SpacBobby

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SpacBobby

SpacBobby

@SpacBobby

20+ yrs Equity/Commodity Hedge Fund Trader | Come join us and beat the markets at: https://t.co/oA0xRY6IsY

I Climb Mountains 🏔 Katılım Mayıs 2012
301 Takip Edilen61.7K Takipçiler
SpacBobby
SpacBobby@SpacBobby·
$ASTS - AST SpaceMobile could announce curing world hunger and the stock would still gap down
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G🅰️ry Teplis
G🅰️ry Teplis@GaryTeplis·
@SpacBobby “ASTS's D2D has a performance, time to market (12-24 mths) and a partner momentum advantage over Starlink, in our opinion." -Roth HUGE!🔥🔥🔥🔥🚀🚀🚀🚀
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - Roth note from this morning that the market is sleeping on...... "Reality setting in on Starlink: As we have previously articulated, ASTS has a time to market advantage over SPCX for broadband D2D and more attractive MNO partnership model, in our opinion. Starlink Mobile's 7.4M D2D sub base is narrowband, or text and emergency services. Broadband D2D capabilities require the next-gen V2 satellites which will also await the commercialization of the Starship launch vehicle. Given recent Starship headwinds, we would expect broadband D2D services in late 2027 or 2028, at best. This provides AST SpaceMobile with a 12-24 month time-to-market advantage (even accounting for its own recent Blue Origin headwinds). Additionally, ASTS's MNO partnership approach (60+ operators and growing) provides a significant channel with 3B+ current subscribers vs. Starlink's 1.7B pops covered under 30 MNO agreements. The bottom line is ASTS's D2D has a performance, time to market and a partner momentum advantage over Starlink, in our opinion."
SpacBobby@SpacBobby

$ASTS - Roth reiterates $108 price target on AST SpaceMobile and maintains buy rating

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just1nWI🅰️ 🇺🇸
@SpacBobby When 3 Bluebirds starting reaching orbit every 30-45 days they will have no choice. Only goal I care about right now is getting to beta service by end of year.
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AST SpaceMobile
AST SpaceMobile@AST_SpaceMobile·
BlueBirds 9 and 10 are now successfully deployed in orbit. Two more of the world's largest commercial communications arrays have joined our growing constellation. Another step closer to the future of cellular broadband from space. With BlueBirds 11, 12, and 13 at Cape Canaveral preparing for their imminent launch, and production advancing through spacecraft 41, we continue to execute at scale. Innovation in orbit. Execution in motion. 🌎📶📱🇺🇸 #ASTSpaceMobile #Broadband #ConnectingtheUnconnected #BlueBirds
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SpacBobby
SpacBobby@SpacBobby·
$KRKNF $PNG.V - Kraken Robotics Announces $35 Million in New Orders and Business Update Kraken Robotics is pleased to announce continued momentum with $35 million in new product orders from customers in maritime defense, offshore energy, and ocean science. By technology solution, these orders are across navigation and positioning systems, multi-aperture sonar, positioning, and monitoring systems from Covelya, as well as Synthetic Aperture Sonar (SAS) from Kraken. “Our product portfolio forms the backbone of a wide range of platforms used across both defence and commercial applications and we expect it to represent over 75% of consolidated revenue in 2026,” said Greg Reid, CEO of Kraken Robotics. “These include crewed platforms such as ships and submarines, as well as uncrewed systems including autonomous underwater vehicles (AUVs), uncrewed surface vessels (USVs) and remotely operated vehicles (ROVs). Beyond vessel-based applications, our dual-use technologies are also deployed in unattended seafloor sensors.” The Company has announced $327 million in total product orders to date in 2026 for Kraken and Covelya on a combined basis across defence and offshore energy customers, highlighting the strength and breadth of demand for the combined company’s product portfolio. These orders have been driven primarily by Kraken’s growing customer base for SeaPower batteries and SAS technology, together with demand for Covelya’s navigation and positioning equipment and advanced sonar systems. The Company’s products are integrated, or are being integrated, across a broad range of crewed and uncrewed platforms, including more than 30 AUV platforms worldwide.
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - Roth reiterates $108 price target on AST SpaceMobile and maintains buy rating
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SpacBobby
SpacBobby@SpacBobby·
$RKLB - Amazing video from 2011 showing Peter Beck building a rocket from scratch. This is the kind of CEO you want running one of the most exciting companies in the world! 🚀
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - All of this for only a $22B MC Wake me up in 2027!
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SpacBobby
SpacBobby@SpacBobby·
Over the past few weeks, 1.2 million Korean brokerage accounts had a margin call, representing as much as 10% of total accounts. As traders are forced to sell holdings to cover margin debt, a massive correction has followed. The Kospi has crashed 27% from all-time highs hit one month ago. For comparison, the Nasdaq is only 6% below recent highs while the S&P 500 is only 2% below
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SpacBobby
SpacBobby@SpacBobby·
@astroworld0x Np, we all make mistakes along the way. More important to learn from it and grow!
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SpacBobby
SpacBobby@SpacBobby·
Seeing so many folks down big this month…. Being on leverage in a highly volatile market can be your friend sometimes but most times it works against you. As someone who has experienced being almost liquidated during my first 2-3 years of investing, I only use options sparingly and never borrow to invest anymore. Peace of mind when investing is key!
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SpacBobby
SpacBobby@SpacBobby·
$ASTS - Institutions keep loading, SpacBobby keeps loading…. I follow the smart money cause we all know what’s coming next! 😎
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SpacBobby
SpacBobby@SpacBobby·
@OmegaHami Beta testing is not suppose to have continuous coverage. 45-60 sats gets continuous coverage across North America and parts of Europe.
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OmegaHami
OmegaHami@OmegaHami·
@SpacBobby Look at this.. watch it.. and tell me how 10 more is going to magically cover the US continuously..?? It's not physically possible.. bigger does not equal more physical coverage... astsats.com/map
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