Jon Ullery

[Jon Ullery @JonUllery]

@SpaceInvestor_D @spacanpanman Lmao if markets were truly efficient we wouldn’t have a mysterious seller forcing ASTS down at exactly 9:25AM nearly every day for the last month

[Jon Ullery @JonUllery]

@ASTSHodlerClub Keeping a close on the failure to delivers this week

[Jon Ullery @JonUllery]

@MWM76 Shorts trying to front run the J-LEO announcement

[Jon Ullery @JonUllery]

@Reformed_Trader And now getting slammed premarket on absolutely zero news. Seems like the Japan contract news drop is imminent

[Jon Ullery @JonUllery]

@Tjban31 Japan contract news is imminent. There are no coincidences

[Jon Ullery @JonUllery]

@DrAaronThomason @mathlonning Currently rolling weekly $100 calls until J-LEO and T-Mobile announcements. The trade probably won’t work but I like the risk

[Jon Ullery @JonUllery]

@OptionsMike Yes and people will still continue to finance these items but there’s an upper limit somewhere or at least damages sales meaningfully

[Jon Ullery @JonUllery]

@Reformed_Trader Or the fact that if starship can’t launch five consecutive times without blowing up then it won’t scale economically

[Jon Ullery @JonUllery]

@DefinitionsNew CNBC hasn’t mentioned ASTS once today. Forget who was on but they said “not sure how wireless telecoms will compete with Starlink Mobile”

[Jon Ullery @JonUllery]

@Puffery69 @LeoCapital_01 Locked SpaceX shareholders aren’t allowed to buy puts on SpaceX

[Jon Ullery @JonUllery]

@scott_m_powell @endless_frank Think of it this way. SpaceX float is 95% locked, that’s $1.9T that needs hedged because all those locked shareholders know this valuation isn’t realistic. So $ASTS (and others) with its ~$25B market cap is fighting against $1.9T of short positions

[Jon Ullery @JonUllery]

@Reformed_Trader The market is wrong because of midterms? The 2 year yield controls FFR not the Fed Chairman

[Jon Ullery @JonUllery]

@endless_frank Rate hikes are starting to get priced in

[Jon Ullery @JonUllery]

@d_pf86 This exact price action (selling greater than 5% by 10AM and pinning the rest of the day) has happened numerous in the last year. This isn’t retail waking up at 9:30AM going “oops I forgot to sell yesterday”

[Jon Ullery @JonUllery]

@thodriessen @thekookreport Looking at quarterly filings for how much they’ve prepaid for launches I think it’s estimated currently at 6 Falcon 9 launches. Possibly as high as 10 or 11 but the company hasn’t explicitly stated the number

[Jon Ullery @JonUllery]

@Reformed_Trader 0DTE has completely skewed this data

[Jon Ullery @JonUllery]

@KlepperCasey @AllVentured Google issuing shares would indicate that banks don’t want to touch AI capex debt with a 10 foot pole. Very well could’ve marked the top

[Jon Ullery @JonUllery]

@ozpollyanna @AllVentured Google issuing shares instead of taking on debt for AI capex could be seen as a slow down or pause. If banks aren’t willing to fund AI capex that tells me they don’t see the same returns that the Mag 7 are claiming AI will generate