Ry🅰️n O'Connor
8,376 posts
Ry🅰️n O'Connor
@AboveAvgOdds
Founder and PM | Crossroads Capital
- We ride (soon ™️)!!!$ASTS: I've been told WE'RE NOT BULLISH ENOUGH™️ @AboveAvgOdds of Crossroads Capital will be publishing one of the most comprehensive and impactful AST SpaceMobile research reports that I've read since @thekookreport's magnus opus "the DD" It'll be widely shared with
- Our Q2 2025 investor letter is now available: crossroadscap.io/investor-lette… Accredited investors can sign up to receive fund updates here: crossroadscap.io/contact-us Follow us @CrossroadsOnX for more updates.
- BREAKING: Jeff Bezos’ rocket company Blue Origin has just successfully landed its New Glenn rocket booster on a barge in the middle of the ocean — 25 years after its founding — becoming only the second company in history to land a rocket booster after SpaceX (2015). Holy shit!
00:00 - June was a pretty special month for us at Crossroads. Closing out our 9th year with our best month to date. We'll have more commentary in our Q2 2025 letter. Sign up here to get on our distribution list:Our June 2025 tear sheet is now available. In June the fund returned 23.8% net of fees, bringing YTD net return to 26.1% & since inception CAGR to 17.0% net. Accredited investors can sign up for updates here: crossroadscap.io/contact-us Follow us at @CrossroadsOnX.
crossroadscap.ioContact Us | Crossroads CapitalCrossroads Capital is a research-driven, value-centric investment manager based in Kansas City, Missour. We serve as the investment advisor to Crossroads Capital Investment Partners, LP, a long/short... - So many things to discuss from yesterday’s $ASTS call. Perhaps my favorite is knowing we have a hard catalyst trebuchet on repeat literally rocketing rockets into space every 45 days. May God help the shorts.
GIF - Finally getting around to updating my $NTDOY figures and decided to start with the global shipping data. Besides the exponential increases in shipments of the SoC, screens, controllers, etc. in September we finally got our mass production smoking gun with the shipment of actual
- If this quarter doesn’t drive home that $NTDOY is an “inevitable” now and will just keep getting bigger and more profitable with time, I’m not sure what to say. With perhaps the last quarterly “sneak preview” in the books, we inch ever closer to a step change acceleration inReplying to @NintendoCoLtdFinancial Results Explanatory Material (with Notes) can now be found on our IR information website. nintendo.co.jp/ir/pdf/2023/23…
- Listen (and look) very closely - definitely not bullish enough 🚀🛰️🚀 $ASTS2026: year of the 🧇 cc: @AST_SpaceMobile
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GIF
stc group and AST SpaceMobile Announce 10-Year Commercial Agreement and Long-Term Revenue Commitment for Space-based Cellular Broadband Connectivity businesswire.com/news/home/2025…- Our latest annual with a special shout-out to Caddyshack fans. $CLMT $RCM crossroadscap.io/investor-lette…
- 🚀BlueBird 6 is ready to ship in August, and we are building microns and phased arrays for our next 40 satellites by early 2026! - Starting our campaign of launches every one to two months on average during 2025 and 2026 - Over 400k sq ft of production facilities available soon -
00:00 - $660m globally in two weeks - wow. $NTDOY Super Mario Bros. Box Office Scoring Crazy-Great $80M in 2nd Weekend – The Hollywood Reporter
- Proud to pass on our latest thought piece on 21st century trust busting and tail risks. The piece is the work of our new Director of Research, Daniel Prather, who has followed the ad tech space and Google antitrust actions for several years and opened my eyes to one of the most
