The Compounder retweeted
$SE Reports Tuesday morning
- 3 Wave ABC pull back looks complete
- Support on its 0.78 FIB
- Now below its 200 WMA (undervalued)
- Druckenmiller has been accumulating for 12 months
- Hedge against the US market.
- Growth +32% Y/Y
- Wave 3 target is at $338
- Current price is at $75
The Compounder retweeted
$ASTS flipped from -8% to +9% today
Stop loss raid was successful.
The Compounder retweeted
We are done waiting. We are on to satellite 51 - the largest spacecrafts ever in LEO! and we are not stopping. Blacklift: built for BlueBird, built to fly!. Join me at the unveiling webcast event on Thursday, November 12 investors.ast-science.com/ 🤠🇺🇸
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
The Compounder retweeted
Inside our Next Generation Process Pilot Plant, where we test our Hydrochemolytic™ Technology on plastic waste. 👉 youtu.be/n1nCl0hrfSg
Our latest campaign ran approximately 120 hours over five days, the longest we have reported and 60% longer than our 75-hour campaign in September. What it showed:
✅ Feedstock moved from controlled polyethylene and polypropylene blends (50:50, then 80:20) to PO95 for approximately 20 hours, then back to 80:20, with no complete process shutdown
✅ PO95 is a post-consumer plastic-waste agglomerate sourced from the Netherlands, containing at least 95% polyolefins, principally polyethylene and polypropylene
✅ Planned interruption tests with each feedstock. Our Operations team restored target operating conditions each time, and backup systems kept the plant running through an unexpected utility power outage
✅ Approximately 85% condensable hydrocarbon yield, in line with the campaign's performance target, with conditions set to evaluate feedstock flexibility, process stability and operating continuity rather than to maximize yield
✅ A representative wastewater sample from PO95 processing will be characterized in detail to inform treatment system design and environmental permitting
This operating experience is informing equipment selection, process controls and procedures for our First-of-a-Kind Plant at @Chemelot, where engineering and permitting are underway.
Full news release: investors.adurocleantech.com…
#CleanTech #EcoInnovation #ChemicalRecycling #PlasticRecycling #PlasticWaste $ADUR
The Compounder retweeted
Best zot om te zien. De CEO van het Belgische EnergyVision dreigt met een exit van de beurs van Brussel als de effectentaks ingevoerd zal worden op aandelen op naam. En hij heeft in mijn ogen trouwens volledig gelijk.
Voor wie geïnteresseerd is, heb ik hieronder de oproep gezet die de CEO van EnergyVision zonet op zijn persoonlijk account heeft gepost (hij is hier niet actief) samen met zijn correspondentie met @conner_rousseau. EnergyVision was vorig jaar de meest succesvolle beursgang van de Brusselse beurs in jaren. Dat men na 1 jaar al van de Brusselse beurs zou verdwijnen zou ongezien zijn.
Hieronder de tekst:
Ja, volgens De Rijkste Belgen hoor ik bij de honderd rijkste landgenoten.
En ja, ik vind absoluut dat de sterkste schouders moeten bijdragen.
Maar neen, ik heb geen miljoenen op mijn bankrekening.
En ja, ik ben failliet als doorgaat wat de regering-Bart De Wever volgens de kranten gaat doen. En onze medewerkers van het eerste uur ook.
De regering zou een effectentaks willen heffen op aandelen op naam voor beursgenoteerde bedrijven. Exact een jaar geleden heb ik daar nachten van wakker gelegen, maar Conner Rousseau Officieel himself bevestigde dat die er niet zou komen (je ziet de mail hier). En nu ligt dat toch weer op tafel?
Ik heb nul problemen met een meerwaardebelasting als je aandelen verkoopt – wat mij betreft mag die gerust omhoog. Maar papieren vermogen belasten, dat is een waanzinnig slecht idee.
De oprichters (Koen, Hassan en ik) hebben voor intussen 700 miljoen EUR aandelen in EnergyVision. Die aandelen kunnen we jarenlang niet verkopen (lock-up getekend bij beursgang). Maar we zouden er wel miljoenen EUR per jaar voor moeten betalen. Geld dat we niet hebben: ik heb één gezinswoning, één wagen en 70.000 EUR op mijn spaarrekening. Mijn hele vermogen zit in de uitbouw van EnergyVision.
Of neem onze eerste medewerkers: die kregen tien jaar terug opties, die intussen miljoenenpakketten in aandelen betekenen. Ook zij kunnen die niet verkopen wegens lock-up, maar gaan straks wel een effectentaks betalen?
En los van ons: kijk naar andere Belgische small- of midcap bedrijven. Strategische aandeelhouders in bedrijven, die zich inkopen om een bedrijf te redden en er daarna volop in werken – met heel hun vermogen en al hun aandacht – moeten straks effectentaks betalen en dus aandelen verkopen om die te kunnen betalen?
Beste regering. Verhoog gerust de meerwaardebelasting. Ik denk dat ondernemers van mijn generatie of jonger daar NUL problemen mee hebben. Maar belast geen papieren vermogen. Dan heb je wellicht geen volgende TechWolf meer. Dan komt Aikido Security wellicht niet naar de beurs. Dan gaat EnergyVision noodgedwongen weg van de beurs (of ben ik persoonlijk failliet).
