Starlink is valued at roughly $1.17 trillion inside SpaceX’s $1.75T IPO target.
That’s the market’s current price tag on satellite broadband beamed from space directly to phones.
$ASTS is building the same thing at a $34B market cap.
But the business model is better. Starlink competes with carriers. $ASTS gets paid by them. AT&T, Verizon, Vodafone, 50+ partners. 3.2 billion existing subscribers.
Zero customer acquisition cost. Carriers flip the switch, $ASTS collects on a 50/50 revenue split.
Starlink had to acquire every customer. $ASTS inherits 3.2 billion of them on day one.
Now here’s the math for $ASTS
If $ASTS ever reaches a similar market valuation to Starlink’s implied $1.17T, that’s roughly $3,000 per share on 390M fully diluted shares. Current price is $90.
That’s 33x from here. Just to match what the market already says this technology category is worth.
45 to 60 satellites targeting end of 2026. Commercial billing hasn’t started. The constellation isn’t even complete yet.
$1.17T vs $34B. Same technology. Better business model.
33x on the way.
That’s the market’s current price tag on satellite broadband beamed from space directly to phones.
$ASTS is building the same thing at a $34B market cap.
But the business model is better. Starlink competes with carriers. $ASTS gets paid by them. AT&T, Verizon, Vodafone, 50+ partners. 3.2 billion existing subscribers.
Zero customer acquisition cost. Carriers flip the switch, $ASTS collects on a 50/50 revenue split.
Starlink had to acquire every customer. $ASTS inherits 3.2 billion of them on day one.
Now here’s the math for $ASTS
If $ASTS ever reaches a similar market valuation to Starlink’s implied $1.17T, that’s roughly $3,000 per share on 390M fully diluted shares. Current price is $90.
That’s 33x from here. Just to match what the market already says this technology category is worth.
45 to 60 satellites targeting end of 2026. Commercial billing hasn’t started. The constellation isn’t even complete yet.
$1.17T vs $34B. Same technology. Better business model.
33x on the way.
✍1
🚨 UAE–Iran Trade Just Collapsed
The UAE has been Iran’s main transit hub, re exporting billions of dollars in goods.
Top flows include:
• $2.7B telecom & communication equipment
• $0.49B computers and tech parts
• $0.39B frozen meat
• $0.30B food products
But the conflict is now hitting trade routes.
Shipping data shows UAE → Iran vessel traffic has dropped to nearly zero.
That matters because Dubai has long been Iran’s gateway to global markets.
With that corridor shut.
Iran becomes far more economically isolated.
#Iran #oott
The UAE has been Iran’s main transit hub, re exporting billions of dollars in goods.
Top flows include:
• $2.7B telecom & communication equipment
• $0.49B computers and tech parts
• $0.39B frozen meat
• $0.30B food products
But the conflict is now hitting trade routes.
Shipping data shows UAE → Iran vessel traffic has dropped to nearly zero.
That matters because Dubai has long been Iran’s gateway to global markets.
With that corridor shut.
Iran becomes far more economically isolated.
#Iran #oott
🇨🇭 Global One SI - Prompt
🚨American Backed Counterterror Power Just Hammered Boko Haram More than 50 Boko Haram / ISWAP terrorists reportedly wiped out after a failed assault on Nigerian Army positions in Borno State. Drone surveillance tracked them as they fled across the Ngoshe–Gwoza…
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🚨🇺🇸 Trump telling South American leaders directly: 'We'll put a missile through the cartel boss's living room if you want.'
💯1
President Trump just said the U.S. military budget could reach $1.5T.
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
• Decision Intelligence: $PLTR, Anduril
• Strike Systems: $LMT, $RTX, $NOC, $GD
• Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
• Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
• Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
• Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
Modern defense spending is increasingly focused on drones, software, communications & the industrial base that scales them & that ecosystem is being built across several key categories:
• Decision Intelligence: $PLTR, Anduril
• Strike Systems: $LMT, $RTX, $NOC, $GD
• Defense Manufacturing: $HON, $TDY, $UMAC, $LHX
• Drones: $ONDS, $AVAV, $KTOS, $RCAT, $DPRO, $UAVS, $AIRO
• Cybersecurity: $CRWD, $PANW, $ZS, $RBRK, $OKTA, $NET, $FTNT
• Space Infrastructure: $RKLB, $ASTS, $PL, $LUNR, $RDW, $GSAT
🗿1
UNIQUE undervalued stocks 🔥
1. $ASPI ASP Isotopes is a development-stage company focused on producing and enriching isotopes (especially for nuclear medicine, quantum computing, and green energy applications) using advanced laser-based separation technology.
