BW

EyeSea7923

Yea. Youre probably too high for it to matter if you're asking this. Just make sure you are lifting consistently and increasing your protein intake (0.8g/lb BW should be adequate).

reaper527

> but it's weird to use the full price of McDonald's and the deal price of BW3s. he has an agenda to push. not surprising to see misleading data supporting it.

way2lazy2care

The BW3s burgers are like $13 with no sides. They have deals on them one day a week, but it's weird to use the full price of McDonald's and the deal price of BW3s.

IGotSkills

Found some really amazing trading advice: https://youtube.com/shorts/2KViA4Z_BW8?si=xKk6KUCjNoR2NkMs

Expert_Nail3351

First found out about astspn WSB. Bought my first shares in Sept 2022 after BW3 launch I believe for like 11 or 12 buckshot. Just kept adding. Those were some dark times when it got around 2$... but I didn't stop lol. Most recent purchase was at 23$, highest is 26$

b1mm3rl1f3

Any gym rats in here? I hit a new squat pr @ 205lbs for 5 reps. My BW is 215 so it’s not that impressive but still exciting

levu12

Context: Shadow animation is of characters from the series Touhou Project. Song is a cover of the song Bad Apple from Touhou Project, specifically the 1998 game Lotus Land Story. The BW animation + song was made by some fan group and reposted in the late 2000s to YouTube, becoming extremely viral with over 100m views. Since then, the internet has made it their quest to port the animation to every medium possible, much like running DOOM on anything. People have ported it to paper animation, oscilloscopes, CPU registers, the r/place canvas, flip books, CRT screens, graphing and online calculators, and even the Windows Task Manager and File Manager. Here’s a playlist: https://youtube.com/playlist?list=PLrjpwekK1wIAhdAOTmRyAryvpm45MutRu Some background about Touhou since it’s really interesting, Touhou Project is a bullet hell shoot ‘em up video game series with 19 games since 1997. The game, art, and music were almost entirely made by the single developer, ZUN, and it has influenced many indie games, especially Undertale, and is considered one of the pioneers of indie games. You can see the similarities between Toby Fox and ZUN, and they even collaborated recently on a song! Here is an example of gameplay: https://youtu.be/zZu2O_JQ4vs Touhou is especially notable for its broad influence beyond what you think would be possible, even besides indie games. Many Geometry Dash songs are remixes of or inspired by Touhou music. Youmuu’s Ghostblade in League of Legends is a reference to the character Youmu, and Lux and Orianna (and their kits) are influenced by the characters Marisa and Youmu respectively. It’s also referenced in Call of Duty, Factorio, World of Warcraft, Scott Pilgrim, and Path of Exile, as well as many popular Minecraft/Terraria mods. Fumos are popular, derpy, and expensive plushies of characters, which started with Touhou. They have a sort of fanatic fanbase. For some reason, they like to make Gus Fring/Giancarlo Esposito take photos with them. However, by far the largest influence that Touhou has is on doujin subculture. It’s a bit hard to explain, but it’s similar to fan fiction, encompassing all mediums. Unfortunately, it’s used nowadays to refer more to the 18+ type of content. While there are a lot of fan animations, games, and comics (both family-friendly and not), the single most important aspect about Touhou is the doujin music. Unlike covers (which it includes), doujin music encompasses all music taking motifs and themes from the original source, similar to remixes. Touhou is the origin of Black MIDI, where fans had fun making an impossible cover of the song UN Owen Was Her, as well as other Touhou songs that spread to YouTube. Of course, it was inspired by Marc-Andre Hamelin and others, but the catalyst was Touhou. It was also the origin of Brony music, which became popular after Jessa Stebbins, a Touhou Eurobeat artist at the time, released their Eurobeat song Discord, which became popular and later remixed by The Living Tombstone. However, even more important than that is all the other music that makes up Touhou doujin music. The amount of it made is staggering, so much that it is considered its own genre, becoming or starting the careers of thousands of Japanese music artists. Due to this, ZUN is likely one of the most-covered musicians of all time. All the original songs by ZUN were 8-bit, and remixed by musicians into anything possible. Most notably, Touhou has extensive doujin musicians in the areas of electronic, metal, jazz, J-Pop, and bossa nova. Notable Touhou metal bands include Tears of Tragedy, Imperial Circus Dead Decadence, Thousand Eyes, Draw the Emotional/yuyoyuppe, Demetori, Undead Corporation, Foreground Eclipse, and Unlucky Morpheus. Notable J-Pop artists include Hanatan, Kisida Kyoudan, Shinra-Bansho, Butaotome, nanahira, Aitsuki Nakuru, and Cool&Create. For the jazz and bossa nova genres in particular, ShibayanRecords is one of the most famous, and you may have heard their song Tiny Little Adiantum, which got ripped uncredited, added a shitty backing track and went viral as the song Omae Wa Mou. Other jazz/bossa nova artists include Tokyo Active NEETs, tohobu, Swing Holic, xi-on, and Swing of the Dead. Finally, for the electronic music, where Touhou has arguably the most influence. There are dozens of popular Japanese electronic artists who make Touhou doujin music, including Kurokotei, t+pazolite, Redalice, beatMario, Nhato, IOSYS, Laur, Kobaryo, USAO, Katagiri, and Sound Holic. Many of these artists are extremely influential in rhythm games, composing a large part of their music. In particular, Redalice is responsible for the music of many VTubers, and IOSYS is responsible for the viral song you may have heard of VTuber Shigure Ui, Shukusei!! Loli Kami Requiem, otherwise known as that annoyingly catchy anime song accompanied by a little blond girl dancing. Sorry for the big exposition, I had nothing better to do. If you’re a fan of any of the aforementioned genres, please check the bands out.

