investors anonymous @_anon_guy_2

conviction + patience = money Joined January 2021

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investors anonymous @_anon_guy_2

a day ago

@daniel_koss @DrTomsLens If you’re like me and want to learn more about value creation in the age of AI, the bursts of concentrated alpha provided by @DrTomsLens daily is indispensable. Turn on post notifications.

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investors anonymous @_anon_guy_2

5 days ago

@InvestNorthwise $ASTS service will eventually be bundled into every MNO plan as satellite service becomes table stakes due to Starlink, and as satellite and terrestrial networks fuse in a 6G orchestrated network.

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investors anonymous @_anon_guy_2

a week ago

@BullRush__ bro is just cashing RSUs and hobnobbing with other empty suits at this point

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investors anonymous @_anon_guy_2

a week ago

@Edyy55 @DrTomsLens Yeah, will gladly settle for “semi-sovereign” when the alternative is billions of costs and a decade plus of time. Even then, an uncertain outcome

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C🅰️tSE @CatSE_ApeX_

2 weeks ago

Where the puck is going. AST’s lowband radiolocation testing, SDA Custody Layer interest, FPGA dual-use, partners, multi-tier sensing potential, and the path toward a possible program of record. A Thread. 🧶🐈‍⬛ 1/

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investors anonymous @_anon_guy_2

2 weeks ago

@thekookreport brother kook has me ready to run through a brick wall...LFG

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investors anonymous @_anon_guy_2

3 weeks ago

@AlexfromBabylon come back to this thread time to time. crazy alpha 🙏

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investors anonymous @_anon_guy_2

3 weeks ago

@DrTomsLens 00:20-00:32 no wonder @PalmerLuckey is an investor in $ASTS

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investors anonymous @_anon_guy_2

a month ago

@SMASIMHO

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investors anonymous @_anon_guy_2

a month ago

@SMASIMHO Thanks for your insights 🙏 I expect the idea of a connected power “moat” will seem like a silly, shortsighted idea in just a few years

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investors anonymous @_anon_guy_2

a month ago

@thekookreport Hey kook, Weekly imminent? Asking for a friend.

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investors anonymous @_anon_guy_2

a month ago

@tutuflai @AST_SpaceMobile Seems like the bear argument focuses on power generation limits? End-state, higher frequency mid & c-band shells provide most of the actual capacity, and constellation-wide capacity becomes far more dependent on spectrum than power. Thoughts?

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investors anonymous @_anon_guy_2

2 months ago

@DrTomsLens $ASTS & $SPCX belong here

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investors anonymous @_anon_guy_2

2 months ago

@DrTomsLens “It offers a whole new swath of enterprise applications. New verticals are opened up like ports, the oil industry, agriculture.” The enormous power of the $ASTS platform is not understood by the herd yet…

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investors anonymous @_anon_guy_2

2 months ago

@DrTomsLens "it from bit" - John Wheeler

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investors anonymous @_anon_guy_2

2 months ago

@deepvaluedude $ASTS satellite service will be a core offering of MNO cellular plans, not an add on, likely well before 2029.

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investors anonymous @_anon_guy_2

2 months ago

@MktMavPro Agree there’s more nuance of course, but “no new wars”, “fiscal responsibility, affordability blah blah”, were in no way serious goals, retrospectively.