
🐷Porkshire Oink🅰️way 🐽Space Ranger
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🐷Porkshire Oink🅰️way 🐽Space Ranger
@FreshFedPaper
to infinity and beyond
Scarsdale Tham gia Nisan 2021
505 Đang theo dõi868 Người theo dõi
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Massive breakout for space names today as Artemis II launches and (on the same beautiful day) Elon confidentially files the SpaceX IPO. My guess is that they up it to $2T from $1.75. These events and the incoming and exploding space economy is revealing that the chicken shit valuation of all of the space names are an order of magnitude from where they should be. Retail is just catching on and institutions are starting to buy into a wall of fear as shorts cover. These names should 3-10x this year. Stay away from $MNTS and $SIDU (terrible investments).
$BKSY
$LUNR
$YSS
$PL
$SATL
$FLY
$MRVL (my sense is that the $NVDA investment is geared to space data centers)
$VELO
$MDA
$VOYG
$RKLB
$ASTS
$ASTI
$ONDS
Cheers and may you do 300% this year
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@RealJGBanks $MRVL is the best risk reward here
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Space Sector Ignites: The Next Big Wave Is Already Underway
$VELO
→ Metal 3D printing for rocket engines & defense — key SpaceX supply chain play
→ Strong contract exposure with turnaround potential
→ Recently volatile with heavy short interest
Turnaround story with real contracts — execution and profitability remain the key watchpoint
$LUNR
→ Actively delivering NASA cargo missions to the Moon
→ Strong alignment with NASA’s lunar exploration push
One of the clearest pure-play lunar infrastructure stocks — directly tied to NASA demand
$FLY
→ Hybrid launch + defense software model
→ Increasing focus on high-margin defense and space systems
Market is still underestimating the software + defense angle — not just a launch company
$RDW
→ Space infrastructure, orbital manufacturing, and advanced space systems
→ Exposure to long-term lunar and orbital buildout
Structural demand story — needs consistent execution to unlock upside
$SATL
→ Earth imaging and defense intelligence with growing government partnerships
→ High-margin data model with expanding satellite constellation
Speculative, but strong use case in defense intelligence and global monitoring
$PL
→ Daily Earth imaging platform powering government, agriculture, and defense analytics
→ Strong recurring data-as-a-service model
One of the strongest fundamentals in the sector with steady demand growth
$RKLB
→ Orbital launch + full space systems provider
→ Major defense and government contracts, growing backlog
One of the most established and scalable players — setbacks create opportunity
$ASTS
→ Direct-to-device satellite connectivity using standard mobile phones
→ Massive global addressable market with carrier partnerships
Highest asymmetry — success could redefine global telecom connectivity
$NASA
→ Broad exposure to space ecosystem: launch, satellites, defense, and infrastructure
Safer way to play the space theme without picking individual winners
$SATS
→ Satellite + spectrum + 5G infrastructure
→ Asset-heavy play with spectrum revaluation potential
Deep value + infrastructure optionality — execution and balance sheet are key
Space is transitioning from exploration to infrastructure + defense + data monetization. The biggest winners will be those tied to government contracts, recurring revenue, and scalable platforms — not just one-time launch events.
Not financial advice. DYOR.
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🐷Porkshire Oink🅰️way 🐽Space Ranger đã retweet

@wliang I did 20.24% return last Thursday alone on these names. these are going to keep ripping


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Exciting week ahead to say the least. Remember, there's always a runner somewhere, regardless of macro conditions. Good luck to everyone, and let's print some money. 🫡
Wayne Liang@wliang
Damn guys, if only someone told you to invest in the space sector as proxies to the largest IPO in history. Oh wait...
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@TopStockAlerts1 Small cap space is breaking out in a major way. Small cap space stock returns last Thursday below. Monday is likely to see these names gap up and continue on a massive rip higher...like Niagara Falls trying to go through a funnel ALL AT ONCE 🚀🚀


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SpaceX is preparing what could be the largest IPO in history, potentially raising up to $75B and targeting a valuation above $1.75T—surpassing records like Saudi Aramco. Backed by Elon Musk, the company has evolved into a core pillar of the U.S. space program, with strong revenues driven mainly by Starlink.
The IPO aims to fund ambitious projects including Starship, space-based data centers, and lunar infrastructure. However, the integration of xAI—which is burning significant cash—adds complexity and risk, potentially weighing on valuation and investor sentiment.
While SpaceX’s dominance in launches and satellite internet supports a premium valuation, concerns remain around transparency (as a public company), execution risk, and whether public markets will sustain such aggressive pricing. Still, the combination of space, AI, and Musk’s track record could drive massive demand.
$TSLA $SpaceX
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Do you think the markets open red or green tomorrow?
The Kobeissi Letter@KobeissiLetter
BREAKING: President Trump appears to move the "48 hour deadline" on Iran back to Tuesday at 8 PM ET, 34 hours after the initial deadline.
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🐷Porkshire Oink🅰️way 🐽Space Ranger đã retweet

