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Jimmy狐狸 @xmanreturn · Feb 27

今天更后悔没有早点写 $aaoi 的深度分析了，我建仓时还是40的价格，50时补了些，那时候如果写出来可能很多朋友也能吃到肉了。

我今天在70刀的价格止盈了 1/3，看来还是保守了啊

但今天严重超买，大盘不好的情况下明天也许能回调，下来以后也还有机会补仓的

现在大家已经意识到 AAOI 的潜力了，但营收会在2027年指数级提升，在此之前应该都有机会

Jimmy狐狸: 要写公众号文章了，但是不知道该分享哪一只

最近研究了 $AAOI , $VOYG , $AMPX ，另外还有 $LPTH, $OSS $UAMY 我觉得也是很好的公司， $ASTI 我经常在推里提到，文章里也简单的提过，但似乎没有深度解读过。

你们想看哪家公司的深度解读？

投票只能有四个选项，假如有其他想法可以直接回贴……

$AAOI $AMPX $ASTI $LPTH $OSS $UAMY $VOYG

Jimmy狐狸 @xmanreturn · Feb 13

最近我每隔两天都会发 $ASTI 的抽风……

今天单日狂跌了 28%

微型公司，市值大概也就 $50M，股价会随着市场情绪、各种小道消息而大幅震荡

一天上下 20%+ 也不少了

做 T 高手的机会……

我因为时差的关系，不能 day trade，可惜

我还是会等大合同落地的消息

另外我买的早，成本低，无所谓了

Jimmy狐狸: $ASTI 整天抽风，上蹿下跳

再这样搞，我就要做玩命做 T 了……

$ASTI

Jimmy狐狸 @xmanreturn · Feb 10

$ASTI 整天抽风，上蹿下跳

再这样搞，我就要做玩命做 T 了……

Jimmy狐狸: $ASTI 又在抽风式上涨了……

这一天天的，又没有实锤大合同，这么涨我也不知道是不是该止盈

anyway，还是止盈了一点，落袋为安

$ASTI

Jimmy狐狸 @xmanreturn · Feb 6

VIX 下降

$BTC $ETH 回涨

so far so good

这里看 Russell 2000 下跌，应该是 google finance 数据错误

实际是上涨 2% 的

Jimmy狐狸: 美股盘前，股价普遍反弹

$IREN 从盘后的最低 $29，到现在的 $37

市场终于反应过来，前两天是过度反应了吗

但盘前毕竟交易量小，需要开盘后确认。

这两天我疯狂加仓：

$GOOG
$TER
$TE

略加了一点：

$NBIS
$ASTI
$MU

我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV

$ASTI $BTC $ETH $GOOG $IREN $LMND $MU $NBIS $PL $SERV $TE $TER $ZETA

Jimmy狐狸 @xmanreturn · Feb 6

美股盘前，股价普遍反弹

$IREN 从盘后的最低 $29，到现在的 $37

市场终于反应过来，前两天是过度反应了吗

但盘前毕竟交易量小，需要开盘后确认。

这两天我疯狂加仓：

$GOOG
$TER
$TE

略加了一点：

$NBIS
$ASTI
$MU

我卖了很多 $PL ，清掉了 $LMND $ZETA $SERV

今天如果仍然暴跌，那就是结构性熊市了。我会清掉所有的其他，集中到 $GOOG $TER $LQDA $TE

另外也要观察 $ETH 能不能守住 $1800， $BTC $60,000

$ASTI $BTC $ETH $GOOG $IREN $LMND $LQDA $MU $NBIS $PL $SERV $TE $TER $ZETA

Jimmy狐狸 @xmanreturn · Feb 5

$ASTI 又在间歇性的抽风

短线做T的高手，玩这只股票可太爽了

我偶尔做止盈或抄底，然后就等大单或被收购，这两个事件之一兑现

Jimmy狐狸: 就在我疑惑，为什么 $ASTI 今天又抽风式上涨时，我看到了下面的推。

原来又是Elon Musk一条推闹得。

SpaceX将部署的太空数据中心，会使用和 $ASTI 类似的太阳能板技术。

$ASTI

Jimmy狐狸 @xmanreturn · Feb 2

就在我疑惑，为什么 $ASTI 今天又抽风式上涨时，我看到了下面的推。

原来又是Elon Musk一条推闹得。

SpaceX将部署的太空数据中心，会使用和 $ASTI 类似的太阳能板技术。

Reformed Tr🅰️der: $ASTI SpaceX using tech that matches what Ascent has. Either SpaceX has their own tech that is similar or they will possibly use Ascent's tech. In my mind, either way you slice it if an public investor wants exposure to this they are buying ASTI till SpaceX is public.

*NFA

$ASTI

Black Panther Capital @BlackPantherCap · Jan 25

👀 Most mentioned asymmetric investments at the moment:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

B2C SaaS Provider:
$SOFI
$HIMS
$OPEN

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF
$VOYG

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $HIMS $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OPEN $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $SOFI $TE $UMAC $VOYG $WULF $ZETA

Black Panther Capital @BlackPantherCap · Jan 25

🔖 Bookmark this!

