Reddit Posts
SABR DD - Bullish thesis Replacement Cost > market cap
Why doesn't SABER corporation ($SABR) sell its business to a HyperScaler ?
$SABR DD: Why this Open Letter to the SABER Corporation Board is a 10x Catalyst ("Calculations" will be provided)
Agentic AI for Travel - Will Sabre's Transition bring its lost Value?
Physical gold, silver & gold miners have outperformed S&P500, Nasdaq & NVidia YTD
What sectors / stocks do you think will boom in the next few years
What sectors do you think will boom in the next few years?
SABR: Sabre Corporation - 20% Short Interest + Short Squeeze Candidate
Mentions
Sabre started its AI investment journey in 2020..timing was unfortunate...but necessary...so today, almost 100% cloud and nimble, AI infused...it was a great preparation for what is unfolding right now..any LLM is just as good as the data..and Sabre spent last 50 years doing this heavy lifting..the age of paid placements and redirecting is over..plumbing is the key..funnel is collapsing..GDS is the king , solving L2B and being the marketplace..efficient and very cheap, cca 1.5% cost of distribution! So even if you choose to bypass this and -try- to do it for much higher cost( while you do not have expertise and 50 petabytes of highly mission critical proprietary data sabre accumulated last 50 years) why would any buyer connect with you if he can use sabre and be connected to 500 airlines in a single API/MCP. this way he gets transparency, price discovery etc...you not gonna get that on airline direct...Why would amazon exist? why amazon sells nike sneakers? bcs of price discovery, transparency, that is the power of any marketplace...and from UX just use mindtrip flights and UX is so much better, faster servicing..It is new market for Sabre after almost 25 years of B2c loss from OTA websites and others..so with rising ebitda, falling cost of debt, very strong moat it is very compelling opportunity
JD and GDS going down when they are having their best moments? Used the chance to scoop some more.
I went heavy into $GDS. Ready for earnings. Calls.
Im balls deep in GDS. easy calls
First off, I'm not responsible for buying. I'm giving you an opinion based on what I see with the options. That's it. I'm not telling you to buy, nor do I give a shit what you do or don't do. I have no control over you or the market. I do LOVE making my earnings bets though 😄 CAVA - Up KEYS - Down GDS - Down VFC - Up Again, these are just my opinions.
First off, I'm not responsible for buying. I'm giving you an opinion based on what I see with the options. That's it. I'm not telling you to buy, nor do I give a shit what you do or don't do. I have no control over you or the market. I do LOVE making my earnings bets though 😄 CAVA - Up KEYS - Down GDS - Down VFC - Up Again, these are just my opinions.
First off, I'm not responsible for buying. I'm giving you an opinion based on what I see with the options. That's it. I'm not telling you to buy, nor do I give a shit what you do or don't do. I have no control over you or the market. I do LOVE making my earnings bets though 😄 CAVA - Up KEYS - Down GDS - Down VFC - Up Again, these are just my opinions.
Opened today: - Calls: ADI • GDS • KEYS • PKE • VSAT - Puts: CAVA • TGT Disclaimer: don't do it!
