Tony 🅰️pps N Orbit 🦑

"Stocks don't move in straight lines" $SNDK: Hold my beer.

"NVDA gone from $150 to $800 I was long-term in it, and I couldn't deal with it, so I sold. Then it was $1,400 like 5 weeks later, and I was sick," Druckenmiller said.

$ASTS When you break this down in simple terms, it starts to make a lot of sense. Blue Origin just filed for a massive constellation of 51,600 satellites to support space-based computing. Separately, concepts like “Starcloud” say you need around 4 to 5 gigawatts of total power in orbit to run something like a space data center. So if you divide that total power across 51,600 satellites, each satellite would need to generate roughly 75 to 100 kilowatts of power. That’s the key number. Now here’s where AST comes in. Their BlueWalker 3 satellite was already producing around 30 kilowatts, and their newer BlueBird satellites are significantly more powerful, likely moving into that exact 75 to 100 kw range. When you multiply 51,600 satellites by 75 to 100 kilowatts, you end up right around 4 to 5 gigawatts total, which is exactly what these orbital data center concepts are aiming for. So the interesting takeaway is that AST isn’t building a data center in space, but they are building satellites that operate in the same power range that would be required to make something like that possible. In simple terms, Blue Origin is proposing the scale, and AST looks like it’s proving the power and thermal design needed to actually make it work. That’s why some people think AST seems to be the natural fit or partner if this whole space-based computing idea becomes real Starcloud and Thermal management patent 👇👇👇

Congratulations for What? So, here is my speculation on this relationship between $ASTS and the Bezos Companies. The companies have appeared to be in near lock-step since spring/summer 2025. In launch planning/availability sure, but more under the radar is the similarity in timing of certain FCC filings and their general support of similar positions related to regulatory positions and responses on certain topics with FCC, Ofcom, EU Commission, etc... almost as if they are, "coordinated"? So here are the major topics I think could have been coordinated and planned around last summer: 1. Prioritized/dedicated NG launches 2. Coordination of V band (AST has second highest Priority in US after 1,485 SpaceX satellites (that could theoretically even lose their priority)) 2a. AST supporting certain V band waivers/exceptions inclusive of BO TerraWave and Amazon Leo offering service links to customers via V band (not its primary use) with regulatory bodies such as FCC, Ofcom, etc. 2b. Essentially supporting the same terms, suggestions, policies etc regarding V band with regulators 3. And this is going to be huge if it happens: AST either manufacturing or licensing microns (and potentially other components) for BO TerraWave and new Data Center constellation 3a. Most already know about the AST micron cooling patent. This could very easily be an element AST is involved with. Especially since AST is going to have an entire manufacturing facility dedicated to manufacturing microns according to management. 3b. TerraWave's advanced V band phased array. TW is going to use a V band phased array for its RF service links. It is possible that AST works with BO to develop this technology for incorporating it to BOs satellites. (Maybe as part of microns?) Could potentially see similar technology in their Data Center satellites. At the end of the day, their alignment has been very strong. Will it evolve into more? Maybe it will, maybe it won't... maybe its already has?

1/ $ASTS: 🚨AST SPACEMOBILE HAS ALREADY SOLVED THE HEAT DISSIPATION ISSUE FACING POTENTIAL SPACE DATA CENTER APPLICATIONS AST SpaceMobile's patented micron tiles act like giant radiators that dissipate heat generated from the FPGAs/ASICs that are embedded in each tile. You can easily imagine AI-specific GPUs, TPUs, ASICs and/or FPGAs embedded into a micron w/ solar array on one side and the phased array removed. 🔍Patent Number: US 11,021,270 B2 Title: Thermal management system for structures in space Date of Patent: June 1, 2021 Assignee: AST & Science, LLC Inventors: Abel Avellan, Huiwen Yao 🔍This patent focuses on the thermal control of the company's satellites (likely the "BlueWalker" and "BlueBird" series). AST SpaceMobile's satellites are unique because they are essentially massive, flat phased-array antennas in space. 🔍The patent describes a system to manage the extreme heat generated by the electronics while the satellite is in orbit. Key features include: ✅Layered Design: It details a structure where a "solar layer" (solar panels) is connected to an "antenna layer." ✅Heat Dissipation: It outlines how electronic components (like the Front End Modules or FEMs) are integrated and how heat is transferred away from these critical components to keep the satellite functioning within safe temperature ranges in the vacuum of space. ✅Structural Integration: The thermal management is built directly into the structural tiles of the satellite, allowing the satellite to remain lightweight and foldable for launch while acting as a giant radiator once deployed.

Do you expect a $ASTS x $NVDA partnership?

About the $ASTS insider sale: Nothingburger news in my opinion. Scott Wisniewski still holds 666,681 shares after this sale. Doesn't change anything. I will be buying the dip if this causes one. Fun fact: the stock continued to go up after his last insider sales.