Reddit Posts
$ZJYL shorts crushed a few to keep watching today
Mentions
$90-100 EOY? (Copy/pasted since this sub blocks most websites): WHAT'S TO COME IN 2026 FOR AST SPACEMOBILE 2026 Catalysts There are plenty of catalysts the Sp🅰️ceMob are expecting during 2026 and beyond, here's what to keep an eye on Company - Initiation of research coverage by Citi, Goldman Sachs, Jefferies, Morgan Stanley, Stifel etc - Update on process of obtaining L-Band and S-Band spectrum licenses across the globe - Update on Google partnership and implementation plan - Announcement of Apple partnership - Announcement of Sirius XM partnership - Automation of manufacturing processes to enable further scaling Earnings Calls - $50-75M of revenue guided during previous earnings calls - Revenue guidance for 1H 2026 and 2026 - $175M stc prepayment made during Q4 2025, to be reported during Q4 earnings call in early February - Updated manufacturing table showing progress of satellite manufacturing for BlueBirds 14 onwards - Update on EXIM and other non-dilutive funding worth over $500m - Confirmation the company can now produce 6 satellites per month - Update on when the AST5000 ASIC chip will be integrated into the BlueBird satellites - Progress update on the 9 government contracts with Department of Defense (DoD), Space Development Agency (SDA), Defense Innovation Unit (DIU) - Acquisition of new manufacturing space in Midland, TX focused exclusively on Micron production Launch - BB7 launch during Q1 on either SpaceX F9 or Blue Origin New Glenn - BB8 - BB10 transported to Cape Canaveral for launch on SpaceX F9 - BB11 - BB13 transported to Cape Canaveral for launch on SpaceX F9 - Launches of Block 2 satellites in batches of 3-8 satellites every 1-2 months MNOs - Unlocking of $45m prepayment from Verizon upon FCC approval (already signed DA) - Unlocking minimum $20m prepayment from Vodafone - Execution of DAs with 50+ MNOs from around the world including Bell Canada, Etisalat, Orange and Telefonica. These could include prepayments or strategic investments. - FirstNet Investment and Definitive Commercial Agreement - Initial launch of service in conjunction with key strategic MNO partners Government/FCC/Regulatory - Golden Dome awards - Additional government contracts - FCC approval for full US commercial service - Proposal for PNT service accepted by FCC as alternative to GPS - EU allocation of 2GHz MSS spectrum to SatCo (likely 2027)
**Estimated**\- Primary Completion Date 2028 January. "The date on which the last participant in a clinical study was examined or received an intervention to collect final data for the primary outcome measure. " However-"The main questions this study aims to answer are: 1. Can leronlimab, in combination with standard of care therapies trifluridine and tipiracil+ bevacizumab, **increase the objective response rate in persons** with CCR5+, MSS, mCRC who have progressed on prior treatment before participating in the study. 2. Is leronlimab safe and well tolerated in these subjects when used in combination with standard of care therapies trifluridine and tipiracil+ bevacizumab." If more than 10%ish of the patients respond the answer to number 1 will be 'yes'. This data will be available long before the safety data final collection date. The actual duration of effects of the trial substances will be-"The time from the first documentation of response, either partial or complete, to the documentation of the objective tumor progression or until death due to any cause. All of this for the current trial protocol which the company is seeking to expande to the inclusion of ICI's. if allowed there will be some revision.
Company Progress • The DOJ/SEC investigations are closed, and CYDY was not the focus of the case. • The company has treated over 1,600 patients and is submitting its safety profile and supporting data for publication. • The Phase 3 MDR-HIV trial achieved statistical significance. • The Phase 2 MSS-CRC trial builds upon promising basket-trial data showing tumor size reduction, modulation of the tumor microenvironment, and PD-L1 up-regulation—potentially enabling synergistic combinations with checkpoint inhibitors. Management has communicated that PD-L1 data is expected in January 2026, which could pave the way for partnership funding or collaboration opportunities. ⸻ Conclusion Given the company’s strengthened fundamentals, clinical progress, and the closing of its regulatory challenges, CYDY appears significantly undervalued at current levels. Based on peer comparisons alone, a near-term valuation in the $3–$5 per share range seems reasonable even before accounting for additional indications or future developments.
