MN
735 posts

MN
@nilsonios
dev | ⌘ curious about tech, space, AI & aliens. 🚀📱👽 Portfolio: (%) $ASTS 🅰️ 🐙 $KRKNF $ONDS $IREN $SIVE








When the stock market is in a correction or crash you have 3 options as an investor. Let me explain the best option mathematically. 1. Sell it all. With this option you dump some of your stocks or sell out of your portfolio completely. 2…see more

$ASTS. Its direct-to-device satellite tech targets a trillion-dollar global connectivity market with 50+ telecom partners and 200%+ projected revenue CAGR through 2028 if the constellation scales. $RKLB has proven launches, $1.85B backlog, and Neutron upside, but it's more mature with steadier (lower-multiple) growth. For pure 10x likelihood from here, ASTS wins on disruption potential. High execution risk either way—DYOR.





This is why you need to have conviction before entering a trade. If you knew $SIVE positioning in the CW laser space to Jabil, $MRVL Celestial, and others for CPO. $250M MC as the light source chokepoint would be a joke. High confidence we’ll see this end up like $AXTI in a years time since it this will be the architectural paradigm for cpo scale up. Don’t care about volatility in the way up because I have conviction in how this plays out with photonics.
















