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@chro_Mia V11 is S tier so the fact it’s not here makes me doubt the rest of the list
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$ASTS so this new USG contract is announced yet their 2H 2025 revenue is reiterated, i.e. no change in the $50-$75m expected.
Can we infer anything here?
Is it:
Contract is still being negotiated therefore no change to guidance
Or
Contract is not expected to start generating revenue until 2026
Or
Contract is small and not expected to generate revenue beyond the already stated $50-$75m
Curious what Spacemob thinks
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@realroseceline Politics aside, I lost a lot of respect for you after seeing this tweet. A bummer bc I previously liked your investing content
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@MattWallace888 100% yes! Exactly what I voted for and I don’t want to see that man’s portrait in the White House! EVER!
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BlueBird 6 has completed final assembly and testing and is ready for flight! 🚀🚀🚀🚀🚀🚀 On October 12, it will head to India aboard an Antonov large cargo plane ✈️
We are officially kicking off our next-gen launch campaign:
• BlueBird 7 is expected to ship to the Cape Canaveral launch site in October
• BlueBirds 8-16 are in various stages of production, with launches planned every 1-2 months on average during 2025 and 2026
• On track to complete 40 phased arrays by early 2026, bringing us to BlueBird 46
• Expecting 45-60 satellites in orbit by year-end 2026
We have partnered with 50+ mobile network operators serving nearly 3 billion subscribers, supported by a flexible spectrum strategy blending our own licensed spectrum with partner spectrum. These BlueBirds will be the largest commercial satellites ever deployed in LEO – each featuring a 2,400 sq ft phased array with true direct-to-cell broadband, capable of up to 10,000 MHz of processing bandwidth and peak speeds of 120 Mbps per cell 🌎📶#5G
#ASTSpaceMobile #BlueBird6 #NextGenBlueBird #BroadbandFromSpace #ConnectingtheUnconnected

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$ASPI $FRMI Interesting that this comes out with Fermi’s upcoming IPO
aspisotopes@ASPIsotopes
Working with partners such as NECSA, TerraPower and Fermi America, ASP Isotopes is well positioned to be a major beneficiary of tomorrow’s megatrends across energy, medicine and next-generation industrial processes. Full Shareholder Letter: ir.aspisotopes.com/news-events/pr… #NASDAQ: $ASPI
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@DividendMil @DividendWealth_ + five one-hundredths of 1 penny per $60 share ain’t gonna cut it
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Today sucked, but let's try to stay objective. We have a big volume shelf and trendline support at $36. RSI is the most oversold since we traded $1.98 and we have positive divergence on multiple time frames. We've pulled back into a very common retracement zone between the .5 & .618 fib. Sentiment is completely washed out. All the ingredients are here for a turn, just need some fire. $ASTS

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Absolutely perfect. At the .5 retracement and 39.5 pre market. $ASTS
M🅰️tt@Omnislash4k2
I think we bounce to $47 area next. With that being said, a quick flush down to $39.5 first might actually be my preferred path... We would tag our .5 fib retracement and set a nasty bear trap. Could be the spring we need to snap us out of this downtrend. $ASTS
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I am happy that the CEO is trying to rectify the presentation at the recent RedChip Webinar by issuing a special shareholder letter and giving this interview, but it is still not enough to stop the stock price nose dive...this is not fair after so many recent achievements the company made. This shows a lot of times, HOW you present it is more important than WHAT you have achieved. I hope Paul has learned something from it.
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Yesterday, we issued our most recent shareholder letter, outlining recent accomplishments and goals for the future. We are excited to follow up that letter with a Q&A between our CEO Paul Mann and Nick Lawson of @oceanwall2. Watch here: d1io3yog0oux5.cloudfront.net/_ba04ed5c26106…
#NASDAQ: $ASPI

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🚀BlueBird 6 is ready to ship in August, and we are building microns and phased arrays for our next 40 satellites by early 2026!
- Starting our campaign of launches every one to two months on average during 2025 and 2026
- Over 400k sq ft of production facilities available soon
- 1,200 workforce with satellite manufacturing in the USA
- Microns to be completed for 40 BlueBirds by early 2026
- Capacity to build 6 BlueBirds/month by year-end
At 2,400 sq ft, our next-gen BlueBirds will feature the largest commercial communications arrays ever in low Earth orbit—delivering space-based cellular broadband to everyone, everywhere, for good.
#ASTSpaceMobile #BlueBird6 #NextGenBlueBird #ConnectingtheUnconnected
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@DividendMil Have you done an analysis on selling CSPs vs CCs? i.e. if you had purchased $UNH shares w/ the cash/margin you reserve for CSPs and sold CCs instead? UNH just as an example
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@KevinUranium3O8 This thesis alone is enough, let alone the medical, quantum, and semi applications and use cases 🤝
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#Energy #Nuclear #Uranium #SMR #HALEU $ASPI
The thesis of $ASPI (on the nuclear energy side) is really not that complicated...Trump administration's first priority is #Energy; the best energy is #Nuclear; the main focus of future nuclear energy development is #SMR; the limiting factor of #SMR is #HALEU fuel; the most reliable and first future supplier of #HALEU in scale is $ASPI. That's why I think Trump will want future $ASPI plants to be built in USA !
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@KeetsTweeets I know I'm annoying AF, but I believe the spread of information reduces equity volatility. The more investors I can make "feel comfortable" about a holding, the less likely they'll be to run "during crisis".
Symbiosis. Together we're the biggest "institution" in the world. $ASPI
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$ASPI is an interesting one. Isotope enrichment company with diff business segments - nuclear, medical, quantum, and semiconductor applications. For just one example, they are the only publicly traded company with a commercial-scale Silicon-28 enrichment operation. S-28 provides for better thermal conductivity for next-gen semis. Founder-led, $850M mc. Would love your thoughts
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A point of interest regarding some recent news with $ASTS:
UBS, which at the moment does not have a rating on AST SpaceMobile due to being restricted (double throat clear), is hosting company president Scott Wisniewski for a virtual fireside chat on August 13th. This coincidentally happens to be shortly after the Q2 quarterly update.
Based on historical precedent, and speaking generally here, companies are able to use an opportunity such as this to expand upon positive catalysts recently disclosed in an earnings call/quarterly business update (or maybe disclose something not included in the earnings call/quarterly business update).
It will be interesting to see what comes of it.

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