@DaSteeringWheel@MWM76 $ASTS and $SPCX are more partners than competitors, as they occupy different parts of the spectrum, and provide much different connection speeds.
@SeanHasOptions@MarioOttai549 Truth. I'm still trying to come up with a workable plan on selling my winners. Do I trim each lot when it's up a certain %? How much to weigh the underlying fundamentals and market outlook when continuing to hold? But each stock & company is different.
@RevShark When you see your positions jump 20%+, and am holding a fairly large amount, do you automatically trim a bit, say 10%, even if you expect it to go higher?
$BMNR the Clarity Act essentially "blesses" the company's business model, allowing Bitmine to scale its staking operations without fear of being classified as an illegal shadow bank.
$LPTH A $110M backlog is roughly 1.5–2 yrs of current revenue run-rate in committed orders. And some two-thirds of it is in higher-margin systems and subsystems (e.g., infrared cameras, imaging modules) rather than low-margin raw components.
@RealJimChanos Big difference: during 1999-2000, money was spent laying fiber that wasn't needed for yrs. Today, money is spent on data ctrs that are struggling the to keep up with endless demand for more compute.
@JC_ParetsX Depends on the nature of the bet. Some are predictions of what a stock will do in the next few days or weeks, so about as much of a gamble as playing the stock market. Others, are wagers on the weather or a political outcome, and to me, more pure gambling. So pick your poison.
@TheFoxRadar Good find -- Outside the U.S., Humacyte will pay Fresenius only low‑single‑digit royalties on Symvess net sales, with a two‑year royalty‑free period after launch in each country