Hero Investor

50%+ cagr secret portfolio! $NBIS, $PLTR, $RKLB, $ASTS, $ONDS Investor portfolio:

[Hero Investor @heroinvstr]

I believe $ASTS will have 3B subscribers by end of 2028 after it is done launching a total of 90 satellites for 24/7 continuous coverage.

Assumptions:
- $3/month ARPU
- 30x P/S
- 3B subscribers

That gives a market cap of $3.24 trillion

That is about 114x from here or $8350/ share

Bookmark this.

[Hero Investor @heroinvstr]

@green_pumpsie @drayinvests Waymo Tesla and other autonomous rideshare companies

[Hero Investor @heroinvstr]

My SpaceX valuation:

Using Rocket Lab’s $RKLB recent price-to-sales (P/S) multiple of roughly 56x:

applied to SpaceX’s trailing-12-month (TTM) revenue implies a SpaceX $SPCX share price of about $82.

[Hero Investor @heroinvstr]

@butt_farter_ @GerberKawasaki It has great businesses give me a reason why it’s bad?

[Hero Investor @heroinvstr]

@butt_farter_ @GerberKawasaki 🤣

[Hero Investor @heroinvstr]

@Thelorax908 @stevenrusso1115 @GerberKawasaki No let ASTS become operational first then we’ll see

[Hero Investor @heroinvstr]

@stevenrusso1115 @GerberKawasaki No one we take seriously **

[Hero Investor @heroinvstr]

$ASTS might become fully operational ahead of schedule !

[SpacBobby @SpacBobby]

$ASTS - SpaceX’s Starship can carry +100,000 kg into space

This means Starship could potentially hold 12 - 18 composite Bluebirds per launch.

1 Falcon 9 launch costs around $74M

1 Starship launch is estimated at $90M

A big boost to launch cadence when Starship becomes commercial sometime in 2027 if testing continues to go well. 🚀

[Belgische Beleggers @belbeleggers]

People hating on $ASTS be like

“Yeah but they have no revenue”

Yeah that’s how it works when you build things you dumb ass

[Hero Investor @heroinvstr]

Stocks to avoid no matter the price:

$PYPL
$NFLX
$UBER

[Hero Investor @heroinvstr]

@growthrapidly It’s going to $75

[Hero Investor @heroinvstr]

@MargieSunn53478 @piersmorgan Dm me please

[Hero Investor @heroinvstr]

What’s going on with $NBIS?! But it’ll be $300 by end of year!

[Hero Investor @heroinvstr]

I believe $FIG has finally bottomed out!

[Hero Investor @heroinvstr]

@KobeissiLetter Got it covered with $SMR and $BE

[unusual_whales @unusual_whales]

BREAKING: Oracle, $ORCL, has signed a 10-year software contract with Pentagon worth up to $7 billion.

Of note, CEO Larry Ellison recently gave $45 million to Pro-Trump groups, and has numerous initiatives with the Trump administration including a $500 billion "Stargate" AI data center initiative and its central data security involvement with TikTok USA, per CNBC

[Hero Investor @heroinvstr]

@antibearthesis Of course it will cmon great company just overvalued at the moment

[Hero Investor @heroinvstr]

Overblown look at its backlog..

[The Kobeissi Letter @KobeissiLetter]

Investors are worried about Oracle's credit:

Oracle's, $ORCL, 5-year credit default swaps (CDS) are up to a record ~203 basis points.

This means protection against Oracle's default now costs ~$203,000 for every $10 million of principal.

Oracle's CDS have more than QUADRUPLED since mid-2025, even surpassing the 2008 Financial Crisis peak.

The company’s borrowing costs are also rising, with the spread on its 6.7% notes due 2056 widening +8 bps on Monday, to 263 bps, and its 5.7% notes due 2036 widening +9 bps, to 205 bps.

Meanwhile, S&P Global Ratings downgraded Oracle to BBB- on July 9th, just 1 notch above junk, citing its rapidly growing AI-related spending.

Oracle's credit risk is at crisis levels.