about to manufacture dozens of Block 2 satellites, secure launch capacity, expand production, and accelerate commercialization, having excess liquidity can be a strategic advantage. Raising capital while your balance sheet is still strong is very different from raising capital because you have no other choice. Could I be wrong? Absolutely. That’s why the next earnings call will be so important. I want management to explain exactly why they chose to issue the convertible now and what return they expect from deploying that capital. Just like with $HIMS, I think the market is hyper-focused on today’s headline. I’m trying to determine whether that headline actually changes the long-term thesis.
Stocker-Man@TheStockerMan

I am continuing to accumulate $ASTS and $CRWV with their recent pullback. I want to begin with $CRWV. The more I study $CRWV, the more I think the entire investment case comes down to one thing and that is execution. Demand isn’t the problem. $CRWV now has roughly $99B in remaining performance obligations (backlog), giving it one of the largest contracted AI infrastructure revenue pipelines in the industry. Revenue is expected to grow from roughly $2B in 2025 to well over $10B annually within the next few years if management executes on existing customer demand. But here’s why the stock remains controversial. The balance sheet is aggressive. Tens of billions of dollars in debt and financing obligations. Billions more in planned AI infrastructure CapEx. Significant interest expense while the company is still scaling. The market isn’t questioning whether AI demand exists. It’s questioning whether $CRWV can build enough GPU capacity, deliver projects on time, and convert that $99B backlog into recognized revenue while improving profitability. These are the numbers I’ll be watching next earnings: - Backlog growth and how much converts into revenue. - Quarterly CapEx and whether spending is becoming more efficient. - Operating cash flow and free cash flow trends. - Gross margin and EBITDA margin progression as utilization increases. - Debt levels, interest expense, and any refinancing updates. Available liquidity and cash on the balance sheet. If utilization continues improving, each new data center should generate significantly more cash flow over time while fixed costs are spread across a larger revenue base. That’s why I’m less focused on today’s balance sheet and more focused on whether management is executing against the numbers. If they are, today’s leverage could look far less intimidating.

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Wave 3 Trades
Wave 3 Trades@wave3trades·
$ASTS $1B offering yesterday was definitely a surprise After sleeping on it let's break down the reasons for why as we wait for management to make a statement 1. Securing additional SpaceX launches in order to hit 45 satellites by early 2027 2. The filing states "..including partnerships and/or acquisitions to further vertically integrate its business and mitigate risks associated with third-party launch providers". Suggesting AST wants more control over its supply chain. This could mean acquiring companies or capabilities to reduce reliance on third party launch providers. 3. If other countries have decided to follow suit to Japan and J-LEO, the extra cash raise could go to matching investments like the $1B match with J-LEO I do think an opportunity could have came across managements table that needed cash quickly and could end up being bullish Now its time to wait for a clearer answer
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Matheus Lonning
Matheus Lonning@mathlonning·
$ASTS certainly knew people would be upset with the dilution. They usually have some form of good news after these raises. I think it’s possible we get J-LEO PR this week.
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
$ASTS RSI (14) and (5) are the most oversold since prior lows since 2024 bottom. A big bounce at minimum should result over the next month imo. *NFA
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Shay Boloor
Shay Boloor@StockSavvyShay·
I’m disappointed that $ASTS pushed its 45-satellite target into early 2027 because that milestone is critical to the commercial revenue ramp. AST really operates on two clocks where the first measures how quickly it can manufacture and launch enough satellites to provide useful coverage while the second measures how quickly its mobile network partners can activate service and begin paying AST once that coverage is available. The first clock has now moved later so unless AST accelerates the launch cadence afterward then the second clock may slip as well which helps explain why the stock is down nearly 20%. The financing terms really were excellent but poor communication and inconsistent capital messaging left investors focused on the satellite delay rather than the strength of the raise itself. I added 20% to my position today.
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Shay Boloor
Shay Boloor@StockSavvyShay·
$ASTS core opportunity hasn't changed because it can connect ordinary smartphones directly to satellites while existing mobile operators handle billing, customer service and distribution. Today’s selloff reflects the hit to management credibility and delayed deployment timeline but space remains one of the most difficult industries in the world and AST is still the cleanest pure-play exposure to the communications layer of the space economy. Everyone wants the upside from owning the fastest-growing companies before the opportunity becomes obvious but very few truly accept that those same stocks can fall 40% or 50% when the underlying opportunity remains largely intact.
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Parkash Heerani
Parkash Heerani@HeeraniPK·
Good thing about remaining weekend is that only one day is left so only one -10% move in $NBIS $RKLB $ASTS tomorrow before we get 2 whole full complete days to breathe, refuel, charge up and come back again for -10% days next week.
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Jon🅰️than Cooper
Jon🅰️than Cooper@realjoncooper·
$ASTS What a day! Weak hands, overleveraged traders, and people who never understood what they owned puked shares into the market after the financing announcement. Meanwhile, the capital flow data tells a different story: 🟢 $345.8M in large order inflows 🟢 Net inflows across all order sizes 🟢 One of the strongest institutional buying days we’ve seen That’s often what happens near major turning points retail panics while larger buyers absorb the supply. The market focused on the dilution headline. I’m focused on what $1B of fresh capital can unlock. I can’t wait to see where AST deploys this war chest. That’s the story I’m watching. 🔓🛰️📈
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Mari
Mari@majovic44·
$asts new build out coming.. glad the money is for expansion $spcx
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Peter DiCarlo
Peter DiCarlo@pdicarlotrader·
I was bullish on $ASTS but closed my shares at the start of this week. Bull cycle is still intact, but the structure keeps getting weaker as the month goes on. In today’s video I cover: • The current setup • Why I closed • Worst case scenario I see Watch here ⬇️
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Keşfet

@TLAMB91 @MagaGrunt1 @grok @Issamsaed90 @SRxTrades @IranAlhurra @PeloSwing @TheStockerMan