Jimmy D @Jimmy____D
Technical Analysts 📈 | Small Cap Degen | Asymmetric Momentum Setups Gold Coast, Queensland Joined May 2016-
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"Google really looked at the entire market and said, 'Give me the space cell towers.' 📱✨ Smart money is already strapped in for launch. Let's go SpaceMob! 📈🔥 $ASTS"
$ASTS- Google holds close to a $1B position in AST and it’s their largest stock portfolio holding They know what’s coming! 👀
@bowtiedstocks We have hit the limit on affordability
@deepvaluedude @citrini In 1-2 week Nasdaq will then be forced to buy and flows for like 3rd biggest in world based on mcap
NVIDIA CEO Jensen Huang just said the memory shortage is going to last for years. He said it directly while meeting with SK Group’s chairman in Seoul. His words. Everything across the supply chain, from wafers to silicon photonics to cable connectors, is in short supply, and demand is enormous. When the most important man in AI tells you a shortage lasts for years, you listen. And I still think the cleanest way to play it is the $DRAM ETF. And the thesis is super simple. This is not a normal memory cycle. For decades memory was a boom and bust commodity. This time it is structural. AI servers need 8 to 10 times the DRAM of a traditional server. Memory makers are pulling capacity away from regular DRAM to build high bandwidth memory for AI accelerators, which only tightens the supply of everything else. Industry fulfillment rates for server DRAM are reportedly below 50%. And new fab capacity does not come online until 2027 at the earliest. A new fab takes 18 to 24 months and tens of billions of dollars to build. The shortage is locked in. Now here is the part most retail investors miss. The two biggest winners of this entire shortage are SK Hynix and Samsung. SK Hynix alone supplies an estimated 50 to 70% of NVIDIA’s HBM4. They are the kings of this cycle. But both trade on the Korean exchange, which makes them difficult for most US retail investors to actually buy. That is exactly why the $DRAM ETF is so useful. It is one of the only clean ways to get real exposure to SK Hynix and Samsung alongside Micron and the rest of the memory supply chain in a single US listed ticker. You own the entire structural shortage in one position. The HBM leaders, the DRAM makers, the equipment names. All of it. Jensen says years. The supply math says years. New capacity does not arrive until 2027. The $DRAM ETF is how I want to own the whole thing.
$ASTS in case you missed it: “you can put a little 4G modem on anything!” — @PalmerLuckey 🇺🇸 makes ya think
@mrlubos @AST_SpaceMobile I am an investor in AST!
@BTCBreadMan We go much lower than most think
$ASTS opens overnight trading +3%
$ASTS is a $200 stock by EOY. This years catalysts + upcoming catalysts: - Falcon 9 BlueBird 8, 9 & 10 launch (THIS MONTH!) - BlueBird 8, 9 & 10 deployment confirmation - Additional satellite launch schedule updates - Commercial direct-to-device service rollout announcements -
Futures are looking fairly strong. Iran got to use their missiles to look brave, Trump got to tell the world he calls the shots, not Netanyahu and they can all get a deal. Quick before the oil reserves dry up!
@CryptoPoseidonn Everyone is too bullish still, going much lower
Have been watching/listening to some videos and podcasts about the SpaceX IPO One thing continued to surprise me Nobody knows anything about the business. A lot of people will talk about how overvalued it is, some mention how good Starlink is in terms of financial performance and future potential, but that is where it stops There is no consideration of the competitive landscape at all Almost nobody knows $RKLB has a launch business. Maybe a few people have heard of Blue Origin after the explosion Even less people know that $ASTS is already dominating the Direct-to-Device industry before they are even offering a service No idea how the SpaceX IPO influences the market and space stocks next week, but on the long term it has only given me higher conviction, especially for $ASTS
Of course he pumped it on time 🤣🤣
BREAKING: S&P 500 futures erase all losses and turn green after President Trump says Israel has "no choice" but to accept an Iran deal.
The damage is already done. There will be Fomo to get out now on the downside. In a downturn, if two similar houses are listed and one seller needs to sell fast, they might accept 10-15% (or more) below peak prices. The second seller often follows suit to avoid being left behind, or their property lingers and they eventually discount too. Appraisals, bank valuations, and buyer psychology then adjust downward based on these recent comps.
$ASTS @AST_SpaceMobile The only time AST is mentioned by SpaceX is when they attack them via filings and their obligation to mention them in the S-1. A $2T company is scared of a $30B company. 👀
Hands down the most bullish paper for $ASTS ever
@retail_mourinho Europeans are like NPC bots with there Elon Derangement Syndrome
@LimitingThe But most ipos dont have nasdaq flows for the 3rd biggest company in the world 15 days after the ipo
@gimmick59235769 @SilverSurfer_23 Its a fake war that America wants the straight closed, they have benefited from it being closed
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