🚨 - Trump vient de déclarer que le gouvernement américain pourrait acquérir des parts dans des entreprises américaines d’IA et qu’il accueillera une réunion avec des dirigeants de l’IA dès la semaine prochaine.
$NOW CEO reiterates $30 billion in revenue by 2030 in many occasions. He wants to reduce SBC, increases buybacks, told everyone to buy below $100 and he also bought the stock.. plus Trump bought the stock
plenty signals.....
#egide Résultats le 30/06 puis CA trimestel le 27 juillet. Avec le boom de l'imagerie thermique avec exosens , je suis assez optimiste sur une très forte progression du CA!
On vise 1.40 dans un premier temps et 1,75 ensuite!
Capi actuelle 25 m€
#asts entre l'IPO de space X et les lancements mi juin , de gros mouvements sont a prévoir !! J'ai la conviction que si ça passe , les 200 $ seront probablement touchés .
$ASTS SpaceX June launch is still ON! 🚀 $ASTS BlueBird 8 & 10 are already at the FL launch site, completely unaffected by the Blue Origin anomaly.
Rock-solid fundamentals: Over $1.2B in contracted carrier revenue and ~$3.9B in cash to fund the space infra race.
$ASTS is having a rough day after Blue Origin’s New Glenn exploded during a static fire test at LC-36.
Important to call out that no AST SpaceMobile satellite was on the rocket since this was a test firing with no payload. So the near-term launch catalyst hasn't changed with BB8, BB9 and BB10 still expected to launch in mid-June on a SpaceX Falcon 9.
The issue is the 2026 deployment schedule since AST needs multiple launch providers to hit its target of 45 satellites in orbit by the end of 2026 and New Glenn was expected to be a key part of that launch cadence.
Blue Origin was already dealing with an FAA investigation into the April second-stage failure which had introduced some uncertainty into this year’s launch plan but last night’s explosion adds a much larger problem because LC-36 is currently Blue Origin’s only operational New Glenn launch pad.
If the pad suffered significant damage (probably did) New Glenn’s return-to-service timeline will stretch meaningfully making it harder for AST to hit its 2026 satellite deployment target under the current launch plan.
Thats why the stock is selling off since AST can pursue additional launch providers over time but new launch diversification does not fully solve a near-term 2026 timing issue.
Drone Volt au salon de défense CANSEC 2026 aujourd'hui avec le Kobra équipé de caméras thermiques & SWIR d' #Exosens#dronevolt $aldrv rapprochement du secteur défense ?
DRONE VOLT au CANSEC 2026 les 27 et 28 mai 2026. Le plus grand salon professionnel du secteur de la défense et de la sécurité au Canada. #dronevolt $ALDRV
$ASTS closed at $119.70 +13%. But look what happened at 16:00:01.
Over $500M in large institutional buy orders hit at market close. 999K shares. 515K shares. 249K shares. Block after block. All buys.
Total capital flow: $1.08B inflow vs $531M outflow. Net +$554M. Large orders alone: +$576M net.
Retail was slightly net selling; taking profits on a green day. 🤡🤡🤡
Institutions were aggressively accumulating at the close.
When big money buys while retail sells, that's the signal.
The @SpaceX S-1 repricing isn't speculation anymore. It's showing up in the order flow. This is what we talked about the day the S-1 landed.
$ASTS 🛰️
Petit point sur Vusion $VU.PA et son véritable edge à horizon 2030 :
Actuellement le marché perçoit Vusion comme un installateur d'étiquette électronique en magasin. Buisness retail, concurrence easy.
Mais ce que ne voit pas le marché, c'est la division VAS ⬇️