Mopslots

@Chartradamus Sold my $5 at $9 and wondered what if. Now I'm thankful I got the $9. If the technology works, I'm guessing the stock trend downwards and an acquisition of POET occurs at a far better price for the acquirer. Unless management is changed over, I'm out of this one.

$POET Another speculative with great potential gone to waste secondary to a management getting ahead of themselves and reeling retail into a trap. Guess there was a reason they were “waiting to hear back” from Foxconn and Luxshare for so long. Marvell cut the orders. A lesson in never over-concentrating yourself on a speculative with a strong technical setup and theme. Management, execution, and fundamentals come first. Never trust $POET again. Stay away. I fortunately took profit on the position last week, but now I am pissed I don’t actively share every buy/sell signal as it would have potentially saved a few from the pain this morning.

@Chartradamus While I think Brad's reputation for building value in companies is great, I'm not sure on this one.

$QXO Minor Wave 3 (of PW1 of LTW3) = $33 LT Wave 3 = $43+ 🟢 Base Case A smooth descent towards the retracement discussed into early April, QXO was able to find immense strength into mid-April that is now seeing a similarly strong retracement to attempt a higher low. This would amount to Minor Wave 2 of Primary Wave 1 of LT Wave 3 if successful! The goal here is for bulls to not invalidate the higher low by losing $19s as it would put in jeopardy both the Daily 200MA ($21), Weekly 50MA ($20.60), and Upwards Log TL, forcing the stock below comfortable support and potentiating a falling knife for an extended LT Wave 2. There are signs of RSI Bullish Divergence forming on lower timeframes here meaning a reversal attempt is imminent as $XHB (Homebuilders) finds strength and may be preparing for a strong 2026. Fundamentals here suggest a Bear Trap may be forming after the announcement of the acquisition of TopBuild by $QXO to become one of the largest wholesale distributors of building products in the nation! Despite analysts raising their targets, price action has been weak secondary to the company taking on massive debt to allow this aggressive M&A strategy. As long as the upcoming earnings is strong and management can prove the thesis of rising profitability + revenue over the next half decade, I'd expect a strong reversal.

@spacanpanman What is your estimated timeframe for that @spacanpanman ? I will not hold you to it nor dog you if you aren't even in the ball park 😁

$ASTS: AST SpaceMobile is a $500 stock

@CookinTendies @Defiantclient2 @AST_SpaceMobile Cannot, unfortunately, trust the timing they put forward in previous public statements. Optimistic but BO has some work to do and it would be a bad business decision to now give them multiple sats.

@Defiantclient2 @AST_SpaceMobile At this point we can't trust their launch cadence claims right? Or is there still hope?

AST SpaceMobile Addresses Today’s Orbital Launch of BlueBird 7 on the New Glenn Launch Vehicle businesswire.com/news/home/2026…

@retail_mourinho @ASTS_Investors Unfortunately I think this drops and trends lower for a while. They aren't meeting timelines as stated in earnings call and while they are optimistic for 45 sats in the sky, BO has to be rethought as a launch partner if we are giving multiple sats at a time until they can prove

@ASTS_Investors So 2 months no launch and therefore no catalysts (the shipment is already priced in)

$ASTS: The unsuccessful BB7 launch of course would hit the stock short-term tremendously as the next launch is not around the corner. Will act on Monday accordingly after the official statement. My thoughts for now: 1. Launch successfully: Keep my shares 2. Launch unsuccessfully and BB7 is gone: Clear sell/trim as the stock will have a lot of pressure and no upcoming catalysts For longterm investors: A hold of course. That’s the game. Sometimes you lose, sometimes you win. -RM

@MigratoryCocont @thekookreport Those are normal business conditions contained in contracts. No need to ask. Insurance covers some things and then indemnity clauses cover other things. Maybe full value of sat or something less. Insurance only covers a small time frame after sat enters orbit and due to say issue

@thekookreport At the next earnings, call someone needs to ask about how our lunches are insured. Will we get compensated for both the cost of the satellite and the launch cost? That could be pretty significant

@thekookreport X posts out there that sat may have only hit 288 km & not the 460 km expected. Orbit could be obling vs cicrcular as intended. Also, 2nd stage didn't reach 17k mph and only hit 16k mph. I'm not an engineer just looking for posts by others that may have more knowledge.

@philliplyle410 At the 12:48 mark in the AST webcast Abel says they hope to have 45 sats in orbit by end of the year. In the March earnings call, he also says 45 in the sky and 60 total shipped

Abel apparently states a 45 satellite goal at the launch event, and some are spinning it to say it's a reiteration. The official guidance is 45-60 in orbit by EOY as stated multiple times by the company. We will see if this is just an Abel slip or if guidance actually softens in future PRs. m.youtube.com/watch?v=fMqRWX… $ASTS

@fond_diagram5 @thekookreport It's all in the contract terms between ASTS and Blue Origin. Probably an indemnity clause where if the deployment is off by xX then damages are owed at Y amount. If total loss, the BO is more than likely on the hook for the entire value of the sat

@thekookreport Not implying this is a major problem but any thoughts on what insurance or reimbursement may look for something like this?

