To The Moon🚀

[To The Moon🚀 @ToTheMoon2345]

Binance: https://t.co/8yeY9RzLrg
Bybit: https://t.co/IlNOtUWDZ6

#HMSTR #Dogs #TON #btc #BRETT #ponke #WIF #wolf #pepecoin

[Shay Boloor @StockSavvyShay]

HOW THE SPACE BIG 4 STACK UP

1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries

2. $RKLB (Vertically Integrated Defense Prime)
• 3-year revenue CAGR 30% trading at 80x 2029 net income
• Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog

3. $ASTS (Tower in the Sky)
• 3-year revenue CAGR 156% trading at 11x 2029 net income
• Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY

4. $PL (Eyes From Above)
• 3-year revenue CAGR 25% trading at 105x 2029 net income
• Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention

[The Kobeissi Letter @KobeissiLetter]

BREAKING: SpaceX, $SPCX, is now the 7th most valuable public company in the world, worth $2.19 trillion.

[Michael | Hypermarkets @itsmichaelluu]

$SPCX shares are priced at $135 for its $2 trillion IPO.

Its return is 100x-200x by 2035.

These 20 companies will benefit the most:

1. $BKSY ~$34
AI-ready Earth observation satellites feed SpaceX orbital intelligence layer.

2. $SPIR ~$20
Space data analytics monetizing SpaceX's growing orbital constellation.

3. $ACHR ~$5
Air mobility networks integrate with Starlink's low-latency infrastructure.

5. $SATL ~$7
High-resolution imaging complements SpaceX orbital AI compute constellation data.

6. $VIAV ~$50
Optical networking components critical for Starlink ground station upgrades.

7. $OUST ~$40
Sensor fusion tech supports SpaceX booster catch reusability automation.

8. $GILT ~$15
Satellite ground infrastructure scales alongside Starlink enterprise deployments.

9. $POET ~$11
Optical interposer chips slash data center power costs inside COLOSSUS AI cluster.

10. $ARQQ ~$12
Quantum encryption securing Starshield government classified orbital networks.

11. $TWST ~$74
Synthetic biology tools accelerate SpaceX long-term Mars life support research.

12. $LUNR ~$30
NASA lunar lander tech directly supports SpaceX Moon base buildout.

13. $AEVA ~$24
LiDAR sensors enable autonomous Starship landing and booster catch precision.

14. $KTOS ~$60
Defense tech partner powering Starshield national security satellite contracts.

15. $IONQ ~$58
Quantum compute layer powering next-gen orbital AI satellites.

16. $RDDT ~$178
Real-time social data feeds Grok's truth-seeking AI via X integration.

17. $RKLB ~$115
Small payload launch fills exact gaps Falcon can't efficiently serve.

18. $ASTS ~$97
Direct-to-phone satellite broadband. Starlink's closest competitor and partner.

19. $MTSI ~$375
RF semiconductors power Starlink phased-array antenna signal processing.

20. $BWXT ~$200
Nuclear propulsion R&D aligns with SpaceX Mars mission power requirements.

I'm definetly a buyer of $SPCX IPO and want to get it super cheap.

♻️ RESHARE this post and write 1 comment, I'll DM you the PRICE I want to buy $SPCX at this month.

[App Economy Insights @EconomyApp]

$SPCX The SpaceX IPO is here!

What are you buying for $1.75 trillion?

• Space holds the moat.
• Connectivity makes the money.
• AI carries the valuation premium.

[AI Equities @AIEquities]

There’s a reason over 1/3 of his portfolio is $NBIS

@nebiusai

[Small Cap Snipa @SmallCapSnipa]

🚨 $KEEL + AWS Lease Speculation & Why:

AWS uploaded a new job posting in Moses Lake, Washington for a data center manager at a “facility under development”

This lines up directly with KEEL’s Moses Lake site designed for GB300 (18 MW)

Board connection: Wayne Duso, a former AWS executive with data center experience, sits on KEEL’s board

Important disclaimer: this is pure speculation for now with no official announcement or confirmed lease from either company

Something to note is I believe AWS has an active existing data center in Moses Lake located on N. Owen Road

This could likely just be retail confusion between the two companies that both have infrastructure in the same city

Interested to see how this plays out over the coming months as CEO Ben Gagnon has stated the company plans for three HPC leases this year

Nonetheless KEEL +11% today

[Elon Musk @elonmusk]

🇰🇷🇰🇷 Korea is Awesome 🇰🇷🇰🇷

[Bilaal- BD investing @bdinvestingg]

Heres all the companies $GOOG owns, follow the money

$ASTS — Turning satellites into the world's biggest cell tower. No dead zones, ever.

$PL — Photographs the entire Earth every single day. Every. Single. Day.

$ARM — The blueprint inside almost every smartphone chip on the planet.

$TEM — AI that reads your DNA and tells doctors how to treat your cancer.

$PATH — AI that looks through microscopes so pathologists catch cancer faster.

