Staudinger retweeted
There’s no point watching flow on such companies, literally. Throw some weird mid cap biotech stuff and you’re good.
Reporting flow on $GOOG makes no sense.
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Staudinger retweeted
Neutron’s Stage 2 and Thrust Module have arrived to Virginia. After a short barge ride from the Neutron Factory, these major assemblies have now been offloaded on Wallops Island and are going through arrival checkouts.
Next up: integrated fluids testing and launch mount interface checkouts for the Thrust Module, with Stage 2 to follow on the test stand beside it soon after.
$RKLB: Their space systems business continues to dominate!
$RKLB: I love the setup here as well!
We overcame the 9 ema after yesterday's big move up and testing the upper bounds of the first gap, as well as the 21 ema.
RSI has exhibited a clean break above its MA and MACD is about to show a clear bullish crossover as well on the daily chart.
I'm expecting an explosive rally here as we get past current headwinds (FOMC meeting, midterms, etc.).
GLTA and NFA...
$RKLB: Even though the SP was rejected by the 9 ema today, the price movement was promising.
RSI is also about to cross above its MA. This has been a fairly reliable indicator for this stock. Once it makes a convincing move above this level, it usually results in a major move up.
Additionally, MACD is curling up. We're also knocking at the door of the first of three price gaps, which is a good sign.
So far so good for the start of what I believe will soon be a violent year-end rally.
GLTA and NFA...
$ASTS: I very much like this setup.
Testing a breakout from a previous zone of support, while RSI crossed above its MA and MACD is about to trigger a bullish buy signal on the daily chart.
Seeing similar setup for several high beta names.
We're about to moon, IMO.
GLTA and NFA...
$ASTS: The SP continues to hover at oversold levels (RSI ~ 30) and touched the lower bound of previous support.
Hammer candle today (so far) on the daily chart.
Positive convergence on MACD.
Three gaps to fill above.
Smells like the bottom, but at this point, who knows for sure.
I continue to hold my core position and adding a basket of March calls with the expectation that an intense rally is coming soon.
GLTA and NFA...
Staudinger retweeted
Fund managers are piling back into tech.
37% of global fund managers are now overweight technology stocks, up from 30% in September, per Bank of America’s latest survey.
That’s the highest since August 2020.
Staudinger retweeted
GOLDMAN SACHS SEES LIMITED FED HIKES, POTENTIAL STOCK MARKET RALLY
Goldman Sachs expects just one additional Fed rate hike, compared with three currently priced by markets, suggesting the current tightening cycle could be among the smallest since 1983.
Strategist Vickie Chang highlighted historically strong equity performance following limited tightening cycles: the S&P 500 gained 34% in the year after the 1997 hike and 9% following the 2015 hike.
$RKLB: Working to fill the first gap. Strong move, pullback, and powering through.
Looking very strong!
$RKLB: Even though the SP was rejected by the 9 ema today, the price movement was promising.
RSI is also about to cross above its MA. This has been a fairly reliable indicator for this stock. Once it makes a convincing move above this level, it usually results in a major move up.
Additionally, MACD is curling up. We're also knocking at the door of the first of three price gaps, which is a good sign.
So far so good for the start of what I believe will soon be a violent year-end rally.
GLTA and NFA...
$RKLB: Continuing to make great progress towards getting Neutron on the pad! Love to see it!
It’s a beautiful day to set sail with the next pieces of Neutron flight hardware to Launch Complex 3.
Earlier today we sent Neutron’s Stage 2 and Thrust Module out of the Neutron Factory and onto a barge for transport through Chesapeake Bay to Wallops Island in Virginia.
Once it arrives, the Thrust Module will go straight onto the launch mount at LC-3 for check outs and the beginning of wider systems demonstrations including integrated fluids tests and module-to-launch-mount interface checkouts. With no strongback on the launch mount by design, Neutron’s Thrust Module is the rocket’s only physical interface to the launch pad, which this upcoming test campaign enables us to test early before the entire vehicle comes together.
$RKLB: Even though the SP was rejected by the 9 ema today, the price movement was promising.