I was managing IT events in Southeast Asia in 2022 or 2023 and these nebius guys came in after they had just moved their HQ out of Israel and had big money to spend to sponsor the event. Like spent the highest tier price and didn’t care to negotiate price and then for some reason they only had two reps there to talk to people. I was like damnnnn they must be getting a ton of funding. Lots of investment into IT infrastructure in general. At first, I used to think the investors at the events I ran were the VIPs bc they had the money to fund projects but then I realized everyone wants to fund datacenter builds. Saw this guy with 15-20 years of IT experience decide he wanted to build his own datacenter in Batam to service singapore. He investment from a pretty major Southeast Asia investment company. Had over 100 employees for like 2 years before they even broke ground to start building the DC. During these two years, all the hardware and software sellers were wine and dining this guy for two years (generator, racks, power busway, water treatment, batteries, servers, etc. all schmoozing him to lock in a future sale). We did the same because all our event sponsors were happy to meet him as a potential client. We let him speak for free at the event. He and his marketing team were all assholes. All his employees salaries and his own salary for two years were paid on investment debt bc they generated no profit. As soon as they start to move toward construction, the investment company pulls out. No clear public answer why. He said they wanted to control too much or something. But I think it’s because he hadn’t hit certain targets to keep the money flowing such as timeline or lining up clients. Why would a major player agree to rent out space from his first datacenter when they could go with a more established or trusted company like GDS or PDG or NTC or any other player? So yeah the money stopped flowing and the company was shut down overnight and the land was sold to someone else. All those 100+ people out of the job and millions of dollars wasted just because this egotistical asshole dude thought he could build a datacenter. That’s when I fully realized how deep the pockets are of investors into IT infrastructure, and it isn’t always going to be good investments. I saw a company that builds back up diesel generators drop 200k USD to sponsor a three day event, then another 100-200k to fly our team members and wine and dine everyone. This generator is only temporarily used if the main power source drops out unexpectedly. I think they sell around 1 million per generator and from what I saw they sell 1000 generators a year, so their marketing budget is bananas. And that’s just generators for DCs not even counting malls and whatever else
Amadeus is interesting because they're essentially a toll road on global travel bookings — every airline and hotel ticket processed through their GDS. But the thesis has risks: airlines are building direct-distribution systems to cut out intermediaries, and travel-tech startups keep trying to disrupt the GDS model. For an actual buy/sell decision, I'd look at their latest 20-F (they file with the SEC as a foreign issuer). Specifically: - Are booking volumes trending up - Are margins compressing from airline pressure - How much debt is on the balance sheet after their last acquisition spree Personally wouldn't touch it without understanding the GDS disruption narrative first.
The unsexy plumbing argument holds only as long as there is one set of pipes. The major flaw is **NDC** airlines are spending billions to build direct bridges that bypass the GDS tollbooth to avoid those very fees and reclaim their customer data. While AI needs the vault, it also enables airlines to build smarter direct-booking bots that don't need a middleman, potentially turning your indispensable utility into a legacy legacy syste.
Nah you have GDS. This is all because of fucking Benjamin Harrison.
# Lightwave Logic High-Speed Modulator Platform Now Available in GDS Factory PDK for GlobalFoundries Silicon Photonics Platform [https://finance.yahoo.com/news/lightwave-logic-high-speed-modulator-123000416.html](https://finance.yahoo.com/news/lightwave-logic-high-speed-modulator-123000416.html)
Agentic AI is the first thing that actually threatens that "middleman" position. Real talk, if a startup can build an agent that bypasses the traditional GDS (Global Distribution System) and talks directly to airline/hotel APIs, Sabre is in trouble. But if Sabre successfully integrates agentic workflows into their existing infrastructure, they become the "operating system" for the next generation of travel apps. Ngl, the "transition" risk is real. Transitions like this usually involve a massive upfront R&D spend that can kill margins in the short term. I've been following how legacy firms handle AI pivots, and it's rarely a smooth ride lol. The market is going to want to see actual "agent-driven" revenue, not just "AI-powered" marketing fluff, before they give this a valuation re-rating.
My port has Gain Derangement Syndrome (GDS)
I have GDS holdings, largest data center in China. Since China is overflowing in energy and is dirty cheap I think GDS still has potential to grow quite a lot.
Check chinese data centers, I'm bullish on GDS and Kingsoft
I'm holding BABA, BIDU, GDS, PDD and Autohome. Been pretty satisfied with their performance. Also I note they make a nice hedge against US chaos. They perform mid to slight red when US gets an entire green day, but rockets up when the US gets a bad red day.
That's a great bullish thesis for GDS. Chinese data centers will dominate with their cheap and abundant energy.
I've gotten BABA, BIDU, PDD, GDS, Beigene, Autohome in my wallet and I have very high expectations for each single one of these stocks. I also have Chinext and MSCI China A50 ETFs and they've been performing greatly so far. China is bound to soon reach their 2020 stock levels, and go way beyond that. The PCCh has already stated they want their markets to be a favorable environment for investors and I'm buying that.
China is hot! I added TCEHY, BABA and PDD today. Added a few others about a month ago - CQQQ, DIDIY and GDS. Rets Go!!!
I'm heavy on buying chinese stocks now. GDS Holdings ADR at -2.25% today while its HK version is +15.67% is the pretty much free lunch lol.
GDS - Down DY - Down/Toss Up EL - Up/Toss Up TGT - Up KEYS - Down LZB - Down
BABA, BIDU, GDS (relatively unknown but biggest data center in China)
GDS holdings is a Chinese data center company trading -279 P/E! Do we really think we are that better than China damn!
