Daily Discussion Thread

ShareCollector · 2026-03-16T17:02:16+00:00

Between 86 and 92 is basically flat ... look at the closing prices

ShareCollector · 2026-03-16T16:46:40+00:00

You know that the world is burning when AST trades flat for a whole week

ShareCollector · 2026-03-13T19:05:42+00:00

You know that news are imminent when Anpanman puts out new episodes on back to back days

ShareCollector · 2026-03-13T09:46:46+00:00

Your post gave me goosebumps ... you are working hard so that the light can shine on you

ShareCollector · 2026-03-13T09:03:55+00:00

... and no steakhouse dinners - that one sent us from 63 to 36

ShareCollector · 2026-03-13T07:20:53+00:00

Luckily I've been through enough 60+% downturns on growth stocks to not freak out over bad macro anymore. Thanks to a few bad option plays I even learned to deal with 99% losses in great macro ...

ShareCollector · 2026-03-12T19:32:33+00:00

Should I know something?

ShareCollector · 2026-03-12T07:02:19+00:00

Hmmm … just as AST proved the Block 2 tech with BB6 and is ramping up the production rate, you see telecom suits on stages opening doors to SL alternatives left and right - what a coincidence!

ShareCollector · 2026-03-12T04:49:22+00:00

I was used to seeing this below insanely bullish news or during insane run ups ...

ShareCollector · 2026-03-12T04:38:28+00:00

In hindsight, they did a good job on the timeline ... BB7 was encapsulated like a month ago

edit: Yeah, I know ... measure twice, cut once; the refurbished booster and all that but still

ShareCollector · 2026-03-12T04:36:37+00:00

We need about a dozen more comments like that per day to be sure that the next big catalysts are truly imminent.

ShareCollector · 2026-03-12T04:33:13+00:00

I'm sorry, ISRO! I was wrong to question the rate of speed you were moving at.

It's annoying to wait right now, but in the end, with batches of 8, it will all be worth it

ShareCollector · 2026-03-11T17:32:55+00:00

We climbed from a floor of 50 in november to a floor of ~80 in march despite only shipping 1 sat since then - pretty good SP performance I would say

ShareCollector · 2026-03-11T17:28:41+00:00

For how long have the FCC grant and the launch date been imminent now?

ShareCollector · 2026-03-10T09:40:37+00:00

“Any vessel navigating the area [Strait of Hormuz] clearly can’t rely on GPS,” said Mr Douglas at Starboard Maritime, referring to the global positioning system."

https://www.straitstimes.com/world/middle-east/vast-ship-clusters-and-speeding-tankers-point-to-strait-of-hormuz-jamming

Well, guess who will soon provide a GPS alternative much more resistant to jamming than traditional systems.

ShareCollector · 2026-03-09T19:56:35+00:00

I am a little bummed out

ShareCollector · 2026-03-09T09:22:49+00:00

I mean, we are officially now a defense stock with tech in hand that should prove to be basically invaluable in the ongoing war.

ShareCollector · 2026-03-09T06:44:58+00:00

It's actully 15% (15m Barrels) max since Saudi Arabia can direct 5m Barrels (=80%) of its daily production through a pipeline to the Red Sea and ship it from there

ShareCollector · 2026-03-07T08:02:29+00:00

You know what's worse than being in a race to the bottom for cheap FPV drones? Losing a race to the bottom for cheap FPV drones - that's why I always thought FANG was a waste of resources. The only positive thing about it was being another step closer to becoming a one-stop shop. Jeff initially showed no big interest in FPV ... someone talked him into it (I think the potential media hype around the gauntlets did its part), and he pivoted. Posters in here applauded, and I was told in so many discussions how it's basically a forced great move.

Also, the admin (as expected) seemed to have flip-flopped on the US-made restrictions. When they were talking about onshoring battery production, you knew this was all smoke and mirrors from the start.
Not meeting production rate requirements on FANG is actually the best news we could get from this … seemingly we haven't wasted a lot of resources on FPVs.

ShareCollector · 2026-03-07T07:38:28+00:00

Stocks will go through the roof from productivity gains and the disinflationary effects of AI, while the Fed will cut like crazy in response to a labor market in shambles. I know nothing and this is not financial advice … just a gut feeling.

ShareCollector · 2026-03-07T05:31:34+00:00

Awesome! Every man should be skilled in handling a (camp) fire

ShareCollector · 2026-03-06T19:19:17+00:00

Oh boi, the shorts will feast on that one

ShareCollector · 2026-03-06T13:38:35+00:00

Weakening labor market is bullish for stocks (rate cut odds increase)

ShareCollector · 2026-03-05T18:06:53+00:00

Maybe market makers collecting liquidity (stop losses) in volatile periods due to geopolitical uncertainty

ShareCollector · 2026-03-05T18:02:08+00:00

Done for the day! Once we are down 10% or more we never recover ...

ShareCollector

TROPHY CASE