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$ASTS $RKLB With the acknowledgement that AST can easier move to the right in terms of timing then Rocket Lab due to constellation rollout delays, this is still an interesting perspective.

$ASTS I just want to give a heartful thank you to all the satellite consultants around for the past couple of months / years. I have never had an investment where I both earned so much via stock gains and on top IBKR lending out my shares to shorts in return for a fee. The

$ASTS This perfectly sums up the bet shorts are currently making and why they are getting cooked currently. Would even add in Palmer Luckey 😉

$ASTS Big development! AST just secured commercial entry for its D2D offering into the Indian market, which in total represents 1.1B mobile phones! VI is one of the top 4 largest MNO's with 212 million phones under subscription, meaning AST just locked up roughly 20% of the

$ASTS Here an analysis of the current state of play for D2D in India. With 1.1B smartphone users in the India (including Nepal + Bhutan) this is one of the largest telco markets in the world in terms of number of users and a key future growth market for the future. Using Grok

$RKLB $NBIS For full disclosure purposes I am currently contemplating to sell my Rocket Lab position to buy Nebius AI (again, yes I am a trader apparantly lol), but have not made a decision yet. Second I am also horrible at timing, so definitely don't do what I do. Don't see

After further evaluation I decided to leave it as is for now. As parent with young kids I realized I just don’t have the time to keep up with two entirely separate industries and risk comes from not knowing what you own so will leave it as is for now.

$ASTS This is an excellent example how the defense TAM will expand over time. What's crucial in this in that AST recognized early on that they needed partners to built solutions on top of their infrastructure stack in order to scale their business rapidly. When I was invested in

$ASTS Only the Spacemob can come up with something like this. TDLR: Satellite consultants having been lying a lot, Spacemob krpt the receipts! It’s hilarious in retrospect that shorts are putting their live savings on the lines based on these “experts”.

$RKLB Great work from Tran again, finding out that Echostar is the confidential customer for Electron For those interested Lyra’s Echostar satellites are in essence a regulatory placeholder constellation. It’s totally uninspiring, but you basically launch those so you

$ASTS This paper must be sponsored by Skylo, otherwise this research firm’s deep dive on D2D is completely disqualified. This paper calls Skylo the leader in D2D 😂, while in fact it is a stop gap solution. The leaders in this space are SpaceX and AST Spacemobile. Anyone not

🚨 THE EU WANTS TO ALLOW SCS IN SPECTRUMS COVERING EVERY TIER OF $ASTS SPACEMOBILE 🤝 VODAFONE MULTICONNECTIVITY NTN NETWORK. SATCO🚨 ✅LOWBAND, ✅MIDBAND AND ✅C-BAND. 🐈‍⬛CATSE: ”THIS IS VODAFONE AT WORK. PREPPING THE BATTLEFIELD TO WIN WITH SATCO. REGULATORY HAT-TRICK!”

$ASTS Most think this recent stock run is the end of a cycle, however it is only the end of the beginning. Main chapter is about to start, this was just the prologue.