Jon Flieman

[Jon Flieman @JonFlieman]

@BlackScholesMan Great write up Mike

[Jon Flieman @JonFlieman]

😂😂😂

[Lee Roach @leevalueroach]

I have read approximately 3,000 10-Ks in my life. I have read my wife’s emotional state correctly maybe 11 times. This is troubling because the skills should transfer. Both require you to look past the headline. Both require you to read the footnotes. Both require you to notice what was said last quarter that is not being said this quarter.

I can spot a goodwill impairment from 40 pages away. I cannot spot that my wife has been quietly furious since Tuesday. In a 10-K I notice when management changes the word “challenging” to “dynamic” and I correctly interpret this as a warning. In my marriage my wife changed the word “fine” to “fine.” and I did not notice the period. The period was the entire disclosure.

I missed it. I read a footnote last week in a packaging company’s annual report that disclosed a related-party transaction worth $400,000 and I caught it in 90 seconds. My wife told me three times this month that she was tired and I interpreted this as “tired” when in fact it was a Level 3 disclosure requiring immediate management response. I have a system for 10-Ks. I read the MD&A first, then the risk factors, then the cash flow statement, then the notes. I have no system for my wife. She is a company that does not file. She reports continuously and without warning and the format changes every quarter. Her risk factors are not enumerated.

Her MD&A is delivered through sighs of varying length and I have not yet developed the ear. Last week she said “do whatever you want” and I did whatever I wanted and it turns out the correct interpretation of “do whatever you want” was “do not do that specific thing” and I have no idea how I was supposed to know that, and yet, looking back, the signals were all there. The signals are always there. I have been trained to find signals. I find them in companies I will never meet. I miss them in the person I have lived with for nine years. My wife has started saying things like “you would notice this if I were a stock” and she is correct. She is correct. If she had a ticker I would have already built a 6,000-word model on her. I would know her seasonality.

I would know her capex cycle. I would know which quarters historically run hot. Instead I treat her like a private company and I am surprised every time the auditors arrive. I am going to bed now. She said good night in a tone. I do not know what the tone meant. I will find out in the morning. Or I will not. The 10-K of my marriage is filed in real time and I am, as always, three quarters behind.

[Jon Flieman @JonFlieman]

@spacanpanman If we land that Japan deal my god

[Jon Flieman @JonFlieman]

@endless_frank

[OptimusDelta @OptimusDelta]

Congrats to $EOS.AX bulls

Could we be seeing a JV on the 300kw system?

European prime?

Either way, transformational time for the company.

Conviction paying off.

🫦

[zerohedge @zerohedge]

Burry's NVDA puts

[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. 🌎📶 🤠

[Jon Flieman @JonFlieman]

@endless_frank FTC would never let that go through

[Jon Flieman @JonFlieman]

@SpaceMobileShow The FTC will have something to say about it. Antitrust issues

[Jon Flieman @JonFlieman]

@spacanpanman

[Jon Flieman @JonFlieman]

Congrats Antares team!

[Antares @AntaresNuclear]

https://t.co/MygqwoDdn9

[U.S. Department of Energy @ENERGY]

https://t.co/ZDknMBdCQ8

[Jon Flieman @JonFlieman]

@OptimusDelta

[U.S. Department of Energy @ENERGY]

President Trump is unleashing the American Nuclear Renaissance—aiming to have multiple nuclear reactors critical by July 4th on our nation's 250th anniversary.

@SecretaryWright: “This summer you will see multiple next generation nuclear reactors running...America is back!"

[Jon Flieman @JonFlieman]

@OptimusDelta Congrats!

[Jon Flieman @JonFlieman]

@ErikSTownsend @zerohedge

[zerohedge @zerohedge]

"I Think It Will Reduce Our Jobs": Jamie Dimon Predicts AI-Driven Workforce Shift At JPMorgan https://t.co/rVUkgEAlSJ

[Jon Flieman @JonFlieman]

👀👀👀

[Anp🅰️nman @spacanpanman]

$ASTS: Real-time short interest is DOWN for the first time in ~9 days. Short interest now at 66.8M down from 68.3M.

AND that's with convert arbs shorting more to hedge deltas as the stock goes higher.

Short sellers are starting to crack.

[Jon Flieman @JonFlieman]

Top signal 😂

[Anp🅰️nman @spacanpanman]

$ASTS: Real-time short interest hit an all-time high of 69.3M on Friday.

I'm ready, are you?