Nomad Cap AI Aerospace

formerly known as @eveleighcap

[Nomad Cap AI Aerospace @Nomad_cap]

@Nd172557208 Found out about the hoom prices here

[Nomad Cap AI Aerospace @Nomad_cap]

App software next.

[Jen Zhu @jenzhuscott]

Massive output uptick due to agentic AI. Complete flat adoption.

[Nomad Cap AI Aerospace @Nomad_cap]

$ASML +50%

[Bloomberg @business]

Elon Musk will virtually attend a closed door technology conference run by ASML to discuss his Terafab project, which the chip-equipment maker considers a “serious endeavor.” https://t.co/uuYSQeFXbz

[Nomad Cap AI Aerospace @Nomad_cap]

Good to see https://t.co/AH4E6ZSxQb’s estimate for my propadee continues to go up despite prices tanking.

[Nomad Cap AI Aerospace @Nomad_cap]

My super boomer take is that I want to build my own financial models. Only way for me to get a gut feel for the biz and flag any accounting issues.

[Nomad Cap AI Aerospace @Nomad_cap]

Booked our annual Japan holiday!

[Nomad Cap AI Aerospace @Nomad_cap]

Welcome to semis!

[Nomad Cap AI Aerospace @Nomad_cap]

Cycle not over until the infinite money glitch stops working

[Nomad Cap AI Aerospace @Nomad_cap]

@breadcrumbsre Welcome to the singularity?

[Nomad Cap AI Aerospace @Nomad_cap]

@Nd172557208 And enforced

[Nomad Cap AI Aerospace @Nomad_cap]

@kijunsen

[Nomad Cap AI Aerospace @Nomad_cap]

@claudedwalker 🙏

[Nomad Cap AI Aerospace @Nomad_cap]

How do ppl make sense of owning cyber security stocks as a thousand times earnings?

Genuine Q…

[Nomad Cap AI Aerospace @Nomad_cap]

Unlike ai capex where the unit eco of the frontier labs is heavily loss making and becomes ever reliant on external funding, starlink sending satellites into space is self funding.

[Nomad Cap AI Aerospace @Nomad_cap]

Think there’s room for unit eco and ROIC for starlink satellites to get much better due to better utilisation.

The contention ratio is too low even vs terrestrial towers.

[Nomad Cap AI Aerospace @Nomad_cap]

Meanwhile all the space based competitors are science projects and/or stock promotion schemes.

All the terrestrial telco guys are stuck in the 2000s, are constrained financially from balance sheet and cashflow perspective, and their customers hate them.

[Nomad Cap AI Aerospace @Nomad_cap]

ComSec trying to get me to buy spacex PA.

[Nomad Cap AI Aerospace @Nomad_cap]

Enjoy clipping 3% dividends when the stock goes down 20%

[Nomad Cap AI Aerospace @Nomad_cap]

I don’t think equity income PMs who invest in ex US telcos for the divys is ready for competition from Starlink.