levu12

Context: Shadow animation is of characters from the series Touhou Project. Song is a cover of the song Bad Apple from Touhou Project, specifically the 1998 game Lotus Land Story. The BW animation + song was made by some fan group and reposted in the late 2000s to YouTube, becoming extremely viral with over 100m views. Since then, the internet has made it their quest to port the animation to every medium possible, much like running DOOM on anything. People have ported it to paper animation, oscilloscopes, CPU registers, the r/place canvas, flip books, CRT screens, graphing and online calculators, and even the Windows Task Manager and File Manager. Here’s a playlist: https://youtube.com/playlist?list=PLrjpwekK1wIAhdAOTmRyAryvpm45MutRu Some background about Touhou since it’s really interesting, Touhou Project is a bullet hell shoot ‘em up video game series with 19 games since 1997. The game, art, and music were almost entirely made by the single developer, ZUN, and it has influenced many indie games, especially Undertale, and is considered one of the pioneers of indie games. You can see the similarities between Toby Fox and ZUN, and they even collaborated recently on a song! Here is an example of gameplay: https://youtu.be/zZu2O_JQ4vs Touhou is especially notable for its broad influence beyond what you think would be possible, even besides indie games. Many Geometry Dash songs are remixes of or inspired by Touhou music. Youmuu’s Ghostblade in League of Legends is a reference to the character Youmu, and Lux and Orianna (and their kits) are influenced by the characters Marisa and Youmu respectively. It’s also referenced in Call of Duty, Factorio, World of Warcraft, Scott Pilgrim, and Path of Exile, as well as many popular Minecraft/Terraria mods. Fumos are popular, derpy, and expensive plushies of characters, which started with Touhou. They have a sort of fanatic fanbase. For some reason, they like to make Gus Fring/Giancarlo Esposito take photos with them. However, by far the largest influence that Touhou has is on doujin subculture. It’s a bit hard to explain, but it’s similar to fan fiction, encompassing all mediums. Unfortunately, it’s used nowadays to refer more to the 18+ type of content. While there are a lot of fan animations, games, and comics (both family-friendly and not), the single most important aspect about Touhou is the doujin music. Unlike covers (which it includes), doujin music encompasses all music taking motifs and themes from the original source, similar to remixes. Touhou is the origin of Black MIDI, where fans had fun making an impossible cover of the song UN Owen Was Her, as well as other Touhou songs that spread to YouTube. Of course, it was inspired by Marc-Andre Hamelin and others, but the catalyst was Touhou. It was also the origin of Brony music, which became popular after Jessa Stebbins, a Touhou Eurobeat artist at the time, released their Eurobeat song Discord, which became popular and later remixed by The Living Tombstone. However, even more important than that is all the other music that makes up Touhou doujin music. The amount of it made is staggering, so much that it is considered its own genre, becoming or starting the careers of thousands of Japanese music artists. Due to this, ZUN is likely one of the most-covered musicians of all time. All the original songs by ZUN were 8-bit, and remixed by musicians into anything possible. Most notably, Touhou has extensive doujin musicians in the areas of electronic, metal, jazz, J-Pop, and bossa nova. Notable Touhou metal bands include Tears of Tragedy, Imperial Circus Dead Decadence, Thousand Eyes, Draw the Emotional/yuyoyuppe, Demetori, Undead Corporation, Foreground Eclipse, and Unlucky Morpheus. Notable J-Pop artists include Hanatan, Kisida Kyoudan, Shinra-Bansho, Butaotome, nanahira, Aitsuki Nakuru, and Cool&Create. For the jazz and bossa nova genres in particular, ShibayanRecords is one of the most famous, and you may have heard their song Tiny Little Adiantum, which got ripped uncredited, added a shitty backing track and went viral as the song Omae Wa Mou. Other jazz/bossa nova artists include Tokyo Active NEETs, tohobu, Swing Holic, xi-on, and Swing of the Dead. Finally, for the electronic music, where Touhou has arguably the most influence. There are dozens of popular Japanese electronic artists who make Touhou doujin music, including Kurokotei, t+pazolite, Redalice, beatMario, Nhato, IOSYS, Laur, Kobaryo, USAO, Katagiri, and Sound Holic. Many of these artists are extremely influential in rhythm games, composing a large part of their music. In particular, Redalice is responsible for the music of many VTubers, and IOSYS is responsible for the viral song you may have heard of VTuber Shigure Ui, Shukusei!! Loli Kami Requiem, otherwise known as that annoyingly catchy anime song accompanied by a little blond girl dancing. Sorry for the big exposition, I had nothing better to do. If you’re a fan of any of the aforementioned genres, please check the bands out.

levu12

Context: Shadow animation is of characters from the series Touhou Project. Song is a cover of the song Bad Apple from Touhou Project, specifically the 1998 game Lotus Land Story. The BW animation + song was made by some fan group and reposted in the late 2000s to YouTube, becoming extremely viral with over 100m views. Since then, the internet has made it their quest to port the animation to every medium possible, much like running DOOM on anything. People have ported it to paper animation, oscilloscopes, CPU registers, the r/place canvas, flip books, CRT screens, graphing and online calculators, and even the Windows Task Manager and File Manager. Some background about Touhou since it’s really interesting, Touhou Project is a bullet hell shoot ‘em up video game series with 19 games since 1997. The game, art, and music were almost entirely made by the single developer, ZUN, and it has influenced many indie games, especially Undertale, and is considered one of the pioneers of indie games. You can see the similarities between Toby Fox and ZUN, and they even collaborated recently on a song! Here is an example of gameplay: https://youtu.be/zZu2O_JQ4vs Touhou is especially notable for its broad influence beyond what you think would be possible, even besides indie games. Many Geometry Dash songs are remixes of or inspired by Touhou music. Youmuu’s Ghostblade in League of Legends is a reference to the character Youmu, and Lux and Orianna (and their kits) are influenced by the characters Marisa and Youmu respectively. It’s also referenced in Call of Duty, Factorio, World of Warcraft, Scott Pilgrim, and Path of Exile, as well as many popular Minecraft/Terraria mods. Fumos are popular, derpy, and expensive plushies of characters, which started with Touhou. They have a sort of fanatic fanbase. For some reason, they like to make Gus Fring/Giancarlo Esposito take photos with them. However, by far the largest influence that Touhou has is on doujin subculture. It’s a bit hard to explain, but it’s similar to fan fiction, encompassing all mediums. Unfortunately, it’s used nowadays to refer more to the 18+ type of content. While there are a lot of fan animations, games, and comics (both family-friendly and not), the single most important aspect about Touhou is the doujin music. Unlike covers (which it includes), doujin music encompasses all music taking motifs and themes from the original source, similar to remixes. Touhou is the origin of Black MIDI, where fans had fun making an impossible cover of the song UN Owen Was Her, as well as other Touhou songs that spread to YouTube. Of course, it was inspired by Marc-Andre Hamelin and others, but the catalyst was Touhou. It was also the origin of Brony music, which became popular after Jessa Stebbins, a Touhou Eurobeat artist at the time, released their Eurobeat song Discord, which became popular and later remixed by The Living Tombstone. However, even more important than that is all the other music that makes up Touhou doujin music. The amount of it made is staggering, so much that it is considered its own genre, becoming or starting the careers of thousands of Japanese music artists. Due to this, ZUN is likely one of the most-covered musicians of all time. All the original songs by ZUN were 8-bit, and remixed by musicians into anything possible. Most notably, Touhou has extensive doujin musicians in the areas of electronic, metal, jazz, J-Pop, and bossa nova. Notable Touhou metal bands include Tears of Tragedy, Imperial Circus Dead Decadence, Thousand Eyes, Draw the Emotional/yuyoyuppe, Demetori, Undead Corporation, Foreground Eclipse, and Unlucky Morpheus. Notable J-Pop artists include Hanatan, Kisida Kyoudan, Shinra-Bansho, Butaotome, nanahira, Aitsuki Nakuru, and Cool&Create. For the jazz and bossa nova genres in particular, ShibayanRecords is one of the most famous, and you may have heard their song Tiny Little Adiantum, which got ripped uncredited, added a shitty backing track and went viral as the song Omae Wa Mou. Other jazz/bossa nova artists include Tokyo Active NEETs, tohobu, Swing Holic, xi-on, and Swing of the Dead. Finally, for the electronic music, where Touhou has arguably the most influence. There are dozens of popular Japanese electronic artists who make Touhou doujin music, including Kurokotei, t+pazolite, Redalice, beatMario, Nhato, IOSYS, Laur, Kobaryo, USAO, Katagiri, and Sound Holic. Many of these artists are extremely influential in rhythm games, composing a large part of their music. In particular, Redalice is responsible for the music of many VTubers, and IOSYS is responsible for the viral song you may have heard of VTuber Shigure Ui, Shukusei!! Loli Kami Requiem, otherwise known as that annoyingly catchy anime song accompanied by a little blond girl dancing. Sorry for the big exposition, I had nothing better to do. If you’re a fan of any of the aforementioned genres, please check the bands out.

