おぱんちゅスペース🚀チンパンジー🐒

28.1K posts

おぱんちゅスペース🚀チンパンジー🐒 banner
おぱんちゅスペース🚀チンパンジー🐒

おぱんちゅスペース🚀チンパンジー🐒

@opanpinkoff

カナンを2025年に日本で流行らせた漢、アメ株大好き、全てバーチャです、ポエマーです、BJJ🟣、ファミマのコーヒーが好きです、LINEやってません、銘柄は独り言、ポジトークのみ

Katılım Mart 2020
363 Takip Edilen16.2K Takipçiler
Sabitlenmiş Tweet
おぱんちゅスペース🚀チンパンジー🐒
Note10月分売り上げが振り込まれたので、お約束通りチップ代を引いた736,481円を寄付致しました。 寄付先としては、 日本ユニセフ、赤十字、ウォーターエイド、ジャパンヘアドネーション、どうぶつ基金に致しました。 以上 Note購入してくださった方、社会貢献へのご協力誠にありがとうございました。
おぱんちゅスペース🚀チンパンジー🐒 tweet mediaおぱんちゅスペース🚀チンパンジー🐒 tweet mediaおぱんちゅスペース🚀チンパンジー🐒 tweet mediaおぱんちゅスペース🚀チンパンジー🐒 tweet media
日本語
2
4
494
336.9K
おぱんちゅスペース🚀チンパンジー🐒 retweetledi
人生ギャンブラー
死亡
人生ギャンブラー tweet media
日本語
42
75
580
415.9K
bluemoon
bluemoon@bluemoon15514·
データセンターまだ続くのか😮‍💨 ひねくれ者だからAIもデータセンターも宇宙も何も持ってねーわ
日本語
1
0
8
672
前向きに、ね
前向きに、ね@e4IUhQK8dHVaSFK·
@opanpinkoff おぱんちゅスペース様 はじめまして🙇 スペースモバイル(ASTS)に関して、スペースXの上場までにどの程度の上昇余地があるか、という点について大変興味を持っております。おぱんちゅスペース様のご見解をぜひお伺いできれば幸いです。 よろしくお願いします🙇
日本語
1
0
0
318
おぱんちゅスペース🚀チンパンジー🐒
建設現場の例えわかりやすくて良い スペースモバイル、あとは分かるな
Leo Edge@LeoCapital_01

One of you DMed me asking: if $ASTS is such a generational wealth stock, why are bears shorting it to the highest levels? Great question. Let me clarify how I think about this. Imagine a skyscraper being built in Manhattan. Foundation is poured. Steel is going up. 60 tenants have signed leases. Grand opening is scheduled for June. A bear walks by, sees no tenants inside, and says: "This building has no rental income. It's worthless. I'm betting it fails." That's what's happening with $ASTS right now. Bears see $14.7M in quarterly revenue on a $27B company and short it. They're pricing a construction site like a finished building. Meanwhile: 33 satellites in production. 60 carriers signed. $75-100M in contracted backlog. Launch in June. FCC approved. 98.9 Mbps proven. The building isn't empty. It's just not finished yet. Get it? Now -- about that short volume chart. First thing to understand: short VOLUME ≠ short INTEREST. Short volume is daily flow. Short interest is total position. Big difference. Think of it like a grocery store. Short volume is how many people walked through the door today. Short interest is how many people are still standing inside. A huge chunk of daily short volume is market makers. When you hit "buy," a market maker sells short to fill your order, then covers seconds later. They're the cashier making change -- the money comes right back. It looks like selling. It's actually them helping YOU buy. But the real short adding IS happening. Here's why: Reason 1: Revenue miss gave them confidence. $14.7M vs $36.6M expected. They see "miss by 60%" and double down. They didn't read the business update. Reason 2: Convertible bond hedging. Funds buy $ASTS convertible bonds and automatically short the stock as a math hedge. Not a bet against ASTS. These shorts won't cover for years regardless of news. Reason 3: They think the valuation is unsustainable. $27B market cap on $14.7M revenue. Some shorts only see that ratio. What they're missing: The building took a bad inspection report and held its value. Stock didn't crash to $50 on a 60% miss. It held $70+. That means buyers are absorbing every share shorts are selling. Guidance reaffirmed: $150-200M. Half already under contract. 45 satellites targeted. Three new government contracts. Mid-June launch on Falcon 9. Why this pattern matters: Shorts are always most aggressive right before they're wrong. Tesla 2019: bears shorted it every day while the China factory was being built. "No profit, overvalued." They kept adding. Then it went from $40 to $400 in 12 months. They were shorting the construction site. The building opened anyway. $ASTS 🛰️

日本語
8
5
57
13.5K
おぱんちゅスペース🚀チンパンジー🐒 retweetledi
AI惣菜
AI惣菜@MuscleSouzai·
ボリンジャーバンドって必要?
日本語
3
2
14
8.3K
バンドゥ
バンドゥ@gloga888·
@opanpinkoff おお!BSやバックログ的に、ということでしょうか?
日本語
1
0
3
852
バンドゥ
バンドゥ@gloga888·
@opanpinkoff 先月くらいにスペースモバイルは糞投機銘柄って仰ってましたが、状況変わった感じでしょうか!?持つか迷ってます…
日本語
1
0
2
1.3K