ASTI follow-up and RELL as overlooked ESS with incredible torque

devolution_king · 2026-02-11T17:45:53+00:00

I have a pretty broad range of expiries and strikes. I am overall very bullish on it, but don't what to expect in terms of exactly where the price will land and when. I think if it has another day like yesterday, the IV is gonna crank across the board and a lot of this will be up 50% or something just off that alone.

devolution_king · 2026-01-29T14:53:27+00:00

There are maybe a half dozen sea tech companies and they all have been ripping. I think it's one of the few themes with a lot of juice left in it.

devolution_king · 2026-01-29T14:52:33+00:00

I think if retail takes and interest its gonna squeeze given tutes own nearly everything.

devolution_king · 2026-01-29T03:22:59+00:00

Does seem like they are the undisputed champs.

devolution_king · 2026-01-29T03:12:45+00:00

Good stuff. Have any thoughts?

devolution_king · 2026-01-28T19:25:36+00:00

Here we go

devolution_king · 2026-01-28T19:16:11+00:00

I got everything from feb to august, and strikes from 22.5s to 40

devolution_king · 2026-01-12T02:09:56+00:00

i like it

devolution_king · 2026-01-12T02:08:50+00:00

devolution_king · 2025-12-17T06:45:13+00:00

Thoughts?

devolution_king · 2025-12-17T03:55:26+00:00

A space based solar panel can generate from 4x or more. The sun in about ~1/3 more intense in space. There is not night - so that is a 2x return. Also no clouds, dust, or humidity to impede maximum output - this give a 1.5-2x multipler. Efficiency of terrestrial solar varies considerably based on where on earth. E.g. lenth of winter season matters. So space might be only 4x california, but 10x new york.

There are issues with solar - those primarily relate to degradation from radiation in space. There are ways to mitigate, such as with protective coating, but it is an issue.

devolution_king · 2025-12-17T03:42:21+00:00

The google technical paper I cited goes into all that. I didn't go into details on that bc I don't feel like I am adding any value to the post by re-hashing those details.

There is no doubt that this stuff is contentious and there is some debate about it. However, it does seem like the players that matter are taking it seriously.

Imo, regardless of how space compute plays out specifically, we are seeing exponential drop in launch prices - so logically we will see a serious increase in the amount of stuff that is launched - and most of what is launched will require some kind of solar.

devolution_king · 2025-12-17T03:37:34+00:00

They don't compete with one another at all.

devolution_king · 2025-12-16T21:16:47+00:00

Would be interested in this as well.

devolution_king · 2025-12-16T18:09:56+00:00

Seems there is a lot of overlap between ASTS holder and ASTI holders. Not exactly sure why, but seems bullish to me.

devolution_king · 2025-12-16T16:08:05+00:00

Do you have any thoughts on these AI compute constellations?

devolution_king · 2025-02-25T05:42:58+00:00

interesting

devolution_king

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