Ayan Jain (@ayanjainhere) header
Ayan Jain (@ayanjainhere) profile picture

Space nerd by choice 🚀. Retail Investor by Money.

India
Joined May 2020
Now that all of my positions have reported, I feel EVER MORE BULLISH on all the three. $ZETA : Keeps on beating expectations and keeps on growing the business Quarter over Quarter over Quarter. Partnerships are fueling the flywheel. $RKLB : Execution, execution and even more execution. The end-to-end vision is getting real fast right in front of my eyes. $NBIS : Well, what do I even say. Cannot be more proud. Being my BIGGEST position currently and rightfully so. Growth and execution at it’s finest. The best team in town, the best AI Cloud in town. Some of the smartest and most experienced folks building some of the finest and best AI infra making one of the best businesses out there.
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The issue with $ASTS so called “Space-Mob” retail is, they don’t understand it’s ok to call out a company they are invested in. We called out $RKLB and they took the advice and actioned on it. It’s healthy. But most of the Mob is delusional bunch.
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Wishing you all a very Happy and Prosperous Diwali everyone.
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$RKLB $ASTS Tin Foil Tim😂 Cope harder!
$RKLB $ASTS The cult kicked me out of their X group chat after some push back on their grandiose Iridium acquisition for $8 billion. They really are pathetic. I blocked all their low IQ admins for not being able to get challenged on their stock.
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$ASTS AHA! I found AST’s inspiration for building their own rocket. Give it a view🚀 $RKLB should run for their money😂 youtube.com/shorts/bLaBnqSNK…
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace. businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
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@FranciscoSpace5 must watch for Big Papi😂
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Till the time there is irrationality is the people in the market, there is an opportunity to make insane amounts of money, in the medium to long term and sometimes in the short term. $RKLB $NBIS $ZETA
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$ASTS $RKLB real talk For the Space Mob, get ready for 1-2 year of sideways movement, quiet possibly..till at least the Sats on orbit and the Sats planned to be launched starting to bring in revenue. The selloff was bad across the board but the timing of this announcement is bad. The plan is bad in itself. There is a more than 0% possibility they leave the idea all together. $RKLB in the other hand and honestly $FLY is much better setup. They have big things lined up and coming online, not bound by mostly anything.
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UPDATED simple advice Sell $SPCX $ASTS $TSLA buy $RKLB $NBIS $ZETA
Simple advice Sell $SPCX $TSLA Buy $RKLB $NBIS You’ll thank yourself. Get out of Elon! Go into people who are actually good.
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$RKLB $ASTS $FLY MAN, hats off to $FLY🫡 They made a HECK of a deal here. For my $ASTS mon, you got robbed. 😂😂 Goodbye to profitability for this decade and good luck launching this decade🤣🤦🏻‍♂️🤣😭
FIREFLY SIGNS $1.3B+ ROCKET ENGINE DEAL WITH $ASTS $FLY has signed a 3-year agreement with AST SpaceMobile to supply engines for AST's new heavy-lift rocket. Under the deal: Firefly will deliver 36 engines, including 27 Miranda and 9 Vira engines, for AST's first three rockets. AST will receive a license to manufacture the engines, along with engineering support. Firefly retains ownership of the engine IP. AST will pay Firefly more than $1.3B in a combination of cash and ASTS shares, with the shares subject to lock-up periods. For AST, the goal is to gain greater control over its launch schedule. For Firefly, the additional funding will help expand engine testing capacity and accelerate production of its own launch vehicles.
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$RKLB $ASTS 1. WTF😂😂 2. Good bye Profitability 3. No way in hell you are going to fly in 2028 - It will be 2030s This is incredible but SO DAMN late move from AST. Good for marketing, baddddd for financials this decade. And $FLY of all people?
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace. businesswire.com/news/home/2… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
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$IREN Thank You for good earnings🙏 5 year deals signed at 22 M /MW Short Term signed at 40M /MW H100 sold for 2x the price Hopefully Nebius will do Wayyyyy better than this!
$IREN earnings: - Revenue: $228 million, est: $221 million _ AI cloud revenue increased 182% - Revenue backlog increased 22%
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$NBIS You know who do I want to hear from right now? I don’t think you can share much, but can we know what is happening? What can you share? @CABeyney
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It was a great prank Mr. market😂😂😂🥲🥲😭😭 Let’s please get back to reality now….yes? $RKLB $NBIS $ZETA
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$IREN I BEG YOU, DO NOT FUCK THIS UP🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏🙏
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$NBIS $IREN $CRWV Yeah, no shit. But why not, send it to fucking zero, right?
$META president says a newly elected governor who made data centers a campaign issue has already asked to meet after inauguration because “we don't want these jobs to go elsewhere.” Turns out campaign promises look a lot different when billions in investment and jobs can simply move to the next state.
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$NBIS AND YOU ARE DOWN FUCKING 15% Make it make sense
Chinese AI lab Moonshot is reportedly looking to rent more than 8,000 $NVDA Blackwell GPUs from European neoclouds with one proposal offering a ~40% upfront premium. That premium tells you how scarce frontier compute still is.
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Let me ask the easy question - Did electron or neutron blow up? $RKLB - Did people stop paying for Marketing? $ZETA - Did AI got suddenly stopped being used? $NBIS NONE of the above fucking happened. The businesses are doing as they were. This is shit macro and even shittier price move.
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