Figment

@TheSkayeth Asts. high margin business with the cash flows they are going to produce they can acquire multiple space companies in near future

$ASTS is building a phone network in orbit. $RKLB is launching rockets with a perfect record. Both survived the worst month for stocks in years. If you had to pick one space company to hold through 2026, which one?

@hjluks @CoffeeBlackMD Doc do u endorse this really?

@CoffeeBlackMD 💪

Eat carnivore and take two ivermectin per day and nothing can get you. Bullet. Proof.

My fave Chuck Norris joke: Chuck doesn't flush the toilet, he scares the shit out of it.

Here's another interesting chart showing pipeline natural gas going into LNG plants. This shot is cumulative for all the LNG plants. Max around 9bcf/day back around early 2020. Now close to 19bcf/day some months. So a 10bcf/day increase in LNG feed gas took 6 years to happen. And 10s of billions of dollars. The world of LNG production capacity changes a lot slower than battery production. Almost as slow as building nuclear plants!

I won't write a full article. Not enough content to justify one! Exports are either by pipeline (Mexico/Canada) or LNG. LNG plants typically cost $5B or more per 1bcf/day of pipeline natural gas. And roughly 4 years minimum to build a LNG train that can process a 0.8bcf/day or so. Once built, those multi-billion dollar assets don't sit idle! As of today, the export LNG trains can process 21.6bcf/day. The US produces about 120bcf/day of natural gas from wells, so less than 20% is exported. The biggest thing is no matter how high the value of LNG goes globally, the US can't export more than the already built LNG plants can produce. Thus 80% of US natural gas is restricted to North America. The US natural gas market is basically isolated from geopolitics! Here's another short article: naturalgasintel.com/news/us-lng-ex…

@charliebcurran Lol

If you think AI film can’t be art then explain this.

@FreemyerGreg @charlesland123 Can you post an article on this Greg?

@charlesland123 It wasn't sarcasm. Do you know something I don't know? FYI: I know more about US natural gas and LNG production than I do about US battery production.

It's great to depend on US pipeline natural gas! Isolated from world events!

@RKLBMan @Clays26 @TheSkayeth Blue origin will be the second best

@Clays26 @TheSkayeth $RKLB is worth $35B. SpaceX is worth ~$1.75T. It's not apple to apples today. But $RKLB will be the second best space company available and there's absolutely no debate.

SpaceX is merging with xAI ahead of a 2026 IPO. When SpaceX goes public, every space stock gets repriced overnight. $RKLB has a 100% launch success rate and an $1.85 billion backlog. That valuation gap won't last.

@BeckettUnite Israel is a genocidal regime. Has killed thousands of children and hundreds of journalists deliberately.

The moment Irish 🇮🇪 journalist Steve Sweeney take cover from an Israeli 🇮🇱 missile in southern Lebanon 🇱🇧 Israel 🇮🇱 are doing it again Targeting journalists who report on 🇮🇱 war crime.

@EU_Debt_Clock The war will end next week most likely

$eose $te $flnc Well, if this Iran war continues (and it will) — or at least the random destruction of infrastructure — and more oil and energy infrastructure in the region is obliterated (whether by the US, Israel, or Iranian retaliation against neighboring countries), the acceleration toward alternative energy infrastructure (renewables for energy production, nuclear, solar, alternatives to liquid fuels, grid-storage, etc.) will only speed up. Demand for alternative fuels $clmt $prop $dar $ff will therefore skyrocket as a cost-offset response to prolonged elevated prices for liquefied fossil fuel base products. Since globalization was already reversing, this shift can and will accelerate at national levels anywhere. Unfortunately, prices of derivative products like fertilizers and plastics will permanently rise as well. The EU will again pick up on their original lead in green'ification and continue its 2030 and 2050 green-goals and quests. China will double down on their rapid electrification on a massive scale. The Americas will follow through incentivized regional efforts and governmental programs. Laws of economics.

@spacanpanman Your EBITDA run-rate includes tax credits. 2030 EBITDA collapses to 150-200m roughly, after credits are taken out.