Company Progress • The DOJ/SEC investigations are closed, and CYDY was not the focus of the case. • The company has treated over 1,600 patients and is submitting its safety profile and supporting data for publication. • The Phase 3 MDR-HIV trial achieved statistical significance. • The Phase 2 MSS-CRC trial builds upon promising basket-trial data showing tumor size reduction, modulation of the tumor microenvironment, and PD-L1 up-regulation—potentially enabling synergistic combinations with checkpoint inhibitors. Management has communicated that PD-L1 data is expected in January 2026, which could pave the way for partnership funding or collaboration opportunities. ⸻ Conclusion Given the company’s strengthened fundamentals, clinical progress, and the closing of its regulatory challenges, CYDY appears significantly undervalued at current levels. Based on peer comparisons alone, a near-term valuation in the $3–$5 per share range seems reasonable even before accounting for additional indications or future developments.
Company Progress • The DOJ/SEC investigations are closed, and CYDY was not the focus of the case. • The company has treated over 1,600 patients and is submitting its safety profile and supporting data for publication. • The Phase 3 MDR-HIV trial achieved statistical significance. • The Phase 2 MSS-CRC trial builds upon promising basket-trial data showing tumor size reduction, modulation of the tumor microenvironment, and PD-L1 up-regulation—potentially enabling synergistic combinations with checkpoint inhibitors. Management has communicated that PD-L1 data is expected in January 2026, which could pave the way for partnership funding or collaboration opportunities. ⸻ Conclusion Given the company’s strengthened fundamentals, clinical progress, and the closing of its regulatory challenges, CYDY appears significantly undervalued at current levels. Based on peer comparisons alone, a near-term valuation in the $3–$5 per share range seems reasonable even before accounting for additional indications or future developments.
Company Progress • The DOJ/SEC investigations are closed, and CYDY was not the focus of the case. • The company has treated over 1,600 patients and is submitting its safety profile and supporting data for publication. • The Phase 3 MDR-HIV trial achieved statistical significance. • The Phase 2 MSS-CRC trial builds upon promising basket-trial data showing tumor size reduction, modulation of the tumor microenvironment, and PD-L1 up-regulation—potentially enabling synergistic combinations with checkpoint inhibitors. Management has communicated that PD-L1 data is expected in January 2026, which could pave the way for partnership funding or collaboration opportunities. ⸻ Conclusion Given the company’s strengthened fundamentals, clinical progress, and the closing of its regulatory challenges, CYDY appears significantly undervalued at current levels. Based on peer comparisons alone, a near-term valuation in the $3–$5 per share range seems reasonable even before accounting for additional indications or future developments.
Company Progress • The DOJ/SEC investigations are closed, and CYDY was not the focus of the case. • The company has treated over 1,600 patients and is submitting its safety profile and supporting data for publication. • The Phase 3 MDR-HIV trial achieved statistical significance. • The Phase 2 MSS-CRC trial builds upon promising basket-trial data showing tumor size reduction, modulation of the tumor microenvironment, and PD-L1 up-regulation—potentially enabling synergistic combinations with checkpoint inhibitors. Management has communicated that PD-L1 data is expected in January 2026, which could pave the way for partnership funding or collaboration opportunities. ⸻ Conclusion Given the company’s strengthened fundamentals, clinical progress, and the closing of its regulatory challenges, CYDY appears significantly undervalued at current levels. Based on peer comparisons alone, a near-term valuation in the $3–$5 per share range seems reasonable even before accounting for additional indications or future developments.
I have been invested in this company for several years strictly because the science is game changing. This is not hyperbole, that is how some of the Oncologists that have witnessed the results of Leronlimab has described the results they have seen. In the last 2 years Dr. Jacob Lalezari has turned the ship around from past managements deplorable performance. Dr. Lalezari has cleaned up the mess from past managements mistakes and has everything in order to move this drug forward. Looking forward to seeing results from the current MSS-CRC trial
Best Results from CYDY (Leronlimab) Trials – Summary HIV (Combination Therapy & Monotherapy) 1) Achieved primary endpoint in Phase 3 trial for treatment-experienced patients. 2) Some patients on monotherapy maintained viral suppression for years. COVID-19 (Severe/Critical Cases) 1) Phase 3 data showed reduced mortality and faster hospital discharge in critical patients vs. placebo. NASH/MASH (Liver Disease) 1) Phase 2 (open-label): 50% of patients showed ≥80ms reduction in cT1, a key marker of liver disease severity. Preclinical data showed reversal of fibrosis and liver fat reduction. Metastatic Triple-Negative Breast Cancer (mTNBC) 1) In small subgroup, 15/17 patients on ≥525 mg dose showed increased PD-L1 expression (potential synergy with immunotherapy). 2) Some long-term survivors (up to 4 years with no evidence of disease). Metastatic Colorectal Cancer (MSS, CCR5+) 1) FDA cleared Phase 2 trial design combining leronlimab with TAS-102 + bevacizumab. Trial to assess ORR and safety. Promising. Something for the longs to feel hopeful in seeing.
