Posts
Don't fight the $ASTS rocket. Double digits are back
It dropped all the way from $133 down to around $65, and just as the bears were celebrating, ASTS today suddenly reversed with a nearly 20% massive green candle. The catalyst behind this aggressive rebound is very solid Satellite rollout officially confirmed The company announced that next generation BlueBird 8, …
What is the next sector to boom due to AI?
I'm sure many can relate to missing out on memory/NAND sector. The surge in NAND in late 2025/2026 came as a surprise, at least to me. Recall from 2023-2024 NVDA was "the hottest AI play," and the assumption was it would continue. It was constantly in the news and in …
Looking for a solid, free paper trading platform for Forex / EURUSD (got $10k ready but wanna practice first)
Hey guys, I’m looking for a solid platform where I can paper trade and test out a strategy before I actually risk any real cash. I'm planning to dive into the Forex market, specifically trading the EUR/USD pair. I’ve got about $10k saved up that I’m thinking of putting into …
Rocket Lab's 8B Iridium deal is the third space consolidation move this quarter, could Frequency Electronics $FEIM be next?
Rocket Lab agreed to buy Iridium [for $8 billion](https://www.prnewswire.com/news-releases/rocket-lab-to-acquire-iridium-in-historic-deal-creating-a-fully-vertically-integrated-space-powerhouse-primed-for-growth-302813075.html) this week, the major third space consolidation move this quarter after Amazon's Globalstar deal and the SpaceX IPO. It looks to me like there's a pattern emerging similar to the mid-1990s car industry that birthed Ford, GM, or early-2000s tech that …
Xti aerospace it's a buy.
Has xtia finally hit bottom? With recent ratcheting on liquidity the praised tri fan unit has hit the back burner. The company is now focusing on profits rather than Innovation. Their recent acquisition with Drone Nerds is a step in the right direction. This has sparked hope for long term …
GLW has already surpassed $250. Is it really a dark horse of the AI era, or just a massive bubble fueled by hype? Let’s talk about its major
I’d like to have a rational discussion with everyone about Corning (GLW) stock, and in the process, help myself sort out my thoughts. Right now, the entire internet is going crazy over NVIDIA, AMD, and memory stocks, but aren’t we overlooking a real infrastructure bottleneck namely, fiber optics and specialty …
Trump bought as much as $5 million in Axon stock before ICE sought $220 million Taser deal
https://qz.com/trump-axon-stock-ice-taser-contract-062926 > Federal disclosures show that on Feb. 10, President Donald Trump made an Axon Enterprise stock purchase valued at between $1 million and $5 million. That was roughly two weeks before U.S. Immigration and Customs Enforcement moved to solicit a five-year, $220 million Taser contract that procurement reviewers and …
AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)
I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, Broadcom, Micron, names like that. This is the stage where sentiment is strongest and the market …
AI is not a sector it’s a capital rotation ladder from chips to apps (with ETFs for every layer)
Here’s a more natural, American male spoken version, cleaned up and without AI tone or dashes: I don’t really see AI as a single sector. To me, it’s more like a supply chain where money slowly rotates down the stack. It usually starts with compute, basically chips. That’s NVIDIA, AMD, …
Rally into July 44th and July 17th, Q3 20% market correction, October melt up.
The guy who runs the best-performing portfolio on Substack posted on June 7 that a 20% stock market correction is imminent due to the yen carry trade playing out. He also called the Iran/US peace agreement (MOU) that weekend before it happened, along with an SPX range through July OPEX. …