Massive bear trap just like every other terrible thing that happened in the last 3 weeks. We just keep going up. Target said no impact from tariffs, Home Depot said no impact, all of big tech said no impact, Lowe’s said no impact. Data centers are booming with more revenue coming (NBIS, coreweave, MSFT, GDS, VNET) Demand for autonomy is only increasing, Waymo adding new cities by the week, Baidu expanding AV in the Middle East, Chinese LiDAR companies are booming, Tesla is about to launch their own robotaxis. Quantum computing is the next big compute with multiple companies hitting ATH, IONQ making a huge comeback Large chip producers NVDA and AVGO are bubbling up and showing extreme resilience and strength selling more advanced chips. AVGO is 1% from ATH Incredible buying opportunities again.
GDS holdings gonna keep popping to $39
GDS holdings. Up another 7% PM quietly climbing day after day
Anyone noticing GDS silently bumping for the last couple of weeks. Up 7% premarket again today
Is this a China thing? Coz my $GDS also getting some premarket pump
World bank: China by percent of GDP: [https://data.worldbank.org/indicator/NY.GDS.TOTL.ZS?locations=CN](https://data.worldbank.org/indicator/NY.GDS.TOTL.ZS?locations=CN) US by percent of GDP: [https://data.worldbank.org/indicator/NY.GDS.TOTL.ZS?locations=US](https://data.worldbank.org/indicator/NY.GDS.TOTL.ZS?locations=US) CEIC data: China by percent of gross income: [https://www.ceicdata.com/en/indicator/china/gross-savings-rate](https://www.ceicdata.com/en/indicator/china/gross-savings-rate) US by percent of gross income: [https://www.ceicdata.com/en/indicator/united-states/gross-savings-rate](https://www.ceicdata.com/en/indicator/united-states/gross-savings-rate)
Well they are a bit risky but I’ve been slowly accumulating GDS since it was 8 mid last year- they are a Chinese datacenters company and MC is pretty low (tho maybe high for Chinese standards). It’s been on a rip up so who knows if it’ll continue. Again when Trump was last president it went up from like 12 to over 100. When he left office it dived down for four years to single digits. Now it recently hit 50 but currently at 40. Also today bought some WRD. WeRide is Chinese company tackling the driverless automation stuff. Newer company but Nvidia made a big investment in them when they were hovering around 12 and shot up to 32. Then to 40.. now low 20s which I think is fair. But being china, it all still makes me a little nervous
Wow GDS and VNET are absolutely ripping
GDS is I think my largest miss ever, I had a decent chunk at like $6, sold it all in disgust last year, now $50...
I’ve read a few posts started out with “I tried to tell y’all” GDS
GDS solid departure. It’s ripping
Lose it less fast. Only use $500 since you know you gamble. Move the other amount to savings. Do you know what a trailing stop loss is? The problem most options traders have is the exit. Call it greedy whatever, but if you don’t have a staunch exit strategy that you honor, expect more of what you got. And if you want to gamble, GDS a month out. When that $500 hits $1k, exit. Even if it’s in 5 min. You are Done for the day. Then do it again tomorrow with the same $1k. When it hits $2k, exit. Don’t use more than $500. If you lose that, then you have same problem as most options gamblers: no exit strategy. Pause for 6 months and study as much as you can while you use a practice acct. See you in July.
I’ve been riding GDS, VNET the other one
GDS. Not a pennystock but the backbone of AI in china....Data centres. Just bought 280 shares personally
If people were smart they would be dumping Nvidia to get on GDS , Chinese stock for computer datacenters .. it pumped during the last four years trump was in office.. now we also have this whole deepseek to also pump it
I did the same for GDS last week and it immediately tanked lol
GDS.. got in with small part of portfolio earlier this year when it was hovering at 7-8 buckeroos.. now around 20. With Nvidia gaining traction I was researching what China was doing for AI/Computer cloud stuff and GDS kept coming up. Wish I allocated more when it was 7-8 for about a month or two earlier in the year
Lfg GDS, got in at 8.. the obligatory wish I invested more
GDS was a brutal fumble for me, I was in around $6-7, and ended up taking losses. Now past $20 in a few months...
