Wolfy357

[Wolfy357 @wolfy357]

@Reformed_Trader Got to be patient. Starlink I still do not understand realistically how they solve the indoor problem. They could grab rural customers from big3, but ASTS is their answer for Starlink. Just need more satellites working in orbit, until then we wait.

[Wolfy357 @wolfy357]

@MitchMartan98 Rate of growth is slowing. While the drop seems harsh the trailing PE is only down from 32-27 in after hours. The stock no longer deserves the lofty multiple it has enjoyed the past 2yrs. Good company. Just adjusting to reasonable PE as growth slows

[Wolfy357 @wolfy357]

@Chartradamus I still think the big question is what happens with the war. April-May rally happened during ceasefire. If the war ends then a huge rebound could ensue again but probably not as broad. Patience seems to be the key here.

[Wolfy357 @wolfy357]

@Reformed_Trader I think will depend on sector. Some are down much more and have been in downtrend longer than others. US Iran war if it escalates could bring more pain. All a matter of investing in what u believe in. Enjoy the weekend.

[Wolfy357 @wolfy357]

@Chartradamus Tech does not like war at all.

[Wolfy357 @wolfy357]

@Chartradamus Where are we with NBIS. Quite the turn around today. Not sure if the recovery today is a fake out

[Wolfy357 @wolfy357]

@deepvaluedude Main competitor likely Spravato but it’s a pain to use requiring weekly or biweekly visits for admin vs comp360 max 4 doses per year. Comp360 might not work quite as well but the admin benefit is clear. Funny how depression therapy is back to Ketamine and psychedelics

[Wolfy357 @wolfy357]

@Chartradamus Remarkable strength. Just needs a little push to break out.

[Wolfy357 @wolfy357]

@Chartradamus Shouldn’t we be viewing cifr/wulf differently than NBIS/Iren/crwv since their model is just being a landlord. Wouldn’t meta’s cloud actually benefit cifr/wulf?

[Wolfy357 @wolfy357]

@Chartradamus Do u think new themes will come when current leaders reach their peaks, or when current leaders reach their peaks then a broad correction will take place?

[Wolfy357 @wolfy357]

@Chartradamus Wave C here we go with price under 180. 165-168 seems about right. Long term that entry seems like a nice base especially if spcx phone becomes anything

[Wolfy357 @wolfy357]

@Chartradamus Looks good. Nice squeeze

[Wolfy357 @wolfy357]

@Chartradamus What are ur thoughts at this time given planned acquisition of Synaptics. Dilution should be about 13%. But with physical AI taking off, do u see the recent decline as an over reaction?

[Wolfy357 @wolfy357]

@Chartradamus Spcx doing same thing. Yet no one viewed that as bad. This is a reflection on Meta and its LLM. Yes it could hurt neoclouds. But datacenters are still being built for AI. I am not sure why this would hurt many other than neoclouds.

[Wolfy357 @wolfy357]

@Chartradamus Space just needed a catalyst. Rklb earnings were the last one and now iridium deal seems to be current one. Hopefully BO nonsense is behind us.

[Wolfy357 @wolfy357]

@Chartradamus There we go. Could retest the breakout trend line but this is very positive. There were quite a lot of short positions that expired Friday. Will see how the week goes.

[Wolfy357 @wolfy357]

@Chartradamus It’s your famous 5-6 down days trigger which has worked super well previously. Thanks for bringing it to my attention

[Wolfy357 @wolfy357]

@Reformed_Trader I am an Asts owner. But I understand why people short term aren’t bullish. They have limited companies to launch their satellites and still have a lot more needed to get the network totally up and running.

[Wolfy357 @wolfy357]

@Chartradamus Funny how MU earnings now mean more to the market than Nvidia. Those earnings were amazing