
Sharing my favourite investment ideas. Not financial advice. $SPCE
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Joined December 2023
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🚀 VIRGIN GALACTIC ROADMAP - $2.5 ➡️$100?
I still think $SPCE represents the greatest opportunity in the market for 2026. Not financial advice.
Five catalysts in the next 8 months will prove Delta works. The market continues to sleep on it.
1️⃣ COMPLETED SHIP MOVING UNDER ITS OWN POWER (May-June 2026)
Once we get the first videos of a 100% completed ship moving around by itself, that should convince the market that this is no longer a pipe dream.
2️⃣ FIRST DELTA FLIGHT (July-September 2026)
Delta being airborne for the first time will be an incredible moment, and I cannot wait to see this.
3️⃣ FIRST DELTA SPACEFLIGHT (September-October 2026)
At this point, we have everything we need to know. The ship works. Flights are about to start, and the stock could be a 10-20x from here.
4️⃣ FIRST PAID RESEARCH FLIGHT (Q4 2026)
5️⃣ FIRST PAID ASTRONAUT FLIGHT (Q4 2026)
This is the culmination. Revenue at $750k per seat begins flowing.
We really do not have long to wait now. I firmly believe that patient holders will be substantially rewarded for waiting this long, and it has been an incredible journey. See you all at the top.
Incredible scenes from $SPCE
Yes, we have a small delay in the timeline, but we also have MEDIA of the completed Delta class spaceship. This is going to be huge for investor sentiment and customer PR.
I’ve been waiting years for this day.
Z retweeted
Spaceship Apeiron is on the move. Today it flies from Mesa, AZ to Spaceport America, NM. Take-off is scheduled for 10:00am PT. Stay tuned for live updates here on X.
Z retweeted
Meet Spaceship Apeiron. From the Greek for boundless. Named by you → bit.ly/SpaceshipApeiron #NameASpaceship
$SPCE moving blind lately - does the market have any idea what this co does?
VMS Eve is flying to the Mesa facility right now.
Likely to pick up Delta for the first captive carry flight.
This would indicate the schedule is on track.
Why is the market still pricing in such a low chance?
Every new piece of news makes me more bullish.
$SPCE
Using (imo) conservative assumptions, the market is now pricing in a 3% chance that $SPCE start paid flights in February.
I don’t know about you, but I like those odds.
Still quiet on $SPCE, yet the stock is down 20%.
Volume has dropped off a cliff. No update on Delta yet, but as long we get a captive carry test in the next week or two i'm not worried.
Opportunity here is still incredible.
All this yet the stock is down
And they say markets are efficient… $SPCE
Good vibrations only. 🛠️
Aeroelasticity Engineer II Ana Predescu takes us inside ground vibration testing on Spaceship. Our engineers suspended the vehicle on soft bungees to simulate flight, shook it with electrodynamic shakers and captured every response with 150+ sensors.
The result? A successful test with high-quality data gathered. Another key milestone on the road to flight.
Welcome to the 1950s
Bill Ackman on the investment process at Pershing Square
"We typically have two members of the team do a deep dive on the company. They will start with the SEC filings, 10Ks, 10Qs, and conference call transcripts. Then, we will assemble the key issues we are trying to understand.
We spend a fair amount of time on expert networks. We will talk to former employees, other industry experts, and competitors to get to the underlying issues.
Then we build a model of the business. We get an assessment of how this pencils and what kind of return does it generate at the price we can buy it for today.
Then that team will put together a deck and present it to the group. That two-person team is usually not Ryan [Pershing Chief Investment Officer] or myself. We do our independent assessment to be dangerous enough to ask the right questions. Then we have the balance of the team, another five people, who have not done work on the name.
That group comes together to discuss an investment. Out of that meeting, we can make a decision to invest in the company. Or maybe we can say there are still some open issues. Then they will go back and do the work, and come back to the team"
The amount of replies with a “quality growth” stock that grows EPS at 12% and is 30% down from highs saddens me.
If you want to make serious money, don’t buy “quality”
How did X get so infected with this stuff?
Hunting grounds
All these stocks hit new 52 WEEK LOWS at some point today
McDonald's $MCD
Trade Desk $TTD
PepsiCo $PEP
Lululemon $LULU
Constellation Brands $STZ
Las Vegas Sands $LVS
Lowe's $LOW
Corteva $CTVA
AGNC Investment $AGNC
Annaly Capital $NLY
Lennar $LEN
Sanofi $SNY
VICI Properties $VICI
Weyerhaeuser $WY
Rollins $ROL
Telus $TU
BCE $BCE
CRH $CRH
Rayonier $RYN
Ferrovial $FER
Gaming and Leisure Properties $GLPI
Charter Communications $CHTR
Joby Aviation $JOBY
Crown Castle $CCI
Ionis Pharmaceuticals $IONS
Pentair $PNR
Aon $AON
Philips $PHG
Mid-America Apartment $MAA
SBA Communications $SBAC
Construction Partners $ROAD
Watsco $WSO
Pool Corp $POOL
Lennar $LEN
AutoZone $AZO
Today’s favourite stock on X is $MCD
Why is it so popular to shill boring stocks? You’ll make max 10-15% per year on this thing. Most people on this app are under 25…
Buy companies that get you excited for the future!
Why are all the influencers posting about $TLT?
Bonds? You realise 70 year olds don’t use X?
Just buy good stocks, don’t worry about the macro.
Why are you, a <30 year old, investing like a 50 year old diversified quality growth investor?
Don’t listen to the people who tell you to buy “boring” businesses!
More ticket sales open $SPCE
BULLISH
The view that changes everything. Every generation has its frontier. This is ours. Limited bookings now available.
Begin your journey: virgingalactic.com/
I made an app that cuts through the noise on $SPCE and lays as clear as day the pent-up value in this business.
See for yourself - the market is assuming a 4% chance of Delta in the air by February 2027 - I disagree.
lotus-horizon-star-grove.gro…