$TE: ☀️ Updated Pro Forma valuation, assuming ~$300M sale of Mo I Rana and recent milestones rerating valuation range up 2x EBITDA turns gets you to per share values: G2_Austin Phase I: $10.59 to $17.80 G2_Austin Phase I + II: $15.26 to $27.03 I'll be able to clean up the pro forma once Q4 results are out

@dmottco They can always exit. If they want to exit they wont sell at 5 it will be based the value a couple of years from now or some multiple of current value.

$eose anyone can think of any reason why Cerberus doesn’t do another 1 year lockup? They cannot / will not exit at these prices. And their overhang will only hurt the stock Or has Cerberus quit ?

@BlackScholesMan he may want to leave but Israel wont leave US. the thing cannot be left at all now. leave it and iran gets stronger, threat to isreal remains and become stronger. controlling iran and hormuz requires dead soldiers and potentially derail the world economy.

Those who say Trump broke the Middle East and now owns it need to understand he is not a conventional president in his thinking. I can easily see him stopping air strikes and leaving the rest of the world to figure it out, even if long term that would be against U.S. interests.

@TopherGotWifi Bitcoin is shit. Read talebs black paper. Its will always be a speculative shit nothing more

$BTC Serious question for the Bitcoin faithful. Tophers got a few whole Bitcoin and change that he purchased for fun in 2016 with the expectation that they’d go to $0 and also zero understanding of Bitcoin. Have bought very little since. Read books (Broken Money, Bitcoin Standard, etc). Watched a few videos (Bitcoin U, documentaries). Not really orange pilled yet. At all. At what point were you like “aha… Bitcoin is it!!!”? The way Topher understands this $900,000 per $BTC is the equilibrium with the current gold standard at 21,000,000 mined. That should happen at some point. It’s a digital gold. Understood. Just need some other perspectives…. Especially from the Bitcoin faithful. Tell Topher your orange pill moment and why your level of conviction is so fugging high. Topher has not seen the light yet and wants to be enlightened.

@xEBITDA @JordanSolace They were expected to miss but not by 40%.

@JordanSolace Also, nobody with a brain believed the guide would be met. Lunatics.

$EOSE If your given two options as the ceo which one do you go with … Option a: Maintain guide-> raise $80m warrant cash Raise $500m in equity Remove GC risk But lose credibility after the miss Option b: Preserve credibility But likely: stock is lower, less capital raised (at worse terms), GC risk persist for longer Ultimately if the tech actually works the choice is easy.

@chamath the erosion of competitive edges mean companies earn roic very close to cost of capital or just equal to the cost of capital. Growth does not matter in this case. A good investor always thinks about edge eroding and bakes it into the terminal value.

@jiahanjimliu @adamscochran this most likely a deception by trump. the real target is somewhere else.

@adamscochran Why do red lines matter if Iran doesn’t want to negotiate?

What the HELL?! Who is giving Trump advice right now? Kharg Island doesn’t have any military targets - it is all oil shipping infrastructure and storage. You can see it ALL from aerial images. Iran considered this their red line as 90% of oil from Iran passes through here. There is no world in which this doesn’t further escalate Iran and cause more pain in the oil markets. This will also cut off China and India from Iranian oil entirely…

@BlackScholesMan @JaguarAnalytics Israel controls the war not the US

@JaguarAnalytics Not expecting such an off-ramp from Iran on the matter. They have a lot more leverage than the us at this point

Mr. President. It’s time for TACO 🌮

@bert_gilfoyle You will have to wait for a few months more for eose to redeem itself which it will

Topher is obsessed with me, and he won't leave me alone. How do you think we should resolve this? Or how do you think this will resolve?

@bert_gilfoyle @NateFriedman97 @BernieSanders Is US free?

@NateFriedman97 @BernieSanders Free Iran! 🇮🇷

"None of them are Iranian, I know better than all of them." Iranian New Yorker thanks Trump and goes off on leftist protestors. What are your thoughts on this clip @BernieSanders?