Yoga Investor

Just vibing through my next chapter.

New roads, same fire.

[Yoga Investor @YS191312]

Me and the mob coming home after gym

Can it be 2030 already? $ASTS

[SpacBobby @SpacBobby]

$ASTS - Clear Street's Note from yesterday values Starlink at $1.3T based on a 20x EV/EBITDA 2030E estimate of $64.8B

Bloomberg estimates AST SpaceMobile hitting close to $3B in EBITDA by 2030. Slap a 20x multiple and you get a $60B valuation. That's $155/share

We are not bullish enough!

[Yoga Investor @YS191312]

@retail_mourinho Someone smart once told me , 100 next 🚀

[Yoga Investor @YS191312]

Bro you are the biggest clown I ever saw.
Feels like you got stuck on your 2008 gains.
You got so addicted to the money that you really try to do your best to get more of it.
*Short future and the best companies and technology ever, but *long Prediction Markets. What a trash . I hope people will wake up and see your true intentions .

[Yoga Investor @YS191312]

@retail_mourinho So, this will be the missing 🧩? 🚀

[Yoga Investor @YS191312]

Baruch Aba 👑
$ONDS

[Ondas Inc. @OndasHoldings]

Ondas announces that Ondas Defense has appointed former Mossad Director David Barnea as Global President and Chairman.

Barnea will support global expansion and the integration of Ondas' AI-enabled, multi-domain defense platform spanning Aerial Security, ISR, Precision Strike, and Autonomous Ground Systems. 
$ONDS

https://t.co/wWYlTwuoCW

[Yoga Investor @YS191312]

@EndicottInvests Mazal tov bro! In 45 days I might join the club 😂

[Yoga Investor @YS191312]

@soloinvesting הילדים והנכדים שלנו עוד ילמדו על הגאונות שלו.
לרוב אין את היכולת לראות את התמונה המלאה, אבל עוד נבין אותה.
וכן, הזייה בעיניי השירות הזה. אולי הדבר הבא זה all-in challenge בדיסקורד
נחזור לכאן ב2040👍🏻

[The Chairman's Ledger @ChairmansLedger]

A little imagination: 10 AI use cases that will consume far more compute than people realize:

1. World search: Ask a question about the physical world and AI searches cameras, satellites, sensors and robots for the answer.

2. Personal opposition: An AI whose only job is to prove your thesis, decision or portfolio wrong before reality does.

3. Perfect memory: Every conversation, promise, decision and lesson saved and instantly searchable.

4. Living legacy: An AI trained on your words, stories and values that your family can speak to after you die.

5. Body testing: Test drugs, diets and training on a digital version of your body before trying them IRL.

6. Personal board: A group of AIs that argue every major life or business decision from different angles.

7. Company autopilot: AI sees every KPI, customer call and workflow, then fixes problems before mgmt even spots them.

8. Instant invention: Describe a product and AI designs, tests, sources, manufactures and launches it.

9. Legal map: AI finds every legal, tax and regulatory path available before you act.

10. One-person empire: One person runs dozens of companies through teams of AI workers.

TL;DR: Every one of these is a compute bill. We need more compute.

[Yoga Investor @YS191312]

@babyfolio Bro how many platinum players did you see by mistake playing at master?
They will get back to platinum just give them time 😂

[Serenity @aleabitoreddit]

The media framing and X reactions around Leopold are egregious.

Framing his successful multi-year thesis from $SNDK to $BE as a "collapse" or "failure".

After July's surprising crash, then personally attacking him on top is just pathetic to witness.

It's almost like everyone is cheering for the downfall of others.

Yes, July's crash exposed problems with SA’s leverage, liquidity management, and hedging.

But his current YTD performance remains +80%, ranking among the best performing hedge funds. And he still has public equities after all this (just removed leverage).

I think he's doing something unique while being successful at it. And this draws the envy of others.

[Yoga Investor @YS191312]

@CoffeeStocksGuy Let’s ride boys 🐎

[Prof @TheProfInvestor]

New people should know this about the markets

100 years of S&P 500 returns ( $SPX ) in one chart.

75% of the time the market finishes the year green.

Every red bar felt like the end of the world when it was happening. Every single one recovered.

The 2008 bar. The 1931 bar. The 2022 bar. All recovered.

The game is not about avoiding every red bar. It is about surviving them long enough to collect the green ones.

Time in the market beats timing the market.
This chart is proof.

When you're new to the markets, you get sucked into the wrong mindset. Crash is coming, we're near a bubble. And so on. In the end you miss out on making money.

[Yoga Investor @YS191312]

@FinnStockinger @michaelsikand 👑🫱🏻‍🫲🏼

[mon @moninvestor]

Sometimes the best stock to buy is the one you already own.

You don't need to be chasing a new stock every week or every other day. I know some people enjoy that, and if you're a trader, that's completely different.

Building conviction in a company takes hours and hours of research. So if you've already done all of that work, why would you immediately move on to something else and start from scratch?

That's why I'm very relaxed when one of my highest-conviction stocks falls. I know exactly what I own. I know why I bought it, and I know where I believe the business is heading.

If I genuinely believe a stock can reach $100 by the end of next year, then whether it's trading at $40, $35 or $30 today doesn't really change my thesis. In fact, lower prices simply give me the opportunity to build a larger position.

So before you spend hours searching for your next investment, look at the companies you already own.

And if you do find a new company that looks like great value, compare it with the opportunities already sitting in your portfolio. Ask yourself whether it's genuinely more undervalued than your existing holdings.

Sometimes you'll find a better opportunity.

But very often, you'll realise the best stock to buy is the one you already own.

[Yoga Investor @YS191312]

$ASTS

[Wave 3 Trades @wave3trades]

$ASTS building up a base like we want and expected here in this wave 2

I have increased my position by 5% today

-August 5th: BlueBirds 11-13 will be launched on a Falcon 9

-August 6th: SpaceX 20% share unlock. Institutions short ASTS to hedge may begin to close triggering buying pressure

- August 10th: ASTS reports Q2 earnings and business update

Numerous catalysts at play, I'm ready to catch the upside

NFA

[Yoga Investor @YS191312]

@amitisinvesting This is the kind of mother fkers I hate .

[Yoga Investor @YS191312]

@retail_mourinho I miss the gov shutdown

[Yoga Investor @YS191312]

about the numbers here: the 2M shares figure is actually from 2023.
its from 9.3M shares (Q1 2026 13F filing) to the 38.1M shares reported today.
Still a >300% increase in few months .
Still a 🤯
$ONDS

[BMSInvests @BMSInvests]

🚨🤯 BLACKROCK JUST DISCLOSED 7.2% OWNERSHIP OF $ONDS, TOTALLING 38,129,865 SHARES‼️

This is a 1,668% INCREASE from Q126, where they reported ownership of 2,156,502 shares.

One of the largest and most influential firms in the world is accumulating $ONDS at an ungodly rate AND YOU’RE BEARISH?👀

[Yoga Investor @YS191312]

@retail_mourinho Well war is back in few hours 😂