@Algorhythm_AI@cvpayne@mySemiCab You guys should be using your cashtag
$RIME
And possibly AI to help run your X page.
X/Twitter is all I used to find stocks for years.
I asked ChatGPT if you should use a cashtag, etc... π
If you dont trust the link do it yourselves.
https://t.co/gflmSyeZ8q
I will trim $ASTS at $150 before the SpaceX IPO and buy back in the double digits.
I plan to do the same with my other stocks: $NBIS, $ONDS, and $RKLB.
I probably hold $KRKNF as I expect a rerating after uplisting.
We are in a new era of the market. Growth stocks are experiencing repeated 40β50% pullbacks every 3β6 months.
Not trimming at the highs and adding on the dips is irresponsible.
I know people say βyou canβt time the marketβ bla bla bla, bullshit, these pullbacks are brutal, and they happen when the stock is near all-time highs.
You have to adapt to new circumstances. The market is more volatile than ever before. With Trump, AI, wars, acceleration in every aspect, things have changed.
Taiwan will be next.
-RM
$ONDS just dropped revised preliminary results and they're beating guidance across the board.
- Q4 2025 revenue: $29.1β$30.1M (guidance was $27β$29M) β
- Full year 2025 revenue: $49.7β$50.7M (guidance was $47.6β$49.6M) β
Beats on both. Not close. Above range.
And that's just the warm-up.
Full year 2026 guidance? $170β$180 million.
Reiterated. Confident. No new acquisitions even baked in yet.
That's 3.5x revenue growth year-over-year if they hit the midpoint.
Balance sheet? Fortressπ°
- $551M cash at year-end
- $1B raised in January 2026
They are not running out of runway. They are building a launchpad.
The $ONDS portfolio is stacked:
- π€ Autonomous drones (Airobotics, American Robotics)
- π‘οΈ Counter-UAS (Sentrycs)
- π£ Demining robotics (Roboteam, 4M Defense)
- π‘ Mission-critical wireless (Ondas Networks)
And more, with Mistral & more mergers / acquisitions.
Defense. Security. Industrial. All converging.
Final results drop March 25 at 8:30am ET with a live earnings call.
$ASTS has a path to becoming a trillion dollar company and the math isnβt complicated.
Let me show you exactly how it gets there.
Start with Starlink as the benchmark.
Starlink took 5 years, over 10,000 satellites, and tens of billions in capital expenditure to reach 10 million subscribers and roughly $10 billion in annual revenue.
SpaceX is now targeting a $1.75 trillion IPO valuation with Starlinkβs implied value sitting around $1.17 trillion on that subscriber base.
10 million subscribers. $10 billion revenue. $1.17 trillion implied value.
$ASTS is targeting 5 billion mobile subscribers globally. Not 10 million. 5 billion. And the business model is structurally superior to Starlink in every way that matters for scale.
Starlink competes with carriers. They built their own hardware, their own dish, their own subscriber acquisition funnel. Every customer has to buy a $600 terminal, cancel their existing provider, and switch to a new service.
Customer acquisition is expensive and friction is high. That is why after 5 years and 10,000 satellites they have 10 million subscribers.
$ASTS does not compete with carriers.
They partner with them. AT&T, Verizon, Vodafone, Rakuten, Orange, TELUS, and 50+ operators worldwide have already signed agreements.
Those carriers collectively cover 3 billion existing subscribers whose phones are already hardware compatible.
No new device. No new plan. No new anything. The carrier offers satellite coverage as a simple add-on and the existing customer base opts in. Zero customer acquisition cost on $ASTSβs side.
Starlink charges $120 per month per residential customer. $ASTS operates on a wholesale model where carriers pay per subscriber. A $5 per month add-on to an existing carrier plan is not a stretch.
Carriers charge $15 to $30 per month for international roaming today. A dead zone coverage add-on in rural America, at sea, or in the air is a premium feature people will pay for without thinking twice.
Now run the math.
1 billion subscribers at $5 per month is $60 billion in annual revenue. That is 20% penetration of the 5 billion subscriber target. That is 33% penetration of the 3 billion already on partner carrier networks.
Starlink is valued at $1.17 trillion on $10 billion in revenue. That is roughly a 117x revenue multiple. $ASTS generating $60 billion at a fraction of that multiple tells you everything you need to know.