I'm really surprised no one else is talking about GDS. Shit has over tripled this last few months and not a peep on here. My favorite stock right now
Once rate cuts start happening I suspect solar (sunrun/nova) and electric car (rivn) to really take off. Now they are near their low. Also Hydrogen ETF and GDS (more of gamble)
SABR - They are the number 2 GDS(Global Distribution System) in this world. They are In high debt due to COVID era travel bans but recovering fast. Great stock for making big profits.
SABR - I have been trading this penny stock for several months and making great profits always. The company is in big debt due to COVID travel bans. However, it is recovering fast and the number 2 company in the world in terms of travel reservations. They call it GDS(Global Distribution System). Almost all airlines in the world use their GDS platform for ticket reservation.
Some analysts pointing out that Alibaba cloud might re-accelerate to double digit growth into 2025 driven by new AI compute, my super risky China data center play GDS has been volatile but mostly flattish recently, still think we could see a breakout if Tencent, Baidu, Alibaba, etc are all beginning to accelerate cloud again and demand picks up. Very interestingly today Baupost reported a new position in GDS with a small position. If you know Seth Klarman's style a chinese cash burning data center stock is very different than his normal choices.
Zero chance GDS goes bankrupt….
Told you regards about GDS. June 17 7.50C in at .52 out at 1.50 just on the gyna surge
High risk high reward. I do draw the line when a company has a significant chance of going bankrupt. Right now I am in Wuxi XDC, which is my biotech stock. The whole Wuxi Series has gone down in half. Wuxi Biologics and Wuxi apptec. It is because of the Biosecure act that may come in to sanction these companies. But if you take their share price and take out the amount to revenue from the American market, these stocks are oversold. So I buy figuring it has priced in the risk of the Biosecure act passing. These companies are making profit. They are not going to go to zero even if the act pass, their stocks may go down a bit more but is worth risking for x2 return. But with GDS, yes it may give you a high return but the latest ER is not good. Wuxi XDC literally beat estimates and grow both revenue and profit by 110% and this is the type of stock I'll take risk in.
I just did a brief Google search Why GDS Holdings Stock Is Plummeting Today March 26, 2024 GDS stock is getting crushed in Tuesday's trading. The Chinese data center company's share price was down 26.5% as of 2 p.m. ET, according to data from S&P Global Market Intelligence. GDS published its fourth-quarter earnings results before the market opened this morning, and there's a lot that investors aren't happy about. In addition to mixed sales and earnings performance, the company announced a new leadership appointment and fundraising move that indicate it will not sell its international segment. GDS serves up mixed Q4 results In the fourth quarter, revenue increased 6.3% year over year to reach roughly 2.56 billion Chinese yuan -- or roughly $360.1 million. While the company's growth rate ticked up, the business still posted a net loss of roughly 3.16 billion yuan -- or roughly $445.7 million. For comparison, the business recorded a net loss of 177.9 million yuan in the prior-year quarter, which works out to roughly $24.9 million based on today's exchange rate. On the other hand, the company's non-GAAP (adjusted) earnings before interest, taxes, depreciation, and amortization rose 5.7% year over year to roughly 1.13 billion yuan -- or roughly $159.5 million. While the company's adjusted EBITDA margin dipped from 44.6% in the prior-year period to 44.3%, the sales increase was still enough to power mid-single-digit EBITDA growth ‐-------------- Also, from Guru focus: Breaking Down GDS Holdings's Low Altman Z-Score A dissection of GDS Holdings's Altman Z-score reveals GDS Holdings's financial health may be weak, suggesting possible financial distress. The Retained Earnings to Total earnings ratio provides insights into a company's capability to reinvest its profits or manage debt. Evaluating GDS Holdings's historical data, 2021: -0.05; 2022: -0.06; 2023: -0.08, we observe a declining trend in this ratio. This downward movement indicates GDS Holdings's diminishing ability to reinvest in its business or effectively manage its debt. Consequently, it exerts a negative impact on its Z-Score. ‐---------- But anyway, I don't like to buy companies making a loss.
I agree. I have calls in GDS holdings. Once it gets even a little notice it will rise quickly to be more in line with analysts estimates.
GDS holdings. Been quietly floating up on low volume. Up 15% this week. Belongs $9.50-$10.50 but becusse gyna will stay in the $8.50 range.
GDS holdings. Looks like finally running
GDS holdings up 5% on no volume this dicker gonna rip before earnings don’t say I didn’t post
Anyone follow $GDS decent upside flying under the radar. Seen it mentioned here couple times but can’t find much
GDS holdings, dropped for no reason after earnings last week. Been climbing steadily since. Target by analysts 12-28 usd.
