Keith Christensen

I’m a husband, a father, a Latter Day Saint, a Utah conservative, I tweet against all things woke, about investments and about Jesus and Latter Day Saints.

[Keith Christensen @KeithChristense]

@XFunds_ Over 10 cents! Glad to see it’s recovering a bit.

[Keith Christensen @KeithChristense]

@TopDividendETFs My favorite is GPIQ. Great balance between appreciation and dividends. Gives both!

[Alex Epstein @AlexEpstein]

Energy Institute just released its latest Statistical Review of World Energy.

Surprise: The vast majority of global energy consumption is oil, coal, and gas! A tiny proportion is solar and wind—and that’s not reliable energy, it’s fuel-saving for reliable energy.

[Brad Wilcox @BradWilcoxIFS]

The data tell a very different story about ‘grey divorce’ than the breezy & upbeat one so often conveyed in MSM.

[Rand Paul @RandPaul]

Citizenship should never be for sale. This is the clearest case yet for my Constitutional Amendment ending automatic birthright citizenship for children of foreigners or those just passing through to give birth so their child becomes an American citizen.

[Peter Foreshaw Brookes @PeterRFB]

Culture matters for the decisions people make! We live in a world where social trends are set by 20 year olds who are yet to experience much of what adult life has to offer... is this a good idea?

[Jared Hayden @jareddhayden]

In 2023, @FamStudies was at the forefront of social media safety with model policy that requires parental involvement and consent for kids' usage. Parents have long known Silicon Valley isn't doing enough to protect their kids. Keeping them in the loop is common sense.

[Keith Christensen @KeithChristense]

@HighYieldHustle How much do you allocate to CHPY? Or rather what % of your portfolio do you limit it to?

[Cary Cheshire @CaryCheshireTX]

"John Roberts has made his decision; now let him enforce it!"

It is time for red states to lead where the Supreme Court has failed.

There are no federal birth certificates.

Texas and other states must refuse to issue them to children born to non-citizens. #txlege

[Dale Partridge @dalepartridge]

If the Garden of Eden teaches us anything it’s that, by nature:

1. Men are designed to rule
2. When men don’t rule, women will
3. Women are not designed to rule
4. Women are more easily deceived

No more women judges or politicians.

[End Wokeness @EndWokeness]

Justice Clarence Thomas wrote a 91-page dissent on why this birthright citizenship decision is pure crap

Our grandchildren will thank him for it

[kurt lash @kurtlash1]

Justice Thomas, in an opinion joined by Justice Gorsuch, quotes or cites my work eight separate times. The cites are to several of my works, including "Prima Facie Citizenship" (forthcoming Notre Dame); The Origins of the Privileges or Immunities Clause, Part II, (Geo. L. J., 2011); and The Fourteenth Amendment and the Privileges and Immunities of American Citizenship 171 (2014) (book). Justice Alito also cites "Prima Facie Citizenship." https://t.co/oosQWrvkcC

[Mike Cleans @cleanwithmike]

If I wanted to quit my job & replace my salary this Summer, here's exactly what I'd do:

1. Set up a simple website with AI before the week is over. Not next month. Not after you "research more." This week.

[Emanuel Quiñones @EQuinones6310]

The World Cup has turned America into a discovery channel for the rest of the world.

And they are not handling it well.
In the best possible way.

Here is what they are discovering:

Free public restrooms. Europeans pay every time.
Free water at every restaurant. Just appears.
Free refills. Coffee. Sodas. Iced tea. Unlimited.
Free chips and salsa before you even order.
Free warm bread with dinner.
Ice in drinks like civilized people.
Air conditioning everywhere. Not a moral debate. A fact.
Parking lots attached to the actual place you are going.
Drive throughs where the food comes to the car while you sit in it.
Ranch dressing by the gallon.
Tex-Mex that cannot be explained only experienced.
Dental care that actually works.
Buccee’s. There are no words for Buccee’s.

Then they found the grocery stores.

Five of them within one mile.
Each one the size of an aircraft hangar.
Burgers. Steaks. Brisket. Ribs. Pulled pork. Lamb. Veal. Every cut of every animal ever domesticated by human civilization available in one refrigerated aisle at ten in the morning on a Tuesday.

The Germans stood in the meat section for forty five minutes.
In silence.
Processing.

They finally understand why we do not have trains.

We have roads wide enough for the cars we actually drive.
Parking lots the size of small European countries.
Airports in every city worth visiting.

Why would we need trains.

The Germans are taking ranch home by the bottle.
The Dutch found queso and briefly lost the ability to speak.
The Japanese are photographing HEB like it is the Louvre.
The Czechs are weeping in West, Texas.

Welcome to America!
The greatest country on earth.

[Kevin Chen @Defiantclient2]

$ASTS: BlueBird trackers 👀

https://t.co/aKZXkBXcpo

https://t.co/CoJz1ut82A

https://t.co/1i4GxnlD1k

https://t.co/RZAWPdlgm3

[High Yield Hustle @HighYieldHustle]

If You Own $BLOX You Need To Read This:

Here’s exactly how $BLOX generates 36% yield without destroying NAV.

