Source: Seeking Alpha share.google/DILwO9X9Gz0Ehh0…

Weekend Summary in a Meme 🤣

Hormuz is moving

You love to see it. $ASTS

Entry into the ASX 200 on 22nd of June $EOS #asx #ausbiz EOS Eyes $240M-$270M Revenue This Year as Defence Order Book Hits $726M stockwirex.com/asx-stock-new…

Everyone on Twitter was bearish.. falling into deep state narratives.. higher the ponzi goes 📈 flip bearish when the SPX makes a new ath.. everything you see on X is noise.

$SPX Send the ponzi higher!! new aths imminent!!

SILVER- $180 by 2030 after the crypto bull run.. we pump 📈🚀

$ASTS 🚀🛰️ Well, well, well… look what just flashed across CNBC on SpaceX IPO Day. AST SpaceMobile options activity is screaming: 📈 2.8× average daily volume 💰 $60M in premium traded 🟢 2× more calls bought than puts Meanwhile, the biggest space IPO in history is bringing millions of new eyes to the sector. As investors dig deeper, they’ll discover there are two very different stories: 🛰️ Starlink connects terminals. 📱 AST SpaceMobile is building true broadband direct to device connectivity. The Space Basket is expanding… and the Ace of Space is impossible to ignore. Shorts better know what they’re betting against. 🔥🇺🇸🚀

trading attention & low float high fdv coins for a decade has prepared me for this day there's 4% float outstanding, the narrative is AI & intergalactic space travel, & the KOL is Elon Musk

$ASTS On CNBC interview, AST Spacemobile CEO Abel explained why spectrums and large satellites are needed for D2D service. “It’s Physics”

GUESS WHO'S BACK.... BACK AGAIN.... The 45k trader has returned yet again along with a huge 680k block 💰 $ASTS

$ASTS Retail only got 20% of the $75B, which means $55B will not get any allocation. I wonder where they will go.

$SPCX $ASTS Here’s my view. If the SpaceX IPO doesn’t succeed (and when I say succeed, I mean surpassing sell-side targets which are 30% above the IPO listing) then America and capitalism fails. Trump will not ever allow this. The investment banks that are aware of the billions of dollars of future potential fees will not allow this. SpaceX will need to raise $100 s of billions over the next 5 years to fulfill Elons AI pipe dream. It’s no longer a space company. How does that get done? Equity raises, debt, possible merger with Tesla. Do you really think the J.P. Morgan’s and Goldman’s of the world will allow this to fail? Even Blackrock is putting up $5B upfront for a cash incinerating machine that overstates its cash flows (vendor financing, capitalizing launch costs, etc). Capital markets are rigged, get used to it. How am I playing it? With massive fucking leverage on the only pure play next generation connectivity platform, AST spacemobile.

$ASTS LOOKING NICE AND STILL UNDERVALUED BEFORE SPACEX IPO $SPCX

$ASTS Everyone should research “gamma squeeze” before tomorrow.

$ASTS $100

$VELO might be the ultimate SpaceX proxy trade? Up another 40% today as we speak Incredible

The $SPCX script >rug the market right before the IPO >bomb Iran again to bring back fear and uncertainty >make market bottoms: $SPY down 5%, $QQQ down 8% >release favorable CPI and PPI data >announce a peace deal >kick off a new market rally just as my best friend Elon launches his IPO >run headlines about how successful the IPO was and how $SPCX is up 20% in three days >Get retail newbies to go all in at the top

Iran’s fundamental mistake is that it believes this war is not existential for the US. This war is existential for the so called American pact aka Pax Americana. The pact in which the US provided investments, military protection, and a very sophisticated financial infrastructure. In return, the other participants focused on what they could do best. The division of labor, and comparative advantage: China: high quality labor, GCC Arabs: cheap and reliable energy, etc. As part of the pact, any excess capital from these participants would get invested in US financial markets, primarily in the form US treasuries, but also venture capital (eg Saudi money in Softbank), and other instruments. This did two things: 1-Lower the cost of capital in the US. This meant lower interest rates, higher stock market, more money available for startups, lower housing costs, and many other things. 2-The invested capital served as a hostage, a guarantee of good behavior by those in the system, which supplied some level of stability to the pact. The US could theoretically seize or freeze the assets of any misbehaving participants. Parts of this pact have already been going away. China is not a US satellite state or even a partner. It is a competitor, building its own pact in the form of Belt and Road Initiative. It is also reducing its exposure to US treasuries and increasing its gold reserves. If the US loses its dominance over the Persian gulf, another part of this pact will break. The GCC Arab states have lost their protection, while still having a hostage in the US. That’s an incentive to reduce their exposure and diversify their assets out of the US. It will also send a signal to everyone else in US orbit that the military protection is not available anymore. As these orbit states reduce their exposure to US assets, the cost of capital in the US will rise: higher interest rates, lower stock market, higher home financing costs, fewer startups, etc. Furthermore, the US has $31T public debt, with average maturity of 5.9 years. As the interest rates rise, the cost of rolling over this debt is going to rise. Last but not least, there’s about $1.6T in additional debt that gets added every year, which will be paying higher interest. As the debt/GDP ratio rises, the feedback loop kicks in: the US has to pay a higher interest rate to keep the same investor. This is why the loss of the Persian Gulf is so significant for the US. I might write a later post about the effect of rates on debt financing.