SpaceInvestor

Space race 2.0 - RKLB, ASTS, PL and BKSY

[SpaceInvestor @pablomalend62]

#opepen

[SpaceInvestor @pablomalend62]

@daveginvesting @SpaceInvestor_ $SATS was the easy retail proxy for SpaceX via their big equity stake from the spectrum deal.
Same as BPTIX (Baron Fund ~30% SpaceX).
Now with SpaceX IPO coming $SPCX, direct shares available soon so the indirect play is no longer needed.

[SpaceInvestor @pablomalend62]

@scott_m_powell @jberry12 @AST_SpaceMobile Also staying at Marriott. So excited for this launch! I wonder if there will be a welcome event on Sat. My guess is that management stays at the Hyatt though

[SpaceInvestor @pablomalend62]

Which other “no signal = plot” movies get wrecked by always-on D2D? Drop your picks! 👇

@AST_SpaceMobile @ASTS_Investors @spacanpanman @thekookreport

#ASTS #SpaceMobile #D2D

[SpaceInvestor @pablomalend62]

1/5
What if global D2D satellite connectivity like @AST_SpaceMobile $ASTS existed today?

No more “no signal” dead zones anywhere on Earth.

Many iconic movies’ plots would collapse instantly — isolation is what creates the drama.

Thread: films that would never happen 👇

[SpaceInvestor @pablomalend62]

5/5
4. Open Water (2003) & Buried (2010)
Divers abandoned with sharks. Ryan Reynolds buried alive relying on a dying phone.
Reliable space-based call = fast rescue.

[SpaceInvestor @pablomalend62]

@TheRealNomics @winternomics @TheRealNomics Locked in since 2018. Your classics "darkest before dawn" + grandma warnings hooked me. Mind-blower: markets = arbitrage of perceptions, monopoly shifts = bull/bear flags 🚀

My space portfolio +500% in 5 yrs. Holding ‘til 2030-32 #Vixmageddon (China vs US ☢️ )

[SpaceInvestor @pablomalend62]

@daveginvesting @SpaceX Similar price action and business dynamics than $RDW. Both $MDA and $RDW are good long term holds in my opinion

[SpaceInvestor @pablomalend62]

Fluid opepen @BoredElonMusk @jackbutcher

[SpaceInvestor @pablomalend62]

@jackbutcher Thanks @jackbutcher! 🙏🏻 Do we have stats of dormant unrevealed opepens? (Lost, uninterested…). Will these opepens get burned if they do not show activity for a while? 🔥

[SpaceInvestor @pablomalend62]

@starimart You should submit an @opepenedition set

[SpaceInvestor @pablomalend62]

@FutureJurvetson What are your thoughts on $PL Planet Labs?

[SpaceInvestor @pablomalend62]

@BB88888888888BB portraits through time

[SpaceInvestor @pablomalend62]

@piv_piv opepen vibes

[SpaceInvestor @pablomalend62]

@matriona_fails