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@Cbcb628

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Wonderland Присоединился Nisan 2022
132 Подписки14 Подписчики
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Cb@Cbcb628·
@spacanpanman Love the ast work but this is delusional
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Cb@Cbcb628·
@dccommonsense This is how empire goes regardless of what attempts at guardrails are put into place. Human condition to build up in order to break down is impossible to thwart, zoom out and it looks similar to the lifecycle of a redwood
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Dan Carlin
Dan Carlin@dccommonsense·
It's always interesting to me that we live in a system that preaches that "iron sharpens iron" when it comes to competition. Why don't we apply that to our political system more? This duopoly ain't working for most people. But it's "Avis or Hertz" and nothing else around here.
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Cb@Cbcb628·
@endless_frank Such a smart guy for someone who strictly follows mainstream political narratives. C’mon now
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Cb@Cbcb628·
@endless_frank Go listen to the last 2 tuckers and tell me this is going away anytime soon lmao.
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Cb@Cbcb628·
@JordanSack_ What could you possibly see that looks any better than this
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Jordan Sack
Jordan Sack@JordanSack_·
Fully closed $ASTS position today @$114 from $20.
Jordan Sack tweet media
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Cb@Cbcb628·
@SJCapitalInvest Got it, so skyt stands still, Ionq could go up , but if they announce some big contract that would just dilute the skyt payout for their share holders
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Cb@Cbcb628·
@SJCapitalInvest would you be able to help me understand what makes Ionq less attractive other then the 16 billion market cap. From a glance It’s keeping skyt , its ceo and all of its government contracts, has cash believes this move can speed up its process by 2 years
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Cb@Cbcb628·
Has cash and believes *
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Cb@Cbcb628·
@SJCapitalInvest Sometimes you’re the screw driver and sometimes you’re the screw. Thankyou for all your hard work
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Cb@Cbcb628·
@Invst_Informant Good, I hope it goes down 1/5th, I want more shares
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Danny Marques | Investing Informant
Danny Marques | Investing Informant@Invst_Informant·
$ASTS - AST Spacemobile $42B market cap and only generated $14.7M in revenue last quarter. One of the largest fundamental discrepancies in the market right now. Reason? Market has extremely high expectations for space tech and $ASTS ability to effectively monetize partnerships quickly as they get their tech launched into orbit. Let's also be clear that if SpaceX wasn't about to go public at $1T+ this company's valuation would probably be 1/5 of what it is right now. But that’s not the world we’re in. We’re in a world where space-based broadband is seen as an inevitability, and dual-use commercial-defense satellite networks are now a strategic imperative for governments not just venture bets. What's caught most people off guard (myself included) is how well $ASTS executed over the last 6–9 months: - Over 130% stock move since June 2025 - $1B+ in contracted revenue - Targeting 45–60 satellites in orbit by end of 2026 - Selected as a prime contractor on the U.S. Missile Defense Agency’s SHIELD program The SHIELD announcement is key. While not yet a material revenue driver, it validates ASTS’s unique on-orbit capabilities, and signals the firm is seen as part of the broader “Golden Dome” missile defense architecture the US is developing. Importantly, the government is seeking vendor diversity and dual-use functionality and ASTS fits that profile without the vendor lock concerns of SpaceX. The market is a current valuation based on what they THINK it'll be able to generate into 2028 and beyond....Reportedly ASTS has $3.2B in cash but that's not very clear What is clear to me is that they will need flawless execution across a handful of key markets or else this can very easily be re-rated and valuation cut in half quickly. From a technical perspective b/w mid-2021 and late 2023, $ASTS was trapped in a falling wedge and saw a massive breakout that was defined by the duration of the compression of the wedge. Then it formed a bullish pennant to consolidate and breakout to the new highs we're seeing now.... The risks are you got an unprofitable $40B+ company w/very high expectations and some clear bearish divergences none of which have yet invalidated the uptrend, but are signs (at least to me) to be careful. I'd be watching a break of that trendline support like a hawk
Danny Marques | Investing Informant tweet media
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Cb@Cbcb628·
@VSchwarz @dex_sk @TerryMoran First of all , not MAGA. Second - I’m making the argument that you people live in imaginary world where everyone has to adhere to your rules and principles or they’re some type of defective , ignorant and clearly not fit to run. That’s why your whole movement is a joke now
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Cb@Cbcb628·
@VSchwarz @dex_sk @TerryMoran Right because Obama drone bombing wedding parties , allowing his state department to overthrow Ukraine’s government and murdering ghadafi isn’t sociopathic behavior
