FutureInvest

Investing in Tomorrow’s Industries $ASTS $RKLB $IREN $NBIS $IONQ $ONDS $TE $RDW - Space / AI / Quantum

[FutureInvest @asts5g]

$100 $ASTS

[AST SpaceMobile @AST_SpaceMobile]

Encapsulation complete.

BlueBirds 8, 9, and 10 are now secured inside Falcon 9's fairing ahead of launch.

A stacked configuration powered by advanced carbon fiber structures, engineered to withstand ascent forces comparable to carrying a fully loaded space shuttle orbiter during launch. 💪

Next stop: launch. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

Built in Texas. Broadband from space. Designed to connect directly to everyday smartphones. 🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[Shay Boloor @StockSavvyShay]

$IREN acquired Nostrum Group which adds 490MW of secured power in Spain to support global AI compute demand.

The deal gives IREN a European AI infrastructure foothold with renewables, fiber connectivity and a new development pipeline.

[FutureInvest @asts5g]

@EhrmantrautCap_ What are you going to do with the new Dutch tax rules? Box3

[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

[Rocket Lab @RocketLab]

More rockets in the hangar at LC-1 than we’ve ever had before. We’re lining up a busy few weeks of back-to-back-to-back-to-back launches from the world’s first private orbital launch site 🚀🚀🚀🚀

[FutureInvest @asts5g]

@RocketLab Congrats team! 🚀

[Rocket Lab @RocketLab]

Rocket Lab is being added to the Nasdaq-100 Index.

This is a landmark moment for the team. We're incredibly proud of what we’ve achieved, and even more excited about what is still to come.

[TrendSpider @TrendSpider]

🚨 NASDAQ-100 CHANGES

ADDITIONS
$CRWV CoreWeave
$NBIS Nebius Group
$RKLB Rocket Lab
$TER Teradyne
$ALAB Astera Labs

DELETIONS
$CHTR Charter Communications
$VRSK Verisk Analytics
$ZS Zscaler
$CTSH Cognizant Tech Solutions
$INSM Insmed

[Space Investor @SpaceInvestor_D]

$RKLB: Rocket Lab just joined the NASDAQ-100 Index.

We ride 🚀

[Scott O @scotto2050]

Rocket Lab $RKLB CFO on Neutron flight rate:

"If we can get to the 20 flights [per booster], we think a fleet of 6 vehicles gives you the opportunity to fly quite a few times, approaching perhaps 100 times per year." 🚀

[FutureInvest @asts5g]

@SpaceInvestor_D Congrats!!

[AST SpaceMobile @AST_SpaceMobile]

AST SpaceMobile Announces Launch Date for BlueBird Satellites 8, 9, and 10

https://t.co/AqgzCO9n6q

[Henk Otten @hendrikotten3]

Lees even mee @MinPres Jetten. Sprak vorige week een topman van ASML in Eindhoven. Volgens hem zijn de grootste uitdagingen voor ASML nu: Stroom, Stikstof en Box 3. Zaken waar jouw kabinet wat aan kan doen. Doe het dan ook! De tijd dringt!

[Jeff Bezos @JeffBezos]

One week later, incredible progress. It’s a 24/7 operation with a solid path forward to launch this year, helped by a lot of luck. @NASA and @USSpaceForce have both been extremely helpful.

This team. Never tell them the odds.

[The Chairman's Ledger @ChairmansLedger]

I’m now a proud owner of $AMPG.

This sits in one of my favorite intersections:

Space, defense, SATCOM, quantum, AI-RAN and resilient comms.

The simple version:

The world needs more signal. More bandwidth. Cleaner RF. More hardened comms. More domestic infrastructure that still works when things get messy.

$AMPG is not trying to win the satellite race, the quantum race or the AI-RAN race.

It sells pieces of the hardware to whoever does.

Small. Early. Underfollowed.

Thanks to @chinoalemano, @EhrmantrautCap_, @mkfilko and @FinnStockinger for putting it on my radar.

[Rocket Lab @RocketLab]

Rocket Lab 🤝 Mars

From orbiters and landers to rovers and helicopters – our technology has enabled some of the most ambitious Mars missions in history.

With Motiv (creators of Perseverance's robotic arm) now part of Rocket Lab, we're one of the few companies capable of delivering complete Mars mission solutions, including launch + spacecraft + software, and now proven robotics for surface and orbital operations too.

[CK Capital @CKCapitalxx]

I don’t usually load up on small caps. But $AMPG and $VIVO are two of the best setups I have seen in this space in a long time.

$AMPG first.

46 person company that has already qualified into the supply chains of Lockheed Martin, Boeing, Raytheon, and NASA.

Those qualifications take years of security clearances, technical audits, and product validation. Most companies never get in the room. $AMPG is already supplying product.

AmpliTech designs and manufactures advanced RF and microwave signal processing components.

The hardware that sits inside 5G base stations, satellites, defense communications systems, and quantum computing infrastructure.

Every signal that travels through a modern wireless network passes through components like theirs.

$140 million in active LOIs with North American mobile network operators. Production shipments already started.

100% revenue growth guidance for 2026. Gross margins expanded from 33% to 48% in a single year. Zero debt. $18.4 million in cash.

And the EU opportunity is completely unpriced. European carriers are under mandate to eliminate Huawei and adopt Open RAN standards.

$AMPG’s certified O-RAN radios are exactly what Deutsche Telekom, Vodafone, and Orange need. They presented directly in front of all of them at MWC Barcelona. A single EU contract announcement is a company defining catalyst.

Now $VIVO.

$78 million market cap. 41.5MW data center in Norway operational today generating $31 million in annualized revenue. 291MW of secured powered land in Finland. 25MW sovereign AI platform in the UAE.

Management formally targeting $1 billion in revenue by 2029 on assets they already control.

Two completely different businesses. Same theme. Asymmetric setups with catalysts that have not happened yet at valuations that do not reflect what is coming.

This is exactly why I own both.

$AMPG $VIVO

[Retail Mourinho @retail_mourinho]

These stocks will be the next 10x

The most mentioned tenbagger picks from my comment section ranked by the amount of likes:

1. $AMPG
2. $OUST
3. $AMBA
4. $VIVO
5. $ADUR
6. $EOS.AX
7. $DGXX
8. $NLST
9. $SIVE
10. $LIB.V

Let’s see how this plays out.

[Nebius @nebiusai]

Merci M le Président.

Nous sommes fiers de construire l'avenir de l'IA en France !

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.