umin

Long-term investor | Future Infrastructure | Indie Music | A's & Mavs
Position Radar 🛠️

[umin @umin27]

@Craig89Spacemob Just portfolio rotation and risk management, not "selling low."

I’m taking partial profits to preserve liquidity after a massive run. I still hold a core position with a very low cost basis lol

[umin @umin27]

Trimmed $ASTS last session. Rotated proceeds into $KTOS and $CCJ.

Blue Origin's New Glenn exploded during a static fire test.
The only launch pad — severely damaged.

No direct tie to ASTS tech or pipeline. Their next launch uses SpaceX Falcon 9.

[Polvans @Polvah]

$INFQ just dropped a BIG news that most people will scroll past

Infleqtion is opening a Quantum Innovation Centre in Oxford

This is a manufacturing hub

> Oxford Technology Park. Dedicated facility
> 3x current UK research and production capacity
> Hiring across physics, engineering, software and systems integration
> Opens later this year
> Royal Navy Tiqker trials resuming late June

What they've already built in the UK:

> First and ONLY company to deliver a 100-qubit quantum computer to the UK's National Quantum Computing Centre
> The ONLY company to hit the UK government's 2025 national target
> Tiqker deployed on Royal Navy's Excalibur submarine. Multiple dives. Validated.
> £2.2M programme with NQCC for 10-100x improvements in quantum gate speed
> The ONLY company with contracted atom-based RF sensing programmes across all three AUKUS partners (US, UK, Australia)
> Prime integrators: $DELL Federal, $LHX, SAIC

Now they're going from R&D to production. On UK soil.

US side: $100M CHIPS Act LOI. One of 9 companies in a $2B federal quantum program

UK side: Manufacturing hub in Oxford. Aligned with the National Quantum Strategy and ProQure, the UK's procurement pipeline for large-scale quantum systems beyond 2030

Two continents
Government-backed on both sides

these guys are building FACTORIES.

[AlmaCap @AlmaCap114204]

$ASTS, New Glenn launch failure yesterday was unfortunately very bad news for ASTS, potentially setting back the launch schedule by 6+ months and significantly increasing the cost of launching if you go by Kevin's expected scheduling and assume they are able to source some replacement launches:

> New Glenn pad damaged or destroyed, could take 6-18 months to rebuild depending on level of damage, see SpaceX prior pad destroyed and rebuilt in ~15 months (Falcon 9 SLC-40, Sept 2016 → Dec 2017).

> Blue Origin has no alternative pads available. LC-11 is at paperwork stage, Vandenberg SLC-14 is a greenfield with no construction commenced as of April 2026. Solving the failure root cause could also take some time but the long lead item is almost certainly pad replacement.

> Forces $ASTS to rely on SpaceX Falcon 9, currently fully booked on rideshare through end of 2027 and on dedicated manifests through 2028. ASTS would have to displace existing customers or wait. Falcon 9 list price c.$74m per launch and carries 3 BlueBirds per Kevin's schedule, vs New Glenn at c.$68m per launch carrying 4 and then 6 (long term targeting 8). Substituting F9 for the seven planned NG launches (Jul 26 — Feb 27) would roughly double the launch bill for that portion of the constellation deployment.

> Alternative options exist in Vulcan, but they've only flown twice in the last 12 months (USSF-106, USSF-87), have an 80+ mission backlog (NSSL Phase 2 + Kuiper) and are effectively fully booked through 2027. ISRO can only carry 1 satellite and is very expensive.

> Neutron expected to come to market late 2026 (could be delayed) and Eclipse to market early 2027 (will probably be delayed). Neither is a near-term solution.

Could see some negative price action on $ASTS beyond the current 10% drop as a result. The bigger overhang is the timing risk to continuous coverage milestones and the MNO commercial ramp, every month of slip is a month of Starlink D2C running uncontested.

This is positive news for $RKLB and $FLY as Blue Origin is a major competitor in launch, and any forced re-manifesting onto Neutron/Eclipse later in the decade lands in their lap.

[TheKOOKReport @thekookreport]

I don't know if I'm underreacting, but yes, I'm generally jaded by $ASTS drama. But the way I see it, yes, having a nuclear-sized blast on what is one of your future primary launch vehicles is not good.

But, $ASTS was not dumb and heavily booked F9's for the first salvo its its launch campaign, leaving flexibility in 2027 to do what they have to do. Tomorrow the simple craziness of Wall Street watching this explosion will be interesting for about 15 minutes until we move on. Very shortly, it's all eyes on Batch 1 launching and to the surprise of literally no one in the Spacemob, we will have Batch 2 shipping in the next few weeks for a 2nd SpaceX flight. My research (reading the 10K) has led me to believe we have 6-10 another SpaceX flights booked for this year. So while Blue Origin works things out (and they will), the $ASTS momentum will continue to build and people will understand the diverse set of launch providers that exist to round out and counter balance SpaceX.

SpaceX has done 12 Starship launches with 0 commercial orbital payloads. Blue Origin is 2 for 3, with the 3rd reaching orbit (the wrong one). I don't get why people aren't excited for Jeff Bezos when he's tracking ahead of Elon. I get it, what has Jeff ever done right before. "Fire Phone..."

So tomorrow we get a quick retail dump (goodbye tourists), and then the convert guys dust off their HP12C's to provide the initial stabilizing bid in the market. By then, dealers are pinned at $120 trying to guess whether the stock will rip or not, and we'll have a fun Friday

[umin @umin27]

⚠️ High-conviction, high-volatility portfolio.
Not for everyone. Not financial advice.

Just how I see the infrastructure of the next decade taking shape.

What sector would you overweight?

#Investing #DefenseStocks #AIStocks #EnergyStocks

[umin @umin27]

Building my portfolio for the next decade. Future Infrastructure Model 🧵👇

[umin @umin27]

Top 5 Holdings = 38.82% of the portfolio

1. $LEU — 9.06%
2. $IONQ — 8.69%
3. $MSTR — 7.15%
4. $NVDA — 6.99%
5. $ORCL — 6.94%

[umin @umin27]

Made this 25-sec AI video while researching these defense stocks.

Which of the three do you think has the strongest moat right now?

Not financial advice.

#Drone #DefenseStocks #KTOS #AVAV #RCAT #AutonomousWarfare

[umin @umin27]

Norse mythology meets the future of warfare.

Three gods. Three drone stocks. One battlefield vision.

🧵👇

[umin @umin27]

These 3 companies operate independently today.

But their tech tells a complete story:
See it → Strike it → Overwhelm it.

That's the blueprint for autonomous warfare.

[umin @umin27]

https://t.co/DLZxkLP9tB

[umin @umin27]

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#nft #zoofrenz #nftcommunity #3D

[umin @umin27]

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[umin @umin27]

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[umin @umin27]

High quality 3D, Thanks @YoungSou5

3D from @zoofrenzNFT (free vrm download )

#nft #zoofrenz #NFTCommunity

[umin @umin27]

@Torres142857 @YoungSou5 @zoofrenzNFT 竟然已經幫手搖代言了😻