---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42703960.md"
description: "Seeing a bunch of people in my mutual follows posting updates, I knew something was up with ASTS again.$Rocket Lab(RKLB.US) He's selling shares or doing a secondary offering for a reason. That 8 billion acquisition next year has all sorts of things going on; it's something to watch and consider buying.$AST SpaceMobile(ASTS.US) I've really tried my best with this stock, calling it out countless times. Every time you guys asked, I replied telling you not to touch it. Or to deleverage... If you had no leverage, this wouldn't actually hurt that much.Because if you still remember the Rakuten sell-off, you'll see it was sold down to the 60s, and management didn't even say a word. When it got cut in half.This stock's problems started this April. From the time I bought it. Up to now, it's been one issue every month, every single month, whether it's an explosion, a sell-off, or a series of things. And then there's the whole sector getting cut in half again, or even more, from the listing over on Musk's side. From 130 to 58, you do the math, what's that now? A month and a half.If you haven't sold yet, don't leave now. It's already at fifty, why would you sell it? No point. Even if funds are moving around, there's no need to touch it at this price.Those who haven't left yet, pay attention to the launch in early August. That should be a chance to get out. If the launch is successful.No way around it, can't be persuaded, if you haven't left by now.As for a 10x next year or later, just think about it. All rockets going to space, who knows how long that will take? Plus, Blue Origin will also be getting into launches later, and they're cheaper. The success rate of this thing's launches is there for all to see. It will only get delayed... I don't deny it might happen, but not this year.No matter how beautifully you talk it up, the market really only cares about tangible results. Without tangible results, it's just fantasy for now. So, my observation over the past year was just that the bubble hadn't popped. When the bubble pops, it really hurts.$SpaceX(SPCX.US) The big boss has already fallen this much, what do you expect the second and third in line to do?  You should remember, I told you to watch that Longbridge live stream before. The big shots analyzing it that day also talked about this, referring to Musk.🌚 Everyone only has watch positions, no one is heavily invested, so do you think this sector is viable? You can go back and watch it now, they actually mentioned the pre-buy market cap... It's scary."
datetime: "2026-07-15T20:37:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42703960.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42703960.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42703960.md)
author: "[彩子](https://longbridge.com/en/profiles/19338703.md)"
---

# Seeing a bunch of people in my mutual follows post…


### Related Stocks

- [RKLB.US](https://longbridge.com/en/quote/RKLB.US.md)
- [ASTS.US](https://longbridge.com/en/quote/ASTS.US.md)
- [SPCX.US](https://longbridge.com/en/quote/SPCX.US.md)