Simple way to start of your research:

1. Identify trending sectors.
2. Identity the bottlenecks.
3. Identify gov. tailwinds.
4. Identify opportunities.
5. Analyze fundamentals.

Trending sectors with bottlenecks, tailwinds and great opportunities with asymmetric upside:

Energy:
$TE
$BE
$EOSE

Technology:
$OSS
$LAES
$UMAC
$PATH
$ZETA
$POET

Datacenter:
$IREN
$NBIS
$CIFR
$NUAI
$WULF

Defense:
$ONDS
$KRKNF

Space:
$RKLB
$ASTS
$SATL
$RDW
$ASTI
$PL

Robotics
$RR

Note. This is not financial advice. Content is only for educational purposes.

Turn on notifications 🔔 for alerts on new posts.

$ASTI $ASTS $BE $CIFR $EOSE $IREN $KRKNF $LAES $NBIS $NUAI $ONDS $OSS $PATH $PL $POET $RDW $RKLB $RR $SATL $TE $UMAC $WULF $ZETA

Black Panther Capital @BlackPantherCap · Jan 23

I’ve been asked a lot lately what I’m looking at right now.

So, here is my 19-stock watchlist for my short-term portfolio “the 𝕏-periment”.

My goal for this portfolio is to convert $2,000 to $100,000 as fast as possible.

First entry $ASTI, stop loss hit at -5%.

Switched to $IBRX. Now up 50%.

Portfolio runs 1-3 high-conviction positions max. Strict stop loss. Fast profit taking on upside.

Early stage focus: 2X repeatedly and quickly.

Holdings right now:
$IBRX

Current Watchlist:
$BURU
$NUAI
$UMAC
$LASR
$ASTI
$RDW
$SATL
$VOYG
$AUR
$POET
$MBLY
$KOPN
$LPTH
$HIMS
$PATH
$OPEN
$RKLB
$PL
$RR

Hope you can use the list somehow.

Note. Not financial advice.

$ASTI $AUR $BURU $HIMS $IBRX $KOPN $LASR $LPTH $MBLY $NUAI $OPEN $PATH $PL $POET $RDW $RKLB $RR $SATL $UMAC $VOYG

Black Panther Capital @BlackPantherCap · Jan 19

Day 19/365 of The 365-Day Pact

- Monday is here. All waiting for some PM-indications.
- Expecting a dip this week? No worries, I got your back.
- Gonna smash a lot content out the next 24h. Hang in.

I f*cking love mondays man!

Go make a great day champs.

Onwards,

-BP

The 365-Day Pact:
Start: 1,207 followers
Gain: +4,762🔥
Total: 5,969
Pact: Intact

The 𝕏-periment: $2,000 to $100,000
Status: Up 13%

I post on X daily for 365 days straight to teach my daughter that dreams are built from tiny, boring, daily promises kept.

Focus: Portfolio stocks $IREN, $CIFR, $NBIS, $ONDS, $TE, $ZETA, $ASTS, $KRKNF, $OSS, $ASTI and other growth plays on radar.

Read the origin post here:
https://x.com/blackpanthercap/status/2006713041316982791?s=46

$ASTI $ASTS $CIFR $IREN $KRKNF $NBIS $ONDS $OSS $TE $ZETA

Black Panther Capital @BlackPantherCap · Jan 15

Day 15/365 of The 365-Day Pact

As of today I’ll be launching project: ‘Xperiment.’

I’ve started a new investment account today with $1500 for asymmetric bets.

The goal is simple;

to convert $1.500 to $100.000.

No options, no leverage. Only high conviction.

I initiated my first (risky) and only position in $ASTI today.

Short why:
> Chart above (1H) 20SMA.
> Potential breakout on the way.
> Institutional increase during December.
> $ASTI has signed 18 NDA’s in 2025.
> Unique solar product for space.
> Close collaboration with NASA.

$ASTI market cap in only $25M extremely small.

1 deal and contract this could skyrocket 5-10X.

Note. This is not financial advice. Please do your own research. I normally don’t invest in penny stocks, but do it as apart of this project.

Wish me luck.

Onward.
-BP

Project Status:
Start: 1,207 followers
Gain: +3,561🔥
Total: 4,768
Pact: Intact

I post on X daily for 365 days straight to teach my daughter that dreams are built from tiny, boring, daily promises kept.

Focus: Portfolio stocks $IREN, $CIFR, $NBIS, $ONDS, $TE, $ZETA, $ASTS, $KRKNF, $OSS, $ASTI and other growth plays on radar.

Read the origin post here:
https://x.com/blackpanthercap/status/2006713041316982791?s=46

$ASTI $ASTS $CIFR $IREN $KRKNF $NBIS $ONDS $OSS $TE $ZETA