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$ASTS is under $40, down 71% from highs
Since then👇
Block 2 satellites:
• Moved from production plans to deployed hardware, 7 in orbit
• Block 1 demonstrated 98.9 Mbps directly to an ordinary smartphone. Block 2 targets peak speeds approaching 200 Mbps
Commercialization:
• Verizon signed a definitive commercial agreement
• Stc signed a 10-year deal with a $175M prepayment commitment
• Commercial commitments + government awards reached 1.3B
• Partner ecosystem expanded to 60+ mobile operators covering 3B+ subscribers
Service readiness:
• $ASTS now targets initial, intermittent coverage before year-end in the US, Canada, Japan, the UK and Saudi Arabia
• More than 3,000 US coverage cells are enabled, with 5,600 targeted by year-end
• More than 60 gateways are deployed, installed or in planning
The FCC authorized commercial US service and a constellation of up to 248 satellites
With pro forma cash, equivalents and restricted cash >$3.7B following the financing, the runway is strong
The setback has been deployment. The 45 satellite target moved from 2026 to early 2027, as we expected
SpaceX also agreed to acquire low-band spectrum and is exploring cell-site deals for a wireless carrier which increases the competition
Now at better levels, are you bullish $ASTS?
$SOFI is cheaper than 5 years ago
But it is a completely different business
5 years ago:
• Revenue: 565.5M
• EPS:-4.30
• Members: 1.85M
• Total products: 2.52M
TTM
• Revenue: $4.29B
• Diluted EPS: $0.48
• Members: 15.8M
• Products: 24.4M
$SOFI grew beyond lending intoa digital bank and financial platform:
• Lending and deposits
• Investing and financial services
• Loan Platform Business and technology infrastructure
• Cross-selling: 51% of Q2’s new products came from existing members
And the blockchain push is moving into products:
• SoFiUSD is available to consumers
• SoFi began settling card transactions through Mastercard using SoFiUSD
• SoFi Earn launched tokenized deposits paying 4.40% APY, with FDIC insurance up to applicable limits
Are you bullish $SOFI?
$GRRR has had a very big pullback recently
BUT, check out the setup
A new descending wedge is forming. Very interesting how this is currently looking
A move to the $10 level is looking possible soon
NFA
StockChaser retweeted
The setup on $CRDO hasn’t changed
We are currently only 18% away from our target level, the exact spot we’ve been watching
That will be the perfect entry for me. Thinking of opening a position there if support holds
NFA
My view on $CRDO
Currently in an ABC corrective move
I see price moving down to the 0.618 fib at $121, which aligns with the lower boundary of the pattern
That's a -47% move from current levels
Not a short pullback
NFA
StockChaser retweeted
Rotation into defense stocks soon?
I smell it
$ONDS
What do you guys think?
Rotation into defense stocks soon?
I smell it
$ONDS
What do you guys think?
This is definitely not the time to be playing around
$SPY is not looking ideal here
Remember, always keep some cash available.
The biggest opportunities come when you least expect them
NFA
Rising wedge on the $SPY
Be careful guys, always keep some cash available
The bearish scenario plays out once it breaks below and retests from below
NFA
That wasn’t a nice move from $CBRS
Told you, that support line was everything
We’ll see where it heads next
NFA
The setup on $CRDO hasn’t changed
We are currently only 18% away from our target level, the exact spot we’ve been watching
That will be the perfect entry for me. Thinking of opening a position there if support holds
NFA
My view on $CRDO
Currently in an ABC corrective move
I see price moving down to the 0.618 fib at $121, which aligns with the lower boundary of the pattern
That's a -47% move from current levels
Not a short pullback
NFA
$AAOI revisited the retracement zone with the market pullback
Q3 earnings are in 2 weeks
Guidance:
• Q3 revenue: $255–290M
• Q3 adjusted gross margin: 29–30.5%
• FY2026 revenue: $1.1B, +141% YoY
Aside from the fundamental growth, our focus is on
• 800G revenue expectations for nearly 5x QoQ growth in Q3 ($12.8M in Q2, >100% QoQ)
• 1.6T commentary / demand with the larger ramp in 2027
• Updates on their newer lasers and external laser modules for silicon photonics and co-packaged optics
Combined 800G/1.6T monthly production capacity:
• Approaching 200,000 units at the Q2 update
• Targeting 650,000 by year-end 2026
• Targeting over 930,000 by year-end 2027
Management expects demand to exceed capacity through mid-2027
By that same mid-2027, they outlined a potential $471M monthly data-center transceiver revenue level
That would give $AAOI a 5.65B ARR at a 5.78B market cap
If execution holds, $AAOI may be cheap
$BE
1. Beat expectations
2. Raised guidance for the third time this year
Still down after earnings
Q3
• Revenue: $1.236B, +138% YoY vs $1.07B expected
• Adjusted diluted EPS: $0.94 vs $0.69 expected
• Adjusted gross margin: 34.5% vs 30.4% a year ago
• Adjusted operating margin: 23.1% vs 8.9% a year ago
FY2026 guidance raised:
• Revenue: $3.9–4.2B → $4.4–4.6B
• Adjusted EPS: $2.55–2.85 → $3.10–3.40
• Adjusted operating income: $800–900M → $960M–1.03B
Still up 120% YTD and trading at 20.6x sales and 67x forward earnings, so expectations were high
But still, it shows how the market is right now: a significant beat and a third raise and still sells off
$TE secured a US Commerce Department waiver to import up to 1.725 GW of solar cells
This gives T1 a supply bridge while G2_Austin is under construction, allowing them to meet existing and expected customer demand
Management says demand for domestic solar cells and modules has risen meaningfully since August’s Section 232 proclamation
The waiver helps $TE serve that demand now
But the focus remains on G2_Austin, even though we have yet to receive a financing packet
• G2_Austin Phase 1: 2.1 GW of annual cell manufacturing capacity
• First G2_Austin cells expected in Q1 2027
$TE is down 82% from highs, falling below the $2.80 level we were watching on our Patreon
At a 0.7x PS, rather than technicals, $TE is fundamentally an asymmetric bet if they execute
There are times when we all say, “I’d love to see that stock back at those prices.”
Thinking it’s impossible
“If we ever get back there, I’m going in strong.”
Well, here we are
Some stocks are sitting at levels people never imagined we’d see again
IMO, now is the time to stick to your plan
If it’s DCA, then DCA
If it’s waiting for confirmation, wait for confirmation
If it’s adding to your position, add
Whatever your strategy is, execute it
NFA
We are HERE
The MOAT, Mother Of All Trendlines
Are you taking the opportunity on $NFLX?
NFA
When I say $NFLX is approaching a generational buying opportunity, here's why
It's coming closer to a trendline that has held four times:
2002. 2008. 2012. 2022
Every single time, it marked a major bottom
This is one to watch closely
These are definitely difficult times in the market
Volatility is high, sentiment is low, and it feels like nothing is working
But this is exactly where strategies are tested, and where the best opportunities are built
Stick to your strategy, trust your analysis, keep cash ready
The market rewards patience, it always does
NFA
StockChaser retweeted
$ONDS is about to do a heavy reversal, IMO
Respecting the support level perfectly
Check out the RSI on the weekly, on the verge of breaking above the bearish formation
If it does, the reversal is in
NFA


