levu12

Context: Shadow animation is of characters from the series Touhou Project. Song is a cover of the song Bad Apple from Touhou Project, specifically the 1998 game Lotus Land Story. The BW animation + song was made by some fan group and reposted in the late 2000s to YouTube, becoming extremely viral with over 100m views. Since then, the internet has made it their quest to port the animation to every medium possible, much like running DOOM on anything. People have ported it to paper animation, oscilloscopes, CPU registers, the r/place canvas, flip books, CRT screens, graphing and online calculators, and even the Windows Task Manager and File Manager. Some background about Touhou since it’s really interesting, Touhou Project is a bullet hell shoot ‘em up video game series with 19 games since 1997. The game, art, and music were almost entirely made by the single developer, ZUN, and it has influenced many indie games, especially Undertale, and is considered one of the pioneers of indie games. You can see the similarities between Toby Fox and ZUN, and they even collaborated recently on a song! Here is an example of gameplay: https://youtu.be/zZu2O_JQ4vs Touhou is especially notable for its broad influence beyond what you think would be possible, even besides indie games. Many Geometry Dash songs are remixes of or inspired by Touhou music. Youmuu’s Ghostblade in League of Legends is a reference to the character Youmu, and Lux and Orianna (and their kits) are influenced by the characters Marisa and Youmu respectively. It’s also referenced in Call of Duty, Factorio, World of Warcraft, Scott Pilgrim, and Path of Exile, as well as many popular Minecraft/Terraria mods. Fumos are popular, derpy, and expensive plushies of characters, which started with Touhou. They have a sort of fanatic fanbase. For some reason, they like to make Gus Fring/Giancarlo Esposito take photos with them. However, by far the largest influence that Touhou has is on doujin subculture. It’s a bit hard to explain, but it’s similar to fan fiction, encompassing all mediums. Unfortunately, it’s used nowadays to refer more to the 18+ type of content. While there are a lot of fan animations, games, and comics (both family-friendly and not), the single most important aspect about Touhou is the doujin music. Unlike covers (which it includes), doujin music encompasses all music taking motifs and themes from the original source, similar to remixes. Touhou is the origin of Black MIDI, where fans had fun making an impossible cover of the song UN Owen Was Her, as well as other Touhou songs that spread to YouTube. Of course, it was inspired by Marc-Andre Hamelin and others, but the catalyst was Touhou. It was also the origin of Brony music, which became popular after Jessa Stebbins, a Touhou Eurobeat artist at the time, released their Eurobeat song Discord, which became popular and later remixed by The Living Tombstone. However, even more important than that is all the other music that makes up Touhou doujin music. The amount of it made is staggering, so much that it is considered its own genre, becoming or starting the careers of thousands of Japanese music artists. Due to this, ZUN is likely one of the most-covered musicians of all time. All the original songs by ZUN were 8-bit, and remixed by musicians into anything possible. Most notably, Touhou has extensive doujin musicians in the areas of electronic, metal, jazz, J-Pop, and bossa nova. Notable Touhou metal bands include Tears of Tragedy, Imperial Circus Dead Decadence, Thousand Eyes, Draw the Emotional/yuyoyuppe, Demetori, Undead Corporation, Foreground Eclipse, and Unlucky Morpheus. Notable J-Pop artists include Hanatan, Kisida Kyoudan, Shinra-Bansho, Butaotome, nanahira, Aitsuki Nakuru, and Cool&Create. For the jazz and bossa nova genres in particular, ShibayanRecords is one of the most famous, and you may have heard their song Tiny Little Adiantum, which got ripped uncredited, added a shitty backing track and went viral as the song Omae Wa Mou. Other jazz/bossa nova artists include Tokyo Active NEETs, tohobu, Swing Holic, xi-on, and Swing of the Dead. Finally, for the electronic music, where Touhou has arguably the most influence. There are dozens of popular Japanese electronic artists who make Touhou doujin music, including Kurokotei, t+pazolite, Redalice, beatMario, Nhato, IOSYS, Laur, Kobaryo, USAO, Katagiri, and Sound Holic. Many of these artists are extremely influential in rhythm games, composing a large part of their music. In particular, Redalice is responsible for the music of many VTubers, and IOSYS is responsible for the viral song you may have heard of VTuber Shigure Ui, Shukusei!! Loli Kami Requiem, otherwise known as that annoyingly catchy anime song accompanied by a little blond girl dancing. Sorry for the big exposition, I had nothing better to do. If you’re a fan of any of the aforementioned genres, please check the bands out.

Ok_Cry7572

Some people knew... https://x.com/itsCblast/status/1910006833915576351?t=ohay7x5BW1K07YWlX-4vXA&s=19

wrongrobertpatrick

I am a tariff-man — this is my son BW, we run a family business— I am a family man. We stand on a tariff platform. I bring you corn and education. When then other tariff men come — they won’t know how to tax foreigners like I do. I have a competition in me — I want no one to succeed.

Oh-THISIsTheBadPlace

[this is the bad place.gif](https://giphy.com/gifs/thegoodplace-season-2-nbc-3o6fIX5mC1mSgNU0BW)

Oh-THISIsTheBadPlace

[this is the bad place.gif](https://giphy.com/gifs/thegoodplace-season-2-nbc-3o6fIX5mC1mSgNU0BW)

raiderkev

Literally, yes.  https://youtu.be/5RpPTRcz1no?si=1BW3AwIBNQxoslJp

ArtisticFrame5790

I have a long watchlist. Only two stocks on it that are up and I hold are PM and BW. PM is the only stock I’ve held that has gone up the last few months consistently. BW has plummeted and I assume is completely bottomed if it’s not going lower today. BW small cap but may be primed for a fast pop if market turns. Never mind. BW went red while typing this.

Wonko-D-Sane

A proper CPU (with enough IO lanes and memory BW) is about 2k as well, add the mobo, and then the proper memory. couple of NVME .m2 sticks in RAID, and a monitor. Shit adds up... The monitor I picked up today alone is $1K... I don't know what sort of junk kids use these days, but computers were always expensive.

Cool_Development_959

As someone who is close to BW in Akron, I can vouch that the acquisitions made in 2021/2022 (specifically in renewable energy) didn't pan out as expected. Due diligence on financials was virtually non-existent, C-Suite managers were continuously being let go with golden parachutes, and the mismanagement led to a write-off in the millions in Q3/2023 missing their forecasted revenue for the year. Now that it's a penny stock, I'd hold and go long. They hold several patents on the hydrogen technology they're currently developing and a lot of emphasis is being placed on it.

warfrogs

Runyons absolutely blows BW3 out of the water. And it's not close. They've been here longer as well, but they don't aspire to be a large chain. I really don't know what you mean by "introduced eating chicken" to MN. Runyon's opened before BW3 was here and they still use the same OG wing sauce. So, we don't have a big wing scene - that absolutely does *not* mean that we don't have good spots. That's just like saying we don't have good bbq - according to family and friends from the Carolinas, Texas, and KC - they've all been pleasantly surprised with some of the hole-in-the-wall spots that are out there. If you're conflating mass appeal and popularity with quality - McDonald's is a thing. I wouldn't say they make the best burger in any market.

BoomsRevenge

BW3 is absolute garbage. Nothing about that place is inviting.

Kemilio

Yup. Been following ASTS since before BW1. Bought 650 shares in March of last year, sold them all on April 1st. Sometimes you just gotta go for it.