Full breakdown. 🧵👇

[Mike Lee @BasedMikeLee]

Read the Book of Mormon.

Cover to cover.

Pray about it, asking sincerely to know whether it’s true (the final chapter provides specific guidance on this point).

Then tell me whether Latter-day Saints believe in Jesus Christ.

Will you accept that challenge?

[Thoughtful-Faith @ThoughtfulSaint]

@michaeljknowles @xyathon @michaeljknowles I would be happy to come on you show… maybe me and @KaiSchwemmer could come on and talk about this.

[The Institute for Family Studies @FamStudies]

Happy Mother's Day!

The data show married moms are more likely to report being very happy and pretty happy in life.

[TheRealSalDePaol🅰️ @DepaolaSal]

Let me talk about instant gratification and why it's destroying retail investors in $ASTS and honestly in life in general.

We live in a world where people can't wait for anything. Amazon same day delivery. DoorDash in 30 minutes. TikTok in 15 second clips. Swipe left, swipe right. Next. Next. Next. And people have taken that same energy into investing and it is genuinely one of the most destructive things I've ever watched happen in real time.

Here's what's wild to me. AST SpaceMobile went from $2 to $130. Let that sink in. $2 to $130. And now it's sitting at $74 and people are acting like the company is failing. You bought at $2 and you're complaining at $74? That's a 37x return and you're on X posting about how management lies and misses timelines? Be serious.

But let's talk about those timelines because this is where people really expose how little they understand about engineering, manufacturing, and what it actually means to build something that has never existed before.

AST SpaceMobile is not building an app. They're not dropping a software update. They are hand-building the most complex commercial satellites ever put into low earth orbit. Satellites so large, so technically advanced, that when you look at the BlueBird specs compared to anything else up there, it genuinely looks like science fiction. These things are pushing the absolute boundaries of what human engineering can do right now. Abel Avellan has been sleeping on the production floor. Let that image sit with you for a second. The CEO. Sleeping on the floor of the factory. Because that's the level of commitment happening behind the scenes while retail investors are posting bear takes from their couch.

And yes. They've missed timelines. You know who else missed timelines? Every single space company in the history of space. Every single one.

Elon Musk said people would be on Mars by 2025. It's 2026. Not even close. He's now saying 2030, which he'll probably miss too. SpaceX has missed more deadlines than I can count. Starlink missed timelines. Falcon Heavy missed timelines. Starship has been "almost ready" for years. And what's SpaceX worth right now? They're targeting a $2 TRILLION IPO valuation. TWO TRILLION DOLLARS. So the next time someone tells you ASTS missed a launch window so it's over, remind them that the greatest space company ever built missed virtually every major deadline they ever set and they're worth $2 trillion.

Amazon's Kuiper? Late. Blue Origin? Chronically late. New Glenn just put a BlueBird satellite in the wrong orbit. These are the best funded aerospace organizations on planet Earth and they can't hit a deadline. That's not failure. That's the nature of operating at the edge of what's physically possible.

What AST has accomplished is actually extraordinary when you look at it objectively. They went from a startup nobody believed in to having AT&T, Verizon, Rakuten, Orange, Telefonica, TELUS and 50+ of the world's largest mobile operators signed as partners serving nearly 6 billion subscribers. They got FCC approval for a 248 satellite constellation. They secured prime contractor status on a $151 billion Golden Dome defense program. They have $2B+ in cash, $1.2B in contracted commitments, and just filed a patent that could multiply their spectrum capacity by 3x to 10x making their already extraordinary spectrum position worth potentially $6.8B to $17B in added value in the US alone. And they did all of this while building something that has literally never been built before.

But the bears and the impatient want results now. Today. This quarter. And if they don't get it this quarter they're done. Moving on. Next.

That's not investing. That's gambling with an impatience problem layered on top.

Real investing requires understanding what you own, having conviction in the vision, and having the patience to let world-changing companies actually change the world. It took Amazon 10 years to be taken seriously. Netflix was a joke for years. Tesla was the most shorted stock on earth before it went up 10,000%. The pattern is always the same. Visionary company. Massive execution challenges in uncharted territory. Impatient retail investors exit. Institutions accumulate. Company delivers. Stock re-rates violently upward. Retail watches from the sideline.

Don't be that retail investor.

If you don't understand engineering timelines, if you've never built anything complex in your life, if you've never managed a manufacturing process for something that's never been made before, maybe pump the brakes before you post your bear take about a company whose CEO is sleeping on the factory floor to make sure a $30 million satellite is perfect before it goes to space.

Because once it goes up, it's up. Forever. You don't get to patch it. You don't get to recall it. You have one shot. And that's exactly why they take the time they take. And that's exactly why the bears will be wrong.

Patience isn't weakness. In investing, patience is the entire game.

$ASTS 🛰️

NFA