## Comments (61)

- **彩子 · 2026-07-15T20:54:29.000Z · 👍 2**: Also, everyone can go check out X now. There are a lot of trolls for this stock. Take a look at the current discussion; it's quite interesting.
  - **再也不做T了** (2026-07-15T20:55:53.000Z): I've already gone and scolded them 😂 Although I don't hold any ASTS shares right now, issuing additional shares at this point is really too disgusting.
  - **彩子** (2026-07-15T20:57:56.000Z): Find those with earnings support. In the future, when trading any stock, you can prioritize considering this point. The strength or weakness of a sector can be chosen through observation, but earnings
  - **盛某人** (2026-07-16T00:01:41.000Z): Yes, something is very wrong.
- **盛某人 · 2026-07-16T07:46:21.000Z**: Why not sell at the high, but sell now. Could it be that management thinks the current price is also a high point?
  - **彩子** (2026-07-16T08:03:10.000Z): No, they don't care about market cap management. You can tell many times that whenever they need to, regardless of the stock price, they will carry out this operation. Believe it or not, if the stock 
- **何处笙歌落 · 2026-07-16T04:45:35.000Z**: Often, one wrong step leads to many more. Many bros are trapped and don't have the heart to cut their losses, so they can only watch it fall step by step. Ordinary people really shouldn't buy too many small-cap stocks.
- **ricky710d · 2026-07-16T01:20:18.000Z**: Still changing the family's destiny
- **youtsuki.l · 2026-07-16T01:00:52.000Z**: I don't want to do long positions anymore this time, I'll switch to large-cap stocks and the Nasdaq index later.
- **耿耿1314 · 2026-07-16T00:50:27.000Z**: Issuing additional shares at a low level already had its scary stories, and now they're starting to tell themselves scary stories. What the heck is this?
- **新用户_成 · 2026-07-16T00:42:31.000Z**: Brother Caizi; I have 1000 shares at 2x leverage; cost basis 22; is there still hope to break even?
  - **彩子** (2026-07-16T01:35:23.000Z): Which Musk are you talking about, or a STS
  - **新用户_成** (2026-07-16T01:41:07.000Z): This
  - **彩子** (2026-07-16T01:44:03.000Z): Regarding the position of TSMC options with Value Brother, I feel it will recover faster than aSTS. Look for a chance to switch tonight, or you'll have to wait for the launch in early August. These da
- **稳扎稳打就挺好 · 2026-07-15T23:41:28.000Z**: Brother Caizi, I just want to break even now, but all the big stocks you mentioned outside are already sky-high. I want to put the remaining funds into Xiaohuojian in the form of regular shares and never sell them no matter what. Does he have a chance? To be precise, can he hold it for the long term
  - **彩子** (2026-07-16T01:34:49.000Z): It's possible. This cycle will be very long, calculated by months and quarters, and it also depends on whether things are good or bad on Musk's side, with a rhythm of following. The Korean side will b
  - **稳扎稳打就挺好** (2026-07-16T03:33:10.000Z): Okay
- **劝君莫惜金缕衣 · 2026-07-15T23:29:57.000Z**: Damn, it hit the floor price again
  - **三思又三思** (2026-07-16T00:53:31.000Z): Totally insane, it just started to look a bit better.
- **顺势而为.c. · 2026-07-15T23:27:33.000Z**: Might as well buy some storage, sell when it rebounds, the returns are pretty good too.
  - **彩子** (2026-07-16T01:35:02.000Z): You're right, I'll refer to it.
- **youtsuki.l · 2026-07-15T23:16:07.000Z**: Unbelievable, it can still drop 15%
- **长期主义接班人 · 2026-07-15T22:50:50.000Z**: Haha. I also sold an August 90 put. 😂 Gonna take delivery and become a shareholder.
- **A11en · 2026-07-15T21:43:28.000Z**: Brother Caizi, do you still hold this stock? I currently have $10,000 worth of shares, with a cost basis of $72.
  - **彩子** (2026-07-15T21:45:43.000Z): This price is fine for breaking even. It requires a bit of patience. I don't have a position anymore. Just now, I saw all the people I follow back posting this update, so I came to take a look.
  - **A11en** (2026-07-15T21:46:52.000Z): It's a bit upsetting. I already lost $10k on options before🥹
  - **彩子** (2026-07-15T21:51:53.000Z): The main thing is, I really don't know how many of you are still hiding here. I've posted a ton of threads before. Anyway, this stock ended up having issues. This is an unexpected event, and it will b
- **Jerome_V · 2026-07-15T21:07:33.000Z**: My home was raided.
  - **彩子** (2026-07-15T21:20:53.000Z): What are you doing? You have to be stubborn here, oh my. 😂 I've advised you, actually if you didn't use leverage it would feel better, with leverage there's really no way out.
  - **Jerome_V** (2026-07-15T21:23:31.000Z): I'm still holding those, 4 contracts of 2028 options and 300 shares of a double position, with a double cost of 30. It almost got there a few days ago. Ugh, I really feel powerless.
  - **Jerome_V** (2026-07-15T21:24:10.000Z): 35, a typo
- **巨力哥 · 2026-07-15T20:45:06.000Z**: AST's bond issuance is also purposeful. The Japanese contract itself requires investment, and since Blue Origin is currently unavailable, they need to raise funds to find more rocket launch providers. It's just that the timing of their bond issuance is truly outrageous. There are many cases of issui
  - **彩子** (2026-07-15T20:47:20.000Z): They have never managed the stock price. This was evident from the Rakuten sell-off. At that time, whether it was lying or whatever, it could have been overlooked, but in fact, nothing was done.
  - **彩子** (2026-07-15T20:48:21.000Z): The biggest difference is still the fact that there is indeed a significant gap between their profit this year and this target. Logically, since the release in early August until now, they should have
  - **巨力哥** (2026-07-15T20:49:01.000Z): On the 7th, I liquidated and switched to SanDisk. I only have about a dozen puts left and one call for December 2027, thinking I'd slowly collect interest. This move just made all my puts lose money.
- **再也不做T了 · 2026-07-15T20:41:13.000Z**: It's too scary, I feel like it will drag down my little rocket. I'm going to liquidate my position at tomorrow's market open.
  - **彩子** (2026-07-15T20:43:18.000Z): It has an impact, but not a significant one. For the space sector now, if there are no individual stocks experiencing such large fluctuations, it basically has no impact as it's already hit rock botto
  - **再也不做T了** (2026-07-15T20:45:14.000Z): They feel like two brothers in distress.
  - **彩子** (2026-07-15T20:46:27.000Z): There's a difference: one has performance support, the other doesn't. Well, you can't exactly say it doesn't, we'll see after this release. Also, there are actually some significant distinctions betwe
- **add · 2026-07-15T20:40:58.000Z**: I don't want to think about anything else, I just hope TSMC can be gentle with me, Brother Cai, is the earnings report released pre-market or during the night session?
  - **电脑单** (2026-07-15T20:42:27.000Z): Pre-market
  - **彩子** (2026-07-15T20:43:49.000Z): There's a conference call at 2 PM, isn't it shown under the TSMC stock? That's all the stuff from the earnings report then@computer order
  - **add** (2026-07-15T20:48:22.000Z): I bought some 2x leverage. If it gaps up in pre-market, I'll consider whether to sell or not.
- **复利游戏 · 2026-07-15T20:40:09.000Z · 👍 1**: Brother Caizi, what should I do if I'm heavily invested in RKLB?
  - **彩子** (2026-07-15T20:41:13.000Z): The fundamentals of that stock haven't had any issues. Its additional share issuance or whatever is all for a purpose. Its performance is fine, so I feel it's worth holding. In the space sector, it ca
  - **彩子** (2026-07-15T20:41:32.000Z): Still the same old saying, try not to get into short-term options, the earliest would be next year's, it's best to go for the underlying stock, supported by performance, no problem.
  - **复利游戏** (2026-07-15T20:51:57.000Z): Okay, I'm all long positions, and sell puts.