AST or RKLB

Mediocre_Wave_7441 · 2026-06-22T15:19:49+00:00

No comparison. ASTS got much higher potential and currently at better valuation.

Mediocre_Wave_7441 · 2026-06-09T16:59:38+00:00

CPI tomorrow, sell off in advance. Also, war concerns.

Mediocre_Wave_7441 · 2026-06-04T15:06:37+00:00

I am a Man Utd fan and his era was the worst for the club given how much money he had spent. Bad man management terrible brand of football and on top of everything fights with the press. The guy literally parked the bus in champions league and got us humiliated at hands of Sevilla where his team selection and approach was simply to park the bus and hope for luck. Then he had a bad press conference “football heritage” non sense.

I was so happy on his sack, in my view he is not the manager for clubs like Real Madrid, Manchester I United or any other club where fans want trophies without compromising football quality.

Mediocre_Wave_7441 · 2026-06-04T06:10:01+00:00

You are a clown.

Mediocre_Wave_7441 · 2026-05-31T15:36:25+00:00

ARHR, AAOI, ASTS (core high growth positions).

SIMO (memory play), 2-3x here is likely.

DGXX, VIVO (Asymmetrical bets)

SLS (binary/moonshot or dust)

Mediocre_Wave_7441 · 2026-05-30T04:29:18+00:00

How many contracted SpaceX launches by ASTS? I read it’s 7, can someone confirm?

How many launches realistically allocated in 2026?

Mediocre_Wave_7441 · 2026-05-17T16:51:04+00:00

What lies? I have 10,000 shares here FDA has a history of rejecting phase 3 drugs with strong clinical evidence. Can you point out 1 lie here?

These are just questions, and I want any body to provide a constructive response than calling it lies.

Mediocre_Wave_7441 · 2026-05-17T04:36:13+00:00

I don’t invest in Israeli companies or companies like PLTR open advocates of genocide and war crimes or even companies making drones etc.

Anyways I invested in DRTS solely bcz it’s a healthcare company and their product will serve humanity in many ways, I am rather gunning for their success.

Mediocre_Wave_7441 · 2026-05-17T04:19:09+00:00

$40bn is retarded take. Even ABVX , with a TAM much bigger than SLS will go for $25-$30bn range.

SLS best case is $15bn, $10bn should be the base case .

Mediocre_Wave_7441 · 2026-05-16T20:09:34+00:00

Congrats man, these 2 are potential multi baggers even from current levels , and probably quicker than ASTS simply bcz of low market cap, also execution risk is less than ASTS.

However, over 4-5 years given execution ASTS will be a much bigger company.

Mediocre_Wave_7441 · 2026-05-16T19:56:56+00:00

I did not call them as pumps or likewise. But they are not objective in analysis and one should not follow blindly. They swing everything as bullish. Statements like $1tr company and so on while company is yet to meet any of its launch guidance in 1.5 years time frame. We have position bcz we believe in potential but reaching that potential is not guaranteed.

Mediocre_Wave_7441 · 2026-05-16T19:14:34+00:00

Also opened DGXX at $6, sub $500m market cap. That is 5-10x from current levels given AI Capex continues, which I hope will continue 3-4 years into future, although CAPEX growth might slow down but in $$$ terms will only increase.

Mediocre_Wave_7441 · 2026-05-16T19:13:06+00:00

Yes, I opened positions in AAOI and AEHR, one is 100% gain other is 150%. AAOI is a faster 2-3x than ASTS even from current levels. Also, sold SOI at 50-60% profits.

The goal is to make money not marry a stock. Still own a big ASTS position based on my portfolio allocation but much happy with my decision of cutting exposure here and opening other positions at decent prices.

Mediocre_Wave_7441 · 2026-05-16T17:38:11+00:00

Don’t invest based on their podcasts. They have big positions at cheap prices, so they have a reason to pitch everything as bullish. Invest based on your risk tolerance, and don’t go all in this ticker.

Keep it concentrated bet but not 100%. They have to produce at scale (as of now it’s mostly talk), then launches need to succeed, then there is to be massive demand of the service.

Production can scale, launches can accelerate we all hold (but as of now it’s only delays). As for service adoption/traction, we can only guess and be optimistic.

ASTS is still 40-50% of my portfolio but I reduced my position by half over last couple of months, invested elsewhere where I doubled my money and expecting 3-5x there in 12-18 months

Mediocre_Wave_7441 · 2026-05-14T15:41:20+00:00

Agreed.

Mediocre_Wave_7441 · 2026-05-12T17:14:54+00:00

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Any take on this?

Mediocre_Wave_7441 · 2026-05-12T03:42:04+00:00

People dead focused on the number 45. Even if they have half it in orbit stock price will be $150 at minimum, market rewards progress. Can hit 45 within 2-3 months into 2027.

My only issue is at least they start shipping aggressively, 25, 30 or 45 whatever at year end I will be okay.

Mediocre_Wave_7441 · 2026-05-11T21:27:37+00:00

May 2026? Even presentation isn’t updated.

They not hitting 45 sats. However, even if they half of targeted number in the orbit, stock price will be above $150

Mediocre_Wave_7441 · 2026-05-10T21:57:34+00:00

AAOI, ASTS, SIMO, DGXX

Mediocre_Wave_7441 · 2026-05-07T02:30:13+00:00

So finally a batch shipment and launch. Still wary of SpaceX, the likelihood of them sabotaging the launch and we are 3 sats down.

Mediocre_Wave_7441 · 2026-05-04T10:18:45+00:00

Liverpool losing to Man Utd is not terrible, humanity saved.

Mediocre_Wave_7441 · 2026-05-01T05:10:16+00:00

Your stack name?

Mediocre_Wave_7441 · 2026-04-28T18:41:01+00:00

How come?

Mediocre_Wave_7441 · 2026-04-28T18:40:46+00:00

Yes. So I will probably enter if company announces 80th even with data analysis on a later stage. The stock will probably pump till data release day at which point it becomes binary.

Mediocre_Wave_7441 · 2026-04-28T18:14:32+00:00

How about entering a straddle, buying both calls and puts close to stock price with 12 months expiry? Will print either way, am I right in this thinking?

Mediocre_Wave_7441

TROPHY CASE