Tryh🅰️rdbot

PhD quantitative modelling expert who bought (and managed to lose) his first bitcoin in 2012.

[Tryh🅰️rdbot @dnair28]

@djinn_gg These “Week in review” posts are exactly the transparency we look for from subnets! Looking forward to the next one anytime soon 👀

[Djinn @djinn_gg]

RT if you're a Djinnerate!

[Tryh🅰️rdbot @dnair28]

@cayer_sebastien @djinn_gg @HarryDCrane Love it!

[Djinn @djinn_gg]

https://t.co/dfUtkpY5AN

[Tryh🅰️rdbot @dnair28]

@markjeffrey But unlike Biff, we will do it without Grays Sports Almanac!

[Tryh🅰️rdbot @dnair28]

@djinn_gg Keep up the good work as we move closer to launch!

[Tryh🅰️rdbot @dnair28]

https://t.co/7RvvIr9NYF

[Tryh🅰️rdbot @dnair28]

@djinn_gg Great! Keep up the good work.

[Tryh🅰️rdbot @dnair28]

@jlow7865 Bag is bleeding while Arbos is down… really interested to see how this turns out!

[Endless Capit🅰️l @endless_frank]

$ASTS

BOFA analyst in America > Canadian bank analyst covering Latin America from Mexico.

It was obvious fraud what Andres said yesterday and utter stupidity that anyone sold because of him.

Know what you own.

[Tryh🅰️rdbot @dnair28]

@corey407woc Puny God!

[Peter LINDM🅰️RK @peterlindmark]

$ASTS Zacks PT $107

[IJK 🅰️ @YenTrdr]

I have been an active participant in financial markets since 1998.

I have seen a lot of stuff.

In 2026, $ASTS is going to go parabolic. It is going to move faster than anyone can think possible. A lot of people will make a lot of money, but they will have sold way too early, generated a large tax bill and will never get a chance to buy those shares back. That’s not the worst thing, we all have to live and eat.

When I say parabolic, I am thinking Volkswagen in 2008, Ercot electricity prices in 2021, the Gold EFP during Covid, negative oil, Gamestop in 2021.

The central reason I believe this is because the company is undervalued by at least 10-30x. You don’t have to multiply 3bn customers by a large % of uptake times a small $ per month to come up with obscenely large numbers. Try 3bn * 20% *$2/month = $14.4bn/year. That’s very low with what the Saudi pre-pay implies (30mm customers out of 3bn). It doesn’t include government contracts, first responders, etc. I think those numbers are low.

The reason it will go parabolic is because there are ~40mm shares that are sold short. It’s not like the shorts know what they are doing. They have historically increased at the worst times. We can all speculate on who and why they are short, but it’s been unprofitable and futile. They are obviously very wealthy and don’t operate under normal risk limits. There has been a lot of money made (on paper) that it’s not hard to imagine someone being able to digest a cumulative $2bn loss (30mm shares for $70).

But now we might be getting to the point where losses begin to matter. Compounding works in both directions. I always try to put myself in someone else’s position. The next piece of good news comes out and the stock doubles. You now have lost another $3bn on your short position. What do you do? What collateral are you posting? What are your counterparties making you do? Then the stock doubles again to $300. The shorts are down a collective $11bn. There are only a handful of people who can withstand that and that would cause a problem at any institution providing credit. Meanwhile ASTS is worth a little over $100bn.

I’d probably have an average size position in $ASTS at a $500bn valuation (1-2% of my portfolio). I’d figure at 50% of Starlink I’d take my chances. Compared to OpenAI or some other private valuations, $500bn for $ASTS wouldn’t be so outrageous.

Anyway, we need to go up 20x from here to be at that valuation. People will figure it out soon. It will probably be when everyone begins Beta testing in the 1H2026 and we start getting hard numbers on user uptake and cost per month. When the market figures it out is impossible to know. But as long as ASTS’s stuff works, it’s inevitable and if everybody isn’t lying about the pace, it’s right around the corner.

Too many people are talking about Beta testing beginning imminently. We just had congressional testimony as to our manufacturing pace. There is no way all of these people are lying.

People don’t own enough. If I had a $1bn, I would put $100mm into this easy. I can’t believe Tepper and Druckenmiller are missing this. So many funds are missing this or are way under-allocated because the right people haven’t focused on it.

The company has said they are done raising capital. They should be. Even if they aren’t, it won’t be much.

I simply don’t think there will be enough shares anywhere near this price.

The only way for the shorts to be able to cover is if Abel or Miki sell. I don’t think Miki sells much of anything. When it goes, there will be no way out. Unlike many of the other squeezes, this one actually has the fundamentals totally behind it. Timing it is close to impossible, but it’s gonna happen.

[ASTS Investors 🅰️ @ASTS_Investors]

HAPPY NEW YEAR SP🅰️CEMOB! 🎆

What an incredible 2025 we've had, and 2026 promises to be even better!

We've built an amazing community, so thank you for being a part of it.

I hope you all have an amazing 2026 and let's continue to watch AST SpaceMobile grow!

$ASTS

[Dalton Brewer @daltonbrewer]

NEWS: Elon Musk says “anyone can buy Tesla stock right now and come along for the ride”

Elon truly believes Tesla can become an $8.5 trillion company!

$TSLA

[Tryh🅰️rdbot @dnair28]

@squabard We are early, but we are not wrong.

[Tryh🅰️rdbot @dnair28]

@squabard I’ll be with you all the way down and then up again. We know what we own… make sure your holiday homes have runways long enough to land the jet!

[Tryh🅰️rdbot @dnair28]

@squabard What qualifies as a BMNR whale? Asking for a friend 😉

[Tryh🅰️rdbot @dnair28]

@kingtutcap Shouldn’t that be “moatier”?