jeevacation

Long islands. Short flight logs.

@mcgillu graduate 2025.

[jeevacation @JeevacationCap]

@retail_mourinho Morocco 🇲🇦

[jeevacation @JeevacationCap]

@duccyyyy @CKCapitalxx looks good!

[jeevacation @JeevacationCap]

@duccyyyy slopmaxxer

[jeevacation @JeevacationCap]

So my tweets are being copied and pasted, and then tweeted again. Just a heads up, be careful of furus like this.

[HENNY @hennycapital]

I will keep accumulating $ASTS and $PL at these levels and lower, plain and simple.

[jeevacation @JeevacationCap]

@YahuCapital @TheObserverCap Thanks Yahu Capital!

[jeevacation @JeevacationCap]

@hennycapital lets fucking ride!

[jeevacation @JeevacationCap]

June 17. Cape Canaveral. Falcon 9. $ASTS

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10

https://t.co/AqgzCO9n6q

[jeevacation @JeevacationCap]

@Sheenowitz @Pentosh1 fr especially SUI

[jeevacation @JeevacationCap]

@CaesarCapitalz or shitpath

[jeevacation @JeevacationCap]

@retail_mourinho

[jeevacation @JeevacationCap]

@2147mill nice you can buy a meal deal from tesco

[jeevacation @JeevacationCap]

$SPCX Most people think the space datacenter trade is about:
→ GPUs in orbit
→ Optical inter-satellite lasers
→ Starship launch economics

But who brings the data back to Earth?
AI1 routes through Starlink's E-band gateways.
SpaceX contracted Filtronic $FTC.
E-band at 80 GHz.

[jeevacation @JeevacationCap]

@EhrmantrautCap_ sounds good.

[jeevacation @JeevacationCap]

@CKCapitalxx @retail_mourinho

[jeevacation @JeevacationCap]

Last week I initiated coverage of $PL with a buy rating and price target of $53, raised from $40.

I am long and strong bby.

[The Observer @TheObserverCap]

Friday's space stock dump ($RKLB -8%, $ASTS -10%, $LUNR -13%, $SPCE -24%) was sector rotation into the $SPCX IPO, not a thesis break. With SpaceX now public and the rotation done, the listed names look poised to grind back up.

The obvious candidates:

$RKLB Neutron debut in 2027 against a $2.2B backlog, plus a slot on the DoW Space Based Interceptor program under Golden Dome with Raytheon. Joins the Nasdaq-100 next Monday (June 22).

$ASTS Direct-to-cell constellation deploying BlueBird 8/9/10 this Wednesday (June 17) on SpaceX Falcon 9. Targeting 45 satellites in orbit by end of 2026, with $3B+ cash on hand.

The European alternatives:

$AVIO Italian launcher behind Vega-C, returned to flight in late 2024 with ESA and commercial missions stacked through 2026/27. Also won a slice of ESA's European Launcher Challenge.

$OHB German satellite prime building Galileo Second Generation, ARTES, and inside the SpaceRISE consortium that won IRIS² (EU sovereign secure connectivity). Pure-play European space that hasn't run with the US names.

The hidden players:

$ENSI UK fabless ASIC chipmaker for space communications, and AST SpaceMobile's chip partner (developing the next-gen ASIC for AST's spacecraft payloads). Plus an April 2026 deal with another major European satellite operator: $6.8M NRE plus potential $50M+ supply, against a ~£400M pipeline.

$FTC UK supplier of HF power amplifiers and E-band modules to SpaceX Starlink. SpaceX owns 10%, two production contracts locked in (£15.8M + £47.3M GaN E-band), direct read-through to SpaceX scaling.

Friday was rotation. The thesis is intact.

[jeevacation @JeevacationCap]

@CKCapitalxx

[jeevacation @JeevacationCap]

@TheValueTrade Big AND True.

[jeevacation @JeevacationCap]

Everyone just buy Filtronic $FTC.L, no need to comment.

[Elon Musk @elonmusk]

@JonErlichman I think SpaceX might be able to reach approximately $1T revenue in 2030