$ASTS kinda shocked the relative strength this week comepared to the borader markets and space basket! We might have finally turned the corner. Get through this midterm next week and we might be able to afford some Christmas presents after all! Enjoy the weekend!
David Tepper just cut his Micron stake by 41%
His current #1 bet:
$AMZN – 15.4% of portfolio
(Biggest position • added +16% in Q2)
This is why we track the smart money.
$OKLO selected by DoE to advance Groves 2 Forge after its first reactor reached criticality in under a year.
CEO highlighted “how quickly a new reactor could be built.”
Now expanding into materials for cancer treatments — opening a new business beyond electricity
$HIMS
Eyes glued this week.
Chart as tight as it gets.
Solid story + attractive R/R.
Strong Friday move.
Wildcard that can really dance. Liking it @ $30.
I'm no $ASTS bull or investor but am I common sensing this correctly...?
$SPCX is becoming a massive competitor to the communication companies like Verizon, AT&T, and T-Mobile.
Meanwhile AST SpaceMobile is the one selling the picks and shovels to them so they can compete and not fade into existence. Thus, ASTS is $NVDA in this situation, no?
So more competition equals more desperation which equals more CAPEX into ASTS. Meaning more revenue and the business model isn't dying, it's accelerating.
If I'm common-sensing this wrong please let me know in the comments below.
This all while ASTS is in the Strong Buy Zone (3X DCA) for the first time in 3 years.
THE FULL SPACE VALUE CHAIN
Really interesting seeing how differently major space companies are positioned across launch, manufacturing, spectrum & services heading into 2028:
• $RKLB combines rockets, satellite manufacturing & defense with Iridium global spectrum and 2.55M+ existing subs
• $SPCX controls launch, satellite manufacturing & Starlink through its vertically integrated network
• $ASTS connects everyday smartphones directly to satellites using large arrays & carrier spectrum
• $PL operates Earth observation satellites & sells imagery, data & analytics
• $FLY builds launch vehicles, lunar landers & defense systems
• $YORK manufactures satellites for Pentagon constellations & defense programs
• $RDW supplies spacecraft components, sensors & mission hardware
• $BKSY operates imaging satellites & delivers real time geospatial intelligence
You can also see below how the bigger opportunity in space is shifting toward owning scarce spectrum, infrastructure and recurring customer relationships.
$MSFT CEO Satya Nadella says we need to “separate the supply of intelligence from the authority over it” as AI agents gain access to sensitive data and critical business systems.
His argument is that models should be treated like insider risks with independent controls over identity, permissions, logging and ability to shut them down.
Microsoft already owns a lot of that infrastructure through Entra, Defender and Purview positioning it to control security layer for enterprise agents regardless of which AI model companies use.
$DELL
Trump on May 8th literally said in exact words to the world to go and buy $DELL on tv.
The stock was around $233’s then.
On Friday it just missed fresh ATH’s by a tick at $595.
+155% nbd…
Let’s not even discuss what he did for $INTC lol.
$SEZL | +20% GAIN | Another reversal nailed
+20% since hitting my pre-projected reversal zone — to the cent.
This comes after we already banked +109% on the previous trade.
Who wants to see my next Elliott Wave targets?
$ASST wave 3 was insane — nearly 190% in one run.
Wave 4 still looks incomplete.
Watching the 8-week / 50-week EMA for the bounce (open gap sits right there).
If it holds, wave 5 remains on the table.
VEX King ~$38 with room higher.
$ONDS testing patience more than price.
Lost weekly EMAs — not short-term bullish. Could take weeks to reclaim.
Watching 0.887 Fib $6.56 (≈ GEX King $6.5) as the key stabilize zone.
Above: VEX $9 → $10.
Longer-term setup intact.
Most won’t sit through the chop.