PickledPilsner(🅰️)

42/ …in the rear. During the Soviet-era war, tanks became mobile firing points supporting infantry at a safe distance, operating exclusively from closed firing positions (ZOPs), since direct fire, i.e., within the enemy's line of sight, requires seconds to respond, not minutes.

@CatSE___ApeX___ @spacanpanman Dang there's always one step deeper with physics 😅 appreciate the context and your personal calculation

@PickledPilsner @spacanpanman More like 16 to me. Which is still good We don’t know if this was on approach or peak though.

$ASTS: 🚨 🇮🇪 VODAFONE AND AST SPACEMOBILE COMPLETE IRELAND’S FIRST EVER MOBILE VIDEO CALL VIA SATELLITE USING A STANDARD SMARTPHONE “We’ve just made history by completing Ireland’s first ever mobile video phone call via satellite using a standard smartphone. The call between our engineer Robert Ivers from an area of no coverage on Clare Island and our CEO Sabrina Casalta in Dublin highlights the potential of satellite technology. This was made possible with the help of our partnership with Satellite Connect Europe connecting to AST SpaceMobile's satellite constellation. We’re excited to continue to work with this technology to help close coverage gaps, strengthen network resilience and ensure people can stay connected wherever they are in Ireland.”

@CatSE___ApeX___ @spacanpanman Grok says 20,4 SNR? So on the bottom edge of top tier service according to Wikipedia

@spacanpanman Nice Signal to Noise ratio. x.com/bozai03/status…

$ASTS @AST_SpaceMobile For all of the #SpaceMob I have been working with a UK based 3D model maker to provision a Bluebird Satellite replica (not a BB2 yet). This is around 30cm x 30cm . Below are some pics of the outcome, if anyone is interested in knowing more of its availibility, please do let me know.

What was your lowest buy in AST? Do we have anyone who bottom ticked it perfectly? $ASTS

@GuyanaOilDesk @Kalshi Chatgpt slop, it's very obvious

@Kalshi SpaceX going public isn’t just an IPO it’s a power move. While everyone’s busy hyping OpenAI valuations, Elon Musk is lining up real assets, real revenue, real dominance. Funding wars were the signal. This is the checkmate. 🚀 Markets chase narratives. Musk builds them.

JUST IN: SpaceX reportedly aims to file for IPO as soon as this week

@SpaceNews_Inc In case anyone's curious, grok found no indications for the next few years of manufacturing and launching. They aren't a threat

OrbitsIQ Global Announces Breakthrough in Space-Based IoT Connectivity spacenews.com/orbitsiq-globa…

@BRICSinfo This is so sad for America, literally the whole point of American energy policy the last couple of decades was to ensure USA is in the position to do this, not Russia. Very very sad day for the USA

JUST IN: 🇷🇺🇻🇳 Russia officially signs deal with Vietnam to build its first nuclear power plant.

@TNG512 @akarlin Bad take all around, imo

I continue to think that FPV drones have been hugely overhyped in this war, and that they probably function more as an artillery substitute than anything else, and by this point Russia has probably gotten pretty good at countering them. Therefore, I expect that using more armored vehicles will reduce Russian casualties/territory taken. Whether this will translate to a faster acquisition of territory, I have no idea, I have totally given up on trying to predict Kremlins' wartime decision making at this point.

Highly bearish on Russia's offensive prospects in spring-summer 2026. 1. Starlink cutoff has reportedly pushed Russian kill chains from 2-3 minutes back up to the 20 minutes, reversing years of progress. Whereas Ukrainians keep improving and are now integrating AI into their faster kill chains. Russia will no doubt find other solutions over time but the gap will be difficult to close again. 2. Ukrainians are acquiring a significant lead in drones - especially medium-range drones to suppress logistics within 120 km of the front. Target acquisition and prioritization is now network-centric and reportedly heavily automated. This is worse for Russia as the attacking side since the offense needs more material than defense. 3. The Telegram ban, which is reportedly being seriously enforced. Kremlins always happy to kick the Russian Army while it's already reeling. No good alternatives (MAX is buggy and insecure, and amusingly, it's quite likely that some of Russia's own Chekists with their unlimited access rights will leak highly confidential information to Ukraine for money). As usual, regime security takes precedence over military effectiveness. Two "bullish" factors for Russia are higher oil prices thanks to the Iran War, which alleviates the fiscal problems that have been building up the past year, and the partial rebuilding of an armored reserve, which is now again being utilized in substitution of meat. The fiscal windfall allows Russia to replenish its state coffers and continue to increase sign-up bonuses, but it doesn't translate into significantly greater capacity for technological catch-up, and may in any case be very temporary if the world economy slips into recession. As for the armored reserve, at this point, the density of eyes in the sky is such that decisive breakthroughs appear to have become unviable in the absence of drone superiority. I expect Russian progress in the next six months to be marginal to zero (!); for the Ukraine/Russia KIA ratio to further improve in Ukraine's favor; for Russian voluntary recruitment to peak, if it hasn't already, and for attrition to equal or overtake it; and for the military balance to improve significantly in Ukraine's favor. I do not expect a new mobilization until before the Russian Duma elections in Sep 2026, but by EOY, I do expect Putin will have to make a choice between launching a second mobilization - probably a "quiet" and unannounced one through electronic draft notices - and wrapping up intensive offensive operations. (The rapid and strangely urgent rollback of Internet freedoms weakly suggests a preference for the former).

