美国太空军预计未来十年美国发射需求可能进入爆发式增长: 从2026年的175次增加至2036年的3000次。
$RKLB $FLY $YSS $RDW $LUNR $VOYG
Mottbox: The US Space Force projects a combined annual launch activity at Cape Canaveral + Vandenberg to increase from roughly 175 launches in 2025 to 3000 by 2036 - this does not include Wallops Flight Facility in Virginia which will also be ramping up launch activity over this time
$RKLB $FLY $YSS $RDW $LUNR $VOYG
Mottbox: The US Space Force projects a combined annual launch activity at Cape Canaveral + Vandenberg to increase from roughly 175 launches in 2025 to 3000 by 2036 - this does not include Wallops Flight Facility in Virginia which will also be ramping up launch activity over this time
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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……
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……
Show More
$BKSY 周线inside week, 日线EMA8上方牛旗盘整中。
TraderGoku: 太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU
TraderGoku: 太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU
太空是目前显而易见的领导板块之一：
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU $UFO
Department of War CTO: We have the high ground. 🇺🇸 🛰️
1. 地缘政治风险推动国防预算大幅提升。
2. SpaceX 潜在 IPO 重塑太空板块估值锚。
3. $IWM 挑战历史新高，为高 beta 资产提供顺风环境。
BIG MONEY is made in big trends.
$RKLB $ASTS $PL $LUNR $RDW $VOYG $BKSY $FLY $KRMN $VSAT $DXYZ $SATS $MDA $SIDU $UFO
Department of War CTO: We have the high ground. 🇺🇸 🛰️
👀 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.
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.
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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.
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.
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11 SECTORS THAT WILL DEMAND BILLIONS IN CAPEX BY 2035:
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defense:
$KRKNF
Space Infrastructure:
$ASTS
$RKLB
$PL
$RDW
$SATL
Grid Resilience:
$TE
$EOSE
Tech
$ZETA
$HIMS
$SOFI
$VOYG
Robotics/Automation
$PATH
$RR
$AUR
Chips:
$AMD
$POET
Compute Memory:
$MU
Positioning for necessities. Still early.
Bookmark this for later.
Not financial advice.
Edge AI Autonomy:
$OSS
Defense Provider:
$KOPN
$LPTH
AI Hyperscale:
$IREN
$NBIS
$CIFR
Drone Defense:
$ONDS
Subsea Defense:
$KRKNF
Space Infrastructure:
$ASTS
$RKLB
$PL
$RDW
$SATL
Grid Resilience:
$TE
$EOSE
Tech
$ZETA
$HIMS
$SOFI
$VOYG
Robotics/Automation
$PATH
$RR
$AUR
Chips:
$AMD
$POET
Compute Memory:
$MU
Positioning for necessities. Still early.
Bookmark this for later.
Not financial advice.
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