Charlie 🇺🇦

[N @longbitconnect]

$infq https://t.co/faHy4g3vKA

[Charlie 🇺🇦 @floflo77]

@LanceTeren Confirmation for $INFQ business:
https://t.co/VZSF1LNbWB

[N @longbitconnect]

$infq https://t.co/faHy4g3vKA

[Charlie 🇺🇦 @floflo77]

@MoodyWriter13 Just a confirmation that we are on a floor.
TA and FA are aligned 👌
$INTR

[Moody @MoodyWriter13]

It doesn’t make a difference, but it’s still nice to see that one of Brazil’s most respected and analytically strongest asset managers is also increasing its position in $INTR.

Squadra follows a deep-value-oriented approach with long holding periods and is highly selective, running a concentrated portfolio. Their track record is among the best long-term performances of Brazilian funds.

That’s something I can strongly identify with.

[Charlie 🇺🇦 @floflo77]

@GG_Remz Exact

[Charlie 🇺🇦 @floflo77]

@zerohedge $onds

[Charlie 🇺🇦 @floflo77]

@StockSavvyShay I don't see $ONDS ?!?!

[Charlie 🇺🇦 @floflo77]

@TheRonnieVShow $ONDS could be in this winners list

[Charlie 🇺🇦 @floflo77]

@SpaceInvestor_D I think space field benefits to be non sensitive to the middle East tensions.
Important point for investors.

[Battery Commodity @ArneLutsch]

Interesting pov here talking TAM and MarketCap

$RKLB: ~$75 billion market cap. A great company executing well in a $370 billion launch TAM.

$ASTS: ~$34 billion market cap. $740 billion D2D TAM that SpaceX just validated in their own SEC filing.

Now what about gross margins?
RKLB ~38%
ASTS >82%

All facts below:

[TopSecretStocks 🤫 @topsecretstocks]

Seriously - this $ASTS interview is pure gold 👇

[Charlie 🇺🇦 @floflo77]

@topsecretstocks Could be the ignition
$asts

[Charlie 🇺🇦 @floflo77]

@FinotGael C'est propre, statistiquement ça devrait fonctionner 👍🤞

[Charlie 🇺🇦 @floflo77]

@LumidaEarnings @KerrisdaleCap how your thesis on $TDS impacted by these last earnings?

[Moody @MoodyWriter13]

This is not another piece chasing a photonics “moonshot.” Markets don’t reward wishful thinking, they dictate where value emerges. A rational investor adapts to opportunity, rather than forcing a narrative onto it.

An aviation downturn is not an annual event. Yet history shows that such periods consistently create compelling entry points in engine manufacturers like $MTX , businesses that, at first glance cyclical, reveal on closer inspection an exceptional model: deeply entrenched moats, resilient aftermarket revenues, and long-term visibility.

Today, the setup is even more intriguing. Beyond the cyclical dislocation, the sector is supported by three distinct tailwinds, reinforcing what has always been, beneath the surface, a remarkably durable and high-quality franchise.

@KerrisdaleCap also recently published an analysis on this that seems a bit more aggressive / more bullish than mine.

I hope you enjoy this article as well.

https://t.co/rWOWlJaqht

[Charlie 🇺🇦 @floflo77]

@SpaceInvestor_D Is finally this news the most important for $RKLB ?

[Beach Trades @beach_trades]

$AMPG #5G #Oran

[Charlie 🇺🇦 @floflo77]

@SpaceInvestor_D I promised myself to hold this stock for 3-5 years

[Charlie 🇺🇦 @floflo77]

@SpaceInvestor_D $RDW will takeoff !
Seat belt fasten 🫡

[Charlie 🇺🇦 @floflo77]

@SpaceInvestor_ @SpaceInvestor_D That's the beginning for space stocks ?