iiinova — where your digital self keeps evolving

“Something always breaks,” proclaimed a recent note from John Roque, head of technical analysis at 22V Research. “As sure as day follows night, when the 10-year Treasury yield rises, something gets knocked out. It just pays to be cautious.” www.cnbc.com/2026/09/24/h...

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Reposted by Dr GRat

Jon Cooper @joncooper-us.bsky.social · 21/09/2026

OMG. 🤣🤣🤣🤣 Two million likes on TikTok… and counting.

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Reposted by Dr GRat

Carl Quintanilla @carlquintanilla.bsky.social · 18/09/2026

DEUTSCHE: “.. we’ve now reached a point where 50% of newly published articles are predominantly AI-generated.”

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Dr GRat @drgrat.bsky.social · 18/09/2026

When you’ve lost Karl Rove…

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Techmeme @techmeme.com · 12/09/2026

Sources: Anthropic is in talks to bring on Nvidia as an anchor investor in its IPO, seeking up to $100B at a ~$2T valuation; Nvidia may invest up to $10B (Reuters) Main Link | Techmeme Permalink

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Carl Quintanilla @carlquintanilla.bsky.social · 10/09/2026

Texas. “.. Democratic candidates in the state’s Senate and gubernatorial contests leading their GOP opponents by a 2-1 margin with the key voting block ..” @cookpolitical.com www.cookpolitical.com/analysis/hou...

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Carl Quintanilla @carlquintanilla.bsky.social · 10/09/2026

(NYT) - Republicans spent the first five hours of their midterm convention in Dallas warning about socialism on Wednesday before President Trump surprised many of them with an audacious trillion-dollar proposal to redistribute wealth. www.nytimes.com/2026/09/10/u...

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Dr GRat @drgrat.bsky.social · 10/09/2026

That femtocell comment 😂

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Dr GRat @drgrat.bsky.social · 09/09/2026

Reality checks will be frequent;)

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Dr GRat @drgrat.bsky.social · 01/09/2026

I’m selfishly okay with these prices in September (buying shares and long dated bull spreads), but it’s wild how mispriced it currently is. I think it may struggle a bit longer but the revenge tour will be something to behold!

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Faine Greenwood @faineg.com · 29/08/2026

I know at LEAST a few people on Bluesky are in the 60-Person Somerville Polycule, and I very much want to hear all about it

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Dr GRat @drgrat.bsky.social · 25/08/2026

Don’t have to sell phone service if you can just sell stock! (Same game as Tesla)

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Dr GRat @drgrat.bsky.social · 22/08/2026

This might be the most bullish interview ever for ASTS. Jaw was on the floor with his matter of fact statements.

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Dr GRat @drgrat.bsky.social · 18/08/2026

Oh wow. Hadn’t seen that.

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Dr GRat @drgrat.bsky.social · 11/08/2026

I’ve been considering $45, March 2027 calls. Gonna buy shares but also want deep in the money calls.

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Dr GRat @drgrat.bsky.social · 11/08/2026

Haha. That guy is a gem! Most professional, bullish call in their history. They definitely practiced after the last one. No slips, polished. I had to play a lot of defense the last few months (like everyone else), but I’m loaded up and adding big in September. Been a wild ride. More in store!

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Dr GRat @drgrat.bsky.social · 11/08/2026

Best earnings call ever and the analysts came to play. I predict that having accumulated enough cheap shares, the investment bankers will now give the greenlight to ASTS in the form of reratings.

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Dr GRat @drgrat.bsky.social · 09/08/2026

I can tell you my electrician is furious and he was a Trump voter. He was very vocally anti ICE last week. Upset with the treatment of his guys. Couple that shift with a terrible GOP candidate, who is a symbol of corruption in the state. Gonna be interesting.

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Dr GRat @drgrat.bsky.social · 07/08/2026

Appealing is very common (while third party industry) and they are reasonable about it. I’ve halted proposed increases the lasts two years through appeals.

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Dr GRat @drgrat.bsky.social · 05/08/2026

Loaded for bear on March 2027, 100/135 spreads. Grabbed a few 70/95 March 2028 spreads too. But my favorites are the September 18 calls that will be exercised. Didn’t think I’d see a buying opportunity like this again!

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Dr GRat @drgrat.bsky.social · 31/07/2026

Mid to late August, I will have the capital to make a big asts purchase. So I’m using calls the way the good lord intended 😆

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Dr GRat @drgrat.bsky.social · 18/07/2026

Thank you for your service 🫡

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Dr GRat @drgrat.bsky.social · 18/07/2026

Best investment sub on Reddit ;)

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Dr GRat @drgrat.bsky.social · 16/07/2026

I think they must have big plans. I don’t think the “speed up launch” theory warrants that raise. I’m now suspicious that the massive short interest we’ve seen may be the result of a leak of this dilution at hedge fund happy hour. I’m very bullish on the tech, but faith in management is shaken

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Dr GRat @drgrat.bsky.social · 16/07/2026

Timing is brutal. I agree with all your points but this is by no means the first poorly timed move by execs. RKLB raised into strength. ASTS flatlines an already beat down stock. They’ve squandered so much retail goodwill over the years with timing and poor PR. Luckily they are good at sats.

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Dr GRat @drgrat.bsky.social · 08/07/2026

He might try to buy his way out of the predicament, but that’s a tough one given that the sellers can see him coming. He’d overpay by crazy multiples (not the first time!). Such a tactical error to talk so big and spook the companies you plan to replace too early. As an ASTS investor I’m all 🍿

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Dr GRat @drgrat.bsky.social · 01/07/2026

Borrowing shares is back at fidelity

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Dr GRat @drgrat.bsky.social · 28/06/2026

You could actually argue that he’s already aware that they’ll drop him and that’s why he fully indulges in this ideological garbage, but arrogance is no. 1 in the clubhouse.

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Dr GRat @drgrat.bsky.social · 27/06/2026

So early August unwind is the prediction?

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Dr GRat @drgrat.bsky.social · 27/06/2026

Don’t stop Elon, you got this!

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Dr GRat @drgrat.bsky.social · 25/06/2026

No wonder. Roaming is a racket, but their infrastructure will still hold some value for them I imagine.

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Dr GRat @drgrat.bsky.social · 25/06/2026

I had not thought about that value proposition. There are so many!

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Dr GRat @drgrat.bsky.social · 21/06/2026

And a national security threat in the minds of many nation states to boot!

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Dr GRat @drgrat.bsky.social · 17/06/2026

Well, that’s quite the diss.

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