Independent Analyst. Writing about Finance. Not Financial Advice. DYOR.

Joined June 2018
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Ok everyone’s obsessed with the $ASTS launches but imo the satellites aren’t even the main event. The patents are. They basically locked down the whole idea of hitting a normal phone from space. ~3,900 patent claims filed, ~2,000 already granted. Kinda nuts.
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For new investors trying to learn stocks properly 👇 Here are 5 things that actually helped me (instead of just gambling): 1. Reddit X are goldmines… but dangerous ones. Join the specific subreddit of the stock you’re researching. You’ll find real discussions. But always remember, a lot of people on social media are just trying to pump their bags or stay bullish for no reason. Take everything with a grain of salt. 2. Learn how to actually read a company. Don’t just watch YouTube videos. Learn how to read a balance sheet. Understand what EBITDA, Forward P/E, and CAPEX actually mean. This is the most important skill. Without it, you’re just guessing. 3. Use AI as your research assistant. I regularly use Grok, Claude Opus, and GPT in agent mode to dig through filings, news, and risks. They’re surprisingly good at summarizing complex stuff quickly. However always make sure to check the sources. Yes.. I know it takes time but that's what it takes to invest in Individual Stocks. 4. Keep it simple when you’re starting. As a new investor, don’t overdiversify. Start with 1-3 non-overlapping ETFs max. Only start buying individual stocks once you have strong conviction and are mentally prepared to lose money on them. 5. The hardest (and most important) skill: Learn to not panic sell. Build real conviction by researching the management team and even checking Glassdoor reviews. The employees are usually the best indicator of how a company is actually run. Also… sometimes just touch grass for a few weeks. Your portfolio will survive. What’s one thing you wish you knew earlier when you started investing?

ALT Vinland Saga Hope GIF

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$HOVR Most eVTOLs waste energy with exposed rotors. Horizon Aircraft’s patented HOVR Wing is different. The fans are hidden inside the wings. Once it transitions, it flies like a normal airplane for ~98% of the mission. This gives it better efficiency, speed, and range. They already have strong partnerships: ✅ Motion Applied (ex-McLaren F1) ✅ Pratt & Whitney Canada ✅ MT-Propeller ✅ Marshall Aerospace Next major catalyst: Full-scale Cavorite X7 prototype assembly targeted for late 2026, with first flight testing in early 2027. Still early, but the setup looks promising. Some are targeting $10–20 if they execute. Watch how the tech works here: youtube.com/watch?v=hzYZdxWX…
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Novariv retweeted
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$ASTS is hiring 500 plus people in Midland. Sounds normal until you remember they only have around 1,200 employees total.
Fill those roles and that is basically a 40% jump in headcount. You do not hire like that unless you are trying to build at volume.
$ASTS “Hiring 500 employees” just for Midland - targeting various technician and production roles. Ramping up! ast-science.com/company/care…
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THREAD 1/ An independent analyst attended the first Nebius $NBIS Inflection event in SF. Keynotes from the CEO, CRO and CBO, customer panels, and a private Q&A with management and 20 sell side analysts. The takeaways that actually matter for the thesis:
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10/ The shift is from token maxing to value maxing. One example from the event: a healthcare agent cost $600 per run on a closed frontier model. Swapping to open weight models dropped it to $24 and cut runtime from an hour to 15 minutes. Open models are closing the gap fast.
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If you want a deep dive have a read on mvcinvesting.substack.com/p/…

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$ASTS is hiring 500 plus people in Midland. Sounds normal until you remember they only have around 1,200 employees total.
Fill those roles and that is basically a 40% jump in headcount. You do not hire like that unless you are trying to build at volume.
$ASTS “Hiring 500 employees” just for Midland - targeting various technician and production roles. Ramping up! ast-science.com/company/care…
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6/7 However ‼️A career fair does not put satellites in orbit.
AST has missed timelines before, and they already trimmed the 2026 target from 45 to 60 satellites down to around 45.
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7/7 And the stock already prices in a lot. So even good news might not move it much. (like yesterday bluebird launch). 
But if you believe the thesis, a 40% headcount jump to support a 6 satellite per month line is exactly the kind of signal you want.
Not financial advice.
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