David Mitchell

Markets, business & the bigger picture. 🇺🇸
Breaking down earnings, market moves, and what matters to long-term investors.
Here to learn, share ideas, and foll

[David Mitchell @DavidM_Notes]

@rektfencer A key support level matters — but fundamentals matter more. If semis break down, is it a warning about AI demand, or just a valuation reset?

[David Mitchell @DavidM_Notes]

@0xLofty A bubble can exist alongside a real technological revolution. The key isn’t whether AI changes the world — it’s whether today’s valuations can justify the earnings that follow.

[David Mitchell @DavidM_Notes]

$EVAX is back on investors’ radar. Could the next catalyst spark another rally?

Evaxion’s personalized cancer vaccine, EVX-01, has reported encouraging 3-year follow-up results in melanoma patients.

Why it matters:
• Clinical progress: Sustained responses could strengthen the case for further development.
• Potential catalyst: New data at the Oct. 24 ESMO meeting may draw fresh attention to the stock.
• The risk: EVX-01 is still in Phase 2. Promising results don’t guarantee success in larger trials—or commercial approval.
$EVAX has already shown how quickly biotech news can move a small-cap stock. Another rally is possible, but so is a sharp reversal if expectations get ahead of the evidence.
Will new data fuel another breakout—or has the optimism already been priced in?
#EVAX #Biotech #CancerResearch #Stocks

[David Mitchell @DavidM_Notes]

@0xPhantomDefi Interesting thesis, but a potential $TSLA–SpaceX merger is still speculation. I’d focus on confirmed fundamentals and valuation rather than trying to predict a “final crash” or time the bottom.

[David Mitchell @DavidM_Notes]

@JasonL_Capital The AI infrastructure thesis makes sense, but strong growth doesn’t automatically mean strong returns. A lot depends on valuation, capital intensity, and how much future growth is already priced in. Great companies can still be poor investments at the wrong price.

[David Mitchell @DavidM_Notes]

Nvidia’s rally is the headline. The bigger story is what comes next.

AI spending is expanding beyond GPUs into networking, systems, and software.

But here’s the real question: Can AI spending generate returns fast enough to justify the investment?

Demand is one side of the story. Profitability is the other.

Is the market underestimating $NVDA’s long-term opportunity—or overlooking the risks?

#NVDA #AI #Stocks

[David Mitchell @DavidM_Notes]

@CajunCybertruck On paper, it’s a powerful combination. The real question is how well the synergies translate into execution.

[David Mitchell @DavidM_Notes]

🚨 Why Would Musk Want to Merge Tesla and SpaceX?

It’s bigger than cars and rockets.

⚡ Tesla brings AI, robotics, batteries and manufacturing.
🚀 SpaceX brings Starlink, launch technology and ambitions for orbital AI data centers.
The goal? Potentially combine chips, computing power, energy and connectivity under one roof.

But there’s a catch: shareholder approval, regulatory scrutiny and execution risks remain major hurdles. No deal is guaranteed.

Could this reshape the future of AI and space technology—or create too much complexity?

#Tesla #SpaceX #AI #Robotics #Investing

[David Mitchell @DavidM_Notes]

🚨 Space Stocks Update: The Satellite Race Is Heating Up 🚀

🛰️ $ASTS — Four major European telecom operators are exploring a joint bid for satellite spectrum. ASTS works with all four, but the satellite partner for this initiative has not yet been selected.

🚀 $RKLB — Rocket Lab now expects Neutron’s first launch in 2027.

📡 SpaceX / Starlink — SpaceX announced a deal to acquire additional US wireless spectrum for Starlink Mobile, pending final FCC approval.

Three major developments. One increasingly competitive space industry.

👀 Which story are you watching most closely?

#ASTS #RKLB #SpaceX #SpaceStocks #USStocks

[David Mitchell @DavidM_Notes]

@adamha4freedom Good question! There are other launch providers out there, but I’m curious who they’ll partner with. Rocket Lab could be one to watch, though nothing’s confirmed yet. Who do you think it’ll be?

[David Mitchell @DavidM_Notes]

🚨 ASTS Jumps Overnight: Is a Telecom Deal on the Horizon? 🛰️

AST SpaceMobile ($ASTS) is back in focus after Boost Mobile’s founder expressed interest in buying the company.

💡 A potential acquisition, JV, or global telecom alliance could help carriers compete with SpaceX.

📈 The opportunity: Growing demand for satellite-to-phone connectivity.

⚠️ The risk: No confirmed deal, plus execution challenges and intensifying competition.

Will telecom giants make a move on ASTS—or is this just speculation?

#ASTS #SpaceStocks #Telecom #SpaceX #USStocks

[David Mitchell @DavidM_Notes]

@ForeverBuffalo Fair to question it. I’m checking the sources too, and I’ll correct anything that turns out to be inaccurate

[David Mitchell @DavidM_Notes]

@Stevemx29 What part do you disagree with? I’m open to hearing your take.

[David Mitchell @DavidM_Notes]

@C1_dF9432 That’s a fair distinction. Buying shares on the open market is very different from trying to acquire the whole company. The alliance idea is interesting, but we’ll need to see what actually develops

[David Mitchell @DavidM_Notes]

@BenJawanda @xgbxbkqs True 😂 The news hasn’t really moved the stock yet. Maybe the market is waiting for more concrete details.

[David Mitchell @DavidM_Notes]

@tavi_RnBfast23 Ah, that makes sense! The major European telecom players are clearly taking satellite connectivity seriously. Could be a big development for the whole sector. Let’s see what happens next!

[David Mitchell @DavidM_Notes]

@EdGonzalez15091 Yeah, I’m curious too 👀 Let’s see what comes out. Could be an interesting few days!

[David Mitchell @DavidM_Notes]

@EFromm_HPDuehr That’s an interesting angle 👀 Securing independence could definitely be part of the strategy, especially with potential takeover concerns. But it’ll be interesting to see how things develop.

[David Mitchell @DavidM_Notes]

@hellolynna21876 This could be a big step for satellite connectivity in Europe 👀 Curious to see how it plays out! What do you think?

[David Mitchell @DavidM_Notes]

@JamesWe60047671 Haha fair enough 😂 Follow me if you want, I share my thoughts on the market here pretty regularly!

[David Mitchell @DavidM_Notes]

@JamesWe60047671 Not at all! I’m also watching the broader market, AI, and other tech stocks. ASTS is just one of the names I’m currently following. 📈 What stocks are you watching?