At 15x revenue on $60 billion that is a $900 billion market cap. At 20x that is $1.2 trillion. At Starlinkβs implied multiple it is multiples beyond that.
But letβs stay conservative. Even at 10x revenue on $60 billion that is a $600 billion market cap from a $35 billion market cap today.
That is 17x from here on a scenario that requires 20% penetration of an addressable market where the distribution is already built and the hardware is already in billions of pockets.
Now look at this realistic time line.
BlueBird 6 is already in orbit. The largest commercial communications array ever deployed in LEO, exceeding 120 Mbps peak data speeds.
Commercial service activating this year across the US, UK, Japan, and Canada. $3.9 billion in cash on the balance sheet fully funding the constellation buildout. Zero dilution risk on the launch campaign.
The 2025 revenue was $70.9 million. 2026 guidance is $150 to $200 million as commercial billing starts and government contracts ramp. The revenue line is just starting to move. The subscriber base is not priced in at all.
Starlink needed 10,000 satellites and 5 years to get to 10 million subscribers fighting for every single one. $ASTS needs 45 to 60 satellites and already has 3 billion potential subscribers sitting in their partnersβ existing customer bases waiting for the switch to flip.
The constellation is almost complete. The carriers are signed. The phones are compatible. The revenue is starting.
$35 billion market cap. $1 trillion is the destination. The satellites are going up now.
Hear me outβ¦
These 5 names will create generational wealth for many over these next 9 months.
$ASTS is a $250 stock trading at $90.
$RKLB is a $160 stock trading at $70.
$NBIS is a $220 stock trading at $120.
$AMD is a $350 stock trading at $195.
$ONDS is a $32 stock trading at $10.
The opportunity behind these names is so massive that theyβll be talked about for generations to come.
Save this for laterβ¦
This is not the chart of BTC.
This is $SNDK.
This is how bottlenecks move.
First chips β $NVDA $AMD
Then memory β $SNDK $MU
Next up: Photonics.
$AAOI $AXTI $LITE $COHR $TSEM
Bottlenecks donβt limp higher.
They explode.
Mark my words. These 5 stocks will create millionaires by 2028:
$SOFI at $16 - Digital bank crossing $1B quarterly revenue. CEO just bought $1.5M in shares.
$HOOD at $70 - $4.5B revenue. 52% YoY growth. 750K international customers and scaling.
$IREN at $33 - $9.7B Microsoft contract. 4.5 GW data center pipeline. BTC-to-AI pivot.
$ASTS at $80 -$1.2B backlog. 3B potential subscribers. Verizon, AT&T, STC deals.. 60 satellites by year-end. Path to $1B revenue by 2027
$SYM at $50 - AI-powered robotics disrupting a $100B+ warehouse industry $22.3B backlog. Walmart, Medline, Albertsons deals
Most of these are down 30-50% from their highs.
Bookmark this. Come back in 2028.
$RIME @mySemiCab
We got Jonathan Miller π±
βWhat drew me to SemiCab was the opportunity to work on a transformative platform that doesnβt just digitize freightβit reimagines how multi-enterprise networks operate."
https://t.co/WU0OVBwZNu
#Grok π
JPMorgan just significantly increased its position in $IREN.
They added 688,024 shares, a 102.67% increase.
Total holdings: 1,358,173 shares.
Letβs be clear.
Institutions like JPMorgan do not double their positions randomly.
They increased exposure above $40, after the 2025 rally. Not at the bottom. Not on a dip.
They are buying at current prices because their models point to something ahead.
Here is what is happening behind the scenes.
Institutional money is moving in:
β’ Goldman Sachs: +233.11% position increase
β’ Bank of New York Mellon: +113.81% increase
β’ Capital Research Global Investors: building position
β’ Franklin Resources: accumulating
β’ BIT Capital: positioning
Institutions now control 44.78% of outstanding shares.
This is not retail hype.
This is institutional conviction.
Why they are buying:
β’ $IREN has secured multi year HPC and AI data center contracts
β’ Renewable energy integration expected to scale into H2 2026
β’ Hyperscalers need power and infrastructure
β’ $IREN controls both
JPMorgan appears to be positioning ahead of that demand curve.
