JDK_Invests

Long-term growth & compounders. Focused on AI, fintech, consumer internet, & space/defense. further coverage on Substack (non monetized) ↓ Not advice

[JDK_Invests @JDK_Invests]

Four new positions in May/June, four different industries, one framework: where I think the market is underestimating long-term earnings power or optionality.

$MRLN: AI digital pilot for defense autonomy. Just cleared its C-130J CDR with USSOCOM.

$VST: the cleanest way to own the structural scarcity of AI power.

$ADTN: optical transport at ~1.2x sales with a free AI optic layer (LiteWave800).

$CELH: a PepsiCo-orchestrated three-brand energy platform, bought ~55% off highs.

Full breakdown on each name here summaries in thread below: https://t.co/vzgxHXTUNd

Not advice

[Anp🅰️nman @spacanpanman]

$ASTS: 🚨🇯🇵 AST SPACEMOBILE IS BIG IN JAPAN

Once the J-LEO project award is formally confirmed, some key benefits to consider:

✅Green lights full commercial approval for AST
✅The SatCo JV opens KDDI, NTT DoCoMo and Softbank to working with AST SpaceMobile since Rakuten's direct mutually exclusivity ends
✅Multi-launch Agmt w/ Mitsubishi Heavy for H3 rocket
✅Japanese Gov to provide $1B of funding over 3 years
✅Gov funding and backing enables the JV to be bankable and eligible for import/export bank Japanese JBIC-supported debt and guarantees as well as US EXIM financing!
✅Future allocation of cellular and/or MSS spectrum

If you liked Satellite Connect Japan, you're going to love Satellite Connect Europe and Satellite Connect America!

[JDK_Invests @JDK_Invests]

@GauchoRico Any reason for credo full sale or just thst it’s run hard past few months ? To reallocate

[JDK_Invests @JDK_Invests]

I like this idea but the premium would have to be massive. Right before $asts has its biggest revenue inflection point. Abel also has a grander vision than short term cashing out. Ie He’s never sold shares.

I’d like Google to also look at reddit too. Get control of decades of data to train models and unique social network ad platform. Premium would not have to be as significant.

[JDK_Invests @JDK_Invests]

@wave3trades Agreed. Surprised they didn’t see this coming awhile back.

[JDK_Invests @JDK_Invests]

@JoshTradeOption I own both. Both great companies. Asts is larger position for me though.

[JDK_Invests @JDK_Invests]

@insouciant_mrkt @ShawarmaCapital Just needs the defense side to work next 4 years for this to be a winner. It’s a win win for all parties. Feel like commercial is just the kicker on top.

[JDK_Invests @JDK_Invests]

@EddieGarcia Smart kid. May have called the bottom

[Zeta @ZetaGlobal]

Big news: Zeta Global and @PalantirTech announced a strategic partnership to build a unified data and AI infrastructure for the future of marketing.

By combining Palantir's AI infrastructure with Zeta's intelligent decisioning and trusted data, we're creating a new standard for data-driven, agentic marketing.

Palantir will support Zeta’s go-to-market efforts to bring this vision to eligible Palantir Foundry customers, helping enterprises connect operational intelligence, customer intelligence, and marketing execution on a unified foundation.

With Zeta's Data Cloud rearchitected on Palantir Foundry, Athena by Zeta™ will be able to draw on richer enterprise data and turn that intelligence into real-time decisions and measurable outcomes at enterprise scale.

As Athena becomes the operating system and infrastructure powering our customers' marketing technology stacks, this partnership creates a powerful foundation for the future of enterprise growth.

Read more: https://t.co/zCdGEKSS3T

[JDK_Invests @JDK_Invests]

@ShawarmaCapital It seems to be getting lumped into the space trade bucket lately which is getting wrecked. Was adding last week

[Anp🅰️nman @spacanpanman]

$MRLN: Roth 2026 London Conference Takeaways

[JDK_Invests @JDK_Invests]

@SpaceX Space x the real deal. I only own Asts here but commend the great execution by space x. Very reliable.

[JDK_Invests @JDK_Invests]

@spacanpanman Added to $mrln too. Good one for averaging down slowly while building a position. They had a big London investor day, unclear if much came of it. Market likely wants to see $ allocated to the $105M deal

[JDK_Invests @JDK_Invests]

@spacanpanman @endless_frank Great video. Should be back above 100 soon, where we belong

[JDK_Invests @JDK_Invests]

@Christo68098001 @SawyerMerritt @SpaceX I do like $fly too. Plus they have missile tracking defense software unit which is unique.

[JDK_Invests @JDK_Invests]

@LeoCapital_01 @ARKInvest @wintonARK I pitched him in twitter DM on ASTS back in April 2021. They passed and stuck with Iridium. 5 years later one’s up ~8x even after the pullback, the other’s up 4% total. They picked the theme but wrong play.

[JDK_Invests @JDK_Invests]

The market is currently valuing SpaceX $SPCX over 2 trillion, with Starlink as the engine. Starlink delivers satellite internet to a dish.

$ASTS is a 32 billion dollar company building the only true broadband network direct to an unmodified phone. 98.9 Mbps to a standard smartphone from orbit. The FCC just cleared commercial US service. Partners include AT&T, Verizon, Vodafone, Rakuten, Google, plus a proposed carrier JV.

Three more BlueBirds launch Tuesday. The constellation scales from here.
If Starlink is worth a fortune beaming internet to a dish, what is the multiple on the only network delivering broadband straight to the phone already in your pocket?

Not advice.

[JDK_Invests @JDK_Invests]

@spacanpanman Nice. I thought I was early at December 2020. Thanks for posting all the dd over the years. helps with the ups and downs.