Calls
1
u/Matthew_5_9_
Reddit r/Baystreetbets
Win Rate
100.0%
return
+145.5%
Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Jan 11
$19.34
+145.5%
The author argues Iridium Communications is a solid long because its completed Iridium NEXT satellite constellation shifts the business to capital-light growth, with free cash flow funding buybacks and dividends. Contract wins with the U.S. Space Force, HD Hyundai, and Vodafone provide sticky high-margin recurring revenue, and new IoT/PNT services use existing capacity for near-100% EBITDA flow-through. He also bought February $20 call contracts on top of a core position. Main stated risks are direct-to-device competition from Starlink and AST SpaceMobile, slowing IoT growth, and spectrum/valuation concerns.
Satellite Communications
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u/Matthew_5_9_ has 1 trade ideas tracked on Buzzberg across 1 tickers since January 2026. Most covered: IRDM.
Historical call returns are modeled from recorded ideas and stored prices, not actual brokerage portfolio returns. Check the evaluated call set and horizon; past results do not establish future prediction accuracy. Explore our data and methodology
