@quantian1 What kind of special idiocy does it take to not understand why ASTS valuation is so high compared to revenue?
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Socrates 🏛
2.1K posts
Socrates 🏛
@DefinitionsNew
Philosophical rambling, near-future investing. $ASTS. Thomas Inch challenge. Author of Science Fiction novel about AI. Skeptic. Musician. Chef. Husband. Father.
Katılım Kasım 2020
56 Takip Edilen1.4K Takipçiler
they're all the usual suspects- fake nuclear companies, fake quantum companies, fake AI companies, fake mining companies, etc. If you are slightly expansive on the "no revenue" bit and include things trading over 100x sales (the ASTS of the world) then there's over 150 names.
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$ASTS anyone else think Jane Street et al are just coiling the spring here and when the moment is right they will flip the script and send this thing parabolic? Retail shorts are going to get caught with their pants down.
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Any market correction is going to drag us around, as always. The only problem? I am almost out of cash to buy more $ASTS. I have only myself to blame.
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@jimstewartson @NapalmGodTony You laugh but it's true. Anyone who calls Jensen stupid is clearly pushing his 2 or 3 functional neurons past their limit.
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No you fucking idiot.
Computing needs to get better at using electricity.
The human brain runs at 20 WATTS.
This conman wants to build TERAWATTS so chatbots can hallucinate faster.
The LLM approach is FUNDAMENTALLY WRONG and he’s too stupid and arrogant to get it.
Chief Nerd@TheChiefNerd
🚨 JENSEN HUANG: “The amount of energy that we need for computing is probably 1,000x more than we currently have.”
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@engine_rich @MollySOShea @shaunmmaguire Well, we know Starlink wasn't invited to the announcement party and ASTS was. So that ink blot has a bit of shape already.
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@DefinitionsNew @MollySOShea @shaunmmaguire 😂 I guess we'll see. It's certainly an interesting development. A rorschach test for now. People on both sides see what they want to see.
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.@shaunmmaguire on Starlink Mobile:
"Direct to cell will probably be even bigger than the original consumer internet business."
"The unit economics are incredibly good."
"This is cell service from space. Pretty insane."
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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@MollySOShea @shaunmmaguire Gwynne is not a reactionary shit talker. She must feel VERY confident to post something like this.
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AT&T, T-Mobile, Verizon Team Up to Try and Steer Satellite-to-Phone Market. What are the odds of such a JV even working? Less than 50%? $T $VZ $TMUS
pcmag.com/news/att-t-mob… #PCMag
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$ASTS: Starlink Confirms T-Mobile is Walking x.com/i/spaces/1aJbd…
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@TMFAssociates I wonder what it's like to have 10k followers (supposedly) and constantly get ratioed on every post.
RENT FREE LOL
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The #cluelesscult are in disarray today because they don't understand the point of the JV: if it happens it will be problematic for all D2D players because they will lose leverage with the MNOs. It's a Starlink-TMUS negotiation today, but the JV vs all D2D players in 2027-28
Tim Farrar@TMFAssociates
The AT&T/VZ/TMUS JV for D2D is clearly designed to present a united front in any negotiation to make use of Starlink's next gen system. But it emphasizes multiple players and is in addition to existing arrangements about.att.com/story/2026/new…
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$ASTS Fintel data says shorts didn't cover at all today.
Next up: batch shipment announcement.
GIF
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@islandtimechef Dumb posts are part of the experience. Fortunately that isn't how we define whether a stock is a meme stock.
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@DefinitionsNew Because the space mob makes the stock look like a meme with their dumb posts
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@LeoSat248 SpaceX is only "in the tent" if MNOs want them in the tent. Their antagonistic model has put them at a direct disadvantage to $ASTS and it's why T-Mobile is already strongly signaling this is true.
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@DefinitionsNew bulls get T-Mobile’s 120M subs + spectrum pooling + bulletproof regulatory moat + baseload contract validation. Bears get a 3-carrier monopsony with pricing leverage + weak D2D consumer uptake signal + SpaceX still in the tent.
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$ASTS My first thought on this JV: it is now more likely to mean D2D gets packaged into most MNO plans as the standard.
I don't know how you can be short on this setup right now.
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@SnarfMcSnarf A rising tide raises all ships. Given their model: 50/50 rev split, both parties will want to find the sweet spot in how much people are willing to pay. This will find a balance.
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@DefinitionsNew Doesnt that most likely imply lower margins/ARPU for the provider?
Also as a united front they have more leverage to negotiate on price between the providers.
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$ASTS: Hmmm, there's only 1 direct-to-device player looking to compete with MNOs directly. It starts with an S and ends with a K.
Will Townsend@WillTownTech
A small group of industry analysts including myself were pre-briefed on this very unconventional joint venture between @ATT, @TMobile and @Verizon. Eliminating dead zones is a noble endeavor to bridge the digital divide and to support first responders. I also like the potential to accelerate the deployment and scale of non-terrestrial networks utilizing low earth orbit satellite connectivity. However, I also view this alliance as a defensive move to mitigate the impact of any NTN service provider that might wish to more directly compete with mobile network operators. It's yet another interesting development in the race to space connectivity 🚀🛰️ ⬇️
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@AyeAye_CAPT We'll see; once a real, global service is available. One that is an order of magnitude (or two) faster than Starlink's current D2D offering, and doesn't regularly hand-off and lose the connection.
Until then you have no idea and my point stands.
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@DefinitionsNew 3 billion is a myth...$TMUS CFO at MoffettNathanson's Media Day basically confirmed what many $ASTS and Starlink boasters refuse to accept -- the TAM for D2D is limited and insignificant -- "complementary but very low usage and kind of geographically contained"
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$ASTS reminder that if $ASTS manages to get only ONE dollar per YEAR from their 3 billion MNO customers they will be worth far more than they are today.
And that doesn't even count the government use cases.
Know what you own, people.
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@AntiFeminismGuy @DefinitionsNew lol I think they would have said ‘we solved the stacking issue’ if they had solved it….
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