$ASTI Consolidation continues to develop nicely.

Price has been digesting recent gains while holding key support levels.

Higher lows remain intact.

Volume remains constructive.

The longer this base builds, the greater the potential energy for the next move.

It increasingly looks like the stock is setting up for another leg higher.

Watching closely.

$VELO The breakout I was expecting is finally happening.

Price has reclaimed a major resistance zone and volume is expanding aggressively.

Even more important:

OBV continues making new highs.

Money Flow remains strong.

Momentum continues building.

The longer-term base appears complete.

Sometimes the best opportunities are the ones that spend months preparing for a move and only days delivering it.

Watching closely for continuation.

Happy $SPCX IPO day.

SpaceX at $135 per share would make Elon Musk the world’s first trillionaire.

The implied open right now is $175.

Aerospace engineers don't look at BlackBerry as a legacy brand—they see QNX as the absolute gold standard for zero-failure operating systems in deep space. The modern space race isn't just about bending metal and burning rocket fuel; it's about software reliability at the absolute edge. 🚀🛰️🛡️

Launching a payload into orbit is brutal, but keeping it operational under extreme conditions requires flawless software architecture. Here is why $BB QNX is a quiet giant in the modern space economy:

🧠 The Real-Time Edge (RTOS): In space, a microsecond delay in thruster calculation or telemetry routing means catastrophic failure. QNX isn't a standard operating system; it’s a deterministic Real-Time Operating System. When a command is sent, it executes with mathematical predictability.

🛡️ Fault Isolation & Microkernel Architecture: If a single software process fails on a consumer device, the app crashes. If that happens in orbit, the mission ends. QNX uses an advanced microkernel design—if one component glitches due to cosmic radiation, it is isolated instantly without bringing down the entire spacecraft.

🌌 Proven Flight Legacy: From robotic arms on the International Space Station to complex satellite clusters and heavy-lift launch vehicles, QNX has been trusted by defense giants, prime contractors, and space agencies for decades.

As thousands of software-defined satellites hit low-Earth orbit, the demand for secure, certifiable, and unbreakable OS architecture scales exponentially. Don't trade the noise—track the underlying plumbing of the space race. 💎🦅

#SpaceTech #DeepTech #BlackBerry #Software #FinTwit #ValueInvesting

Every time you watch a massive heavy-lift rocket punch through the atmosphere, remember this: launching the payload is only 10% of the battle. The real challenge is maintaining a flawless data link with that asset once it hits orbit. 🚀🛰️🌌

Here is why $AMPG is a crucial, non-negotiable player in the modern space race:

🛸 Overcoming the Distance Problem: As low-Earth orbit (LEO) satellite constellations scale by the thousands and deep space missions push further into the solar system, RF signal degradation is an inescapable law of physics. To transmit high-bandwidth telemetry, imaging, and data back to Earth, you need extreme signal amplification.

📉 The Low-Noise Standard: This is where AmpliTech’s 20+ year legacy shines. They don't just build consumer electronics—they design elite, space-qualified Low-Noise Amplifiers (LNAs) built to survive intense launch vibrations and the brutal radiation of orbit, all while maintaining the lowest noise figures in the industry.

🌍 The Earth-to-Space Gateway: It's not just about what's on the satellite. Ground stations and Satcom gateways worldwide rely on AmpliTech’s technology to capture weak, distant signals and cleanly boost them without adding distortion.

While the public trades speculative rocket startups, the smart play is focusing on the pure-play hardware bottlenecks that every satellite constellation must utilize to function. The commercial space economy cannot scale without elite RF engineering. Keeping our eyes on the horizon. 💎🇺🇸📡

#SpaceTech #SmallCaps #Satcom #FinTwit #ValueInvesting

The most powerful nation on Earth can put a rover on Mars, build the world's best fighter jets, and design the chips behind the entire AI boom.

But it cannot build the radio its own 5G networks run on. Every single company that makes them is foreign: $NOK, $ERIC, Samsung, Huawei.

A critical security flaw with Edge AI around the corner.