[Rand Group @randgroup]

🇺🇸 Trump's Updated Portfolio

[Shay Boloor @StockSavvyShay]

SEMICONDUCTOR STOCKS BY PEG RATIO

PEG < 1 usually means mispriced growth
PEG > 2 starts to push into the danger zone

Here’s how they stack up:
• $ALAB ~2.9x
• $ARM ~2.4x
• $INTC ~2.2x
• $LRCX ~2.2x
• $KLAC ~2.0x
• $AMAT ~1.7x
• $ASML ~1.7x
• $ANET ~1.7x
• $TSM ~1.2x
• $LITE ~1.1x
• $COHR ~1.0x
• $CRDO ~0.9x
• $NVDA ~0.8x
• $AMD ~0.7x
• $AAOI ~0.7x
• $MRVL ~0.6x
• $ON ~0.6x
• $AVGO ~0.6x
• $SNDK ~0.4x
• $MU ~0.4x

[Elon Musk @elonmusk]

29 more Starlink satellites.

Over 10,000 in orbit now.

[InvestmentGuru @InvestmentGuru_]

15 sectors defining the next decade of investing

The megatrend map.

1. AI
$NVDA · $PLTR · $APP
The infrastructure king, the data layer, and the monetization engine. Three different ways to own AI.

2. Chips
$AMD · $AVGO · $MU
Compute, custom silicon, and memory. The full semiconductor stack.

3. Space
$RKLB · $ASTS · $PL
Launch infrastructure, satellite broadband, and geospatial intelligence. Pre-SpaceX IPO re-rating still unfolding.

4. ₿ Crypto
$COIN · $MSTR · $GLXY
Exchange infrastructure, BTC treasury play, and mining leverage. Three different risk profiles.

5. Energy
$VST · $NEE · $FSLR
AI power demand is the new oil shock. These three sit at the intersection of grid scale and renewables.

6. Drones
$AVAV · $KTOS · $ONDS
Autonomous defense and dual-use tech. Defense budgets are only going one direction.

7. Nuclear
$OKLO · $SMR · $LEU
The only baseload clean energy that hyperscalers can actually contract. Still early, still underpriced.

8. Robotics
$ISRG · $SYM · $PATH
Surgical precision, warehouse automation, and enterprise AI workflows. Labor replacement at scale.

9. Quantum
$IONQ · $RGTI · $QBTS
Highest risk on the list. Longest time horizon. Size accordingly — the upside is generational if it works.

10. Batteries
$QS · $LAC · $BE
Solid-state technology, lithium supply chain, and grid-scale storage. The energy transition needs all three.

11. Healthcare
$HIMS · $UNH · $LLY $MRNA
Diversified pharma cash flow, next-gen biologics, and mRNA platform optionality beyond COVID.

12. Photonics
$AAOI · $COHR · $LITE
The most underowned layer of AI infrastructure. Data centers need optical interconnects — demand is accelerating.

13. Rare Earths
$MP · $USAR · $FCX
Supply chain sovereignty is the new geopolitics. The West needs domestic rare earth and copper supply. Now.

14. Manufacturing
$ETN · $CAT · $GE
The physical backbone of AI buildout — power distribution, heavy equipment, and aerospace. Old economy, new tailwind.

15. Critical Minerals
$FCX · $UAMY · $CRML
Copper, lithium, and battery metals. Every AI data center, EV, and grid upgrade runs on these. The commodity cycle is structural.

This isn’t a buy list. It’s a framework.

Find your highest-conviction themes. Size appropriately. Think in years.

Not financial advice.

[Shay Boloor @StockSavvyShay]

UPDATED FIB LEVELS FOR POPULAR STOCKS

AI Utilities
• $IREN $51
• $NBIS $177
• $CIFR $17
• $CRWV $100

AI Power
• $EOSE $7
• $BE $237
• $NVTS $22
• $VRT $282

AI Hardware
• $NVDA $192
• $TSM $408
• $ASML $1,618
• $MU $730

AI Applications
• $PLTR $129
• $NOW $109
• $CRWD $598
• $SNOW $181

AI Connectivity
• $AVGO $377
• $ALAB $305
• $CRDO $195
• $MRVL $236

Space
• $RKLB $106
• $ASTS $89
• $PL $31
• $BKSY $32

Quantum
• $IONQ $52
• $RGTI $15
• $QBTS $20
• $INFQ $13

Drones
• $ONDS $10
• $AVAV $175
• $KTOS $52
• $UMAC $24

Nuclear
• $OKLO $50
• $UUUU $12
• $GEV $906
• $LEU $151

Photonics
• $AAOI $164
• $LITE $698
• $COHR $283
• $AEHR $76

CPU Bottleneck
• $AMD $383
• $INTC $91
• $ARM $299
• $AMKR $57

Physical AI
• $TSLA $382
• $AMZN $230
• $GOOGL $357
• $ISRG $394

[Elon Musk @elonmusk]

SpaceX IPO info

[WallStreetBets @wallstreetbets]

UPDATE: $SPCE is now up 36%

retail saw SpaceX IPO ticker $SPCX and bought $SPCE

close enough apparently 😭

[Cointelegraph @Cointelegraph]

📊 MARKET WATCH: Pi Network joins the ISO 20022 race alongside Ripple and Stellar.

Will its massive community be enough to compete with established blockchain payment leaders?