Oracle

[Oracle @ATTWM_]

@Reformed_Trader I've been in $ASTI for a while since I saw that NASA had used their panels on mission last year. I'm hoping for a big winner here around $20! Have obviously sold chunks along the way too. Let's hope space mania continues into June.

[zerohedge @zerohedge]

*IRAN ALLOWS 25 SHIPS TO CROSS HORMUZ STRAIT IN PAST DAY: TASNIM

[unusual_whales @unusual_whales]

JUST IN: SpaceX has been granted a $2.29 billion contract from the US Space Force

[Oracle @ATTWM_]

@Reformed_Trader Yep, I think I'm taking my 20% and running away with 3/4 👍🏼

Also think at open AI IPO then this is less attractive as people can just buy the company and not a proxy.

[Oracle @ATTWM_]

I think after space mania , the next big moves happen in robotics.

I'm eyeing $RR, $SYM and a smaller chunk in $MCRP

[Oracle @ATTWM_]

@NASA @NASAMoonBase Are you using $ASTI solar panels to power it? 😄

[unusual_whales @unusual_whales]

Jeff Bezos: idea of data centers in space is 'very realistic' and will happen

[Oracle @ATTWM_]

@kingtutcap Yep I'm holding for this reason. Also big cash influx if the price gets over $5.50
so management incentive to get it there.

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@FPL__Raptor I'm 18 points behind. Got Saka and Gabriel. How about Beto?!

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@kingtutcap I like the company but don't trust HC at all. They give ridiculous price targets usually.

[Kevin Chen @Defiantclient2]

$ASTS: If you think @AST_SpaceMobile is merely satellite cellular coverage, then you haven't been paying attention.

$QS: If you think @QuantumScapeCo is merely developing solid state batteries for electric vehicles, then you haven't been paying attention.

Both are highly sophisticated multi-use technology platforms leading the charge in their respective industries.

[Jesús Enrique Rosas @Knesix]

I honestly thought this map was made up

Hundreds of supertankers, the kind that carry two million barrels each, are currently racing toward the US Gulf Coast from every direction. Atlantic, Indian Ocean, around Africa, the scenic route, the "we were heading to Saudi Arabia but NVM" route.

Iran closed the Strait of Hormuz and everyone panicked. Oil hit $126 a barrel. Gas hit $4 a gallon. Cable news did the thing where they put a red banner on screen and say "CRISIS" in a font that suggests you should be hoarding toilet paper.

And then something happened that nobody in media seems interested in reporting, for obvious reasons. The world just... switched suppliers? Like changing your internet provider except the internet provider is the entire effing global energy economy.

American oil exports are approaching record levels. Gulf Coast refineries are running at 95% capacity. Supertankers that were mid-ocean on their way to the Persian Gulf literally turned around and headed to Texas. That's not a metaphor. Ship tracking data shows them doing U-turns in the Indian Ocean.

Meanwhile China, which was getting 45% of its oil imports through Hormuz and paying basement prices for sanctioned Iranian crude, is now competing with Japan and Europe for the same expensive American barrels. Chinese manufacturers are already raising prices 20% on goods headed to the US.

So to summarize: Iran played its biggest card and the main result is that the United States became the world's emergency gas station and China's cheap energy subsidy evaporated.

This is either the most elaborate coincidence in the history of geopolitics... or someone planned the sequence Venezuela -> Iran -> profits!

I'll let you figure out which one

[*Walter Bloomberg @DeItaone]

TRUMP: WE’RE NOW STARTING THE PROCESS OF CLEARING OUT THE STRAIT OF HORMUZ

[Stock Talk @stocktalkweekly]

*ISRAELI OFFICIALS: WE WILL EASE OUR OPERATIONS IN LEBANON IN THE COMING DAYS DUE TO U.S. PRESSURE - ISRAEL CHANNEL 13

[Stock Talk @stocktalkweekly]

*NON-IRANIAN OIL TANKER CROSSES THE STRAIT OF HORMUZ FOR THE FIRST TIME SINCE CEASEFIRE

[unusual_whales @unusual_whales]

First ship passes through the Strait of Hormuz, per Bloomberg.

[Oracle @ATTWM_]

@HvBCapital Good move. Seemed a bit overextended to me, I may add a nibble more if we see $2 - 2.50ish

[Oracle @ATTWM_]

$AMTX The co intends to sell a 10–20% minority stake of univ biofuels (post IPO). This keeps control of the 80-million-gallon plant with Aemetis while generating a valuation marker. If subsidiary is valued at $500M–$1B (as mngmt hinted), it could provide a huge cash injection 👀

[Oracle @ATTWM_]

@HvBCapital Glad I sold half at $3.50 🤓

[Oracle @ATTWM_]

@Reformed_Trader 10000%