Kemilio

Oh boy, this is going to open up some wounds. So I was following ASTS since before BW1. I knew it was risky, and the executive team was completely incompetent, but I just had a _feeling_ about that one. So I let buying in and selling for years, from its price at $10 a few years ago until it hit its low in the $2 range in March of last year. It kept going up and down, so I figured I’d try it at that low. I bought in at 650 shares then got cold feet and sold on April 1st. And wouldn’t you know it, it hit the news big time just a month later. It was at $40/share peak in August. I mean, I was able to scalp a few thousand dollars from buying in at ~$12. But sometimes you just gotta follow your convinctipns.

DrawFlat

This guy explains the reality of Tesla stock overvaluation. https://www.reddit.com/r/FluentInFinance/s/qA93BW8WyY

DrLeyland

Ahh, ein Kollege aus einem anderen Beitrag hat folgendes gepostet: repost: 1. ⁠Avance Gas wird liquidiert. 2. ⁠Heute ist Ex-Tag, also der Tag, an dem man die Aktie haben muss um diese Dividende zu bekommen 3. ⁠Du bekommst zusätzlich zu der Dividende pro 4 Aktien eine Aktie von BW LPG (an die wurde das Unternehmen verkauft) 4. ⁠Du kannst nichts tun, außer warten und dich über die Dividenden von BW LPG freuen.

angrypoohmonkey

[stockanalysis.com](http://stockanalysis.com) with their stock screener plus [businesswire.com](http://businesswire.com) news. I'm not shilling for them. I'm just a squirrely dude trying to get my nuts. All of my non-large cap picks have come from the screener tool and BW. Since I started using these two sites together, in concert, I have been exceeding my daily gain goals. My goal is $40 per day. I've been pulling about $100 before lunch time. This is from a $30k pot of money.

Phoenixchess

RECAF's discovery of [52 metres of net reservoir with oil indications in the Otavi Group](https://finance.yahoo.com/news/reconafrica-announces-results-first-damara-110000128.html) proves the Damara Fold Belt petroleum system works. The partnership with BW Energy brings serious offshore expertise and capital to accelerate exploration. Their move to prioritize Prospect I over Kambundu shows management's confidence in the geological model after these initial results.

Kemilio

I’ve been following ASTS since before the launch of BW1, but thanks for your input.

WeissMISFIT

Unfortunately for you, the big boys disagree. Vodafone, ATT, GOOG, they all bought convertible notes this time last year and invested in ASTS after BW3 had positive test results. A few days ago ASTS did a 400m funding raise, it was oversubscribed so they let in another 60m. Who tf would do that if they didn’t think the tech worked well enough. Apparently the latency is similar to that of a rural tower. My point is that you’re full of shit

burrowed_greentext

I envy the BW multiples that your weight class can boast Over 5-6 years of dedication you could almost certainly flirt with a 3x bodyweight deadlift and 2.5x bodyweight squat best of luck on your journey

MostEscape6543

Paused or not? Also what BW? Gains are gain dude good shit.

TLable

How are you able to trade 20 BW contacts w $3300 account.

lilbobbytablestheIII

BW

arcanition

Listen buddy, I hear this same shit from that bozo who said Bath & Body Works would go to the moon soon because every B&BW he went to (as he was unemployed) was packed. Yeah that was when BBWI was over $50/share, and then it immediately plummeted down 50% in 3 months.

GildMyComments

B&BW is always busy down here even in our otherwise dead mall. Tons of folks, including me, buying good smelling soaps that foam up. Source: I’m a Texas Roadhouse general manager.

SmallCapsOnly

$BW got a lot riding on this small cap. Let’s see some big Uppies please! 🙏🏼

Obvious-Teacher22

No, it's been on a downtrend for the same reason as it went down when ASTS launched BW3 in 2022, I overlapped both and it's almost exactly the same pattern. So basically it went down because of launching overrreaction then followed by a correction and should stabilize around current SP (pre EC).

Obvious-Teacher22

"Stock went up so it must go down" logic. It went up when it secured enough cash to erase doubts of further dilution + commercial agreement with AT&T and Verizon investments. Meaning securing and solidifying their market and revenue. Launched its first 5 commercial satelites that will bring cash (not much, but some). It's been stated in previous EC that goverment use is first use, then AT&T and Vz, so hopefully get some guidance on that. Next generation of satelites is planned to launch on 1Q2025, so I expect multi launch agreement, since they're already building 17 satelites and next year is when they start deployment of full constelation. Idk if it will pump like before tbh, we haven't had any bad news since last EC, if anything we've had only good news: successful launching and deployment of its satelites, being a prime contractor for the SDA, being part of the SBIR program and awarded 2 contracts for that, only phase II so they're small, phase III is the larger one. Stock went up for BB1 FOMO then once that happened it went down, same thing happened when ASTS launched BW3 back in September 2022. IMO it's fundamental price shouldn't be lower than what we saw pre 2Q EC, after that it was FOMO for BB1 launching. So now any potential good news could trigger an upside.

SmallCapsOnly

$BW set for a huge run once they restructure their debt. Fiat value for me is between $20-$30 a share.

__Evil-Genius__

BW and CRDL are my penny stock holdings. BW I’m up 80%. CRDL I’m down 5%. It seems to be consolidating in the $1.80 to $2 range though and then I think it’s going to take off.

swizzle213

This same trend also happened when the launched BW3. A definite sell the news kind of thing. Tons of exciting events (catalysts) on the near horizon. Personally, I believe in the company so Ill be holding long term, but even if you are in it for a quick trade, there are exciting possibilities right around the corner

Plucky-Me

How I feel watching the market today [https://youtube.com/clip/Ugkx3Gbsl0fT3zv0BW8QEO3gipQpxv0vMfNt?si=C3MAKI2ppadlfirC](https://youtube.com/clip/Ugkx3Gbsl0fT3zv0BW8QEO3gipQpxv0vMfNt?si=C3MAKI2ppadlfirC)

FixingandDrinking

Please don't at 1/5 of that price I still have trouble justifying it. Why not buy one of hundreds if not 1000's of other stocks that have been ignored and actually will go up based on their business not wild speculation. I have mentioned BW it's up 50% since I last mentioned it. Stem is a ridiculously low priced EV stock 30cents right now....insiders sold at 2.50 or something but they have a p/s of like .2

AICHEngineer

There is so much nuance here, and so many different types of bond funds. I assume youre talking about BND? A total bond index like BND would have a lot of corporate bonds in them, and corporate bonds are not the best diversifiers for stocks. The best bonds for that are treasury bonds. In late april we started getting economic data that indicated economic slowdown. Unemployment started rising, inflation cooling, etc and people started to flee to flight to safety assets. Every time we got bad news, the market tumbled and treaury bonds spiked upwards. Here is the data from late april to now. Look at how long treasury bonds (EDV) spike whenever the large cap index drops. BND slightly does this as well, since as a total bond index it holds "some" long treasuries and corpo bonds (not many), but the rate sensitivity of BND is not very strong. Its a poorer diversifier. https://testfol.io/?d=eJytj0FLw0AQhf9KmHMCaVEPOUrqUQqCUKSEaXYSV7e7dXaStoT8d6cJKgiCh85pZnfmve8N0LqwQ7dGxn2EYoAoyFIZFIIClvnyJstvs3wBKZA3X%2B86zXs9OigWuVYKaN4q6xuHYoOHokEXKYUa42vjwhGK%2FGeoGqYP1dkQsjurGgfnrG%2Bro%2FXmsnuXjykcAksTnA0K9jKAx%2F3F%2B%2F6xTLJEgqBLdsGbRE%2FopBrW9xSltL01iqo3wp0CMGk%2B9DU9%2FPIUW78Tz9pzP6vr14G4Ji9TtHGbgmFsNcCYflOsymelWJ1ErcgkpuMpdiJMGDs%2BT2jxWlTq9i%2Bqp%2FXmWpaz1F%2BW2%2FETo6C9zA%3D%3D In the long term, treasury bonds are negatively correlated to stocks, while corporate bonds are weakly correlated so theyre okay diversifiers but not great. The times that long bonds and stocks move up together is during bull runs where rates are steady and inflation is steady.

