Can T-Mobile Survive Starlink's Spectrum Siege?The competitive moat protecting T-Mobile (TMUS) is eroding rapidly as SpaceX completes a transformational $20 billion spectrum acquisition from EchoStar, securing over 65 megahertz of mid-band frequencies. This consolidation removes Starlink's structural dependency on terrestrial mobile network operators and positions SpaceX to launch its own retail cellular service. The exclusive direct-to-cell partnership between T-Mobile and Starlink expires next month, and SpaceX President Gwynne Shotwell has confirmed the company is actively evaluating direct consumer cellular contracts. With over 10.3 million existing Starlink broadband subscribers as a built-in cross-selling base, the orbital giant possesses pricing power that legacy carriers cannot easily counter.
Operationally, T-Mobile is delivering exceptional results that defy its sliding share price. First-quarter 2026 revenue reached $23.1 billion, up 11% year-over-year, with adjusted EPS hitting $2.27 versus consensus estimates of $2.03, a 12% beat. Core service revenue grew 11% to $18.8 billion, while adjusted EBITDA expanded 12%, prompting management to raise full-year guidance. Despite these stellar fundamentals, TMUS stock has declined roughly 25% over the past twelve months, weighed down by US Cellular integration costs and persistent fears around Starlink's competitive trajectory. This disconnect between operational strength and market sentiment creates a compelling asymmetric setup.
Legacy carriers are mounting an aggressive defensive alliance to counter the orbital threat. T-Mobile, AT&T, and Verizon launched a direct-to-device joint venture to pool spectrum resources and prevent SpaceX from playing carriers against each other. All three majors have collectively rejected MVNO ground-sharing agreements with Starlink, attempting to delay its consumer rollout through infrastructure restrictions. Meanwhile, Rocket Lab's $8 billion acquisition of Iridium signals broader sector consolidation toward vertically integrated space platforms, while SpaceX's executive-level talks with Charter Communications could route Starlink traffic through extensive ground fiber networks.
The most consequential scenario for institutional investors centers on M&A premium dynamics. TD Cowen analyst Gregory Williams flagged the possibility of SpaceX pursuing an outright buyout of T-Mobile, which would force parent Deutsche Telekom to consider acquiring full ownership of its highly profitable US subsidiary as a defensive measure. Either path defensive consolidation by Deutsche Telekom or hostile interest from a space-economy aggressor would unlock substantial valuation upside from current depressed levels. Combined with already-accelerating fundamentals, TMUS offers a rare convergence of operational momentum and structural takeover optionality that sophisticated investors should not overlook.
Long
Long
Long
Long
Can a Small-Sat Pioneer Become a Defense Superpower?Rocket Lab has transformed from a niche small-satellite launch provider into a strategic national security asset, closing 2025 with 21 successful Electron launches and a remarkable 175% stock surge. The company's evolution culminated in an $816 million Space Development Agency contract to build 18 satellites for hypersonic missile threat detection, signaling its emergence as a primary defense contractor. This vertical integration strategy positions Rocket Lab as a critical player in an era where supply chain sovereignty has become paramount for military readiness.
The technological centerpiece of Rocket Lab's 2026 ambitions is the Neutron rocket, a medium-lift vehicle capable of carrying 13,000 kilograms to low Earth orbit. Set for its maiden test flight in mid-2026, Neutron features the innovative "Hungry Hippo" fairing design and 3D-printed Archimedes engines, targeting the lucrative mega-constellation market currently dominated by SpaceX's Falcon 9. This technological leap, combined with over 550 global patents covering critical propulsion and structural innovations, creates a formidable intellectual property moat that competitors cannot easily replicate.
The financial trajectory underscores this transformation: analysts project 52.2% EPS growth for 2026, reaching $0.27 per share and dramatically outpacing traditional aerospace giants like Lockheed Martin (0.6%) and Northrop Grumman (-7.6%). A potential SpaceX IPO at $1.5 trillion valuation could trigger sector-wide revaluation, with Rocket Lab standing as the only publicly traded, vertically integrated alternative. Wall Street has responded accordingly, raising price targets to $90 as the company bridges the gap between startup agility and aerospace titan scale, with defense contracts poised to dominate its revenue mix. 
Long
SIRI - Getting Sirusly BullishSiri earnings are here and there are MANY reasons to be bullish.
Fundamentals
Warren Buffet's Berkshire has been buying relentlessly over recent months.
The stock is down 68% from its high in July this year.
Siri's earnings have been exceptional for years. Tomorrow (31st October) is predicted to be no different.
Gross margins of 49%, EBITDA margin of 29% and P/E ratio of 8.2 in prior quarter.
Technicals
RSI has put in a higher-low & is giving us a glimpse of divergence. The price recently put in a lower-low, suggesting selling pressure is limited from here.
From a technical perspective, NASDAQ:SIRI is just about to complete a 7 year accumulation phase in a wedge pattern (yellow).
When it does so, it will also put the finishing touches to an inverse head & shoulders (or cup and handle) pattern that has lasted 23 years. That head was a HUGE elongated structure, after the stock was teetering on the verge of bankruptcy in 2008/9.
By taking the height of the H&S structure and applying it on-top (white arrows), you get an eventual price target (T2) of, that's right ....$10,100 a share. 370x from current levels.
That T2 target also corresponds with the 2.0 fibonacci level.
An earlier more modest initial target is the 1.414 fib, of $530 (19.3x). This coincides with it's prior all-time high and where the stock may find a place to rest for a breather on it's meteoric rise.
An extended T3 target for the 2040s would land in the fib pocket (2.272/2.414) priced at between $40k - $80k a share.
