AlphaMoat @AlphaMoat

Investor in high growth disruptive companies with solid business moat at right valuation. Indian American, Stocks, Sports, Travel, Politics, Independent savvytrader.com/alphamoat/smal… USA Joined March 2024

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AlphaMoat @AlphaMoat

6 hours ago

NASA has plans for monthly Moon Mission from next year.

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AlphaMoat @AlphaMoat

6 hours ago

$FLY : It will be big beneficiary of Moon base project.

NASA Administrator Jared Isaacman @NASAAdmin

11 hours ago

We have an extraordinary opportunity just four and a half days from Earth. The Moon is our proving ground. It will shape the technologies we build, the discoveries we make, and the generation that will one day carry humanity farther than ever before. We're only just beginning.

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AlphaMoat @AlphaMoat

7 hours ago

@yourherofraser @GhostOfLaszloJ @FranciscoSpace5 That is just someone's perspective. That's why we trade. There is a seller for every buyer and vice versa. Current Market price is always risk adjusted, only the future will tell who is correct.

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AlphaMoat @AlphaMoat

a day ago

$FLY Firefly CEO: Upside Opportunity With Golden Dome youtu.be/zd9Km0jsPZM

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AlphaMoat @AlphaMoat

7 hours ago

Thanks for your concern. Space is hard and lanuch is extremely hard. I started Rocket lab at 20+ in 2021, then it fell to 3-4 in 2022-23. Everyone thought they will go bankrupt, but I bought what I could afford to lose and not get broke. Tide started turning in 2024 as their execution was flawless. I have attended all of their ER calls and all investor confs. I understand $fly is risky, and they have very bad track record but I can also see how they are overcoming their past problems. I see risk reward in my favor.

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AlphaMoat @AlphaMoat

7 hours ago

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AlphaMoat @AlphaMoat

2 weeks ago

Portfolio update - 6/21/2026 Here are my holdings. Most of them are small and mid cap. They have higher risk but have higher return expectations. They have high beta so are very volatile. Space and defence ecomony: $RKLB : I was lucky to get in early below 10. I have sold some, but will ride remaing for long term. $FLY : I have been holding it for sometime. average 30. $ASTS : Added recently in 80s $ONDS : add 2 months back at $8 AI Applications $ROOT: I have been holding it for sometime. my average 80. $CLOV : stock avg 2 + LEAPS Jan 28 option position. I will keep it for long. $RZLV : stock avg 2.5 + LEAPS Jan 28 option position. $BKKT: long term stock positon. avg 8 $OPEN : stock avg 2.5 + LEAPS Jan 28 option position. $EVLV Energy $EOSE : Avg 5 $TE : Avg 4 $STEM : avg 9 $FLNC avg 20 Healthcare: $WGS: avg 80 $BFLY :avg 2 $HYPR : avg 1 $NNOX : avg 2.5 $HUMA : avg 1.5

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AlphaMoat @AlphaMoat

7 hours ago

$RKLB : I have been a long term shareholder in Rocket Lab. It has given me amazing returns which one can only dream of. I have more shares in other accounts with a cost basis 20. I have sold some shares to diversify. I believe in the space economy, and believe the best days are still ahead. We are at the beginning of a long secular bull run. $FLY $ASTS

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AlphaMoat @AlphaMoat

8 hours ago

@GhostOfLaszloJ @FranciscoSpace5 Here is proof. I have more shares in other accounts. This is just one of them.

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AlphaMoat @AlphaMoat

8 hours ago

@GhostOfLaszloJ @FranciscoSpace5 You are missing. I have big position in Rocket Lab since 2021. My avg. is just 4 but not selling anytime soon.

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AlphaMoat @AlphaMoat

8 hours ago

$RKLB has been in public market for a long time. They have grown with shareholder dilutions and lots of aqusitions. They have never generated Cash and burn cash and do dilution to operate at loss. $RDW also provides components to several other companies, that is their primary business. That doesn't make them supior. $FLY is only one year in public market, They also have access to easy money now and will also become vertically integrated like Rocket Lab.

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AlphaMoat @AlphaMoat

9 hours ago

@GhostOfLaszloJ @FranciscoSpace5 You are not god, I am not god. Time will tell. I am very much aware of Alpha's track record and reasons behind their failures.

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AlphaMoat @AlphaMoat

9 hours ago

@FranciscoSpace5 @GhostOfLaszloJ

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AlphaMoat @AlphaMoat

9 hours ago

@FranciscoSpace5 I have no reason not to trust Jason Kim. Plan is for Summer test launch and 3 more launches there after in 2026.

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AlphaMoat @AlphaMoat

9 hours ago

@FranciscoSpace5 All these are correct but what about valuations. Alpha7 was successful and Alpha 8 is designed or reliability and repeatability. Firefly will be a strong competitor to Rklb and spaceX in 2-3 years. Eclipse will be ready by 2027.

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AlphaMoat @AlphaMoat

9 hours ago

Whatever they have others don’t have and that is enough for huge TAM. I will not be surprised if all their plans are successful and they trade above 300+ in 2-3 years when Eclipse becomes commercial success. Moon base has monthly flights and sci tech becomes big part of golden dome.

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AlphaMoat @AlphaMoat

9 hours ago

@SpaceInvestor_D So you like a failed moon lander more than successful one. My money on fly. Cheapest space company which once executes its plan will trade at 500+ in 2-3 years. Save this tweet and we will talk later.