rodney peterson @RodMan7319 - Twitter Profile

My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12. She'd have $40,000,000 if she held $NVDA since its IPO with $10,000. There's 10 stocks with direct SPACEX partnerships: 1. $SATS — EchoStar The most direct SpaceX proxy. Sold spectrum licenses to SpaceX in a $19.6B deal and received an $8.4B SpaceX equity stake in return. Buying SATS = buying pre-IPO SpaceX exposure with a public ticker. 2. $TMUS — T-Mobile SpaceX partnership delivers Starlink Direct-to-Cell coverage across 500K+ square miles of dead zones no special hardware needed. Guides $77B in service revenue and $37–37.5B EBITDA for 2026. Most financially dominant carrier riding the Starlink wave. 3. $FLTCF — Filtronic (OTC / AIM: FTC.L) Pure-play SpaceX hardware supplier. Five-year supply agreement with SpaceX; revenue more than doubled to £56.3M in FY2025 with £13.4M operating profit. Landmark £47.3M contract to supply next-gen GaN E-band amplifiers for Starlink cumulative SpaceX contracts now exceed $115M. Biggest hidden gem on this list. 4. $GOOGL — Alphabet Owns ~7.5% of SpaceX worth tens of billions at SpaceX's $1.75T IPO valuation. When SpaceX lists, Alphabet's balance sheet gets a massive mark-up. Sleeping SpaceX exposure inside a mega-cap. 5. $LUNR — Intuitive Machines Guiding 2026 revenue of $900M–$1B nearly 5x trailing revenue from NASA lunar contracts that rely on SpaceX Falcon 9 as the launch vehicle. Every LUNR mission = a SpaceX launch. Growth is structurally tied to SpaceX cadence. 6. $RKLB — Rocket Lab NASA formally partnered Rocket Lab alongside SpaceX for test flights and reusability research. FY2025: $602M revenue, 44.3% non-GAAP gross margins, $1.85B backlog. Also benefits directly from any SpaceX IPO-driven capital surge into the sector. 7. $FLY — Firefly Aerospace Q1 2026 revenue $80.9M (+40% QoQ), full-year guidance $420M–$450M. Blue Ghost lunar lander launches on SpaceX rockets. Both compete together on Golden Dome contracts operationally intertwined. 8. $TSLA — Tesla SpaceX and xAI bought ~$650M in Tesla goods in 2025, including $506M in Megapack battery systems. Tesla is effectively a major SpaceX supplier. The Musk ecosystem cross-transaction flows are now publicly disclosed and massive. 9. $WKEY — WISeKey (parent of $LAES) WISeSat has launched multiple satellites aboard SpaceX Falcon 9 Transporter missions, with the latest embedding SEALSQ's QS7001 post-quantum chip into LEO. SpaceX is their exclusive launch partner — every new satellite = another SpaceX contract. 10. $RDW — Redwire Q1 2026: $97M revenue (+57.9% YoY), record $498M backlog, 1.92 book-to-bill ratio. Builds in-space hardware that rides aboard SpaceX launches for defense and commercial customers. Winning large IDIQ defense contracts alongside SpaceX. ♻️ RESHARE this post and make 1 comment for my list of 1000% movers like $ASTS and $IONQ.

itsmichaelluu's tweet photo. My girlfriend says she'll buy and hold $SPCX like marriage when it IPO on June 12.

She'd have $40,000,000 if she held $NVDA since its IPO with $10,000.

There's 10 stocks with direct SPACEX partnerships:

1. $SATS — EchoStar

The most direct SpaceX proxy. Sold spectrum licenses to SpaceX in a $19.6B deal and received an $8.4B SpaceX equity stake in return. Buying SATS = buying pre-IPO SpaceX exposure with a public ticker.

2. $TMUS — T-Mobile

SpaceX partnership delivers Starlink Direct-to-Cell coverage across 500K+ square miles of dead zones no special hardware needed. Guides $77B in service revenue and $37–37.5B EBITDA for 2026. Most financially dominant carrier riding the Starlink wave.

