To The Moon

$AST SpaceMobile, Inc.(ASTS)$ That jump felt like the algorithm let go for just a minute. It's coming.

$AST SpaceMobile, Inc.(ASTS)$ AST and SpaceX are promoting a live webcast, which is usually a positive sign that launch preparations are in their final stages.

Re-entered a stock I know very well today. Originally bought $AST SpaceMobile, Inc.(ASTS)$  around $25 and sold after it nearly doubled as I shifted toward a more concentrated portfolio in mid-2025. That focus paid off across my core holdings, but I never stopped tracking this one. Over time, the investment thesis hasn't weakened - it's strengthened. Space-based connectivity is moving from a "future concept" to infrastructure the market can actually price, especially as private space valuations (think SpaceX comps) reset expectations. Re-initiated today at $83. Conviction rebuilt, not recycled.

$Tesla Motors(TSLA)$ We're heading to Mars! A new all-time high should be coming soon.

The market just triggered one of the cleanest mechanical demand events. Nasdaq-100 inclusion next Monday means this is no longer narrative-driven—it becomes rules-based flow. Over 200 products tracking the index, representing about $800 billion in AUM, are now structurally forced buyers. It's not discretionary. This creates a persistent, price-insensitive bid that doesn't care about volatility, headlines, or sentiment. What stands out is that $NEBIUS(NBIS)$  isn't just being added—it's entering as the top performer among the rebalance cohort at around 165% YTD, alongside names like $Rocket Lab USA, Inc.(RKLB)$ , $CoreWeave, Inc.(CRWV)$ ,

Space stocks remain one of the cleanest long-duration themes in the market. Names like $Rocket Lab USA, Inc.(RKLB)$ , $AST SpaceMobile, Inc.(ASTS)$ , RDW, and PL continue to show up as core dip-buy candidates whenever the market pulls back. This is not a short-cycle narrative. The US Space Force, DoD, and allied governments are structurally increasing spending on resilient communications, launch capacity, satellite infrastructure, and data systems. Space is becoming critical national infrastructure: launch + constellation + data = defense, broadband, climate monitoring, and AI training pipelines. Dips in this sector are being treated as positioning opportunities, not exit signals. Other exposure

$Infleqtion(INFQ)$ SpaceX has acknowledged that Starlink can provide Positioning, Navigation, and Timing (PNT) capabilities, and researchers have shown that Starlink signals can supplement navigation when GPS is degraded. The bull case for a potential Infleqtion-SpaceX partnership is that the two technologies are actually complementary, not competing. Infleqtion's quantum inertial sensors are designed to provide navigation without GPS by dramatically reducing drift in inertial navigation systems, while Starlink can provide an external source of positioning information from orbit. A future navigation stack could combine Starlink signals, onboard quantum inertial sensors, and atomic clocks for a much more resilient system than either technology

$AST SpaceMobile, Inc.(ASTS)$  155 is imminent. Too many catalysts here to ignore. Shorts are playing with fire. June 17 launch of 3 satellites. Next batch shipment announcement is imminent. Already on the Falcon schedule for June 29 with status TBD. Test result announcement coming.

$Rocket Lab USA, Inc.(RKLB)$ RKLB's market cap is $68 billion, while SPCX's is heading towards $3 trillion. However, I find RKLB to be way more valuable, given its 100% launch success rate.

$Rocket Lab USA, Inc.(RKLB)$ SPCX added about five Rocket Labs to its market cap today. That's a bit much.