Retail Guardiola

VIAVI $VIAV EARNINGS REVENUE: $406.8 million (+42.8% Y/Y) vs. $393.7M est. EPS: $0.27 (+80% Y/Y) vs. $0.22 est. "VIAVI's Q3 has exceeded our expectations, driven by strong growth in data center and aerospace & defense. We expect these strong drivers for foreseeable future."

Canada just announced a new sovereign wealth fund and all I'm seeing is political negativity... If only these people spent more time diving into the companies that are set to benefit from this 🤷‍♂️

$TAKOF $FLT.TO AGM meeting 7th May. Volatus have proposed a 20:1 RS🤔 Here’s my take on it… I think personally it’s a good weapon to have in the back pocket. Hopefully they wouldn’t execute on the RS right away and hold onto it and partner it with a major milestone an split into strength otherwise I think shorts target it and bleed it down after the split if not. I’m still weighing up options on this but thinking I will vote “For” the RS and I believe Glen is doing this for the greater good with investor interests in mind so don’t think he would execute without a double whammy effect happening. So to summarise, I would like to see Volatus grind that $1 organically with contracts in wind farms and oil and gas etc and then Mirabel turns on - RS happens shorts price to $20 and they start the production of the Condor XL and long ranges UAV for artic all at the same time. What’s your opinion on it?

📢 𝐉𝐔𝐒𝐓 𝐈𝐍: $BKSY BlackSky Secures $𝟐𝟓𝐌 Multi-Year Defense Contract 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ BlackSky wins $𝟐𝟓𝐌 𝐦𝐮𝐥𝐭𝐢-𝐲𝐞𝐚𝐫 Assured contract with defense customer. ➤ Provides 𝐆𝐞𝐧-𝟑 𝟑𝟓-𝐜𝐦 imagery with AI-enabled analytics. ➤ Subscription ensures 𝐠𝐮𝐚𝐫𝐚𝐧𝐭𝐞𝐞𝐝 access and priority tasking capacity. ➤ Supports 𝐦𝐚𝐫𝐢𝐭𝐢𝐦𝐞 𝐝𝐨𝐦𝐚𝐢𝐧 awareness and intelligence missions. ➤ Customer upgraded from 𝐄𝐚𝐫𝐥𝐲 𝐀𝐜𝐜𝐞𝐬𝐬 to long-term contract. ➤ Four Gen-3 satellites now operational, expanding 𝐜𝐚𝐩𝐚𝐜𝐢𝐭𝐲. ➤ Drives growth in 𝐚𝐧𝐧𝐮𝐚𝐥 𝐫𝐞𝐜𝐮𝐫𝐫𝐢𝐧𝐠 𝐫𝐞𝐯𝐞𝐧𝐮𝐞 and backlog.

After some of my $ASTS sell orders got filled at $76 (I was way overexposed), I’ll now be sitting on a good portion of cash and waiting for new opportunities. I don’t trust this market pump/SPY at ATH. -RM

$ASTS: 🚨🇺🇸 FCC GRANTS AST SPACEMOBILE FULL COMMERCIAL APPROVAL FOR PLANNED 248 SATELLITE CONSTELLATION