George rpts

22 y/o investor
Still climbing📈
$KEEL $CIFR $MU $QBTS $OSCAR
PUT THE MONEY IN THE RIVER
🇨🇭🇬🇷

[George rpts @princerpts]

@GdoubleOgoo @neppy @Dionisisdelis 😂😂😂

[George rpts @princerpts]

@GdoubleOgoo @Amanda_Goodall Moderna is the new Nvidia

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Everyone's still treating space stocks like a side bet. That's about to change.

China just launched Shenzhou-23, targeting a crewed lunar landing by 2030. Beijing conducted over 90 orbital launches in 2025, with analysts expecting more than 140 in 2026. Xi Jinping has called space power an "eternal dream" tied directly to China's national rejuvenation.

This isn't a hobby program anymore. It's a state-level economic and military priority, with China projecting the cislunar economy to hit $10 trillion a year by 2050.

The US response has to scale accordingly. Artemis, NASA's private-sector partnerships, and companies like SpaceX, Rocket Lab, and Firefly aren't optional infrastructure anymore, they're the front line of a race that's already underway.

When two superpowers are racing for the Moon's south pole for water ice, fuel production, and permanent settlements, that's not speculative fiction. That's the next decade of infrastructure spend.

The market hasn't fully priced in what a real space race actually costs, or who benefits from it.

$RKLB $FLY $SPCX $LUNR

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Next week is the biggest test yet for the space sector.

Monday, August 10, Rocket Lab reports Q2 after close. Wall Street expects around $231.6M revenue, up 60% YoY. The stock has already rallied hard into the print, so there's a lot of expectation to live up to.

Same day, $KEEL reports earnings too. Watch for updates on the Sherbrooke 96MW conversion and whether that first colocation contract finally lands.

Tuesday, August 11, $FLY reports Q2. Three straight quarters of beating consensus revenue coming in. Can they make it four?

All of this comes right after SpaceX's own wild week. Q2 revenue beat estimates at $7.81B versus $6.93B expected, but the stock still dropped 8% on soaring AI capex, followed immediately by a $116B insider lockup unlock.

Translation: the entire sector just absorbed a supply shock, and now three more high-beta names report earnings within 48 hours.

This isn't a quiet week. This is the week that decides whether the space trade has real legs or was just a bounce.

$RKLB $KEEL $FLY $SPCX

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@Dionisisdelis Just don't go to gym bro

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+$21,067.88 in one week.

This is what happens when you're positioned in the right names before the sector wakes up.

$CIFR $IREN $KEEL — Bitcoin miners turning into AI infrastructure plays
$RKLB $FLY $SPCX — space stocks catching Space Force contracts and Moon-mission tailwinds

Different sectors, same story: infrastructure spend is the trade of this cycle.

Weeks like this are why you stay positioned through the red ones.

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This is what happens when you're positioned right before the sector wakes up.
$CIFR $IREN $KEEL $RKLB $FLY — all green, all at once.
Green days like this are why you hold through the red ones.

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Bitcoin miner / AI infra names are ripping today too. 🔥

$CIFR +10.89%
$IREN +7.99%
$KEEL +5.79%

Same day space stocks are green across the board.

This isn't one sector having a moment. This is risk-on money rotating hard into anything tied to AI infrastructure buildout — whether it's rockets, satellites, or repurposed Bitcoin mining sites turning into data centers.

When multiple unrelated sectors move together like this, that's not noise. That's capital flow.

Stay positioned. This looks like the start of something, not the end.

$CIFR $IREN $KEEL

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Space sector just turned green across the board. 🚀

$SPCX +2.32%
$RKLB +6.33%
$FLY +5.85%

Here's what's actually driving it:

SpaceX just landed a $1.6B Space Force contract.

Rocket Lab, Redwire, Firefly, and Viasat all got named in a separate $981M Space Force IDIQ contract vehicle.

Elon said NASA's Moon base "will happen" after NASA's own administrator said the agency "can't do it without SpaceX."

And here's the part nobody's talking about: this bounce is happening after a brutal month. RKLB was down 40%, ASTS off 39%, SPCX down 31% — all in July alone.

This isn't random momentum. This is real government money hitting real balance sheets right as sentiment was at its worst.

The floor just got a lot more real.

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@GdoubleOgoo If anything, a soft print just means better entry prices. Buy more, don't panic sell

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$SPCX earnings drop this week.
And this isn't just about one stock.
If earnings hit — the entire space sector catches fire.
Here's the setup
SpaceX is the heavyweight anchor.
When $SPCX runs, it pulls the whole ecosystem with it:
$RKLB $ASTS $LUNR $FLY
A strong report (especially on Starlink growth and connectivity margins) is the exact catalyst needed to ignite a sector-wide rally.
If $SPCX moves high post-earnings — the space trade is fully back on.
Keep $RKLB, ASTS, and LUNR on high alert this week.
When the leader moves, the rest follow.
$SPCX RKLB $ASTS $FLY $LUNR

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@yianisz $Fly θα σε περιμενω να κανεις entry εδω🫡

[George rpts @princerpts]

Results don't come from luck. They come from discipline, patience, and execution.
Another green day. +$12,564.35 📈💰

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@MsVeilMoney Buying tomorrow? If you missed last week's dip, you're officially late to your own party

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@Spybef0rey0ubuy $FLY 🫡

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@AlphaMoat Yesterday it was the bottom 🫡

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Wells Fargo just initiated $FLY at Equal-Weight with a $25 price target.

Stock is sitting at $19-20 right now.

That's 25-30% upside from a "neutral" rating.

Read that again.

When the cautious analysts are still pricing in upside from here, that's not a red flag. That's a floor.

$FLY has landed on the moon, has NASA contracts stacking up, and Wall Street is only just starting to price in the real business.

The neutral rating isn't the ceiling. It's the starting point.

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$KEEL just ripped +32% TODAY. 🚀

Let that sink in.

This is the same stock that got hammered -15% just yesterday.

This is what conviction looks like when the fundamentals are stacking up underneath the chaos.

BTIG: Buy, $8 target (72% upside)
Keefe Bruyette: just raised target to $4.50
10 out of 11 analysts: BUY rating
Average target: $6.40

Sherbrooke just approved 96MW conversion from Bitcoin mining to AI/HPC. That's not a mining stock anymore. That's an AI infrastructure company hiding in a crypto miner's body.

Earnings drop August 10th.

The first colocation contract is coming. When it lands, this isn't a 30% day. This is a re-rating.

Volatility is the price of admission. Conviction is what gets you paid.

$KEEL 🔥

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Burry's track record on binary calls speaks for itself, but $MU down 22% in 26 days is more about the broader semiconductor correction than a Burry curse.
Memory chip cycle is brutal — feast or famine on pricing. The real question isn't "was Burry right this time," it's whether AI-driven memory demand (HBM for GPUs) eventually pulls $MU back up regardless of the short-term chart.
Betting against AI infra demand has been a losing trade all year. I'd bet against extending this particular win streak.

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This is exactly why Bitcoin works.
No governance drama, no constant "upgrades" chasing hype, no committee deciding the rules change every cycle.
Same 21M cap. Same rules since 2009. That predictability is the whole trade.
Everything else in crypto reinvents itself every 18 months. Bitcoin just keeps being Bitcoin.
That's not stagnation. That's why it's still standing after every "this time it's different" cycle.

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@blockchainchick "Dead" every cycle. Still here every cycle.

Difference this time: the miners aren't waiting for the next halving pump — they're converting into AI infra and getting paid regardless.
Bitcoin didn't die. It found a second business model.