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Armando Pantoja
Armando Pantoja@_TallGuyTycoon·
Blackrock sees something in $ACHR, disclosing a 8.1% stake. It's a simple bull case: Clear, sped up regulatory path + 2028 LA Olympics spotlight(Archer Taxis) If air taxis fly during the Olympics, everyone sees it → stock 🚀
Armando Pantoja tweet media
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Cb@Cbcb628·
@Ressurection78 @SabbySabs2 And if you combine every billionaires entire net worth you only get about half the US debt,
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GODS WILL
GODS WILL@Ressurection78·
@SabbySabs2 Either tariffs or printing..12 billionaires own or control more combined wealth then the poorest half of the G L O B A L population (4 billion ppl) 🤔
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A Gene Robinson
A Gene Robinson@AlBuffalo2nite·
This is exactly the kind of betrayal Americans are sick of. Stephen A. Smith was right to go nuclear on this. A sitting governor boarding a plane to Davos, Switzerland, not to represent American interests, not to defend the nation that elevated him…but to trash America and the sitting President on foreign soil. That is not leadership. That is disloyalty. You don’t air your house out in front of strangers. You don’t insult your family in front of people who would gladly see you weakened. You don’t sabotage your own inheritance and then call it “principle.” That behavior has a name, and it isn’t patriotism. Gavin Newsom didn’t go to Davos to help Californians. He went to audition. To signal allegiance to global elites by throwing America under the bus. That’s the modern Democratic Party in one snapshot…international applause over national loyalty. Stephen A. Smith saying it on SiriusXM mattered because it broke the script. When even people outside politics are calling this out, the rot is obvious. You don’t badmouth your country to foreign powers. Period. Full stop. This isn’t about left or right. It’s about respect for the house you live in. And anyone willing to smear America abroad for clout at home doesn’t deserve the office they hold. #SilentMajoritySpeaks #AStoneGroove
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Cb@Cbcb628·
@guo_lin99725 Over dramatic , they’ll get there when they get there and will be apart of this trillion dollar industry. Not everything has to be an action movie
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Grey
Grey@guo_lin99725·
$asts: the launch math doesn't add up it’s time to talk about the reality of the ast spacemobile roadmap. i’ve been digging through the filings and the latest updates. let’s be direct: the pace isn't matching the promises from the q3 report. we just got word that bluebird 7 is slated for a late february launch on blue origin’s new glenn. that’s a milestone, sure. but let’s look at the calendar. last quarter, management signaled they expected 5 orbital launches by the end of q1 2026. do the math: bluebird 6 went up in december 2025. bluebird 7 is set for late february 2026. even with a miracle turnaround in march, we are looking at maybe 3 launches total since the q3 update. that leaves a massive gap between the "5 launches" target and the reality of the launchpad. the "new glenn" gamble there is a silver lining, but it comes with high stakes. switching to blue origin’s new glenn is a pure cost-efficiency play. on a falcon 9, you’re limited. you can maybe squeeze 3 satellites per launch. but new glenn is a beast. it can carry 8 satellites in a single go. if they hit those numbers, the deployment cost drops to under $22 million per satellite. that is the kind of scale you need to actually challenge starlink. but—and it’s a big but—new glenn is still the "new kid" on the block. betting your entire 2026 schedule on a heavy-lift rocket that is just finding its feet is a high-variance move. the pressure is mounting the goal is still 45-60 satellites by the end of 2026 for continuous coverage in the us, europe, and japan. to hit that, they need to launch every 45 to 60 days. starting from march, that is an incredibly tight window. meanwhile, spacex isn't waiting. starlink’s direct-to-cell progress is relentless. asts has the superior tech (the largest commercial arrays in leo), but tech doesn't win if the satellites are still sitting in a warehouse in texas instead of orbiting overhead. asts is playing a high-stakes game of "catch up" while trying to keep costs low enough to survive. the margin for error has basically vanished. the bottom line: the tech is visionary, but the execution is lagging behind the q3 guidance. can they actually scale to a launch every 6 weeks, or are we looking at another year of "anticipation"? what’s your take? is the cost-saving of the new glenn worth the delay in the launch schedule? or is starlink going to close the window before asts even gets their constellation up? let’s discuss. #asts #rklb #spacex #starlink #newglenn #blueorigin #spaceinvesting #stockmarket #telecom #satcom
Grey tweet media
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Brian | Life & DePIN
Brian | Life & DePIN@DePIN_Crypto·
@RobertKennedyJc Eventually we are going to realize that genetics and diet predict more about our health than we could possibly imagine.
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ⁿᵉʷˢ Robert F. Kennedy Jr.
ⁿᵉʷˢ Robert F. Kennedy Jr.@RobertKennedyJc·
The lied about cholesterol! Longevity data shows older adults with moderately higher LDL often live longer, not shorter. Cholesterol isn’t the villain; it’s the infrastructure for hormones, immunity, & repair. It’s not about cholesterol. It’s about metabolic health. MAHA
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