Here’s what that update means in practical terms for ASTS: The good news: The rocket worked, the satellite separated from the upper stage, and BlueBird 7 is alive — it has power and is communicating. A dead-on-arrival satellite is the worst-case outcome, and they’ve avoided that. The bad news: “Off-nominal orbit” means the satellite was dropped off in the wrong place — the orbit differs from the intended insertion parameters (likely altitude, inclination, or both). This is a Blue Origin / New Glenn second-stage performance issue, not an AST hardware issue. What happens next depends on how off-nominal: •Mildly off-nominal — BlueBird 7 has onboard propulsion (Hall-effect thrusters on Block 2) and can raise/circularize its own orbit, burning propellant it would otherwise use for station-keeping. Mission succeeds but operational life is shortened. •Significantly off-nominal — the satellite may not be able to reach its operational altitude at all, or gets there with so little fuel that useful life is badly compromised. In a worst case it becomes a partial or total loss. $ASTS

@BenJawanda Batch shipments confirmed this month? I see almost ready to ship but I don't see anything confirming this month. Love the company and opportunity but I also have some professional skepticism until it is announced.

I added $150,000 to $ASTS this week. Not despite the selling pressure. Because of it. Rakuten took profits after a 30x gain. Smart money recognised the opportunity. BlueBird 7 launches tomorrow. 🛰️ Batch shipments confirmed this month. $1.2B contracted. $3.9B in the bank. The fundamentals didn't change. The price did. That's called an opportunity. This is not financial advice. But it is MY conviction. Are you buying?👇

@builtbyaftee @Defiantclient2 And, in the transcript of the earnings call, at one point they say 45 in the sky and approximately 60 shipped for 2026

$ASTS You guys need to revisit the investor deck - especially everybody chewing out @Defiantclient2 It does indeed say 'READY TO SHIP' It doesn't matter if it's shipped or not - that is reliant on launch provider. What is important is that the sats are ready to ship & production is following cadence - this is how you catch up over time (especially once you start working in batches)

@spacanpanman In regards to the rings, just curious how you know they are for 14-20? Was that covered by management some where?

$ASTS: 🚨 Next BATCH™️ of BlueBirds almost ready to ship to Florida! BlueBirds 8-32 in production. 7 new composite rings for BB14 through BB20 arrived by AN-124, which I covered in my spaces this week +50 MNO partnerships covering 3 billion subscribers - what competition?!? LFG 🚀🚀🚀

@Balastocksdude @Shrimp_a_Whales Schedule 13D/A says the filed to sell up to half their held shares

@Shrimp_a_Whales Raukuten owns around 35M shares. So, selling couple Million shares is a small percentage of ownership.

Hey, Mickey hey / Don’t break my heart, Mickey 🎶 $4755.T $ASTS

@Reformed_Trader @penzionerishte Agree. Always look for your posts. The information helps a ton and I appreciate you for sharing your thoughts.

@penzionerishte Really appreciate it

Signed with both hands @Reformed_Trader

@spacanpanman @Steved24661 And when I was in public accounting, they wanted you to be billable for as many hours as possible but you couldn't bill it to the client because of the fixed fees. You were stuck eating hundreds of hours and then getting chewed out.

@Steved24661 When I was a banker I felt bad for the lawyers and accountants because the incentive is to bill as many hours as possible. Pretty perverse incentive structure.

Love: Mental challenge of solving difficult problems. Pay. Hate: Stress. Unreasonable deadlines. Always on. Perfection is the expectation, not the ideal. The law is a drug that makes you feel just good enough to keep going, but most of the time you just feel like shit.

@spacanpanman Are those condensors on the back meaning the load has to be climate controlled?

$ASTS: A shipping container on its way to Midland, TX in preparation for BlueBird batch shipment THIS MONTH.

@CatSE___ApeX___ Imo, $25/mo is too high for most people. If this is the case adoption rate won't be anywhere near what a lot of us have been modeling.

” $ASTS’ mobile service is expected to cost ~$25/month in addition to the fees charged by the terrestrial wireless provider.” forbes.com/sites/sabbirra…

@scott_m_powell Nothing to see here. He made $250k base salary last year plus $2.3 million in equity grants. Today was the last trading day in the ASTS open trading window for certain employees. No more trades from certain employees unless through a 10b5-1 trading plan.

$ASTS Looks like Scott sold 47k shares today. app.quotemedia.com/data/downloadF…

@ASTS_Investors This does not mean, "there is no negative mnpi". It means he is not aware of mnpi, period. Last year he made $250k base salary plus $2.3 million in stock. The trading window closed today & no one else can trade until after next earnings release plus one calendar trading day

AST SpaceMobile president Scott Wisniewski has filed to sell 47,000 AST shares. These are RSUs are represent a small portion of his holdings. For an employee in his position he receives a small base salary so these sales will happen from time to time. Worth remembering though this means there is no negative MNPI as he wouldn't be able to make this sale if that was the case. $ASTS

@Reformed_Trader Appreciate your insight. Always look forward to your posts and learning from you.

$ASTS broke its 6-week losing streak and closed back above both the weekly 20sma and weekly 8ema. Despite giving back gains the last two days the chart sill looks similar to the start of prior moves higher. Much of the selling the last two days can be attributed to the broader macro bearishness, selling risk before the weekend, and mean reversion to the space basket. I believe the broader market bearishness will reverse within the next two week as we are getting extreme oversold reading in various indicators. *NFA