AVG DUDE

121 posts

AVG DUDE

AVG DUDE

@AVGDUDESD

Katılım Temmuz 2023
186 Takip Edilen20 Takipçiler
maurer8photography
maurer8photography@maurer8photo·
Back in 2021, Doc, one of the last airworthy B-29 Superfortresses, visited Inyokern Airport! Thanks to a very generous friend, I had the incredible opportunity to enjoy a flight. Enjoy the vintage sights and sounds from inside and outside the B-29 Superfortress.
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Stock Trends Daily
Stock Trends Daily@TheStockRoyale·
The golden assets to hold: $tsla $abcl $zec
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Dr. 🅰️aron Thomason
Dr. 🅰️aron Thomason@DrAaronThomason·
@RaMansell We do know AST intends to launch to lower orbits and then raise to 690 km. They sure could use Quantum Drives for these manuevers, and it would provide the perfect cover for the U.S. to conduct additional testing.
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Dr. 🅰️aron Thomason
Dr. 🅰️aron Thomason@DrAaronThomason·
$ASTS I called this. Back in January I wrote that if the Quantum Drive showed any indication of working, we wouldn't hear a peep from IVO. Well, it's almost May. Not a single post from that CEO. There are indications this drive does work. During testing the IVO sat fell 600m ...
Dr. 🅰️aron Thomason@DrAaronThomason

If the drive has not shown thrust, I expect the CEO of IVO Ltd to say so this month or next. If there is any indication it works though, the U.S. will embargo this and ask IVO to keep absolutely silent. Why? Because the U.S. would want to conduct their own tests.

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Tyler Bosserm🅰️n
Tyler Bosserm🅰️n@tyler_bosserman·
Volume is absolutely impressive when you factor it against daily averages. A lot of shares are changing hands. My hope is that we are getting rid of all the bears and bringing on all the long time bulls. Actually, I would love it if a ton of shorts are piling on in addition to a ton of bulls joining the party.
GIF
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AVG DUDE
AVG DUDE@AVGDUDESD·
@LuckyStuey The phased array isn’t deployed . It has plenty of fuel to perform a controlled de orbit. Most of the earth’s surface is water.
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Stuart Taylor
Stuart Taylor@LuckyStuey·
$ASTS here’s what the Gemini AI of your major shareholder Google thinks about the situation, while fanboys tell me I’m tripping: Given the breaking news from this morning, "major news story" might be an understatement. Since BlueBird 7 (BB7) was just launched earlier today (April 19, 2026) and is currently in an off-nominal orbit, the risk of an uncontrolled re-entry is the primary topic in the space industry right now.  Here is why a potential uncontrolled re-entry of a 6-ton (6,500 kg) Block 2 BlueBird would be a massive headline: 1. The Scale of the Object At approximately 6.5 metric tons, BB7 is one of the largest commercial objects in Low Earth Orbit. For context: • Most Starlink satellites are around 800 kg (less than 1 ton). • BB7 is nearly 8 times the mass of a standard Starlink. • A 6-ton object failing to reach its circular orbit and potentially decaying represents a significant amount of mass that won't fully burn up upon re-entry. 2. The "Demisability" Question While AST SpaceMobile designs these to be "fully demisable," the sheer surface area of the 2,400 sq. ft. phased array (the largest ever deployed) complicates things. High-density components like the propulsion systems or structural joints could survive the heat of re-entry. In an uncontrolled scenario, these pieces could land anywhere along its orbital path, which is exactly the kind of situation that triggers international tracking alerts.  3. The High-Profile Launch Failure This was the NG-3 mission—the first operational reuse of a Blue Origin New Glenn booster. While the booster landed successfully, the payload (BB7) ending up in the wrong orbit puts both SpaceX’s competitor and one of the most watched "retail darling" stocks under an intense microscope.  4. Geopolitical and Regulatory Fallout As we discussed with Starlink, the FAA and FCC have been tightening rules on "casualty risk." An uncontrolled re-entry of a satellite this size would likely lead to: • Emergency tracking by the 18th Space Defense Squadron. • Intense scrutiny on the "Block 2" design and its reliability. • Liability discussions under the Space Liability Convention if any debris hits land.
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AVG DUDE
AVG DUDE@AVGDUDESD·
@fingoodspeed @planet4589 Turn on the hall thrusters to lower the altitude and calculate a course for point Nemo not that hard.
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enquë 🅰️
enquë 🅰️@fingoodspeed·
@planet4589 How is that going to deorbit? Isnt that a big problem for the company? Its a 6T thing, any potential issues in that with FCC etc.?
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AVG DUDE
AVG DUDE@AVGDUDESD·
@tyler_bosserman I think hot flashes is a viable commercial market. There cost structure is low. I am also betting on Carl Hansen, Veronique Lecault and Sarah Noonberg’s intelligence in driving the company forward just like AST.
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Tyler Bosserm🅰️n
Tyler Bosserm🅰️n@tyler_bosserman·
@AVGDUDESD Do you think ancl635 has potential for commercial success if it gets approval? I assume it could generate enough revenue to to make them a profitable company. What do you think?
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Tyler Bosserm🅰️n
Tyler Bosserm🅰️n@tyler_bosserman·
$ABCL Most people who are tracking AbCellera understand that the biggest catalyst for us is readout of abcl635 later this year. I’ve been going through every conference talk that AbCellera has given over the past 5 years that I can get ahold of. Here’s a nugget from Carl Hansen (founder and CEO) about abcl635 before it ever made it into the clinic. This is from JPM Conference in Jan 2025. I love the words he uses to describe abcl635’s likelihood of success. Based on the clip below, what do you think our chances are that data is good and we move into phase 3? I get the impression that it’s better than 50%, perhaps much better…
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BugSlinger24
BugSlinger24@bugslinger24·
@endless_frank I think there’s also a non-zero chance that Amazon licenses tech or manufactures with AST. They have a lot on their plate to catch up on satellites for LEO, maybe the large mfg footprint AST is building comes into play here?
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Endless Capit🅰️l
Endless Capit🅰️l@endless_frank·
$ASTS Lightbulb just went off in my head. We’ve all said Abel won’t sell, but if Amazon/Blue Origin and Space X (both our main launch providers) tried to make it difficult for us to launch, what if Abel has no choice but to sell? We know that number will be at least 150b minimally and all shareholders can still participate in the growth of the business post sale if they choose to do an all stock deal. I think the market is grossly getting any threat to AST wrong. Either they grow to a trillion or two, or they’re forced to partner/sell to one of the two strategic mega caps, or just merge with Blue Origin. Either way, the valuation is going MUCH MUCH higher than here. /End
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Stone Fox Capital
Stone Fox Capital@Stonefoxcapital·
$ASTS shorting AST SpaceMobile right now is dangerous, but everyone knows SpaceX has no business with a valuation close to $500B, much less $2T.
CK Capital@CKCapitalxx