2. $OSS One Stop Systems designs and manufactures high-performance computing systems, AI accelerators, and edge-computing hardware, primarily serving defense, government, and AI/datacenter markets.
3. $OUST Ouster develops and manufactures high-resolution digital lidar sensors used for autonomous vehicles, robotics, smart infrastructure, and industrial automation.
4. $HGRAF HydroGraph Clean Power is a commercial manufacturer of high-purity graphene and nanomaterials using a patented, low-energy detonation synthesis process for applications in batteries, composites, coatings, lubricants, cement, and advanced technologies.
All four appear significantly undervalued relative to their growth potential in critical high-tech and sustainability sectors as of early 2026.
Which of these do you already own, and which ones are on your watchlist?
1. $ASPI ASP Isotopes is a development-stage company focused on producing and enriching isotopes (especially for nuclear medicine, quantum computing, and green energy applications) using advanced laser-based separation technology.
2. $OSS One Stop Systems designs and manufactures high-performance computing systems, AI accelerators, and edge-computing hardware, primarily serving defense, government, and AI/datacenter markets.
3. $OUST Ouster develops and manufactures high-resolution digital lidar sensors used for autonomous vehicles, robotics, smart infrastructure, and industrial automation.
4. $HGRAF HydroGraph Clean Power is a commercial manufacturer of high-purity graphene and nanomaterials using a patented, low-energy detonation synthesis process for applications in batteries, composites, coatings, lubricants, cement, and advanced technologies.
All four appear significantly undervalued relative to their growth potential in critical high-tech and sustainability sectors as of early 2026.
Which of these do you already own, and which ones are on your watchlist?
🇨🇭 Global One SI - Prompt
🇺🇸🇬🇧 U.S B-1 bombers just touched down in the UK after PM Starmer greenlit Trump to launch strikes on Iran from British bases.
✈️For Heavy Targets
the US has bombers
Strikes on Iran continue non-stop. In addition to tactical aviation, the Americans are actively using strategic bombers against fortified and underground facilities.
Since February 28, at least 22 flights of strategic bombers have been recorded. The route is standard: across the Atlantic and Azores toward Syria and Iraq, followed by strikes.
Today, three B-1B bombers were deployed (four took off). After completing their missions, they headed to Britain’s Fairford base.
The appearance of strategic aviation in Britain and the expected deployment to the Chagos Archipelago in the Indian Ocean suggests that the intensity of heavy bomber strikes on Iran will only increase in the coming days.
With Iranian air defense significantly weakened, these flights are becoming more comfortable for the US, allowing them to systematically suppress Iran’s command and control system.
the US has bombers
Strikes on Iran continue non-stop. In addition to tactical aviation, the Americans are actively using strategic bombers against fortified and underground facilities.
Since February 28, at least 22 flights of strategic bombers have been recorded. The route is standard: across the Atlantic and Azores toward Syria and Iraq, followed by strikes.
Today, three B-1B bombers were deployed (four took off). After completing their missions, they headed to Britain’s Fairford base.
The appearance of strategic aviation in Britain and the expected deployment to the Chagos Archipelago in the Indian Ocean suggests that the intensity of heavy bomber strikes on Iran will only increase in the coming days.
With Iranian air defense significantly weakened, these flights are becoming more comfortable for the US, allowing them to systematically suppress Iran’s command and control system.
🔥1
Forwarded from 🛢WTI, Brent Crude Oil, NGAS Trading 📊
$STNG $DHT $NAT $TNK $FRO $ASC | Bloomberg tracking shows a near total halt in Hormuz as only Iran linked tankers brave the Strait.
In 24 hours, just one supertanker and one sanctioned LPG carrier, Danuta I, moved, leveraging "dark fleet" status while others wait for insurance.
In 24 hours, just one supertanker and one sanctioned LPG carrier, Danuta I, moved, leveraging "dark fleet" status while others wait for insurance.