3. $FLTCF — Filtronic (OTC / AIM: FTC.L)

Pure-play SpaceX hardware supplier. Five-year supply agreement with SpaceX; revenue more than doubled to £56.3M in FY2025 with £13.4M operating profit. Landmark £47.3M contract to supply next-gen GaN E-band amplifiers for Starlink cumulative SpaceX contracts now exceed $115M. Biggest hidden gem on this list.

4. $GOOGL — Alphabet

Owns ~7.5% of SpaceX worth tens of billions at SpaceX's $1.75T IPO valuation. When SpaceX lists, Alphabet's balance sheet gets a massive mark-up. Sleeping SpaceX exposure inside a mega-cap.

5. $LUNR — Intuitive Machines

Guiding 2026 revenue of $900M–$1B nearly 5x trailing revenue from NASA lunar contracts that rely on SpaceX Falcon 9 as the launch vehicle. Every LUNR mission = a SpaceX launch. Growth is structurally tied to SpaceX cadence.

6. $RKLB — Rocket Lab

NASA formally partnered Rocket Lab alongside SpaceX for test flights and reusability research. FY2025: $602M revenue, 44.3% non-GAAP gross margins, $1.85B backlog. Also benefits directly from any SpaceX IPO-driven capital surge into the sector.

7. $FLY — Firefly Aerospace
Q1 2026 revenue $80.9M (+40% QoQ), full-year guidance $420M–$450M. Blue Ghost lunar lander launches on SpaceX rockets. Both compete together on Golden Dome contracts operationally intertwined.

8. $TSLA — Tesla

SpaceX and xAI bought ~$650M in Tesla goods in 2025, including $506M in Megapack battery systems. Tesla is effectively a major SpaceX supplier. The Musk ecosystem cross-transaction flows are now publicly disclosed and massive.

9. $WKEY — WISeKey (parent of $LAES)

WISeSat has launched multiple satellites aboard SpaceX Falcon 9 Transporter missions, with the latest embedding SEALSQ's QS7001 post-quantum chip into LEO. SpaceX is their exclusive launch partner — every new satellite = another SpaceX contract.

10. $RDW — Redwire

Q1 2026: $97M revenue (+57.9% YoY), record $498M backlog, 1.92 book-to-bill ratio. Builds in-space hardware that rides aboard SpaceX launches for defense and commercial customers. Winning large IDIQ defense contracts alongside SpaceX.

♻️ RESHARE this post and make 1 comment for my list of 1000% movers like $ASTS and $IONQ.

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rodney peterson @RodMan7319

about 2 months ago

@DaleJr

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rodney peterson @RodMan7319

about 2 months ago

@MrZackMorris I already did lfg!

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RodMan7319 retweeted

Michael | Hypermarkets

@itsmichaelluu

about 2 months ago

20 stocks I'll add in this May/June 2026 $SPY crash. Remember, market always bounces back to all time highs. 1. $NVDA $225 Buy: $180–190 Prior breakout and massive institutional demand zone. 2. $MU $725 Buy: $500–$550 Strong support and AI memory demand acceleration zone. 3. $GOOG $392 Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support. 4. $AAPL $300 Buy: $260–270 Major support with massive cash flow and buyback strength. 5. $IONQ 51 Buy: $25–38 Prior breakout zone with aggressive future growth potential. 6. $POET $16 Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption. 7. $DGXX $7 Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside. 8. $MRAM $52 Buy: $14–15 Long-term semiconductor accumulation and breakout retest area. 9. $CIFR $20 Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential. 10. $MSFT $42 Buy: $360–370 Major institutional support and AI cloud dominance zone. 11. $META $610 Buy: $530–540 Historical support and heavy AI monetization opportunity area. 12. $AMD $420 Buy: $340–350 Major support before next AI data center expansion cycle. 13. $INTC $107 Buy: $65–70 Multi-year support with asymmetric turnaround potential. 14. $ORCL $192 Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand. 15. $QCOM $200 Buy: $150–160 Strong support with long-term edge AI opportunity. 16. $NOW $95 Buy: $80–85 Institutional demand zone and enterprise AI transformation support. 17. $ADBE $247 Buy: $224–235 Long-term support with massive AI productivity monetization potential. 18. $BE $42 Buy: $16–19 High-risk support zone with AI energy demand tailwinds. 19. $LITE $971 Buy: $600–650 Prior breakout zone and major AI infrastructure support. 20. $SNDK $1381 Buy: $800–900 Strong semiconductor support with rising AI storage demand. 21. $DRAM $50 Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion. If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls. ♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.

