Top 10 Longs for 2025 in order of size. I am a long term holder more than trader, but am making a couple changes $ASTS $21.10 $SEUSF $0.815 $GLNG $42.32 $KOS $3.42 $QS $5.19 $ORGN $1.28 $PBR A $11.84 $BAK $3.86 $BABA $84.79 $ECO $21.26

@cw30720668 It’s gonna be $ASTS as the revenue in 2026 will be greater for AST than $RKLB. I think there is visibility to >$1b

RT @aurora_inno: We're set for an extraordinary year ahead. With our April Commercial Launch on the horizon, we're on the brink of transfor…

@mottbox_ Those numbers could easily be achieved in 2026….

@GaryTeplis

@kingtutcap @Reformed_Trader

@Jake84687923117 @ASTSMoon I agree, I think a locked in launch schedule / campaign timeline is what most are waiting for to further line out. And proof that they are manufacturing at speed. Once they prove that it’s simply a discounted cashflow calc.

@Megaconstellati @FREESPEECH1017 They really should IPO later this year as they will likely be at highest growth rate & ARPU prior to Kuiper & others coming online. Seems like it would make sense to go this fall.

@EricTheUmpire Mistakes have been made

@RocketLabrador

@DeepValueBagger Ah man, I thought we became friends when you followed me. Darn it

@cw30720668 No need to debate, own both. Both have a phenomenal outlook.

@Tim_X94 Just wanted to share that I think of the numbers you shared have already spent ~$150m so the cash pile looks even better.

@Tim_X94 Yeah I agree your method keeps it very simple and clean! I’m not sure the market has fully grasped that $ASTS is under 12 months to substantial revenue & fully funded past that point. And if you wanted to be crazy you could argue it could start rolling out in around 6months.

RT @Willow1628: $ASTS 🚨Cash Flow break even in less than a year with a clear line of site to BILLIONS in Revenue Generation🚨 “A fleet of 2…

@marketplunger1 Very very true, currently doing that on $GLNG $ASTS $RKLB Also on $PBRA but that’s more just flat due to massive dividends

So appears that usable payload faring length is between 6.5-7m for a large diameter payload. Could get to 9.1m at a 3.7m width. So likely would only fit 2 BlueBird Block2s but ultimately we don’t know, maybe could shove 3 in there.. but doesn’t seem likely. $ASTS $RKLB

RT @Carlos_MoraM: ⛵️Golar LNG - Updated Investment Thesis • Full review of all assets and signed contracts (Special detail for 🇦🇷: Petrona…