TheViking
111 posts

TheViking
@Hatxmi
Got early on $ASTS $RKLB $NBIS $SNDK $MU
เข้าร่วม Mart 2024
70 กำลังติดตาม28 ผู้ติดตาม

@CKCapitalxx I think $133 was the top for ASTS maybe see you in next cycle till then enjoy the ride to $60 again
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The Blue Origin explosion scared people off $ASTS.
The two biggest catalysts in this company's history are now both right around the corner and barely anyone is talking about it.
Catalyst one. The first ever batch launch.
BlueBirds 8, 9, and 10 going up together on a SpaceX Falcon 9 in mid-June. And the satellites are already there. BlueBirds 8 and 10 have arrived at Cape Canaveral. BlueBird 9 is en route from Texas. This is not a promise. The hardware is on the ground waiting for the pad.
Why this is the biggest launch catalyst in the story. Up to now the constellation went up one satellite at a time. A batch changes the entire trajectory. Three at once, then monthly launches behind it.
BlueBirds 11 through 33 already in advanced production with phased arrays done through 28. Manufacturing running at up to six satellites per month.
That is the path from 6 satellites today toward 45 to 60 by year end. And the multi provider strategy means SpaceX carries this batch regardless of the Blue Origin setback.
Catalyst two. The SpaceX IPO.
SpaceX filed its IPO prospectus on May 20 and is heading toward a listing at a $1.75 trillion target valuation. That single event reprices the entire space sector.
Every analyst and every retail investor is about to pour into space stocks for the first time. And $ASTS is the highest quality pure play space connectivity name on the public market.
When the SpaceX IPO dominates every headline the money that cannot get allocated shares looks for the next best thing. That trail leads directly here.
Two catalysts. Both within weeks. A batch launch that proves the constellation can scale and an IPO that floods the entire sector with capital and attention.
While everyone fixates on the rocket that exploded, the two events that actually move $ASTS are both right around the corner.

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@CKCapitalxx Will have to wait another year for this to go up to 130$
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@ObedientBread Bro for once use your brain and search what quantum companies do and what their impact will be in future
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@endless_frank @OwlDoors This guy is saying anything to make few dollars at the cost of human lives what a bullshit
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@OwlDoors I can give two shits about the Iran war. I hope Trump blows up the entire IRGC. Iran is already cornered by the U.S, Israel and most of the Middle East. Where are they going? They’re fucked.
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Does it mean anything for $ASTS as $GOOG is already an investor?
TrendSpider@TrendSpider
BREAKING: Google $GOOG in talks with SpaceX to explore data centers in orbit
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$ASTS Reiterating my PT of $272/Share. It’s becoming crystal clear who has the biggest moat and technological edge in direct to device connectivity and defense capabilities from space. Don’t let the algos and short term noise fool you. Institutions and smart money will continue protecting and accumulating the first true mover in this space. 🛰️🦾🇺🇸
Abel Avellan: “We believe that as of today, we are the only technology that has a space-based cellular broadband capability.”
“We hold approximately 3,900 patents and patent-pending claims around our technology.”
“We are fully vertically integrated. We own the IP. We control the manufacturing of everything on our satellites.”
“Our focus is broadband. Nobody is anywhere close to the capability that we have technically.”
The company also reiterated its projected $150M–$200M revenue target for 2026 while continuing to expand its strategic moat through new government and defense opportunities.
Now layer in:
• 3 new government contracts
• FirstNet funding opportunities
• potential partnerships with additional major tech companies
• accelerating satellite deployment and launch cadence
• targeting 45 BlueBird satellites built by Nov. 2026
• introduction of another launch provider with ULA
Launch flexibility is becoming a major strategic advantage:
• SpaceX Falcon 9 → up to 3 BlueBirds
• ULA Vulcan Centaur → up to 5 BlueBirds
• Blue Origin New Glenn → up to 8 BlueBirds
This isn’t just another space company anymore. This is emerging critical communications infrastructure with telecom + defense applications globally while building one of the deepest moats in the entire space sector. 🅰️🇺🇸🌐🛰️
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I think 🔽 10%, just an overreaction of the market tommorow
TheViking@Hatxmi
$ASTS earnings are out tomorrow, what will be the move for stock 🚀
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@aleabitoreddit What do you think about CEREBRAS? Will you buy the ipo?
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Just a TLDR of recent semi developments:
1. $TSM pushing hard CoPoS - VisEra/others might go brrr earlier than expected.
2. $AAPL goes with $INTC for semi production, which is a major shift cause they normally go with TSM. Made in America go like Intel go brrr.
3. $NVDA Vera Rubin reportedly makes changes to cooling architectures very recently.
"Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem" - From Last Month.
"Vera Rubin server architecture is expected to drive a fundamental shift in data center cooling and system design"
Will cover thermal ecosystem later, maybe it's time to take a look?
4. 2D NAND shortage spirals after Samsung, Micron, and rivals exit market
Macronix, Windbond go brrr. implications for GigaDevice and other niche players.
5. "Big Tech reportedly offers to fund SK Hynix fabs and EUV"
- Memory that badly bottlenecked that mag7 wants to pay for it, so $MU, SK Hynix, Samsung go brr.
6. $TSM 2026 net revenue $12.6B for April 2026. Revenue up 30%, Semis keep going brr.
7. Anthropic needs compute -> SpaceX.
So implications for compute demand is extreme here which is BRRR $NBIS and others.
But it's very interesting they sidestepped Neoclouds and went with SpaceX.
8. "SKC to Accelerate Mass Production of Glass Substrates for U.S. Clients by the End of the Year"
"the end of the year, ahead of its original plan, it has been announced"
Glass Core substrates players like $LPK for mass production and other related players like SKC go brrr.
Glass timelines moved up. heavy brrr glass.
9. "Power chip shortages deepen as AI server demand and GaN battles escalate"
Maybe time to look into the power chip bottleneck anon?
10. "Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026"
Another positive for $MU, SK Hynix, Samsung, $SNDK, and others.
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