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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.
$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
$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.
$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.
$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
$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.