HazHonorAndAPenis

2 sats. BW1 and BW3. There was no BW2. BW3 is still usable as part of the constellation, so while it was a test sat, it wasn't *only* a test sat. BW1 was though. Exclusively proving the concept in reverse.

K_Linkmaster

In case of shit. Here is a space x example. https://youtu.be/Jlj2BW8AtUQ?si=ygKmscF0n0Ie65Q3

burnerboo

These BBB1s aren't 5 times bigger, they're a little closer to BW3 in size. The block 2s will be about 3-4 times larger than BW3. Still scary. But I have faith.

brucebrowde

Say QQQ is at $100. Say it goes 5% tomorrow and then -5% the next day. Say it repeats this 30 times. It will be worth $100 * 1.05 * 0.95 * ... * 1.05 * 0.95 = $100 * 1.05^30 * 0.95^30 = $92.77. In other words, those 5%/-5% swings ended up costing you just under 8%. That's volatility drag. Meanwhile, TQQQ would swing with exactly the same pattern, except it will not swing 5%, but 15%, since it's 3x. If TQQQ was also priced $100 at the start, it's end value will be $100 * 1.15 * 0.85 * ... * 1.15 * 0.85 = $100 * 1.15^30 * 0.85^30 = $50.52. The swings now costed you almost 50%. That's leveraged volatility drag. TQQQ is much better than QQQ in steady bull markets. In ranging markets, it's much worse. In bull markets, it can wipe you out. Now, there's also QQQ5, which is 5x leveraged QQQ. In the same example, you'd end up with $14.43, which is close to 1/7 of your starting $100 value. That's almost wishing to get wiped out. Look at the backtest https://testfol.io/?d=eJytj01LBDEMhv9LzhU6%2ByFSEC%2FiycPOUWQZ4jQdq9l2TeusMsx%2Ft%2BPArngQDxtySELyPm8G6Dg%2BIW9QcJfADJAySm4sZgIDC11dXeiqJCigYE%2Fzxeo4ny96ZDCVnkIB2pfGB8eYfQxgHHIiBS2mZ8fxAEafmsYJvRXJB0LhzyInkdmHrjn4YKfdSz0q2EfJLrKPxePjAAF3k426rsuBDz2lfOt7b4vFspDlvdCEyl8YWrr7Bci%2BfSWZheb6KLUnaSnk70fGrQIr2BW3o%2FqJ%2FFieEXpzf738N3h9XvD6D%2FB2%2FAIVFK%2F%2B It's just amazing how good and how bad they can be, depending on when you buy them. In other words, if you're lucky, you can be a millionaire in a year, otherwise you eat ramen for the rest of your life.

Thoughts_For_Food_

2-6 months from now, ASTS is going to announce beta testing and soon after initial revenue. Company now has access to nearly 900M$, enough for 7 quarters. BW3 already in LEO. First 5 commercial sats launching next week. 17 more on the way with launches starting Q1 2024. That's 23. Commercial service requires 25. We are very likely less than 7 quarters from profitability. Only 40 required for continuous US coverage, and near-global coverage requires 95. Then we moon.

nino3227

Sorry but you do not know what you are talking about here. ASTS giant sats will be the only ones able to bring 5G broadband direct to devices. They already proved it with their test sats BW3 which led AT&T and Verizon to place prepayments. Musk admitted himself that his constellation will allow for text/calls only, and that's if they are able to get out of their current regulatory troubles

Ashleynn

Yes, it's possible, and it's already been tested. BW3 is already in orbit and has already proved the tech works. As for the technical stuff. I don't want to get too deep into the weeds, but at one point in my life, I worked on maritime satellite communications systems. I can't give a whole lot of specifics, but what I can say is the power output of the earth based system ranges from about 20-30 watts. Anything over 35 or so runs the risk of blowing out the satellites electronics. The satellites used for these systems are in a geosynchronous orbit, which is at about 22,000 miles in altitude. ASTS satellites will be in low earth orbit, about 1,200 miles up. Without boring you with a bunch of wave propagation stuff, the short answer is the power requirement to talk to a satellite in LEO is orders of magnitude lower than the requirement to talk to one in a geosync orbit. Far as the atmospheric stuff goes, clouds can act as an amplifier or dampener depending on a whole lot of other variables. In general, they're fairly inconsequential. The actual variance would generally be pretty minute. It is, however, the reason the transmission limits set by the FCC are what they are, and part of why there's a pretty significant resistance to giving starlink a waiver, because under the right conditions the variance can be significant. It also makes the SpaceX argument for the waiver really brain dead, because I guarantee they know this.

Joseph-Daddy

BW (Babcock and wilkocks )

nino3227

Even if you were right his plays are really stupid since they expire around launch day which would be the company's biggest revenue generating milestone so far. And to answer your points I hope you understand that as with any new tech capacity and performance will improve really quickly. They have already made huge performance improvement from BW3 to BB1 and then some more with their own custom chips. They have the technical roadmap to reach crazy level of performance in the near future.

Intrepid-Part-9196

From a purely engineering standpoint, since it is a LEO constellation, I would be interested to see the expected functional lifetime of the satellite in long term. It doesn’t help that they have a giant pancake shape that would have some drag on the satellite (yes there’s still air molecules in LEO, it’s almost nothing but when you have a giant trampoline traveling at 7km/s it adds up). For now at least the BW3 seems to be holding its eccentricity decently well so it has some station keeping capabilities (ie thrusters, I couldn’t find any info on what kind of station keeping thrusters), but the average altitude has fallen off a bit, according to the latest TLE it’s at 490km, and it was launched into a 500km orbit (503-519km at launch back in 2022. Proving that your satellite can talk to phones is one thing, maintaining a constellation is a completely different task with the significantly short lifetime of LEO satellites. So it would take a while monitoring BW3 and comparing it to BB1-5 over a couple of years to say whether or not their plans are sustainable. Meanwhile the market can do whatever the fuck it wants because everyone has attention span of less than 1/100 of 0dte and half of the people probably can’t even find the correct SpaceX stream when it launches, if they even know spacex is launching them

Thoughts_For_Food_

ASTS has accomplished a LOT. Their first sat BW3 is orbiting rn and has concretely demonstrated the tech with AT&T, FirstNet, and Rakuten. 5 BB B1 sats ready at cape canaveral and launching in 2-3 weeks. 17 more on the way with launches starting Q1 2025. Thousands of patents. SpaceX is trying to do D2D already but years behind and their tech is opposed by everyone in the industry but their partner T because it causes interference to MNO spectrum, so FCC is denying. They then tried to grab MSS spectrum from GSAT and FCC denied again. SpaceX is also a meat grinder with engineers leaving burned and hating the company. With FirstNet sole prime being AT&T, and AT&T partnered with ASTS, we know FirstNet funding is likely coming soon. FirstNet recommended yesterday to invest in 5G LEO starting FY2025. For sure, short term after such a runup it can go either way, but long term like you said everyone will be using ASTS. 45 MNOs and counting, representing 2.8B customers. I say by 2030 this is a 300$ stock.

