naval

[naval @naval_trader]

Por ahora viene aguantando bien la ema 20 (semanal), con volumen bajo.

-Es clave que comience a rebotar sobre esta zona.

$GLOB

[naval @naval_trader]

Vamos a ver si se da esta sobreextensión en globant.

-Es clave que mantenga la ema 20 (semanal).

$GLOB

[Market Partners @_marketpartners]

Desaceleración de IA = Oportunidad en software y SaaS.

$GLOB buscando una vez más superar la zona de 40usd... para mi tiene un imán a la EMA200 diaria que está en 49usd hoy. La tiene que testear si o si después de tanta corrección prolongada que tuvo el papel, pasado de mambo en pesimismo.

[El Loco de la Bolsa @loco_dela_bolsa]

$SATL #Satellogic Awesome post from @wacbinvesting , and breathtaking response from @ericworksalot CEO of SynMax!!

Even for @ericworksalot the market is not correctly meassuring the impact of Merlin.

$SATL has an X community that is very well informed, thanks @wacbinvesting !

[naval @naval_trader]

@kap_investings Muy buena info loco!

[KAP @kap_investings]

$SATL announced SynMax as the exclusive maritime intelligence channel for its upcoming Merlin constellation 📡🚢

Let's start with the basics for anyone new to this space.

Every large ship is supposed to broadcast its location via AIS (Automatic Identification System), basically a legally required radio beacon that says "I'm here, this is my name, this is my heading."

Think of it like a car's license plate that also announces its GPS position out loud. Problem: it's a switch.

A ship running drugs, evading sanctions, or fishing illegally in protected waters can just turn it off. It goes dark. Traditional maritime tracking, which relies almost entirely on AIS, goes blind the moment that happens.

This is exactly the gap SynMax's Theia platform is built to close. Theia doesn't just read AIS, it cross-checks AIS against actual satellite imagery and SAR (radar imagery that works through clouds and at night, when optical cameras can't see anything). If a ship turns off its beacon but a satellite still photographs it sitting exactly where it shouldn't be, Theia flags the mismatch. That's the entire product: catching ships that are actively trying not to be caught. It's already used by the U.S. government and allied defense agencies for sanctions enforcement, dark-fleet tracking, and illegal fishing detection, this isn't an unproven startup, it's an established tool getting a much better camera.

SynMax isn't a Satellogic-exclusive shop. Per a prior partnership, Theia has also run on Planet Labs' imagery for this same maritime use case, so SynMax is a multi-source platform, not a captive tool. "Exclusive" here specifically means SynMax gets sole rights to sell intelligence built on Merlin's own data, not that SynMax works only with SATL, and it mirrors the earlier SpaceKnow partnership for broader geospatial analytics.

If anything, that cuts both ways, it validates SynMax as a neutral, credible operator, but it also means Merlin's differentiation has to come from actual coverage and resolution advantages over what Theia could already do with Planet's imagery, not from being SynMax's only supplier.

(Official $PL blog post about this: https://t.co/orRHTOXEgp)

That "much better camera" part is where Merlin comes in. Today, satellite coverage of the ocean is patchy, a satellite has to be specifically pointed (tasked) at a location to photograph it, which means huge stretches of open water go unphotographed for long stretches. Merlin is designed to image the entire planet daily at roughly 1-meter resolution (sharp enough to make out individual vessels), with AIS data captured at the same time as the image, not stitched together afterward from a separate feed. For a tool built around catching ships that disappear, going from occasional snapshot to the whole ocean every day is a real jump in what's actually visible.

The release doesn't disclose any revenue terms, no data licensing fee, no revenue share. Does "exclusive channel" imply SynMax pays or shares revenue for that access? That's how channel deals normally work, but SATL hasn't confirmed it.

The real bear point isn't that SATL captures zero value, it's that we don't know how much, and the end-customer relationship (typically where pricing power lives) sits with SynMax, not SATL. That's a fair question for next earnings call.

This maritime product is targeted for 2027. Integration work between Merlin and Theia has reportedly already started behind the scenes, but paying customers won't have access to this specific capability until next year.

Strategically this is exactly the kind of move that supports the real Merlin thesis, that the value sits in data plus AI plus a distribution partner who already has government trust, not just in taking sharper pictures faster.

Long $SATL. NFA. DYOR

[KAP @kap_investings]

I see $SATL as the most asymmetrical opportunity in the market right now.

I believe the fundamentals can explain a 300% re-rating in the year ahead.

Here's the most detailed deep dive I've seen on the company, including my valuation framework and price targets.

Enjoy, and feel free to share!

NFA. DYOR.

[Benjamin Cowen @benjamincowen]

#BTC is now on day 1363 of the cycle (note the last 2 cycles bottomed on days 1432 and 1436)

[naval @naval_trader]

Ese es el listados con todos los CEDEARs que cotizan en byma.

Esta buena la lista para personalizarla y poder clasificarlos por tipo de activo, sector, capitalización,etc.

https://t.co/1EKWuHGKg9

[naval @naval_trader]

Este patron de sobreextensión se suele dar bastante en diferentes frame-time.

1-sobre-extensión de las emas (200-100-50-20) 2-divergencia del precio y rsi.
3-montaje del precio sobre ema 20.
4-descenso del volumen.
5-RSI: pull-back del rsI sobre su ema. (zona de ejecución 40-50).

$TEAM

[naval @naval_trader]

Hace unos dias arranque a leer este libro (no soy economista) asi que voy de a poco.

[Ash Crypto @AshCrypto]

BREAKING: Samsung is launching crypto payments to 1 Billion+ users via inbuilt wallet.

This is absolutely massive for crypto.

[Michael Burry Stock Tracker ♟ @burrytracker]

Mark Cuban thinks many data centers will turn into pickleball courts

He was on the @theallinpod making the case that AI infrastructure is being overbuilt

His comparison is the 90s when everyone raced to lay fiber-optic cable

Then technology got more efficient, and what followed was the cables became useless, and companies lost billions on infrastructure nobody needed

Now he sees the same setup with AI. Companies are signing 10 and 20 year power contracts betting that compute requirements never drop, and they will

Cuban says the losers won't be retail investors this time

It'll be:
• Venture capital funds
• Private equity
• Institutional investors who went all in

[naval @naval_trader]

@dosinaga2 Salio uno nuevo @TraderGuchi

[naval @naval_trader]

@TraderGuchi Lo mejor que podes hacer es no caer en lo que te venden tipos como este.

[naval @naval_trader]

@TraderGuchi Lo mejor que podes hacer es no caer en lo que te venden tipos como este.

[Benjamin Cowen @benjamincowen]

Ethereum Dubious speculation

https://t.co/OFVeanLR9v

[naval @naval_trader]

$ETH viene formando un canal desde el año 2021. Si el proximo ciclo vuelve el interés por las criptomedas, cualquier precio por debajo de la ema 200 es barato.

[naval @naval_trader]

Muchas de las altcoins dentro del top 100 vienen armando una estructura bajista similar, que se viene formando desde el año 2021.
$ADA
$LINK
$AVAX
$UNI

(no es recomendación de compra)

[Javier Schlindwein 🐂🇦🇷 @rjschlindwein]

Son 15 minutos de Claude trabajando en Excel para mí con el balance de $CEPU, me resulta hipnotizante: