Grimpler9🅰️

2.5K posts

Grimpler9🅰️

Grimpler9🅰️

@Grimpler9

Person

Katılım Şubat 2011
165 Takip Edilen71 Takipçiler
Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@itschrisray This is stupid. It's the third flight, and it's the second stage rockets not kicking in. This has happened multiple times on starship in the last 2 years.
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Jess Root
Jess Root@senorjessroot·
When has a RB made a bad team relevant? Jeremiyah Love would be exciting, but how much impact will he have in a RB room already with Conner and Allgeier? Is Conner going to be a 3rd-down back and play ST? Or did they just give Allgeier $12M to be Emari Demercado?
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@johan_sylw82158 I never did. The FCC chairman was talking about there being 3 D2D competitors last week. He made a personal trip to the AST factory. This news was baked in.
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W🅰️N
W🅰️N@johan_sylw82158·
$ASTS Make today’s price action make sense, if it’s not just Mikitani’s shares being offloaded? 🤷🏼‍♂️ thought we be up 25% on FCC news!
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🌵 Mr. Az
🌵 Mr. Az@MrAzSports·
Would you do this trade? I don’t think the Bucks would but there been reports that the Bucks aren’t going to get a crazy return for Giannis Antetokounmpo… I would hate to lose Fleming.
🌵 Mr. Az tweet media
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@ErikRuby HE IS NOT THE GOAT. You did not watch Jordan - I did. It's not close. Stop even bringing it up.
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Erik Ruby
Erik Ruby@ErikRuby·
How is LeBron still doing this? He’s the goat if you wanna admit it or not.
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@LiebermanAustin How is that unpopular. You have to be a doofus to think 1.75 trillion is not a ridiculous over valuation.
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BWorthy
BWorthy@Worthone1W·
@StockSavvyShay @FuturumEquities Also, $RKLB Neutron is coming this year. New Glenn failure potentially opens more doors for Neutron, maybe to even Launch $ASTS BlueBirds. Fingers crossed!!!
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Shay Boloor
Shay Boloor@StockSavvyShay·
Good to see $ASTS recovering through the week because BlueBird 7 being lost was not the same thing as AST’s technology failing because this was completely a Blue Origin issue. I also think the whole fiasco is a tailwind for $RKLB because it reminded the market how hard orbital execution really is and why reliability matters. Rocket Lab’s 21 Electron launches at 100% mission success in 2025 are exactly the kind of track record the market values more as the space economy matures.
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@StockSavvyShay @FuturumEquities Neutron is a toy compared to New Glenn. I don't see how you can equate them - not to mention Neutron is delayed and could just as easily have failures in it's first few flights. Regardless it will not be a real competitor to New Glenn for heavy loads, which is what AST needs.
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FLEX From Jersey
FLEX From Jersey@FlexFromJersey·
Giannis absolutely wants to be in Phoenix and is a preferred destination. That's because of Mat Ishbia,Devin Booker, and what they're building! That said, I don't believe the Suns will blow things on an all-in move. Would have to make sense! They love the situation they are in 💪
FLEX From Jersey@FlexFromJersey

Exactly! Criticism from a game is okay, but this is getting out of hand, and it's not right! Ask Giannis and multiple NBA superstars if Booker is a franchise guy! The guy has made Phoenix a prime destination, and people are questioning HIM? C'mon man, again, loyalty matters! 💯🤝

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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@FlexFromJersey Don't see how it can make sense. He is too old, and will cost too much. I don't even want to trade Jalen Green for him, and I sure as hell don't want to trade our rookies.
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@Kyle_Odegard Not taking the best available player just because he is a running back would be dumb.
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Kyle Odegard
Kyle Odegard@Kyle_Odegard·
Monti needs to lock Michael Bidwill in a closet on draft night. Drafting Jeremiyah Love so you can sell a few more season tickets this year would be so dumb.
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
What do you call CATL and all the other Chinese battery manufacturers that are making LFP cells with 5 minute charge times that last thousands of cycles? Even if QS makes a better battery it won't be better by much - and overall value is what will sell in the vast number of applications.
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TopSecretStocks 🤫
TopSecretStocks 🤫@topsecretstocks·
Is $QS the next $ASTS? QuantumScape $QS 2026 Milestones 👇
TopSecretStocks 🤫@topsecretstocks

Is $QS the next $ASTS? QuantumScape $QS 2026 Milestones From research to manufacturing, 2026 is QuantumScape's most critical phase yet. The Eagle Line is live, the technology is proving itself. Here are all the key milestones at a glance. 👇 QSE-5 CELL SPECIFICATIONS • Energy Density: 844 Wh/ • Charge Time 10→80%: ~12 Minute • Cycle Stability: 1,000+ at ≥95 • Separator Process: Cobra, 25× faster than Raptor FINANCIALS • $19.5M First Customer Billings (2025) • $970.8M liquidity, end of FY 2025 • 2026 EBITDA Loss Guidance: $250–275M adjusted 2026 CapEx Guidance: $40–60M bulk for beyond-QSE-5 • Runway to ~2030, extended from 2029 Official 2026 Goals 🏁 🎯 👉 01 Production: Demonstrate Scalable Production with the Eagle Line The Eagle Line, inaugurated February 4, 2026, is QuantumScape's fully automated pilot production line in San Jose. It runs the Cobra separator process, which is 25× faster than its predecessor Raptor, and produces QSE-5 cells for customer samples and OEM integrations. CEO Sivaram framed the goal clearly: "Success on the Eagle Line is to have a blueprint for scale, cost, quality, and cycle time that a customer can deploy into their manufacturing line." 👉 02 OEM: Advance Automotive Commercialization Automotive remains the core focus. In 2026, QuantumScape is advancing multiple global OEM customers through its technology development & licensing pipeline, tailoring product solutions for specific vehicle programs, conducting field tests with real vehicles, and implementing customer-specific industrialization strategies. The customer base includes Volkswagen PowerCo (JDA) plus at least two additional unnamed Top-10 global automakers signed in 2025. B-sample acceptance by these OEMs is the key validation gate the market is watching. 👉 03 Markets: Expand into New High-Value Markets Solid-state battery technology is a platform, not a single product. QuantumScape is targeting defense, aerospace, robotics, and data centers as expansion markets where its step-change energy density and safety advantages over lithium-ion are especially compelling. The appointment of Ross Niebergall (former President of Aerojet Rocketdyne, CTO at L3Harris) to the board in March 2026 signals serious intent. CapEx for market expansion and customer-specific work is guided to remain incremental, the licensing model keeps capital requirements lean. 👉 04 R&D: Go Beyond QSE-5 While ramping the current QSE-5 platform, QuantumScape is already funding next-generation battery development. Management guided $40–60M in CapEx for 2026, with the bulk earmarked for the beyond-QSE-5 roadmap, covering cathode innovations, new form factors, and performance improvements for emerging applications. 🚨 Next Catalyst Q1 2026 Earnings, April 22 after market close: Focus areas: Eagle Line output progress, billing trajectory vs. 2025's $19.5M base, cash runway update, and any new OEM or market expansion announcements. Management guided billings to increase in 2026, the first Q1 report will tell us if the ramp is real. Bottom Line 👇 The official roadmap is ambitious but coherent. The Eagle Line is the physical proof of that pivot and the four 2026 objectives are all designed to stress-test the licensing model under real commercial conditions. What makes $QS genuinely interesting is the capital-light flywheel: if Eagle Line produces a replicable blueprint, OEMs can license it and build their own factories. QuantumScape doesn't need to build gigafactories, it just needs to prove the recipe works. My opinion: watch the B-samples, watch Q1 billings, and watch whether any new high-value market wins get announced. If all four roadmap goals show visible progress by year-end, 2026 could be the inflection investors have been waiting for since the IPO. If execution slips, especially on Eagle Line output, the narrative resets hard. Remember: $QS is a high-risk / high-reward #stock

