$SMCI can ayone explain how analysts like Mehdi from sasquanna are allowed to have a 15 dollar price target on smci and reasons are around ai exposure margins cash flow blah blah blah... but a buy on dell at 700 for the same reasons he is bearish on smci lol... how can these people get away with this shit
Ignore the noise... Keep watching the fundamentals
96 M $ASTS shares are shorted at this time. Do the math and you understand that a group of very powerfull people are trying to hurt and stop the development of ASTS.
It is clear as water for me. I see this behaviour since the summer of 2023. This same group is delaying the launch of the BB as much as they can. You can blame ASTS management but they signed a NDA so they cannot say anything about it. And ASTS signed a contract for 10x SpaceX launches coming time. I expect that ULA and ISRO will also start launching in 2027. Hopefully Blue Origin will be a reliant launch partner too🤔. Maybe ESA and JDAX too...(but cost much more then SpaceX)
Be patience..... It will be allright but later then we expected
$META Nothing in the release reads like a company getting ready to blink. The ad business beat and guided ahead of the street for the holidays. The low end of this year's spending plan went up again, which puts the fourth quarter alone somewhere around $50 to $60 billion. Free cash flow went negative, there hasn't been a buyback all year, and Meta just approved a new class of non-voting stock with capital raising listed among the reasons.
When a company builds itself a new way to raise money in the same quarter its free cash flow goes negative, I tend to believe the spending plan. The release doesn't put a number on 2027 spending, though. It says the budget is still being worked out and that Meta will keep investing aggressively, so the number this whole group has been waiting on now rests on the call. I'd also like to hear how much of that new stock Meta actually expects to sell, and what's behind a fourth quarter that big.
$ASTS hey team, listening to AT&T’s earnings call. No mention of satellite coverage at all in main opening remarks. First question asked about it, and leadership basically said they want to max their fiber services. That they can handle it with great connection. And AT&T may rely on some other services for more fringe scenarios. That was my take. I’d call it neutral for us. Not bad. But nothing that hints at catalyst. Maybe just keeping quiet on the matter
$ASTS hey team, listening to AT&T’s earnings call. No mention of satellite coverage at all in main opening remarks. First question asked about it, and leadership basically said they want to max their fiber services. That they can handle it with great connection. And AT&T may rely on some other services for more fringe scenarios. That was my take. I’d call it neutral for us. Not bad. But nothing that hints at catalyst. Maybe just keeping quiet on the matter




