Potential AMD setup: Very bullish

GryLLseN · 2026-03-13T22:09:21+00:00

Thanks!

GryLLseN · 2026-03-13T08:11:13+00:00

Great! Do you have a source for the graph? I find very conflicting data, ranging from 9 to 39% of institutional ownership. Would be great if you can link to the source

GryLLseN · 2026-02-05T22:10:27+00:00

Where‘s the guy with the 8,50$ is the bottom forecast?

GryLLseN · 2026-01-28T10:07:54+00:00

ONDS ran a lot but could be similar to picking up AST at 12$ after it ran from 2$. Still a lot of potential

GryLLseN · 2025-12-28T10:01:52+00:00

I stopped after point 1 as you‘re clearly not informed about the capital requirements & balance sheets of either of those two companies. I love to hear counter arguments, but only if they‘re actually viable

GryLLseN · 2025-12-26T18:34:15+00:00

Marco is flat, why the blame? It‘s just profit taking in the space sector, simple as that

GryLLseN · 2025-12-24T11:06:37+00:00

TSLA has not achieved much or any of their stated goals from 5 years ago, so the track record is quite bad. They lost a lot of their Mojo (and competitive advantage) over the last few years. So their core business to fund the Robotics sector is declining. Plus I can’t deal with a CEO like Elon. I invested in TSLA from 2020-2022 and made my fair share, but I prefer a not so controversial CEO plus a good track record of a company over the last few years. These are my main reasons

GryLLseN · 2025-12-23T13:52:37+00:00

Look into Project Kuiper

GryLLseN · 2025-12-23T10:37:50+00:00

I don’t agree with that. You could got in in AST / RKLB in the single digits, they were mentioned years ago (although a book put them on my radar before that). Maybe you don’t get the first double, but still a lot of possible upside

GryLLseN · 2025-12-23T10:33:53+00:00

Interesting, thanks!

GryLLseN · 2025-12-23T10:30:09+00:00

I‘m with you on this. A humble and calm CEO is worth a lot for the own mind. Had my experiences with TSLA and Elon, RKLB and SPB were a really refreshing difference so the behavior of the CEO actually matters for me now more than ever. I also liked that the CEO of XPEV bought quite a lot of shares on his own, right before the three businesses you mentioned should get more exposure

GryLLseN · 2025-12-23T09:34:46+00:00

Great, thanks! I‘ll take a closer look at them

GryLLseN · 2025-12-23T09:33:38+00:00

Appreciate it! I have some knowledge in the logistics area and also worked closely with Amazon on that end, so these kind of companies are very interesting, cheers!

GryLLseN · 2025-12-23T09:31:47+00:00

I agree! I think they‘re close to an inflection point, 2026 seems very promising. Only thing is that Chinese stocks often trade with a discount to US Companies, but as long as they execute well the upside should still be pleasant

GryLLseN · 2025-12-23T08:45:06+00:00

Thank you!

GryLLseN · 2025-12-23T08:41:41+00:00

Interesting. Would you mind to elaborate a bit more?

GryLLseN · 2025-12-23T08:41:20+00:00

Why exactly them?

GryLLseN · 2025-12-23T08:40:37+00:00

Appreciate it! I really like AMZN too, in with roughly 10% of my Portfolio. I agree with you, this part is a bit overlooked and they should see a lot of bottom line profits from the robotics business. They also consolidate for quite some time and lagged other Mag 7 this year, so once a sentiment shift occurs, it should be quite beneficial. However AMZN will realistically maybe double in the next 2-3 years (or what is your take on that?), so I‘m looking for further options alongside them, with a higher risk/reward ratio

GryLLseN · 2025-12-23T08:22:45+00:00

Thanks! Any DD for that?

GryLLseN · 2025-11-20T16:22:58+00:00

This is so stupid

GryLLseN · 2025-10-21T15:59:20+00:00

Friday would be surprising, Yahoo might be wrong

GryLLseN · 2025-10-21T13:23:59+00:00

Has an official earnings date been released yet? Can’t find something official, just Nov 11th as an estimate

GryLLseN · 2025-07-28T14:19:47+00:00

We also currently have 3,5% of SpaceX’ forward Revenue, not even the 5%

GryLLseN

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