itsmichaelluu's tweet photo. 20 stocks I'll add in this May/June 2026 $SPY crash.

Remember, market always bounces back to all time highs.

1. $NVDA $225
Buy: $180–190 Prior breakout and massive institutional demand zone.

2. $MU $725
Buy: $500–$550 Strong support and AI memory demand acceleration zone.

3. $GOOG $392
Buy: $350–360 Historical accumulation zone and long-term AI infrastructure support.

4. $AAPL $300
Buy: $260–270 Major support with massive cash flow and buyback strength.

5. $IONQ 51
Buy: $25–38 Prior breakout zone with aggressive future growth potential.

6. $POET $16
Buy: $7–9 Early-stage AI photonics accumulation zone before mass adoption.

7. $DGXX $7
Buy: $3–3.50 Deep support zone with speculative AI infrastructure upside.

8. $MRAM $52
Buy: $14–15 Long-term semiconductor accumulation and breakout retest area.

9. $CIFR $20
Buy: $11–12 Oversold support with strong long-term cybersecurity demand potential.

10. $MSFT $42
Buy: $360–370 Major institutional support and AI cloud dominance zone.

11. $META $610
Buy: $530–540 Historical support and heavy AI monetization opportunity area.

12. $AMD $420
Buy: $340–350 Major support before next AI data center expansion cycle.

13. $INTC $107
Buy: $65–70 Multi-year support with asymmetric turnaround potential.

14. $ORCL $192
Buy: $140–150 Prior breakout zone with accelerating AI enterprise demand.

15. $QCOM $200
Buy: $150–160 Strong support with long-term edge AI opportunity.

16. $NOW $95
Buy: $80–85 Institutional demand zone and enterprise AI transformation support.

17. $ADBE $247
Buy: $224–235 Long-term support with massive AI productivity monetization potential.

18. $BE $42
Buy: $16–19 High-risk support zone with AI energy demand tailwinds.

19. $LITE $971
Buy: $600–650 Prior breakout zone and major AI infrastructure support.

20. $SNDK $1381
Buy: $800–900 Strong semiconductor support with rising AI storage demand.

21. $DRAM $50
Buy: $32–35 Early accumulation zone before broader AI infrastructure expansion.

If the $SPY sells off under $700 towards $650 by the end of June, I'm interested in $SPY calls for $750 June 2027 calls.

♻️RESHARE this post and make 1 comment if you want $SPY contract less then $10 to buy so you can hold it through volatility.

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RodMan7319 retweeted

Michael | Hypermarkets

@itsmichaelluu

about 2 months ago

When $SPY pulls back I like these 5 levels most (explaination): 1. $720–$722 → (probability 75%) - Almost guaranteed first test, it's the nearest broken resistance 2. $697–$700 → (probability 50%) - Round number + prior base makes it a high-probability magnet 3. $675–$680 → (probability 35%) - Only if macro data deteriorates and 200MA gets tagged 4. $650–$655 → (probability 20%) - Requires a true risk-off panic, not just a garden dip 5. $630–$640 → (probability 10%) - Black swan territory, Fed error or credit event needed ♻️RESHARE this post and make 1 comment for the $SPY option contract I'd add on this dip for 200%-500%