Contrarian Edge @pledisme

@Incite_corp Great analysis. I appreciate the balanced view on $ASTS. I’m watching both price action and execution closely. Do you think the current valuation already reflects the dilution risk, or could further financing still put significant pressure on shareholders?

🚨 Wall Street is changing the rules for growth stocks. AI giants are facing tougher questions about returns on massive spending. For $ASTS, the lesson is clear: a huge market opportunity isn't enough. Investors need proof of execution, reliable service, and a path to recurring revenue. In this market, does the story still matter — or does cash flow win?

The space race is entering a new phase. 🚀 $ASTS needs to prove its network can scale. $RKLB needs to prove Neutron can fly. The market rewards milestones, not promises. Which company delivers first? 👀

🚀 Two space stocks. Two different execution tests. $ASTS must turn satellite deployment into reliable mobile broadband and recurring revenue. $RKLB must prove Neutron can move from development delays to a successful first flight. Both have huge ambitions. But ambition alone doesn't justify a premium valuation. Which milestone matters more to investors now: ASTS scaling service or RKLB flying Neutron? The next phase of the space race is about execution.

🚨 $ASTS is entering its most important test: execution. The company has enabled 3,000+ U.S. coverage cells, with roughly 5,600 targeted before year-end. But activating infrastructure is only step one. Reliable coverage, satellite capacity, and paying customers will determine whether the vision becomes a scalable business. The real question: can execution catch up with expectations?

🚨 $ASTS: The next battle may be fought on spectrum, not in space. Satellites can be built. Rockets can launch. But without the right spectrum access, scaling direct-to-phone service gets harder. Viasat is challenging ASTS’s overseas spectrum request. Meanwhile, European telecom giants are exploring a joint satellite-spectrum bid. Could regulatory access become ASTS’s biggest competitive advantage — or its biggest bottleneck?

🚨 $ASTS faces its real test. Europe brings opportunity. Year-end coverage brings expectations. But intermittent service is not the same as reliable broadband — and partnerships aren't revenue. The bull case is real. So is the execution risk. What matters more now: satellite deployment or paying customers?

🚨 The real $ASTS debate isn't market size. It's execution. 60+ carrier partners. 3B+ subscribers represented. But partnerships don't equal paying customers—and intermittent coverage isn't a finished network. Can ASTS turn its massive potential into reliable service before investor patience runs out? That's the real bull vs. bear battle. 🔥

🚨 $SPCX has a trillion-dollar ambition—but at what cost? Q3 revenue: $14.6B. Net income: $4.4B. Q4 capex guidance: $35B–$40B. The bull case: massive investment builds the next growth engine. The bear case: growth gets expensive fast. Is $SPCX building the future—or spending ahead of itself?

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THE BULL MARKET IS $100% CONFIRMED. This is the calm before the storm...

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The US is tapping its final diesel lifeline: The Emergency Reserve. This reserve was used only once before, during Hurricane Sandy in 2012 - an ACTUAL national emergency. Now, the admin is releasing 315,000 barrels in an attempt to bring prices down. There's one problem though... 315k is barely a dent in the market. The East Coast alone consumes around 1.2 million barrels a day. Trump is clearly desperate and it shows.

BREAKING: Iran announces it will now attack US bases in the region if any more commercial vessels continue to transit the US-backed southern Omani corridor of the Strait of Hormuz. "This is a serious warning," the statement adds.

Live by the sword, die by the sword. Those who pick fights with me should understand that I will find out who is really pulling the strings and come for them, not just their puppets …

POLITICO @politico

3 days ago

Capitol agenda: Dem gavels are coming for Elon Musk politi.co/4dPcGpd

1K 422 3K 5.9M 563

Total Hyperscaler off balance sheet debt as of Oct 21: $3.6 trillion (with META and SPCX reporting). Expect this to cross $4 trillion when the rest report.

Elon Musk employs 160,000+ Americans across several companies with good paying jobs... SpaceX made 4,400 employees millionaires when it went public... Elon donates $11 billion+ in SpaceX stock to children... Democrats outraged and vow to hold Elon accountable...

No crypto wallet is 100% safe. No software is bug free. No tech is 100% secure. There are risks in everything you do. There are risks if you don't do anything. There will be issues, setbacks and problems to solve. Stay up-to-date. Manage risks. Solve problems.

BREAKING: Peter Diamandis says SpaceX is now a super intelligence company, and nobody is better than Elon at building energy and infrastructure. “SpaceX has stopped being just a rocket company. It’s now a super intelligence company. It’s a global communications company. It’s a dominant infrastructure company. There’s nothing like this. “We’ve also learned that chips are no longer the bottleneck. It’s energy and infrastructure. And nobody is better at building energy systems, infrastructure systems than Elon.”