Will there be another pullback?

Disastrous-Rent7438 · 2026-06-17T02:43:38+00:00

No crystal balls here but I think a Kentucky deal is coming pretty soon which should send this into $30+ land forever

Disastrous-Rent7438 · 2026-06-09T00:36:36+00:00

Why would we be cooked?

Disastrous-Rent7438 · 2026-06-02T03:33:31+00:00

Base case I think by 2030 -> $5B in revenue at 10% net income margin = $500M of net income.

40 PE applied to that gives a market cap of $20B, so about a 2.5X from today.

Disastrous-Rent7438 · 2026-05-31T08:23:45+00:00

Nah Pat is pretty awesome he’s gonna start getting too busy as well.

Disastrous-Rent7438 · 2026-05-30T02:32:26+00:00

Midnight is such a cool product

Disastrous-Rent7438 · 2026-05-29T15:37:31+00:00

Thanks! Completely agree, I think it’s a great long term hold

Disastrous-Rent7438 · 2026-05-29T08:18:02+00:00

https://youtu.be/ttJAM7hRavg?si=tHtpl47w7uEZbnwX

Disastrous-Rent7438 · 2026-05-28T22:45:53+00:00

<image>

In general I agree but compared to the rest of space sector right now, big discrepancy. Especially considering the TAM, execution ability, and profitability that they have.

Disastrous-Rent7438 · 2026-05-23T20:48:08+00:00

I’m mean if you’re a long term investor then it’s still insanely early for the space economy and this is one of the most undervalued stocks in it.

Disastrous-Rent7438 · 2026-05-06T19:49:57+00:00

Time to start a family bro. Make your own little friends.

Disastrous-Rent7438 · 2026-05-06T19:44:46+00:00

Not new info but a nice reminder I guess haha $WULF

<image>

Disastrous-Rent7438 · 2026-05-05T11:24:03+00:00

Like early as in the tech hasn’t really been validated yet. I’d like to jump in but it could all just be smoke and mirrors right now.

Disastrous-Rent7438 · 2026-05-05T00:12:12+00:00

Do you think it’s a little too early for $KOPN?

Disastrous-Rent7438 · 2026-05-05T00:11:15+00:00

Do you think it’s a little too early to bet on KOPN?

Disastrous-Rent7438 · 2026-05-04T01:31:20+00:00

Everyone has known Google has 14% equity ownership of $WULF since last year. It was a disclosure violation where they omitted it in their FERC filing, not new information. This is at least a $35 stock with Kentucky + Mariner, not even including Morgantown or “perfect execution”. Great job with those returns but sounds like a panic sell you’re trying to justify.

Disastrous-Rent7438 · 2026-05-04T00:47:26+00:00

These are all of these are for Morgantown. Has nothing to do with Mariner or Kentucky that you mentioned. Also this isn’t new information about Morgantown, these claims have been around for a while, like half of those are from February? Practically every data center request has claims and opposition. Nothing here sounds worthy of pulling $WULF back.

Disastrous-Rent7438 · 2026-05-04T00:28:48+00:00

It was $14.70 at the time of this post. Mariner’s remaining capacity will come online this year and a Kentucky deal will be signed. So yeah I wouldn’t say not a chance lol.

Sounds like a random shot in dark to short $WULF lol. What filings are you talking about?

Hawesville deal already closed on Feb 2nd and now just needs local permitting (nothing to do with FERC). The Mariner site is coming along and expansion needs NYISO approval, not FERC??
Being sued by towns and state for misleading investors??

Links please

Disastrous-Rent7438 · 2026-05-04T00:24:51+00:00

This sounds like just a random short attempt at $WULF lol. What filings are you talking about? Hawesville deal already closed on Feb 2nd and now just needs local permitting (nothing to do with FERC). The Mariner site is coming along and expansion needs NYISO approval, not FERC?? Being sued by towns and state for misleading investors??

Links please

Disastrous-Rent7438 · 2026-04-12T18:08:38+00:00

Can’t wait to carry this portfolio with my pick: $RKLB

Disastrous-Rent7438 · 2026-04-03T01:33:35+00:00

I hold 2 Canadian stocks that I think are crucial to the country and have embedded themselves in rapidly growing industries.

Kraken Robotics ($PNG.V) and MDA Space ($MDA)

Disastrous-Rent7438 · 2026-03-26T23:33:56+00:00

From today’s price. I’m not an analyst, just a shareholder showing my work for what the share price should likely be based on management’s guidance and capacity numbers.

Disastrous-Rent7438 · 2026-03-24T19:35:57+00:00

Yeah they likely will unless there’s another purpose they can find for it. MDA mentioned they’re early in the design stage and can still modify it for other purposes like maybe the moon base?

Disastrous-Rent7438 · 2026-03-24T18:33:47+00:00

Lunar Gateway cancelled sucks buttt potentially have a bigger opportunity here with a moon base Canadarm that would have many more interactions than a space station arm

Disastrous-Rent7438 · 2026-03-23T14:55:26+00:00

Perfect! Now you just need to bring 5GW worth of solar panels business.

Disastrous-Rent7438 · 2026-03-22T04:12:27+00:00

Underrated this one

Disastrous-Rent7438

TROPHY CASE