I genuinely do not understand who is shorting $ASTS right now. Someone has to walk me through their logic, SpaceX just filed confidentially for the largest IPO in the history of public markets at a $2 trillion valuation. The moment SpaceX starts trading every investor on earth builds a space allocation for the first time. $ASTS is the first name they find. The only publicly traded company beaming 4G and 5G directly to existing smartphones from space. BlueBird 7 is encapsulated and ready to launch. The moment that array deploys it becomes the second largest commercial communications array ever put in low earth orbit. Each launch is a catalyst. Each deployment is proof the constellation works at scale. Batch launches every 1 to 2 months after that. AT&T and Verizon beta testing live right now. $1.2 billion in contracted revenue commitments from 50+ carriers covering 3.2 billion subscribers. $3.9 billion in cash. Fully funded. Commercial service activating second half of 2026. The war is moving toward a ceasefire. Risk appetite is coming back. High beta names snap back violently. And someone looked at all of that and decided to short it. The SpaceX IPO alone is a sector wide re rating event. The BB7 launch alone is a stock specific catalyst. The ceasefire alone sends high beta names flying. You need all three of them to go wrong simultaneously to justify a short here. Good luck with that.

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AVG DUDE
AVG DUDE@AVGDUDESD·
@Only6inches Dual edge sword 🗡️ increased cash use to hopefully build the largest space based fixed cost cash flow generating assets. Let’s get more composite on orbit.
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Only6inches 🅰️
Only6inches 🅰️@Only6inches·
$ASTS Still hiring like crazy biggest month since June 2025. The company is rapidly becoming a juggernaut of the industry (more FTEs than $IRDM, $GSAT, $TSAT etc.) We will likely have more FTEs hired YTD by end of April than we had when I started tracking in October 2021.
Only6inches 🅰️ tweet media
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ASTS Investors 🅰️
ASTS Investors 🅰️@ASTS_Investors·
AST SPACEMOBILE HIRES LAUNCH DIRECTOR Bryan Aull joins the company with an impressive CV, with stints at Blue Origin and Lockheed Martin 🚀 $ASTS $LMT
ASTS Investors 🅰️ tweet mediaASTS Investors 🅰️ tweet media
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BeatinTheBookie.com®️
BeatinTheBookie.com®️@BeatinTheBookie·
Whoever Tiger hired to detail his car does a spectacular job I do wanna say that. This is the cleanest crash I’ve ever seen.
BeatinTheBookie.com®️ tweet media
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Battery Commodity
Battery Commodity@ArneLutsch·
@thekookreport As soon as we have NG #2 up I will start compiling all the IoT use cases I have come across since 2008
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TheKOOKReport
TheKOOKReport@thekookreport·
They key is $ASTS acting and becoming a platform where users can build against their own problem statements. Would $ASTS commercial team understand the cattle use case? Hard to imagine. But if the system is open so those who know the problems can build against the system's capabilities...the user-generated-content aspect here can drive network utilization to heights unlimited.
Tyler Bosserm🅰️n@tyler_bosserman

@thekookreport At $0.50-1.00 a head to ASTS per month, you get some pretty ridiculous numbers. Even at $.25 a month, the numbers are very compelling.

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AVG DUDE
AVG DUDE@AVGDUDESD·
@endless_frank Don’t worry Frank get them on the next long position. Hopefully you got in on Kraken.
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AVG DUDE
AVG DUDE@AVGDUDESD·
@drunkonrumraisn Sarcasm detected 🤣. That’s the beauty of a heavy fixed cost and low variable cost business.
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Dr. Sp🅰️ceman
Dr. Sp🅰️ceman@drunkonrumraisn·
$ASTS will NEVER be profitable their break even is...checks notes... 50 cents from 2% of the subscriber pool. NEVER gonna happen!
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