Dan

Investing. I manage a small fund. Opinions only. Not investment advice. I may hold, buy, sell, or trade securities discussed at any time.

[Dan @dan_tmt]

@darkstarsats How do you think NN situation shakes out?

[Dan @dan_tmt]

@George_Dubs_ @stockthoughts81 or a recap. numbers don't look pretty though.

[Dan @dan_tmt]

@EdLudlow @TheTerminal Doesn't even get him to the 4-comma club...

[Dan @dan_tmt]

@TMFAssociates I am sure you are right. Auction just started so not worth reading too much into it. Will continue to track it though! Exciting to have a new auction after a long time...

[Dan @dan_tmt]

AWS-3 looks like it may turn out to be a bust? Still very early, but 62 licenses already only have 1 bidder and 39 have no bidders. That represents ~$115m shortfall on those markets if no further bids come forward for these markets.

Clearly the bigger markets will drive most of the value, but so far this feels lighter than I think many expected.

$SATS

[Dan @dan_tmt]

@TMFAssociates OK - I thought in initial auction, we didn't see this many no bids and 1 bids. I could be remembering incorrectly.

[Dan @dan_tmt]

@BoringBiz_ I'm sure they just ask Claude and ChatGPT...

[Dan @dan_tmt]

SpaceX $SPCX valuation reduced again. Started at 2t, then "not below 1.8t", now 1.75t... Will be interesting to see where it lands.

[Dan @dan_tmt]

I really enjoyed this presentation: Kai Wu on Separating Software Survivors from Value Traps

https://t.co/WmCIx9TiBS

[Jeff Baumgartner @thebauminator]

CONX, Charlie Ergen's SPAC focused on media and telecom, has struck a deal to gain a controlling interest in HC2 Broadcasting, a company that is pursuing a 5G Broadcast platform. @Light_Reading https://t.co/jemY9XA9Im

[Dan @dan_tmt]

Worth mentioning, you need to be on the Claude Max plan ($100+/month).

[Dan @dan_tmt]

AI Hack of the Day (#1): Let AI plan your dinners and order your groceries.

Here’s the workflow:
Ask Claude something like:
“Create a weekly meal plan for a family of 4. Avoid gluten. Budget ~$200. Prefer 30-minute dinners. Include a complete grocery list.”

Review the meal plan and make swaps.

Download Claude for Chrome.
Ask Claude to add the ingredients to your cart at your favorite grocery store.
Review quantities, brands, substitutions, and checkout.

Max hack:
Ask it to compare multiple stores and build the cheapest cart.

Meal planning + grocery shopping just went from annoying weekly chore to 10-minute review.

(If you are willing to pay high markups, Instacart already has an AI helper that you can upload your meal plan and it will create a cart with your ingredients.)

[Dan @dan_tmt]

Thanks! Cool site. Looks good. Wish it were more accurate though. You will likely need clearer writing to track better - happy to follow best practices for you to pick it up better. Let me know.

Some glaring errors: $CABO I closed out at a small gain after doing more DD.

$TDS I entered at $7. $LASR under $7

GSAT is not a company i've owned - maybe short time but don't recall owning it.

Also not sure if you are tracking closing positions and I likely wrote about some others too - like $DRTS

Send me a DM if you need anything else. Thanks.

https://t.co/QgrK77A1qP
https://t.co/K8CfAQ1nGf
https://t.co/3eMzJ2UrrL

[Dan @dan_tmt]

RAM prices on Amazon +5x over the last year.🙀

I am never going to be able to upgrade my PC...

[Dan @dan_tmt]

I was waiting for a Black Friday sale on DDR5 RAM since September...

Price are out of control!

You can likely do better buying a prebuilt PC that doesn't factor in this new RAM pricing.

[Dan @dan_tmt]

@bkaellner @DrDavidKass Unless you own an ETF that is being forced to buy it...

[Dan @dan_tmt]

@B3rnMucker69 Today

[Dan @dan_tmt]

$SATS plans to liquidate the rest of its spectrum over the next few years

[Dan @dan_tmt]

Looks like SpaceX just lowered valuation target to$1.8t from 2t... Need to lower those multiple again...

New glenn rocket explosion can't be good for the sector either...

[Dan @dan_tmt]

SpaceX IPO is expected to be ~80x sales
$RKLB is now ~95x sales - has no constellation, no LLM, and no social media platform.

Seems expensive to me 🤷