shaunyy___

$ONDS bull

[Chicken Genius @chickengenius]

It's out. It's happening! No wonder $echo price action showed some strength

$20 Billion + incoming to a $28 Billion Mcap company 🤩

🔸 It lets EchoStar move forward with the AT&T wholesale/hybrid model and the SpaceX spectrum deal without violating the old merger decree.

🔸It still gives EchoStar valuable assets (prepaid business, cell site access, spectrum option) while reducing the capital burden.

This is the legal green light for EchoStar’s $echo new strategy: sell most spectrum to AT&T and SpaceX, become a hybrid MVNO + satellite player, use the cash to pay down debt, and avoid the massive cost of building its own full network.

Interesting fact: Founder / CEO owns ~50%+ of the company and ~90% voting power. Skin in the game.

Anyways, link to document below

[Chicken Genius @chickengenius]

echostar earnings call:
"Captain Obvious" 😂

also Charles Ergen on tax:
"If you take the high end of that, take $7 billion"

NAV is very clear moving forward from here.

Bullish SpaceX. It's a company I don't want to trade. Not worth the time to trade this. If you do so, in either direction it will blow you out.

That leaves $ECHO around NAV @ $160 per share. 2X from here.

[Chicken Genius @chickengenius]

What’s the price of doing 20X? 7X?
Look at my pinned post.

This is the price: Massive volatility. Massive pain. I feel you.
This is the biggest drawdown of high beta EVER, worst monthly performance in history, worse than dotcom and 2009. Survive this, you will be rewarded massively.

Massive upsides comes with massive drawdowns. Real life squid game.

Screenshot of my $400k loss bringing challenge portfolio to slight profit after all that work trenching. As always, 100% transparency, every move.

During my early $tsla days, my old followers will know. Multiple 80% drawdowns. 20X didn’t come easy.
Your balls will shrink. What kept me going was conviction.

Remember when my crypto public portfolio hit a 11X? It’s all on my timeline. From there, I took a massive drawdown of millions to end with 7X.

That’s the price of outperformance. If you cannot accept the risk, don’t play the game.

Where do we go from here?

Been bearish Elon Musk long enough. 5 years stock price, range bound.
It’s time to be bullish the smartest man I know again.
Proud to announce I’m back to camp Elon Musk.

Elon’s cult. LOOK WHO IS BACK???? ME MFERS 🖕

$spcx chart looks “bottomed”. Too many haters celebrating.
This chart will probably be crime it’s way back up to $140 / $150 before unlocks.

Bullish X money, SpaceX / Starship, Starlink, https://t.co/LVjDLk8CYb is obvious central town hall of the world, Space infrastructure etc…
Just gonna hold this shit regardless. My hold time is years. YEARS.

$echo owns 2% of $spcx trading at a NAV discount. Discount window will eventually close. How? Don’t know. Done my homework, I'm good.

$echo is the only space company without debt since $T deal just closed.

Ratio analysis of $echo / $spcx shows strength. I expect this to continue as echostar transition to an asset light company.

Try not to be affected too much by price movements. Relax, it will work out.

[shaunyy___ @shaunyy14]

@chickengenius Fuckign goat.

[Chicken Genius @chickengenius]

We moon from here else i’m gay

[Erling Haaland @Erling]

Well well well 😂

[amit @amitisinvesting]

Singapore Meetup!

It was another reminder to me that no matter where you go across the world, we all just want to talk stocks.

All of us exist in this super, super niche world in which we actually care about Micron and Kevin Warsh so it just requires a bit of extra work to make sure we can find our tribe in person 😂

Really grateful to connect in real life with people from different cultures that believe in the same principles around what it means to be an investor.

Thank you to everyone who came out!

[shaunyy___ @shaunyy14]

@Umbisam @chickengenius

[𝒰𝓂𝒷𝒾𝓈𝒶𝓂 @Umbisam]

$ECHO $SATS $SPCX Echostar & SpaceX Agree On Immediate Testing Next Generation Direct To Cell Satellite Technology

[Chicken Genius @chickengenius]

Premarket, everything nuking.
Good to know I'm holding below NAV with no leverage.
Time on my side.

Few updates on $SATS
🔸Ticker changing to $echo on 24th.
🔸Feels like rebranding into the first profitable quarter moving forward. Highest expense was debt payment.
🔸Most tax efficient way to deploy incoming profits will be buybacks to NAV.
🔸 I think $20 billion should come in this week.
🔸Lots of inaccurate NAV calculation out-there. All assuming management a monkey and don't know how to be more tax efficient.
🔸 Entire space sector went down, $sats down the least. Good to see that. Recovery will be glorious
🔸Most people forget CEO + Founder owns 50.5% of the stock. Find for me another CEO that have so much skin in the game.

The space narrative will be here to stay. Unlimited TAM. Good example. Project starfall. Demo in 2 days.

If you are uncomfortable, means you are over position sized or your conviction not there.

[Chicken Genius @chickengenius]

Looking at my timeline. Made the perfect exit at top and perfect entry at bottom to the hour candle.

Was bullish $spcx

Everything was right. But the wrong vehicle again. Reminded me of $sbet

Giving $sats a little more time. If i cut, will let you know. All moves made on challenge port will be shared.

Fundamentally $sats great. Next earnings will be positive due less interest payments which was the problem + partnership with spacex to reduce capex is a great move.

I expect catalyst coming within days. Giving this trade a little more time.

