Jonathan L

[Jonathan L @abcguy82]

@KhawajaMujtab19 @spacanpanman I'm going to go against the crowd and say the best time to invest is after they launch constellation and people start signing up. May pay a bit more but much more derisked.

[Jonathan L @abcguy82]

@realroseceline But don't you need a big enough income to begin with to have enough disposable income to invest? Like realistically if you have only like $10k to invest no matter how well it does still won't move the needle

[Jonathan L @abcguy82]

@endless_frank @thekookreport Imagine selling 9 figures at $130 putting it in index fund and just coasting for rest of life

[Jonathan L @abcguy82]

@chady002 @spacanpanman 3b subscribers but only 1b in developed markets. assume 1% penetration (10M paying customers) at say $4/line, split 50/50 w/ MNO so $2/mo*10M*12=$240M /yr revenue. 90 sats*$23M/sat / 7 yr life = ~$300M/yr replacement cost

[Jonathan L @abcguy82]

@app_hyd @realroseceline Or it becomes way overvalued and goes nowhere for 5 years. In which case you probably could sell and put it in another stock with more reasonable valuation and better risk reward ratio

[Jonathan L @abcguy82]

@belbeleggers I bought one share just for fun. Will never sell lol

[Jonathan L @abcguy82]

@lt_harris_ @spacanpanman Yeah, but when it was 130 people were saying it was going to 200 lol

[Jonathan L @abcguy82]

@kevin__mak That's true, don't look at the past prices, just focus on the present valuation, and take the future with a grain of salt

[Jonathan L @abcguy82]

@midascabal Can you post when you sell and take profit as well

[Jonathan L @abcguy82]

@corleoneinvests If I hold until 2027 what are my chances of outperforming the S&P 500

[Jonathan L @abcguy82]

@spacanpanman What about having most of your net worth in a single stock... That seems pretty risky as well

[Jonathan L @abcguy82]

@thekookreport stock price got ahead of fundamentals and now coming back to reality?

[Jonathan L @abcguy82]

@endless_frank I should've sold at 100+. At that point it was just overvalued. Oh well live and learn. Great tech but let's just hope the economics works out

[Jonathan L @abcguy82]

@kevin__mak @LuckyStuey @grok Why would it be uneconomical

[Jonathan L @abcguy82]

@keah48 @capybaraReborn Yep I do. Other than NVIDIA and MU the rest are diversified tech and were doing fine before AI. Even if NVDA and MU were to go to zero (impossible) that would still only be only 7% and 2% of the index gone.

[Jonathan L @abcguy82]

@capybaraReborn just curious what percentage of your portfolio are you short SPCX

[Jonathan L @abcguy82]

@ASTS_SpaceMob Serious question but if jleo owns the constellation in Japan will ASTS still be able to make money from Japan

[Jonathan L @abcguy82]

@realjoncooper What can they announce that that wouldn't announce if it already happened