@Reformed_Trader Am I misguided or is this meme normally used as a “recognizing my death” photo— if inverse Jim is a thing then this is GREAT for us lol
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BrotherMan1000
468 posts
BrotherMan1000
@BrotherMan998
Physics, Math, Data Analyst backgrounds mostly on here for financial content.. + Christian— God bless ya’s
Katılım Mayıs 2025
441 Takip Edilen63 Takipçiler
Seems like some shitbird scalped $RELL 30 strikes and fucked up the vibe. I'll be adding 30s to my copious pile of $RELL commons and options all fuckin day if you lookin to sell.
Round here, between Normandie and Western, we play for 20s not 2s.
peony abdul@peonyKingOF
Gotion is fucking unit. Most regard $FLNC as the 500-lb gorilla in BESS. Gotion about ~5x the rev and growing 30% yoy. $RELL is gonna be serving as the wrapper / non-battery components for their BESS solutions. 50GW nameplate factory already in production. If $RELL struck a comprable deal with $FLNC or $EOSE, where would it be trading rn?
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@jawnzilla I forgot to respond “spidey senses” earlier
I’m happy with any delay in understand this monumental news, more opp to load
Cheers
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@BrotherMan998 I get this humming sound head rush when I know. I know. This is insane they are getting T-Mobile.
News been piling and I've had FOMO but fought off pretty well. I'm totally fine riding down a bit more if I have to - this is just so huge.
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@kingtutcap Wow, this is ultra telling, thanks. This leaves basically zero room to see this as anything other than the best case for AST— SpaceX CEO seeing this as defensive means they aren’t being welcomed into the fold on this it seems.
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$ASTS: SpaceX CEO basically all but confirms today’s news.
Except the David in this scenario is AST SpaceMobile not a $2T company lol
Gwynne Shotwell@Gwynne_Shotwell
Weeeelllll, I guess @Starlink Mobile is doing something right! It’s David and Goliath (X3) all over again — I’m bettin’ on David :)
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Only one man could bring the warring US telecoms to a peace accord. He literally just connected the unconnected. $ASTS
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BrotherMan1000 retweetledi
A small group of industry analysts including myself were pre-briefed on this very unconventional joint venture between @ATT, @TMobile and @Verizon.
Eliminating dead zones is a noble endeavor to bridge the digital divide and to support first responders. I also like the potential to accelerate the deployment and scale of non-terrestrial networks utilizing low earth orbit satellite connectivity.
However, I also view this alliance as a defensive move to mitigate the impact of any NTN service provider that might wish to more directly compete with mobile network operators.
It's yet another interesting development in the race to space connectivity 🚀🛰️ ⬇️
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BrotherMan1000@BrotherMan998
@Reformed_Trader Another thing that seems very clear to me is the MNO carefulness regarding anti-competition, I would bet that a use of AST exclusively by the 3 MNOs just wouldn’t fly, this is the only way it could’ve happened. Leaves some vagueness for bulls but it’s the way it had to happen
QME
T-Mobile dumps SpaceX. Remind me again what Wall Street was expecting? Remind me what the expert consultants were expecting? People valuing SpaceX IPO at $2tn just saw that the empire is striking back.
$ASTS
AST SpaceMobile@AST_SpaceMobile
AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators businesswire.com/news/home/2026… #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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@Reformed_Trader Another thing that seems very clear to me is the MNO carefulness regarding anti-competition, I would bet that a use of AST exclusively by the 3 MNOs just wouldn’t fly, this is the only way it could’ve happened. Leaves some vagueness for bulls but it’s the way it had to happen
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$ASTS record short interest as this is unfolding. We needed a trigger to reverse back up. We just got it. And the snap back can be extremely powerful given how oversold we were and positioning being lopsided.
Bears will spin this as positive for Starlink but only ASTS clearly knew about this morning’s news coming as a they had their PR ready to drop with JV PR and Abel was ready to comment positively.
Again, the puzzle pieces fit if you’ve been tracking Deutsche Telekom’s comments about D2D and Starlink, Grain’s FCC filings for their spectrum, T-Mobile’s CFO’s comments on their earnings call about the D2D landscape, etc.
GIF
Reformed Tr🅰️der@Reformed_Trader
$ASTS is not one to PR much but they had a PR drafted up to align with $T $VZ and $TMUS announcement this morning of a proposed JV for D2D. Read between the lines.
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@docufactory @AST_SpaceMobile Looks like any and all sat providers
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AST SpaceMobile Commends Proposed Direct-to-Device Joint Venture by U.S. Mobile Network Operators
businesswire.com/news/home/2026…
#ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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QME
@AST_SpaceMobile @Reformed_Trader The tech you all created/pioneered, D2D, is like the Atom Bomb- it’s so powerful you got previous enemies to sit down and join alliances
Congratulations AST and team
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BrotherMan1000 retweetledi
Infleqtion introduces Quantum Spectrum: a breakthrough in RF sensing. Our Rydberg atom-based tech tackles GPS spoofing, jamming, and spectrum congestion, detecting signals across the full RF range. With defense contracts in the U.S., U.K., and Australia, we’re shaping national security.
Learn more: infleqtion.com/infleqtion-int…
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@LillyL464172 @ThematicTrader Tbf I didn’t monitor prices around earnings prior to today so it mighta just been cheap relative… idk
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@LillyL464172 @ThematicTrader The weirdest thing to me is that it’s half a month out from earnings, why not shorter to after earnings if you expect it to be released then? Why not before earnings to escape earnings IV if you expect it to be released before then? Hmmm
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$FCEL for context, this is a fucking behemoth options trade. $7.5M in premium, which is nearly 1% of the market cap, on a OTM June 26 weekly call. On a notional basis, it's representing 4.4% of the shares outstanding. I don't know if I've ever seen this before on a stock.
9 Ventures@ThematicTrader
$FCEL WHAT THE FUCK! And all the July 13C are still sitting in OI.
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Kinda like that $infq green rn— good volume, dump day everywhere else, no news (is there?) + people prolly still offloading private shares… speaking of, when’s that over?
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