10/6/25 - $asts - #metoo

Oct 7

10/6/25 :: VROCKSTAR :: ASTS
#metoo

- "iron dome" thesis
- don't get kirk'd
- i like the idea here, but when starlink "won" and this thing failed...
- the buy thesis was fork in the toaster oven in a bathtub
- but now they go and issue shares (btw... why is not every single company doing this??)
- and this thing goes from red to green?
- seems there's a lot of opex that's playing a factor here
- welp
- add it to the short list

we have:
QBTS - largest floater short
IONQ - apes can't afford the calls at this level lol
RGTI - closed for now, awaiting a green open or i reload
JOBY - chair with a fan meme
RUN - solar bankruptcy candidate at worst, dilute u at best
ASTS - idk anymore
too many obvious things to short, i could go on an on
- seems like "photonics" is having it's #metoo moment today yay POET
- you have nukes-in-a-living room SMR co's still floating

this ends
so, so, so poorly.
flame me. somehow i'm hanging in there. shed a ton of PnL in the last few weeks, but still net short. and now we have the index rolling?
- maybe openAI is going to do a deal with ARM
- then stick a fork in it. i doubt it tho - bc ARM is useless #metoo.

hope everyone is having fun. just remember where the exit is.

V

7 days ago

Note

Captain Kirk was killed off in Star Trek: Generations for financial reasons related to the franchise's shift to Star Trek: The Next Generation, which producers believed would draw a larger box office audience than the original crew. William Shatner, who played Kirk, was told the character would die whether he appeared in the film or not, so he chose to be in the movie and die in a more controlled way.

*the more you know*