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Book’em
Book’em@dbookownsyou·
Gut the whole team for Giannis. It must be done. Book is pushing 30. Enough with this rebuild gimmick.
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
@spacanpanman I'm sorry I can't generate sympathy for someone this clueless. Dude obviously does not have the faintest idea about how production ramps work.
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Anp🅰️nman
Anp🅰️nman@spacanpanman·
$ASTS: I get people are upset and emotionally in a bad place. If you have to sell some/all of your position to get to a better place mentally, then by all means. However, *do not* make rash decisions on tilt like this guy who sold all of his stock and then SHORTED ASTS in the hole at $72-73 in the overnight market. Not only did he recognize losses, he generated even more losses. Spite trading is the quickest way to financial ruin
Anp🅰️nman tweet media
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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
Not a real risk. Mitsubishi is building up launch capacity and will supply launch. Blue Origin signed a long term deal and is happy to supply launch. SpaceX has never indicated they won't launch and will launch several of the next sats. Elon has even publicly stated he will not deny competitors from buying launch from spaceX - and is launching many time to put up Amazon's starlink competitor satellites right now. Many of Ast's satellites - a good portion will be government dual use - and SpaceX has to launch them.
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Vin 🚀
Vin 🚀@vin11z·
@DeepValueBagger The most obvious risk associated with the company always seems to be overlooked for some reason. The success of the business is entirely dependent on their competitors successfully and willingly launching their satellites
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DVB
DVB@DeepValueBagger·
In my prior posts, I mentioned the risks of launch & deorbits for $ASTS. I have been consistent on $ASTS risks, and a lot people hate me for it because of they hold their "precious" shares and they made enough money to be overconfident. Now I don't hate a good trade, but it is important to understand risks/rewards carefully. This is what I consider 3rd level of understanding about investment. If I told you have a bad wheel you should change it. But you drive back safely 3 times, and you call say I'm wrong? Am I wrong? The 8th time, your car rolls over and you're dead (effectively that what is when portfolio wiped out) When you listen carefully to Warren Buffett, what he is teaching you is how to assess risks. His insurance business is literally about calculating risks, and the same with the stock market. Why do I keep saying $RKLB is better risks rewards? Let's not talk about the superior revenue, balance sheet, end-to-end platform, and launch system. Focus on one factor: launch. The nature of $ASTS is they will always depend on a launch partner. The more launch partners they need, the riskier it becomes because you have to deal with different requirements, different execution risks. Then you have deal with the time - what is the availability to schedule, how long it takes to build it. If it fails, how long it takes to launch the next one. Then you have the risks of cost because it's external cost. If suddenly demand is high, the cost goes up. If you want it sooner, the cost goes up. If it fails, the cost goes up (rebuild+launch+insurance premium). If you stop here and say what business doesn't have risks? Then you don't understand risks at all. Rocket lab owns it end to end. If they mess up, they can fix it. They can launch whenever they want. They control the cost. It's a wildly different set of risks/rewards. Call me crazy but I'd like to own a company that controls their own risks.
DVB@DeepValueBagger

Here's an easy scenario for $ASTS. 1. SpaceX goes hard on direct to cell with their at-cost overhead to launch. (See Starlink launches) 2. SpaceX takes over 90% d2c business. 3. Regulators, market will keep promoting free market and continue to fund $ASTS debt, atm. 4. $ASTS comes online 2 years late, and have tons of problem with production like switching between satellite, possible risk of deorbits. 5. $ASTS dies, free market crowns SpaceX

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Grimpler9🅰️
Grimpler9🅰️@Grimpler9·
This is beyond a silly post. First off AST has a minimum 3 year lead on anyone else with a real D2D product - they have that long to get the constellation up which is only 45 satellites - 6 launches on New Glenn. 2nd, Rocketlabs Neutron can't even launch more than 1 satellite like AST's which is the size needed to give a useful D2D service. Saying AST needs a rocket like Rocketlab's is just ignorant. Blue Origin has already made it clear they want to supply AST with launches, and will likely be making an investment in AST - and in my opinion use their D2D satellites. I say this with Rocketlab being another sizable investment of mine.
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Stéfan Millier
Stéfan Millier@StefanMillier44·
@BellikOzan I feel like SpaceX wouldn’t even celebrate like this without at least acknowledging the failure more openly. But also, SpaceX is smart enough to be testing all early starship launches with their own internal Starlink V3 payloads, and not commercial payloads on flight ~3.
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