Second rate? They have 70%+ WW MSS in both client and server! How does no one want their product?
**PART 2** Now let’s talk about **Products**. For a long time Intel Products kept the Foundry busy, and Intel’s extreme MSS and margin easily paid for new fabs, whose cost relative to profits was low. What changed was the cost of fabs grew exponentially, Intel stumbled on 10A, and AMD – the main competitor that was always behind on process technology (for contractual reasons) was able to move to TSMC ***and instantly become a node (and almost 2 years) ahead and drive down Intel’s profitability***. This is very apparent when you compare metrics like core counts, power, power/rack, etc. and look at the financials and MSS of both companies. So basically AMD using TSMC can make as-good, in reality even better products than Intel. And in a world that is power conscious, AMD with better power specs is advantaged. What keeps Intel in the game is a strong brand, a strong moat in other business areas (like channel distribution), and quite frankly sometimes customer’s religious belief in Intel. But no matter what your religion, the net/net of all of this is ***Intel MSS and gross margin will continue its downward slide***, AMD’s MSS and gross margin will continue its upward growth until they both meet in the middle. Just look at the last 8 quarterly reports of both companies if you don’t believe it. So Products will have a good business and keep selling Cores and Xeons for the foreseeable future, ***but at a continuing decline in profitability and volume*** (unless they somehow can insert themselves into the AI game). To put some numbers to the challenges above, assuming a net profit margin of 40%, and given 4.3B shares outstanding, to achieve a P/E of 20 (btw TSMC’s is 30) Intel would need a revenue of **$215B**. Note that Intel has never hit $100B. As far as external factors, if there is any type of economic slowdown or recession then demand will drop and affect Intel disproportionally. Keep in mind the inflation due to tariffs hasn’t worked its way into consumer pricing yet. We should start seeing material tariff-induced inflation likely in Q1. On the plus side the Administration’s ***One-for-One chip strategy could be very beneficial to Intel with one caveat***; if Intel’s 18A and/or 14A don’t work or yield well, customers like AAPL simply won’t be able to use them no matter what politicians want. The other positive is that even with a slight downturn it appears AI spending (now est at $3T by 2030) can’t be stopped, and that spending is largely all leading node semis. ***So by financial metrics like P/E you can see INTC is trading on future hope, and the road ahead is an extremely hard one for Foundry and a slowly declining one for Products.*** How high will hype drive the price? Who knows, but at some point when the news wears thin and analysts run the numbers the price will probably peak and start coming back to reflect reality. Personally I think a Foundry customer announcement will jump the stock up again, but unless it’s a huge deal (volume in the millions, multi-year) that might be the last peak before it drops and finds steady-state. IMHO the OP with that cost basis has a lot of money tied up with very little upside and some downside; personally I would probably break that up into several tranches at several price points (say 39 through 45) to both take profits and invest that money into something with more growth potential. The rest of the market is too hot to have a cost basis of $35 and that much money tied up on hype. As for my Call options – they’re all ITM so they’re mostly tracking the stock price at this point, so I’ll wait for that Foundry deal to come and then start unloading, preferably next year (for personal reasons). My personal target is to start unwinding at $40 or higher. But I’ll be looking carefully at the Producer and Consumer inflation reports and other signs that the economy is slowing. My two cents.