Golden hexagons are the bestagons. I noticed a common touch in LMT and $ASTS slides.

@KAaaTE998 @Knot_a_Clew @CKCapitalxx Sounds like chatgpt tbh, but I do agree with it. It's just knowing all the facts. We are actually crazy lucky imo to even know a fraction of what we can deduce and find hard facts about the company. That's why I have full conviction, and ASTS has shown it can be done

@Knot_a_Clew @CKCapitalxx Being realistic about timelines while staying bullish on the long‑term mission and tech is exactly smart investing. Truthful analysis builds stronger conviction for the real rally ahead

$ASTS has a path to becoming a trillion dollar company and the math isn’t complicated. Let me show you exactly how it gets there. Start with Starlink as the benchmark. Starlink took 5 years, over 10,000 satellites, and tens of billions in capital expenditure to reach 10 million subscribers and roughly $10 billion in annual revenue. SpaceX is now targeting a $1.75 trillion IPO valuation with Starlink’s implied value sitting around $1.17 trillion on that subscriber base. 10 million subscribers. $10 billion revenue. $1.17 trillion implied value. $ASTS is targeting 5 billion mobile subscribers globally. Not 10 million. 5 billion. And the business model is structurally superior to Starlink in every way that matters for scale. Starlink competes with carriers. They built their own hardware, their own dish, their own subscriber acquisition funnel. Every customer has to buy a $600 terminal, cancel their existing provider, and switch to a new service. Customer acquisition is expensive and friction is high. That is why after 5 years and 10,000 satellites they have 10 million subscribers. $ASTS does not compete with carriers. They partner with them. AT&T, Verizon, Vodafone, Rakuten, Orange, TELUS, and 50+ operators worldwide have already signed agreements. Those carriers collectively cover 3 billion existing subscribers whose phones are already hardware compatible. No new device. No new plan. No new anything. The carrier offers satellite coverage as a simple add-on and the existing customer base opts in. Zero customer acquisition cost on $ASTS’s side. Starlink charges $120 per month per residential customer. $ASTS operates on a wholesale model where carriers pay per subscriber. A $5 per month add-on to an existing carrier plan is not a stretch. Carriers charge $15 to $30 per month for international roaming today. A dead zone coverage add-on in rural America, at sea, or in the air is a premium feature people will pay for without thinking twice. Now run the math. 1 billion subscribers at $5 per month is $60 billion in annual revenue. That is 20% penetration of the 5 billion subscriber target. That is 33% penetration of the 3 billion already on partner carrier networks. Starlink is valued at $1.17 trillion on $10 billion in revenue. That is roughly a 117x revenue multiple. $ASTS generating $60 billion at a fraction of that multiple tells you everything you need to know. At 15x revenue on $60 billion that is a $900 billion market cap. At 20x that is $1.2 trillion. At Starlink’s implied multiple it is multiples beyond that. But let’s stay conservative. Even at 10x revenue on $60 billion that is a $600 billion market cap from a $35 billion market cap today. That is 17x from here on a scenario that requires 20% penetration of an addressable market where the distribution is already built and the hardware is already in billions of pockets. Now look at this realistic time line. BlueBird 6 is already in orbit. The largest commercial communications array ever deployed in LEO, exceeding 120 Mbps peak data speeds. Commercial service activating this year across the US, UK, Japan, and Canada. $3.9 billion in cash on the balance sheet fully funding the constellation buildout. Zero dilution risk on the launch campaign. The 2025 revenue was $70.9 million. 2026 guidance is $150 to $200 million as commercial billing starts and government contracts ramp. The revenue line is just starting to move. The subscriber base is not priced in at all. Starlink needed 10,000 satellites and 5 years to get to 10 million subscribers fighting for every single one. $ASTS needs 45 to 60 satellites and already has 3 billion potential subscribers sitting in their partners’ existing customer bases waiting for the switch to flip. The constellation is almost complete. The carriers are signed. The phones are compatible. The revenue is starting. $35 billion market cap. $1 trillion is the destination. The satellites are going up now.

