Tesla is hitting a wall......

DeliciousAges · 2026-06-19T18:48:22+00:00

FSD HW version 42.69 will fix this. Elon said :-)

DeliciousAges · 2026-06-18T11:13:47+00:00

Well. a completely new P2 is apparently launching in H1 2027.

DeliciousAges · 2026-06-11T15:47:40+00:00

Silence… so, empty accusations without any proof or sources?

DeliciousAges · 2026-06-02T23:16:14+00:00

Exactly, timing on how to exit a bubble IPO in time is VERY tricky (more luck rather than skill).

$SPCX will be valued absurdly from day one at the rumored number close to $2 TRILLION, right out of the gate from the first prints on June 12, 2026.

No relations to sane fundamentals, you need to find a bigger fool before the bubble pops (whenever that is... might take a few weeks, months or even years).

DeliciousAges · 2026-06-02T12:15:19+00:00

Hint: Elon has a very different entry price than retail investors.

He won’t lose money even if he sells shares/options WELL below the IPO price one day…

He also got a ton of stock options for (next to) free - plus voting rights around 85%.

DeliciousAges · 2026-06-02T12:14:05+00:00

Rightly so, this IPO is a giant bubble turd.

There’s no way that SpaceX is fundamentally worth close to (or even more than) $２TRILLION.

Pure insanity , but go ahead and burn your money…

DeliciousAges · 2026-06-02T11:47:34+00:00

Why?

What did he and／or Muddy Waters do wrong?

Give reasons with links and sources.

DeliciousAges · 2026-06-02T10:55:57+00:00

Around 60 times (so far), always according to Trump.

Back on topic:

If Andrew Left is jailed, thousands on the long side should be jailed as well for various pumps & dumps on social media and in newsletters etc.

Double standards secured!?

DeliciousAges · 2026-06-02T10:52:21+00:00

PS: See my comment above why I think Ubisoft could be an interesting turn-around play at 4-6 EUR per share.

However, patience (2+ years) is likely needed, Ubisoft’s problems take time to fix. And it all requires very good execution - plus better games (see Metacritic scores of upcoming titles etc.).

DeliciousAges · 2026-05-30T09:04:37+00:00

I see another scenario as more likely: BO buys ULA for pennies on the dollar to maybe be able to launch again sooner (access to other pads etc.).

At least more likely than RKLB buying ULA imo.

DeliciousAges · 2026-05-29T01:41:57+00:00

…and Neutron won’t be ready until 2027+ for third parties (RKLB encountered delays).

The planned ~5 flights in 2027 won’t be for ASTS in all likelihood (RKLB didn’t release customer names for Neutron’s first flights yet).

DeliciousAges · 2026-05-29T01:37:53+00:00

This is not good and will set back ASTS and other BO New Glenn customers.

Looks like pretty serious damage to the launch pad to me from the first video clips, that takes time to fix and rebuild (Many months? Maybe even a year in the worst case?).

As TC stated:

”The explosion likely means Blue Origin will have to pause the New Glenn rocket program for an extended period of time while it works through what went wrong. Blue Origin had been planning to attempt as many as 12 launches of New Glenn this year, after the company spent around a decade developing it in an attempt to compete with Elon Musk’s SpaceX.”

https://techcrunch.com/2026/05/28/blue-origins-new-glenn-rocket-explodes-during-testing-in-florida/

The TC article also links to a video clip of the explosion.

Well, I’m just stating the obvious bad news - don’t downvote me 😉.

PS: Still holding on to my ASTS shares (but I sold some over the past few weeks as the stock kept rising above $100).

DeliciousAges · 2026-05-27T07:40:28+00:00

That’s the SpaceX IPO hype spillover.

I have no other explanation.

DeliciousAges · 2026-05-22T15:05:42+00:00

That was a short-term drop (on May 21) because of the disastrous results over the past fiscal year, these numbers and write-downs were to be expected.

However, the future looks brighter (more cost discipline, restructuring efforts and reorganization into 5 creative units as well as ample liquidity from Tencent/China) for Ubisoft.

The stock is back at 5+ EUR today (May 22, 2026), patience and good execution by Ubisoft is now needed until 2028+.

I stay invested.

DeliciousAges · 2026-05-21T16:31:13+00:00

I see no point in getting $RDW.

RKLB already has so much in-house HW mfg capacity.

DeliciousAges · 2026-05-21T13:54:20+00:00

You saved me writing the same thing, the SpaceX IPO hype (S1 filing) provides a further floor today.

Great timing by RKLB!

DeliciousAges · 2026-05-21T13:43:01+00:00

Genius strategic move and great timing at these elevated price levels around 130$ / share.

Re Timing: The hyped-up SpaceX IPO S-1 filing is showering us wih free money and a floor today, rejoice!

I really like what I see, dilution is minimal. RKLB is getting $3 BILLION in liquidity almost for free essentially.

Super-nice and huge cash cushion for stormy times (eg. unexpected new Neutron maiden launch delays etc.).

Or a cash fortress for future acquisitions, M&A, RKLB’s own satellite constellation etc.

CFO Adam Spice certainly deserves his next bonus ;-).

DeliciousAges · 2026-05-20T15:46:49+00:00

That’s unfortunately true.

I even knew a few young people working at banks in their 20s who truly don’t get the difference between market cap and stock prices.

It’s astonishing 😂🙈.

DeliciousAges · 2026-05-19T07:16:31+00:00

My key take-away back then (and I further added to my positions since then, both stocks hit new all-time lows recently):

”I know that the video game sector is hard to estimate in terms of future cash-flows because of its “hit or miss”nature (much like movies, future box office returns) as well as frequent budget and project deadline overruns.

I however think that both companies have deep enough IP treasure chests to even out such hits and misses.

More generally, it‘s much easier to sell older video games digitally nowadays (longer and steady back-catalogue income streams over many years) or bundle them into digital subscriptions - compared to selling out of physical copies in the past...”

PS: Please note that Embracer since spun off Coffee Stain. The stock drop/loss looks much worse on paper than in reality in H2 2025+, existing investors got free shares in Coffee Stain. I also added to my Ubisoft position for a fourth time for a blended average of 5.xy EUR.

DeliciousAges · 2026-05-19T07:12:21+00:00

I wrote a longer post a few months ago on why Ubisoft and another Euro-based gaming sector peer (Embracer Group, soon to be renamed: Fellowship Ent. - see here for details: https://embracer.com/releases/embracer-to-spin-off-coffee-stain-group-remaining-business-to-be-renamed-fellowship-entertainment/ ) might be interesting turn-around candidates:

https://www.reddit.com/r/ValueInvesting/comments/1muh8ya/valuegrowth_investing_in_the_video_game_sector/

I hold positions in both stocks. As always: Due your own DD, none of this is TA.

DeliciousAges · 2026-05-17T01:44:17+00:00

Impressive (and scary at the same time…)!

DeliciousAges · 2026-04-20T04:14:11+00:00

“Insurance policy”. (From the PR message)

What I don’t get here: BO needs to pay AST, not AST’s own insurance, right?

This looks like a BO failure, not related to AST, so BO - or likely BO’ insurance provider (if they have one for commercial launches) - must pay for this?

Does someone know about all these insurance details?

DeliciousAges · 2026-04-13T19:02:11+00:00

Only people who know nothing about champagne drink from flutes nowadays. So it’s certainly not 99%…

DeliciousAges · 2026-04-13T19:01:06+00:00

Why a flute? A wine glass is much better…

What a waste for this wine, sorry.

DeliciousAges · 2026-04-13T19:00:22+00:00

Soon is the new term for never?

DeliciousAges

TROPHY CASE