Key insights
- The author expresses bullish sentiment on ASTS, RKLB, and HOOD, citing strong fundamentals, growth potential, and oversold conditions. They are long-dated, in-the-money calls, reflecting a belief in long-term growth despite macro headwinds. This indicates a slightly positive, albeit speculative, outlook for these specific stocks, but the overall market impact is limited.
This isn't another way of asking "which stock is gonna 10x". I don't want to hear about penny stocks. What companies do you feel are 'obviously' going to grow from here, bar any black swan events? Companies that have
-Strong fundamentals
-Are current or future industry leaders
-Unique/strong product
-Possible monopoly environment
-Is it over-sold due to marco currently?
-Geopolitical changes in favor of this company
I am long rare earth minerals, defense, european it/software/tech in general, space tech, but my long dated CALLS are:
ASTS - possible industry leader and monopolistic infrastructure
RKLB - purely due growth potential, end to end service dominance, and future enormous demand for launch amd constellations
HOOD - over-sold, a lot of growth potential, stupid fucking trump accounts locking customers in
2 years out, deep ITM calls. Only have 3 so far, and they sure af are not cheap ones. But I am quite sure as long as we don't have WW3 or another great depression these will pay off.
What do you have or think are no-brainers?