Tech Investor

Tech Investor@techinvestoor

$RKLB $ASTS I’m long ASTS but I’m rooting for both companies. I hope Neutron gets up and running. Peter Beck is the shiznit. If you haven’t already, read about his background, absolute legend. 💪

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Tech Investor@techinvestoor

$PRME $BEAM $ABCL I decided to use the strength in ABCL and BEAM today to just sell and then rotate that into more PRME. Not sure if this is the right move short term but my conviction is highest with PRME. I see it being another $LLY in the long run.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Tech Investor@techinvestoor

They’re using 15x EBITDA in 2030 discounted back to today. If they execute and hit these estimates, EBITDA will be growing 100%+ $AMT at slow growth maturity regularly traded at 25x. $CRWD $NET $PLTR and other fast growing companies trade at 80-150x. $TSLA was >150x in 2020.

tweeted Wed, Sep 2 · counted from Thu, Sep 3 close

Tech Investor@techinvestoor

$ASTS I look at the 3 year holding window of $ASTS like this. Negativity reigns surpreme, but do your own calculations for rate of returns. You can't just let macro & sentiment rule your moves. Every day I test my calculations to make sure I know why I'm holding long term.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Tech Investor@techinvestoor

$ASTS I think his point is to get off leverage and grin and bear the chop / negativity. I personally think defense and government revenues will more than justify the current market cap. Beta service launch will be extremely important and widely covered because it is

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Tech Investor@techinvestoor

As a reminder, In one single launch AST launched 3 satellites that are double the square footage of the entire constellation of $IRDM and Iridium spent a whopping $3 Billion launching that. AST has launched four (4) Iridium constellations in the past couple of months.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Tech Investor@techinvestoor

$PRME I'm just retweeting this thread I put together 8 months ago about Prime Medicine. I think this has the potential to be a 100 bagger. I know, I know. It is risky. But the upside for your portfolio and society in general is huge.

tweeted Mon, Aug 31 · counted from Tue, Sep 1 close

Tech Investor@techinvestoor

$ASTS $PRME $BEAM When the news hits, I'm just gonna sit back and laugh my ass off.

tweeted Wed, Aug 26 · counted from Thu, Aug 27 close