Let that sink in. 🧵👇

Here's the uncomfortable truth most people never think about.

Look at who builds the world's wireless radios, the hardware sitting on every cell tower, carrying every call, every text, every byte of data a nation moves:

🇨🇳 Huawei & ZTE — China.
🇫🇮 Nokia — Finland.
🇸🇪 Ericsson — Sweden.
🇰🇷 Samsung — South Korea.

Not one of them is American.

Start with the obvious one.

Huawei and ZTE?

The US already tore them out of its networks, Chinese hardware, espionage and backdoor fears, an adversary potentially sitting inside the nation's nervous system.

Banned.

Gone.

The right call.

But here's the part nobody talks about: even the friendly names are foreign.

Nokia.

Ericsson.

Samsung.

Allies, yes. Trusted, yes.

But the backbone of American communications is still built by foreign hands.

For decades, that was an acceptable risk.

The network just moved phone calls and data.

Annoying to depend on foreigners for, but survivable.

That era is ending.

And this is the part almost nobody has connected yet.

AI is about to become everything.

And the next phase of AI doesn't live in a data center in the desert, it lives at the EDGE.

On the towers.

Next to you.

Why?

Because the most important AI can't wait.

A self-driving car, a battlefield drone, a surgical robot, a factory floor, they need answers in milliseconds, processed locally, not on a round-trip to some distant cloud.

That's Edge AI.

And the place it physically runs is the radio network itself.

It will control cars.

It will control drones.

it will control humanoids.

Or whatever they build with AI.

Do you get it now?

This is the shift the whole industry calls AI-RAN: the cell tower stops being a dumb pipe and becomes a distributed AI computer.

The radio layer becomes the nervous system of the entire AI economy.

So now re-read the problem.

When that network was just carrying texts, foreign-built radios were a tolerable risk.

But when that same network becomes the real-time AI fabric running your cars, your factories, your power grid, your military's autonomous systems, foreign control of that layer stops being an inconvenience and becomes an existential one.

You cannot run a nation's AI nervous system on hardware you don't control, can't fully audit, and didn't build.

A single compromised layer there isn't a data breach, it's a kill switch on the economy.

That is exactly why Washington moved. It funded Open RAN, an open, auditable, multi-vendor architecture that breaks the foreign monopoly and lets American companies supply trusted pieces.

And it stood up Open6G, a DoD-funded hub to build a domestic foundation for the AI-native 6G era.

One problem: you can't build an American radio supply chain if no American company makes the radio.

And at the hardest, most advanced spec, the 64T64R Massive MIMO radio that AI-RAN runs on, there was exactly one.

AmpliTech.

$AMPG.

The only American company to design and commercialize it.

Inside the DoD-funded hub.

Defense-qualified; Lockheed, Northrop, L3Harris, Boeing. Already deployed on a Tier-1 carrier (alongside Samsung, the American piece in the open mix).

Already tested running AI-RAN with NVIDIA's compute on top.

So this was never really about beating Nokia or Ericsson.

It's about a superpower realizing that in an AI-everything world, the radio is no longer a pipe, it's the foundation of national power.

And at that foundation, in America, exactly one company stands.

When AI becomes everything, the edge becomes everything. And the edge runs on the radio.

There's only one American one.

Not financial advice. I'm long $AMPG. DYOR. 📡

When you look purely at the physical layer of global infrastructure, the thesis for $AMPG completely shifts from a standard small-cap stock to an absolute national security mandate. 🇺🇸🛰️⚡

As cell towers evolve into distributed AI computers running national infrastructure at the edge, relying entirely on foreign hardware vendors becomes an existential point of failure.

What's the better business model for an AI lab, subscription or API? (1/4)🧵

Recently, we purchased one of each Anthropic/OpenAI subscription plan and randomly ran long horizon coding tasks until we exhausted the weekly limit. It's widely believed that a $200/month plan maxes out at ~$2000/month worth of tokens (assuming API pricing). However, we found that the subscriptions are actually far more generous. (2/4)

The margin on a subscription plan is a function of the average utilization. If we assume both companies have 75% API gross margins, this results in the following subscription margins. (3/4)

Obviously this is way worse than API overall. However, explicitly nerfing subscriptions leads to huge public backlash, and the rapidly falling cost of intelligence means you'll be able to profitably serve Opus 4.8 level models for $20/month in the near future. We therefore think it's far more likely the labs will withhold new features/models from subscription plans. It will be interesting to see if Mythos ends up being API only. (4/4)

This is f*cking insane when you think about it.

