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Ducky (🅰️)

Ducky (🅰️)

@Nananahnahna

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Brooklyn, NY Katılım Mayıs 2013
941 Takip Edilen100 Takipçiler
Michael | Hypermarkets
Michael | Hypermarkets@itsmichaelluu·
I called out $ASTS at $2 and it spiked to $130 in 2 years. $ASTS will eventually hit $400+ when $SPCX launches. Right now, $LAES has a partnership with $SPCX. It's the only one trading under $5.
Michael | Hypermarkets tweet media
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Sprite Franklin
Sprite Franklin@shortmsger·
@LuckyStuey Whoa! Thus Yet Another $ASTS Fan Boy Echo Chamber Factoid (aka lie) Generation Group "It must be AST" factoid gets quashed. Gosh - ya mean the Gummamint isn't throwing money at a company with no satellites? WHOWOULDATHOUGHT!?
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Stuart Taylor
Stuart Taylor@LuckyStuey·
@TKCODY @keyesmn Audacity to think that sophisticated investor, such as myself didn’t do my homework before making this decision
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Stuart Taylor
Stuart Taylor@LuckyStuey·
$ASTS BIG NEWS!!!!! I finally did it! You goaded me for so long. So here it is putting my money where my mouth is:
Stuart Taylor tweet media
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Matheus Lonning
Matheus Lonning@mathlonning·
One day not so far away, we are going to be looking at $ASTS part suppliers for the next bottleneck 10x stock. These blue bird parts are going to make some companies a fortune. This is a once in a generation technology.
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Ducky (🅰️)
Ducky (🅰️)@Nananahnahna·
Dear god, the amount of $ASTS AI slop about the S1 is crazy 😵‍💫
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Reformed Tr🅰️der
Reformed Tr🅰️der@Reformed_Trader·
$ASTS short away dummies. If Starlink Mobile is looking to charge $18/month in high-income markets for their inferior service what does that imply about AST SpaceMobile's ARPU? To my knowledge, analysts have been using $5-$10 ARPU when calculating future cash flows.
Reformed Tr🅰️der tweet media
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Sprite Franklin
Sprite Franklin@shortmsger·
@ASTS_Investors @TMFAssociates (A-1/n) Here's what the AT&T CEO said at the earnings call: "...We're working with one closely right now to make sure that they get off the ground and they're viable. That's AST SpaceMobile..." The words about trying to get AST viable are a fairly good insider view... But...
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Sprite Franklin
Sprite Franklin@shortmsger·
@YYDSxjm I wanna see a demo of an AST phone call crossing a satellite boundary and the satellites have to handoff the call without dropping it. We already know Starlink Mobile does that VERY successfully because the $ASTS Fan Boy Echo Chamber LOVES to talk about battery drain due it!
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Wild trading
Wild trading@YYDSxjm·
$ASTS I think my favorite thing Abel said in that interview (aside from shipping, the satellites and mentioning the 200 Mbps speed) is that space service isn’t just for when you’re in the middle of nowhere… It’s for when you’re driving from point A to point B in your service isn’t as good as it should be. Because that puts the service in the lives of everyday people around the nation not just a few people in the wilderness.
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scott powell
scott powell@scott_m_powell·
$ASTS Scott is KILLING IT at the JPM conference!!
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Stuart Taylor
Stuart Taylor@LuckyStuey·
@scott_m_powell If nothing else, he's clearly a good salesman. I'm sure they're getting all the buzzwords and hype. Meanwhile, the market reacts with crickets to first 2/3rds batch shipment when the Mob said it would go to $100...?
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Amir Hetsroni
Amir Hetsroni@AmirHetsroni·
אל תזמינו אף פעם טיסות בחברת BOOKAAFLIGHT. הם ביטלו לי את ההזמנה, לא שלחו הודעת ביטול, וגם ההודעה מחברת האשראי על הביטול לא הגיעה. רק אחרי טלפון לחברת האשראי הם בדקו וגילו שהיה ביטול. בקיצור - טיסה מזמינים רק מחברות תעופה! לא מתאים לי להתקמצן ולהגיע לאן שהגעתי.
Amir Hetsroni@AmirHetsroni

סיפור מוזר: הזמנתי כרטיס טיסה דרך BOOK A FLIGHT. הם לא שלחו אישור הזמנה. קיבלתי מחברת האשראי הודעה שאושרה עיסקה. אין שום דרך לפנות אליהם ללא מספר הזמנה (שלא קיבלתי). אין טלפון ואין מייל. גם לא ניתן לבדוק בחברות התעופה ללא מספר הזמנה. מה עושים?

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Amir Hetsroni
Amir Hetsroni@AmirHetsroni·
סיפור מוזר: הזמנתי כרטיס טיסה דרך BOOK A FLIGHT. הם לא שלחו אישור הזמנה. קיבלתי מחברת האשראי הודעה שאושרה עיסקה. אין שום דרך לפנות אליהם ללא מספר הזמנה (שלא קיבלתי). אין טלפון ואין מייל. גם לא ניתן לבדוק בחברות התעופה ללא מספר הזמנה. מה עושים?
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Jagaloon
Jagaloon@Jagaloon6·
1) Was getting ready to fire up this post with the bears/FUDsters/poker players turned satellite consultants and supposed D2D enthusiasts recently coming out in full force, but as always $asts pulls the rabbit out of the hat and surprises the market. Instead, wanted to focus on the biggest cheat code in investing- identifying secular trends, winners in that field, and most importantly finding them during their inflection point in their company life cycle. Of course, much easier said than done, but I believe AST is finally there and fulfills all three criteria. These type of companies all have similar characteristics, and if you can capture them during their inflection point, it's a life changing experience for the portfolio
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Kyle Holl
Kyle Holl@KyleHollSays·
@Jason What is an Uber customer? Someone who downloaded an app and put their credit card in? Doesn't seem like something you need to buy. Is customer acquisition that hard? Are they that loyal?
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@jason
@jason@Jason·
Uber is going to be bought by Google/Waymo, Amazon or Tesla/SpaceX in the next year. For a “buy it now” price of $250b, one of those three companies gets a $12b a year free cash flow machine with $70b in revenue — and hundreds of millions of global customers This is the most obvious M&A deal since Instagram, Android and YouTube transformed Meta and Google Discuss
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Sovont
Sovont@sovont_ai·
@Jason Not sure Google, Amazon or Tesla want the PR nightmare that is the Uber workforce tbh.
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W🅰️N
W🅰️N@johan_sylw82158·
When is the market going to realise that $ASTS is a $500 stock? 🤷🏼‍♂️
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Ducky (🅰️)
Ducky (🅰️)@Nananahnahna·
@DefinitionsNew If so, just for a quick trade against smaller non-retail players. They’ll hold it back until they can’t.
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Socrates 900 🅰️ 🏛
Socrates 900 🅰️ 🏛@DefinitionsNew·
$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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Stuart Taylor
Stuart Taylor@LuckyStuey·
OMG I cannot believe that the SpaceMob thinks she's talking about $ASTS as the Goliath in this quote. Their level of delusion knows no limits🤣🤣🤣🤣🤣
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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St🅰️nky K🅰️ng
St🅰️nky K🅰️ng@KthankS24·
$ASTS is worth 50 times what it's currently trading for. Read that again.
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TheKOOKReport
TheKOOKReport@thekookreport·
It actually all makes sense now. Grain almost certainly is part of the low band spectrum JV. $ASTS
Ducky (🅰️)@Nananahnahna

@thekookreport I can’t articulate myself enough, but I think Grain Management are going to sell or lease to this JV.

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