Kevin Chen @Defiantclient2
$ASTS, $QS, $AUR | economics, theology, philosophy, and the UAP phenomenon | Lost access to @Defiantclient Joined June 2025-
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$ASTS: Never forget when $AAPL walked from a $5bn Starlink deal due to strategic concerns over carrier partnerships . $ASTS is the natural partner for AAPL in my opinion. macobserver.com/news/apple-rej…
@Rebel44CZ @TMFAssociates @planet4589 No. You need a satellite in exactly the same orbit as filed. That's also why Echostar's SIRION-1 filing is useless - it was for only 28 LEO sats and since milestone 1 was missed (10% of sats in orbit by June 2023) has become entirely useless. Essentially SpaceX only bought US…
@khalfaguliyev @Rebel44CZ @TMFAssociates @planet4589 Thanks for flagging. The ITU's new database doesn't show the resumption (itu.int/itu-r/space/ap…). But that doesn't make any difference. The SIRION-1 filing is crippled to a single sat and that only gives SpaceX priority for the S-band at that very orbital position. It's useless!
@AsherRothBK Largely non event in my books. Starlink was always going to 'figure out' a broadband D2D solution, this is it. My model is that by 2030 there will be ~3 global D2D players. Starlink was always 100% going to be one, they have the resources and money to make it happen. Assuming…
@Defiantclient2 @QuantumScapeCo I don't think it's arguable any longer. $QS has the only third party verified Solid State Battery technology with a fully developed industrial scale manufacturing process. Period.
Solid-State Cell – the Battery Technology of Tomorrow The $130M $VWAGY is imminent $QS Revolutionary in energy density and power: The solid-state cell is the next generation in battery technology. It has the potential to significantly improve the range, charging speed, and…
For over 20 years, @chris_urmson has been a central figure in the development of autonomous vehicle technology — crystalized by our historic driverless trucking launch last spring. We're honored @Automotive_News is recognizing Chris as an official Disruptor of the automotive…
$ASTS: Barclays research initial thoughts on the SpaceX / Echostar spectrum deal today. "whether telecom operators will favor operators that focus only on the D2C/D vertical (AST SpaceMobile) or to team up with players that represent a competitive threat on fixed broadband…
$ASTS $SATS: So SpaceX just forked out $19B for S band in US only? 👀 not global?
$ASTS $SATS: So SpaceX just forked out $19B for S band in US only? 👀 not global?
What does Barclays make of the EchoStar SpaceX transaction? They are BULLISH on $ASTS 🔥 "As discussed in EchoStar/SpaceX spectrum transaction implications – 8 September – SpaceX is likely to only offer a limited mobile service (i.e., not go beyond satellite) and may still…
$QS: "As you may already know, @QuantumScapeCo is arguably the global frontrunner in bona fide solid-state battery development. Especially since the Silicon Valley-based company appears to be the closest in its segment to bringing full-fledged solid-state cells to the EV market…
“We are convinced we have overcome the last few hurdles to make this robust for automotive application” Quantumscape CEO Siva S. Check out the video with Quantumscape presentation at the 18:00 min mark. videopress.com/v/C32aTvkt
$ASTS I will own it I called this one wrong I thought the AWS4 and H block spectrum was heading a different direction but seeing it land with SpaceX only makes me more bullish on $ASTS. Why Because this validates the entire Direct to Device market. If SpaceX is willing to put 17B…
$ASTS: Roth Capital Reiterates Buy and $56 Price Target - Starlink Spectrum Buy Validates Strategy & Market Opportunity
Starlink now holds Echostar US spectrum and Echostar int’l ITU priority rights. European regulators are likely to look beyond Elon to next players in line at the priority list. Echostar had a shot at European MSS holding those rights, Elon-net I think stands zero chance.
$ASTS: Roth Capital Reiterate Buy Rating and $56 Price Target Roth Capital says the EchoStar (SATS) "fire sale" continues with the company entering into an agreement to sell spectrum to Starlink for $17B. While Starlink will get incremental capacity for direct-to-device, its…
$GSAT is up more than 15%. The market is dead wrong here on $ASTS below $40. If Starlink news isn't bad for GSAT then it's certainly not worse for ASTS *NFA
ROTH MAINTAINS $56 PT ON AST SPACEMOBILE Roth released an updated note today saying that they expect some near term pressure on the $ASTS share price but they believe AST still is the company to beat in the D2D market. KNOW WHAT YOU OWN!
$ASTS hourly shows bullish divergence *NFA
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