Mike Romano

✞ • Investing for Freedom • Currently in $ONDS $PLTR $IREN $OPEN $HIMS $SOFI 🚀💰• $TSLA $NVDA 🧱

[Mike Romano @MikePLTR]

Open the damn stock market already 😅

[Mike Romano @MikePLTR]

Don’t sell. Accumulate.

[Mike Romano @MikePLTR]

This is why I only invest in companies I have strong conviction in.

While this market dip sucks, I am not worried.

[Yee @YeeTak8]

$OPEN

All eyes are on @Opendoor 👀 👌 🔥 🤯 🥵

Opendoor Technologies Inc. (NASDAQ:OPEN) is one of the 10 Stocks That Have the Potential to Rise 1000%

[Mike Romano @MikePLTR]

Excuse my language but…

What the fuck is going on today? 😂

[Mike Romano @MikePLTR]

This is why I only invest in companies I have strong conviction in.

While this market dip sucks, I am not worried.

[Mike Romano @MikePLTR]

Nothing has changed.

Just the total of your portfolio.

Stay calm.

Keep investing in your conviction.

Even Trump doesn’t know why we’re dropping.

[Mike Romano @MikePLTR]

@GrindeOptions Big time

[Phil Trubey @PTrubey]

Woah! Elon actually gave breaking news in his JP Morgan interview today with Jamie Dimon.

Optimus robots will be connected to Starlink! He made it clear that “AI robots” have huge connectivity bandwidth requirements and thus Starlink will have to up its game to support them. This implies that Optimus may have hybrid AI models, both on robot models and off robot cloud models.

He expects Starlink to orbit 100,000 satellites, 10x more than today, and future satellites will be half the distance from the earth than the current constellation, reducing latency accordingly. Currently Starlink sats orbit around 550 km, so new satellites would be around 300 km. This would support much lower latency (maybe down to 12 ms or so) as well as support Direct To Cell much better for worldwide cellular satellite communications.

The new V3 satellites will be 10-20 times more capable than the V2 satellites. They use three proprietary “beyond” state of the art chips that SpaceX designed. Jamie mentioned that this constellation might supplant or at least supplement ocean fiber optic cables. Each Starship should be able to launch 50 of these much larger satellites at a time.

Don’t sleep on SpaceX’s lunar ambitions. Elon likened SpaceX to Union Pacific and the hotels it built as they were building the railway across the country. Elon said vacation hotels on the moon were a distinct possibility. Jamie joked that he never thought he’d see Elon enter the hospitality business.

And continuing the transport analogies, Elon pointed out that Starship’s propellant (natural gas/oxygen) is cheaper than jet fuel. He said that in theory you should be able to transport cargo into space at a lower cost than trans oceanic airplane flights.

Btw, SpaceX develops and manufactures its own space lasers for inter-satellite communications (more vertical manufacturing).

Other news. SpaceX has been self funded since 2015 or so, never raising any money in the past ten years. The various rounds since then were liquidity rounds for employees.

Elon said that data centers in space should be much easier to do than Starlink satellites. The space data centers are initially intended to allow others to put their own chips and software into them making them a co-location data center model, which is pretty wild. Kinda like extending the anthropic Colossus rental deal, but in space.

In the future they will make their own space specific data center chips and run their own AI software.

Terafab is to address the next limiting factor in chip manufacturing. For instance there are ZERO memory fabs in the US right now. Classic Elon, address supply chain before it becomes an issue just like he did for EV batteries and lithium refining.

SpaceX is not only is supplying the US military with the Starshield product based on Starlink, but Elon stated they do other classified work.

[Mike Romano @MikePLTR]

@GrindeOptions $SPCX

[Mike Romano @MikePLTR]

@RentYourStocks 🫣

[Mike Romano @MikePLTR]

I am very excited to get into $SPCX

Previously owned $RKLB and $ASTS, most likely would have been back in one of those names by now if not for SpaceXAI IPO.

I intend to hold this name in my long term RRSP account with $TSLA & $NVDA. Will be holding for 10+ years… ✍️

[Tesla Hong Kong 香港 @teslahongkong]

Tesla was Hong Kong's top brand in May, with Model Y being the best-selling vehicle of any kind — across all fuel types.

(Source: Particulars of first registered vehicles of Transport Department)

[Mike Romano @MikePLTR]

Almost time to buy 🧐

Friday might be the day if we keep dumping!

[steve2bacon @steve2bacon]

me trying to listen to my boss talk about some bullshit on teams while my port’s getting nuked

[The Tech Investor @TheTechInvest]

I predicted $IREN expansion in Australia.

I predicted $IREN expansion in East Asia ( still a probability with no job listings so far). But referring to the availability of marine connectivity is very telling.

I focused on $NVDA & $IREN close partnership since the CCO statement at $NVDA GTC, which was followed by $NVDA very first deal with a neocloud and Mirantis acquisition, which is $NVDA very close partner.

I am also predicting that $IREN will be the first Australian trillion dollar company. Going from 2.9GW to nearly 6GW and adding 2 continents to its global presence in 7 months is miraculous for the most optimistic shareholders.

I am all in on $IREN and I spend most of my 24 hours reading about this gem.

[Mike Romano @MikePLTR]

If you missed an opportunity to add these past couple weeks…

Here you go.

[Mike Romano @MikePLTR]

Don’t sell. Accumulate.

[Mike Romano @MikePLTR]

As long as my stocks have higher lows, I remain a happy investor.

Even in the case they go lower, for example; $ONDS to $9 or $OPEN to $4, I consider that another massive opportunity to add.

[Mike Romano @MikePLTR]

Here’s my full portfolio:

LONG-TERM RRSP:
$TSLA - Robotics/AI ($SPCX merger ⏱️)
$NVDA - Semiconductors/Software

MAIN:
$ONDS - Autonomous Defence
$PLTR - AI Software/Ontology
$IREN - AI Infrastructure
$OPEN - Housing/Real Estate
$HIMS - Healthcare
$SOFI - Fintech/Banking

🫡