We gaan Euronext Brussel aantrekkelijk maken, stond in het regeerakkoord. Wat kregen we sindsdien: een meerwaardebelasting, een verdubbeling van de effectentaks, en nu ligt een uitbreiding naar aandelen op naam op tafel. Ik zou het op onze volgende Raad van Bestuur willen hebben over onze groeiplannen, hoe we de uitverkoop van onze energiemarkt stoppen en terugbuigen, over hoe we dé Belgische speler in energie kunnen worden. Maar zoals het nu voorligt, gaat onze volgende Raad van Bestuur over onze beursexit.
Bron: Maarten Michielssens, founder en CEO bij EnergyVision
The Compounder retweeted
AST SPACEMOBILE TO BUILD GOVERNMENT SATELLITES? 🤔
In the Blacklift press release, there was an important detail 👀
"The company also has access to further launches for U.S. Government missions alongside its Defense Priorities and Allocations System (DPAS) rated program."
It appears Government contracts could be coming soon and they might be large 🧇
$ASTS
The Compounder retweeted
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
The Compounder retweeted
EXCUSE ME
$ASTS standing on business!!
This is HUGE
AST SpaceMobile to Build Own 20-Ton Rocket to Deploy BlueBird Satellites in Low Earth Orbit Using Miranda Engines from Firefly Aerospace.
businesswire.com/news/home/2…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds #Blacklift
The Compounder retweeted
People deserve to have access to the most innovative treatments. That’s why we work with leaders across the industry, and starting today, that includes @EliLillyandCo.
When innovators work together, it’s better for everyone. Customers can access more personal care, providers have a well-rounded picture of how their patients are doing, and drugmakers can be confident that the people who need their medications the most will be able to get their hands on it and stick to it.
Lilly is one of the most innovative companies in the world, and we share a commitment to reaching real people with real impact. Working together means we can combine some of the world’s best medicines with our powerful platform to help more people feel great.
Read more, including important info: news.hims.com/newsroom/lilly…
The Compounder retweeted
Everyone’s a long term investor for 2027, 2028, or 2029 onward
Until their portfolio experiences volatility months in. I still think:
- $RKLB could end up the next $SPCX
- $NBIS has the potential to be the next hyperscaler
- $SIVE has moonshot potential to be the next $LITE
- 1-3x P/E memory companies and $AXTI substrate bottlenecks are more durable than markets think
And that it’s stupid to sell single digit fwd P/E AI companies or promising longs.
And rotate that into 5% growth towel resellers at 47x P/E. Or 180x cyber companies, just because they’re going up.
I’ve seen $AMD go from the $3 valley of doom to $400 as people thought it could be the next $INTC / $NVDA.
And been through the Bitcoin $1000 -> $18,000 -> $3000 -> $100,000 cycle.
Not advice on how to position or trade, but anyone on extreme leverage during those times got wiped out.
While the underlying assets sharply recovered later.
I do think AI, Space, and Physical AI are the future.
So, I’m remaining long, and using this time to maximize exposure to the winners
The best feature my new Tesla Model Y has is @grok being able to summarize @TheLongInvest his tweets for today.
The Compounder retweeted
This guy said the quiet part out loud and you can feel his anger and disgust…
I couldn’t agree more..
The Compounder retweeted
$ASTS bizarrely has MAX negative sentiment on X in this set up testing the 200 WMA
Know what you own.
Use X as your signal.
The Compounder retweeted
Yesterday, HHS issued a draft interim policy that opened a safer, regulated path for peptides including BPC-157 and TB-500. This is a big step forward for access to innovation for more people, and over the last 2 years, we’ve been investing in the domestic infrastructure necessary for this exact moment.
With Peptides+, clinician-led protocols built by the experts in the field plus a world-class infrastructure comes together in the one of the only companies that can deliver quality access to these newly eligible treatments. Through our US based facilities, we’ll be able to offer eligible customers access to the newly allowed peptides made 100% from start to finish in the US, with ongoing clinical support and an entirely US-based supply chain they can trust.
Get an early look at what’s coming and sign up to be among the first in line to be in the know as we begin to roll this out: hims.com/peptides-plus
Important disclaimers here: news.hims.com/disclaimers/ca…
The Compounder retweeted
$ASTS growing….
Not a chance am I selling…
I’ll keep buying…
The AST SpaceMobile network is taking shape, in orbit and on the ground.
Today, over 60 gateways are in various stages of completion, installation and planning worldwide.
Initial, intermittent coverage targeted before year-end 2026 in the U.S. and other key markets around the world.
A new layer of connectivity, designed to connect directly to the smartphones people already use.
🇺🇸 📶🌎📱
#ASTSpaceMobile #ConnectingtheUnconnected
The Compounder retweeted
Day by day $ASTS keeps getting further and further away from its $108 bull case.
You gotta love it.
Nearly +200% from here.
The Compounder retweeted
In early 2025 we started adding $AMD below the 200 WMA between $89-$100
It dropped into our buy zone and under the 200 WMA so we kept to our strategy and bought
The price action then experienced extreme selling as the ‘$AMD will never match $NVDA chips’ argument was in full swing
Bearing in mind just how large this market is right now and this was the ONLY argument being said
And $AMD dropped to $70
It then became the MOST hated position in the market
Even until now, I don’t believe any other position such extreme hatred as $AMD
Either way we held because their fundamentals were strong and still had large orders
$AMD then ran to $650+ 18 months later for a 6-7 X gain for us
So what other company is experiencing this right now?
I’ll give you a hint
It starts with $A…























