Al8800

@crypto_banter @IxSwap @Al88005 @IxSwap

@AscentSolar @GrandViewInc Sceye + Softbank (partnership) * summer test flight the HAPS (US to Japan) * any update using ASTI solar?

The global space-based solar power market size was estimated at USD 634.9 million in 2024 and is projected to reach USD 1.05 billion by 2030, growing at a CAGR of 8.5% from 2025 to 2030, via @GrandViewInc: Full report here: grandviewresearch.com/industry-analy…

@felixprehn AI

Just created a complete analysis of AI infrastructure opportunities covering chip manufacturers, power companies and system integrators. I shared this analysis with my 20,000+ students. For 24 hours, it's yours for FREE. Like, RT & Comment "AI" and I'll DM it to you.

@mathlonning High-altitude Airship (Helium) Sceye + Japan Soft Bank (partnership) comes into play => cheaper setup cost than satellites => 12+ days flight => powered by ASTI (flexible solar) => test flight (pre-commercial) in summer 2026 Key answer to DOD/DOW

I have a couple new micro-caps I have been researching this weekend. I think the aerospace sector has quite a few tailwinds ahead, therefore if management can execute these would be great investments. I’ll write an article on them if time allows.

@Reformed_Trader Addition * Sceye + Japan "Soft bank" (partnership) !!! => ready to test run helium airship summer 2026 => cost cheaper than satellite setup => 12+ day flight (non stop) * Powered by ASTI * A matter of time scale up

$ASTI notice the setup similar to ASTS last year

@ClimbClimbHigh Addition * Sceye + Japan "Soft bank" (partnership) => ready to test run helium airship summer 2026 => cost cheaper than satellite setup (monitoring & communication, NO need for a special antenna) => 12+ day flight (non stop) * Powered by ASTI * A matter of time scale up

$ASTI Bonus Impact! In the recent Benzinga interview (link below), Paul Warley said they had two actual paying customers on the Transporter-16 launch: one is NOVI (the public one), and the other is a European company still under NDA. But in the recent X Spaces (x.com/i/spaces/1rjzz…) he mentioned Ascent’s solar tech ended up on four different entities total (because they replaced two solar competitors last minute ‘because they would break’). Then that must mean the extra two are not direct customers who bought solar blankets straight from Ascent. Instead, they are most likely partners or integrators. (Atomic-6? Momentus Vigoride 7? others?) Did those companies integrate Ascent’s flexible solar film onto their hardware as a demo or showcase so they could prove the whole system works great for their future customers? It’s a smart play if that’s what played out here…two real sales and two extra flight demos. benzinga.com/partner/space/…

@ClimbClimbHigh High-altitude Airship (Helium) Sceye + Japan Soft bank (partnership) comes into play => cheaper set up than satellites => 12+ days flight => powered by ASTI (flexible solar) => test fligt (pre commercial) in summer 2026 Key answer to DOD/DOW

“Blimps (with solar) are going to be a key player as a (data) relay tool and if satellites go out in any conflict you can send a High Altitude Platform Station (blimp) much faster than you can a satellite” $ASTI new April interview clip (Also see the related quote tweet below)

@ClimbClimbHigh Addition * Sceye + "Soft bank" coming in to run test flight on Helium Airship & matter of time mass produce * Guess who power the HA Airship => ASTI ! * Cheaper than Satellites => Set Up & 12 + day flight

@ClimbClimbHigh Addition * Sceye + "Soft bank" coming in to run test flight on Helium Airship & will a matter of time mass produce * Guess who power the HA Airship => ASTI ! * Cheaper than Satellites => Set Up & 12 + day flight

@ClimbClimbHigh @sceyeofficial * HAPS Helium Vs Satellites = > cheaper & quick set up & stable = > flight 12 + day & night (non stop) * Sceyes + Softbank = Helium airship => using ASTI to power the airship * Now we know why => the target price ...... USD 20