Nice position! Since Feb I've been loading up on call options, which were incredible cheap earlier in the year. My investment thesis was pretty simple - a F500, $50B company with 70%+MSS in servers and clients that is one of only three companies that can make the world's most advanced semis and was ***trading at book value***. If that wasn't enough, the current "make-it-in-America" administration commissioned a study into the industry with the only logical conclusion being they are too strategic to fail. Once Trump called for LBT to be fired (his way of inviting him to the White House) it was obvious that they were going to make Intel Foundry successful. Intel doesn't need cash nearly as much as Foundry customers, which is the only thing that will save it. At $35-$40 it's topped out on cash infusion news and trading ***way*** past fundamentals, but news of any **Foundry** business will propel it upward proportionally to the amount of business announced, which will likely be relatively small because 18A is not external-customer friendly (likely the reason that the NVDA announcement is about ***co-developing*** chips) and 14A has to be proven before any big customer (AAPL, NVDA, AMD, AVGO, QCOM) bets their revenue streams on it. But certainly a number of smaller deals across both nodes would be big news. My options range from March 2026 through Dec 2027. Earlier this year those were relatively cheap; for example my 20-MAR-2026 15C was $6.76 (screenshot from ThinkOrSwim). https://preview.redd.it/r83ag6t8htsf1.jpeg?width=1714&format=pjpg&auto=webp&s=ee1e7aadf0a69b223c3be26b739f70f38519fe41 Believing there will be Foundry announcements (driven behind closed doors by the current administration) I even bought some recently as you can see above such as the 19-MAR-2027 35C @ $11.15. I like the long dated options because 1) they qualify as capital gains after a year and 2) after Delta reaches 1 they simply grow linearly with the stock price which I expect only to go up over the next 2 years (in the case of DEC 2027 calls). So an investment of \~$138k this year netted about $300k. (The other semi investment this year was TSM @ $175). So the next significant jump will depend on news about Foundry customers, but keep in mind it's trading way past fundamentals as Foundry will continue significant billion dollar losses probably for ***at least 4 quarters***, and the 14A node is a big question mark regarding PPA and yields. There is also a real possibility Foundry could be spun-off (yes I know there are clauses regarding that in the government funding but nothing that prevents it, or it could be (gasp!) nationalized) which will likely be positive for the stock price. Therefore I think it's still a good stock or (long-dated) call option investment as there is tremendous hype around Intel as well as the administration backing it. Just my two cents.
Im looking at $MSS, it showed promise but Im more cautious now
Thought on MSS.it was up 470 % before loosing all gains . Hoping for recovery
f. MSS, dumping, will have to add more
MSS - The company recently unveiled its quarterly results, showing a shift from net income to a net loss compared to the corresponding period from the previous year. Recent analyst recommendations have positioned Maison Solutions with a “Buy” rating, suggesting favorable future potential for stockholders. Been very active this week, worth a look.
Found MSS with a screener, looks like it's setting up for a big squeeze, what do you think? 20 mil volume and opened low, look at the graph, may squeeze.
Anything you guys have on your watch for AH today that are not stock mention this week here so far ? I became bag-holder on $MSS (luckily not a lot invested)
MSS secures $70M for digital asset Treasury It gained 470% yesterday but lost almost all gains by EOD. So hopefully it might gain some momentum today.
MSS - Announces Up to $70 Million private placement to Launch Worldcoin Digital Asset Treasury
Sold PSTV for profit, Holding DFLI. Might add MSS
DFLI and MSS seems to be good plays
Before the pump today MSS hit ~1.30 for 48 hours two weeks ago. The dip to sub 1$ seemed designed and saw resistance at .93-.95. I think it will see stability for a bit, and a buy under 1.40 is steal. Keep an eye on this one for sure, easily 2+ stable in the next few weeks.
Views on MSS. Secures $70 M for digital asset Treasury. Stock was up 470% but was back to original prices by EOD
MSS back on the move, went up 500% today then came back down to 0. Could be due for another run
Check out MSS. Here's your rubber band.
I feel like very few comments get removed on this sub, maybe if you posted it and did some DD and it got removed from that? Don't know, I just looked at your history and didn't see a MSS call out since today so.
I could be wrong, but I don’t think you called MSS? Unless you mean todsy, because I don’t see you calling it out since
Called NUAI at .40. Called MSS at .93 all within the same week. yet again, first one in the sub to drop tickers before the hype lol Do your own DD, next play im watching: KBLB
Anyone in on MSS? Was a penny stock this morning and now it's up 500%!
MSS been highly underrated for a long time now lol been holding for three weeks and finally paid off
Be careful with 6k investor,. With buying wait a little bit for a good entry and you have to sell just after some pump. For his shots its super easy to get stuck on too high avg price. Its just for quick buy and quick sell. plus remember dont hold these stocks. Examples: CASK and MSS. Check price action and you will see. Its pure gambling
It faced regulatory challenges for terrestrial use not MSS use (which is the way it was supposed to be used) so I will disagree here.