GDS holdings steady upward pressure
I believe you are a bit behind on what’s going on in the Chinese economy. GDS has just expanded internationally and received a $587 million dollar investment from 4-5 different institutions as of March 26th, as well as a large purchase by Pacer Advisors of $7 million which occurred today and resulted in a near 7% increase in share price.
GDS recovering some today after Hong Kong markets bid it up last night, I doubled down into some 2025 calls, being stubborn that those were good earnings and market is not being rational about it
The GDS private equity fundraising valued the s.e.a. component at 3.92 an ADR share. With the parent company shares at 6.34 I feel like its a steal since the mainland china business is much larger and closer to break even than s.e.a., but the market is disagreeing with me strongly atm
GDS getting walloped on earnings, results themselves didnt look bad to me with guidance for a re-acceleration of topline and ebidta + funding for SEA division
Gds at first glance looks really good to me, but still red premarket so far, plus they announced $587 convertible raise for their sea division GDS Holdings (GDS) Q4 2023 Earnings & Revenues Beat Estimates: - EPS: $-0.01 (est $-0.33) Diff: +$0.32 (+97%) - Revenue: $360.07M (est $357.63) Diff: +$2.44M (+1%) Guides FY-24 Revenue above consensus
GDS earnings 7 am tomorrow, pretty low bar already set hopefully they dont trip over it
GDS seems like a easy win But china
GDS is somehow up today even with almost all of china down and even VNET/Kingsoft down too. Hopefully they release great Singaporean deal terms soon, a full spin off of the s.e.a. data center business from the main land chinese business would probably make the shares appreciate the fastest but management might not want to do that
My degenerate risky moonshot play of the month is $GDS, a bombed out Chinese data center provider/operator with a new venture in Singaporean data centers. Talks of raising outside funds for that Singapore data center vertical are rumored and earnings are upcoming. GDS itself has received investment from the Singapore sovereign wealth fund GIC in the fast as well - [https://investors.gds-services.com/news-releases/news-release-details/gds-and-gic-form-unique-strategic-partnership-develop-and](https://investors.gds-services.com/news-releases/news-release-details/gds-and-gic-form-unique-strategic-partnership-develop-and)
$GDS calls now a 5x. This things headed for the moon and still trading under book value. LFG!!
What’s his reasoning for owning GDS? And do you agree with it? Looking at their financials, I’m seeing contracting revenue and margins. Plus this is a Chinese company, their market is getting battered right now so it isn’t too hard to understand why things are going bad for them financially and with their stock price. It’s up to you to figure out whether you think they can bounce back and if the current sell off is justified or not.
Spoken like a true ignoramous. It feels like you think making hardware is like coding some software. Describing circuits in HDL is just the tip of the iceberg, you need to solve problems in physics (lookup cell libraries, place and route, GDS etc etc), Multi-variable calculus and software to make a chip that’s competitive. Don’t trivialise what you don’t know. If it were that easy you won’t see Google, Facebook and Microsoft struggling to do it alone and rely heavily on traditional chip companies.
Bears thinking Biden wouldnt gigapump GDS #’s 
Biggest tech gainers this week: $KC, $AEHR, $GDS, $AI Losers: $SQ, $GTLB, $ASAN, $DDOG
**Challenge Account Update** I've been talking about *That Fucking Trendline* for half a year now, so that is what I've been trading. Bought lots of puts when we hit *That Fucking Trendline* resistance on 1/17. Sold on 1/18 for around $1000 profit. This helped to recover the big losses I took at the start of the month. Bought lots of calls when we finally broke through *That Fucking Trendline* on 1/23. Ended up getting stopped out on the pullback for a loss of around $400. Rebought lots of calls when we again broke through *That Fucking Trendline* resistance on Wednesday. Sold on Friday for around $900 profit. Very simple strategy, go short at resistance, go long once resistance breaks. I'm surprised so many of you tried to fade this rally when That Fucking Trendline getting killed was the most bullish thing we've seen in over a year. As always, follow the price action. I'm in full bull mode right now. Currently out of all my options positions, but holding 4 chair positions. I have started loading up on breakouts and will be buying a lot more on the next pullback. [**EH Chart +20%**](https://i.imgur.com/Gpg0rxD.png) [**GDS Chart +13%**](https://i.imgur.com/3Q9hNEy.png) [**PTON Chart +8%**](https://i.imgur.com/KVzP3gs.png) [**IQ Chart +3%**](https://i.imgur.com/45BW575.png) Here is the current SPY chart. I'm expecting a small pullback to either 10 or 20ma in the next week or two, but the price action is clearly bullish medium term. I'm going to get very aggressive buying as many breakouts and EP setups as I can find in the weeks ahead. [**SPY Chart**](https://i.imgur.com/2RlEnFh.png) The account has reached a new high and broke $12k / 200% return for the first time. If the bear market is indeed over I expect to start making strong returns again. **Current account value: $12,150. Total % Return: +204%. SP500 Return: -3.1%** **Third-Party Verified Trades:** [**https://kinfo.com/portfolio/23162/performance**](https://kinfo.com/portfolio/23162/performance)
Sticking with American Airlines, AAL, largest Airline in the world. Reports full numbers next week the 26th, should do 18-19+ before Earnings, next week. And SABR, largest GDS in the US and second largest worldwide.The entire Transport/Travel industry depends on a GDS ( Global Distributed System ) to provide air flight bookings, Hotel, Car Rental, Rail, Cruise, etc. SABR reports first half of Feb 2023 appx.
