Megatrend Master

Selected megatrends, trusted information, sharp takes.
Master of information.
No paid promos. NFA.
$SPCX

[Megatrend Master @MegatrendMaster]

SpaceX is the landlord of intelligence.

Orbital compute, Starlink backbone, and launch cadence are the scarce stack under AI's power and bandwidth hunger — not a side bet.

[Megatrend Master @MegatrendMaster]

@iykecharles316 @leeminceman @aleabitoreddit Thanks guys but I hold both and will buy more both too 👌

[Megatrend Master @MegatrendMaster]

@AlmaCap114204 Agreed. $ASTS is little more risky but have a way more longterm growth ahead.

[Megatrend Master @MegatrendMaster]

@jbm_1992 $IREN is my TOP1 neocloud. I have $SPCX and $CRWV, $WULF also.

[Megatrend Master @MegatrendMaster]

@humanode_io $HMND 💎

[Bet The Decade @BetTheDecade]

AST SpaceMobile proved a normal phone can get broadband from orbit. Now it's a race: 12 BlueBirds up, ~45 targeted by early 2027, ~90 days since the last launch, and SpaceX buying spectrum. We broke down the numbers, the risks and the 1T math. $ASTS https://t.co/QtBoZGGkmR

[Megatrend Master @MegatrendMaster]

SpaceX reused more than a booster on USSF-432.

Its eighth flight followed GPS III-8 and six Starlink missions. One vehicle serving navigation, broadband and national security.

The moat to watch is reuse across customer types, not just launch count. NFA.

[Megatrend Master @MegatrendMaster]

@NautilusBio Bullsih for $NAUT

[Megatrend Master @MegatrendMaster]

Mix flip, hard print. Rockets → Starlink cash → GPU landlord is no longer a story — it's the P&L. Chart #1.
NFA. https://t.co/LOjnNqAFge

[Bet The Decade @BetTheDecade]

SpaceX Q3: Super Intelligence $7.56B — now the biggest engine in a $14.6B quarter. Chart #1 shows the Musk-web mix flip (rockets → Starlink cash → GPU landlord). Full article: https://t.co/80Sv0AnUJi

$SPCX · Not financial advice.

[Megatrend Master @MegatrendMaster]

@SpaceX $SPCX 👀

[Megatrend Master @MegatrendMaster]

$ASTS just put a rocket under the constellation: Blacklift — reusable ~20-ton ride for up to 5 BlueBirds a flight, Firefly Miranda/Vira engines, first flights late 2028.

What it buys: unconstrained LEO access and owners' economics on the largest phased arrays already flying. External pads stay for 100+ birds through 2027–28; Blacklift is the control knob after that.

Capex is real (~$1.3B Firefly stack: engines, IP license, engineering). Capex that kills the launch queue is still bullish for D2D — spectrum + array + ride under one roof.

Called the vertical stack early. Launch was the missing piece.
NFA.

[Megatrend Master @MegatrendMaster]

Earlier: every AI-power and interconnect story eventually hits the same bottleneck — who owns the birds, the pads, and the ground terminals. That landlord collects rent in bits and kg.

[Megatrend Master @MegatrendMaster]

SpaceX is the landlord of intelligence.

Orbital compute, Starlink backbone, and launch cadence are the scarce stack under AI's power and bandwidth hunger — not a side bet.

[Megatrend Master @MegatrendMaster]

Today: $SPCX trades as the public proxy while the private company still owns the launch + constellation moat. Capex and spectrum beat slogans.

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.

https://t.co/QhsuaWTFFE

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift

[Megatrend Master @MegatrendMaster]

The miner-to-landlord flip is the chart worth bookmarking. Next check is whether AI Cloud stays funded through the slip. https://t.co/lCAXUfWBBn

[Bet The Decade @BetTheDecade]

IREN Q1: AI Cloud $200M (~88% of revenue), >$4B contracted ARR still fully funded, operating target slipped to Jan 2027. Chart #1 shows the Bitcoin-to-AI flip in five quarters. Full article: https://t.co/sz8hyTYpKj We hold $IREN.

[Megatrend Master @MegatrendMaster]

Hashrate nostalgia is lagging the ticker. Hyperscaler leases turned this into an AI-landlord print. https://t.co/wBHKosYuAG

[Bet The Decade @BetTheDecade]

🚨 $WULF Q3: HPC LEASES NOW 83% OF REVENUE

Revenue $76.2M — HPC lease $63.0M, digital assets $13.2M.

Adj. EBITDA −$12.8M. GAAP NI ~$710M = mostly non-cash warrant FV (+$728M). Diluted EPS −$0.03.

Lake Mariner: 102 MW live + 336 MW building ($8–10M/MW guide held).
Justified: Anthropic ~401 MW / ~$19B 20-yr lease + Google credit backstop (Nov 4) + Fluor EPC.
Muskie power →1 GW. Cash+restricted ~$2.4B.

AI landlord print, not a miner story. We hold $WULF. NFA.

$WULF #AI #HPC #Earnings

[Megatrend Master @MegatrendMaster]

Branded GLP-1 on a consult-to-door rail — compounding is out of the story. $HIMS just became a distribution bet. https://t.co/KSGdwwJq1Y

[Bet The Decade @BetTheDecade]

🚨 LILLY PUTS ZEPBOUND + ORAL FOUNDAYO ON HIMS

Self-pay on the Hims & Hers platform after a licensed Rx:
• Foundayo from $149/mo
• Zepbound from $299/mo

Consult → prescribe → ship home. Hims has never offered compounded Lilly GLP-1s — and commits not to.

We hold $HIMS. NFA.

$HIMS $LLY #GLP1 #Telehealth #Obesity

[Megatrend Master @MegatrendMaster]

Floor space is the scarce input now. Mid-2027 isn't a Cybertruck eulogy — it's Cybercab claiming the Texas line. Robotaxi just got a hard plant date. https://t.co/T5iYclKBi3

[Bet The Decade @BetTheDecade]

🚨 MUSK: CYBERTRUCK WINDS DOWN AT GIGA TEXAS BY MID-2027 — ROOM FOR CYBERCAB

Elon Musk (X Fri ~1:30 AM ET): Tesla will wind down Cybertruck production at Gigafactory Texas around the middle of next year to make room for increased Cybercab production.

Reuters: unclear if the line moves or ends. Austin is the only known plant for Cybertruck's specialized parts. Lead engineer Wes Morrill: spare parts and service continue — the truck "lives on through Cybercab."

We hold $TSLA.
#Tesla #Cybercab #Robotaxi

[Megatrend Master @MegatrendMaster]

@Barista_FI Agent nie potrafi narobić szkód jeśli jest dobrze przygotowany.