Deep Rese🅰️rch

X account for my own personal research. And memes. Okay, mostly memes. Nothing I post is financial advice. Do your own due diligence.

[Deep Rese🅰️rch @deepresearch855]

$ASTS

[Anp🅰️nman @spacanpanman]

$ASTS: 🧑‍🚀 IN SPACE, CONNECTIVITY IS THE NAME OF THE GAME

[Deep Rese🅰️rch @deepresearch855]

$SPCX

[*Walter Bloomberg @DeItaone]

GOLDMAN SEES SPACEX AI REVENUE EXPLODING TO $322B BY 2030

Goldman Sachs projects SpaceX AI revenue rising from $3.2B in 2025 to $322B by 2030, a ~100x increase, forming the core justification for its $1.78T IPO valuation. Total revenue is forecast to reach $474B, with Starlink at $144B and rockets at $8.3B.

AI segment growth is tied to aggressive market assumptions despite current losses and execution concerns around xAI. Overall EBITDA is seen surging to $352B by 2030.

[Deep Rese🅰️rch @deepresearch855]

$IONQ

[Paul LeCoque @paullecoque]

If Quantinuum IPOs at $16B valuation:

IonQ would be worth ~$77-107B on the same multiples.

Implied IonQ share price: ~$207 – $286.

👀

[Sawyer Merritt @SawyerMerritt]

Here is @SpaceX's full IPO roadshow presentation from CFO Bret Johnson, who has been CFO at the company for the last 15 years.

It's worth watching.

[Deep Rese🅰️rch @deepresearch855]

When I outperform professional hedge funds by just holding $ASTS

[Today In History @historigins]

An airsoft player sneaked into the enemy base and took them all out with a knife without them even noticing

[Jose @ATURULLAO4]

$IONQ Q2B Tokyo will take place on June 4-5 https://t.co/V0LqwSHG7Y

[Deep Rese🅰️rch @deepresearch855]

@iewney This seems crazy to me. They should just buy $IONQ.

[Deep Rese🅰️rch @deepresearch855]

@RealTimShady42 🤣🤣🤣

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS June 02, 2026: Marvell CEO calls connectivity the next AI bottleneck, as Nvidia's CEO proclaims Marvell the "next trillion dollar company"

"The bottleneck is shifting again; now it's connectivity that has redefined the limits of the infrastructure."

https://t.co/wWrOJEsli1

$MRVL

[Deep Rese🅰️rch @deepresearch855]

It’s already been an interesting/exciting week for $ASTS, but the rest of the month should be amazing:

1. The first batch launch of BlueBird Block 2s, demonstrating 3x stacking with composite control sats

2. The second batch shipment of BlueBird Block 2s, demonstrating production cadence

3. SpaceX IPO, bringing more attention to $ASTS capabilities

[SweetDee @RealUnsweetDee]

Ummm…pretty sure you can tho…

[Deep Rese🅰️rch @deepresearch855]

@spacanpanman Lol perfect

[Deep Rese🅰️rch @deepresearch855]

$ASTS
“We will fly again before the end of this year.” ‼️‼️‼️

[Dave Limp @davill]

Some LC-36 updates. Now that we’ve had access to the pad and integration facility we can share a bit of good news. The propellant farm, oxygen, liquid hydrogen and LNG tanks are all in good shape. This is good luck because these are very long lead items. The water tower is also good. The big support tower is damaged, but it can be repaired in place rather than torn down and replaced. The booster “Never Tell Me The Odds” and the three GS-2s that were onsite in the integration facility also look good.

I’ve seen some speculation that we might move directly to the 9x4 configuration, but we won’t do that. Rate manufacturing of 7x2 is going well, and we’re going to continue that at pace as planned and store the stages for use. In addition, we had already been working for some time on eliminating our transporter-erector in favor of an alternative vertical conop, and we’ll now go directly to that; so we don’t need a new transporter-erector.

We will fly again before the end of this year. Gradatim Ferociter.

[Deep Rese🅰️rch @deepresearch855]

NGL the $ASTS drawdowns get more emotional as the portfolio grows. But I’m locking in.

[Reformed Tr🅰️der @Reformed_Trader]

$ASTS look left. These sharp drawdowns are not uncommon on the way up. We're about 24% off the high from 3 trading days ago, which is around the average % drawdown and the median in terms of duration before reversing back up

*NFA

[Tech Week @Techweek_]

“Anybody can learn quantum.” @Liv_Lanes, @IBM Quantum Content and Education, breaking down quantum computing for #NYTechWeek

[Anp🅰️nman @spacanpanman]

$ASTS: Quote from AST SpaceMobile in recent article:

“None of the missions planned for the next few months are scheduled with Blue Origin,” the statement said. 

“Our satellites are designed to be launcher-agnostic, and we have agreements in place with multiple launch providers, giving us flexibility across our launch program,” AST SpaceMobile added.

[Deep Rese🅰️rch @deepresearch855]

$ASTS
Inevitable

[PK_Fund @PK_Fund]

$ASTS Three Launches now scheduled or on the board for https://t.co/sYon1mEs39. The latest Addition is Vulcan Centaur, which is an NSA launch.

https://t.co/Q1Omoi0fGn

https://t.co/Xi2n2Qyynn

https://t.co/vQsuiHc3qN

Vulcan Centaur is a two-stage-to-orbit, heavy-lift launch vehicle developed by the United Launch Alliance (ULA). It is principally designed to meet the critical launch demands of the US government's National Security Space Launch (NSSL) program for use by the United States Space Force and US intelligence agencies for national security satellite launches.

[Deep Rese🅰️rch @deepresearch855]

$ASTS
👀👀👀

[C🅰️tSE @CatSE___ApeX___]

@gainzalgo