Original-Lawfulness6


Thoughts_For_Food_

A cheetah wouldn't understand, but BW3, launching 5 more sats in Sept and the again 17 more on the way is about to unlock 2.5B clients.

Thoughts_For_Food_

Pretty low. Falcon 9 is reliable and ASTS know very well what it is doing. Already deployed BW3. Plus they're launching 5 and have 17 more on the way so.. Even IF there was 1 failure it wouldn't be catastrophic

OtroPedro

The only reason this is not at $100 right now, its because the succes of the lunch, not the succes of the tech. Once they are on orbit (They had already done that with BW, and now a days its so fucking easy to put something in low orbit) the contracts gonna flow, this tech its a game changer and they are the only ones that have it, at least for the next 3-5 years, pretty similar to NVDA at his days. Remember, this are only the preps for the lunch and the real deal, fasten your belts and enjoy the ride.

Woody3000v2

BW3 test results have demoed 3 bits/hz and sufficient uplink for at least four way video calls and streaming. I should be careful calling it a service. They have't sold it yet. But that's what Block 2 is for. It's finally the product: wholesale data to MNO. And it doesnt HAVE to be continuous. People originally thought that they couldn't sell intermittent service so bearish throughout, but that turns out to have been a mistake because: A) They could never have launched 20 sats at once anyways, even if they had all the money on hand and B) Why wait to use the service until it's continuous if it is frictionless and users don't even know they are on NTN? From a user perspectve, it will just seem like they have better service and coverage every launch until one day they are never outside of a service area. They will be beta testing this Fall/winter it seems and I think early subscriptions/rudimentary plans in 2025 will be sold. But yes, you are not wrong to question that. Although I should say what even BW3 can do was good enough for maybe 900k*3 from the government, and each BBB2 sat can do 10x more so 27m revenue/sat/year*5 sats is already reasonable.

Foulwinde

Two. Don't forget about BW1

NationalOwl9561

“ASTS disclosed 21 Mbps speeds achieved on BW-3”. Ok so they’re 4 Mbps higher than Starlink PER CELL. These aren’t per user speeds. And their technical requirement for upload speeds is “3 Mbps”. “ASTS **believes** it can reach up to 120 Mbps per beam” Lol. Ok It’s a lot of hype making is all I’m seeing here. Has anyone asked themselves for what purpose do they need satellite connectivity on their phone, how often, and at what speeds they’ll be satisfied with? And hopefully they realize these are open area tests not under trees, buildings, or indoors. Seriously, no one is asking “why” this is needed. It’ll be very useful for certain remote areas, but that doesn’t really generate a lot of business. It’s like everyone including AST has ignored the whole Iridium bankruptcy from the late 90s.

Woody3000v2

> SpaceMobile is seen as the “competitor” to Elon’s Starlink. But investors are clamoring over ASTS claiming it “has no rivals and dominates the space.” No, it is targeting the D2C market, which Starlink and TMobile only began targeting AFTER they realized AST was indeed going to succeed in launching their test satellite. The timing and nature of the announcement were telling. So rather, Starlink is attempting to compete with AST. In the future, it is possible AST eats at Starlink's core market and viceversa, but that's down the road. > So how many satellites does ASTS have in space? > ZERO, with plans to launch their first sometime in the month of September. They have BW3. Which is a test satellite, I admit. But it did earn revenue from a gov contract. It is also the sane size as the current production satellites, but with 10x less processing bandwidth. It will assist in providing commercial services, though. But to say they have no satelllites is misleading because it implies we don't even know if their current model will work. It will. > Starlinkl has over 5,000 satellites already in space that are fully operational and being used by consumers. Yes, for stationary wifi. Not cellular service. If you're thesis were true, Comcast would've bankrupted Verizon and AT&T. But we all know that wasn't what happened. Even if you account for the D2C Starlink V2 minis, there are only around 100 with maybe 20 beams each? AST sats have 5600 each. They may only be launching 5 sats, but sat count ignores sat capabilities. > ASTS will have a dilution fairly soon to raise further capital and will leave retail investors holding heavy bags. The stock skyrocketed specifically because they stated no more dilution in 2024 and probably none in 2025 as they target prepayments and ExIm financing. Currently it costs about 20m per sat, launch included. Prepayments from Voda, Verizon, and At&t now average 4m, 20m, and 5m per sat respectively give or take conditional on successful launch, operation, and FCC approval, all of which are imminent. And that is only 3 of about 40 MNO partners contributing. Currently, if they did 50/50 debt/prepayment, each MNO would only have to prepay 400k per sat if they take 2 years to build with Opex at 120m per year. And why would MNO want to pay for the sats? Because that's a small price to pay for global coverage, no dead zones, reduced tower costs, improved service, emergency service for disasters, especially when you get half the ARPU. The list goes on. Sorry, but your estimation is ignorant of the reality of the situation. The price will vary a lot over the next two years, but at the end of the day, they now have a service that works, a product to launch, and 40 of the largest telecoms on Earth who want them to succeed, nevermind the US military.

adarkuccio

They need to test etc but not as much as with BW3

youre_a_burrito_bud

I saw a post here in like 2022, I think. Definitely before BlueWalker 3. After reading about it, I believed it is the clearest game changer play I have ever seen. They had stacks on stacks of patents for the new technology, partnerships with most Mobile Network Operators, and proved it worked by sending a phone into space and having connect with BW3 on the ground. Seemed pretty solid.  Was feeling pretty bleak in the $2s this year, so I wish I'd gone *more* in buuuut still pretty dern exciting! 

F1CKEN

Military applications are already in use / being paid for with these 5 sats to be launched and BW3 in orbit.

corey407woc

Found out about ASTS through a meme here 2 years ago right before BW3 launch. Was 2 years early and was in the red for a while. Read spacanpanman, CatSe, and KookReport on Twitter and was hooked

DurdenTyler2020

Boglehead's forum used to have a famous subject called "Mel's Unloved Midcaps". It seems so much of the discussion was whether or not it made more sense to be a pure VTI and chill investor, or to do the Fama French thing and tilt small cap value that people forgot there were plenty of other very reasonable options. In fact, there is a very long back-test that shows midcaps have [done very well for their long-term investors](https://testfol.io/?d=eJytj0FLw0AQhf9KmPMe4sVDblotFGwRi6JICWN2EtdOduPsmlJC%2FrtTAyoepIfuaYb39r1vBmg4vCDfomAboRggJpRUWkwEBYAB8vbXNqk9MhRnuT4DaN9K52vG5IKHokaOZKDC%2BFpz2EGR%2FyxlLfSuOU%2BEwntNk8DsfFPunLcH73k%2BGuiCpDqwC4rzPIDH9tB9GUSd2Q1KQ9kMu6jfne8ppivXO6uUak%2Fyod1CehD6iuZ%2F6pKrtiRT7DSr%2BjBfrB5V7Egq8unrrnFjwAo2Sj%2Bab4R7z6Enmy2dPS3BcrY4juDOxe0%2BW7fIfFKC1cX1%2Bj%2BCzfgJlTG5NQ%3D%3D). Always be skepitical of backtests performing the same way in the future though.

