pillwaz retweeted
Bro micron will fucking kill the stock market on Wednesday. That anthropic deal is a last pump to stay alive.
We are screeeeeeeeweed.
love what AI can do for creative minds in game dev
this indeed.
All the money raised in blockchain in 2017 - 2023 came with the expectation that crypto companies would find a way into the economic value chain, most of them failed.
They don't need foreign L1's, oracles, or any other integration partners. Most companies/banks that want to add crypto can do it in months with in-house + external developers. Blockchain is a feature, a way to move data around.
AI has immediately aligned itself with revenue generating activities and will continue to capture all of that "future tech" investment that Web 3 was supposed to be.
As someone who spent years in blockchain raising funds, building, marketing, and selling.
The SpaceX IPO fear + continued space interest is going to push alternative space stocks up as long as (1) real orbital Data Center deliveries start happening and (2) macro continues being bullish.
I like $MDA for the lower multiple, Canadian discount, legacy status, and history of execution with satellites.
That said, fears include a larger space sell-off, more rockets blowing up on TV, etc...
I might eat some pain in the short term but I'm happy with a low $40's average cost.
$RKLB, $RDW, $BKSY, $SPIR, $PL
$MDA 💪
🚨 $MDA
On May 13, ISED opened a consultation on MSS spectrum rights for D2D and IoT / suspended new licensing until the key questions are answered (June 29 is the response deadline).
Canada is clearly not willing to let sat operators like Starlink, Amazon, etc. bypass telcos and build their own D2D business.
Even ISED’s prior SMCS framework rejected the idea of closed exclusive control. Rogers and SpaceX argued against mandatory nonexclusive agreements, but ISED still decided these agreements must be nonexclusive (keeping the door open on a Canadian neutral network model).
Looking closely, you see this isn’t happening in a vacuum. $MDA already filed for L-band, S-band/2 GHz, Cellular band, and Ka/Q/V bands on December 22.
Shortly after, Mike Greenley started pitching the idea of neutral networks to MNOs, govs, tower cos, etc. They are clearly positioning themselves as the sovereign Canadian builder for D2D, IoT, defence, safety, etc.
So if ISED wants to avoid a foreign D2D race (which it has every incentive to do) while still enabling satellite to phone, it's hard not to speculate that $MDA and other Canadian players will be favoured.
$MDA already proved it can build a 3GPP NTN D2D constellation, although the $SATS deal was cancelled, they proved the tech.
The market keeps valuing $MDA like a sat manufacturer when it is furthest from the truth. When you have spectrum + sovereign D2D + Canadian regulatory alignment, $MDA starts looking more and more like the vertically integrated national space infrastructure you have to partner with.
Obviously this is all speculation, but add it to the list of many breadcrumbs proving the $MDA thesis.
ised-isde.canada.ca/site/spe…
Holdings/Actions/Thoughts from a 581% YTD account swing trading on decently long timeframes (multi-months, quarters)
$PENG got in at $34, trimmed small at $49, $52, $54 now holding my larger position comfortably - well managed, profitable, and reputable deployment company, their product is the "ai factory"
- essentially an AI hardware ETF in one stock (exposure to memory, ai deployment efficiency, fully loaded rack sellers, etc + RND upside)
$RELL bought at $15, trimmed 35% at $18, holding the rest - keeping a close eye on further developments with the Gotion engagement
- my favorite lower risk energy hardware/battery play with a big partner (who did the vetting) signed up + legacy
$VIVO bought on initial pump 2/3 weeks ago (local top), added a bit more in the morning today (cost now $4.9)- I've watched enough small cap energy and neocloud projects explode when they sign an anchor tenant, I won't miss this one under $100m MC
- Norwegian clean energy producer with GW's ready to sell
$MDA I've been watching since last year, bought heavy with $45 average cost - as someone who just became a Canadian (long story, had to do it) it's cool to bet on local companies
- this is my favorite space play where I can park a lot of money and limit downsize
$OUST I picked up hard on the dip on Tuesday at $28.5 because I watched $VPG triple after I sold and I need this type of set up in some capacity. Trimmed the smallest amount at $44 yesterday but holding the rest for months at least
- solid robotics/humanoids/vision play
$AIB I literally watched go from $1.14 to $3 tempted to buy and never did - then it forced me to look into it which I did - I like the team more than anything and if Bloom, Nebius, etc tell you anything its that good capable people can do amazing things when the time is right, and the time is right. I owned a shit ton of $DGXX at sub $2 and sold when they announced the dilution and percentage of sales it would share with the new Hans-incorporated company, turns our the thesis, product, and execution was too strong. I wish I could say I bought $AIB at a solid price but I top blasted the shit out of it today from the car because the rage was too strong - ended up with a small chunk at $3.4 - very nervous about this price, praying for hardcore validation at which point I'll go in heavier (3x the initial)
- New bitcoin convert neocloud
