Matheus Lonning @mathlonning
L/S equities | Not Financial Advice [email protected] San Francisco, CA Joined January 2015-
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If Mainoo was playing instead of 120m guy Elliot Anderson, England would actually be a contender. Coach would rather lose than be proven wrong.
@CournalWinstead I think some people will, but not everyone
Regardless of the noise, I do think $TMDX crushes this quarter.
Yes, $BAER business has been strong. It can move fast
$BAER usually bounces off the ~$1.7 level. With the amount of work they’ve been getting I would be surprised the stock continues to drop from current levels. They should come in way above 55m ebidta this year.
$ASTS stock price is below what it was when golden dome was announced. Since then, they’ve gotten tens of extra MNO deals, SCS approval for US commercial services, and the massive J-LEO contract, among many other milestones. Is the stock a buy here?
$ASTS cost per satellite doesn’t matter as much anymore, as other companies are going to be paying for some of them. Rakuten and Japan are first. Wouldn’t be surprised if some European countries and India end up doing the same.
Great day for software. Nice to see $RDDT $APP rebound.
We are getting at least 1 rate cut this year. People are not listening to Warsh. He knows AI layoffs are coming.
$TMDX with their first month over 1000 flights. OPTN data also looks great, and supports the flight increase. I’d expect them to come in between 190-195m which is well above consensus.
@Kan27111 Honestly no idea. I’m always optimistic. I do think semis need a breather, which may bring entire market down
How did everyone’s quarter end? Fairly green across the board today.
$ASTS when FirstNet deal? Also how about those Verizon pre payments for SCS approval?
@AbdrazakAlmas @deepvaluedude @spacanpanman I think Gov contracts will be worth more than civilian revenue for first couple years. And this tech is worth 40x multiple given barriers to entry
$ACMR calls I had that I bought for ~300$ a contract and sold at ~3500$ are now worth $~6100 lol So sad :( Happy $ACMR all time high day to those who celebrate it
Space is so back $LUNR $ASTS w massive contract wins.
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