Thoughts_For_Food_

ASTS earnings. Looking very good. Sats delivered to cape canaveral for launch in Sept, already working on next batch, enough cash for 12 months, no dilution this year, maybe some more guidance on BW3 and BB B1 revenue, maybe even some suprise good news (contracts?), warrants coming up soon.. Only way is up. 🚀

Thoughts_For_Food_

Lots of potential catalysts after launch. Already building the next sat. Warrants coming up. Contracts anytime. BW3 already earning revenue from US Gov via prime contractor. More to come? FirstNet?

Syab_of_Caltrops

I think you're blowing the Blackwell situation/rumor way out of proportion. Even if BW is delayed a year, these companies will still buy the last version to max production.

Woody3000v2

AST now has a strong base of support, increasingly institutional. In addition, AST has funds contingent on their launching and deploying, so the execution doubles as an equity unlock. Execution is also tied to regulatory catalysts, putting pressure on the FCC to release SCS frameworks lest they delay businesses. There will be a pump and a correction, but not like when BW3 launched.

Woody3000v2

Like AST last time BW3 launched lol.

Thoughts_For_Food_

Lots to unpack but I'll try >why does it have 20% short? I think many shorts trade on TA, don't understand that it is pre rev, and seriously underestimate the potential. Serious mistakes, and the more they short the more they will pump the price up when their puts get rekt and they have to cover. >someone on finviz said "200m cash / 170m debt; think they might do an offering or dilution around earnings to raise capital unless theyve found other financing & is blackout period now"? The company committed not to raise another ATM in 2024. Also the company has portion of last ATM they can still use, the warrants are now very likely to be called for redemption within 20 days which will inject ~160M$, BW3 the first 5 BB1s and subsequent sats will all generate important income, and with the SP running up a potential dilution say in 2025 would have much less impact than the last funding rounds, but jt is likey that they won't have to ever again. So things are looking pretty great IMO!

Important_Teacher_11

# NO "TURNAROUND": Babcock & Wilcow Enterprises (BW) Reports Q2 Loss, Lags Revenue Estimates August 08, 2024 — 07:35 https://www.nasdaq.com/articles/babcock-wilcow-enterprises-bw-reports-q2-loss-lags-revenue-estimates#:\~:text=Stocks-,Babcock%20%26%20Wilcow%20Enterprises%20(BW)%20Reports,Q2%20Loss%2C%20Lags%20Revenue%20Estimates&text=Babcock%20%26%20Wilcow%20Enterprises%20(BW)%20came%20out%20with%20a%20quarterly,adjusted%20for%20non%2Drecurring%20items.

AGGbliss

Babcock & Wilcox: Q2 Earnings Snapshot Associated Press Finance Thu, Aug 8, 2024, 5:26 PM CDT1 min read In this article: AKRON, Ohio (AP) — AKRON, Ohio (AP) — Babcock & Wilcox Enterprises Inc. (BW) on Thursday reported second-quarter net income of $25.3 million, after reporting a loss in the same period a year earlier. The Akron, Ohio-based company said it had net income of 24 cents per share. Losses, adjusted for non-recurring gains and to account for discontinued operations, were 11 cents per share. The power generation equipment company posted revenue of $233.6 million in the period. In the final minutes of trading on Thursday, the company's shares hit $1.11. A year ago, they were trading at $5.25. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on BW at https://www.zacks.com/ap/BW

brucekeller

I wonder if in the future there will be a BW and AW?

no-ego-

will never be the one and only, Starlink now is pivoting, but way behind and not nearly as good. But for what they are doing, direct to cell with MNO partners - coverage will be entire globe with 5g broad band. Everyone will have access. There are so many avenues. The list of partners around the world is awesome. Vodaphone, ATT Verizon, Bell Canada - and other majors in their regions. Imagine it acting as a constellation of big space cell phone towers orbiting the world and all the carriers use it to patch gaps in coverage areas - without having to build terrestrial cell towers ever again to get full coverage for their customers. ATT, Verizon in USA get first crack as they have made investment deals and prepayment deals to help build out first - but eventually everyone will get coverage and prioritized by similar prepayment structure (as a means of funding the buildout vs dilutive offerings) and/or strategic markets with the best return to maximize cash flow. They tout 45 agreements with MNO's currently serving 2.8 billion customers - maybe more to come. - maybe 10% 280 million customers or 20% 560 million get signed up for revenue share - (estimates of $2. per sub per month) 24 x 580 million? sick, right with 250 million in operating expenses? These are just numbers i have read about, no way to know how it all plays out from current subs, and new ones, ARPU or any of it. but 5 to 10 billion annually in profit over the next 5 to 10 years after full build out? again, not certain numbers, but need to create projections from what is out there. That's why i'm in this. I could be wrong, but it's how i and a lot of others see it. And yes, without dilutive capital raises in the past and new deals in place - this was very risky from a financing standpoint. It seems to not be a major issue anymore and ATT and Verizon have seen enough in testing from the BW3 satellite up there to move forward. ATT has been in from beginning - and has FirstNet funds to deploy for coverage buildout - ASTS should be a big part of that plan so is additional revenue. Could go on and on, but there are more qualified people to follow for dd. I started buying years ago at $10, up to $14 and then down to $2 - the last three months have been a blessing - because you know to hang on for years in the face of shorts - and bleak news and delays is tough. But the revenue and profit numbers, have seemed clear to me from the start. (if they could execute and survive the funding issues). i have been burned before with goods ideas that couldn't survive the finances to get to where they needed to be before. FYI, i realize this is a little scattered of a reply - head over to r/ASTSpaceMobile - hit the bookmarks, search around for dd among all the excited investors comments... Expecting the best!

Bazzer82

As soon as Trump wears a pair of Nike Air Classic BW on stage it's gonna be uncountable tendies all round for Nike believers.

Relandis

We already went over this man. It gets too convoluted if you inverse the inverse then inverse your own inverse to be safe. Just inverse the OP. That’s it. 90% tendies rate. You got tsla bears last earnings when Elon cucked them all with his AI company robot bs, there’s the NKE earnings dd and stock tanks 20%, and never forget the baby walking Dad with his Bath and Body Works research at 3, yes count ‘em up, THREE of his local malls, bullish on earnings due to the number of people with B&BW bags walking around lol. The only accurate DD in recent memory was Crowdstrike the other day… literally 12 hours before shit hit the fan.

PennyStonkingtonIII

Wingstop is a franchise so individual locations will probably vary. My town has a BW and a Wingstop so I decided to try them both. BW was overall better but I thought the flavor of the wings at Wingstop were slightly better. Neither one was really good, though. Personally, I think Wingstop is a tired brand. I don't see what's appealing about them now vs 5 years ago. I also think the restaurant sector is in for more pain until the rate cuts actually start. They are facing higher costs and decreased consumer spending for at least a while, still.

mortgagepants

BW is fast casual, WS is quick serve restaurant. two different segments.

casey-primozic

I would pay $100 for an expansion like Blood and Wine. Imo BW was better than the actual story line.

brintoul

I have made money on BW. I need more people to buy just because.

butts____mcgee

BW

butts____mcgee

BW

kunzinator

RILY is a great value play that also pays dividends. I am leaning towards a possible slight movement upwards Q2 and a big jump Q3. There is a subreddit for it where there are a number of DDs that can be found including one I wrote that goes over their holdings and the future potential. On that same note BW which is 30% owned by them is still pretty beat up but showing slow upward movement and should show nice gains over time as they recover.

