Revealed: Ross Givens' "Convergence" Stock (100X Gains?)
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…tion and reveal it here for free. Remember, all investing carries risk, so do your own research. This is not financial advice and I am not a financial advisor. Before we do anything, let's look at Ross's track record to see how good he is. He recommended gaming stock Roblox back in January 2024. It has been a crazy ride since then, but it is currently up slightly. Then he recommended SoundHound in April 2024. That one has also been on a crazy ride, but investors had a decent amount of time to sell and lock in big gains. The same t…
He recommended gaming stock Roblox back in January 2024.
Contexto extraído por IA He recommended gaming stock Roblox back in January 2024. It has been a crazy ride since then, but it is currently up slightly.
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…nd I am not a financial advisor. Before we do anything, let's look at Ross's track record to see how good he is. He recommended gaming stock Roblox back in January 2024. It has been a crazy ride since then, but it is currently up slightly. Then he recommended SoundHound in April 2024. That one has also been on a crazy ride, but investors had a decent amount of time to sell and lock in big gains. The same thing happened with Oklo in November 2024. The stock surged after his recommendation and has cooled off since. Howeve…
Then he recommended SoundHound in April 2024.
Contexto extraído por IA Then he recommended SoundHound in April 2024. That one has also been on a crazy ride, but investors had a decent amount of time to sell and lock in big gains.
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…uary 2024. It has been a crazy ride since then, but it is currently up slightly. Then he recommended SoundHound in April 2024. That one has also been on a crazy ride, but investors had a decent amount of time to sell and lock in big gains. The same thing happened with Oklo in November 2024. The stock surged after his recommendation and has cooled off since. However, it is still up more than 100%. Now, let's do a quick 90-second overview of Ross's presentation titled convergence and then we'll drop the clues for the stock. His…
The same thing happened with Oklo in November 2024.
Contexto extraído por IA The same thing happened with Oklo in November 2024. The stock surged after his recommendation and has cooled off since.
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…ing should have a stomach for volatility and be willing to hold for several years. You also have to consider that AST is competing against SpaceX and Starlink. It's hard to imagine any company overtaking SpaceX in satellites at the moment. So, personally, AST is not a buy for me. I think a smarter way to invest in satellite communications could be through a picks and shovels play like MDA Space. It can benefit from multiple satellite operators instead of forcing investors to bet on the success of one network. Howev…
So, personally, AST is not a buy for me.
Contexto extraído por IA So, personally, AST is not a buy for me. I think a smarter way to invest in satellite communications could be through a picks and shovels play like MDA Space.
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…and be willing to hold for several years. You also have to consider that AST is competing against SpaceX and Starlink. It's hard to imagine any company overtaking SpaceX in satellites at the moment. So, personally, AST is not a buy for me. I think a smarter way to invest in satellite communications could be through a picks and shovels play like MDA Space. It can benefit from multiple satellite operators instead of forcing investors to bet on the success of one network. However, MDA Space is still a high-risk investment, and there aren't many truly low-risk space stocks right now.
I think a smarter way to invest in satellite communications could be through a picks and shovels play like MDA Space.
Transcrição Completa
Forget SpaceX. There's a small space infrastructure stock that has 100X potential. This is what popular stock picker Ross Givens is claiming in his latest presentation called convergence and states one stock could mirror the gains PayPal gave investors. Of course, he wants money for the stock pick, but I figured out the pick from the clues in the presentation and reveal it here for free. Remember, all investing carries risk, so do your own research. This is not financial advice and I am not a financial advisor. Before we do anything, let's look at Ross's track record to see how good he is. He recommended gaming stock Roblox back in January 2024. It has been a crazy ride since then, but it is currently up slightly. Then he recommended SoundHound in April 2024. That one has also been on a crazy ride, but investors had a decent amount of time to sell and lock in big gains. The same thing happened with Oklo in November 2024. The stock surged after his recommendation and has cooled off since. However, it is still up more than 100%. Now, let's do a quick 90-second overview of Ross's presentation titled convergence and then we'll drop the clues for the stock. His argument is that three massive trends are colliding at the same time. SpaceX, the AI infrastructure boom, and a growing shortage of critical metals. Given says most investors are still focused on obvious AI stocks like Nvidia, but he believes the next major winners will be smaller companies solving the problems underneath the AI boom. In his words, the real money is in the overlap. He pitches three types of investments, a satellite communication stock, a company connected to America's power grid, and a small copper stock. The supporting argument is simple. New satellite networks could eventually connect ordinary smartphones from space. Big tech is spending hundreds of billions of dollars on AI infrastructure. Those data centers require enormous amounts of electricity. That creates demand for new power plants, transmission lines, and grid equipment. All of that infrastructure also requires copper. Most of this broader thesis is reasonable. AI infrastructure spending is enormous. Power constraints are already delaying some data center projects. And copper is essential to grid expansion. But the presentation goes too far with its timeline. Givens claims these trends