🅰️DJ🦑

DJ - Part of: EBITD🅰️ddies - Private Research Group.

Posts are not investment advice.

[🅰️DJ🦑 @EBITDAddies]

@Reformed_Trader Smart market participants almost have to be the "observers" first and foremost. Strong opinions often get in the way of making money.

[🅰️DJ🦑 @EBITDAddies]

$PLTR - Wedbush Reiterates Outperform on Palantir Technologies, Maintains $230 Price Target

[🅰️DJ🦑 @EBITDAddies]

$PLTR - Palantir Signs AI Platform Agreements With Kirkland & Ellis, McCarthy Building, GNP Seguros

[🅰️DJ🦑 @EBITDAddies]

$PLTR - Palantir Announces Availability On Google Cloud Marketplace, Including Two-Way Integrations Between Bigquery And Foundry And Deep Connectivity Between Gemini And Aip

[🅰️DJ🦑 @EBITDAddies]

@Drew2Par @AST_SpaceMobile You are correct, posted this right at Market open and since adjusted my view.

[🅰️DJ🦑 @EBITDAddies]

$ASTS - IMO the comment from the William Blair note:
"AST reiterated that it has a handful of launches over the remainder of the year with launch providers other than Blue Origin"
- is the reason stock is reacting now.

@AST_SpaceMobile - needs to clarify "handful" with a number and note if it includes the upcoming launches with SpaceX or the "handful" refers to ADDITIONAL launches.

[🅰️DJ🦑 @EBITDAddies]

@endless_frank @AST_SpaceMobile 100% Why not PR this?

[🅰️DJ🦑 @EBITDAddies]

@DanielDyck14 @BurkLeSpace @AST_SpaceMobile I was referring to initial reaction to BO anomaly that projected over at the very least 7-12 month before flying. Not the timeline that AST presented. I am well aware that Space Companies in general are very generous with their timelines.

[🅰️DJ🦑 @EBITDAddies]

$ASTS - first, this is what we were pricing in when BO blew up. So this is expected and actually MUCH better timeline that we got earlier. Second, I think this information should be disclosed to investors through filing or PR and not through an analyst .

@AST_SpaceMobile @scottwisniews

[🅰️DJ🦑 @EBITDAddies]

@DanielDyck14 @BurkLeSpace @AST_SpaceMobile I have never reposted that. I try to avoid speculation.

[🅰️DJ🦑 @EBITDAddies]

@CeoOndas

[🅰️DJ🦑 @EBITDAddies]

$ASTS - we had our pause/fud moment, its time to continue. While management did not provide color, the community, the #Spacemob did. As mentioned before, the trajectory here remained unchanged.

-"ATHs breed more ATHs". 🚀🎯

[🅰️DJ🦑 @EBITDAddies]

$ASTS - So the stock ended up reacting to the tune of 15% finding a bottom at $105 and bouncing back. While this creates a pause, it does not change the trajectory much. Look for management to shed some light on the "multiple launch vehicles negotiations". We did not get much detail on that other that the statement, but perhaps now the company will reveal the nature of these negotiation.

[🅰️DJ🦑 @EBITDAddies]

@Reformed_Trader Vol will have this absolutely flying.....

[🅰️DJ🦑 @EBITDAddies]

$MP - Needham Initiates MP Materials at Buy With $81 Price Target

[🅰️DJ🦑 @EBITDAddies]

$ASTS - So the stock ended up reacting to the tune of 15% finding a bottom at $105 and bouncing back. While this creates a pause, it does not change the trajectory much. Look for management to shed some light on the "multiple launch vehicles negotiations". We did not get much detail on that other that the statement, but perhaps now the company will reveal the nature of these negotiation.

[🅰️DJ🦑 @EBITDAddies]

$ASTS - as soon as I type this we have an event. Seems like the stock will react to this.

"Blue Origin's New Glenn just blew up at LC-36 while attempting to Static Fire ahead of NG-4."

https://t.co/uzdqGjqWA2

[🅰️DJ🦑 @EBITDAddies]

$ASTS - would love the management here hint they have a clause with SpaceX to accelerate launches, at extra cost. SpaceX schedule is slammed, big backlog. Perhaps provide more details on other providers and reaffirm commitment to continue production ramp and intent to stockpile Stats, ready to launch. 🚀

Providing some color on this will go a long way.

[🅰️DJ🦑 @EBITDAddies]

@OmniAeronautica @Reformed_Trader 😀 I guess my screenshot capturing the "end" of that rally is misleading. To be clear, I think we are here:

[🅰️DJ🦑 @EBITDAddies]

@thekookreport Yesssir

[🅰️DJ🦑 @EBITDAddies]

@Reformed_Trader Good warm up. Now lets play, $25