AVG DUDE
121 posts


@tyler_bosserman @TheStockRoyale I think it’s a huge winner in the future. Cannot wait for the antibody factory.
English

@TheStockRoyale I have two of the three. $ABCL may be a 100x from here.
English

@DrAaronThomason @RaMansell Wouldn’t they just hide it in a small sat?
English

@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.
English

$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.
English

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
English

Almost 13M shares traded today and flat, again.
wtf is going on here 🤨

Stoney@Algo_Stoney
11.7M shares traded today and you think the stock really ended the day flat? Give us the AH pump.
English

@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.
English

$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.
English

@fingoodspeed @planet4589 Turn on the hall thrusters to lower the altitude and calculate a course for point Nemo not that hard.
English

@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.?
English

ASTS confirms unrecoverable failure but without any specific orbital parameters businesswire.com/news/home/2026…
English

@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.
English

@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?
English

$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…
English

@Kemp @JacobKeeton20 @Peter_J_Beck @Astra Leading so much AST had to license the design and make it themselves.
English

@JacobKeeton20 @Peter_J_Beck @Astra Electric propulsion sold to satellite companies is implied here, and @Astra is objectively leading in this category.
English

We welcome the competition, @Peter_J_Beck.
100+ engines delivered last year, 100% on-orbit reliability — @Astra is leading in propulsion.
Next up: returning to the pad. Rocket 4 is coming…
Rocket Lab@RocketLab
Full details: globenewswire.com/news-release/2…
English

@bugslinger24 @endless_frank Yes and the DOW wants its own constellation ring.
English

@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?
English

$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
English

This is the best caption in the history of this platform. 😂
TaraBull@TaraBull
It actually may have been his first rodeo
English

@Trevor_Drake_ @Stonefoxcapital Haha stick to nuclear engineering 🤣 shorting isn’t going to work out with five minutes of due diligence.
English

@Stonefoxcapital Honestly just based on fintwit commentary ASTS seems like a fantastic short
English


@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.
English

@thekookreport As soon as we have NG #2 up I will start compiling all the IoT use cases I have come across since 2008
English

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.
English

@endless_frank Don’t worry Frank get them on the next long position. Hopefully you got in on Kraken.
English

@drunkonrumraisn Sarcasm detected 🤣. That’s the beauty of a heavy fixed cost and low variable cost business.
English













