DilithiumCap
4.8K posts
DilithiumCap
@UmbrielCap
🅰️ markets music C18th lit // Queen's & Western alum
19.311° N, -69.543° W Tham gia Eylül 2017
295 Đang theo dõi729 Người theo dõi
When $ASTS hits $1000..
I'll move out of my cardboard box, and into a mansion.
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@UmbrielCap @Yeah_Dave “As of 05/22/2026” …before a 20%+ run
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Space ETFs are flooding the liquidity starved sector with a relentless bid. More ETFs still launching.
$ASTS is now the top holding in $NASA, the largest space ETF. Buyers chasing pre-IPO $SPCX exposure are unwittingly buying tons of $ASTS, squeezing a record ~67M shares short.
YeahDave@Yeah_Dave
Liquidity will flood the space sector as it transitions from niche science to the next frontier. Global capital allocating a few percent will cause a massive re-rating. Missed the AI cycle & the Iran war bottom? This could be a catch-up play. $ASTS $RKLB $BKSY $PL $LUNR $FLY
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@sophonlotrovski @murphy37421 Recap from las CC fyi “~25 satellites is a reasonable proxy for enabling beta/limited trials in North America” or “to support beta/intermittent nationwide trials.”
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@murphy37421 The constellation doesn’t really work if a 14% of it is delayed or missing, does it?
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Blue origin was going to launch 14.3% of entire $ASTS satellite constellation from my information. Overreaction today.
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@UmbrielCap @tsxman Thats less than the TSX average for the year
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$ASTX gave me a 44 handle today and I took it bc I like doing things like that @J__Reds
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@zerohedge AST SpaceMobile shares down more than 17%…
Another day, another bloodbath for the “space internet” dreamers.
How many times can a stock crash before people accept reality?
Hype meets gravity once again 😂
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@ABernNYC @disclosetv @SpaceflightNow Great video - sorry this happened. Creator has been deactivated from monetization for cropping out attribution.
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@ExperimentalPar @bert_gilfoyle Electron can't handle Neutron will be able to, late '26 Q1 '27
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@bert_gilfoyle They should launch with $RKLB… Although I don’t think that electron can handle that payload.
x.com/experimentalpa…
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$ASTS
The good news:
- SpaceX has an incentive to show they are not Blue Origin and can successfully launch large payloads
- Blue Origin is not a competitor to ASTS in the near future
OTOH:
- If SpaceX destroys AST's satellites also, it's a conspiracy, man.
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@spacanpanman Tbf if you look at it as straight up comedy it is pretty funny tho.
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How many “reputable” industry consultants publicly trade leveraged short ETF products of companies in said industry? 😳
If you were a C-suite executive, would you hire this degenerate for any work of consequence? 🤷♂️
Bizarre stuff - never seen anything like it. 🤦♂️
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@karn21ovo I looked at shorting it the other day - but borrow is too expensive. Really hard for me to justify buying most space stocks at these valuations unfortunately.
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@NuguardGroup @lejeunesimon Maybe...just maybe...he was being facetious? Lighten up 🙂
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@lejeunesimon No… but congrats? The key to growing birth rates is to remove the financialization of everything. Shame on you @lejeunesimon for being another retarded Canadian business person promoting random slop like this.
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The Wealthsimple kids card is so fire it might solve Canada’s falling birth rates
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