JB

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JB

JB

@JB_Invests

Investor from the UK, focusing on US Tech - AI, Space, Memory & Photonics. None of my X posts should be considered financial advice.

เข้าร่วม Eylül 2025
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JB
JB@JB_Invests·
I’m going heavy into $ASTS here. $ONDS and $ASTS both look set up for huge rallies at their current prices. -10% on no news…I’m fairly confident they rebound.
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JB@JB_Invests·
So $NOK announce today that they’ve expanded their partnership with $AMZN and their AWS platform to deliver autonomous networks for the AI era. Trump is also giving $NOK plaudits publicly, like he has done with $DELL and $INTC. Everything points to buying $NOK right now? Especially with JPM maintaining a ‘Buy rating’ with +46% upside from here. Seems like a great long-term compounder imo.
JB@JB_Invests

🚨 Insiders are loading up on $NOK. For those who don’t know, $NOK have so far: → Acquired Infinera to dominate optical networking → Landed a $1B investment from NVIDIA → Restructured the whole company from legacy telco to AI & data centers → Booked €2.4B in orders from AI & Cloud customers + this is just the beginning. Insiders are buying. The pivot from legacy telecom to dominate the optical networking + data centre space is real. Although $NOK have rallied 200%+ in the past year, I can still see them hitting $30 a share by EOY. Smart money is moving. Are you watching? 👀

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JB
JB@JB_Invests·
What’s the next 10x from here 🤔? Leave some suggestions.
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JB@JB_Invests·
So $ONDS have a 130% upside from today’s price according to multiple analysts. Here’s why they’re telling you to buy👇: > Revenue $110M+ in Q2-to-date orders against a $457M pro forma backlog; if revenue conversion holds, the quarterly report becomes a massive re-rating event > Platform & Software Omnisys AI software integration - The Omnisys acquisition adds AI-powered Battle Resource Optimization software as a high-margin orchestration layer, shifting Ondas toward a software-defined model that commands richer multiples > Geopolitical Landscape US “Drone Dominance” program - a proposed $1.1B programme targeting 300,000 low-cost attack drones by 2027 positions ONDS as a direct domestic drone beneficiary > International Expansion ONBERG JV in Germany - The European drone-defence joint venture with HD Advanced Technologies targets Germany, Ukraine, and broader EU/NATO demand, giving Ondas local credentials for tenders US names typically can’t access Yes there’s been dilution with $ONDS, but it’s for good reason. They’re funding vast expansion and that’s been reflected in 10x YoY top line growth. It won’t be long before $ONDS hit the $20 mark imo.
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JB@JB_Invests·
@oskar_mirek $ASTS short-term share price is irrelevant. It’s the intrinsic value which is important, and is increasing. The market will soon catch up, like you say we just need to be patient and ride the peaks and troughs.
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Osk🅰️r Mirek
Osk🅰️r Mirek@oskar_mirek·
@JB_Invests Honestly I am immune to the pops & drops now. I follow the business progress & tune out to the share price. Its rewarded me handsomely & I expect that to continue
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JB@JB_Invests·
Very interesting for $ASTS 👀 > Rakuten to launch satellite communication service in Japan with a US startup, namely $ASTS. Could this be a sign of the J-LEO contract being awarded to $ASTS? Seems likely imo… This is exactly why I’m long $ASTS. And if they can continue to win contracts like this, it’s criminal to see them trading at ~$70 a share.
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JB@JB_Invests·
@oskar_mirek Exactly, that’s how I interpret this also, seems bullish for $ASTS despite the stock being -20% over the past week…
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JB@JB_Invests·
More great news for $ONDS 🚨 “The collaboration integrates Sentrycs' precise cyber-based detect-to-defeat capabilities to Lockheed Martin's Sanctum™ advanced modular defense architecture to enhance protection against evolving aerial threats” When the big boys like $LMT are calling, it’s always a great sign. Long $ONDS
Ondas Inc.@OndasHoldings

Ondas’s @Sentrycs is collaborating with @LockheedMartin to bring Cyber-over-RF counter-drone technology into the Sanctum C-UAS platform, supporting layered defense against evolving aerial threats. Its protocol-level approach lets operators detect, track, and safely control unauthorized drones without jamming, helping limit disruption to surrounding communications and infrastructure. $ONDS ondas.com/post/ondas-sen…

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JB@JB_Invests·
@EhrmantrautCap_ Obvious buy at these levels $ASTS will soon get back to $100.
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Ehrmantraut Capital
Ehrmantraut Capital@EhrmantrautCap_·
AST SpaceMobile $ASTS hit a major milestone recently, as 3 satellites (BlueBird 8-10) were launched successfully and are normally orbiting. Despite the milestone, the stock is now trading lower than before the launch. This dip feels irrational and it is quite tempting to add $ASTS near these levels.
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JB@JB_Invests·
$ASTS to $100 next week? 🚀 Im still waiting for the market to realise the stock was at $130 a share when less birds had been launched 🤔 $SPCX IPO no doubt affecting the share price, but feel like we may see a rotation back into $ASTS along with other space names like $RKLB + $SATS soon. I have 50% of my portfolio in $ASTS and I am positioned for a mega rally.
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JB@JB_Invests·
@mchurchphoto I do like the look of $RDW however they have rallied recently, so not sure now is a good entry. Do you hold a position?
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Michael Church
Michael Church@mchurchphoto·
@JB_Invests I wonder why when people talk space stocks i really see $RDW coming in last of the bunch of names. I hear way more about other names in the sector. I think Redwire though is likely the smartest play of them all.
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