The Crowd Tape
What the street is doing, not what I think
What top X accounts are doing, not what I think
| Accounts | Bull | Neu | Bear | None |
|---|---|---|---|---|
 @ripster47Views › | 1 | 0 | 0 | 2 |
 @StockSavvyShayViews › | 5 | 6 | 0 | 0 |
 @michaelsikandViews › | 2 | 1 | 0 | 0 |
 @TrendSpiderViews › | 1 | 0 | 0 | 0 |
 @Jake__WujastykViews › | 0 | 1 | 0 | 0 |
 @RedDogT3Views › | 0 | 0 | 1 | 0 |
@StockSavvyShay: $ASTS is projected to grow revenue from ~$166M in 2026 to ~$1.8B by 2028 and ~$5B by 2031, yet trades at just ~13x estimated 2028 EBITDA. Compared to $RKLB acquiring $IRDM at ~16x 2026 EBITDA, suggesting potential rerating if launches scale and partnerships convert to revenue.@ripster47: Went shopping today at Tenet Research. $SKHY (double size) $MU $AEHR $ASTS $NBIS. $CRDO went too fast. All positions green now, if CPI dumps us back have some buffer. Hopefully CPI Gods will have mercy and we get back. Big Day tmro.@michaelsikand: @michaelsikand doubles down with "It's that simple," quoting his post that the $ASTS selloff is irrational: if $SPCX plans to compete directly in the mobile carrier market, $ASTS shifts from a cool partnership to an operational necessity for every global carrier.Partly aligned. Accounts are on both sides; see the two columns above for where they differ.
@RedDogT3: $ASTS is a big lesson on the 8/21 day averages; don't keep failed trades or names below them in an active swing account.@michaelsikandViews ›@StockSavvyShayViews ›@ripster47Views ›@Jake__WujastykViews ›@Jake__Wujastyk says nothing has really broken for $ASTS yet.@TrendSpiderViews ›@michaelsikand: $ASTS and $RKLB investors this week. (Neutral)@StockSavvyShay: $ASTS JUST BROKE BELOW $50 😳 (Neutral)@RedDogT3: $ASTS is a big lesson on the 8/21 day averages; don't keep failed trades or names below them in an active swing account.
$asts is a huge lesson on the 8/21day. Don’t turn your active swing account into a cesspool of failed trades. Or names below the 8/21day
Reasoning: Technicals · Short term
$ASTS and $RKLB investors this week.
$ASTS and $RKLB investors this week.
Reasoning: Not tagged by analyst
$ASTS is projected to grow revenue from ~$166M in 2026 to ~$1.8B by 2028 and ~$5B by 2031, yet trades at just ~13x estimated 2028 EBITDA. Compared to $RKLB acquiring $IRDM at ~16x 2026 EBITDA, suggesting potential rerating if launches scale and partnerships convert to revenue.
$ASTS is projected to grow revenue from ~$166M in 2026 to ~$1.8B by 2028 and ~$5B by 2031 yet trades at just ~13x estimated 2028 EBITDA. Keep in mind $RKLB agreed to acquire more mature $IRDM at ~16x 2026 EBITDA so if BlueBird launches scale and AST starts turning its global carrier partnerships into recurring revenue should cause a pretty big rerating.
Reasoning: Valuation · Medium term Specific
@StockSavvyShay: $ASTS just pulled back to its 200-week EMA for the first time in over two years.
$ASTS just pulled back to its 200-week EMA for the first time in over two years 👀
Reasoning: Technicals
Went shopping today at Tenet Research. $SKHY (double size) $MU $AEHR $ASTS $NBIS. $CRDO went too fast. All positions green now, if CPI dumps us back have some buffer. Hopefully CPI Gods will have mercy and we get back. Big Day tmro.
💡 Went Shopping today at Tenet Research $SKHY(double size) $MU $AEHR $ASTS $NBIS $CRDO went too fast All positions green now, if CPI dumps us back have some buffer Hopefully CPI Gods will have mercy and we get back Big Day tmro
Reasoning: Catalyst · Short term Specific
@michaelsikand doubles down with "It's that simple," quoting his post that the $ASTS selloff is irrational: if $SPCX plans to compete directly in the mobile carrier market, $ASTS shifts from a cool partnership to an operational necessity for every global carrier.
It's that simple.
Reasoning: Fundamentals · Medium term
(Reposted by @ripster47) 
@TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
Tenet Market Wake-Up Summary 📷📷 October.13.26
$SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native
@ripster47 | 
@tenet_research | 
@TenetCharts
Reasoning: Not tagged by analyst
（@ripster47 轉發）Tenet 10月8日早晨市場摘要，列出 $SPX $AVGO $ORCL $SPCX $AMZN $GOOGL $MU $PLTR 等一長串股票，沒有具體觀點。
Reasoning: Not tagged by analyst
Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.