And yes. I'm deadly Sirius .
Summary
NASDAQ:SIRI looks like it will be shining bright until at least 2030, and likely beyond.
One of the best value investors of all-time agrees (at a time when he is raising significant cash from Apple & Bank of America) amidst uncertainty & a transition of infrastructure.
Satellite communication companies are really about to kick into their adoption phase. We may all soon realise why Siri is a crucial part of that future.
Long
LUNR IM-2 Launch upcoming in January 2025The privately held Intuitive Machines, LLC, became a public company after merging with a special-purpose acquisition company, Inflection Point Acquisition Corp., in February 2023. The company is listed on the Nasdaq, incorporated in Delaware. On February 22, 2024, the Odysseus IM-1 spacecraft landed on the Moon. It was the first privately built craft to land on the Moon, and the first American spacecraft to do so since 1972. The Odysseus lander fell on its side when landing, but its instruments remained partially functional (albeit with a reduced downlink capacity), so the mission was judged successful. ( WIKIPEDIA )
This company is picking up momentum and creating higher support while enjoying increased volume for the past three months. It looks like this stock seems to climb during the period when they have a space mission or achieve a new contract. Recently they achieved a Contract worth 4.8 Billion Dollars USD with NASA which is a serious contract and not something to be taken lightly. This contract opens up additional revenue opportunities with other companies. Intuitive Machines is increasing REVENUE YOY at a compounding rate, and has seasoned experienced executives in almost every position of leadership. The company is very motivated and explanatory with their products, and you can access user manuals on their technology. It looks like a very legit company that plans on being around for the next space age and further. They have technology in space communications that could possibly be adapted for satellites that transmit signals to earth as various companies are switching to satellites for cellular tech. Inutitive machines market cap is roughly 915.29 Million USD. Their contract is worth 4.8 billion dollars.
www.reuters.com
Following the launch of IM-1, Intuitive Machines' stock surged 35% in one trading day, rising 75% total by Friday, February 16.
Intuitive Machines’ stock sank 32% after the Odysseus moon lander fell on its side on 23 February 2024.
This stock is a great buy for stability while also offering potential for break outs to scalp shares and sell to play short term trends, while going up in the long term. The stock offers consistent news and they are very motivated to become a Space power house for the USA. 
Long
Long 
Long
Long
Long
Long 
$ASTR Eyes On The SkyThis week ASTRA or ASTR will be launching a test rocket for the United States Space Force delivering its capabilities over other companies like Rocketlabs, SpaceX, and more. Astra had many failures, but was able to achieve orbital launch, so this Friday starting at 1pm pt time they will have a window open till September 13th to launch the Rocket.
News
-Too many, but many contacts with Space Force, DoD, Nasa, and others
-Got license to launch from Kodiak till 2026
-First commercial launch starting Friday with 2 more planed by eoy
-Building their manufacturing building for satellites
-Their monthly rocket will be ready by eoy
TA
-Roughly at 9.50ish there's some circles you see. These represent past resistance and support from Mid July till now
-VPVR levels have built up at 10.62-11.25, which at current pricing is a 16% move to the upside at max
-Other key zones or past targets I had from Holicity or $HOL hits at $13.33 and now $16-$18
-RSI trends down and lends bearish
-Macd is folding up to show bearish movement, but could bounce back bullish
-If the current price falls, next target is $9
Final Thoughts
I'm bullish on this stock and this week we could see the $12 again with prime target of $16-$18 before the launch. This is a high risk stock, but its development as pushed forward and with recent $SPCE and $VECQ news I will be remain bullish on this stock over the others. G
$HOL $ASTR Big WeekBeen a bull in this company, but with it hitting the $10 range I did buy some at 10.02 and Friday bought more at 10.77. This week in Holicity/Astra is pretty massive and I believe the upside out weighs the risk. With getting about a 480mil on their balance sheet, this gives a somewhat fair value of $13, which at current price would be about 20% move this week or even more depending on other factors.
News
-Merger is this week on June 30th and Ticker change on July 1st to ticker "ASTR"
-Astra acquired Apollo Fusion, which will give Astra a boost in their Thursters. This will help low orbit and other orbits of Earth while also giving the possibility of sendings their Rockets too the Moon for SATS according to the interview with Astra and Apollo Fusion.
-Has Planet Contract to send SATS
-Was awarded the TROPIC NASA contract, which starts in Q1 of 2022
-Their monthly rocket will be ready around Q4
-Pipe investors can't sell in a 6 month period. Warrents are exchange at $10, not sure on the deadline.
TA: I know the news sounds amazing and theres more to come like the ANN of the summer launch, which no date is available at the time of writing this. It's suppose to launch this Summer.
-Prime Target in the short term is $13.
-Sideways movement is between the zones of 10.76-11.05. Below 10.76 is key buying and above 11.05 is lots of sellers.
-RSI is oversold and could see a bounce Monday with merger coming soon.
-MACD is looking to flip Bullish
-VPVR levels 10.84-10.90 with next high vpvr levels being in our trading zone of sellers. if we break above 11.26 next level is 11.37 than 12.28
-EMA's are consoldating, but squeezing suggesting a pretty big move ahead.
Final Thoughts:
I'm bullish on this stock in the short term and long term with it hitting my value of investing. Does the company make it cheap? Does the company help others? Who are they competing with? The last question is just 1 which is Rocket Labs, yet they failed to get the NASA Contract due to it not being cheap to use. ASTRA is a game changer and will only get better, but also tougher as other companies try to do it better and cheaper than them. As of now this stock is a buy in the short and long term.
Long
