Jun. 16 at 4:38 PM
$FLTCF $FRMI $GCTS $IREN $CLSK
lunch time:
People who went with the hype on smaller space companies got a lesson in taking some profits when the herd runs.
SpaceX is going to be the death star. It'll buy up memory, chips, GPUs, everything that moves, for the AI side of its business, which dwarfs the space side. Only thing holding it back are government agency regulations. Among beneficiaries are ex-miners/infrastructure.
FLTCF (foreign UK company) is a starlink company, whatever way it plays out.
FRMI is a straight binary AI play on boardroom drama. If new management prevails, the stock goes to 12 dollars in a straight line. The next month tells the story. IREN a huge AI play currently chained to bitcoin. That will change fast w. deals.
GCTS might consolidate next few weeks. An easy hold for me along with Iren.