🇨🇭 Global One SI - Prompt
Photo
$LMT $BA $LHX $RTX $AVAV $NOC $RCAT | Pres. Trump is calling for a record $1.5T military budget for FY2027, a 50% jump from 2026 levels.
The "Dream Military" plan prioritizes a national missile defense dome and mass munitions production for 2026 to 2030.
The "Dream Military" plan prioritizes a national missile defense dome and mass munitions production for 2026 to 2030.
$DNN $UEC $CCJ $UUUU | Canada's Energy Minister confirmed a new national nuclear strategy is imminent to provide "clarity, speed, and direction" for investors.
Backed by a $1.6B #uranium deal with India, the plan aims to cement Canada as the anchor of allied energy grids.
Backed by a $1.6B #uranium deal with India, the plan aims to cement Canada as the anchor of allied energy grids.
🇨🇭 Global One SI - Prompt
🚨🇺🇸 Trump telling South American leaders directly: 'We'll put a missile through the cartel boss's living room if you want.'
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🚨 BOOM! President Trump drops this TRUTH NUKE to Latin American leaders: "The savages who m*rder and r*pe with impunity must be PERMANENTLY removed from society!"
"We must not allow our criminal justice systems to be corrupted to protect these ANIMALS."
"We must not allow our criminal justice systems to be corrupted to protect these ANIMALS."
✍1
🚨🇮🇷 How long Gulf states can survive if the Strait of Hormuz stays closed?
JPMorgan analysis: If Hormuz stays shut, storage runs out in:
🇮🇶 Iraq: 6 days
🇰🇼 Kuwait: 14 days
🇦🇪 UAE: 16-19 days
🇶🇦 Qatar: 20 days
🇸🇦 Saudi Arabia: 36-65 days (depending on re-routing)
Kuwait just announced they're cutting oil production and refining "citing risks linked to Iran and threats to shipping through Hormuz."
In other words: We can't export, so we're stopping production before storage fills completely and we have nowhere to put it.
Saudi Arabia can last longest because they've got pipelines bypassing the Strait. UAE and Saudi can partially re-route. Everyone else is trapped.
The global oil market's watching this in real-time. Every day Hormuz stays closed, more producers hit capacity limits and cut output.
European gas already spiked 22%. Gold hit $5500. Now Kuwait's the first to officially reduce production because of storage constraints.
The timeline's active. Gulf states are making crisis decisions based on how many days until they physically can't produce anymore.
JPMorgan analysis: If Hormuz stays shut, storage runs out in:
🇮🇶 Iraq: 6 days
🇰🇼 Kuwait: 14 days
🇦🇪 UAE: 16-19 days
🇶🇦 Qatar: 20 days
🇸🇦 Saudi Arabia: 36-65 days (depending on re-routing)
Kuwait just announced they're cutting oil production and refining "citing risks linked to Iran and threats to shipping through Hormuz."
In other words: We can't export, so we're stopping production before storage fills completely and we have nowhere to put it.
Saudi Arabia can last longest because they've got pipelines bypassing the Strait. UAE and Saudi can partially re-route. Everyone else is trapped.
The global oil market's watching this in real-time. Every day Hormuz stays closed, more producers hit capacity limits and cut output.
European gas already spiked 22%. Gold hit $5500. Now Kuwait's the first to officially reduce production because of storage constraints.
The timeline's active. Gulf states are making crisis decisions based on how many days until they physically can't produce anymore.
🇨🇭 Global One SI - Prompt
🚨 BOOM! President Trump drops this TRUTH NUKE to Latin American leaders: "The savages who m*rder and r*pe with impunity must be PERMANENTLY removed from society!" "We must not allow our criminal justice systems to be corrupted to protect these ANIMALS."
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🚨 JUST IN: Sec. Marco Rubio is telling Latin America that it's time to OBLITERATE the narco-terrorists and cartels under President Trump's Shield of the Americas
"You can't have economic progress without SECURITY."
"This will NOT be something where we just meet one time, have conversations or put out a paper. We want ACTION!" 🔥🇺🇸
"You can't have economic progress without SECURITY."
"This will NOT be something where we just meet one time, have conversations or put out a paper. We want ACTION!" 🔥🇺🇸