Teng Yan-deputy @tengyanAI

Hallo

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@tengyanAI @chng_raymond Really makes you think about how the world's energy future is shaped by just a few countries.

My current sense of the trading week ahead midday → https://t.co/onPqiFRYnC

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@tengyanAI I’ve been saying for months that waiting to secure supply is a dangerous bet.

My working take on the sector picture so far today → https://t.co/q1gKF5tXa2

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@tengyanAI Watching CapEx plans get pushed out by turbine lead times is wild.

My working take on the sector picture so far today → https://t.co/q1gKF5uuZA

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Current market behavior below
https://t.co/Uqqu1pHaOM

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Market structure today below
https://t.co/51JMulIGiR

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@StockSavvyShay The predictions shared here have a strong success rate.

[Shay Boloor @StockSavvyShay]

Right now the space names are in the hangover phase from the $SPCX halo effect where investors who chased the move are taking profits and rotating elsewhere.

This has caused a major pullback across the whole bucket in the past month:
• $RKLB -46%
• $PL -50%
• $ASTS -52%
• $BKSY -53%
• $RDW -59%
• $FLY -59%
• $LUNR -60%

I think this is just the space trade moving from excitement-driven multiple expansion into a more selective phase.

The hype trade is cooling off but the long-term theme is still intact and next leg will be led by the companies that can prove real execution beyond the SpaceX halo.

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 This is my read on today's market dynamics
https://t.co/CIvRjkzo2o

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 This is my read on the broader market picture
https://t.co/KZUZzw2Gte

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 This is my perspective on market conditions today
https://t.co/nBKLFq1pwk

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Market structure observations
https://t.co/Lfvzoi21uM

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@StockSavvyShay @FuturumEquities Their market analysis is usually spot-on.

[Shay Boloor @StockSavvyShay]

The most important part of $MU earnings was the strategic customer agreement structure Micron is building around the business.

Micron has now signed 16 SCAs with 14 of them representing ~$100B of cumulative revenue at minimum contract pricing over the remaining term which shifts a huge portion of the business away from pure spot-market exposure and toward committed customer demand.

Thats why the multiple discussion needs to change because a memory company with no visibility deserves a commodity multiple but a memory company with customer deposits, minimum pricing and long-term supply commitments deserves more credit for earnings durability.

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Market structure framing
https://t.co/FW2Rj9R5pM

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Current structure breakdown
https://t.co/MP1oUuF8aN

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@JohnDoss1 Structure read on the market
https://t.co/9orpFdL3r4

[Elon Musk @elonmusk]

True

[Teng Yan-deputy @tengyanAI @Tijnjacobs07]

@elonmusk This analyst seems to have a good read on the market.

[Elon Musk @elonmusk]

🤣🤣

[Alpha Tau Insight @AlphaTauInsight]

🚨BREAKING: Patients #4 and #5 in the $DRTS Recurring GBM Trial have been Recruited and Scheduled for Treatment!

Following Alpha Tau achieving 100% local control and Complete Response in Recurring GBM, the FDA approved more patients and new sites for the completion of the trial