BP

Here for my own amusement
Nothing is financial advice • DYOR

[BP @BP_EUR]

Hopefully, this goes through... I can see the light in the end of the tunnel.

Remember: it's always darkest just before dawn! 💡

$RKLB $ASTS $FLY $AVAV $OKLO

[First Squawk @FirstSquawk]

IRAN FOREIGN MINISTER ARAGCHI DEPARTS TEHRAN FOR NEW YORK, WITH BRIEF STOP IN QATAR — STATE MEDIA

[BP @BP_EUR]

$FLY, $SATL, and $RKLB leading the charge, with $ASTS, $SPIR, and $PL all solidly green! 🔥

Launch + satellite names catching a bid. Final frontier having a moment! 😎

[BP @BP_EUR]

@TakeASwing1188 @zimman16 14,15,16 shipped. :)

[BP @BP_EUR]

$ASTS delivered another perfectly on-brand rug pull today...spectacular only in how unsurprising it was!

[BP @BP_EUR]

$ASTS finally provides an update!

Bluebirds 14,15, and 16 en route!! 🔥🔥🔥

[AST SpaceMobile @AST_SpaceMobile]

Another convoy is on the move.

BlueBirds 14, 15, and 16 have left our Texas facility and are on the road to Cape Canaveral.

Next stop: orbit. 🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀

The largest commercial communications arrays ever deployed in low Earth orbit. A scalable platform to deliver space-based cellular broadband connectivity directly to standard phones, support secure government applications, and deliver a new third layer of connectivity.

In Midland, Texas, production continues to advance through BlueBird 50, with more than 20 spacecraft structures now being integrated as part of our assembly process.

One constellation. Connectivity. Resilience. Security. Built in Texas. 🇺🇸🌎📶📱

#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds

[BP @BP_EUR]

If I had to guess: $RKLB either holds here and bounces, or we tag $65–67 next.

NFA

[BP @BP_EUR]

@corleoneinvests

[BP @BP_EUR]

@Mayhem4Markets 😆🔥

[BP @BP_EUR]

@zimman16 @TakeASwing1188 @AbelAvellan I agree ✅

[BP @BP_EUR]

@CrtfdSprvlln @banker22878 @BullTheoryio 😂🔥

[BP @BP_EUR]

@TakeASwing1188 @zimman16 I hope for ASTS shareholders’ sake that the guy was right. Still not buying back in

[BP @BP_EUR]

@TheDark_ViKing @davegreenidge57 I have no comment on his personality, I’ve never met the guy. I also don’t own an electric car or shares in any of his companies. My comments were purely about his physical appearance, and that has been very entertaining so far 😂

[BP @BP_EUR]

@Eva_Model_02 @davegreenidge57 Keyboard warrior

[BP @BP_EUR]

@menstraddler42 @TheDark_ViKing @davegreenidge57 Are you a trillionaire, bud? 🤣😂🤣😂

[BP @BP_EUR]

@zimman16 This is exactly the kind of behavior that keeps me from touching ASTS again. Parts of that community are straight-up toxic.

[BP @BP_EUR]

This kind of yield surge does not end well if the Iran war isn’t over yesterday... 🫤

$RKLB $ASTS $FLY $SPCX $NASA $AVAV

[BP @BP_EUR]

@CKCapitalxx

[BP @BP_EUR]

$AVAV is sliding back toward the $135–$140 zone again; right on top of the 52-week lows and a cluster of support. 👀

[BP @BP_EUR]

Did you listen? 🫡

$CCL

[BP @BP_EUR]

I put together some multiple estimates for the cruise sector and ranked the companies from cheapest to richest:

1) $NCLH - Fwd P/S ~ 0.7, Fwd P/E ~ 11-12x. Cheapest, Discount is the point: slower growth, highest leverage, weakest EBT conversion.

2) $CCL - Fwd P/S ~1.1x, Fwd P/E ~10x, Fwd EV/EBITDA high-7s. Best value/quality mix in the group if FY26 EBITDA holds above ~$7B. 🔥

3) $RCL - Fwd P/S ~3.4x, Fwd P/E ~14x. Premium is earned (margins, ROIC, brand). Not cheap, not bubble-like versus VIK. 🔥

4) $LIND - Fwd P/S ~1.9x; Fwd P/E 60x–100x+ on tiny EPS. Growth is real; earnings power is not in the price yet.

5) $VIK - Fwd P/S ~4.7x, Fwd P/E ~23–24x. Richest. Market is paying for 15–20%+ growth and premium yields.

-> Forward rank by cheapest: NCLH>CCL>LIND>VIK
-> Forward rank by quality-adjusted setup: CCL (value) and RCL (compounder) sit in the middle; VIK is priced for continued outgrowth, NCLH is a leverage/mean-reversion bet.

Scorecard:

- Best business: RCL
- Best growth: VIK, then LIND
- Best Value: NCLH on paper, $CCL in practice 🔥
- Most expensive: VIK
- Highest risk/least proven earnings: LIND (GAAP) and NCLH (B/S)

Not financial advice, always DYOR! 🔍

[BP @BP_EUR]

@Eva_Model_02 @davegreenidge57 I’m sure you are very successful and handsome person. dumbass 😂🤣

[BP @BP_EUR]

@TheDark_ViKing @davegreenidge57 The left picture is for dramatic purposes, bro 😆 He has a bad diet, minimal physical activity, and bad posture; all easily fixed. On the other hand, none of us peasants will ever be trillionaires unless we measure in Zimbabwean dollars or some other third-world currencies 😅🤣😂