Oh my helium! This story almost floated past us! Why wasn’t this announced? $ASTI Must read: @sceyeofficial Sceye’s SE2 high-altitude airship (a 270-foot helium blimp) just completed a record breaking test flight. It launched March 25, 2026 from New Mexico, stayed up in the stratosphere (above 52,000 feet) for over 12 straight days, traveled more than 6,400 miles, and was deliberately brought down off Brazil’s coast. The big win: it wasn’t just floating around, it actively station-kept (hovered in place) for a total of 88+ hours, including full day and night cycles, sometimes holding position within a 1 km radius. This proves these solar powered blimps can loiter persistently for weeks, acting as a floating communications relay or data hub. In plain terms, it’s real-world proof that HAPS (high-altitude platform systems) can step in fast and cheap as satellite backups when sats get jammed or shot down (see quote tweet below). Sceye’s CEO called it “the defining step toward unlocking the stratosphere as a new layer of infrastructure” and said they’re now moving straight into precommercial telecom test flights this summer (including Japan with SoftBank for backhaul and disaster recovery demos). The power system is what made it work. Solar panels on the top of the blimp charge high density batteries during the day so the electric motors keep running all night. No landing, no refueling, just steady endurance. Ascent Solar is already directly connected. They’ve been selected to integrate their ultra-light, flexible CIGS solar modules onto Sceye’s airships. Ascent’s own website puts it simply: “Ascent’s Superlight solar modules have been seamlessly integrated into high-altitude airships, utilizing the available surface area to provide significant power without significant weight.” Ascent’s investor materials list the Sceye partnership as a key milestone. The old “story stock” label the market has slapped on ASTI is getting harder to defend when production ramps, inventory builds, customer integrations, and these kinds of external proofs are stacking up. This is high signal validation landing right before the May earnings. Let’s go!

@ClimbClimbHigh @sceyeofficial

@ClimbClimbHigh @sceyeofficial Grok info

* Guess the Swedish writer don't have manufacturing-based industries knowledge i.e. like US, China, India, Msia, Taiwan (huge scale factories) * Never do real travel (walk through), * They will never understand the scales of usage for Amazon, Tesla Terrfab + Space X , Meta, Microsoft, scales of Data Centers. * Just imagination on their head.

I'm genuinely laughing. This is gotta be the funniest headline I've seen to date since $RPI. You have non-technical journalists in Sweden, with no understanding of semiconductors/photonics. Doing an analysis on $SIVE and telling all the locals (who hold majority) to sell, because it's a "meme". Don't understand hyperscaler qualification cycles from upcoming $JBL 1.6T or $MRVL CPO ramp? Or the fact they just got validated as the laser supplier in $GFS ecosystem with $AMD driving new CPO demand? > Must be a meme. It's only possible to value a company based on TTM 2025 balance sheets and old revenue projections right? At least this volatility helps transfer control over to US investors/institutions before CPO/1.6T inflection point next year.

@Gubloinvestor Example : Lite one rerate in US ......... SIVE same flow as Lite ?

We are up 41% only $Sive $SIVEF

@PhotonCap Hmmmm, think SIVE will wait (Example : Lite chart)

I was wondering if $SIVEF still has more room to run compared to $SIVE. (Disclaimer: I'm really bad at investing.) Claude's take: 6M charts look very different (+351% vs +611%), but that's a mirage. At today's USD/SEK (~9.15), SIVEF actually trades at a ~6% premium to SIVE, not a discount.6 months ago the OTC premium was closer to ~80%. What looks like SIVEF "lagging" is just the OTC mispricing normalizing toward parity.If you want the exposure, buy the Stockholm line. OTC spreads eat you twice. Is Calude's answer correct??

@PhotonCap Example : Lite => SIVE

$SIVE / $SIVEF should I keep holding $SIVEF stock more? it is at its 52-week high right now

@PhotonCap US big banks can only enter when US dual listing is complete. At that time SIVE will need to "re-rate" for their true value (compare with e.g. Lite, COHR).

@Al88005 Would you prompt Claude: Tell me your gut feeling about ascent solar’s prospect into revenue/profit/loss making company going forward. Don’t look at the past financials. View ascent solar from the perspective of a startup.

@RKLBMan @Peter_J_Beck P3 Grok : ASTI

Yesterday you heard @Peter_J_Beck talk about $RKLBs dominance in solar. $RDW and $ASTI have a place too. Resharing this article about the Space Solar ecosystem, and how all of these companies fit together.

@RKLBMan @Peter_J_Beck P2 Grok : ASTI

@RKLBMan @Peter_J_Beck P1 Grok : ASTI