HUGE WIN! Watch $MSS that could be next
Perhaps, but you didn't say the market doesn't care about Intel's MSS, you said Intel is losing in every market, which is just not true.
> US companies are miles behind China anyway in quantum computing, quantum communications especially quantum key distribution. If we’re going based purely off public information, I’ll absolutely give you QKD, but to say the US is “miles behind” in terms of quantum hardware and algorithms is disingenuous at best. But that is all moot considering you’d be ignoring the massive and dissimilar roles that the government and the intelligence communities of each country play in quantum computing. China’s MSS/government is inextricably linked to the private sector in general, but *especially* with quantum computing and other new tech. On top of the significant cultural aversion to losing face, there exists such a massive incentive for China to hype up “breakthroughs” and downplay/outright hide any sort of setback that you need to take literally every single piece of public information with 20kg of salt. The US government is involved with quantum computing in the form of classified contracts with companies and direct government organizations such as IARPA, but not nearly to the degree that China is. The US actually shares data with its closest allies, who are able to reproduce the data to get some degree of veracity. What’s most telling is that China is focused on offensive attacks centered around decryption as the end goal (eg RSA/ECC decryption) while the US and its allies have already started focusing on PQC (post-quantum cryptography). Info on China’s quantum computing abilities info is coming straight from the MSS and is focused on stealing the other side’s information. That should tell you something.
I refuse to accept these new “M” gym shorts I bought haven’t been shrinkflated into MSS 
Unfortunately there is no US PPT. Only China PPT, which is a real thing. MSS agents please come and insult me...
You write this in your MSS office or in India?
Yeah. I'm glad people are bagging it. I've been trying to trade on MSS and technicals and it's brutal. Switched to momentum and it's been easier, but it feels way more volatile and a gamble, which I don't like.
The CIA, FSB, MSS, MI6, DGSE, and BND looking at the Canadian elections: 
Had an interesting thought today. I wonder what would happen if I took all my cannabis, investment money, or was left of it and stuck it into something like MSTR or bitcoin how I would be doing in about a year from now? I think the chances of bitcoin doubling are probably a lot more higher probability than recovery in this sector within the year. Now recovery in Cannabis would probably take me up higher ( 200.%), but the downside is probably also substantial. I don’t think that bitcoin will fail because it’s become too big already I think, with even the president backing it. I guess I can revisit this six months and a year from now, where bitcoin is around 97,000 and MSS is around 3.50.
You forgot the MSS of his good friend Jinping.
Like talking to a wall lmaoFirst you don't know what they do; I show you what they do. Then you ask for demo's. I show you demo's. Then you are unaware what the military application is; once again I show you this: [https://www.youtube.com/watch?v=mhwDDPQuUQ0&ab\_channel=PalantirBite-Sized](https://www.youtube.com/watch?v=mhwDDPQuUQ0&ab_channel=PalantirBite-Sized) (2 years old lmao) "Palantir is “delivering AI through Maven Smart System, allowing customers like the 18th Airborne to match the performance of what used to be a 2,000-staff targeting cell during Operation Iraqi Freedom to a targeting cell of roughly only 20 people today Palantir built a name for itself in the national security space, with a data platform that brings together disparate data sources with a simple interface and it was its work here that stood out on the call to [*The Stack*](https://thestack.technology/?ref=thestack.technology) *–* not least for reemphasising two important points: 1) That few areas are being “digitally transformed” quite as significantly as national security and that 2) The effectiveness of this is not simply about buying new software. The Maven Smart System (MSS) is not an exclusive Palantir product, although it has become the primary vendor for the user interface and workflow software of the military software, under a programme of work that has brought in the likes of AWS, IBM, Maxar, Microsoft, Raytheon, Sierra Nevada Corporation among many others over the past few years. MSS, as one [insightful report](https://cset.georgetown.edu/publication/building-the-tech-coalition/?ref=thestack.technology) from Georgetown’s Center for Security and Emerging Technology recently highlighted, can “access sensor data from diverse sources, apply computer vision algorithms to help soldiers identify and choose military targets, and then provide workflow support that enables a request to be approved by the chain of command in order to strike a target. It can also serve as a repository where battle damage assessments can be stored, as well as provide a map of the location of friendly forces and targets” all via single integrated interface for users. " TADA
