Turd🅰️Ferguson

@Chartradamus Wonder who that was

$ASTS Options flow continues to lean decisively bullish. Deep ITM puts were sold for millions in premium at the bid. This suggests an unwind of previously bearish positioning. This aligns well with the constructive technical backdrop and the persistent flow of calls observed in the previous days. Bodes well as we approach the announcement regarding the BB8–BB10 batch shipment to Cape Canaveral.

@jbulltard1 Just some crime in Trumps market while Intel goes up without a pullback

$NVDA under 200 today was silly as are all the bear cases, this is going much higher.

@MarcJacksonLA Oh?

$AUR Leading Carrier Selects Aurora to Scale Autonomous Fleet to 500 Trucks stocktitan.net/news/AUR/leadi…

@Matans8442 @StockMarketNerd What are you invested in lmfao

No. I am calling their earnings fake because they are moving money from one company to the other, back-and-forth, and then call it earnings. I am then saying that the actual money they are brining in is through 3rd party financing where they hide the leverage outside their balance sheet, or through debt which gets yield worse than junk bonds. Have you seen how their CDS is exploding? It is insane. Finally, I am saying that the private credit melt-down we have now is supposedly due to software having to refinance the debt they took during Covid at worse conditions, but it is actually because all that AI data center capex which will never amount to anything because there is not enough energy in the world to support that capex (let alone money, materials, supply chains). You are investing in the biggest bubble that ever existed. Good luck.

Did the JP Morgan analyst who downgraded $META due to lack of clarity on CapEx returns not see the ongoing & sharp revenue acceleration? Did he not listen to mgmt tell us where that’s coming from? Did he listen to the disclosures on AI directly supporting better engagement & monetization (like they offer every single quarter)? AI is largely why the core business looks so good right now.

@endurancetest @dbkopp Glad you’ve been wrong about this stock for years

@dbkopp Unfortunately so much is priced in at 30+B market cap any execution errors could lead to major redacted down

Ultimately, $ASTS is a satellite company. Putting batches of satellites on orbit, consistently and reliably, is the one true unlock. We’re are so close. This is the last great shakeout (until we dip from $300 to $180).

@SamirShahani @Jake__Wujastyk Good thing you’re not giving our advice

@Jake__Wujastyk If you owned $26 billion worth of treasuries, you would make 800 million a year That’s the bar. ASTS is really far below the bar As an investor, you always have an opportunity cost

$ASTS Nice bounce so far this morning.

@kingtutcap What happens when guidance is cut

$ASTS: “Slow bleed to zero” 😂

@StonksAndBonk @Reformed_Trader @TommyC392000 😂

@Reformed_Trader @TommyC392000 India should never have banned Jane St, now they over here fucking us all up.

I wish Rakuten would stop selling the entire space sector

@Spybef0rey0ubuy Have a good day brother

@TurdFergusnv Yup

Down 44% in 3 months and I’m still skeptical about $ASTS. ​Is this the ultimate generational entry or just a slow bleed to zero? ​Bull or Bear....change my mind.

@BeenThereCap Let me guess you’re 60+ and shorting the hole at lowest rsi in 2 years 🤣 you might get lucky because the big boys can eff around but I hope you lose it all

(not enough consumers will pay for the service) 2. Competition will be worse than bulls predict (especially with AMZN buying Globalstar) 3. Operational disappointments will continue (as they usually do in satcom) 4. $75B SpaceX IPO will suck $$ out of $ASTS's market cap 7/x

Coincidentally, someone on Value Investors Club just posted a new $ASTS short pitch today, 35% below my short price. The thesis is: 1. Launch guidance is impossible and will be lowered or abandoned as soon as the 1Q call/10Q. a. Satellite parts supply shortages 1/x

@amitisinvesting Did you get out of $ASTS

Ugly day for two big retail names, $SOFI & $HOOD. Amazing day for the AI Infra plays that continue to crush earnings like $BE $STX $NXP. I think the broader question here, at this stage of the rally from the lows, is do you think there is an opportunity cost at being in a loser and transitioning it for a winner. The loser, if the company is doing well, usually gets the dip buy because the price is a better bargain. This market is rewarding the winner, even if the earnings multiple is massive (like Intel) or there barely are any earnings (like Bloom) as long as the trajectory continues to show that they will keep winning. So, would you sell all your $SOFI to buy a $SNDK or $MU here? I’m not sure many would, but so far fintech and software have continued to dip even with good earnings as the market simply has rotated to companies that keep putting up strong numbers. Just not sure many have the stomach to buy a chart up 3-4x YTD and sell their bags in fundamentally strong companies just to be in the current winning trade.

@Omnislash4k2 What’s your bottom

I think we’re very close to a short term bottom and a move back to $85. Question is if it’s a reversal or dead cat. $ASTS

ABC in play. Watching for a turn at the .786 extension for wave C. This also has confluence with .5 retracement of the entire move starting at $1.97. Let's just get it over with! $ASTS

$ASTS market tanks for months and Trumps bullshit stock Intel over $90 😂

@BenJawanda Not a chance in hell, if they mention more capex shit will tank again. Management feels lost

Whose buying $ASTS here before earnings in less than 2 weeks… Im curious 👇

@penzionerishte We shall see how long they have the nuts to keep doing this. 🫡

@TurdFergusnv When the big guys are over with their harvest to the south, they will turn it 180 degrees 🙂

I can understand having a conviction and holding a stock no matter what. But to post constantly wrong things about it and being persistent with that is beyond my comprehension $ASTS

@dallas_dia61451 Zip

$asts any idea who bought the over 10 million shares sold by rakuten. while i know spacemobers bought some. what large new institutions stepped up?

@ASTS_SpaceMob We are losing big time lol management asleep too

$ASTS IS MORE SHORTED THAN EVER BEFORE…..

@penzionerishte I’m ready but 63m short shares is not ideal. I’ve seen so much shit since this was NPA in 2020 but this takes the cake. I’m sure you’ve been here awhile aw well

@TurdFergusnv Nope, no worries, the company is stealth, it’s just the manipulation to the less popular side. Soon it will reverse and we’ll see a lot of “i told you so” posts.

@johan_sylw82158 😅 bless ya! My bad, I’m exhausted

@TurdFergusnv You are not wrong, market is…🤣

Isn’t $ASTS assets IP and spectrum rights worth more then current market cap? 🫣 Then count in forward looking execution and we should probably be way higher than this 🤷🏼‍♂️ Market is getting it wrong!😎