Rome wasn’t built in a day; great things take time, hard work, and patience. 🏛️ Everything is NFA.
Joined September 2023
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Here’s a list of 7 photonics stocks focused on optical components, lasers, transceivers, and networking gear.
All benefiting from AI data centers, high speed optical communications and silicon photonics demand:
1) $LITE - Lumentum Holdings: Leader in optical components, EML lasers, and 800G/1.6T transceivers for AI data centers.
Never celebrate too early 😂
This means no new satellite launches until December for $ASTS
I made a new “It’s All Over” portfolio today of even higher beta names than $AAOI.
The requirements:
1. Fell off a cliff
2. Lower than when they announced their catalysts
3. Increasing fundamentals
4. Looks like the chart
5. Short interest spiking
Stuff like $ALMU at $7, $CIFR at $8, $ASTS at $39, and some Leopold trades like $TE at $2.5, $SHAZ at $25.
Not a recommendation, just curious how this performs into year end while doomposts are everywhere.
Anyone got any other ones?
@nebiusai could probably help SpaceX to become the cloud by partnering and providing the full platform to serve diversity of customers… not just rent out a full cluster to one customer :)
My man @StockChaser_ perfectly called every $ASTS movement and nobody (including me) listened
I warned everybody
$ASTS was NOT an opportunity at $113
Go back and check the comments, everyone was full of greed while we were being conservative
Now we’re at $39, having broken the support level we were watching at the 0.618 fib
The next support level I’m watching is the 0.786 fib, currently sitting at $29
Once this correction ends, Wave 3 is next
Price target: $237
That’s a 700% move from the 0.786 fib level
NFA
Congrats 👏 $NBIS
I’m seeing a lot of posts about Nautilus on X lately.
$NAUT is down 26% today.
Buying opportunity?
4 years ago today.
Let that sink in!
Hate him or love him, @elonmusk is one of a kind!
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
🚀 BIG NEWS for $ASTS
AST SpaceMobile just unlocked Brazil 🇧🇷
✅ Anatel approval: 30 MHz S-band spectrum
✅ Secondary use of up to 20 MHz in the 700 MHz band
✅ Agreements signed with 4 regional operators
✅ 4 new gateways planned on the ground
Brazil = 210M+ people + massive coverage gaps.
Half the highways and 2/3 of farmland still lack 4G/5G.
AST is building the third layer of connectivity: cellular broadband from space, directly to normal smartphones.
Abel Avellan: “We’re giving every mobile subscriber a path to coverage wherever they live, work and travel.”
This is how you connect an entire continent! 🛰️ 🌎
Elon: “As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.”
$NBIS a couple of days ago:
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
NOT ALL NEOCLOUDS ARE CREATED EQUAL
$NBIS
I don't know who needs to hear this, but I'll say it again.
NOT ALL NEOCLOUDS ARE CREATED EQUAL
Source: @SergeyCYW | Compounding Your Wealth.
When all you're waiting for is satellite launch news but all you get is a 3 minute video with literally zero important information:
The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected
$RKLB: Rocket Lab’s 98th Electron launch successfully completed 🚀
100% mission success ✅