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ฐ๏ธโโโโโโโโโโโโโโโโ โ๏ธ Steering Wheel retweeted
Okay, I'm gonna be honest.
This gay club looks fabulous.
They've got everything. Sweaty men wrestling, guys on motorcycles in leather jackets, gold everywhere, and the Village People performing.
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It all started with SPACs. $ASTS and $RKLB avoided the IPO path. Investment bankers lost a fortune in fees. All of that money went retail investors (ahem, me and other nobodies) that were willing to endure the relentless Wall Street attacks on share price. The onslaught lasted years. For those of us that held, we have been incredibly rewarded.
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ฐ๏ธโโโโโโโโโโโโโโโโ โ๏ธ Steering Wheel retweeted
We were locked out of deals like $SPCX or Anthropic or OpenAi, being forced fed to buy them at $2 Trillion valuations.
Well, as a group of retail investors, we saw opportunities that they thought they were too good for.
And now they are loathe to see us succeed in $RKLB $ASTS
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I think both will ultimately do well, but I have to admit that I may have hitched my investment to the wrong wagon as between the two of them. ๐คทโโ๏ธ
$KDK
$AUR
$AUR is up 117% year to date while one of their competitors $KDK has retreated over 26% in the same window.
Many investors fixated on the smaller market cap of $KDK because they assumed it offered more room to run. That logic completely ignored the reality of what it takes to scale autonomous trucking.
The market is currently rewarding the player with the most established route density and proven hardware maturity. Aurora is deploying hundreds of driverless trucks this year (1000s next year) and the price action is a direct reflection of that execution.
In high stakes technology a larger market cap represents a massive lead in infrastructure. Real conviction in $AUR was built on the technical milestones.
The results speak for themselves.
-T.E.E.
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ฐ๏ธโโโโโโโโโโโโโโโโ โ๏ธ Steering Wheel retweeted
Jun 12
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Jun 11
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Life is more complicated than the binary arguments Iโve seen over the past several days on X.
Both of these posts below are true.
Does your dad have an emerald mine?
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ฐ๏ธโโโโโโโโโโโโโโโโ โ๏ธ Steering Wheel retweeted
Jun 13
Republicans are in charge because we promised:
to Make America Healthy Again.
to start No New Wars,
to put people above corporations,
to put America above foreign countries,
to release the Epstein files,
to not spy on citizens,
to eliminate fraud,
what the hell happened?!
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Fuck you #Robinhood !
If I want to sell my $SPCX shares and be prohibited from participating in future IPOs that is my choice.
Instead, this is what Iโm getting when I try to sell.
$HOOD
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Update. #Robinhood is finally allowing me to sell my shares.
And thank goodness. Because the valuation is absolutely stupid.
Placing the $ in $RKLB and $ASTS where it belongs.
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This 100%
$SPCX
Jun 12
My humble opinion:
The more people sell other space stocks to buy $SPCX the higher the demand for SpaceX and the higher the price, and so the higher the P/S ratio on SpaceX, and eventually the better the other stocks will look by comparison. It will all shake out. No worries.
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Jun 11
He is about to raise $75 billion at a pure fantasy valuation. Literally getting the money he has been aiming to get for 20 years to supposedly achieve his dream of making life multi-planetary, and instead of celebrating, he is spending his time tweeting racist shit non-stop.
The fact that people are not only OK with that but they are like "take my money" will forever be cringe. I have no respect for anyone who ignores his racist diatribe to try to make a few bucks speculating.
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ฐ๏ธโโโโโโโโโโโโโโโโ โ๏ธ Steering Wheel retweeted
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Outstanding analysis
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The year is 2358
A deal is about to be signed
The Strait of Hormuz is about to reopen
Wait no, actually itโs not
Theyโre sending 50 000 more Figure AI robots to threaten Iran
Energy facilities and other civilian infrastructures will be targeted this time
FSD is still not a thing
The year is 2358
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This!
$ASTS
Jun 10
As $ASTS shareholders, we are paid to hold systematic risk created by FUDsters and algos, and the macro environment. This is rational. What is irrational is that we are also being compensated to hold substantial idiosyncratic risk specific to AST.
Cash is solved; funding is not an issue
Launch is solved; MLA's exist, and if we have to rely on SpaceX / ISRO / ULA, the timeline shifts but that is quantifiable and not significant long-term
Science / Engineering is solved - BB7 (RIP) provided evidence of a next-gen satellite communicating with Midland. Stacking appears to be solved with BBs 810 integrated into Falcon 9 without delay.
Business model in US is solved; T-Mobile has telegraphed their intentions by joining the JV with hated competitors.
Regulatory is solved; full approval for commercial activity in US received; international governing bodies will fall in line
The market's risk premium for AST's idiosyncratic risk is irrational, and is a gift to long-term investors. When the inevitable compression of that idiosyncratic risk premium occurs, we will be rewarded for confidently holding this risk.
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Wow. $KDK is getting absolutely slaughtered. AND with high volume.
Someone or some group desperately wants out.
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Jun 8
$BAER Bridger Aerospace Investment research report is now live, spent the last year covering the company.
Now feels like the perfect time to release!
I added the full report for free, take a look below:
๐ bridgerfleet.com/research
If you get any value out of the report, let me know! Thank you all for the support.
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