will converge around July 31st, followed by a 60-to-90-day window for potentially large gains. However, he never explains why this date is so important. He just says over and over that this is when he expects these industries to converge. So, this is just straight-up a marketing tactic to build urgency and make you feel like you have to buy right now. The date is basically meaningless. He also says total data center demand in 2026 could consume as much electricity as Japan, but that's not expected to happen until 2030. So, the long-term arguments have support. The precise deadline and promise of quick gains do not. Given's only leaves enough clues to figure out the space stock. Here's the clues. Given's calls it the space infrastructure play. He says it is not SpaceX. It is not building rockets, and it is not in the headlines. Instead, the company focuses on space-based communications. It has fewer than 1,000 employees. It is still in the early stages of scaling, and it has secured major strategic partnerships. But, the biggest clue is its technology. Given says it allows everyday mobile devices to connect directly to satellites. He also says the company is using Elon Musk's rockets to make this possible. The goal is direct-to-device service from space. That means ordinary smartphones could connect without special satellite equipment. I'm going to reveal the stock in about 10 seconds, but before I do, I want to remind you to click the link in the description to get my free guide on the top 10 stocks to buy and hold after you're done watching. These are stocks that offer both growth and safety, and ones I believe all investors should own. The stock being pitched here is AST SpaceMobile, ticker ASTS. Knowing the stock is one thing. Knowing if it's a buy is another. Let's figure that out now. AST SpaceMobile is trying to turn satellites into cell towers in space. Its BlueBird satellites are designed to connect directly to ordinary smartphones, meaning users could eventually get calls, texts, and broadband in areas with little or no traditional coverage. Instead of competing with mobile carriers, AST partners with companies like AT&T and Vodafone to extend their networks from space. The opportunity is massive, but the company still has to launch dozens of satellites and prove the technology can work reliably at commercial scale. The bull case is simple. First, you have commercial validation. AST is no longer relying only on a promising idea. Mobile carriers, governments, and other customers are showing real interest in using and funding the network, suggesting there could be meaningful demand once service expands. Because AST works through existing carriers, it may not need to acquire customers one at a time. Its partners could offer satellite coverage directly to their existing subscribers, allowing revenue to scale much faster. Every successful satellite launch brings AST closer to broader commercial service. If manufacturing and launch activity continue improving, the company could transition from an experimental business into a revenue generating network. Building the constellation will be expensive, but once the network is operating, additional users could potentially be added at relatively low incremental cost. A reliable space-based cellular network could become extremely valuable to telecom companies, governments, emergency services, and defense customers, giving AST several potential paths to long-term growth. The bear case is pretty alarming though. AST has made real progress, but launching several satellites is very different from operating a full commercial constellation. Production problems, launch failures, or satellite malfunctions could delay both coverage and revenue. Carrier commitments show interest, but AST still must prove that millions of customers will use the service, and that revenue can justify the network's enormous cost. AST generated just $13.4 million of product revenue in the first quarter of 2026. AST has substantial cash, but it remains deeply unprofitable and must keep spending heavily on satellites, launches, and ground infrastructure. Until meaningful service revenue arrives, AST may still need equity or debt financing, potentially diluting shareholders or increasing interest costs. AST also needs approvals across many markets while addressing competing technologies. Impressive technology does not guarantee dominant market share. So, what do I think about this stock? First off, anything space-related can really capture your imagination. It's called the final frontier for a reason, and human nature drives us to explore the unknown. I can also see the importance of satellite cellular and internet service. Just recently, a tornado hit where I live, and we lost power and internet for almost a week. I couldn't get reliable cellular service with my Wi-Fi down either. Being able to connect to a satellite network during that week would have been very helpful. However, you still have to remember that you're investing in a business, not just a cool idea. This is still an early stage company with heavy spending, no profits, and serious execution risk. If you invest in this stock, be prepared for wild price swings and plenty of setbacks. Nearly every major space company has experienced delays and complications over the past few years. Additionally, you have to understand that you're not exactly early to AST. The stock is already richly valued with much of the bull case already priced in. That doesn't mean the stock can't go higher, and maybe everything works out smoothly for the company, but it does mean that setbacks could be met with panic from investors. Anyone thinking about investing should have a stomach for volatility and be willing to hold for several years. You also have to consider that AST is competing against SpaceX and Starlink. It's hard to imagine any company overtaking SpaceX in satellites at the moment. So, personally, AST is not a buy for me. I think a smarter way to invest in satellite communications could be through a picks and shovels play like MDA Space. It can benefit from multiple satellite operators instead of forcing investors to bet on the success of one network. However, MDA Space is still a high-risk investment, and there aren't many truly low-risk space stocks right now.
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