20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at: https://xitter.cf/t.co/oA0xRY6IsY
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Joined May 2012
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SpacBobby retweeted
The space sector TAM is going to be bigger than any analyst can model currently.
Buy the best companies now to capitalize on the hyper growth ahead!
$RKLB / $ASTS / $SPCX
SpacBobby retweeted
$ASTS / $RKLB - Price usually drives sentiment on X.
Down days = Something is wrong with the company, management is lying to us. I'm out.
Up days = Love this company, firing on all cyclinders. Top notch management. I'm buying more.
If you can't handle the volatility along the way, you don't deserve the massive gains incoming. I've held both companies since single digits. We are still going multiples higher over the next few years.
PAYteince! 😎
SpacBobby retweeted
$ASTS - AST SpaceMobile continues to be one of my highest conviction holdings.
I don’t see how this does not become a 10x or more from here:
Here’s the math using a $10 ARPU/month for 750 million subs. (Assumes 1/4 users add D2C out of 3B).
1) 750M subs
2) $10/month = $120/year
3) $120 x 750M subs = $90 billion/year
4) 85% op profit = $76.5 billion/year
5) Slap a 25x multiple x $76.5 billion = $1.9T valuation
That’s a 63x from current levels!
And this is just from the consumer side of the business. We have many more potential verticals.
Stay focused…the street can be slow at times. 😎
SpacBobby retweeted
If you would have told me a few weeks ago that SpaceX and AST would be valued at…
$SPCX: $2T MC
$ASTS: $28B MC
Even after a successful BB8-10 launch, I would say you are crazy but here we are.
One of the biggest de-risking events for the company and we sold off heavily with short interest increasing to all-time highs. Is this a coiled spring ready to explode higher?
Any day now we should get news of shipment of BB11-13 and maybe even a few other under the radar announcements that the market is sleeping on.
In the next 6-12 months we’ll see the deployment of 45-90 bluebirds with commercial service spanning North America and then full coverage around the world.
What will be the value of AST then?
Multiples higher than $28B.
Stay focused on the bigger picture. Don’t let the algos try squeezing you out of your cheap shares.
If you can’t handle the volatility, you surely don’t deserve the massive gains that are incoming.
I sleep like a baby knowing the investment thesis remains intact and in fact has gotten more bullish from last week’s launch!
SpacBobby retweeted
$ASTS - We stand on the cusp of one of the biggest events of AST SpaceMobile's 9 year history tonight.
The liftoff of BB8-10 will prove out batch launches and be the start of increased gov't/commercial revenues going forward. We are at an inflection point in the business where growth will go into hyperdrive for the next 5-10 years as several constellations are built out.
"AST may end up as a 1 billion subscriber business generating recurring revenue at very high margins protected by technological, regulatory, and commercial moats. There are many Bluebirds to be built, launched, and successfully operated before we get there, but squint hard enough and you can see that AST’s end state may very well be as one of the greatest businesses in the history of capitalism"
- 10WestAdvisors
SpacBobby retweeted
I've now had 8 of my holdings go +100% returns with 4 holdings going 10x. The power of letting your winners run!! 😎
I bought $RKLB at $6.05 (+2383%) ✅
I bought $ASTS at $5.75 (+2153%) ✅
I bought $HUT at $14.02 (+1060%) ✅
I bought $NVDA at $18.93 (+1023%) ✅
I bought $MDA $16.35 (+292%) ✅
I bought $NBIS at $87.75 (+137%) ✅
I bought $SOFI at $7.64 (+112%) ✅
I bought $AAOI at $85 (+111%) ✅
I bought $MELI at $867 (+95%) ✅
I bought $KRKNF at $3.65 (+63%) ✅
New Buys:
I bought $IREN at $46.99 (+44%) ✅
I bought $NOK at $12.45 (+26%) ✅