Just look at the $RUT / $SPX ratio.
The 20-month moving average (orange line) is flattening out and will soon turn upward sloping, all while price continues to flip it from resistance to support.
This is bullish for small caps.
This is bullish for risk-on.
This is bullish for the bull market to rage on IMO.
This setup is giving me early 2000 dot-com bubble vibes, where the Russell 2000 had underperformed everything for years.
Then, once the 20-month MA turned upward-sloping in 2000, $RUT outperformed everything for the next ~12 years.
From 2014 to the present, however, $RUT has underperformed everything else for the past 12 years.
Is it time for the Russell 2000, risk-on stocks, and crypto to once again outperform for the next 12 years?
x.com/matthughes13/s…

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@mac51246 @genesimmons Hes never worked a day in his life
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@genesimmons Once you’ve worked an office job or a blue collar job you can ask that question again.
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@LimitlesCobz @iristhetrader Never happen you doomer
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🚨THE NEXT 15 DAYS. DAY BY DAY. BOOKMARK THIS.
📅 TOMORROW — April 6, 8 PM
→ Deadline expires. Iran rejected every deal. Denied all talks. "Locked, loaded, standing tall."
→ Trump already extended TWICE. No third extension coming.
📅 DAYS 2-3 — April 7-8
→ US strikes Iran's power grid — 80,000,000 go dark
→ Targets expanded: power plants + oil wells + Kharg Island + desalination plants
→ Iran retaliates on Saudi Aramco, UAE refineries, Kuwait infrastructure
→ Oil gaps past $160
📅 DAYS 4-5 — April 9-10
→ Iran targets Ras Tanura — LARGEST oil terminal on Earth. One hit = 6,500,000 bpd OFFLINE.
→ Houthis close Red Sea — TWO chokepoints shut. No precedent in history.
→ Oil hits $200. Physical crude hits $250+ in Asia.
📅 DAYS 6-8 — April 11-13
→ OIL CLIFF — strategic reserves EMPTY. Sanctions relief EXPIRES.
→ 10,000,000 barrels per day GONE. No replacement. No safety net.
→ Oil hits $250 — US officials ALREADY modeling this
→ Gas hits $10-12 nationally. Airlines grounding. Trucking parking.
→ Iran launches cyber attacks on US infrastructure
📅 DAYS 9-12 — April 14-17
→ Global food crisis — 30% of fertilizer transits Hormuz. Prices spike worldwide.
→ Asian economies collapse — Japan, Korea, India losing 50%+ of energy supply
→ Global recession — Goldman at 30% probability. At $300 oil it's CERTAIN.
→ S&P correction becomes crash
📅 DAYS 13-15 — April 18-20
→ ICC war crimes investigation — evidence is on camera
→ Iran nuclear breakout — 2-4 week timeline. ZERO incentive for restraint.
→ 80,000,000 people: no power, no water, no food chain, no bridges
→ Refugee crisis dwarfing Syria begins
→ US midterm politics explode — $15 gas + war crimes investigation
15 days. Every step has precedent. Every prediction has math.
The IEA called this "the greatest global energy security challenge in HISTORY."
And the worst day is TOMORROW.
Bookmark this. Come back April 20.
i'm not here to make you comfortable i'm here to make you informed.. follow if you want the real story.

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@Nico_SG898 @RKLBMan Yes i think the $500M ATM on Friday is for production ramp about to be announced
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@FreshFedPaper @RKLBMan @FreshFedPaper u think $velo will step up and get the recognition it deserves?
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@ZaStocks The gap is closing for all space names, especially those that are much cheaper than $RKLB
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@FreshFedPaper Not sure what you’re trying to say.
Za@ZaStocks
Space trade into the SpaceX IPO feels like an easy one that a lot of people will ignore or miss because it’s too obvious. This is arguably the most anticipated IPO ever and will debut at the largest market cap ever. Historic moment. $RKLB $ASTS $PL $FLY $LUNR $BKSY $RDW etc.
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@growthrapidly @GrindeOptions Dope. You are simplistic. Positive gamma and everyone is positioned for a down move, so the market will be green
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@GrindeOptions Yep, I saw the last tweet. It's going to be RED unless something happens now.
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