4/14/25 :: VROCKSTAR :: 
IRDM
Not a LT winner
- looking across the space names today
- i think
ASTS remains the most interesting (and would benefit/ ironically from a space X IPO, mainly bc of multiple)
- but financial engineering, e.g. a dividend... solid CF generation is fine for a soda brand, but not for satellite comms.
- i could be wrong about this, but LSD growth and in a hyper competitive industry w/ many better co's w improved tech is just not a fight i want to fight.
- gl to the longs, but this one isn't for me
V
IRDMNot a LT winner
- looking across the space names today
- i think
ASTS remains the most interesting (and would benefit/ ironically from a space X IPO, mainly bc of multiple)- but financial engineering, e.g. a dividend... solid CF generation is fine for a soda brand, but not for satellite comms.
- i could be wrong about this, but LSD growth and in a hyper competitive industry w/ many better co's w improved tech is just not a fight i want to fight.
- gl to the longs, but this one isn't for me
V
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