RSI is also about to cross above its MA. This has been a fairly reliable indicator for this stock. Once it makes a convincing move above this level, it usually results in a major move up.
Additionally, MACD is curling up. We're also knocking at the door of the first of three price gaps, which is a good sign.
So far so good for the start of what I believe will soon be a violent year-end rally.
GLTA and NFA...
$RKLB: RSI is starting to lift off, moving to above 30 after spending several days below this critical oversold level.
The SP also appears to be stabilizing above $50 while MACD is converging on the daily chart.
There are also the three aforementioned gaps above the current SP, which I suspect will be filled sometime soon.
Looking at this name and other high beta stocks (e.g., ASTS), I truly believe the end-of-year rally is coming soon as many of these names appear to have bottomed, IMO.
As always, still holding my core position in shares and have continued adding to a slate of January and March calls.
GLTA and NFA...
There is also a bullish divergence on RSI/MACD relative to SP. Usually an early indication of a trend reversal.
$RKLB
Staudinger retweeted
Morgan Stanley CIO Mike Wilson said he thinks the stock market correction is in the "final innings"
🚨 $MS MORGAN STANLEY CIO MIKE WILSON SAYS THE STOCK MARKET CORRECTION IS IN THE "FINAL INNINGS":
"I think the average stock is done... it's been a really nasty correction since the start of June."
What the market has digested:
"The momentum unwind... the sustainability of the AI CapEx. You have a couple wars going on. You had the midterm election anxiety."
What comes next:
"We still gotta get through the next probably 2 to 3 weeks, and then I think we can still finish the year pretty strongly and definitely into next year."
$ASTS: Blue Origin working overtime to get back on the pad ASAP.
The team also made progress at LC-36B yesterday. Roughly 450 truckloads of concrete, lined up bumper-to-bumper and stretching nearly 3 miles up the coast, supported a 4,500-cubic-yard pour for the pile caps. Three more placements to go for a total of 15,000 cubic yards. This is the foundation for our New Glenn 9x4 pad.
$ASTS: Huge if true.
And why not? AST and Amazon will get a lot of anti-SpaceX business.
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Oversold.
Selling pressure across the US technology sector is reaching extreme levels:
Institutional investors have DUMPED tech stocks in 7 of the last 10 trading days.
On each of those sessions, sales exceeded -$1 billion.
Over the last 20 days, sales have risen to -$12 billion, marking one of the most extreme selling periods in the technology sector in recent years, according to Jefferies.
This even surpassed the selling pressure during the Q1 2025 market correction.
Institutional investors are dumping tech at a furious pace.
Staudinger retweeted
Key Events This Week:
1. September New Home Sales data - Tuesday
2. October Fed Meeting and Rate Decision - Wednesday
3. Microsoft, $MSFT, and Alphabet, $GOOGL, Report Earnings - Wednesday
4. September PCE Inflation data - Thursday
5. US Q3 2026 GDP Data - Thursday
6. Amazon, $AMZN, and Intel, $INTC, Report Earnings - Thursday
7. ~20% of S&P 500 Companies Report Earnings This Week
Buckle up for one of the busiest weeks of the year.
As I've stated numerous times recently, the current markets are nothing like the dot-com bubble as tech stocks are much cheaper right now on a P/E basis.
Once oil and therefore inflation come back down to earth, high beta stocks like $RKLB and $ASTS will hit new ATHs.
From @Yardeni: The Tech sector traded with a low-teens P/E from 2011 to 2014... pretty wild
(Some folks asked for a longer-term view of the Tech P/E)
Staudinger retweeted
AT&T CEO in new interview on SpaceX's @Starlink Mobile:
"Our competitors cannot and will not match our operating proficiency, network performance, or exceptional converged value proposition. I think LEO constellations are fantastic for delivering bandwidth to rural areas. I wouldn't over-rotate on what I would call one carrier of low-band spectrum."
SpaceX said earlier this week that it plans to launch its next-gen Starlink Mobile service, built for 5G speeds, in early 2028, which will for the first time deploy both satellite and terrestrial spectrum. SpaceX is set to become the fourth major U.S. carrier, which is clearly making T-Mobile, AT&T and Verizon, nervous.
