Jay
167 posts


@ShillOfWeedST Ah ok makes sense congrats. Don't sell it all. You'll be very disappointed if you do.
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@Northinvst My position was up 200% cut to profits riding principle.
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@bdinvestingg You’re Definitely wrong about your top space stocks. You left out the only one that has been constantly growing profits and revenue with a $4 billion backlog to boot and tons of cash. $MDA do your dd
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Jeff Bezos said space-based data centers are “very realistic" here are stocks that can benefit :
$RKLB — Launches the satellites that host orbital data centers.
$ASTS — Provides the broadband connectivity orbital data centers beam down.
$LUNR — Lunar logistics; long-term space infrastructure play.
$AMD — Chips that power in-orbit AI compute modules.
$LITE — Optical transceivers linking satellites in data center constellations.

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@alexdbanks $ASTS legal team gonna be looking at those designs very carefully
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🚨 On May 20, VP of Operations at $MDA Sylvain Riendeau showcased their product roadmap, INCLUDING a new/bigger Class M satellite made for use cases like D2D.
Roadmap:
- Class M satellite platform: larger, more powerful, flat satellite that is designed to fit inside a Falcon 9 fairing, built to address D2D.
- Class C update (Aurora V2): next iteration of Aurora, also faster and more powerful. Focused on making it cheaper and harder to compete against globally.
- Next-generation SAR: targeting commercial, civil, and defence demand
- Focus on end to end systems: recognizing the need to be embedded in the full end to end infrastructure of constellations.
- Focus on lunar infrastructure: including robotics, mobility, logistics, and surface systems
We still haven't had a PR on the Class M platform. Wishful thinking but hope it gets PRed with a constellation win - $MDA 🇨🇦🚀
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@bigheadhcky Ole worst playoff performance by a team in a long time. Habs a bunch of donkeys
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@SciGuySpace Space is hard.
It's harder when you're a douchy company like Blue Origin.
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Based on a handful of sources, this is what I've been able to glean about the New Glenn failure this evening in Florida. TL;DR, it's freaking bad.
arstechnica.com/space/2026/05/…
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NASA just officially unveiled their master plan for a permanent Moon Base at the lunar South Pole
This is not just about flags and footprints. NASA is moving to establish an enduring, sustained human presence, and they are heavily relying on commercial innovators to build it
The roadmap is highly aggressive:
• Phase 1: Heavy robotic missions and commercial payload deliveries
• Phase 2: Semi-permanent infrastructure, including fission surface power and lunar drones
• Phase 3: A sustained, permanent human outpost
The most important takeaway is NASA explicitly stated this base is the ultimate proving ground to prepare humanity for missions to Mars
While legacy aerospace companies are still struggling to reliably get a small capsule to the ISS, NASA is setting the stage for massive lunar infrastructure....which is exactly the kind of heavy-lift planetary deployment SpaceX’s Starship was designed for
The multi-planetary economy is officially kicking off

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@Northinvst Most people think the opportunity starts after the headlines.
Smart money usually finishes positioning before retail even starts researching.
The vibe here feels very familiar.
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Top 10 holdings in $NASA as of May 22nd, 2026.
Visit temaetfs.com/NASA for current holdings and full prospectus. Distributed by Vigilant Distributors LLC.

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@IronWCapital Why brag? Never understood people who brag about how much money they make.
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