BP

Here for my own amusement
Nothing is financial advice • DYOR

[BP @BP_EUR]

Hopefully, this goes through... I can see the light in the end of the tunnel.

Remember: it's always darkest just before dawn! 💡

$RKLB $ASTS $FLY $AVAV $OKLO

[First Squawk @FirstSquawk]

IRAN FOREIGN MINISTER ARAGCHI DEPARTS TEHRAN FOR NEW YORK, WITH BRIEF STOP IN QATAR — STATE MEDIA

[BP @BP_EUR]

If I had to guess: $RKLB either holds here and bounces, or we tag $65–67 next.

NFA

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@corleoneinvests

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@Mayhem4Markets 😆🔥

[BP @BP_EUR]

@zimman16 @TakeASwing1188 @AbelAvellan I agree ✅

[BP @BP_EUR]

$ASTS delivered another perfectly on-brand rug pull today...spectacular only in how unsurprising it was!

[BP @BP_EUR]

@CrtfdSprvlln @banker22878 @BullTheoryio 😂🔥

[BP @BP_EUR]

@TakeASwing1188 @zimman16 I hope for ASTS shareholders’ sake that the guy was right. Still not buying back in

[BP @BP_EUR]

@TheDark_ViKing @davegreenidge57 I have no comment on his personality, I’ve never met the guy. I also don’t own an electric car or shares in any of his companies. My comments were purely about his physical appearance, and that has been very entertaining so far 😂

[BP @BP_EUR]

@Eva_Model_02 @davegreenidge57 Keyboard warrior

[BP @BP_EUR]

@menstraddler42 @TheDark_ViKing @davegreenidge57 Are you a trillionaire, bud? 🤣😂🤣😂

[BP @BP_EUR]

@zimman16 This is exactly the kind of behavior that keeps me from touching ASTS again. Parts of that community are straight-up toxic.

[BP @BP_EUR]

This kind of yield surge does not end well if the Iran war isn’t over yesterday... 🫤

$RKLB $ASTS $FLY $SPCX $NASA $AVAV

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@CKCapitalxx

[BP @BP_EUR]

$AVAV is sliding back toward the $135–$140 zone again; right on top of the 52-week lows and a cluster of support. 👀

[BP @BP_EUR]

Did you listen? 🫡

$CCL

[BP @BP_EUR]

I put together some multiple estimates for the cruise sector and ranked the companies from cheapest to richest:

1) $NCLH - Fwd P/S ~ 0.7, Fwd P/E ~ 11-12x. Cheapest, Discount is the point: slower growth, highest leverage, weakest EBT conversion.

2) $CCL - Fwd P/S ~1.1x, Fwd P/E ~10x, Fwd EV/EBITDA high-7s. Best value/quality mix in the group if FY26 EBITDA holds above ~$7B. 🔥

3) $RCL - Fwd P/S ~3.4x, Fwd P/E ~14x. Premium is earned (margins, ROIC, brand). Not cheap, not bubble-like versus VIK. 🔥

4) $LIND - Fwd P/S ~1.9x; Fwd P/E 60x–100x+ on tiny EPS. Growth is real; earnings power is not in the price yet.

5) $VIK - Fwd P/S ~4.7x, Fwd P/E ~23–24x. Richest. Market is paying for 15–20%+ growth and premium yields.

-> Forward rank by cheapest: NCLH>CCL>LIND>VIK
-> Forward rank by quality-adjusted setup: CCL (value) and RCL (compounder) sit in the middle; VIK is priced for continued outgrowth, NCLH is a leverage/mean-reversion bet.

Scorecard:

- Best business: RCL
- Best growth: VIK, then LIND
- Best Value: NCLH on paper, $CCL in practice 🔥
- Most expensive: VIK
- Highest risk/least proven earnings: LIND (GAAP) and NCLH (B/S)

Not financial advice, always DYOR! 🔍

[BP @BP_EUR]

@Eva_Model_02 @davegreenidge57 I’m sure you are very successful and handsome person. dumbass 😂🤣

[BP @BP_EUR]

@TheDark_ViKing @davegreenidge57 The left picture is for dramatic purposes, bro 😆 He has a bad diet, minimal physical activity, and bad posture; all easily fixed. On the other hand, none of us peasants will ever be trillionaires unless we measure in Zimbabwean dollars or some other third-world currencies 😅🤣😂

[BP @BP_EUR]

@FinNewz @BullTheoryio Someone replied that the real number was around 700m for the fund, so 100m for MB is consistent with that performance.

[BP @BP_EUR]

@yukkoprime Idk bro, majority of US population looks worse than that 😆

[BP @BP_EUR]

@love42189 @davegreenidge57 He is overweight bro… the picture on the left is for dramatic purposes 🤣😂🤣😂🤣😂