Claude & GPT are literally losing up to $13,800 per subscription per month.

This is the Uber model: Start cheap, get everyone hooked, then hike prices.

You literally have access to the same AI tools as the billionaires.

But it won't last long. So use it while you can.

The stock market bubble won't pop because of real estate, rates, or a bank collapse.

Everyone's watching the public stuff. Nvidia earnings. The Fed. AI capex.

But you can't see the crack forming, because it's not in public markets. It's private.

Private credit is now a $2.3 trillion market. 10x the size of 2009.

A market with no regulator, that has never been through a real downturn.

Meanwhile (see image below), SoftBank just asked banks for $6B against its OpenAI stock to keep funding OpenAI. And hey said no.

The AI flywheel needs borrowed money to keep spinning. And the cracks are already starting to show.

Dudes who got laid off because of AI recently realizing they still haven't even met the dangerous AI yet but already got replaced

“So you bought gold at $5.5k few months ago because you thought it could reach $8k?”

“Yes, Dave.”

“And now you want to sell it at $4.1k to buy the SpaceX IPO at a $1.77 trillion valuation because you think it can 10x?”

“That’s correct, Dave.”

Yeah yeah go ahead dave .

When party ?

Dudes with a $50 portfolio explaining why a SpaceX IPO would be overvalued (they will FOMO buy if it goes higher)

Brace yourselves, it’s SpaceX IPO day.

How neobrother crushes weather markets on Polymarket (Temperature Laddering + Multi-layer low-price entries + Automation)

I went through thousands of his closed positions on Parity - the picture is clear and highly disciplined

At first glance it looks like spamming cheap Yes across a bunch of neighboring buckets. But once you see the pattern - it’s a well-thought-out system that fully exploits the probability range

1. Laddering across the probability range

Instead of betting on just one "most likely" bucket, he buys Yes on 5–8 neighboring temperatures at once (for example, 29°C, 30°C, 31°C, 32°C, 33°C+ in Buenos Aires). All at very low prices - 0.2–15¢

If the temperature lands anywhere in that corridor (which it usually does), one or two buckets explode in tens or hundreds of percent and cover the entire ladder with solid profit

2. Low average entry + strong asymmetry

Most positions are entered at 0.7–3¢. Even if half of them go to zero - one successful bucket going from 0.7¢ to $1 gives +14,000% and easily covers the whole ladder with extra profit on top

3. High frequency across many cities

Buenos Aires, Miami, Ankara, Chicago, New York and many more. Thousands of trades. No human is doing this manually - it’s clearly an automated system that scans forecasts every day and builds these ladders

4. Exploiting the market’s distribution error

The market often overprices one central bucket and heavily underprices the neighboring ones. neobrother simply takes the entire probable range and collects the mispricing across the full width

> What we can say about his system:

• Uses solid forecasts (ECMWF/GFS + possible bias correction) 
• Automatically builds a ladder across the probability corridor 
• Strict focus on low-price entries with broad bucket coverage 
• No huge single bets - all the power is in range coverage and math

neobrother isn’t trying to guess the exact temperature better than everyone else

He built a machine that reliably captures the full probable range and squeezes the maximum out of the market’s structure

That’s why even with a moderate win rate on individual buckets, the overall result stays consistently profitable - one good day easily covers several bad ones

A classic example of how a good understanding of probability distribution + automation creates an edge that’s very hard to replicate manually

View a trader's detailed statistics 👇

predictparity.com/traders/p/@neobrother

Every IPO in history follows the same script: SpaceX won't be different

#WTI/USD H2 #Indicator #Signal #Trading #GlobalOneAI