Humberto Portillo

Financial Freedom Management, RIA, focused on planning, investing, and managing risk using quantitative strategies. Tweets are not financial advice.

[Marhelm @MarhelmData]

Need proof the offshore cycle is still alive?

The Transocean Equinox keeps getting more expensive.

Current contract: $485,000/day
Next contract: $540,000/day

$RIG

[TheKOOKReport @thekookreport]

Next launch? Oh snap, they have more F9’s contracted? Looks like $ASTS had some launches booked after all. 🤷🏻

“This first stacked launch is just the beginning,” Avellan added. “BlueBirds 11, 12, and 13 will ship shortly for our next launch, while next-generation BlueBird satellites through BlueBird 37 are already in active production and assembly Our focus is firmly on execution: scaling launch cadence, manufacturing, and preparing for commercial service.”

[TheKOOKReport @thekookreport]

What did we learn tonight?

- Successful integration of nearly 12 tons of satellites on an F9
- Survival of the satellites in a 3-bird stacked configuration
- Successful mission planning

Each step, $ASTS learns and de-risks. Tonight was a big deal.

We showed our composite satellites could withstand truly unreal loads. One more bear case with nails in the coffin.

[Scott Wisniewski @scottwisniews]

In orbit again with 3 more of the largest phased arrays ever deployed in LEO 🚀🚀🚀

[SpaceX @SpaceX]

Deployment of all three BlueBird satellites confirmed

[Kevin Chen @Defiantclient2]

$ASTS: This is why the composite casings took so long to finalize. It's hard fucking work. 👇

"During launch, the BlueBirds must withstand extraordinary forces up to 6 times Earth's gravity. This creates a MASSIVE ENGINEERING CHALLENGE as with the stacked design, the bottom satellite must now support its own weight plus the ones above it, multiplied by 6Gs. To address this, our teams have developed incredibly strong carbon fiber structures that enable us to stack up to 8 satellites at once. That means each satellite can support about the weight of a fully loaded Boeing 777 at takeoff, or nearly the weight of the Statue of Liberty minus its pedestal. That's a strong satellite."
- @Emma_Jorna

[Anp🅰️nman @spacanpanman]

$ASTS: Want to learn about the new Block-2 Composite Rings or the size of the largest phased array in LEO? Check out the company’s latest video below

[SpaceX @SpaceX]

Watch Falcon 9 launch the @AST_SpaceMobile BlueBird 8-10 mission to orbit https://t.co/wvLHBYHxID

[Abel Avellan @AbelAvellan]

Successful launch!🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
All satellites were captured within minutes and already orbiting Earth with all systems nominal.

Congratulations to the incredible AST SpaceMobile team! 250Y U.S.A. 🌎📶 🤠

[Tommy Lee @TommyDeepwater]

$RIG Harsh environment Semisub Norge awarded 300 days of work at ~$497k dayrate in Norway, an 9% increase from current $456k dayrate through Nov 2027

Healthy market continues for eligible HE Semisubs in Norway 🇳🇴

Equinox also extended by 90 days at $400k in Australia for 2Q27

[Captain Zwink @CaptainZwink]

$SOC Update on California v. DOE / Sable:

• June 29, 2026 – DOE, Sable, and Pacific Pipeline file motions to dismiss
• July 13, 2026 – California opposition due
• July 20, 2026 – Reply briefs due
• September 14, 2026 – Hearing before Judge Wilson

[Quinten | 048.eth @QuintenFrancois]

Only ~5% of SpaceX stock is floating right now

~95% $SPCX is still locked

Most don’t realize bearish pressure often comes later, when insiders finally get liquidity

Unlock schedule below ⬇️

[PureCycleTech @PureCycleTech]

To help brands get ahead of New Jersey's recycled content requirements, PureCycle is thrilled to announce our collaboration with @amcorpackaging, the global leader in consumer packaging solutions.

https://t.co/BDNmFR8uCD

[AST SpaceMobile @AST_SpaceMobile]

T-Minus: BlueBirds 8, 9, and 10 are Go for Launch aboard Falcon 9.

Launch window opens June 17 at 2:39 a.m. EDT. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Getting closer to connecting the unconnected and under-connected worldwide. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

Watch live: https://t.co/7ZDPEeQIIJ

[Eric Balchunas @EricBalchunas]

The number of ETFs that held SpaceX went from 4 to 40 to now 120 in a couple days (few billion total). These are all active ETFs choosing to buy, not indexes (they coming later). Here's a look at the list sorted by new buy, $JEPQ (the 2nd largest active ETF in world) at the top. Looks like a lot of JPM funds bought.

[📢Rebelión en la Granja🚨 @elorwelliano]

🎯 CONFIRMADO | KEIKO FUJIMORI VIRTUAL PRESIDENTE DEL PERÚ
#EleccionesPeru2026 | Resultados oficiales: Al 99.033% de las actas contabilizadas de la ONPE. Diferencia: 32,909 votos. Keiko liquida la segunda vuelta con amplio margen. Es hora de que Roberto Sánchez admita su derrota.

[Humberto Portillo @FinFreedomMgmt]

@RPKent @chigrl as accurate as the climate change forecasts.

[techfan20 @biotechfan20]

Just heard of a municipality recycling program stating that they will now collect polypropylene (#5 plastic). Conincidence? Or is there now demand...
$PCT

[AST SpaceMobile @AST_SpaceMobile]

Encapsulation complete.

BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch.

A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪

Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Eric Balchunas @EricBalchunas]

Equity issuance is exploding, ending the era of stock scarcity as IPO fever hits. So far 160 cos have announced IPO (incl some big dogs) with plans to raise over $120b, exceeding the combined total from prev two years, which should add $1.5T of stock to the US eq mkt. Good 'Big Take' today from @luwangnyc @csreinicke