@Faytuks I kind of like that countries tell you where you are going to bomb next, no? They're going to do it anyways, at least you could evacuate the old and sick or something. Is it common these days for countries to do this? Or is it just because they don't want to piss off UAE

Iran issues an immediate evacuation order for the city of Ras al Khaimah in the UAE saying that the city will be targeted "in the near future" as operations against Iran are being conducted from there t.me/Tasnimnews/399…

$ASTS recall these D2D panel remarks from AST president Scott Wisniewski last september in paris. “the funny thing about financial risk is that it goes both ways. so we’re very excited about the risk profile of this sector. we’ve always been a huge believer in it. everything we’ve thought has come to bear.” “the big satellite strategy is right, the cellular partner strategy is right, the cellular plus MSS for frequencies strategy is right, and we’ve done a fantastic job building that out as fast as possible. the vertically integrated strategy is right—you can’t build a constellation by purchase order.” “so we love the risk. we think this is going to be a big market. we think that having access to one of the major bands, in the largest portion of it, in the most valuable wireless market in the world, is an incredible beachhead.” “and having the ecosystem that we have with over 50 mobile network operators is an incredible position to be in with 6 billion phones out in the market. so we love the risk.” listen carefully to the question asked of Scott here. and then what he says in response. when you’re pulling the future forward in a novel way as AST is with space-based technology that literally impacts billions of lives and trillion dollar markets it’s no surprise this attracts a lot of ignorance disguised as benign skepticism, or hostile FUD. it’s important to meet it head on where it matters, and ignore it completely where it doesn’t.

@CytoplasmicANA Connect the unconnected ™️ Not, connect the bombs to the unconnected

By combining these two techniques—hiding the signal in background static (Spreading) and constantly jumping away from interference (Hopping)—the military gets a 5G connection that is highly resistant to jamming and incredibly difficult for adversaries to even detect in the first place. Just think of how useful this will be for drone warfare. Right now, fiber optic FPVs are dominant, but as Anduril and others perfect AI targeting/control technology this will evolve to drone swarms. Swarms greatly complicate trailing fiber optics, and ideally have inter-drone links, so connection with sub carrier hopping and frequency spreading, will enable drone murmuration. $ASTS satellites will supply this at high power (100KW total satellite power) from the ultimate high ground.

@CytoplasmicANA Uh I for one hope that ASTS doesn't enable drone swarms against those who our government decides. I don't believe that Abel wants that either, and would allow it to be used in such a way. What you're talking about it less bandwidth for poorer countries who need this technology

Oh.. Doing satellite direct to cell under the noise floor. I do know how to do that using advanced delay & doppler waveforms on $ASTS satellites. Covered it a year ago, or so. Nice to see it awarded to Fairwinds. -Good stuff!

@BRICSinfo Jesus Christ this site is FULL of Russian bots. Ukraine has something the rest of the world wants, and he has a war to fund and equip. Like, OF COURSE he wants to sell this tech and suppy the world. Everyone else wants it to. What is the problem?? Idiots on this site man

JUST IN: 🇺🇦 President Zelensky says Ukraine is willing to provide drone support in the Middle East in exchange for money and technology.

Intriguing - the United States relies extensively on China's BeiDou GNSS, which is more advanced and offers superior accuracy for civilian and commercial uses compared to the American GPS "A wide range of commercial devices in the U.S. — including smartphones, drones, fleet management systems and augmented reality platforms — already rely on multiple GNSS sources to improve positioning accuracy. That need will only grow as we develop autonomous vehicles, advanced robotics and urban air mobility" "In recent field tests conducted at urban locations across the Pacific region, we found that disabling BeiDou reduced positioning accuracy by 30% to 40% — a staggering loss of precision with significant real-world implications for navigation, logistics and emergency services. These tests compared GPS+Galileo performance against GPS+Galileo+BeiDou in environments with limited sky visibility, where multipath interference and signal blockage are common. While results may vary in other geographies or under open-sky conditions (and would likely improve with the inclusion of additional constellations such as GLONASS), the findings underscore BeiDou’s critical role in enhancing resilience and accuracy in real-world, urban navigation scenarios" spacenews.com/is-chinas-beid…

Advanced Delay & Doppler waveforms x AI x MIMO in 6G NTN. The implications. 🧶🐈‍⬛ AST SpaceMobile $ASTS use a "Simple in Space, Complex on Earth" architecture. Here is what it unlocks. When you look at the sky through a 6G lens, every satellite is a spectrum multiplier. 1/

@CatSE___ApeX___ How exactly do the satellites do bent pipe? Is there anything fun or exciting about the way ASTS does this part of satellites? They revolutionized every other part of this amazing machine so I'm curious about that too

ASTS uses a Bent-Pipe architecture. The satellite is a mirror. It reflects the raw signal down to a terrestrial "Processing Node." The brain stays on the ground. It’s an ideal place for the AI brain to sort out multiple paths over multiple satellites. 6/