https://preview.redd.it/d9z817facb7e1.jpeg?width=1290&format=pjpg&auto=webp&s=0a17c42ad9679e9f30a25775933da6815b28d8ef MSS
The new contract between Globalstar Inc. (GSAT) and Apple Inc. is expected to have a significant positive impact on Globalstar’s stock. Here are the key details: Investment and Prepayments: Apple will invest $1.5 billion in Globalstar, with $1.1 billion in staggered cash prepayments to fund the network expansion. This investment will cover costs for new satellites, expanded ground facilities, and broader MSS licensing globally. Read more. Network Expansion: The agreement includes launching a new satellite constellation and enhancing ground infrastructure, forming an “Extended MSS Network.” Globalstar will allocate 85% of its network capacity to Apple, while retaining full revenue from terrestrial and satellite services. Revenue Expectations: Globalstar anticipates more than doubling its annual revenue following this expansion. The company plans to use about $232 million of the cash from Apple’s prepayments to reduce its debt burden. Service Enhancements: The current network supports Emergency SOS and basic texting for iPhone users. The new constellation aims to provide more advanced services, though specific upgrades to iPhones have not been detailed. Equity Stake: Apple will also purchase a 20% equity stake in Globalstar for $400 million, further solidifying the partnership. Read more. This agreement positions Globalstar to significantly expand its satellite services, enhancing its capabilities and revenue prospects, particularly in supporting Apple’s iPhone users with advanced communication services. The positive sentiment around this deal has already led to a surge in Globalstar’s share price.
Been adding shares and Jan 2026 LEAPs here for the past couple weeks. Market absolutely hates the stock and it seems priced for BK ($1.3B valuation) despite having ~$2B in cash, $1B revenue per quarter, and not being too overleveraged. Yes they've experienced some major technical setbacks, have taken time to integrate Inmarsat, and have had their lunch eaten in the residential broadband market by Starlink - but their mobility segment (now the primary focus) has a stickier & higher margin customer base that isn't going anywhere anytime soon. Management has guided for FCF generation in a few quarters, largely due to reduction in CapEx, but will have to verify whether they're on track in Wednesday's ER. Honestly think there might even be a buyback angle (see: $IRDM's program) They also have more opportunities for growth than one might expect. I like what they're doing in the D2D space (aka what Starlink D2C and $ASTS are doing, except VSAT uses MSS frequencies which don't require MNO partnerships). They're partnered with Skylo (which is already doing SOS on Google Pixel 9, and will do texting soon on some Verizon Android phones), just tested with BSNL in India, and founded the MSS Association for standards-based NTN. They have a lot of global coordinated L-band that can be put to use for this burgeoning market. Last but not least they have a partnership with $RKLB (my primary position) on a data relay demonstration for NASA CSP. I find it promising that they're willing to partner with innovative up-and-comers with vertically integrated satellite build & launch capabilities, and would like to see more of this as it'd be a win-win for my portfolio. Short-medium term PT is return to $20-30 levels. Space is a hot theme right now, $GSAT (another OG satellite operator, ticker one letter off) is up 70%+ in the last 2 days.
No worries, just the MSS. Pump and dump isn't in their motto, might be in the bylaws though... Motto - "Serve the people firmly and purely, reassure the party, be willing to contribute, be able to fight hard and win"
Be careful with MSOX which is down about 68% in the past year as opposed to MSS being down only 20%. I’m not sure why this is happening but I think many of us would expect that they would relate two to one as implied by the 2X.
Initial Reports of a Drone Attack on U.S. Forces stationed at MSS Euphrates near the Conoco Gas Field in Eastern Syria. ---- It's starting...............
ASTS has accomplished a LOT. Their first sat BW3 is orbiting rn and has concretely demonstrated the tech with AT&T, FirstNet, and Rakuten. 5 BB B1 sats ready at cape canaveral and launching in 2-3 weeks. 17 more on the way with launches starting Q1 2025. Thousands of patents. SpaceX is trying to do D2D already but years behind and their tech is opposed by everyone in the industry but their partner T because it causes interference to MNO spectrum, so FCC is denying. They then tried to grab MSS spectrum from GSAT and FCC denied again. SpaceX is also a meat grinder with engineers leaving burned and hating the company. With FirstNet sole prime being AT&T, and AT&T partnered with ASTS, we know FirstNet funding is likely coming soon. FirstNet recommended yesterday to invest in 5G LEO starting FY2025. For sure, short term after such a runup it can go either way, but long term like you said everyone will be using ASTS. 45 MNOs and counting, representing 2.8B customers. I say by 2030 this is a 300$ stock.
