William Chastka

International Technology Disruption Strategist

[William Chastka @Billsailing21]

@MelvinInvests Melvin. Why then do you think the stock prices of these leaders have pulled back dramatically? A weak reaction to NVDA may well impact further.

[William Chastka @Billsailing21]

@VladBastion Vlad. + Interesting view implying AVGO should get a second lift after Optics monster rally. Do you see optics reaccelerating perhaps October or sooner?

[William Chastka @Billsailing21]

@FundstratDirect Mark. Your insight is excellent and so often identifies the short and midterm swings better than most Your January forecasts for year end have been very accurate as well. Thank you

[William Chastka @Billsailing21]

@StockSavvyShay Wow! Short covering or what do you attribute it to ?

[William Chastka @Billsailing21]

@MarkNewtonCMT @jvakos Good call Mark. Are you concerned about today’s weakness ?

[William Chastka @Billsailing21]

@adiix_official Amazing product and strategy.

[William Chastka @Billsailing21]

Reprice up or down ?

[Value Investing Edge @StonkValue]

SpaceX’s, $SPCX reported ~$1.75T valuation will reprice the entire space stocks.

Major Space stocks that could benefit:

Launch:
$RKLB, $TSLA, $FLY, $VOYG, $VELO

Satellites & Connectivity:
$ASTS, $IRDM, $GSAT, $SATS, $TSAT, $VSAT, $SATL

Space Data:
$PL, $BKSY, $MDA, $RDW

Lunar & Infrastructure:
$LUNR, $UFO

Aerospace Materials:
$HWM, $HXL, $ATI, $CRS, $MTRN

Supply Chain:
$HON, $STM

ETF Exposure
$UFO

[William Chastka @Billsailing21]

@StonkValue That is very conservative. The question is can we actually build it

[William Chastka @Billsailing21]

@elonmusk @DivesTech Excellent. Bon Chance.

[William Chastka @Billsailing21]

@CMTAssociation @MarkNewtonCMT Mark. You stated you anticipate potential consolidation next week and perhaps extending into late May. I believe you expect the optical semis to pull back as well given their overheated run up?

[William Chastka @Billsailing21]

@FundstratDirect @MarkNewtonCMT Great overview Mark. Aren’t we due for a short term pullback? Would not an Israeli Lebanese breach pull the market back?

[William Chastka @Billsailing21]

@DivesTech Dan. Do you see CRWD continuing with a SaaS model or do you see something different ?

[William Chastka @Billsailing21]

@RedDogT3 

[William Chastka @Billsailing21]

@StockSavvyShay Shay. Re your exposure to photonic interface stocks, do you feel they may peak into earnings due to FOMO, or do you see despite their run, their fundamentals and demand support strong 2026-2027 ?

[Shay Boloor @StockSavvyShay]

https://t.co/GxqKSqy1Dd

[William Chastka @Billsailing21]

@StockSavvyShay @FuturumEquities Very good Shay. But although LT pro AI, is it correct you see tech and software continuing to roll over post Nvidea earnings due to macro factors? Even chips may pull back yes?