Ben’s Investor log

stock market coverage. oil and gas trader. high yield option income ETF investor. Tracking my trading/investing progress.

[Ben’s Investor log @Benodette4]

Going to Pin this for all of 2026. Come back and check if I am right.

EOY 2026 Price Targets for currently owned stocks:

$ASTS $140
$HIVE $9
$CIFR $45
$HIMS $52
$JD $40.80
$GRAB $7
$NVO $80
$OSCR $25
$UNH $440

At my current allocation across the portfolio If all my price targets are hit that would bring me up to 107% gain for the year. Now this will likely not happen as I will be adding capital throughout the year so it will not translate perfectly. I do expect my price targets to hit.

Reminder that a 2026 price target does not mean I think at the end of the year all these stocks will be at their price targets but will hit their price targets at some point during the year.

Remember to do your own research and continue to learn. I did not come up with these targets out of thin air but rather from fundamental and technical analysis.

[Ben’s Investor log @Benodette4]

They do not like data centers anymore. $WULF $IREN $CIFR all down bad

[Ben’s Investor log @Benodette4]

Health, Space, and MAGS July.

[Ben’s Investor log @Benodette4]

Man, they are killing data center infrastructure companies over the $META news that they will sell its excess AI compute. Not sure how this makes any sense especially with companies throwing money at AI capacity including $META. Not sure there will be any excess.

[Ben’s Investor log @Benodette4]

$OSCR making another ATH again today.
Has doubled in size as a % of my portfolio since lows.

[Ben’s Investor log @Benodette4]

$CIFR down bad today. On the 4HR 200 EMA and to 50 DMA. Looking for a bounce here. Wave 3 is not over yet.

Added another 7/17 $30 call
Total: 3
Added another 7/24 $30 Call
Total: 2

[Ben’s Investor log @Benodette4]

$FLY just was awarded another NASA mission worth $144.2M
Expected launches a part of this announcement are expected in late 2028.
Just the beginning for this company.

[FSMN @faststocknewss]

NASA AWARDS UNCREWED LUNAR LANDER CONTRACTS TO ASTROBOTIC, FIREFLY, INTUITIVE MACHINES

NASA awarded uncrewed lunar lander contracts to Astrobotic, Firefly Aerospace $FLY and Intuitive Machines $LUNR under its Moon Base program, per Administrator Jared Isaacman.

The awards, announced at a NASA briefing Tuesday, are the latest round of cargo lander missions aimed at building infrastructure near the lunar South Pole ahead of crewed Artemis landings. The Moon Base program is a multi-phase, decade-long effort estimated at roughly $30B.

The contracts follow an earlier May round that included Blue Origin, Astrolab and Lunar Outpost.

[Ben’s Investor log @Benodette4]

@TomKloza 73 degrees there. Likely a different reason.

[Ben’s Investor log @Benodette4]

Very low volume on $CIFR today on a red day. We know what that means.

[Ben’s Investor log @Benodette4]

Big validation of technology. Many investors are still hung up on the launch bottleneck. Whether they reach 45 satellites by EOY or middle of 2027 it doesn't matter to LT investors. Paper hands and pessimistic traders are the only ones that care about launch cadence.

[Anp🅰️nman @spacanpanman]

$ASTS: “Unlike its peers, Rakuten Mobile has been partnering with Starlink’s direct competitor, AST SpaceMobile, and previously worked together on related projects.

In April 2025, they successfully conducted a video call connecting Fukushima Prefecture and Tokyo using direct communication between an LEO satellite launched by AST SpaceMobile and a regular, commercially available smartphone — a first in Japan.”

[Ben’s Investor log @Benodette4]

Some good news for $ASTS and New Glenn.

[Dave Limp @davill]

We're not rebuilding the same pad for New Glenn. We're moving to a horizontal/vertical hybrid configuration to get us flying again this year at 36A.  We were already working on something similar for 9x4 at 36B. Let me explain what that means. We mate the stages horizontally in the Integration Facility (IF). Then we bring the integrated vehicle out to the pad, use a crane to perform the vertical breakover, and mate the payload once New Glenn is vertical. This new ConOps has the added benefit of increasing our flight cadence as well.

[Ben’s Investor log @Benodette4]

Added another $CIFR $30 call 7/17 @ $0.65

[Ben’s Investor log @Benodette4]

$AXON chart looking crazy. Trump insider trading on it too.

Sticky revenue and expects to double revenue by 2028.
Could see this above $1,000 at some point in 2027

[Ben’s Investor log @Benodette4]

$ASTS +20%
$FLY +12%

[Ben’s Investor log @Benodette4]

$ASTS forming a hammer on the Weekly candle indicating a trend reversal as well as a hammer on the daily candle from yesterday. Also, if we close above $69 today, we have a bullish ingulfing candle as well. The end is here

[Ben’s Investor log @Benodette4]

Bought 1 contract $CIFR $30 call 7/24 @$1.30
and 1 contract $CIFR $30 call 7/17 @$0.97

Clear as day on the 4HR

[Ben’s Investor log @Benodette4]

Wow I sold that early

[Ben’s Investor log @Benodette4]

Sold my 1 contract of $ASTS $100 call 7/31 @ $3.75

Total Profit: $165

Would like to get back into this if we can fill the gap left over the weekend.

[Ben’s Investor log @Benodette4]

Call me crazy, but $FLY will be $100 by this time next year. ~250%

[Ben’s Investor log @Benodette4]

Sold my 1 contract of $ASTS $100 call 7/31 @ $3.75

Total Profit: $165

Would like to get back into this if we can fill the gap left over the weekend.

[Ben’s Investor log @Benodette4]

$ASTS trying to breakout on the 4HR chart. Unfortunately, it did leave a gap around $73 and $ASTS does not like leaving gaps open.
The good news is once that is filled it should target the gap around $120. See you on the other side.

[Ben’s Investor log @Benodette4]

Space stocks finding some buying this morning.
$ASTS $FLY $RKLB $PL

Looks like the sector is trying to find a bottom after a brutal beatdown around the $SPCX IPO

[Ben’s Investor log @Benodette4]

Data center builders getting hammered today. $CIFR $IREN

Not seeing a reason for this.