[Chicken Genius @chickengenius]

My theory of $sats price suppression and high short interest + how it will all end.

Convertible arbitrage is probably a major driver of SATS’s elevated short interest

$sats took on a lot of debt. Buyers of the converts sitting on a good 3X, want to lock in gains.

If you loan $sats $1000. You are up 3X. You are now given the option to lock in gains in the latest 10Q

WHAT DO YOU DO?
Short the ownership equal to the value of your own shares to lock in the gains aka convertible arbitrage.

Dateline: June 30

Math Maxing (from latest 10-Q and filings)
🔸Principal amount outstanding: ≈ $1.9426 billion ( Market Value now $6 Billion )
🔸Conversion rate: 29.73507 shares per $1,000 principal
🔸Potential shares if fully converted: ≈ 57.76 million shares
🔸Shares outstanding (as of March 31, 2026): ≈ 289.81 million
🔸Current short interest (as of May 29, 2026): 41.07 million shares
Short % of float: ≈ 30-32%

What does this all mean?
By June 30, Heavy conversion (many arbs convert)
30–50+ million shares bought to cover

Again, this is the kind of DD I’m doing. It makes hodling a hell lot easier.
There will be a time to cut. I’ll know when it comes.

[𝒰𝓂𝒷𝒾𝓈𝒶𝓂 @Umbisam]

$SATS Short Volumes Exploded After SPCX IPO, Now At Record Highs. I'm A F. Buyer. #EchoStar [yellow line 3d avg]

[Chicken Genius @chickengenius]

LMAO, $sats liability is GONE. GONE! 😎
Just in 30 mins ago.

TLDR:
🔸$sats owe FCC $2.9 Billion.
🔸If Auction 113 raises ~$2.921 billion or more, EchoStar owes $0

It’s $3.1 Billion now 😎

Project out the rest of the spectrum echostar owns. Markets are pricing in ZERO 😂

Once in a blue moon, market hands you free money.
Do a simple search on $sats and the amount of attention is stock getting is minimal.
This is what you want.
When consensus agrees, you get out.

[Chicken Genius @chickengenius]

Why I went all in $SATS

Here’s the maths:
SpaceX IPO at $135
SpaceX S1 disclosed Echostar owns 261.8 million shares

🔸$135 X 261.8 million shares = $35 Billion

While echostar was worth less than $35 Billion yesterday

Question:
Do you really think that you can put a $135 limit order on ipo day to get the shares?
NO!! Hyperliquid premarket AT $180 already 😂

Your best chance is do a market order buy on $sats before spacex ipo if you are bullish on spaceX

Here is where it gets crazier:
FCC APPROVED deal $22.65 Billion Cash for selling low to mid-band spectrum to AT&T

🔸So that’s worth ZERO? or NOBODY FKING CARED LMAO

My valuation ex- spaceX:
Net cash after debt paydown
$8.5 billion
Remaining unsold spectrum
$10 billion
Core operating business
$10 billion
Total Ex-SpaceX $28.5 billion

🔸Value per share EX- SpaceX ~ $86 ( Conservative )

Now let’s go from crazier to NUTS:

Short interest is 31% !!!! WTF LMAO
But the issue is founder owns 50.5% stake and 86.8% voting rights.

So the short interest on the remaining whatever available float? What’s that? 60++++%???

Seldom market hands you free money. When it does, go all in.

____

P.S. I seldom write long thesis anymore. Why? The hardworking ones will be rewarded with their own DD. You make your own conviction rather than relying on me for customer support.

And what do you want more when I put my own $$ on the line? Who does this transparently? Action speak more than words.

Once in a while, I'll write. But don't count on me mansplaining often. It's better for you to build your own conviction.

[Chicken Genius @chickengenius]

Most detailed, accurate calculation of $SATS i’ve seen.

Includes all concerns of tax, debt after sale and whatever minimal dilution.

This is a short squeeze in the making. I’ll explain the thesis next time.

[Chicken Genius @chickengenius]

imagine you own 50% of a publicly listed company.
32% of your float is shorted

When $22B deal is closed, what will you do with the cash?

1. You pay off the debt
2. Remaining cash? The obvious thing to do is do buyback

$SATS at $34 Billion Mcap + Excess cash of $8 Billion after paying down debt.

AHHHHHHHHHH I GONNA CUM

[Chicken Genius @chickengenius]

So $sats is down a mere $3 from $117 entry and you guys are asking why.
zzzz

The entire space sector just rotated into $spcx. $sats is down the LEAST. Ain't that fking good?

On top of that, MMs needed to cover their ASS. They needed calls to expire worthless.
90% options were calls!

How do we know that?
Short Shares Availability tanked. LOOK AT THE PICTURE. $60+ million was used to pushed price down on a 35 Billion Mcap stock. WTF.
With short interest already 32% on a 50%+ of float thats not available to short?!?!!!! + AT&T deal to be closed in less than a month.

THIS IS A FKING SHORT SQUEEZE IN THE MAKING

Now trading at $90+ value to $170 $spcx per share.
It’s a fking no brainer.

A god candle will come. I live for god candles. It’s the best feeling in the world.
And I’ll be happy riding with you.

[Shib Spain @ShibSpain]

Bottom is in for $BTC

The biggest pump incoming

🚀🚀🚀🚀

[Shib Spain @ShibSpain]

A HUGE $BTC PUMP IS COMING

Are you ready for this?

🚀🚀🚀