Dave Limp

Host, Reimagining Work
· tracked since Apr 2026
Calls 3 1 Posts tracked · 0.0/day
Calls
7d 0
30d 0
90d 3
Best Calls
ROKT long +8.2%
Worst Calls
ITA long -3.2%
AMZN long -0.2%
Most Mentioned
AMZN ×1
ITA ×1
ROKT ×1
Recent Calls
AMZN long 1 month ago
ROKT long 1 month ago
ITA long 1 month ago
Win Rate 33% Long 3 Short 0
Win Rate
7d 33%
30d 67%
90d
Average Return +1.6% Long Return +1.6% Short Return -
Average Return
7d -2.4%
30d -0.1%
90d
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
Long
Apr 19
$250.47
-0.2%
Satellite internet and space data centers growing.
Satellite manufacturing has accelerated dramatically, with more satellites made per day than per year a decade ago, driven by companies like Amazon and SpaceX for mega constellations; the crossover point for data centers in space is approaching, indicating strong growth in satellite internet and space-based data infrastructure.
Consumer
Long
Apr 19
$232.21
-3.2%
Launch demand is unprecedented and growing.
There has never been a time where launch is in such demand, and demand is increasing due to direct-to-device announcements and mega constellations for satellite-based internet services; if he could fly a rocket every week, he would be sold out indefinitely.
NatSec
Long
Apr 19
$115.20
+8.2%
Satellite internet and space data centers growing.
Satellite manufacturing has accelerated dramatically, with more satellites made per day than per year a decade ago, driven by companies like Amazon and SpaceX for mega constellations; the crossover point for data centers in space is approaching, indicating strong growth in satellite internet and space-based data infrastructure.
NatSec
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