Patience3to6Lumen
commented on
$Intuitive Machines (LUNR.US)$
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? Yes
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven lunar lander technology? Yes
• Progress on upcoming missions? Yes
• Scalable lunar infrastructure solutions? Yes
Market Opportunity
• Growing demand for lunar exploration? Yes
• Strong government contracts (e.g., NASA)? Yes
• Diversified customer base? Yes
Competitors
• Significa...
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? Yes
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven lunar lander technology? Yes
• Progress on upcoming missions? Yes
• Scalable lunar infrastructure solutions? Yes
Market Opportunity
• Growing demand for lunar exploration? Yes
• Strong government contracts (e.g., NASA)? Yes
• Diversified customer base? Yes
Competitors
• Significa...
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$AST SpaceMobile (ASTS.US)$
If is successful, runway could be longer than other space companies: Rocketlab and Intuitive Machine
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? No
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven technology (BlueWalker 3 tested)? Yes
• Progress on BlueBird satellite development? Yes
• Scalable satellite-to-mobile connectivity? Yes
Market Opportunity
• Global mobile user base opport...
If is successful, runway could be longer than other space companies: Rocketlab and Intuitive Machine
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? No
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven technology (BlueWalker 3 tested)? Yes
• Progress on BlueBird satellite development? Yes
• Scalable satellite-to-mobile connectivity? Yes
Market Opportunity
• Global mobile user base opport...
1
1
$Rocket Lab (RKLB.US)$
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? Yes
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven rocket (Electron)? Yes
• Progress on Neutron development? Yes
• Reusable rocket plans? Yes
Market Opportunity
• Growing demand for small satellite launches? Yes
• Strong government contracts (NASA/DOD)? Yes
• Diversified customer base? Yes
Competitors
• Significant competition (e.g., S...
Leadership
• Visionary leader? Yes
• Transparent communication? Yes
Financials
• Revenue growth? Yes
• Positive cash flow? No
• Manageable debt? Yes
Technology
• Proven rocket (Electron)? Yes
• Progress on Neutron development? Yes
• Reusable rocket plans? Yes
Market Opportunity
• Growing demand for small satellite launches? Yes
• Strong government contracts (NASA/DOD)? Yes
• Diversified customer base? Yes
Competitors
• Significant competition (e.g., S...
1
1
$Lumen Technologies (LUMN.US)$
What doesn’t kill you makes you stronger.. It make be not now, but certainly in the long run.
What doesn’t kill you makes you stronger.. It make be not now, but certainly in the long run.
2
$Lumen Technologies (LUMN.US)$
Found two businesses that can make me sleep well at night Lumen and ASTS.
Found two businesses that can make me sleep well at night Lumen and ASTS.
1
$AST SpaceMobile (ASTS.US)$
With global warming getting worse, we’re likely to see more frequent and intense disasters next year. Many countries are turning to ASTS services to keep the internet running during these tough times.
We definitely can’t carry Starlink’s disk around during a disaster. It is not practical.
Natural Disasters Affecting Internet in 2024
1. Hurricane Helene
• Month/Year: September 2024
• Country/Places: United States (Georgia, North Carolina, Tennessee)
• People Affected: ...
With global warming getting worse, we’re likely to see more frequent and intense disasters next year. Many countries are turning to ASTS services to keep the internet running during these tough times.
We definitely can’t carry Starlink’s disk around during a disaster. It is not practical.
Natural Disasters Affecting Internet in 2024
1. Hurricane Helene
• Month/Year: September 2024
• Country/Places: United States (Georgia, North Carolina, Tennessee)
• People Affected: ...
1
Patience3to6Lumen
commented on
$MARA Holdings (MARA.US)$
No buy call, manage your risk
Buy with facts, sell with hype
Key Highlights of MARA
Business
1. Mining Capacity: MARA operates with a mining capacity of approximately 40.2 EH/s (as of October 2024), reflecting substantial growth in its operations.
2. Bitcoin Holdings: MARA holds approximately 26,747 BTC, valued at $2.63 billion based on the current Bitcoin price of $98,200.
Technical
3. Hash Rate Growth: In October 2024, MARA’s operational hash rate reached 40.2 EH/...
No buy call, manage your risk
Buy with facts, sell with hype
Key Highlights of MARA
Business
1. Mining Capacity: MARA operates with a mining capacity of approximately 40.2 EH/s (as of October 2024), reflecting substantial growth in its operations.
2. Bitcoin Holdings: MARA holds approximately 26,747 BTC, valued at $2.63 billion based on the current Bitcoin price of $98,200.
Technical
3. Hash Rate Growth: In October 2024, MARA’s operational hash rate reached 40.2 EH/...
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3
$Riot Platforms (RIOT.US)$
No buy call, manage your risk
Buy with facts, sell with hype
Key Highlights of RIOT
Business
1. Mining Capacity: RIOT operates with a mining capacity of approximately 29.4 EH/s (as of October 2024), reflecting consistent growth in its operations.
2. Bitcoin Holdings: RIOT holds 10,427 BTC, valued at $1.02 billion based on the current Bitcoin price of $98,200.
Technical
3. Hash Rate Growth: In October 2024, RIOT’s operational hash rate reached 29.4 EH/s, up from 28....
No buy call, manage your risk
Buy with facts, sell with hype
Key Highlights of RIOT
Business
1. Mining Capacity: RIOT operates with a mining capacity of approximately 29.4 EH/s (as of October 2024), reflecting consistent growth in its operations.
2. Bitcoin Holdings: RIOT holds 10,427 BTC, valued at $1.02 billion based on the current Bitcoin price of $98,200.
Technical
3. Hash Rate Growth: In October 2024, RIOT’s operational hash rate reached 29.4 EH/s, up from 28....
2
1
$Bitcoin (BTC.CC)$
While this may not directly reduce US debt, integrating cryptocurrency could potentially boost confidence in the USD
Exclusive: Trump to Meet Privately With Coinbase CEO Brian Armstrong
wsj.com/livecov...
How crypto could play a role in the future to reduce US debt if regulatory measures allow:
1. Tokenized Bonds:
• The U.S. Treasury could issue tokenized bonds, where bonds are represented as digital assets on blockchain platforms. This would allow investors to use platforms ...
While this may not directly reduce US debt, integrating cryptocurrency could potentially boost confidence in the USD
Exclusive: Trump to Meet Privately With Coinbase CEO Brian Armstrong
wsj.com/livecov...
How crypto could play a role in the future to reduce US debt if regulatory measures allow:
1. Tokenized Bonds:
• The U.S. Treasury could issue tokenized bonds, where bonds are represented as digital assets on blockchain platforms. This would allow investors to use platforms ...
2