The contrarian signal:
β’ Put/Call ratio: 2.93
β’ Retail sentiment remains cautious with more puts than calls
Retail is hedging downside while institutions are adding exposure.
Classic divergence.
What it suggests:
When an institution increases a position 100 percent or more after a major run, it is rarely momentum chasing.
More often it means they are positioning ahead of an earnings or revenue cycle the market has not fully priced in yet.
As institutional ownership rises:
β’ Float tightens
β’ Volatility compresses
β’ Moves can become more amplified
And that is usually when the next phase of the trend begins.
Jensen Huang just said
"Space computing, the final frontier, has arrived."
NVIDIA is putting AI data centers in orbit.
25x the compute power of H100. In space.
For AI to work in space β
it needs connectivity.
$ASTS is the only company
building that backbone.
NVIDIA just told you the next trade.
Are you paying attention? π
$NBIS is up +14% this morning after signing a MASSIVE, $27 billion AI spend contract with $META.
Under the 5 year agreement, $NBIS will provide $12B in compute capacity to $NVDA (Vera Rubin platforms), & $15B to $META (AI cloud businesses).
Nebius will continue to outperform in the Neocloud AI infrastructure sector, & clearly continues to prove why itβs my #1 pick.
$180+ is incoming this year.
Mark my wordsβ¦
Microsoft sees a strong correction on average every 2 years $MSFT
2008: -60% then went 112%+
2010: -28% then went 44%+
2012: -21% then went 116%+
2015: -21% then went 99%+
2018: -19% then went 141%+
2020: -30% then went 163%+
2022: -39% then went 119%+
2024: -24% then went 61%+
2026: -31% then went ?
Except whatβs different this time?
1 β€οΈ and I put up a very interesting chart for you guys
25βstock list β one leader from each major sector/theme to watch for future growth
$IREN β AI infrastructure
$IONQ β quantum computing
$RKLB β aerospace launch
$ASTS β aerospace connectivity
$NBIS β NeoCloud
$SOFI β Fintech
$EOSE β energy storage
$ONDS β wireless and drone networks.
$QS β Solid-state EV battery disruptor.
$OKLO β nuclear energy SMR
$HIMS β digital health platform.
$OSCR β Tech-first health insurance
$ZETA β AI-marketing data platform.
$ADUR β chemical recycling tech
$POET β photonics
$CLPT β neuroscience healthcare
$PATH β Enterprise automation and AI
$JOBY β Electric air taxi pioneer.
$MP β Critical rare-earth supply
$KTOS β Autonomous defense
$RR β Robotics automation play.
$ABCL β AI antibody discovery engine.
$GLXY β digital Fintech
$TE β solar and battery
$SOUN β Voice AI platform
$ASTS has returned over 250% in 12 months.
The stock is still at $86.
BlueBird 7 launching this month. π°οΈ
Commercial service H2 2026. π±
FirstNet emergency services onboard. π¨
$1.2B already contracted. π°
SpaceX filing $1.75T IPO. π
The best is yet to come.
Still sleeping on $ASTS? π
$ONDS was warned at $5, today it's trading at $10.
$AXTI was warned at $20, today it's trading closer to $50.
$AMPX was warned $11, today it's trading closer to $18.
Next, I am warning-
$NBIS will be over $200 by end of 2026.
$TE will be over $13 by end of 2026.
$OSS will be over $20 by end of 2026.
Bookmark this post for later!
It's your turn to become a millionaire.
The pattern is clear:
β’ Early Investors in $NVDA β Millionaires
β’ Early Investors in $TSLA β Millionaires
β’ Early Investors in $PLTR β Millionaires
Now, a new wave of disruptive themes is forming:
β’ Photonics: $AAOI $AXTI $LITE $TSEM
β’ Space Infrastructure: $RKLB $ASTS
β’ Neo-Cloud: $IREN $NBIS $CIFR
β’ Memory: $MU $SNDK
β’ Defense Tech: $ONDS $AVAV $KTOS
β’ Robotics: $KRKNF $SYM $TSLA
β’ AI Energy: $BE $OKLO $SMR
Bookmark this.
Invest and have patience.
Compounding will create generational wealth.
Your kids will thank you!