UltimaParadox

quote:

---

I'll go ahead and invest with the world's greatest business man ever

---

Point made, also exemplifies why you generally never short

quote:

---

Monolithic Microwave Integrated Circuits (MMICs): The company has expanded its IP into chip-level design, developing MMIC chips aimed at scaling mass-market telecommunications and cellular hardware

---

Everyone is selling MMIC today. Qorvo dominates this market for military applications. But they aren't the only player as I started above. MMIC is the standard, especially as AESA based radars are the frontier for new development. Skyworks etc are more for the 5g development.

Amplitech is primarily limited to extreme environments like satellite, which provides them some moat because it is expensive to get through mil standard testing for space.

That being said it limits their market because space usage is small potatoes to ground based RF solutions.

I'm just cautioning your thesis based on some addressable market that is already saturated. They aren't selling some breakthrough technology. I'm guessing their name is surfacing due to space X. But I don't see them encroaching on the dominant players in the business for standard solutions.

quote:

---

Their key invention is a Low Noise Amplifier (LNA)

---

What? LNAs have been around for decades and commonly found all over the RF space.

Skyworks, broadcom, and Qualcomm all make their own and integrate directly.

Qorvo is a dominant player in the military, with more specialized solutions. NXP, infineon, and analog devices are also huge in this space.

Amplitech is very niche, and not really someone who competes with the larger players.

It's a crowded play

Sadly I would probably trust China propaganda over open AI propaganda. But it's close, they both can't be trusted.

Anyone who thinks these massive data centers are not driving up residential prices is naive.

quote:

---

Nearly 16% of Gen Z hold multiple jobs—five times the rate of Baby Boomers.

---

quote:

---

The 17 to 25-year-old demographic is the fastest-growing age group on gig-work apps.

---

Low job prospects, and many men didn't bother with any education past high school. Their job prospects are dim

People on the board seem to get mighty offended by the term boomers

Sonicare heads about every 6 months

Just six more months and we will ask be unemployed from the advancements of the all knowing AI overlords

quote:

---

Despite securing a legal victory in the United States, Heart is pursued by authorities in Finland for separate, severe allegations. In December 2024, Interpol issued a Red Notice seeking his arrest for alleged gross tax evasion and the physical assault of a minor. In connection with the tax evasion investigation, Finnish police previously seized approximately $2.6 million worth of luxury watches belonging to Heart. He remains on the European Union's Most Wanted list as his exact whereabouts are publicly unknown. [1, 2, 3, 4, 5, 6]

---

Wonder what he is doing with everyone's money...

quote:

---

I’m guessing the nasdaq doesn’t have such requirements? Wondering if QQQ is going to take a beating with some really overpriced IPOs coming in.

---

NASDAQ changed the rules to bring in space X.

quote:

---

To win the largest initial public offering (IPO) in market history, the Nasdaq adjusted its index-inclusion rules, effective May 1, 2026. The exchange scrapped historical waiting periods, paving the way for massive, high-profile companies like SpaceX to be added to the benchmark Nasdaq-100 just 15 days after going public

---

QQQ holders going to be exit liquidity for insiders

quote:

---

But SpaceX also looks to be the biggest trap ever set for retail investors. The historical and structural deficiencies of the SpaceX IPO will result in the greatest fleecing of retail investors we've ever witnessed.

---

quote:

---

According to the SpaceX prospectus that was made public on May 20, the company behind reusable rockets, satellite-based broadband service Starlink, xAI, and social media platform X generated $18.67 billion in sales last year. If SpaceX prices at a $1.8 trillion valuation, it'll be trading at a P/S ratio of 96!

History tells us that no public company at the forefront of a game-changing technology has ever been able to sustain a P/S ratio above 30 over the long run. A P/S ratio of nearly 100 is a glaring red flag that screams, "bubble!"

---

quote:

---

Notably, Nasdaq (NASDAQ: NDAQ) amended several of its long-standing rules to expedite SpaceX's inclusion in the Nasdaq-100. The "Fast Entry" rule change, which took effect on May 1, shortened the waiting period for Nasdaq-100 inclusion from around three months to just 15 trading days (i.e., July 7, based on SpaceX's expected June 12 debut) for megacap IPOs that would be among the 40 largest nonfinancial companies. Minimum float requirements were also eliminated.

But this wasn't the only change made. SpaceX can enter the Russell U.S. Equity Indexes and FTSE Global Equity Index Series after just five trading sessions.

---

motley fool