SCSQ2020

[SCSQ2020 @SCSQ2022]

The two most asymmetric power law type investment profiles in private markets:

Apptronik @Apptronik CEO founder led company with potentially trillions in TAM, exceptional team with Google partnership, well capitalized with recent raise. Only valued at $6 billion, a fraction of Figure AI.

Lightmatter @LightmatterCo foundational photonics platform that could become an essential part of next generation AI infrastructure with visionary CEO founder. Trading at only $5 billion today on private markets today- a mere fraction of what it will be if it gets hyperscaler contracts.

[SCSQ2020 @SCSQ2022]

@enoughbllst Same here, added a good amount

[SCSQ2020 @SCSQ2022]

$fly extremely weak in an otherwise resilient tape today. A top holding in the nasa etf, expect this to bounce strongly in the very near future

[SCSQ2020 @SCSQ2022]

Space giving an entry today before a potential run up into 12th of June. $rdw looking strongest with drone ties but don’t count out the others pulling back. $asts $fly $rklb $voyg $lunr $asti

[SCSQ2020 @SCSQ2022]

NAV support for $cola at 10.40s and trading in high 10s for a 5% premium. A great way to play SpaceX with downside protection. $rklb $asts $asti $mnts $rdw $fly

[SCSQ2020 @SCSQ2022]

In space stocks for the most part $asts $rdw $fly $asti $rklb, but AI drug discovery platform $rxrx definitely worth a look here with recent news flow

[SCSQ2020 @SCSQ2022]

Space still early in the move prior to SpaceX ipo. If $cbrs related moves were any indication, the bulk of the move starts two weeks prior and leading into the IPO. Today’s move was broad in risk assets, but expect big moves focusing on the space sector soon. $asts $asti $rdw $rklb $voyg $fly $satl

[SCSQ2020 @SCSQ2022]

$asts Just getting warmed up. Expect a few more weeks of up action

[SCSQ2020 @SCSQ2022]

@chibbqk1ng The thin crust is also phenomenal and among the best on the North Side

[SCSQ2020 @SCSQ2022]

A lot of people are down on this name but a potentially undervalued play at the convergence of space and solar- the two strongest themes in the market today, $asti should have an extremely strong move in the next two to three weeks prior to SpaceX IPO.

[SCSQ2020 @SCSQ2022]

Best risk reward in the market right now is going long space. Been saying this for a while but should ramp up in the next few weeks. The big winners from here will be the ASTs- $asts $astx $asti along with $rdw $fly $voyg $lunr $rklb among other names

[Tinderboxman @tinderboxman]

I can already see how the narrative/sentiment is going to shift to $ASTS > $RKLB once SpaceX's S-1 comes out.

Per the article, SpaceX's launch revenue only grew 8% last year to $4.1B while Starlink's grew 50%, has much higher margins, and does the majority of the company's revenue at $11.4B last year.

Now, I'm not saying Starlink's business is 1:1 to $ASTS's (large majority of Starlink's revenue is derived from their hardware/subscription sales, not d2d) but $ASTS is the most concentrated, pure play comparison in the public market when it comes to high speed, global connectivity.

I wouldn't be surprised to see $ASTS & $RKLB's share price spread to narrow and eventually, $ASTS trade higher from a share price standpoint by the time SpaceX IPO's.

At the close, $ASTS trades at $88.1 and $RKLB at $127.31, let's revisit this later.

[SCSQ2020 @SCSQ2022]

@jawnzilla I think you might be able to ride this from now until SpaceX ipo, which is much longer than I’d usually hold. We will be in a hot sector with momentum

[SCSQ2020 @SCSQ2022]

A great trader here. Let’s not overthink this. Just as it was $cbrs in May with $wyfi and $dgxx leading the pack, it will be space time prior to SpaceX ipo. $Asts will lead but also like $fly $rdw $asti $rklb among other names

[Chimp Capital @Chimp_Capital]

$RKLB $ASTS $RDW

[SCSQ2020 @SCSQ2022]

Buying $asti at $4 here. See you at $5 soon, $asts $rdw $rklb $fly