I still think this is corrective on the way down and we see $165-$184 in the next impulsive leg for $ASTS.
Watching the .618 primarily for the launching point.
HAPPY BIRTHDAY! President Trump turns 80 today.
The nation's 45th and 47th president celebrates a milestone birthday as the country prepares to commemorate America's 250th anniversary.
$ASTS (Max Pain $85 | Price $82) — Exp 6/18
$3 from max pain and the call side is nearly empty until $97.
Price closed the week at $82 with puts fully faded above $80 — nothing pushing this down from here.
> reclaim $85 and there's open air to $97, where the call ramp wakes up and builds without stopping through $115 and beyond.
🎯 Three dollars from the pin. $85 is the gate. $97 is where buying pressure builds and $115 is the first real acceleration.
Generational open interest sits above — but this week starts at $85.
Which side wins this week?
JALEN BRUNSON DROPS 45 POINTS TO LEAD THE KNICKS TO THEIR FIRST CHAMPIONSHIP IN 53 YEARS 🔥
THE NBA FINALS MVP @jalenbrunson1 CLOSES OUT THE SERIES WITH A MASSIVE PERFORMANCE.
Portfolio update:
What I own and why.
$IREN: AI’s biggest bottleneck is power and compute. Exposure to both through real assets.
$ONDS: Autonomous defense platform across stratosphere, air, land and sea. Defense, offense, counter-drone, one-way attack, and battlefield comms that keep assets connected when normal networks fail. Civilian and military use cases in one stack.
$ASTS: Space-based D2D cellular network. Cell towers moving from the ground to orbit. Starlink biggest competitor.
$RKLB: Launch and space infrastructure. FedEx of space. They deliver payloads to orbit and build a lot of the parts and logistics behind it.
$AMPG: Amplified signal for defense, satellites, radar, 5G and electronic warfare. Small hardware sitting inside very important comms systems.
$DGXX: Compute and energy optionality. Early, messy, but pointed directly at the AI infrastructure bottleneck.
$KRKNF: One of the biggest sleepers I own. Underwater drones, sonar and naval robotics in a market with very few serious players. Feels like a monopoly in parts of the stack.
$MRLN: Autonomous AI pilot OS for aviation. Regulated, hard to deploy and trust heavy. The moat isn’t just code. It’s approvals, integration, flight data and operational reliability.
$SIVE: Silicon photonics and mmWave. Bandwidth, wireless, satellites, defense comms and the physical layer behind AI.
$ASPI: High purity isotope and element separation for quantum, nuclear, medical and strategic supply chains.
Not advice. These are my positions, not instructions.
HOW THE SPACE BIG 4 STACK UP
1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries
2. $RKLB (Vertically Integrated Defense Prime)
• 3-year revenue CAGR 30% trading at 80x 2029 net income
• Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog
3. $ASTS (Tower in the Sky)
• 3-year revenue CAGR 156% trading at 11x 2029 net income
• Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY
4. $PL (Eyes From Above)
• 3-year revenue CAGR 25% trading at 105x 2029 net income
• Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention
HOW THE SPACE BIG 4 STACK UP
1. $SPCX (The Backbone of Orbit)
• 3-year revenue CAGR 67% trading at 120x 2029 net income
• Handles ~90% of global payload mass to orbit with 10.3M Starlink subscribers across 160+ countries
2. $RKLB (Vertically Integrated Defense Prime)
• 3-year revenue CAGR 30% trading at 80x 2029 net income
• Second-most-launched US rocket operator with 50+ successful Electron flights & $2.2B contracted backlog
3. $ASTS (Tower in the Sky)
• 3-year revenue CAGR 156% trading at 11x 2029 net income
• Nearly 60 MNO partners covering 3B+ subscribers targeting ~45 BlueBird satellites in orbit by EOY
4. $PL (Eyes From Above)
• 3-year revenue CAGR 25% trading at 105x 2029 net income
• Daily imaging of Earth's entire landmass with a $900M backlog & 116% net dollar retention
$ASTS (2W) — Very much in line with the weekly and shows the same boundaries, but we can also detect a support zone around $77–$80 that held for two months back in March.
> both the weekly and the 2W have a bullish momentum indicator backing them
Meaning the odds of this being a volatile pullback within a larger uptrend are most likely here.
No guarantees, but I'm still liking our odds even though the dip went deeper than I anticipated.
Elon Musk just became the world's first trillionaire.
The typical American household would have to work more than 11 MILLION years to make Elon Musk's level of wealth.
We need a wealth tax.
Somewhere out there, a man is staring at his portfolio on his phone, while his wife is telling him about how Janice was mean to her at pilates, and she's asking him why he isn't paying attention to the story.
Erling Haaland has featured in a Walovi advert in China in time for the World Cup - and locals say it's too catchy and too funny.
Not going to lie, it's a banger. 🤣
Walovi is a traditional Chinese herbal beverage.
🥹⚽ ¡El gesto de Fabio Gruber que conquistó al Cuauhtémoc!
Uno de los momentos más emotivos de la noche se vivió durante la ceremonia previa al partido España vs Perú, fue cuando el defensa peruano Fabio Gruber tuvo un noble detalle con un niño con síndrome de Down que lo acompañaba al ingresar al terreno de juego.
Al percatarse de que el menor tenía frío por las bajas temperaturas en el estadio, el futbolista se quitó la chamarra que portaba y se la colocó sobre los hombros, permaneciendo atento a él durante el protocolo previo al encuentro.
📹limaorganicaperu
#diariocambio #Puebla
What an incredible letter written by Diogo Jota's wife, Rute Cardoso, to Andy Robertson ahead of him captaining Scotland at their first World Cup in 28 years…
🙏❤️