To The Moon

AST uses BlueBird satellites in low Earth orbit to connect ordinary smartphones directly to broadband at speeds up to ~200 Mbps then routes that traffic through ground gateways back into the carrier’s existing network. That lets AST extend coverage for nearly 60 MNO partners covering 3B+ subscribers without requiring new phones, apps or billing while using the carriers’ spectrum and customer relationships. The model is essentially a wholesale revenue share so AST keeps 50% of subscription and day-pass revenue with estimates scaling from ~3M subscribers and ~300M of subscription revenue in 2027 to ~30M subscribers, ~$2B of subscription revenue by 2030. The technology is proven but the next phase is a lot of execution because reaching those estimates depends on launching enough BlueBirds, ad

$Applied Optoelectronics(AAOI)$ risk to reward makes complete sense. Here's why: BULL CASE: The bull case is a situation where management forecasts happen. I.e. $471M/month in revenue by mid 2027 / $5.6B (likely more) in revenue by FY28. $Lumentum(LITE)$ has a current sales multiple of 13x. 20% of $Applied Optoelectronics(AAOI)$ revenue is attributed to this segment so 20% * 13x = 2.6x sales. Innolight and Eoptolink trade ~9x sales and this is where 80% of $Applied Optoelectronics(AAOI)$ revenue is likely to come from. 80% * 9x = 7.2x Blended multiple = 9.8

$Palantir Technologies Inc.(PLTR)$ $Palantir Technologies Inc. (PLTR) Soars +10.32%: AI Powerhouse Reignites Momentum, Targeting $181 Resistance Latest Close Data: PLTR closed at $172.01, surging +10.32% on massive volume. The stock is now just 17% below its 52-week high of $207.52, demonstrating a powerful recovery rally. Core Market Drivers: The explosive move is fueled by strong institutional accumulation, with 5-day capital flow showing a net inflow of $175.2M. The rally aligns with the AI sector rotation, as recent earnings highlighted robust demand for Palantir's AI platforms, overshadowing a minor top-line miss. Technical Analysis: Today's breakout is validated by a volume spike to 77.58M shares, significantly above average. The MACD histog

#[🎁Reward: Tech Stocks: Buy the Dip or Run for the Exit?] There is a strange assumption in markets that being bullish means you need to be fully invested. I don’t agree. I remain bullish on the long-term AI opportunity. I already have exposure through names including $NVIDIA(NVDA)$ and $Advanced Micro Devices(AMD)$, alongside broader positions such as $SPDR S&P 500 ETF Trust(SPY)$. But I am deliberately not fully invested yet. That is not because I think AI is dead. It is because I think keeping cash available is an investment decision too. 📉 A falling stock is not automatically a cheap stock This is the part I think gets lost during big corrections. When a stock drops 20%, 30% or even 40%, our brains immediately compare the new price with the old high. It looks cheap because it used t

Everyone forgot about these 10 stocks. They can easily 10x when $SpaceX(SPCX)$ does: 1. $POET Technologies Inc(POET)$ Optical interposer for AI networks. $50M Lumilens order already booked. 2. $T1 ENERGY INC(TE)$ US solar and battery manufacturing. Sitting 53% off its high. 3. $Keel Infrastructure Corp(KEEL)$ 2.2GW AI data center pipeline priced like a bitcoin miner. 4. $Lightwave Logic, Inc.(LWLG)$ Electro optic polymers for AI optics. Down 65% from $18.71. 5. $Nokia Oyj(NOK)$ Nvidia backed AI RAN. €2.8B in AI orders last quarter. 6.

My August 5 outlook continues to play out. $S&P 500(.SPX)$ reached the first target at 7,700, and the broader bullish structure remains intact. After a period of consolidation, price bounced directly from the Daily FVG, confirming that buyers are still defending the key support zone. With momentum remaining strong, 7,900 is now the next major target, representing the 50% extension of Wave 3. If momentum continues, a move toward new highs could develop early this week. However, I’m not chasing price at these levels. The market is already extended after the recent rally, which makes the risk/reward less attractive for fresh longs. Instead, I’m watching for another pullback into the next bullish Daily FVG. A clean retest followed by a successful

Five areas could come in hotter when July CPI is released Wednesday: Oil: Crude $WTI Crude Oil - main 2609(CLmain)$ jumped 22% in July as fresh Middle East fighting pushed energy prices higher. Shelter: Rent and owners’ equivalent rent continue to rise month after month. Electricity: Summer cooling demand and growing data-center power consumption are putting upward pressure on utility bills. Auto Insurance: Premiums are still being repriced as repair and replacement costs remain elevated. Food Away From Home: Higher restaurant labor costs continue to push menu prices higher. The Street expects 0.1% headline CPI, 0.3% core CPI, and 3.2% year-over-year inflation. The biggest wildcard remains shelter. If it comes in hotter than expected, the infl

10 years ago, I was buying $Tesla Motors(TSLA)$ at $160 it spiked 2500% to $4000+ $TSLA always does a massive run at this entry point. And its happening again right now. Here's the exact option contract I'm buying: I like Dec 2028 $600 calls for $51, but if you have a small account less than $1000. Choose this one here... June 2027 $600 calls for $12. So just wait a few days and get this one under $10. There's about 10 more of these golden gem plays, Let me know if you want all of them! The most dangerous thing that can happen to your finances is your neighbor getting rich. Here's why: A neighbor wins $1,000 in the lottery and bankruptcies on your block rise 2.4%. Researchers at the Philadelphia Fed pulled lottery data from Alberta and tracked wha

The $Opendoor Technologies Inc(OPEN)$ gang didn't like me pointing out the company's operational disaster, but the Q2 earnings release were an incredible showing of reality distortion. Management: "Everything Is Up. Except Costs." Reality: Revenue fell 44% and operating loss was over 10x higher than a year ago. And for a company that's "not an iBuyer" they bought 149% more homes than a year ago and have $1.8 billion of inventory in the balance sheet. Ohh, and the stock is down 22% since my tweet. Cults can be great for a good business, but they're detrimental when the business doesn't match the story they tell themselves.