PapaCharlie9

> JUN 21 CALLS 549/545 PUTS 520/502 This is a broken-wing IC, since the wingspans are not symmetric. > Total credit at entry was $1.32 so closing the position would result in a total debit/loss of $1.34. That's pretty terrible for an opening credit on a $4/$8 BW IC. You want to get more than the delta of the short legs per dollar of span, so for $12 total you only got $1.32, which implies a break-even delta of 11. Is that consistent with your opening deltas? If your deltas averaged higher than 11, you were running a losing proposition from the start. ? Given that SPY is sitting at $548.8x and break-even for the call side was 546.xx, what would your exit strategy be? Didn't you define one before you started? Read the explainer here: https://www.reddit.com/r/options/wiki/faq/pages/mondayschool/yourplan I probably would close and cut losses. Your right at the 100% credit loss level I usually exit at. Don't play chicken with expiration when running SPY. If it were SPX or XSP I might consider holding to expiration, but never with SPY, since that could mean tens of thousands in cash for an assignment. > PS. originally the trade was tighter, but I rolled the calls for a credit 2 weeks ago to give me more upside room... That shouldn't be a footnote. That's materially important to evaluating the prospects of the trade. FWIW, I would never make an adjustment like that.

An_AstMan

>ASTS will not provide broadband to users either. Given the capacity constraints on the sats its very unlikely. Source? >They will be able to provide call/text but not broadband, defined by the FCC as 25mbps donwolad per user and 7mps upload That redefinition is restricted to terrestrial providers, the old definition of broadband is still valid for D2D satellites. Even if that was not the case, they have been able to get close to that performance on just 5 mhz of spectrum during tests in Hawaii, if expanded to 10 or 15 mhz as they will during commercial use they will meet that definition based on the information we have available. Current known speeds for BW3 are at 21mbps downlink and 5mbps uplink on 5 mhz.

FootoftheBeast

There are 2 main risks to pre-revenue companies: tech and government regulations. IBRX somewhat has the tech but FDA nipped them in the bud (although they might still comeback). Once that happened the binary thesis was done and 0 was the chosen value ASTS tech is succesfully de-risked. BW3 is in space and it works. They are easily +95% of the way there. And government regulation is not a problem. FCC already signaled approval is a done deal and they are even batting for ASTS. There is no "FDA" here to nip anything.

CosmicSpiral

For the foreseeable future, tankers - particularly the independents that have spare DWT (deadweight tonnage) to exploit elevated spot prices - are the best midstream option for CAGR gains throughout 2024. [All freight rates are spiking due to a confluence of problems backing up lane traffic](https://cms.zerohedge.com/s3/files/inline-images/Snag_11856e33.png?itok=dgIUNafT), which is producing high TCE (time character equivalent i.e. daily revenue per ship) for all vessels. Two things to note: * Make sure they have sufficient LNG carriers in operation to take advantage. Construction of LNG carriers was halted during Covid and many of those vessels are just being completed in 2024 and 2025. You'll see moderate bumps this year, but the real party starts in 2025-2026 IMO. * Pure-play foreigner companies like Seapeak Maritime and Gaslog are *very sensitive* to both relative location of clients and FX rates. We're seeing the former with how the Red Sea blockade has rerouted Qatari LNG routes to India and SE Asia while forcing the E.U. to depend on the U.S. exclusively. For the latter reason, I'd recommend staying away from Mitsui O.S.K. and Nippon Yusen Kabushiki Kaisha. Despite their enormous LNG fleets, they're getting ass-blasted by the depreciation of the yen even though Japan's utilities are slowly accruing gas surpluses for resale to China and SE Asia. The India/SE Asia angle is opaque and has poor representation in NYSE unless you want to use the Nikkei or ASX. The only shipper I'm aware of is Singapore's BW LPG Limited (BWLP). The U.S./E.U. trade has DLNG, TNK, and TEN; GLOP was taken private in 2022. I have reservations about DLNG due to how two vessels are chartered out to Yamal LNG and the potential for its majority stakeholder to take it private.

the_blue_pil

Powerful processors. [This image posted by AnpanMan](https://x.com/spacanpanman/status/1796588115273900294) highlights the Bluewalker 3 (current test satellite) is running a 100mhz FGPA (Field-Programmable Gate Array) chip. FPGAs are configurable integrated circuits that can be programmed to perform specific computations or processing tasks after manufacturing. The 100mhz clock speed determines how many operations the FPGA can potentially handle each second (100mhz = 100 million cycles per second) and gives an idea of the throughput capacity. In that same image you can see that the Block 2 Bluebird satellites will be fitted with custom ASIC chips (Application-Specific Integrated Circuit) [designed by ASTS in collaboration with TSMC](https://finance.yahoo.com/news/ast-spacemobile-asic-chip-enters-214600179.html). This will be a major leap in processing power and efficiency (100x that of Bluewalker 3). This upgrade would significantly enhance the satellite's ability to process and manage data in real-time, and supporting more advanced applications. Also, Unlike FPGAs, ASICs are designed for a specific application, which allows them to be highly optimised for their intended tasks, bringing more efficiency and speed, so we could be looking at over 100x processing power of BW3. If you're the competition and you haven't begun design on your own ASIC chips, you're already out of the race. ASTS have 128 Mbps capacity per cell and adressable capacity for production Bluewalkers is 1.8M Gb/month That's enough for: 1.8billion mb / 2592000 (seconds per day in a 30 day month) = 694Mbps 694Mbps = 694,000Kbps 694,000Kbps / 12.2Kbps (highest usage for 4g voice call) = 56,885 simultaneous 4G phone calls any one time per satellite.

Interesting-Ad8564

Every home I go into has B&BW hand soaps/moisturizers. I believe you!

corey407woc

Holding for 2 years since BW3 launch

ChristianRauchenwald

Premiums for GME are currently quite high and the $370 premium you'd pay for the option you shared in another comment would already get you around 16 shares. That said, if you also could afford to buy 100 shares at one of the offered strike prices you could sell a put option (get paid, since you are selling the option) and buy a long option that has a lower premium, as shown in [https://www.youtube.com/watch?v=B5-0BW\_yBzE](https://www.youtube.com/watch?v=B5-0BW_yBzE) This way, if GME falls below the strike price of your put option by the expiration date you'd buy 100 shares but at a small discount (as long as the premium for your put option is higher than the premium for the call option) and if GME takes off already you are still profiting from that through your call options as well.

corruptbytes

used to work at BW, it's mostly like insurance firms, pension funds, etc... who need to have diversity and BW will be like 1-3% of their 100b+ portfolio

TheDr0p

No bottleneck for manufacturing? Upside for TSM if orders rush and can’t supply BW?

Viktri1

Didn’t he say they’re selling BW this quarter instead of next year? That’s like potentially another 25bn revenue or something this year on top of what’s expected

SailMaleficent6183

[Anthony Varrell](https://x.com/V_arrell)Josh Schiller from Boies Schiller Flexner will be joining the 4pm stream as well. [$MSOS](https://x.com/search?q=%24MSOS&src=cashtag_click) [https://www.youtube.com/live/M8DQ5X4yh7s?si=djrna9scg4UiY3BW](https://www.youtube.com/live/M8DQ5X4yh7s?si=djrna9scg4UiY3BW) live in 1 hour

long_short_alpha

Yeah, the BW1 is a smaller Testsat, so speed will increase. And still 15mb/s is fast enough to watch Netflix in 4k. 5mb/s is enough for full HD.

Broke4Life

Well they are in a squeeze play, they got their 10-k in, earning next week, BW earnings looked optimistic, they seem to be primed to squeeze. Even JeffAmazon is on the play. That is the 20k foot view though.