Keep your head above the water.
Fundamentals matter more than anything long term.
Into breaking edge technologies, market disrupters, and innovative ideas.
Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.
I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.
We will fly again before the end of this year. Gradatim Ferociter.
@bennybigbull Both should be solid long term. MP may be the 'safer' option. USAR is a slight gamble for higher upside shorter term (at least that's what I keep telling myself). Also, you're not too late for $ONDS - keep some cash on hand in case it does pull back again 👍
$ASTS There are so many lazy finance bros that got into finance thinking it was a good way to get rich.
Cousin of mine just got off the phone with his financial advisor who can’t believe the gains he’s having and borderline starting to ask his client(my cousin) for advice.
When we told him a year ago what the company hypothetically could be worth his response was, “but they only have X amount of revenue.”
If a state is building a toll road and they’re 60% done, but the road’s generating no revenue yet, do you think the state isn’t already budgeting with that revenue for the following year?
We know a ton of revenue is on its way at a 90% margin. It’s inevitable and nobody can compete with them for years, if not forever.
That’s why 98-99% of the terminal value of AST Spacemobile has yet to be realized in the stock price. /End
🚨 $ONDS to join the Russell 3000! 🎉
This could be the somewhat boring catalyst that finally ends up pushing the stock up and out of the $9-$12 range it’s been stuck in the past few months.
Fund managers that track this index will be obligated to buy $ONDS once officially incorporated after market close on June 26, 2026.
This isn't about $ASTS or any specific stock. And it's not against any particular bull or bear on here. This is about how markets and social media actually work. If you trade stocks and spend time on X, read this.
Here's how the game works.
Someone builds a following by posting DD. Good research. Accurate facts. Audience grows. Trust builds. Then one day they post "this is going to $1000" right before they sell into the momentum their own audience created.
It happens every day. On every stock. On every platform.
The bull posts a thesis. Followers buy. Price moves up. The bull sells. Followers are left holding a position they bought based on someone else's conviction, not their own.
The bear does the same thing in reverse. Posts FUD. Price drops. They cover their short. Then go quiet.
Both sides use retail as exit liquidity.
Nobody tells you this about cost basis.
When someone says "I'm long and holding strong" - - you don't know their entry. They might have bought at $20. A drop from $85 to $60 is still a 3x for them. For you at $85, it's a 30% loss. Same stock. Same "conviction." Completely different reality.
Their diamond hands cost them nothing. Yours might cost you everything.
That's why someone's cost basis doesn't help you. Their risk isn't your risk. Their timeline isn't your timeline. Their portfolio isn't yours.
How shorts and longs manipulate sentiment.
Shorts don't just sell stock. They sell fear. A well-timed bearish tweet on low volume can move a stock 5%. They post "insider selling" or "competition will crush them" - - sometimes true, sometimes out of context, always timed for maximum impact. They cover at the bottom.
Longs do the opposite. "Squeeze incoming." "Triple digits by Friday." New buyers pile in at the top. Early longs sell into that buying pressure.
Both sides make money. The people in the middle - - scrolling X for confirmation bias - - are the ones who lose.
This isn't aimed at anyone specific. It's just how the game is played. Every stock. Every community. Bulls and bears both play retail both ways.
Now here's what actually matters.
There's a difference between information and speculation. A post breaking down spectrum analysis, revenue math, or FCC filings - - that's information. It helps you build a thesis. Use it.
A post saying "triple digits by Friday" or "this is going to zero" - - that's speculation dressed as conviction. It feels good or bad for 30 seconds. It changes nothing about the fundamentals.
Learn to tell the difference. Take the DD, verify it yourself, and use it to build your own thesis. Ignore daily noise about what the stock will do tomorrow. Nobody knows.
Be honest with yourself.
How many times have you checked the price today?
Is the dopamine hit from a green candle actually helping your portfolio? Or does it just feel good for 30 seconds before the next red candle takes it away?
The stock doesn't care if you're watching it. It goes where the fundamentals take it. If you've done the work and the thesis is intact, checking the price every 15 minutes changes nothing except your anxiety level.
Here's what actually works.
Read the filings yourself. Not just someone's summary - - the actual filing. Read others' DD as pointers and starting points, but build your own conviction by cross-checking the claims they make. If a post says "revenue is contracted" - - go verify the source. If someone says "FCC approved" - - go run the FCC post through any LLM. The 30 minutes you spend verifying is worth more than 3 hours of scrolling for opinions.
Don't trust me. Don't trust bears. Don't trust anyone with a portfolio you can't see.
Take the information. Process it. Make your own decision. That's it.
The best investors I know spend less time on X than you'd think. They read, decide, size correctly, and then go coach their kid's soccer game.
Your portfolio compounds over years. Your stress compounds over minutes. Choose which one you're optimizing for.
Someone who nobody has ever heard of, declined 8 debates, and took $20 million in donations from Israel “won” a primary from an 8 year constituent.
We’re cooked.