Intc won't jump back up to 50 range probably for another 2 years. Their foundry service has only a couple of customers and that's for their assembly process not their fab mfg. The MSS will never be what it once was for client or server. They missed the ai boom and have no answers in the pipeline. Meteor lake is weak and is mobile only. Arrow lake is expected to be a decent desktop processor but will still lag AMD. panther lake is expected to only be a mobile processor now and the follow on the ARL is Nova Lake on the 18A node but that node is still in development. Intel is playing catch-up on every front. intc is to big to fail and the govt will continue to bail them out to ensure that semiconductor mfg has a presence in the US for national security reasons. The recently announced head count reduction may help solve cash flow in near term but won't help them in long term mfg environment, just resulting in burn out and further attrition.
Palantir secure a government contract for 480 million last month for its MAVEN AI prototype. If them being able to monetize AI to the US military isn’t enough reason for the naysayers here is a little more DD on the AI system!! The MAVEN Smart System (MSS) by Palantir along with National Geospatial Agency (NGA) Broad Area Search – Targeting (BAS-T) uses AI generated algorithms and memory learning capabilities to scan and identify enemy systems in the Area of Responsibility (AOR). MAVEN fuses data from various Intelligence Surveillance & Reconnaissance (ISR) systems to identify areas of interests,” according to the release.
I'm looking at SYTA and MSS rn. MSS looks better financially but SYTA market cap is under $1m. Both highly shorted.
You didn't cover the impact of upcoming products from Qualcomm, AMD, and Apple in the client space in detail. What is the expected impact of Lunar Lake and Arrow Lake vs. Zen 5 based products? Coming to server. How competitive do you think zen5 based EPYC be vs. Intel Sierra Forest and Granite rapids be? What happens if Intel is able to arrest MSS loss completely with these products? Nvidia is ahead of both intel and AMD in AI only because of their mature software stack. But both intel and AMD are investing quite heavily in AI software infrastructure. Nvidia can not hold on to the top spot for long. IFS is a strong bet, and if everything goes well, Intel might grab some market share from both tsmc and Samsung. IFS gains won't show up on the balance sheet until Q12026. 2024 should prove to be a year when intel will make the turnaround clear to the world, but the Financials might still remain less impressive. I hope we will see 2026 as a year when Intel picks up a lot of steam in revenue and income (if all the above works out well) . I hope the global economy will remain steady until that time.
What do y'all think of $MSS? Stock looks highly undervalued since the Hindenburg report.
I went all on on RIVN last week, but once im oit of the play ill all in MSS
Obviously you're messing around having said that it wouldn't work all Chinese leaders have quasi state run private brothel with working girls closely monitored by MSS, once a report leaked about a mayor who had almost 100 girls all housed in a luxury apartment building it got scrubbed quickly of course so what provisions emperor Xi himself is having is upto imagination
about to do some DD on $MSS, does the Hindenburg scare you in it recovering in any way? and do any thoughts on $IMPP being undervalued? Don’t have much time to research, but seems like the shorted float percentage is very high and the company has no debts. I’m also very new to this, so apologies in advance for any lack of knowledge.
I thought there’s a lawsuit ongoing with MSS for Securities fraud?
Question, looks like MSS is very Shorted and cheap. Is this a stock we should all buy?
Considering the MSS on monthly I think it possible. Though I would wait as were over extended to the upside. I would wait till 13.91 or now till sell off pick up shares at 5ish and 9ish and hold till new ath
It’s already finished, the market maker sold a lot, plus Hindenburg had a short report, which I think prompted the dump, since MSS was not supposed to dump on that day, and it was the same guy / market maker behind CHSN
$MSS 3mil float one to keep eye on
$MSS is probably gunna have a big day tomorrow. -90% after getting obliterated by a short report from Hindenburg. It’s gotta gap up at least a bit
"$MSS’s underwriter, Joseph Stone Capital, has 7 disclosures on its FINRA BrokerCheck page, including 4 regulatory matters and three arbitration cases. One described “knowingly providing substantial assistance to salespeople conducting fraudulent and unethical sales practices.” 