$SABR , $AAL , $DAL can’t stop 18.5% of the worlds population from moving around in the world, especially after Covid Zero Pivot and eviceration. One big Revenge Travel is in order worldwide. Plus it’s lunar year in China and it’s a mass exodus from all countries worldwide back to the worlds largest consumer market. To be with their beloved Chinese family members whom they have not been able to see or join for over three years. $SABR - GOOGLE WHAT A GDS IS. SABRE is the USA’S LARGEST GDS and the Worlds SECOND LARGEST GDS.
Still holding 1 of the 3 GDS 20c's I grabbed before Xmas up 275% think it gets to 29 before downtrend oh well made back my money just gonna watch
You can choose to see the asks or the bids.... in the trade menu you right click on the strike price you want ... right click on the ask or the bid and in the menu choose "send to chart" and choose a position for it. Here is a screenshot of the asks for `GDS` options to the left of the actual GDS price chart - https://i.imgur.com/6PsIPRo.png
I'm gonna get rid of this 20c on GDS up 150%, just feels like it's gonna pull back any day now
The GDS calls that was mentioned yesterday for mid Jan, any further recommendations? About to buy a $17.5 call.
GDS was mentioned yesterday. It's up 9%!
Biggest tech gainers in November: GDS: +84% AMKR: +43% LSCC: +40% U: +37%
Who recommended GDS can we hear thoughts about present price since it came up
Looking to exit GDS up 20% on the month
$RKLB Some positive SPAC news: >Rocket Lab USA, Inc (NASDAQ:RKLB) ("Rocket Lab" or "the Company"), a leading launch and space systems company, today announced it has been selected by MDA Ltd (TSX:MDA) to develop the Satellite Operations Control Center (SOCC) for Globalstar's (NYSE:GSAT) growing constellation. MDA is the prime contractor for Globalstar's new Low Earth Orbit constellation. The SOCC contract builds on the existing relationship between MDA, Rocket Lab, and Globalstar established in February 2022 when Rocket Lab was awarded a $143 million contract design and manufacture of 17 spacecraft buses for Globalstar's new Low Earth Orbit satellites. These new satellites and SOCC will augment Globalstar's existing constellation, delivering reliable mobile satellite voice and data services from space. The SOCC system will be developed by Rocket Lab's Denver, Colorado ground data systems team and based on the MAX Ground Data System (MAX GDS). MAX GDS is in use on several satellites and constellations, including the DARPA/SDA Mandrake-2 mission involving two formation flying spacecraft performing optical crosslink demonstrations. The Globalstar SOCC will provide 24/7 monitoring and management of Globalstar's constellation including: \*Continuous satellite control and monitoring using Rocket Lab's MAX GDS, a constellation-class ground software solution that provides complete spacecraft command and control. \*Satellite orbit determination, maneuver planning, collision avoidance, orbit maintenance, and propellant management. \*Satellite health analysis and reporting, anomaly resolution, performance trending, payload monitoring, management, and reconfiguration. GSAT is the backbone for the new AAPL iPhone satellite communication service and RKLB is building the satellites and doing C2.
Going back to GDS you think long term bullish?